Nuveen Floating Rate IncomeJFR

13F holders, Q4 2025 (December 31)
188holders +13
28new positions
22sold out
1famous investor
$7.83avg. 13F price*

At the end of Q4 2025, 188 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, up 13 from Q3 2025. 28 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($50.6M), Sit Investment Associates Inc. ($35.8M) and Invesco Ltd. ($22.9M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$38.3M
Exits22$5.2M

All 13F filers, Q3 2025 → Q4 2025: 11,264,542 shares bought and 7,049,906 shares sold, net +4,214,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 188 holders

Morgan Stanley 0.00% Reduce -12.1% 6,459,306 $50.6M
Sit Investment Associates Inc. 0.71% Reduce -14.0% 4,577,665 $35.8M
Invesco Ltd. 0.00% Add +4.1% 2,924,669 $22.9M
LPL Financial LLC 0.01% Reduce -7.8% 2,903,381 $22.7M
Rivernorth Capital Management, LLC 1.03% New 2,772,908 $21.7M
Penserra Capital Management LLC 0.24% Add +10.2% 2,524,701 $19.8M
Guggenheim Capital LLC 0.13% Add +1.2% 2,194,941 $17.2M
Congress Park Capital LLC 5.11% Reduce -20.8% 2,184,758 $17.1M
Bank of America Corp. 0.00% Reduce -19.9% 2,059,805 $16.1M
Icon Advisers Inc. 2.93% Add +198.8% 1,697,471 $13.3M
Wells Fargo & Company 0.00% Add +158.2% 1,616,253 $12.7M
Cyndeo Wealth Partners, LLC 0.65% Reduce -12.1% 1,530,270 $12.0M
Advisors Asset Management, Inc. 0.18% Add +2.6% 1,406,791 $11.0M
Raymond James Financial Inc. 0.00% Add +3.3% 1,382,994 $10.8M
Logan Stone Capital, LLC 2.48% Add +1096.3% 1,282,748 $10.0M
Royal Bank of Canada 0.00% Reduce -1.2% 1,100,141 $8.6M
Balyasny Asset Management L.P. 0.02% Add +513.6% 1,003,705 $7.9M
Thomas J. Herzfeld Advisors, Inc. 2.32% Reduce -31.9% 876,956 $6.9M
Cohen & Steers, Inc. 0.01% No change 853,263 $6.7M
UBS Group AG 0.00% Reduce -16.8% 822,484 $6.4M
Ameriprise Financial Inc. 0.00% Add +8.0% 767,291 $6.0M
Kanen Wealth Management LLC 1.82% Add +51.1% 767,434 $6.0M
Rockefeller Capital Management L.P. 0.01% Reduce -14.3% 760,513 $6.0M
Envestnet Asset Management Inc. 0.00% Add +14.8% 736,691 $5.8M
Ethos Financial Group, LLC 0.38% Reduce -6.6% 646,392 $5.1M
Mariner Investment Group LLC 0.31% Reduce -71.9% 633,488 $5.0M
Jane Street Group, LLC 0.01% Add +237.4% 546,411 $4.3M
1607 Capital Partners, LLC 0.26% New 490,669 $3.8M
Coastal Bridge Advisors, LLC 0.27% Reduce -15.1% 453,828 $3.6M
Cetera Investment Advisers 0.00% Reduce -0.9% 390,781 $3.1M
J.W. Cole Advisors, Inc. 0.07% Add +0.6% 372,650 $2.9M
City of London Investment Management Co. Ltd. 0.21% Add +42.5% 364,140 $2.9M
GraniteShares Advisors LLC 1.64% Add +1.5% 345,204 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -1.8% 321,751 $2.5M
Baird Financial Group, Inc. 0.00% Reduce -50.2% 306,123 $2.4M
Absolute Investment Advisers, LLC 0.26% New 289,182 $2.3M
Wolverine Asset Management LLC 0.13% Add +331.0% 287,145 $2.2M
International Assets Investment Management, LLC 0.15% Add +0.2% 283,097 $2.2M
Pathstone Holdings, LLC 0.01% New 279,508 $2.2M
Prevail Innovative Wealth Advisors, LLC 0.35% Add +5.8% 252,524 $2.0M
Landscape Capital Management, L.L.C. 0.13% New 251,194 $2.0M
Capital Investment Advisors, LLC 0.03% Reduce -4.8% 235,922 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -6.6% 216,894 $1.7M
Marex Group Ltd 0.02% Add +876.3% 209,907 $1.6M
NewEdge Advisors, LLC 0.01% Reduce -4.7% 194,749 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -19.5% 190,349 $1.5M
Aviance Capital Partners, LLC 0.17% Add +5.2% 184,842 $1.4M
Choreo, LLC 0.02% Add +1.3% 156,340 $1.2M
RFG Advisory, LLC 0.02% Reduce -39.2% 146,934 $1.2M
Readystate Asset Management LP 0.08% Reduce -10.1% 128,919 $1.0M
XTX Topco Ltd 0.03% New 126,761 $993K
Harbour Investments, Inc. 0.02% Add +15.9% 123,969 $971K
Thrivent Financial for Lutherans 0.00% Add +8.4% 119,828 $938K
Horizon Kinetics Asset Management LLC 0.01% Reduce -0.5% 119,308 $934K
Almitas Capital LLC 0.20% New 117,948 $924K
Advisory Services Network, LLC 0.01% Add +7.2% 116,434 $912K
Quarry LP 0.15% New 115,372 $903K
Shaker Financial Services, LLC 0.28% Add +31.5% 113,966 $892K
HighTower Advisors, LLC 0.00% Add +270.3% 109,377 $856K
Melfa Wealth Management, Inc. 0.48% Reduce -0.0% 107,219 $840K
Janney Montgomery Scott LLC 0.00% Add +1.2% 100,225 $785K
Sigma Planning Corp 0.02% Add +8.9% 97,963 $768K
Virtu Financial LLC 0.03% Add +322.3% 96,940 $759K
Independent Financial Group, LLC 0.02% Reduce -14.9% 94,308 $738K
CastleKnight Management LP 0.04% New 87,400 $684K
Kovack Advisors, Inc. 0.03% Add +148.8% 86,835 $680K
Virtus Investment Advisers, LLC 0.18% Reduce -21.2% 86,463 $677K
First Trust Advisors LP 0.00% Reduce -9.2% 85,208 $667K
Blackhawk Capital Partners, LLC 0.25% Reduce -2.5% 84,720 $663K
Yakira Capital Management, Inc. 0.21% No change 79,506 $623K
Robinson Capital Management, LLC 0.25% Add +22.2% 73,895 $579K
Gill Capital Partners, LLC 0.17% Reduce -10.9% 69,953 $548K
Seelaus Asset Management LLC 0.44% Add +0.3% 69,593 $545K
Gladstone Institutional Advisory LLC 0.02% Reduce -7.3% 68,455 $536K
Edgemoor Investment Advisors, Inc. 0.04% No change 68,421 $536K
Stifel Financial Corp. 0.00% Reduce -18.5% 65,484 $513K
Kestra Advisory Services, LLC 0.00% Add +109.0% 64,428 $504K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 57,915 $453K
&partners 0.00% Add +18.4% 57,816 $453K
Oppenheimer & Co. Inc. 0.01% Reduce -41.9% 55,504 $435K
Collar Capital Management, LLC 0.28% Reduce -2.2% 54,383 $426K
World Equity Group, Inc. 0.11% Add +10.6% 48,953 $383K
Two Sigma Securities, LLC 0.05% New 47,939 $375K
Global Retirement Partners, LLC 0.01% Add +2217.9% 47,402 $371K
TrueMark Investments, LLC 0.07% New 47,308 $370K
Fortitude Advisory Group L.L.C. 0.15% Add +7.3% 45,781 $358K
Koshinski Asset Management, Inc. 0.02% Reduce -14.9% 45,771 $358K
Coquina Private Wealth LLC 0.29% — 45,450 $356K
Spire Wealth Management 0.01% No change 43,500 $341K
Conning Inc. 0.01% No change 43,050 $337K
Private Advisor Group, LLC 0.00% Add +54.7% 43,030 $337K
Savvy Advisors, Inc. 0.01% New 42,703 $334K
Susquehanna International Group, LLP 0.00% Add +74.0% 41,955 $329K
CoreCap Advisors, LLC 0.01% Add +0.3% 40,981 $321K
ORG Partners LLC 0.06% Add +1.9% 40,809 $320K
RVW Wealth, LLC 0.02% No change 40,349 $316K
Cerity Partners LLC 0.00% Reduce -0.2% 39,826 $312K
Concurrent Investment Advisors, LLC 0.00% Reduce -1.6% 39,528 $310K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -43.1% 39,073 $308K
Nomura Holdings Inc. 0.00% New 37,375 $293K

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

Show all 188 holders