Nuveen Multi-Asset Income Fund
NMAI- Exchange
- NYSE
- SEC CIK
- 0001861115
No open-market purchases or sales by Nuveen Multi-Asset Income Fund insiders were filed in the last 90 days; 76 institutions reported holding it in 13F filings for Q2 2026, worth $82.3M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Nuveen Multi-Asset Income Fund as of Mar 31, 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
- 64
- −3 vs. Q4 2024
- Shares held
- 8.00M
- −433.9K (−5.1%) vs. Q4 2024
- Total value
- $96.3M
- −$5.29M (−5.2%) vs. Q4 2024
- New holders
- 10
- 21 more added
- Sold out
- 13
- 13 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NMAI 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 | 76 | $82.3M |
| Q1 2026 | 84 | $81.7M |
| Q4 2025 | 84 | $92.4M |
| Q3 2025 | 73 | $95.7M |
| Q2 2025 | 67 | $97.4M |
| Q1 2025 | 64 | $96.3M |
| Q4 2024 | 67 | $101.6M |
| Q3 2024 | 64 | $116.4M |
| Q2 2024 | 63 | $122.1M |
| Q1 2024 | 69 | $127.4M |
| Q4 2023 | 65 | $129.9M |
| Q3 2023 | 67 | $110.0M |
| Q2 2023 | 71 | $106.3M |
| Q1 2023 | 74 | $93.9M |
| Q4 2022 | 77 | $88.0M |
| Q3 2022 | 72 | $82.2M |
| Q2 2022 | 80 | $90.6M |
| Q1 2022 | 73 | $99.3M |
| Q4 2021 | 74 | $104.2M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 2,378,113 | $28.6M | 0.78% | −1,221,512−33.9% | Reduced |
| Penserra Capital Management LLC | 889,704 | $10.7M | 0.19% | +168,390+23.3% | Added |
| Pathstone Holdings, LLC | 862,896 | $10.5M | 0.05% | +579,727+204.7% | Added |
| Morgan Stanley | 647,964 | $7.79M | 0.00% | +36,947+6.0% | Added |
| UBS Group AG | 575,653 | $6.92M | 0.00% | −33,079−5.4% | Reduced |
| Heron Bay Capital Management | 315,139 | $3.79M | 0.80% | −800.0% | Reduced |
| Shaker Financial Services, LLC | 286,041 | $3.50M | 1.36% | +92,794+48.0% | Added |
| LPL Financial LLC | 271,512 | $3.26M | 0.00% | +37,460+16.0% | Added |
| Wolverine Asset Management LLC | 219,407 | $2.64M | 0.05% | +157,212+252.8% | Added |
| Absolute Investment Advisers LLC | 203,600 | $2.45M | 0.36% | −1,900−0.9% | Reduced |
| Cetera Investment Advisers | 101,340 | $1.22M | 0.00% | −1,270−1.2% | Reduced |
| Royal Bank of Canada | 98,778 | $1.19M | 0.00% | +64,693+189.8% | Added |
| Raymond James Financial Inc | 82,233 | $988.4K | 0.00% | −3,564−4.2% | Reduced |
| Quarry LP | 79,200 | $952.0K | 0.25% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 69,347 | $833.6K | 0.00% | −703−1.0% | Reduced |
| First Trust Advisors LP | 65,735 | $790.1K | 0.00% | +920+1.4% | Added |
| Bank of America Corp | 59,475 | $714.9K | 0.00% | +9,784+19.7% | Added |
| Stifel Financial Corp | 58,662 | $705.1K | 0.00% | +2,766+4.9% | Added |
| SFG Wealth Management, LLC. | 58,300 | $700.8K | 0.34% | +58,300 | New |
| Advisor Group Holdings, Inc. | 53,084 | $638.1K | 0.00% | −47−0.1% | Reduced |
| Private Advisor Group, LLC | 43,233 | $519.7K | 0.00% | +43,233 | New |
| Blue Bell Private Wealth Management, LLC | 36,705 | $441.2K | 0.08% | −2,700−6.9% | Reduced |
| Walleye Capital LLC | 36,605 | $440.0K | 0.00% | +10,333+39.3% | Added |
| NWF Advisory Services Inc. | 34,011 | $408.8K | 0.06% | +34,011 | New |
| Jane Street Group, LLC | 33,833 | $406.7K | 0.00% | +33,833 | New |
| D.A. Davidson & Co. | 33,016 | $396.9K | 0.00% | +3,009+10.0% | Added |
| Janney Montgomery Scott LLC | 32,509 | $391.0K | 0.00% | +2,278+7.5% | Added |
| Readystate Asset Management LP | 30,588 | $367.7K | 0.02% | +14,566+90.9% | Added |
| Gladstone Institutional Advisory LLC | 30,000 | $360.6K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 27,650 | $332.4K | 0.00% | +2,666+10.7% | Added |
| Silverlake Wealth Management LLC | 27,479 | $330.3K | 0.13% | +1,090+4.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,147 | $302.0K | 0.00% | +1,491+6.3% | Added |
| Wells Fargo & Company | 23,704 | $284.9K | 0.00% | +20,203+577.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,678 | $284.6K | 0.01% | +8,391+54.9% | Added |
| Commonwealth Equity Services, LLC | 21,984 | $264.0K | 0.00% | −887−3.9% | Reduced |
| Millennium Management LLC | 21,409 | $257.3K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 20,941 | $251.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 20,395 | $231.9K | 0.17% | +1,951+10.6% | Added |
| MML Investors Services, LLC | 17,164 | $206.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,209 | $194.8K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,500 | $174.3K | 0.00% | −8−0.1% | Reduced |
| Advisor OS, LLC | 10,389 | $124.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,352 | $124.4K | 0.00% | +10,352 | New |
| Lindbrook Capital, LLC | 8,115 | $97.5K | 0.01% | +8,115 | New |
| Old Point Trust & Financial Services N A | 4,100 | $49.3K | 0.02% | +4,100 | New |
| Elequin Capital LP | 4,048 | $48.7K | 0.01% | +4,048 | New |
| Comerica Bank | 3,342 | $40.2K | 0.00% | −1,263−27.4% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $36.0K | 0.02% | +3,000 | New |
| MAI Capital Management | 2,638 | $31.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,500 | $30.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,905 | $22.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,350 | $16.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,100 | $13.2K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 728 | $8.75K | 0.00% | +728 | New |
| Steward Partners Investment Advisory, LLC | 659 | $7.92K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $6.85K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 490 | $5.79K | 0.00% | +15+3.2% | Added |
| Delta Asset Management LLC | 468 | $5.63K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 445 | $5.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 381 | $4.58K | 0.00% | −193−33.6% | Reduced |
| CWM, LLC | 354 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 195 | $2.34K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 131 | $1.42K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $24 | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −405,546−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −53,603−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −43,662−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −28,385−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −24,772−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,528−100.0% | Sold out |
| Blake Schutter Theil Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,214−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |