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, Q3 2025
Institutional positions in Nuveen Multi-Asset 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
- 73
- +7 vs. Q2 2025
- Shares held
- 7.37M
- −325.1K (−4.2%) vs. Q2 2025
- Total value
- $95.7M
- −$1.54M (−1.6%) vs. Q2 2025
- New holders
- 14
- 29 more added
- Sold out
- 7
- 11 more reduced
1 institution 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 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 1,259,213 | $16.3M | 0.06% | +475,298+60.6% | Added |
| Penserra Capital Management LLC | 919,362 | $11.9M | 0.14% | +2,572+0.3% | Added |
| Morgan Stanley | 866,576 | $11.2M | 0.00% | +84,648+10.8% | Added |
| Saba Capital Management, L.P. | 734,195 | $9.53M | 0.31% | −1,037,368−58.6% | Reduced |
| UBS Group AG | 638,514 | $8.29M | 0.00% | +55,340+9.5% | Added |
| Wolverine Asset Management LLC | 336,983 | $4.37M | 0.06% | −69,756−17.2% | Reduced |
| LPL Financial LLC | 318,382 | $4.13M | 0.00% | +15,441+5.1% | Added |
| Heron Bay Capital Management | 290,074 | $3.77M | 0.70% | −641−0.2% | Reduced |
| Absolute Investment Advisers LLC | 214,500 | $2.78M | 0.35% | 00.0% | Unchanged |
| Royal Bank of Canada | 148,620 | $1.93M | 0.00% | +19,653+15.2% | Added |
| D.A. Davidson & Co. | 114,803 | $1.49M | 0.01% | +67,574+143.1% | Added |
| Shaker Financial Services, LLC | 99,145 | $1.31M | 0.45% | −179,340−64.4% | Reduced |
| First Trust Advisors LP | 100,356 | $1.30M | 0.00% | +23,014+29.8% | Added |
| Cetera Investment Advisers | 94,972 | $1.23M | 0.00% | +5,724+6.4% | Added |
| Quarry LP | 79,200 | $1.03M | 0.25% | 00.0% | Unchanged |
| Raymond James Financial Inc | 76,434 | $992.1K | 0.00% | −5,042−6.2% | Reduced |
| Rockefeller Capital Management L.P. | 70,047 | $909.2K | 0.00% | +748+1.1% | Added |
| Stifel Financial Corp | 67,002 | $869.7K | 0.00% | +4,066+6.5% | Added |
| Advisor Group Holdings, Inc. | 66,950 | $851.4K | 0.00% | +4,704+7.6% | Added |
| Bank of America Corp | 58,182 | $755.2K | 0.00% | +7,284+14.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,614 | $683.0K | 0.00% | +23,381+80.0% | Added |
| PMG Family Office LLC | 46,275 | $606.5K | 0.68% | +46,275 | New |
| JPMorgan Chase & Co | 45,070 | $585.0K | 0.00% | −1,154−2.5% | Reduced |
| Janney Montgomery Scott LLC | 43,196 | $561.0K | 0.00% | +2,006+4.9% | Added |
| NWF Advisory Services Inc. | 39,611 | $514.2K | 0.06% | +5,000+14.4% | Added |
| Blue Bell Private Wealth Management, LLC | 38,108 | $494.6K | 0.08% | +5,927+18.4% | Added |
| Private Advisor Group, LLC | 33,916 | $440.2K | 0.00% | −1,358−3.8% | Reduced |
| Walleye Capital LLC | 32,021 | $415.6K | 0.00% | +6,101+23.5% | Added |
| Calamos Advisors LLC | 31,479 | $408.6K | 0.00% | +31,479 | New |
| GWM Advisors LLC | 30,214 | $392.2K | 0.00% | +435+1.5% | Added |
| Gladstone Institutional Advisory LLC | 30,000 | $389.4K | 0.01% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 29,150 | $378.4K | 0.16% | +29,150 | New |
| Silverlake Wealth Management LLC | 27,479 | $356.7K | 0.09% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,305 | $354.4K | 0.21% | +27,305 | New |
| HighTower Advisors, LLC | 25,828 | $335.2K | 0.00% | +25,828 | New |
| Commonwealth Equity Services, LLC | 24,850 | $323.0K | 0.00% | +2,478+11.1% | Added |
| Millennium Management LLC | 24,409 | $316.8K | 0.00% | +3,000+14.0% | Added |
| HRT Financial LP | 23,752 | $308.0K | 0.00% | +23,752 | New |
| Integrated Wealth Concepts LLC | 22,181 | $287.9K | 0.00% | +3,061+16.0% | Added |
| TCG Advisory Services, LLC | 21,767 | $282.5K | 0.01% | +21,767 | New |
| Fortitude Advisory Group L.L.C. | 20,395 | $264.7K | 0.14% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,164 | $222.8K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,209 | $210.4K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,709 | $179.9K | 0.00% | +308+2.3% | Added |
| Invesco Ltd. | 13,423 | $174.2K | 0.00% | +13,423 | New |
| Merit Financial Group, LLC | 13,303 | $172.7K | 0.00% | +258+2.0% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 12,982 | $168.5K | 0.07% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,762 | $165.7K | 0.01% | +1,093+9.4% | Added |
| International Assets Investment Management, LLC | 10,732 | $135.9K | 0.01% | +40.0% | Added |
| Advisor OS, LLC | 10,389 | $134.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 4,100 | $53.2K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 3,393 | $44.0K | 0.00% | +11+0.3% | Added |
| Atlantic Union Bankshares Corp | 3,051 | $39.6K | 0.00% | +3,051 | New |
| Steward Partners Investment Advisory, LLC | 2,715 | $35.2K | 0.00% | +2,056+312.0% | Added |
| MAI Capital Management | 2,638 | $34.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,500 | $32.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,905 | $25.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,254 | $16.3K | 0.00% | +1,254 | New |
| CoreCap Advisors, LLC | 1,100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,025 | $13.3K | 0.00% | −1,487−59.2% | Reduced |
| Farther Finance Advisors, LLC | 996 | $12.9K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 978 | $12.7K | 0.00% | +978 | New |
| FNY Investment Advisers, LLC | 1,000 | $12.0K | 0.00% | −3,300−76.7% | Reduced |
| N.E.W. Advisory Services LLC | 728 | $9.45K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $7.37K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 468 | $6.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 381 | $4.95K | 0.00% | −1,042−73.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 364 | $4.72K | 0.00% | +364 | New |
| Wells Fargo & Company | 315 | $4.09K | 0.00% | −10,878−97.2% | Reduced |
| WPG Advisers, LLC | 274 | $3.56K | 0.00% | +96+53.9% | Added |
| Highline Wealth Partners LLC | 200 | $2.60K | 0.00% | +200 | New |
| Signaturefd, LLC | 111 | $1.44K | 0.00% | +111 | New |
| Citigroup Inc | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −43,346−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Capital Market Strategies LLC | – | – | – | – | Not filed |