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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 111 | $1.44K | 0.00% | +111 | New |
| Highline Wealth Partners LLC | 200 | $2.60K | 0.00% | +200 | New |
| WPG Advisers, LLC | 274 | $3.56K | 0.00% | +96+53.9% | Added |
| Wells Fargo & Company | 315 | $4.09K | 0.00% | −10,878−97.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 364 | $4.72K | 0.00% | +364 | New |
| Geneos Wealth Management Inc. | 381 | $4.95K | 0.00% | −1,042−73.2% | Reduced |
| Delta Asset Management LLC | 468 | $6.08K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $7.37K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 728 | $9.45K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $12.0K | 0.00% | −3,300−76.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 978 | $12.7K | 0.00% | +978 | New |
| Farther Finance Advisors, LLC | 996 | $12.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,025 | $13.3K | 0.00% | −1,487−59.2% | Reduced |
| CoreCap Advisors, LLC | 1,100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,254 | $16.3K | 0.00% | +1,254 | New |
| Sound Income Strategies, LLC | 1,905 | $25.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,500 | $32.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,638 | $34.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,715 | $35.2K | 0.00% | +2,056+312.0% | Added |
| Atlantic Union Bankshares Corp | 3,051 | $39.6K | 0.00% | +3,051 | New |
| Comerica Bank | 3,393 | $44.0K | 0.00% | +11+0.3% | Added |
| Old Point Trust & Financial Services N A | 4,100 | $53.2K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 10,389 | $134.8K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,732 | $135.9K | 0.01% | +40.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,762 | $165.7K | 0.01% | +1,093+9.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 12,982 | $168.5K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,303 | $172.7K | 0.00% | +258+2.0% | Added |
| Invesco Ltd. | 13,423 | $174.2K | 0.00% | +13,423 | New |
| Wealth Enhancement Advisory Services, LLC | 13,709 | $179.9K | 0.00% | +308+2.3% | Added |
| Koshinski Asset Management, Inc. | 16,209 | $210.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,164 | $222.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 20,395 | $264.7K | 0.14% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 21,767 | $282.5K | 0.01% | +21,767 | New |
| Integrated Wealth Concepts LLC | 22,181 | $287.9K | 0.00% | +3,061+16.0% | Added |
| HRT Financial LP | 23,752 | $308.0K | 0.00% | +23,752 | New |
| Millennium Management LLC | 24,409 | $316.8K | 0.00% | +3,000+14.0% | Added |
| Commonwealth Equity Services, LLC | 24,850 | $323.0K | 0.00% | +2,478+11.1% | Added |
| HighTower Advisors, LLC | 25,828 | $335.2K | 0.00% | +25,828 | New |
| Melfa Wealth Management, LLC | 27,305 | $354.4K | 0.21% | +27,305 | New |
| Silverlake Wealth Management LLC | 27,479 | $356.7K | 0.09% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 29,150 | $378.4K | 0.16% | +29,150 | New |
| Gladstone Institutional Advisory LLC | 30,000 | $389.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 30,214 | $392.2K | 0.00% | +435+1.5% | Added |
| Calamos Advisors LLC | 31,479 | $408.6K | 0.00% | +31,479 | New |
| Walleye Capital LLC | 32,021 | $415.6K | 0.00% | +6,101+23.5% | Added |
| Private Advisor Group, LLC | 33,916 | $440.2K | 0.00% | −1,358−3.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 38,108 | $494.6K | 0.08% | +5,927+18.4% | Added |
| NWF Advisory Services Inc. | 39,611 | $514.2K | 0.06% | +5,000+14.4% | Added |
| Janney Montgomery Scott LLC | 43,196 | $561.0K | 0.00% | +2,006+4.9% | Added |
| JPMorgan Chase & Co | 45,070 | $585.0K | 0.00% | −1,154−2.5% | Reduced |
| PMG Family Office LLC | 46,275 | $606.5K | 0.68% | +46,275 | New |
| Cambridge Investment Research Advisors, Inc. | 52,614 | $683.0K | 0.00% | +23,381+80.0% | Added |
| Bank of America Corp | 58,182 | $755.2K | 0.00% | +7,284+14.3% | Added |
| Advisor Group Holdings, Inc. | 66,950 | $851.4K | 0.00% | +4,704+7.6% | Added |
| Stifel Financial Corp | 67,002 | $869.7K | 0.00% | +4,066+6.5% | Added |
| Rockefeller Capital Management L.P. | 70,047 | $909.2K | 0.00% | +748+1.1% | Added |
| Raymond James Financial Inc | 76,434 | $992.1K | 0.00% | −5,042−6.2% | Reduced |
| Quarry LP | 79,200 | $1.03M | 0.25% | 00.0% | Unchanged |
| Cetera Investment Advisers | 94,972 | $1.23M | 0.00% | +5,724+6.4% | Added |
| First Trust Advisors LP | 100,356 | $1.30M | 0.00% | +23,014+29.8% | Added |
| Shaker Financial Services, LLC | 99,145 | $1.31M | 0.45% | −179,340−64.4% | Reduced |
| D.A. Davidson & Co. | 114,803 | $1.49M | 0.01% | +67,574+143.1% | Added |
| Royal Bank of Canada | 148,620 | $1.93M | 0.00% | +19,653+15.2% | Added |
| Absolute Investment Advisers LLC | 214,500 | $2.78M | 0.35% | 00.0% | Unchanged |
| Heron Bay Capital Management | 290,074 | $3.77M | 0.70% | −641−0.2% | Reduced |
| LPL Financial LLC | 318,382 | $4.13M | 0.00% | +15,441+5.1% | Added |
| Wolverine Asset Management LLC | 336,983 | $4.37M | 0.06% | −69,756−17.2% | Reduced |
| UBS Group AG | 638,514 | $8.29M | 0.00% | +55,340+9.5% | Added |
| Saba Capital Management, L.P. | 734,195 | $9.53M | 0.31% | −1,037,368−58.6% | Reduced |
| Morgan Stanley | 866,576 | $11.2M | 0.00% | +84,648+10.8% | Added |
| Penserra Capital Management LLC | 919,362 | $11.9M | 0.14% | +2,572+0.3% | Added |
| Pathstone Holdings, LLC | 1,259,213 | $16.3M | 0.06% | +475,298+60.6% | Added |
| 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 |