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