Nuveen Mortgage & Income Fund
JLS- Exchange
- NYSE
- SEC CIK
- 0001472215
No open-market purchases or sales by Nuveen Mortgage & Income Fund insiders were filed in the last 90 days; 32 institutions reported holding it in 13F filings for Q2 2026, worth $38.3M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Nuveen Mortgage & Income Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 32
- 0 vs. Q4 2025
- Shares held
- 2.37M
- −67.0K (−2.8%) vs. Q4 2025
- Total value
- $42.9M
- −$1.36M (−3.1%) vs. Q4 2025
- New holders
- 2
- 15 more added
- Sold out
- 2
- 10 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JLS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 32 | $38.3M |
| Q1 2026 | 32 | $42.9M |
| Q4 2025 | 32 | $44.3M |
| Q3 2025 | 28 | $45.0M |
| Q2 2025 | 25 | $47.2M |
| Q1 2025 | 26 | $50.2M |
| Q4 2024 | 30 | $48.8M |
| Q3 2024 | 34 | $53.6M |
| Q2 2024 | 30 | $46.7M |
| Q1 2024 | 29 | $52.7M |
| Q4 2023 | 28 | $53.1M |
| Q3 2023 | 28 | $49.5M |
| Q2 2023 | 27 | $50.6M |
| Q1 2023 | 29 | $50.8M |
| Q4 2022 | 32 | $52.7M |
| Q3 2022 | 33 | $49.2M |
| Q2 2022 | 37 | $49.7M |
| Q1 2022 | 35 | $52.4M |
| Q4 2021 | 28 | $57.8M |
| Q3 2021 | 30 | $54.6M |
| Q2 2021 | 30 | $53.0M |
| Q1 2021 | 31 | $51.9M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 960,255 | $17.4M | 0.35% | −130,542−12.0% | Reduced |
| Ameriprise Financial Inc | 296,505 | $5.38M | 0.00% | +46,605+18.6% | Added |
| Advisors Asset Management, Inc. | 156,726 | $2.84M | 0.05% | +1,374+0.9% | Added |
| Envestnet Asset Management Inc | 117,760 | $2.13M | 0.00% | −5,941−4.8% | Reduced |
| Morgan Stanley | 93,597 | $1.70M | 0.00% | −6,391−6.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 72,639 | $1.32M | 0.45% | −8,081−10.0% | Reduced |
| Fiera Capital Corp | 65,360 | $1.18M | 0.00% | −2,333−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 57,415 | $1.04M | 0.00% | −21,004−26.8% | Reduced |
| Invesco Ltd. | 50,435 | $914.4K | 0.00% | +12,256+32.1% | Added |
| Wells Fargo & Company | 50,244 | $910.9K | 0.00% | +142+0.3% | Added |
| Nations Financial Group Inc, | 48,428 | $878.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Inc | 47,711 | $865.0K | 0.00% | +4,039+9.2% | Added |
| Venture Visionary Partners LLC | 46,757 | $847.7K | 0.03% | +5,017+12.0% | Added |
| Atomi Financial Group, Inc. | 41,609 | $754.4K | 0.02% | −96−0.2% | Reduced |
| Cetera Investment Advisers | 40,038 | $725.9K | 0.00% | +22,527+128.6% | Added |
| First Trust Advisors LP | 35,876 | $650.4K | 0.00% | +4,035+12.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,583 | $536.3K | 0.02% | +16,005+117.9% | Added |
| Concorde Asset Management, LLC | 27,080 | $494.9K | 0.24% | +4,230+18.5% | Added |
| Baird Financial Group, Inc. | 22,091 | $400.5K | 0.00% | +240+1.1% | Added |
| Closed-End Fund Advisors, Inc. | 20,810 | $377.3K | 0.38% | 00.0% | Unchanged |
| LPL Financial LLC | 19,136 | $346.9K | 0.00% | +7,572+65.5% | Added |
| Melfa Wealth Management, LLC | 18,671 | $338.5K | 0.19% | +47+0.3% | Added |
| Sowell Financial Services LLC | 18,576 | $336.8K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,962 | $216.9K | 0.00% | −8−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,879 | $215.0K | 0.00% | +1,022+9.4% | Added |
| International Assets Investment Management, LLC | 2,760 | $50.4K | 0.00% | −200−6.8% | Reduced |
| UBS Group AG | 1,236 | $22.4K | 0.00% | −5,829−82.5% | Reduced |
| EverSource Wealth Advisors, LLC | 500 | $9.06K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 351 | $6.36K | 0.00% | +122+53.3% | Added |
| Farther Finance Advisors, LLC | 296 | $5.40K | 0.00% | +296 | New |
| Highline Wealth Partners LLC | 150 | $2.72K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | +50 | New |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −10,758−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |