Nuveen Floating Rate IncomeJFR
13F holders, Q3 2025 (September 30)175holders +7
21new positions
13sold out
1famous investor
$8.18avg. 13F price*
At the end of Q3 2025, 175 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, up 7 from Q2 2025. 21 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($60.1M), Sit Investment Associates Inc. ($43.6M) and LPL Financial LLC ($25.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $5.6M |
| Exits | 13 | $2.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,204,130 shares bought and 4,357,674 shares sold, net −1,153,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Morgan Stanley | 0.00% | Reduce -3.6% | 7,349,002 | $60.1M |
| Sit Investment Associates Inc. | 0.88% | Reduce -11.1% | 5,325,387 | $43.6M |
| LPL Financial LLC | 0.01% | Add +12.8% | 3,149,240 | $25.8M |
| Invesco Ltd. | 0.00% | Add +4.7% | 2,810,032 | $23.0M |
| Congress Park Capital LLC | 7.01% | Reduce -2.1% | 2,758,932 | $22.6M |
| Bank of America Corp. | 0.00% | Add +1.0% | 2,573,208 | $21.0M |
| Penserra Capital Management LLC | 0.22% | Add +9.8% | 2,290,996 | $18.7M |
| Mariner Investment Group LLC | 7.17% | Reduce -43.0% | 2,257,194 | $18.5M |
| Guggenheim Capital LLC | 0.13% | Add +3.8% | 2,169,142 | $17.7M |
| Cyndeo Wealth Partners, LLC | 0.79% | Reduce -3.7% | 1,740,970 | $14.2M |
| Advisors Asset Management, Inc. | 0.19% | Add +21.5% | 1,371,038 | $11.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 1,338,783 | $11.0M |
| Thomas J. Herzfeld Advisors, Inc. | 3.61% | Reduce -3.3% | 1,287,853 | $10.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 1,113,980 | $9.1M |
| UBS Group AG | 0.00% | Add +0.5% | 988,761 | $8.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -9.4% | 887,602 | $7.3M |
| Cohen & Steers, Inc. | 0.01% | No change | 853,263 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Add +11.5% | 710,778 | $5.8M |
| Ethos Financial Group, LLC | 0.45% | Reduce -1.2% | 691,945 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 641,527 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 626,076 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 614,320 | $5.0M |
| Icon Advisers Inc. | 1.03% | Add +47.5% | 568,183 | $4.6M |
| Coastal Bridge Advisors, LLC | 0.33% | Reduce -0.0% | 534,769 | $4.4M |
| Kanen Wealth Management LLC | 1.39% | Add +266.9% | 507,900 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +79.1% | 394,196 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.0% | 370,336 | $3.0M |
| GraniteShares Advisors LLC | 1.61% | Add +9.7% | 340,224 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.7% | 327,688 | $2.7M |
| International Assets Investment Management, LLC | 0.19% | Add +0.0% | 282,481 | $2.4M |
| City of London Investment Management Co. Ltd. | 0.15% | Add +619.3% | 255,523 | $2.1M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.4% | 247,776 | $2.0M |
| RFG Advisory, LLC | 0.04% | Reduce -37.3% | 241,541 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Add +24.4% | 238,778 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 232,133 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 236,334 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +37.9% | 204,246 | $1.7M |
| Bank of Montreal | 0.00% | No change | 191,695 | $1.6M |
| Aviance Capital Partners, LLC | 0.17% | Add +0.7% | 175,654 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | New | 163,576 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +154.4% | 161,959 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -3.6% | 154,307 | $1.3M |
| Readystate Asset Management LP | 0.11% | Add +205.4% | 143,473 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -16.6% | 119,958 | $981K |
| Andrew Hill Investment Advisors, Inc. | 0.72% | Add +4.5% | 112,988 | $924K |
| Independent Financial Group, LLC | 0.02% | Add +0.4% | 110,879 | $907K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -14.2% | 110,502 | $904K |
| Virtus Investment Advisers, LLC | 0.26% | Add +3.4% | 109,711 | $897K |
| Bramshill Investments, LLC | 0.06% | Reduce -2.3% | 109,492 | $896K |
| Advisory Services Network, LLC | 0.01% | Add +2.9% | 108,585 | $888K |
| Melfa Wealth Management, Inc. | 0.51% | No change | 107,234 | $877K |
| Logan Stone Capital, LLC | 0.40% | New | 107,222 | $877K |
| Harbour Investments, Inc. | 0.02% | Add +6.0% | 106,950 | $875K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.0% | 99,026 | $810K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.6% | 95,541 | $782K |
| First Trust Advisors LP | 0.00% | Add +63.9% | 93,807 | $767K |
| Sigma Planning Corp | 0.02% | Add +3.5% | 89,954 | $736K |
| Shaker Financial Services, LLC | 0.25% | Reduce -0.2% | 86,681 | $716K |
| Blackhawk Capital Partners, LLC | 0.28% | New | 86,859 | $711K |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 80,341 | $657K |
| Yakira Capital Management, Inc. | 0.24% | Reduce -81.6% | 79,506 | $650K |
| Gill Capital Partners, LLC | 0.20% | Reduce -18.0% | 78,487 | $642K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -6.2% | 73,880 | $604K |
| Seelaus Asset Management LLC | 0.46% | Add +0.5% | 69,370 | $567K |
| Edgemoor Investment Advisors, Inc. | 0.04% | Reduce -4.4% | 68,421 | $560K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.0% | 68,662 | $555K |
| Wolverine Asset Management LLC | 0.04% | New | 66,623 | $545K |
| Robinson Capital Management, LLC | 0.36% | No change | 60,480 | $495K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 57,805 | $473K |
| Collar Capital Management, LLC | 0.32% | Reduce -4.1% | 55,583 | $455K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -6.1% | 53,771 | $440K |
| New England Private Wealth Advisors LLC | 0.06% | Add +127.0% | 53,631 | $439K |
| &partners | 0.00% | New | 48,839 | $400K |
| NWF Advisory Services Inc. | 0.04% | Add +2.2% | 45,064 | $369K |
| World Equity Group, Inc. | 0.08% | Add +0.7% | 44,273 | $362K |
| Spire Wealth Management | 0.01% | Reduce -5.5% | 43,500 | $356K |
| Conning Inc. | 0.01% | No change | 43,050 | $352K |
| Fortitude Advisory Group L.L.C. | 0.19% | No change | 42,687 | $349K |
| Calton & Associates, Inc. | 0.05% | Reduce -5.0% | 41,260 | $338K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.3% | 40,845 | $334K |
| RVW Wealth, LLC | 0.03% | No change | 40,349 | $330K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -28.3% | 40,153 | $328K |
| ORG Partners LLC | 0.06% | Add +9.8% | 40,041 | $328K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 39,921 | $327K |
| E&G Advisors, LLC | 0.07% | Reduce -1.3% | 37,119 | $304K |
| Sheets Smith Wealth Management | 0.03% | No change | 36,010 | $295K |
| Kovack Advisors, Inc. | 0.03% | Reduce -60.1% | 34,904 | $286K |
| Financial & Tax Architects, LLC | 0.06% | Reduce -36.4% | 33,719 | $276K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.5% | 30,893 | $253K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -57.0% | 30,826 | $252K |
| Mariner, LLC | 0.00% | Reduce -9.2% | 30,099 | $246K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -68.2% | 29,981 | $245K |
| HBK Sorce Advisory LLC | 0.01% | No change | 30,895 | $244K |
| Next Capital Management LLC | 0.08% | No change | 29,789 | $244K |
| HighTower Advisors, LLC | 0.00% | Add +5.3% | 29,534 | $242K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.6% | 29,403 | $241K |
| Diversify Wealth Management, LLC | 0.01% | Add +7.3% | 29,201 | $231K |
| D.A. Davidson & Co. | 0.00% | Add +27.8% | 28,187 | $231K |
| Private Advisor Group, LLC | 0.00% | Add +13.5% | 27,813 | $228K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 26,873 | $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.