Nuveen Floating Rate IncomeJFR
13F holders, Q1 2025 (March 31)171holders +9
33new positions
22sold out
1famous investor
$8.47avg. 13F price*
At the end of Q1 2025, 171 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, up 9 from Q4 2024. 33 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($64.2M), Sit Investment Associates Inc. ($55.5M) and Mariner Investment Group LLC ($40.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen Floating Rate Income
- CUSIP
- 67072T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $122.4M |
| Exits | 22 | $10.0M |
All 13F filers, Q4 2024 → Q1 2025: 21,783,103 shares bought and 1,912,092 shares sold, net +19,871,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Morgan Stanley | 0.00% | Add +47.2% | 7,575,445 | $64.2M |
| Sit Investment Associates Inc. | 1.30% | New | 6,549,321 | $55.5M |
| Mariner Investment Group LLC | 16.12% | New | 4,790,000 | $40.6M |
| LPL Financial LLC | 0.01% | Add +0.1% | 2,739,593 | $23.2M |
| Invesco Ltd. | 0.00% | Add +34.0% | 2,662,600 | $22.6M |
| Bank of America Corp. | 0.00% | Add +1.2% | 2,444,635 | $20.7M |
| Congress Park Capital LLC | 7.77% | Add +56.8% | 2,421,539 | $20.5M |
| Penserra Capital Management LLC | 0.31% | Add +2.7% | 2,024,724 | $17.1M |
| Guggenheim Capital LLC | 0.16% | Add +10.8% | 1,993,236 | $16.9M |
| Cyndeo Wealth Partners, LLC | 0.80% | Add +241.4% | 1,444,000 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 1,412,852 | $12.0M |
| Thomas J. Herzfeld Advisors, Inc. | 3.38% | Add +75.4% | 1,172,900 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +11.0% | 1,165,402 | $9.9M |
| Advisors Asset Management, Inc. | 0.17% | Add +3.0% | 1,093,374 | $9.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +11.8% | 984,933 | $8.3M |
| UBS Group AG | 0.00% | Add +0.7% | 919,715 | $7.8M |
| Cohen & Steers, Inc. | 0.01% | Add +20.0% | 853,263 | $7.2M |
| Ethos Financial Group, LLC | 0.60% | New | 732,569 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +76.2% | 688,115 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -14.4% | 650,208 | $5.5M |
| Yakira Capital Management, Inc. | 2.17% | New | 625,691 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.1% | 616,628 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +17.6% | 612,983 | $5.2M |
| Icon Advisers Inc. | 1.22% | New | 608,030 | $5.2M |
| Coastal Bridge Advisors, LLC | 0.68% | Add +22.0% | 565,579 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.6% | 435,693 | $3.7M |
| RFG Advisory, LLC | 0.09% | Add +0.8% | 383,941 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.09% | New | 324,863 | $2.8M |
| GraniteShares Advisors LLC | 1.57% | Add +6.5% | 290,860 | $2.5M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -6.1% | 266,040 | $2.3M |
| International Assets Investment Management, LLC | 0.19% | Add +6.9% | 253,059 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.9% | 241,097 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.4% | 241,110 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.8% | 212,919 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +9.7% | 202,997 | $1.7M |
| Choreo, LLC | 0.02% | Add +70.1% | 178,456 | $1.5M |
| Aviance Capital Partners, LLC | 0.21% | Add +0.5% | 178,096 | $1.5M |
| Bank of Montreal | 0.00% | No change | 173,267 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.1% | 154,958 | $1.3M |
| Andrew Hill Investment Advisors, Inc. | 1.19% | Add +21.3% | 144,895 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 143,818 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +35.8% | 143,567 | $1.2M |
| Virtus Investment Advisers, LLC | 0.30% | New | 130,663 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +5.9% | 126,769 | $1.1M |
| Bramshill Investments, LLC | 0.10% | Add +20.1% | 111,157 | $942K |
| Independent Financial Group, LLC | 0.03% | Reduce -19.6% | 109,282 | $926K |
| Melfa Wealth Management, Inc. | 0.61% | Reduce -3.7% | 107,234 | $908K |
| Shaker Financial Services, LLC | 0.35% | Reduce -9.7% | 104,157 | $891K |
| Oppenheimer & Co. Inc. | 0.01% | Add +36.4% | 99,307 | $841K |
| Gill Capital Partners, LLC | 0.29% | Reduce -1.7% | 98,653 | $836K |
| Advisory Services Network, LLC | 0.02% | Add +4.9% | 96,903 | $821K |
| Sigma Planning Corp | 0.03% | Add +22.6% | 94,786 | $803K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 92,919 | $787K |
| Harbour Investments, Inc. | 0.02% | Add +20.2% | 91,784 | $777K |
| Prevail Innovative Wealth Advisors, LLC | 0.19% | New | 83,418 | $707K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +485.4% | 81,699 | $692K |
| North Ground Capital | 0.69% | New | 84,347 | $679K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +2.4% | 77,880 | $660K |
| Edgemoor Investment Advisors, Inc. | 0.06% | Add +20.0% | 74,517 | $631K |
| Seelaus Asset Management LLC | 0.57% | Add +12.0% | 68,858 | $583K |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 65,321 | $553K |
| Jones Road Capital Management, L.P. | 0.66% | Add +199.2% | 65,227 | $552K |
| XTX Topco Ltd | 0.03% | New | 62,902 | $533K |
| Robinson Capital Management, LLC | 0.21% | New | 60,480 | $512K |
| Kovack Advisors, Inc. | 0.05% | Add +101.2% | 59,476 | $504K |
| Collar Capital Management, LLC | 0.45% | Reduce -18.6% | 58,555 | $496K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 57,556 | $488K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 57,257 | $485K |
| Cerity Partners LLC | 0.00% | No change | 52,826 | $447K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.0% | 51,667 | $438K |
| Grove Bank & Trust | 0.06% | New | 50,000 | $424K |
| CoreCap Advisors, LLC | 0.02% | Reduce -4.3% | 48,841 | $414K |
| Conning Inc. | 0.01% | No change | 43,050 | $365K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.7% | 42,497 | $360K |
| Jane Street Group, LLC | 0.00% | Add +53.1% | 42,062 | $356K |
| Calamos Advisors LLC | 0.00% | New | 41,500 | $352K |
| Calton & Associates, Inc. | 0.08% | New | 41,340 | $350K |
| World Equity Group, Inc. | 0.10% | Reduce -43.4% | 41,046 | $348K |
| RVW Wealth, LLC | 0.03% | No change | 40,349 | $342K |
| NWF Advisory Services Inc. | 0.05% | Add +124.3% | 40,240 | $341K |
| Fortitude Advisory Group L.L.C. | 0.24% | No change | 42,687 | $339K |
| New England Private Wealth Advisors LLC | 0.05% | New | 38,617 | $327K |
| E&G Advisors, LLC | 0.09% | Reduce -1.8% | 38,219 | $324K |
| Comerica Bank | 0.00% | Add +0.7% | 38,096 | $323K |
| ORG Partners LLC | 0.08% | New | 36,655 | $311K |
| Sheets Smith Wealth Management | 0.04% | Add +20.0% | 36,010 | $305K |
| Mission Wealth Management, LP | 0.01% | Reduce -65.2% | 34,433 | $292K |
| Carolinas Wealth Consulting LLC | 0.06% | No change | 34,420 | $292K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.9% | 34,197 | $290K |
| Mariner, LLC | 0.00% | Add +51.1% | 33,997 | $288K |
| Integrated Wealth Concepts LLC | 0.00% | Add +4.6% | 33,135 | $281K |
| Susquehanna International Group, LLP | 0.00% | New | 32,359 | $274K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.5% | 31,648 | $268K |
| HighTower Advisors, LLC | 0.00% | Add +21.5% | 30,849 | $261K |
| City of London Investment Management Co. Ltd. | 0.03% | New | 30,350 | $257K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -63.8% | 29,115 | $247K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.4% | 27,848 | $236K |
| Glass Jacobson Investment Advisors llc | 0.08% | No change | 26,414 | $236K |
| Accredited Investor Services, LLC | 0.19% | New | 26,460 | $224K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.0% | 27,201 | $220K |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.