Nuveen California Quality Municipal Income Fund
NAC- Exchange
- NYSE
- SEC CIK
- 0001074952
No open-market purchases or sales by Nuveen California Quality Municipal Income Fund insiders were filed in the last 90 days; 138 institutions reported holding it in 13F filings for Q2 2026, worth $315.4M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Nuveen California Quality Municipal Income Fund as of Jun 30, 2025. 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
- 119
- +1 vs. Q1 2025
- Shares held
- 20.1M
- −2.21M (−9.9%) vs. Q1 2025
- Total value
- $225.0M
- −$26.1M (−10.4%) vs. Q1 2025
- New holders
- 14
- 43 more added
- Sold out
- 13
- 28 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NAC 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 | 138 | $315.4M |
| Q1 2026 | 129 | $280.8M |
| Q4 2025 | 125 | $266.0M |
| Q3 2025 | 115 | $223.0M |
| Q2 2025 | 119 | $225.0M |
| Q1 2025 | 118 | $251.1M |
| Q4 2024 | 124 | $287.3M |
| Q3 2024 | 120 | $339.0M |
| Q2 2024 | 119 | $420.4M |
| Q1 2024 | 125 | $425.9M |
| Q4 2023 | 122 | $422.9M |
| Q3 2023 | 120 | $328.0M |
| Q2 2023 | 111 | $344.2M |
| Q1 2023 | 117 | $299.0M |
| Q4 2022 | 117 | $248.7M |
| Q3 2022 | 104 | $212.2M |
| Q2 2022 | 107 | $236.0M |
| Q1 2022 | 117 | $245.8M |
| Q4 2021 | 119 | $277.2M |
| Q3 2021 | 111 | $264.3M |
| Q2 2021 | 114 | $284.3M |
| Q1 2021 | 114 | $260.1M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,406,674 | $38.1M | 0.00% | +133,612+4.1% | Added |
| Mackay Shields LLC | 2,150,869 | $24.0M | 0.77% | −34,041−1.6% | Reduced |
| Guggenheim Capital LLC | 1,810,250 | $20.2M | 0.16% | +207,951+13.0% | Added |
| UBS Group AG | 1,573,703 | $17.6M | 0.00% | −309,473−16.4% | Reduced |
| Wells Fargo & Company | 1,288,928 | $14.4M | 0.00% | +131,127+11.3% | Added |
| Rockefeller Capital Management L.P. | 1,150,167 | $12.8M | 0.03% | +67,853+6.3% | Added |
| Advisors Asset Management, Inc. | 741,485 | $8.28M | 0.15% | +97,515+15.1% | Added |
| Mariner, LLC | 551,348 | $6.16M | 0.01% | +24,265+4.6% | Added |
| Bank of America Corp | 494,618 | $5.52M | 0.00% | +37,729+8.3% | Added |
| Allianz Asset Management GmbH | 475,879 | $5.32M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 434,012 | $4.85M | 0.00% | +71,621+19.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 347,748 | $3.88M | 0.16% | +27,375+8.5% | Added |
| LM Advisors LLC | 320,013 | $3.58M | 0.46% | −17,900−5.3% | Reduced |
| Ignite Planners, LLC | 323,400 | $3.55M | 0.62% | +12,970+4.2% | Added |
| Evoke Wealth, LLC | 249,824 | $2.81M | 0.07% | +9,450+3.9% | Added |
| Sanctuary Advisors, LLC | 212,080 | $2.37M | 0.01% | +33,183+18.5% | Added |
| PFG Investments, LLC | 191,148 | $2.14M | 0.13% | −772−0.4% | Reduced |
| Sit Investment Associates Inc | 173,252 | $1.94M | 0.04% | −66,175−27.6% | Reduced |
| Allworth Financial LP | 155,519 | $1.74M | 0.01% | +295+0.2% | Added |
| Raymond James Financial Inc | 148,317 | $1.66M | 0.00% | −2,742−1.8% | Reduced |
| Davidson Trust Co | 148,098 | $1.65M | 0.76% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 144,621 | $1.62M | 0.28% | −1,976−1.3% | Reduced |
| DKM Wealth Management, Inc. | 142,401 | $1.59M | 1.37% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 140,068 | $1.56M | 0.02% | +7,219+5.4% | Added |
| Southland Equity Partners LLC | 135,540 | $1.51M | 0.33% | +12,500+10.2% | Added |
| Royal Bank of Canada | 127,194 | $1.42M | 0.00% | +2,059+1.6% | Added |
| Robinson Capital Management, LLC | 122,707 | $1.37M | 0.57% | −655,189−84.2% | Reduced |
| Ameriprise Financial Inc | 118,150 | $1.32M | 0.00% | +4,399+3.9% | Added |
| Atala Financial Inc | 108,930 | $1.22M | 0.84% | −31,965−22.7% | Reduced |
| GWM Advisors LLC | 106,671 | $1.19M | 0.01% | +36,603+52.2% | Added |
| D.A. Davidson & Co. | 99,375 | $1.11M | 0.01% | +53,075+114.6% | Added |
| Whittier Trust Co | 93,821 | $1.05M | 0.01% | −14,066−13.0% | Reduced |
| Wedbush Securities Inc | 86,319 | $964.0K | 0.03% | +2,300+2.7% | Added |
| Stifel Financial Corp | 75,626 | $844.7K | 0.00% | +4,185+5.9% | Added |
| CI Private Wealth, LLC | 75,437 | $842.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 74,291 | $829.8K | 0.00% | +19,110+34.6% | Added |
| The PNC Financial Services Group, Inc. | 73,963 | $826.2K | 0.00% | +14,337+24.0% | Added |
| Commonwealth Equity Services, LLC | 70,996 | $793.0K | 0.00% | −2,935−4.0% | Reduced |
| First Foundation Advisors | 68,102 | $760.7K | 0.03% | 00.0% | Unchanged |
| Rareview Capital LLC | 66,107 | $738.4K | 0.47% | −5,592−7.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 65,357 | $730.0K | 0.01% | −8,413−11.4% | Reduced |
| Mutual Advisors, LLC | 62,950 | $689.3K | 0.02% | +1,812+3.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 61,310 | $675.0K | 0.44% | −13,743−18.3% | Reduced |
| Oder Investment Management, LLC | 56,859 | $635.1K | 0.48% | +6,466+12.8% | Added |
| Hollencrest Capital Management | 55,063 | $615.1K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 52,309 | $584.3K | 0.00% | −11,056−17.4% | Reduced |
| Van Hulzen Asset Management, LLC | 51,950 | $580.3K | 0.05% | +1,000+2.0% | Added |
| Kestra Private Wealth Services, LLC | 51,056 | $570.3K | 0.01% | +721+1.4% | Added |
| Jane Street Group, LLC | 50,896 | $568.5K | 0.00% | +24,182+90.5% | Added |
| Melfa Wealth Management, LLC | 49,816 | $556.4K | 0.35% | −3,750−7.0% | Reduced |
| Cerity Partners LLC | 48,541 | $542.2K | 0.00% | −1,321−2.6% | Reduced |
| HighTower Advisors, LLC | 48,490 | $541.6K | 0.00% | +560+1.2% | Added |
| RHS Financial, LLC | 46,560 | $520.1K | 0.30% | −3,419−6.8% | Reduced |
| Everett Harris & Co | 46,000 | $513.8K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 44,524 | $497.1K | 0.03% | +1,385+3.2% | Added |
| International Assets Investment Management, LLC | 42,600 | $475.8K | 0.04% | +5,000+13.3% | Added |
| Apriem Advisors | 42,320 | $472.7K | 0.05% | −1,500−3.4% | Reduced |
| New Insight Wealth Advisors | 41,135 | $459.5K | 0.19% | −18,775−31.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40,750 | $458.2K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 40,955 | $457.5K | 0.05% | +600+1.5% | Added |
| Bridgewealth Advisory Group, LLC | 38,828 | $433.7K | 0.11% | +38,828 | New |
| Oppenheimer & Co Inc | 36,396 | $406.5K | 0.01% | +7,456+25.8% | Added |
| Integrated Wealth Concepts LLC | 35,626 | $397.9K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 35,000 | $390.9K | 0.01% | +35,000 | New |
| Core Wealth Partners LLC | 33,499 | $374.2K | 0.19% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 31,000 | $346.3K | 0.01% | +86+0.3% | Added |
| EP Wealth Advisors, LLC | 27,382 | $305.9K | 0.00% | +15,714+134.7% | Added |
| NewEdge Wealth, LLC | 27,100 | $305.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,259 | $304.5K | 0.00% | −7,437−21.4% | Reduced |
| Intellectus Partners, LLC | 25,000 | $281.1K | 0.06% | +11,500+85.2% | Added |
| Castle Rock Wealth Management, LLC | 24,375 | $267.1K | 0.06% | 00.0% | Unchanged |
| MKT Advisors LLC | 23,060 | $258.5K | 0.10% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21,822 | $243.8K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 21,541 | $240.6K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 20,526 | $230.8K | 0.01% | −3,496−14.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,789 | $221.0K | 0.00% | +19,789 | New |
| Creative Planning | 19,128 | $213.7K | 0.00% | −49,611−72.2% | Reduced |
| First American Trust, FSB | 19,000 | $212.2K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 18,195 | $203.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,654 | $197.2K | 0.00% | +17,654 | New |
| Ameritas Advisory Services, LLC | 17,057 | $190.5K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 15,987 | $178.6K | 0.01% | +15,987 | New |
| RB Capital Management, LLC | 15,785 | $176.3K | 0.04% | +254+1.6% | Added |
| Perigon Wealth Management, LLC | 15,168 | $169.4K | 0.00% | −1,400−8.5% | Reduced |
| Western Wealth Management, LLC | 15,049 | $168.1K | 0.01% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $168.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,000 | $167.6K | 0.00% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 14,953 | $167.0K | 0.10% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 14,520 | $162.2K | 0.02% | +14,520 | New |
| Parallel Advisors, LLC | 13,831 | $154.5K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 13,556 | $151.4K | 0.00% | +2,229+19.7% | Added |
| Change Path, LLC | 13,544 | $151.3K | 0.00% | +2,740+25.4% | Added |
| Ieq Capital, LLC | 13,215 | $147.6K | 0.00% | −1,138−7.9% | Reduced |
| Independent Financial Group, LLC | 13,043 | $145.7K | 0.00% | +13,043 | New |
| EWG Elevate Inc. | 12,100 | $135.2K | 0.04% | +12,100 | New |
| Avantax Advisory Services, Inc. | 11,987 | $133.9K | 0.00% | −5,368−30.9% | Reduced |
| Kestra Advisory Services, LLC | 11,321 | $126.5K | 0.00% | +11,321 | New |
| Virtu Financial LLC | 11,115 | $124.0K | 0.01% | −380−3.3% | Reduced |
| Perennial Investment Advisors, LLC | 11,012 | $123.0K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 10,900 | $121.8K | 0.03% | 00.0% | Unchanged |