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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $24 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 131 | $1.42K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 195 | $2.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 354 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 381 | $4.58K | 0.00% | −193−33.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 445 | $5.36K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 468 | $5.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 490 | $5.79K | 0.00% | +15+3.2% | Added |
| ORG Partners LLC | 568 | $6.85K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 659 | $7.92K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 728 | $8.75K | 0.00% | +728 | New |
| CoreCap Advisors, LLC | 1,100 | $13.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,350 | $16.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,905 | $22.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,500 | $30.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,638 | $31.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $36.0K | 0.02% | +3,000 | New |
| Comerica Bank | 3,342 | $40.2K | 0.00% | −1,263−27.4% | Reduced |
| Elequin Capital LP | 4,048 | $48.7K | 0.01% | +4,048 | New |
| Old Point Trust & Financial Services N A | 4,100 | $49.3K | 0.02% | +4,100 | New |
| Lindbrook Capital, LLC | 8,115 | $97.5K | 0.01% | +8,115 | New |
| Susquehanna International Group, LLP | 10,352 | $124.4K | 0.00% | +10,352 | New |
| Advisor OS, LLC | 10,389 | $124.9K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,500 | $174.3K | 0.00% | −8−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 16,209 | $194.8K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,164 | $206.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 20,395 | $231.9K | 0.17% | +1,951+10.6% | Added |
| Integrated Wealth Concepts LLC | 20,941 | $251.7K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 21,409 | $257.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,984 | $264.0K | 0.00% | −887−3.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,678 | $284.6K | 0.01% | +8,391+54.9% | Added |
| Wells Fargo & Company | 23,704 | $284.9K | 0.00% | +20,203+577.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,147 | $302.0K | 0.00% | +1,491+6.3% | Added |
| Silverlake Wealth Management LLC | 27,479 | $330.3K | 0.13% | +1,090+4.1% | Added |
| GWM Advisors LLC | 27,650 | $332.4K | 0.00% | +2,666+10.7% | Added |
| Gladstone Institutional Advisory LLC | 30,000 | $360.6K | 0.02% | 00.0% | Unchanged |
| Readystate Asset Management LP | 30,588 | $367.7K | 0.02% | +14,566+90.9% | Added |
| Janney Montgomery Scott LLC | 32,509 | $391.0K | 0.00% | +2,278+7.5% | Added |
| D.A. Davidson & Co. | 33,016 | $396.9K | 0.00% | +3,009+10.0% | Added |
| Jane Street Group, LLC | 33,833 | $406.7K | 0.00% | +33,833 | New |
| NWF Advisory Services Inc. | 34,011 | $408.8K | 0.06% | +34,011 | New |
| Walleye Capital LLC | 36,605 | $440.0K | 0.00% | +10,333+39.3% | Added |
| Blue Bell Private Wealth Management, LLC | 36,705 | $441.2K | 0.08% | −2,700−6.9% | Reduced |
| Private Advisor Group, LLC | 43,233 | $519.7K | 0.00% | +43,233 | New |
| Advisor Group Holdings, Inc. | 53,084 | $638.1K | 0.00% | −47−0.1% | Reduced |
| SFG Wealth Management, LLC. | 58,300 | $700.8K | 0.34% | +58,300 | New |
| Stifel Financial Corp | 58,662 | $705.1K | 0.00% | +2,766+4.9% | Added |
| Bank of America Corp | 59,475 | $714.9K | 0.00% | +9,784+19.7% | Added |
| First Trust Advisors LP | 65,735 | $790.1K | 0.00% | +920+1.4% | Added |
| Rockefeller Capital Management L.P. | 69,347 | $833.6K | 0.00% | −703−1.0% | Reduced |
| Quarry LP | 79,200 | $952.0K | 0.25% | 00.0% | Unchanged |
| Raymond James Financial Inc | 82,233 | $988.4K | 0.00% | −3,564−4.2% | Reduced |
| Royal Bank of Canada | 98,778 | $1.19M | 0.00% | +64,693+189.8% | Added |
| Cetera Investment Advisers | 101,340 | $1.22M | 0.00% | −1,270−1.2% | Reduced |
| Absolute Investment Advisers LLC | 203,600 | $2.45M | 0.36% | −1,900−0.9% | Reduced |
| Wolverine Asset Management LLC | 219,407 | $2.64M | 0.05% | +157,212+252.8% | Added |
| LPL Financial LLC | 271,512 | $3.26M | 0.00% | +37,460+16.0% | Added |
| Shaker Financial Services, LLC | 286,041 | $3.50M | 1.36% | +92,794+48.0% | Added |
| Heron Bay Capital Management | 315,139 | $3.79M | 0.80% | −800.0% | Reduced |
| UBS Group AG | 575,653 | $6.92M | 0.00% | −33,079−5.4% | Reduced |
| Morgan Stanley | 647,964 | $7.79M | 0.00% | +36,947+6.0% | Added |
| Pathstone Holdings, LLC | 862,896 | $10.5M | 0.05% | +579,727+204.7% | Added |
| Penserra Capital Management LLC | 889,704 | $10.7M | 0.19% | +168,390+23.3% | Added |
| Saba Capital Management, L.P. | 2,378,113 | $28.6M | 0.78% | −1,221,512−33.9% | Reduced |
| 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 |