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

050100150200 Q1 2024: 173Q1 2024Q2 2024: 170Q2 2024Q3 2024: 159Q3 2024Q4 2024: 162Q4 2024Q1 2025: 171Q1 2025Q2 2025: 168Q2 2025Q3 2025: 175Q3 2025Q4 2025: 188Q4 2025Q1 2026: 185Q1 2026Q2 2026: 172Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions21$5.6M
Exits13$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
Mission Wealth Management, LP 0.00% Reduce -20.6% 26,153 $214K
Quadcap Wealth Management, LLC 0.02% No change 25,663 $210K
Nations Financial Group Inc, /Ia/ 0.01% Add +0.9% 24,124 $197K
Susquehanna International Group, LLP 0.00% New 24,119 $197K
Centurion Wealth Management LLC 0.04% No change 23,924 $196K
Accredited Investor Services, LLC 0.13% Reduce -11.4% 23,564 $193K
Virtu Financial LLC 0.01% New 22,957 $188K
Samalin Investment Counsel, LLC 0.06% New 22,285 $182K
Shulman DeMeo Asset Management LLC 0.04% No change 21,639 $177K
Marex Group Ltd 0.00% New 21,500 $176K
Wedbush Securities Inc. 0.01% Reduce -22.1% 21,128 $173K
World Investment Advisors 0.00% New 20,615 $169K
Stratos Wealth Partners, LTD. 0.00% Reduce -19.0% 20,284 $166K
Grove Bank & Trust 0.02% No change 20,000 $164K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 19,382 $159K
Merit Financial Group, LLC 0.00% Reduce -5.3% 19,019 $156K
Citadel Advisors 0.00% New 18,675 $153K
Captrust Financial Advisors 0.00% Add +2.0% 18,639 $152K
Investment Advisory Group, LLC 0.04% No change 18,001 $147K
Park Avenue Securities LLC 0.00% Add +1.4% 17,840 $146K
Comerica Bank 0.00% Add +5.4% 17,418 $142K
Ameritas Advisory Services, LLC 0.01% Reduce -5.7% 16,614 $136K
Camelot Portfolios, LLC 0.08% No change 16,550 $135K
ProVise Management Group, LLC 0.01% No change 15,194 $124K
Farther Finance Advisors, LLC 0.00% Reduce -1.7% 15,027 $123K
Cullen/Frost Bankers, Inc. 0.00% No change 15,000 $123K
Williams Jones Wealth Management, LLC. 0.00% New 15,000 $123K
Trilogy Capital Inc. 0.01% No change 14,967 $122K
Level Four Advisory Services, LLC 0.00% Add +2.4% 14,365 $118K
Summit Financial, LLC 0.00% Add +1.5% 14,299 $117K
Platform Technology Partners 0.03% No change 14,051 $115K
Stratos Wealth Advisors, LLC 0.01% Add +3.0% 13,772 $113K
QSV Equity Investors LLC 0.11% Reduce -20.5% 13,184 $108K
Chicago Partners Investment Group LLC 0.00% Add +0.9% 13,537 $107K
Burford Brothers, Inc. 0.05% No change 13,070 $107K
MML Investors Services, LLC 0.00% Reduce -11.1% 12,066 $99K
GM Advisory Group, LLC 0.00% No change 11,950 $98K
Wealth Alliance Advisory Group, LLC 0.02% No change 11,741 $96K
MGB Wealth Management, LLC 0.03% Add +3.0% 11,691 $96K
Mgo One Seven LLC 0.00% New 11,595 $95K
First Heartland Consultants, Inc. 0.01% New 11,280 $92K
Westbourne Investments, Inc. 0.04% Reduce -16.5% 11,650 $92K
Cary Street Partners Financial LLC 0.00% No change 10,432 $85K
Ieq Capital, LLC 0.00% No change 10,378 $85K
Principal Securities, Inc. 0.00% Add +19.0% 7,399 $61K
BNP Paribas Financial Markets 0.00% New 6,258 $51K
Allworth Financial LP 0.00% No change 4,919 $40K
Global Wealth Strategies & Associates 0.01% New 4,850 $40K
PNC Financial Services Group, Inc. 0.00% Add +34.1% 4,718 $39K
WPG Advisers, LLC 0.02% Add +0.6% 3,756 $31K
Binnacle Investments Inc 0.02% No change 3,337 $27K
GPS Wealth Strategies Group, LLC 0.00% No change 2,960 $24K
Barrett & Company, Inc. 0.01% No change 2,467 $20K
Bokf, NA 0.00% No change 2,376 $19K
CoreFirst Bank & Trust 0.01% Reduce -44.5% 2,076 $17K
Global Retirement Partners, LLC 0.00% Add +3.0% 2,045 $17K
US Bancorp \de 0.00% No change 2,000 $16K
TD Waterhouse Canada Inc. 0.00% No change 2,000 $16K
Kimelman & Baird, LLC 0.00% No change 1,823 $15K
Hollencrest Capital Management 0.00% Reduce -71.3% 1,713 $14K
Bogart Wealth, LLC 0.00% No change 1,578 $13K
Geneos Wealth Management Inc. 0.00% Reduce -93.8% 1,362 $11K
Jones Financial Companies LLLP 0.00% New 1,339 $11K
Cwm, LLC 0.00% Reduce -13.1% 1,221 $10K
FNY Investment Advisers, LLC 0.00% No change 1,200 $9K
Wealth Preservation Advisors, LLC 0.00% No change 965 $8K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -48.5% 870 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -90.5% 800 $7K
Crews Bank & Trust 0.00% New 676 $6K
Lanark Financial, Inc. 0.00% No change 550 $4K
Blue Trust, Inc. 0.00% No change 540 $4K
Highline Wealth Partners LLC 0.00% New 500 $4K
Tower Research Capital LLC (TRC) 0.00% New 160 $1K
Signaturefd, LLC 0.00% Add +2.9% 140 $1K
Assetmark, Inc. 0.00% Reduce -66.1% 21 $172

"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.