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 2026
Institutional positions in Nuveen Multi-Asset Income Fund as of Mar 31, 2026. 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
- +3 vs. Q4 2025
- Shares held
- 6.59M
- −485.0K (−6.9%) vs. Q4 2025
- Total value
- $81.7M
- −$10.6M (−11.5%) vs. Q4 2025
- New holders
- 16
- 34 more added
- Sold out
- 13
- 15 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 1,061,064 | $13.2M | 0.05% | −162,959−13.3% | Reduced |
| Morgan Stanley | 987,703 | $12.2M | 0.00% | +94,596+10.6% | Added |
| UBS Group AG | 671,354 | $8.32M | 0.00% | −10,150−1.5% | Reduced |
| Penserra Capital Management LLC | 540,293 | $6.70M | 0.08% | −446,691−45.3% | Reduced |
| LPL Financial LLC | 423,921 | $5.26M | 0.00% | +30,794+7.8% | Added |
| Heron Bay Capital Management | 287,763 | $3.57M | 0.33% | −120.0% | Reduced |
| Royal Bank of Canada | 240,191 | $2.98M | 0.00% | +45,075+23.1% | Added |
| Advisors Asset Management, Inc. | 235,038 | $2.91M | 0.05% | +170,951+266.7% | Added |
| Stifel Financial Corp | 217,083 | $2.69M | 0.00% | +15,927+7.9% | Added |
| Cetera Investment Advisers | 138,811 | $1.72M | 0.00% | +41,566+42.7% | Added |
| D.A. Davidson & Co. | 131,230 | $1.63M | 0.01% | +730+0.6% | Added |
| First Trust Advisors LP | 112,821 | $1.40M | 0.00% | +5,708+5.3% | Added |
| Bank of America Corp | 87,162 | $1.08M | 0.00% | +17,407+25.0% | Added |
| Raymond James Financial Inc | 83,905 | $1.04M | 0.00% | +4,263+5.4% | Added |
| Advisor Group Holdings, Inc. | 79,840 | $990.0K | 0.00% | +14,246+21.7% | Added |
| Closed-End Fund Advisors, Inc. | 62,830 | $779.1K | 0.79% | +6,038+10.6% | Added |
| Millennium Management LLC | 58,809 | $729.2K | 0.00% | +37,400+174.7% | Added |
| Rockefeller Capital Management L.P. | 58,757 | $728.6K | 0.00% | −5,349−8.3% | Reduced |
| Calamos Advisors LLC | 57,914 | $718.1K | 0.00% | +6,895+13.5% | Added |
| Evolve Private Wealth, LLC | 56,962 | $706.3K | 0.04% | −619−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,229 | $672.0K | 0.00% | +324+0.6% | Added |
| JPMorgan Chase & Co | 51,877 | $625.6K | 0.00% | +2,655+5.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 50,441 | $625.5K | 0.02% | +21,960+77.1% | Added |
| PMG Family Office LLC | 45,926 | $574.7K | 0.64% | +1,705+3.9% | Added |
| Envestnet Asset Management Inc | 44,447 | $551.1K | 0.00% | +44,447 | New |
| TCG Advisory Services, LLC | 43,952 | $545.0K | 0.01% | +43,952 | New |
| NWF Advisory Services Inc. | 43,561 | $540.2K | 0.06% | +3,200+7.9% | Added |
| Shaker Financial Services, LLC | 42,232 | $524.4K | 0.18% | −109,178−72.1% | Reduced |
| Private Advisor Group, LLC | 40,756 | $505.4K | 0.00% | +8,231+25.3% | Added |
| GWM Advisors LLC | 39,447 | $489.1K | 0.00% | +10,052+34.2% | Added |
| Janney Montgomery Scott LLC | 39,406 | $489.0K | 0.00% | −736−1.8% | Reduced |
| Advisory Services Network, LLC | 38,774 | $480.8K | 0.01% | +20,779+115.5% | Added |
| Blue Bell Private Wealth Management, LLC | 31,501 | $390.6K | 0.06% | −6,280−16.6% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $372.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 29,597 | $367.0K | 0.00% | +5,830+24.5% | Added |
| Invesco Ltd. | 28,274 | $350.6K | 0.00% | +13,838+95.9% | Added |
| Silverlake Wealth Management LLC | 27,479 | $340.7K | 0.07% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,305 | $338.6K | 0.19% | 00.0% | Unchanged |
| HRT Financial LP | 26,210 | $325.0K | 0.00% | +26,210 | New |
| Wolverine Asset Management LLC | 25,897 | $321.1K | 0.01% | −156,713−85.8% | Reduced |
| HighTower Advisors, LLC | 25,828 | $320.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 22,618 | $280.5K | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 21,780 | $270.1K | 0.00% | +3,642+20.1% | Added |
| International Assets Investment Management, LLC | 20,469 | $257.9K | 0.02% | −38−0.2% | Reduced |
| MML Investors Services, LLC | 17,164 | $212.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,128 | $212.4K | 0.00% | +11,887+226.8% | Added |
| Koshinski Asset Management, Inc. | 16,209 | $201.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,604 | $168.7K | 0.00% | +13,604 | New |
| Merit Financial Group, LLC | 12,679 | $157.2K | 0.00% | −29−0.2% | Reduced |
| Jane Street Group, LLC | 11,840 | $146.8K | 0.00% | +1,563+15.2% | Added |
| Warren Averett Asset Management, LLC | 10,723 | $133.0K | 0.00% | +10,723 | New |
| Advisor OS, LLC | 10,389 | $128.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,175 | $64.2K | 0.00% | +2,537+96.2% | Added |
| Old Point Trust & Financial Services N A | 4,100 | $50.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,286 | $40.7K | 0.00% | +3,286 | New |
| Atlantic Union Bankshares Corp | 3,051 | $37.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,684 | $33.3K | 0.00% | +169+6.7% | Added |
| Cassaday & Co Wealth Management LLC | 2,504 | $31.1K | 0.00% | +2,504 | New |
| Sound Income Strategies, LLC | 1,905 | $24.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,638 | $20.3K | 0.00% | +910+125.0% | Added |
| Farther Finance Advisors, LLC | 1,408 | $17.7K | 0.00% | +412+41.4% | Added |
| Keating Financial Advisory Services, Inc. | 1,297 | $16.1K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,218 | $15.1K | 0.01% | +1,218 | New |
| Wells Fargo & Company | 1,092 | $13.5K | 0.00% | −2,191−66.7% | Reduced |
| Allworth Financial LP | 1,051 | $13.0K | 0.00% | +8+0.8% | Added |
| FNY Investment Advisers, LLC | 1,000 | $12.0K | 0.01% | +1,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 898 | $11.1K | 0.00% | −198−18.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 800 | $9.92K | 0.00% | +636+387.8% | Added |
| Golden State Equity Partners | 568 | $7.04K | 0.00% | +568 | New |
| Pinnacle Wealth Planning Services, Inc. | 535 | $6.63K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 500 | $6.20K | 0.00% | +500 | New |
| CoreCap Advisors, LLC | 455 | $5.64K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $4.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 381 | $4.72K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 364 | $4.51K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 345 | $4.28K | 0.01% | +345 | New |
| WPG Advisers, LLC | 235 | $2.91K | 0.00% | +8+3.5% | Added |
| Highline Wealth Partners LLC | 225 | $2.79K | 0.00% | −3−1.3% | Reduced |
| Harbour Investments, Inc. | 225 | $2.79K | 0.00% | +225 | New |
| BlackRock, Inc. | 86 | $1.06K | 0.00% | +86 | New |
| Signaturefd, LLC | 64 | $794 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 51 | $632 | 0.00% | +51 | New |
| Root Financial Partners, LLC | 33 | $409 | 0.00% | +33 | New |
| Citigroup Inc | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −116,794−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −75,279−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −56,174−100.0% | Sold out |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −29,150−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −13,938−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,415−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −13,249−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −10,056−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −3,187−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,172−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |