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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 33 | $409 | 0.00% | +33 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 51 | $632 | 0.00% | +51 | New |
| Signaturefd, LLC | 64 | $794 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 86 | $1.06K | 0.00% | +86 | New |
| Highline Wealth Partners LLC | 225 | $2.79K | 0.00% | −3−1.3% | Reduced |
| Harbour Investments, Inc. | 225 | $2.79K | 0.00% | +225 | New |
| WPG Advisers, LLC | 235 | $2.91K | 0.00% | +8+3.5% | Added |
| POM Investment Strategies, LLC | 345 | $4.28K | 0.01% | +345 | New |
| Measured Wealth Private Client Group, LLC | 364 | $4.51K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 381 | $4.72K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $4.96K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 455 | $5.64K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 500 | $6.20K | 0.00% | +500 | New |
| Pinnacle Wealth Planning Services, Inc. | 535 | $6.63K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 568 | $7.04K | 0.00% | +568 | New |
| Northwestern Mutual Wealth Management Co | 800 | $9.92K | 0.00% | +636+387.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 898 | $11.1K | 0.00% | −198−18.1% | Reduced |
| FNY Investment Advisers, LLC | 1,000 | $12.0K | 0.01% | +1,000 | New |
| Allworth Financial LP | 1,051 | $13.0K | 0.00% | +8+0.8% | Added |
| Wells Fargo & Company | 1,092 | $13.5K | 0.00% | −2,191−66.7% | Reduced |
| Axiom Investment Management LLC | 1,218 | $15.1K | 0.01% | +1,218 | New |
| Keating Financial Advisory Services, Inc. | 1,297 | $16.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,408 | $17.7K | 0.00% | +412+41.4% | Added |
| N.E.W. Advisory Services LLC | 1,638 | $20.3K | 0.00% | +910+125.0% | Added |
| Sound Income Strategies, LLC | 1,905 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,504 | $31.1K | 0.00% | +2,504 | New |
| Steward Partners Investment Advisory, LLC | 2,684 | $33.3K | 0.00% | +169+6.7% | Added |
| Atlantic Union Bankshares Corp | 3,051 | $37.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,286 | $40.7K | 0.00% | +3,286 | New |
| Old Point Trust & Financial Services N A | 4,100 | $50.8K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 5,175 | $64.2K | 0.00% | +2,537+96.2% | Added |
| Advisor OS, LLC | 10,389 | $128.8K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,723 | $133.0K | 0.00% | +10,723 | New |
| Jane Street Group, LLC | 11,840 | $146.8K | 0.00% | +1,563+15.2% | Added |
| Merit Financial Group, LLC | 12,679 | $157.2K | 0.00% | −29−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 13,604 | $168.7K | 0.00% | +13,604 | New |
| Koshinski Asset Management, Inc. | 16,209 | $201.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,128 | $212.4K | 0.00% | +11,887+226.8% | Added |
| MML Investors Services, LLC | 17,164 | $212.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 20,469 | $257.9K | 0.02% | −38−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 21,780 | $270.1K | 0.00% | +3,642+20.1% | Added |
| Fortitude Advisory Group L.L.C. | 22,618 | $280.5K | 0.13% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,828 | $320.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 25,897 | $321.1K | 0.01% | −156,713−85.8% | Reduced |
| HRT Financial LP | 26,210 | $325.0K | 0.00% | +26,210 | New |
| Melfa Wealth Management, LLC | 27,305 | $338.6K | 0.19% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 27,479 | $340.7K | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 28,274 | $350.6K | 0.00% | +13,838+95.9% | Added |
| Commonwealth Equity Services, LLC | 29,597 | $367.0K | 0.00% | +5,830+24.5% | Added |
| Gladstone Institutional Advisory LLC | 30,000 | $372.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 31,501 | $390.6K | 0.06% | −6,280−16.6% | Reduced |
| Advisory Services Network, LLC | 38,774 | $480.8K | 0.01% | +20,779+115.5% | Added |
| Janney Montgomery Scott LLC | 39,406 | $489.0K | 0.00% | −736−1.8% | Reduced |
| GWM Advisors LLC | 39,447 | $489.1K | 0.00% | +10,052+34.2% | Added |
| Private Advisor Group, LLC | 40,756 | $505.4K | 0.00% | +8,231+25.3% | Added |
| Shaker Financial Services, LLC | 42,232 | $524.4K | 0.18% | −109,178−72.1% | Reduced |
| NWF Advisory Services Inc. | 43,561 | $540.2K | 0.06% | +3,200+7.9% | Added |
| TCG Advisory Services, LLC | 43,952 | $545.0K | 0.01% | +43,952 | New |
| Envestnet Asset Management Inc | 44,447 | $551.1K | 0.00% | +44,447 | New |
| PMG Family Office LLC | 45,926 | $574.7K | 0.64% | +1,705+3.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 50,441 | $625.5K | 0.02% | +21,960+77.1% | Added |
| JPMorgan Chase & Co | 51,877 | $625.6K | 0.00% | +2,655+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,229 | $672.0K | 0.00% | +324+0.6% | Added |
| Evolve Private Wealth, LLC | 56,962 | $706.3K | 0.04% | −619−1.1% | Reduced |
| Calamos Advisors LLC | 57,914 | $718.1K | 0.00% | +6,895+13.5% | Added |
| Rockefeller Capital Management L.P. | 58,757 | $728.6K | 0.00% | −5,349−8.3% | Reduced |
| Millennium Management LLC | 58,809 | $729.2K | 0.00% | +37,400+174.7% | Added |
| Closed-End Fund Advisors, Inc. | 62,830 | $779.1K | 0.79% | +6,038+10.6% | Added |
| Advisor Group Holdings, Inc. | 79,840 | $990.0K | 0.00% | +14,246+21.7% | Added |
| Raymond James Financial Inc | 83,905 | $1.04M | 0.00% | +4,263+5.4% | Added |
| Bank of America Corp | 87,162 | $1.08M | 0.00% | +17,407+25.0% | Added |
| First Trust Advisors LP | 112,821 | $1.40M | 0.00% | +5,708+5.3% | Added |
| D.A. Davidson & Co. | 131,230 | $1.63M | 0.01% | +730+0.6% | Added |
| Cetera Investment Advisers | 138,811 | $1.72M | 0.00% | +41,566+42.7% | Added |
| Stifel Financial Corp | 217,083 | $2.69M | 0.00% | +15,927+7.9% | Added |
| Advisors Asset Management, Inc. | 235,038 | $2.91M | 0.05% | +170,951+266.7% | Added |
| Royal Bank of Canada | 240,191 | $2.98M | 0.00% | +45,075+23.1% | Added |
| Heron Bay Capital Management | 287,763 | $3.57M | 0.33% | −120.0% | Reduced |
| LPL Financial LLC | 423,921 | $5.26M | 0.00% | +30,794+7.8% | Added |
| Penserra Capital Management LLC | 540,293 | $6.70M | 0.08% | −446,691−45.3% | Reduced |
| UBS Group AG | 671,354 | $8.32M | 0.00% | −10,150−1.5% | Reduced |
| Morgan Stanley | 987,703 | $12.2M | 0.00% | +94,596+10.6% | Added |
| Pathstone Holdings, LLC | 1,061,064 | $13.2M | 0.05% | −162,959−13.3% | Reduced |
| 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 |