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, Q4 2025
Institutional positions in Nuveen Multi-Asset Income Fund as of Dec 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
- 84
- +11 vs. Q3 2025
- Shares held
- 7.08M
- −290.9K (−3.9%) vs. Q3 2025
- Total value
- $92.4M
- −$3.35M (−3.5%) vs. Q3 2025
- New holders
- 18
- 26 more added
- Sold out
- 7
- 22 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 1,224,023 | $16.0M | 0.06% | −35,190−2.8% | Reduced |
| Penserra Capital Management LLC | 986,984 | $12.9M | 0.15% | +67,622+7.4% | Added |
| Morgan Stanley | 893,107 | $11.6M | 0.00% | +26,531+3.1% | Added |
| UBS Group AG | 681,504 | $8.89M | 0.00% | +42,990+6.7% | Added |
| LPL Financial LLC | 393,127 | $5.13M | 0.00% | +74,745+23.5% | Added |
| Heron Bay Capital Management | 287,775 | $3.75M | 0.72% | −2,299−0.8% | Reduced |
| Stifel Financial Corp | 201,156 | $2.62M | 0.00% | +134,154+200.2% | Added |
| Royal Bank of Canada | 195,116 | $2.54M | 0.00% | +46,496+31.3% | Added |
| Wolverine Asset Management LLC | 182,610 | $2.38M | 0.03% | −154,373−45.8% | Reduced |
| Shaker Financial Services, LLC | 151,410 | $1.97M | 0.63% | +52,265+52.7% | Added |
| D.A. Davidson & Co. | 130,500 | $1.70M | 0.01% | +15,697+13.7% | Added |
| Absolute Investment Advisers LLC | 116,794 | $1.54M | 0.18% | −97,706−45.6% | Reduced |
| First Trust Advisors LP | 107,113 | $1.40M | 0.00% | +6,757+6.7% | Added |
| Cetera Investment Advisers | 97,245 | $1.27M | 0.00% | +2,273+2.4% | Added |
| Raymond James Financial Inc | 79,642 | $1.04M | 0.00% | +3,208+4.2% | Added |
| Saba Capital Management, L.P. | 75,279 | $981.6K | 0.03% | −658,916−89.7% | Reduced |
| Bank of America Corp | 69,755 | $909.6K | 0.00% | +11,573+19.9% | Added |
| Advisor Group Holdings, Inc. | 65,594 | $855.4K | 0.00% | −1,356−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 64,106 | $836.0K | 0.00% | −5,941−8.5% | Reduced |
| Advisors Asset Management, Inc. | 64,087 | $835.7K | 0.01% | +64,087 | New |
| Evolve Private Wealth, LLC | 57,581 | $750.9K | 0.04% | +57,581 | New |
| Closed-End Fund Advisors, Inc. | 56,792 | $740.6K | 0.44% | +56,792 | New |
| Readystate Asset Management LP | 56,174 | $732.5K | 0.03% | +56,174 | New |
| Cambridge Investment Research Advisors, Inc. | 53,905 | $703.0K | 0.00% | +1,291+2.5% | Added |
| Calamos Advisors LLC | 51,019 | $665.3K | 0.00% | +19,540+62.1% | Added |
| JPMorgan Chase & Co | 49,222 | $641.9K | 0.00% | +4,152+9.2% | Added |
| PMG Family Office LLC | 44,221 | $576.6K | 0.67% | −2,054−4.4% | Reduced |
| NWF Advisory Services Inc. | 40,361 | $526.3K | 0.06% | +750+1.9% | Added |
| Janney Montgomery Scott LLC | 40,142 | $523.0K | 0.00% | −3,054−7.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 37,781 | $492.7K | 0.07% | −327−0.9% | Reduced |
| Private Advisor Group, LLC | 32,525 | $424.1K | 0.00% | −1,391−4.1% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $391.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,395 | $383.3K | 0.00% | −819−2.7% | Reduced |
| SFG Wealth Management, LLC. | 29,150 | $380.1K | 0.15% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 28,481 | $371.4K | 0.01% | +28,481 | New |
| Silverlake Wealth Management LLC | 27,479 | $358.3K | 0.08% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,305 | $356.1K | 0.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,828 | $336.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,767 | $309.9K | 0.00% | −1,083−4.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 22,618 | $294.9K | 0.13% | +2,223+10.9% | Added |
| Millennium Management LLC | 21,409 | $279.2K | 0.00% | −3,000−12.3% | Reduced |
| International Assets Investment Management, LLC | 20,507 | $267.4K | 0.02% | +9,775+91.1% | Added |
| Integrated Wealth Concepts LLC | 18,138 | $236.5K | 0.00% | −4,043−18.2% | Reduced |
| Advisory Services Network, LLC | 17,995 | $234.7K | 0.00% | +16,741+1,335.0% | Added |
| MML Investors Services, LLC | 17,164 | $223.8K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,209 | $211.4K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 14,436 | $188.2K | 0.00% | +1,013+7.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,938 | $183.6K | 0.00% | +229+1.7% | Added |
| XTX Topco Ltd | 13,415 | $174.9K | 0.00% | +13,415 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,249 | $172.8K | 0.01% | +487+3.8% | Added |
| Merit Financial Group, LLC | 12,708 | $165.7K | 0.00% | −595−4.5% | Reduced |
| Advisor OS, LLC | 10,389 | $135.5K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,277 | $134.0K | 0.00% | +10,277 | New |
| J.W. Cole Advisors, Inc. | 10,056 | $131.1K | 0.00% | +10,056 | New |
| Kestra Advisory Services, LLC | 5,241 | $68.3K | 0.00% | +5,241 | New |
| Old Point Trust & Financial Services N A | 4,100 | $53.5K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 3,289 | $42.9K | 0.00% | −104−3.1% | Reduced |
| Wells Fargo & Company | 3,283 | $42.8K | 0.00% | +2,968+942.2% | Added |
| Garton & Associates Financial Advisors LLC | 3,187 | $41.6K | 0.02% | +3,187 | New |
| Atlantic Union Bankshares Corp | 3,051 | $39.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,638 | $34.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,515 | $32.8K | 0.00% | −200−7.4% | Reduced |
| Sound Income Strategies, LLC | 1,905 | $25.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,394 | $18.2K | 0.00% | +1,394 | New |
| Keating Financial Advisory Services, Inc. | 1,297 | $16.9K | 0.00% | +1,297 | New |
| Flagship Harbor Advisors, LLC | 1,173 | $15.3K | 0.00% | +1,173 | New |
| The PNC Financial Services Group, Inc. | 1,172 | $15.3K | 0.00% | +1,172 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,096 | $14.3K | 0.00% | +118+12.1% | Added |
| Allworth Financial LP | 1,043 | $13.6K | 0.00% | +18+1.8% | Added |
| Farther Finance Advisors, LLC | 996 | $13.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 728 | $9.49K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $7.41K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 535 | $6.98K | 0.00% | +535 | New |
| Massmutual Trust Co FSB | 500 | $6.52K | 0.00% | +500 | New |
| CoreCap Advisors, LLC | 455 | $5.93K | 0.00% | −645−58.6% | Reduced |
| SageView Advisory Group, LLC | 437 | $5.70K | 0.00% | +437 | New |
| Delta Asset Management LLC | 400 | $5.22K | 0.00% | −68−14.5% | Reduced |
| Geneos Wealth Management Inc. | 381 | $4.97K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 364 | $4.75K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 228 | $2.97K | 0.00% | +28+14.0% | Added |
| WPG Advisers, LLC | 227 | $2.96K | 0.00% | −47−17.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 164 | $2.14K | 0.00% | +164 | New |
| Signaturefd, LLC | 64 | $835 | 0.00% | −47−42.3% | Reduced |
| Citigroup Inc | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 0 | $0 | 0.00% | −79,200−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −32,021−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,752−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −21,767−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −12,982−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |