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 |
|---|---|---|---|---|---|
| Comerica Bank | 47 | $525 | 0.00% | −5,236−99.1% | Reduced |
| Bell Investment Advisors, Inc | 113 | $1.26K | 0.00% | +113 | New |
| WFA of San Diego, LLC | 450 | $5.03K | 0.00% | +450 | New |
| BFSG, LLC | 600 | $6.70K | 0.00% | +100+20.0% | Added |
| IFP Advisors, Inc | 875 | $9.77K | 0.00% | +17+2.0% | Added |
| SOA Wealth Advisors, LLC. | 951 | $10.6K | 0.00% | +18+1.9% | Added |
| Smartleaf Asset Management LLC | 1,240 | $13.8K | 0.00% | +1,240 | New |
| Rothschild Investment LLC | 1,303 | $14.6K | 0.00% | +26+2.0% | Added |
| Ameriflex Group, Inc. | 1,400 | $15.6K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $22.3K | 0.00% | +2,000 | New |
| Whittier Trust Co of Nevada Inc | 3,550 | $39.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,685 | $41.2K | 0.00% | +3,685 | New |
| US Bancorp | 4,400 | $49.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 8,900 | $99.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,000 | $111.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10,061 | $112.0K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10,400 | $116.2K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $118.5K | 0.15% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 10,900 | $121.8K | 0.03% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,012 | $123.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,115 | $124.0K | 0.01% | −380−3.3% | Reduced |
| Kestra Advisory Services, LLC | 11,321 | $126.5K | 0.00% | +11,321 | New |
| Avantax Advisory Services, Inc. | 11,987 | $133.9K | 0.00% | −5,368−30.9% | Reduced |
| EWG Elevate Inc. | 12,100 | $135.2K | 0.04% | +12,100 | New |
| Independent Financial Group, LLC | 13,043 | $145.7K | 0.00% | +13,043 | New |
| Ieq Capital, LLC | 13,215 | $147.6K | 0.00% | −1,138−7.9% | Reduced |
| Change Path, LLC | 13,544 | $151.3K | 0.00% | +2,740+25.4% | Added |
| Mesirow Financial Investment Management, Inc. | 13,556 | $151.4K | 0.00% | +2,229+19.7% | Added |
| Parallel Advisors, LLC | 13,831 | $154.5K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 14,520 | $162.2K | 0.02% | +14,520 | New |
| Barnes Wealth Management Group, Inc | 14,953 | $167.0K | 0.10% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,000 | $167.6K | 0.00% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $168.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $168.1K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,168 | $169.4K | 0.00% | −1,400−8.5% | Reduced |
| RB Capital Management, LLC | 15,785 | $176.3K | 0.04% | +254+1.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 15,987 | $178.6K | 0.01% | +15,987 | New |
| Ameritas Advisory Services, LLC | 17,057 | $190.5K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,654 | $197.2K | 0.00% | +17,654 | New |
| Pure Financial Advisors, Inc. | 18,195 | $203.2K | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 19,000 | $212.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 19,128 | $213.7K | 0.00% | −49,611−72.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,789 | $221.0K | 0.00% | +19,789 | New |
| Snowden Capital Advisors LLC | 20,526 | $230.8K | 0.01% | −3,496−14.6% | Reduced |
| J.W. Cole Advisors, Inc. | 21,541 | $240.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21,822 | $243.8K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 23,060 | $258.5K | 0.10% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 24,375 | $267.1K | 0.06% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 25,000 | $281.1K | 0.06% | +11,500+85.2% | Added |
| Susquehanna International Group, LLP | 27,259 | $304.5K | 0.00% | −7,437−21.4% | Reduced |
| NewEdge Wealth, LLC | 27,100 | $305.1K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 27,382 | $305.9K | 0.00% | +15,714+134.7% | Added |
| Sowell Financial Services LLC | 31,000 | $346.3K | 0.01% | +86+0.3% | Added |
| Core Wealth Partners LLC | 33,499 | $374.2K | 0.19% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 35,000 | $390.9K | 0.01% | +35,000 | New |
| Integrated Wealth Concepts LLC | 35,626 | $397.9K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 36,396 | $406.5K | 0.01% | +7,456+25.8% | Added |
| Bridgewealth Advisory Group, LLC | 38,828 | $433.7K | 0.11% | +38,828 | New |
| Cooper Financial Group | 40,955 | $457.5K | 0.05% | +600+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 40,750 | $458.2K | 0.01% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 41,135 | $459.5K | 0.19% | −18,775−31.3% | Reduced |
| Apriem Advisors | 42,320 | $472.7K | 0.05% | −1,500−3.4% | Reduced |
| International Assets Investment Management, LLC | 42,600 | $475.8K | 0.04% | +5,000+13.3% | Added |
| Nwam LLC | 44,524 | $497.1K | 0.03% | +1,385+3.2% | Added |
| Everett Harris & Co | 46,000 | $513.8K | 0.01% | 00.0% | Unchanged |
| RHS Financial, LLC | 46,560 | $520.1K | 0.30% | −3,419−6.8% | Reduced |
| HighTower Advisors, LLC | 48,490 | $541.6K | 0.00% | +560+1.2% | Added |
| Cerity Partners LLC | 48,541 | $542.2K | 0.00% | −1,321−2.6% | Reduced |
| Melfa Wealth Management, LLC | 49,816 | $556.4K | 0.35% | −3,750−7.0% | Reduced |
| Jane Street Group, LLC | 50,896 | $568.5K | 0.00% | +24,182+90.5% | Added |
| Kestra Private Wealth Services, LLC | 51,056 | $570.3K | 0.01% | +721+1.4% | Added |
| Van Hulzen Asset Management, LLC | 51,950 | $580.3K | 0.05% | +1,000+2.0% | Added |
| Cetera Investment Advisers | 52,309 | $584.3K | 0.00% | −11,056−17.4% | Reduced |
| Hollencrest Capital Management | 55,063 | $615.1K | 0.03% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 56,859 | $635.1K | 0.48% | +6,466+12.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 61,310 | $675.0K | 0.44% | −13,743−18.3% | Reduced |
| Mutual Advisors, LLC | 62,950 | $689.3K | 0.02% | +1,812+3.0% | Added |
| Prime Capital Investment Advisors, LLC | 65,357 | $730.0K | 0.01% | −8,413−11.4% | Reduced |
| Rareview Capital LLC | 66,107 | $738.4K | 0.47% | −5,592−7.8% | Reduced |
| First Foundation Advisors | 68,102 | $760.7K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 70,996 | $793.0K | 0.00% | −2,935−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 73,963 | $826.2K | 0.00% | +14,337+24.0% | Added |
| Advisor Group Holdings, Inc. | 74,291 | $829.8K | 0.00% | +19,110+34.6% | Added |
| CI Private Wealth, LLC | 75,437 | $842.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 75,626 | $844.7K | 0.00% | +4,185+5.9% | Added |
| Wedbush Securities Inc | 86,319 | $964.0K | 0.03% | +2,300+2.7% | Added |
| Whittier Trust Co | 93,821 | $1.05M | 0.01% | −14,066−13.0% | Reduced |
| D.A. Davidson & Co. | 99,375 | $1.11M | 0.01% | +53,075+114.6% | Added |
| GWM Advisors LLC | 106,671 | $1.19M | 0.01% | +36,603+52.2% | Added |
| Atala Financial Inc | 108,930 | $1.22M | 0.84% | −31,965−22.7% | Reduced |
| Ameriprise Financial Inc | 118,150 | $1.32M | 0.00% | +4,399+3.9% | Added |
| Robinson Capital Management, LLC | 122,707 | $1.37M | 0.57% | −655,189−84.2% | Reduced |
| Royal Bank of Canada | 127,194 | $1.42M | 0.00% | +2,059+1.6% | Added |
| Southland Equity Partners LLC | 135,540 | $1.51M | 0.33% | +12,500+10.2% | Added |
| Resources Investment Advisors, LLC. | 140,068 | $1.56M | 0.02% | +7,219+5.4% | Added |
| DKM Wealth Management, Inc. | 142,401 | $1.59M | 1.37% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 144,621 | $1.62M | 0.28% | −1,976−1.3% | Reduced |
| Davidson Trust Co | 148,098 | $1.65M | 0.76% | 00.0% | Unchanged |
| Raymond James Financial Inc | 148,317 | $1.66M | 0.00% | −2,742−1.8% | Reduced |