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, Q3 2025
Institutional positions in Nuveen California Quality Municipal Income Fund as of Sep 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
- 115
- −1 vs. Q2 2025
- Shares held
- 19.4M
- −704.5K (−3.5%) vs. Q2 2025
- Total value
- $223.0M
- −$1.39M (−0.6%) vs. Q2 2025
- New holders
- 9
- 50 more added
- Sold out
- 10
- 23 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,761,269 | $43.3M | 0.00% | +354,595+10.4% | Added |
| Guggenheim Capital LLC | 2,285,348 | $26.3M | 0.20% | +475,098+26.2% | Added |
| Wells Fargo & Company | 1,379,925 | $15.9M | 0.00% | +90,997+7.1% | Added |
| Rockefeller Capital Management L.P. | 1,189,162 | $13.7M | 0.03% | +38,995+3.4% | Added |
| UBS Group AG | 1,171,075 | $13.5M | 0.00% | −402,628−25.6% | Reduced |
| Advisors Asset Management, Inc. | 879,610 | $10.1M | 0.17% | +138,125+18.6% | Added |
| Bank of America Corp | 735,480 | $8.46M | 0.00% | +240,862+48.7% | Added |
| Mariner, LLC | 551,249 | $6.34M | 0.01% | −990.0% | Reduced |
| Mackay Shields LLC | 511,343 | $5.88M | 0.20% | −1,639,526−76.2% | Reduced |
| LPL Financial LLC | 506,859 | $5.83M | 0.00% | +72,847+16.8% | Added |
| Allianz Asset Management GmbH | 475,879 | $5.47M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 377,589 | $4.34M | 0.16% | +29,841+8.6% | Added |
| Ignite Planners, LLC | 330,112 | $3.80M | 0.62% | +6,712+2.1% | Added |
| LM Advisors LLC | 320,013 | $3.68M | 0.53% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 249,840 | $2.89M | 0.06% | +160.0% | Added |
| Sanctuary Advisors, LLC | 230,803 | $2.65M | 0.02% | +18,723+8.8% | Added |
| PFG Investments, LLC | 188,023 | $2.16M | 0.11% | −3,125−1.6% | Reduced |
| Ameriprise Financial Inc | 161,246 | $1.85M | 0.00% | +43,096+36.5% | Added |
| Resources Investment Advisors, LLC. | 156,723 | $1.80M | 0.02% | +16,655+11.9% | Added |
| Allworth Financial LP | 156,382 | $1.80M | 0.01% | +863+0.6% | Added |
| Royal Bank of Canada | 155,409 | $1.79M | 0.00% | +28,215+22.2% | Added |
| Southland Equity Partners LLC | 153,040 | $1.76M | 0.36% | +17,500+12.9% | Added |
| Raymond James Financial Inc | 152,315 | $1.75M | 0.00% | +3,998+2.7% | Added |
| Davidson Trust Co | 148,098 | $1.70M | 0.70% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 142,401 | $1.64M | 1.31% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 126,516 | $1.45M | 0.23% | −18,105−12.5% | Reduced |
| D.A. Davidson & Co. | 123,278 | $1.42M | 0.01% | +23,903+24.1% | Added |
| Atala Financial Inc | 104,055 | $1.20M | 0.76% | −4,875−4.5% | Reduced |
| Wedbush Securities Inc | 92,369 | $1.06M | 0.03% | +6,050+7.0% | Added |
| Whittier Trust Co | 91,305 | $1.05M | 0.01% | −2,516−2.7% | Reduced |
| Stifel Financial Corp | 84,222 | $968.6K | 0.00% | +8,596+11.4% | Added |
| Advisor Group Holdings, Inc. | 77,990 | $881.9K | 0.00% | +3,699+5.0% | Added |
| Jane Street Group, LLC | 75,305 | $866.0K | 0.00% | +24,409+48.0% | Added |
| Creative Planning | 73,908 | $849.9K | 0.00% | +54,780+286.4% | Added |
| Commonwealth Equity Services, LLC | 67,429 | $775.0K | 0.00% | −3,567−5.0% | Reduced |
| Mutual Advisors, LLC | 64,365 | $761.4K | 0.02% | +1,415+2.2% | Added |
| GWM Advisors LLC | 66,122 | $760.4K | 0.00% | −40,549−38.0% | Reduced |
| Rareview Capital LLC | 66,167 | $739.1K | 0.45% | +60+0.1% | Added |
| Ieq Capital, LLC | 63,916 | $735.0K | 0.00% | +50,701+383.7% | Added |
| Cetera Investment Advisers | 62,463 | $718.3K | 0.00% | +10,154+19.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 61,310 | $705.1K | 0.43% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 59,626 | $685.7K | 0.00% | −14,337−19.4% | Reduced |
| Oder Investment Management, LLC | 58,158 | $668.8K | 0.48% | +1,299+2.3% | Added |
| Mercer Global Advisors Inc | 55,700 | $640.5K | 0.00% | +55,700 | New |
| Van Hulzen Asset Management, LLC | 55,250 | $635.4K | 0.05% | +3,300+6.4% | Added |
| HighTower Advisors, LLC | 52,557 | $604.4K | 0.00% | +4,067+8.4% | Added |
| Kestra Private Wealth Services, LLC | 51,786 | $595.5K | 0.01% | +730+1.4% | Added |
| Hollencrest Capital Management | 51,133 | $588.0K | 0.02% | −3,930−7.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 50,807 | $584.3K | 0.01% | −14,550−22.3% | Reduced |
| Melfa Wealth Management, LLC | 49,816 | $572.9K | 0.34% | 00.0% | Unchanged |
| Cerity Partners LLC | 48,541 | $558.2K | 0.00% | 00.0% | Unchanged |
| RHS Financial, LLC | 46,030 | $529.3K | 0.27% | −530−1.1% | Reduced |
| Everett Harris & Co | 46,000 | $529.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 44,524 | $512.4K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 44,125 | $507.4K | 0.02% | −23,977−35.2% | Reduced |
| Merit Financial Group, LLC | 41,956 | $482.5K | 0.00% | +41,956 | New |
| Integrated Wealth Concepts LLC | 41,885 | $481.7K | 0.00% | +6,259+17.6% | Added |
| International Assets Investment Management, LLC | 42,600 | $477.5K | 0.04% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 41,235 | $474.2K | 0.18% | +100+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 40,750 | $471.6K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 40,813 | $469.4K | 0.05% | −142−0.3% | Reduced |
| NewEdge Wealth, LLC | 38,600 | $460.9K | 0.01% | +11,500+42.4% | Added |
| Bridgewealth Advisory Group, LLC | 39,042 | $449.0K | 0.10% | +214+0.6% | Added |
| Oppenheimer & Co Inc | 36,402 | $418.6K | 0.01% | +60.0% | Added |
| Apriem Advisors | 36,220 | $416.5K | 0.04% | −6,100−14.4% | Reduced |
| Prospera Financial Services Inc | 35,000 | $402.5K | 0.01% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 32,249 | $370.9K | 0.17% | −1,250−3.7% | Reduced |
| Sowell Financial Services LLC | 30,649 | $352.5K | 0.01% | −351−1.1% | Reduced |
| Farther Finance Advisors, LLC | 27,149 | $312.2K | 0.00% | +5,327+24.4% | Added |
| Castle Rock Wealth Management, LLC | 26,709 | $309.5K | 0.07% | +2,334+9.6% | Added |
| Intellectus Partners, LLC | 25,000 | $289.3K | 0.06% | 00.0% | Unchanged |
| MKT Advisors LLC | 23,060 | $267.5K | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 21,541 | $247.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,390 | $246.0K | 0.00% | −54,047−71.6% | Reduced |
| Snowden Capital Advisors LLC | 20,030 | $231.8K | 0.01% | −496−2.4% | Reduced |
| First American Trust, FSB | 19,000 | $218.5K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 18,195 | $209.2K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 16,170 | $186.0K | 0.01% | +183+1.1% | Added |
| RB Capital Management, LLC | 16,038 | $184.4K | 0.04% | +253+1.6% | Added |
| Mesirow Financial Investment Management, Inc. | 15,840 | $182.2K | 0.00% | +2,284+16.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,845 | $182.0K | 0.00% | −3,944−19.9% | Reduced |
| NWF Advisory Services Inc. | 15,690 | $180.4K | 0.02% | +1,170+8.1% | Added |
| Perigon Wealth Management, LLC | 15,168 | $174.4K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $173.1K | 0.01% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 14,953 | $172.0K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,748 | $169.6K | 0.00% | −12,511−45.9% | Reduced |
| Two Sigma Securities, LLC | 13,997 | $161.0K | 0.02% | +13,997 | New |
| Parallel Advisors, LLC | 13,831 | $159.1K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 13,544 | $155.8K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,124 | $150.9K | 0.00% | +81+0.6% | Added |
| Fiscal Wisdom Wealth Management, LLC | 11,901 | $140.2K | 0.13% | +11,901 | New |
| Fermata Advisors, LLC | 11,500 | $132.3K | 0.03% | +600+5.5% | Added |
| Riverview Trust Co | 10,612 | $122.0K | 0.15% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10,400 | $119.6K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 10,000 | $115.0K | 0.02% | +10,000 | New |
| MAI Capital Management | 8,900 | $102.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,245 | $82.2K | 0.01% | +6,005+484.3% | Added |
| US Bancorp | 4,400 | $50.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,685 | $42.4K | 0.00% | 00.0% | Unchanged |