Nuveen Floating Rate IncomeJFR
13F holders, Q1 2026 (March 31)185holders −3
23new positions
23sold out
$7.52avg. 13F price*
At the end of Q1 2026, 185 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, down 3 from Q4 2025. 23 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($45.6M), Sit Investment Associates Inc. ($34.9M) and Congress Park Capital LLC ($23.5M).
- Company
- Nuveen Floating Rate Income
- CUSIP
- 67072T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $31.3M |
| Exits | 23 | $37.9M |
All 13F filers, Q4 2025 → Q1 2026: 10,068,425 shares bought and 8,305,423 shares sold, net +1,763,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Morgan Stanley | 0.00% | Reduce -6.0% | 6,069,659 | $45.6M |
| Sit Investment Associates Inc. | 0.71% | Add +1.4% | 4,639,416 | $34.9M |
| Congress Park Capital LLC | 7.21% | Add +42.9% | 3,121,323 | $23.5M |
| Invesco Ltd. | 0.00% | Add +0.7% | 2,944,594 | $22.1M |
| Loomis Sayles & Co. L P | 0.03% | New | 2,897,039 | $21.8M |
| Penserra Capital Management LLC | 0.25% | Add +10.2% | 2,782,303 | $20.9M |
| LPL Financial LLC | 0.01% | Reduce -9.6% | 2,624,135 | $19.7M |
| Wells Fargo & Company | 0.00% | Add +54.3% | 2,493,861 | $18.8M |
| 1607 Capital Partners, LLC | 1.17% | Add +341.2% | 2,164,618 | $16.3M |
| Guggenheim Capital LLC | 0.12% | Reduce -11.3% | 1,946,861 | $14.6M |
| Bank of America Corp. | 0.00% | Reduce -7.0% | 1,915,221 | $14.4M |
| Cyndeo Wealth Partners, LLC | 0.71% | Add +17.3% | 1,795,370 | $13.5M |
| Icon Advisers Inc. | 3.04% | Add +1.1% | 1,716,759 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Add +14.0% | 1,576,414 | $11.9M |
| Advisors Asset Management, Inc. | 0.19% | Add +10.3% | 1,552,425 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +16.3% | 1,279,118 | $9.6M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -6.4% | 939,188 | $7.1M |
| UBS Group AG | 0.00% | Add +11.2% | 914,688 | $6.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 853,263 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +8.4% | 831,940 | $6.2M |
| Kanen Wealth Management LLC | 2.20% | Add +6.0% | 813,234 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.0% | 730,397 | $5.5M |
| Thomas J. Herzfeld Advisors, Inc. | 1.82% | Reduce -18.7% | 713,294 | $5.4M |
| Ethos Financial Group, LLC | 0.37% | No change | 646,392 | $5.1M |
| Logan Stone Capital, LLC | 1.05% | Reduce -60.9% | 502,052 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.6% | 474,087 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +16.1% | 453,542 | $3.4M |
| Almitas Capital LLC | 0.70% | Add +249.0% | 411,628 | $3.1M |
| Coastal Bridge Advisors, LLC | 0.22% | Reduce -10.3% | 406,970 | $3.1M |
| Absolute Investment Advisers, LLC | 0.35% | Add +35.3% | 391,237 | $2.9M |
| City of London Investment Management Co. Ltd. | 0.21% | Add +5.5% | 384,140 | $2.9M |
| GraniteShares Advisors LLC | 1.68% | Reduce -10.3% | 309,750 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 305,520 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -44.2% | 304,722 | $2.3M |
| Saba Capital Management, L.P. | 0.07% | New | 300,025 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.3% | 298,104 | $2.2M |
| International Assets Investment Management, LLC | 0.15% | Add +2.1% | 289,156 | $2.2M |
| Wolverine Asset Management LLC | 0.11% | Reduce -5.6% | 271,051 | $2.0M |
| Matisse Capital | 0.81% | New | 250,000 | $1.9M |
| RFG Advisory, LLC | 0.03% | Add +63.2% | 239,830 | $1.8M |
| Harbour Investments, Inc. | 0.03% | Add +93.3% | 239,614 | $1.8M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -4.9% | 224,467 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +14.9% | 223,845 | $1.7M |
| Aviance Capital Partners, LLC | 0.18% | Add +7.9% | 199,524 | $1.5M |
| Hourglass Capital, LLC | 0.31% | New | 197,523 | $1.5M |
| Readystate Asset Management LP | 0.15% | Add +52.1% | 196,077 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.9% | 186,804 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Add +94.2% | 168,666 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.2% | 165,262 | $1.2M |
| Quarry LP | 0.23% | Add +30.1% | 150,100 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +7.6% | 125,266 | $942K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 119,308 | $897K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.8% | 117,669 | $885K |
| Arlington Capital Management, Inc. | 0.48% | New | 112,678 | $847K |
| Melfa Wealth Management, Inc. | 0.46% | No change | 107,219 | $806K |
| XTX Topco Ltd | 0.01% | Reduce -18.4% | 103,506 | $778K |
| Choreo, LLC | 0.01% | Reduce -35.2% | 101,280 | $768K |
| Kestra Advisory Services, LLC | 0.00% | Add +57.9% | 101,759 | $765K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 99,789 | $750K |
| Sigma Planning Corp | 0.02% | Add +0.0% | 97,973 | $737K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.7% | 96,535 | $726K |
| Ionic Capital Management LLC | 0.71% | New | 94,360 | $710K |
| CastleKnight Management LP | 0.03% | No change | 87,400 | $657K |
| Independent Financial Group, LLC | 0.01% | Reduce -14.5% | 80,653 | $607K |
| Yakira Capital Management, Inc. | 0.17% | Reduce -2.2% | 77,778 | $585K |
| Blackhawk Capital Partners, LLC | 0.21% | Reduce -10.7% | 75,620 | $569K |
| Cerity Partners LLC | 0.00% | Add +87.1% | 74,526 | $560K |
| Virtus Investment Advisers, LLC | 0.15% | Reduce -14.0% | 74,365 | $559K |
| Robinson Capital Management, LLC | 0.25% | No change | 73,895 | $556K |
| First Trust Advisors LP | 0.00% | Reduce -13.3% | 73,865 | $555K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +5.8% | 72,455 | $545K |
| Gill Capital Partners, LLC | 0.15% | Add +0.0% | 69,973 | $526K |
| Edgemoor Investment Advisors, Inc. | 0.04% | No change | 68,421 | $515K |
| Private Advisor Group, LLC | 0.00% | Add +51.4% | 65,150 | $490K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -74.4% | 64,399 | $484K |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 62,765 | $472K |
| Seelaus Asset Management LLC | 0.33% | Reduce -12.5% | 60,908 | $458K |
| &partners | 0.00% | Reduce -3.0% | 56,080 | $422K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.1% | 55,550 | $418K |
| Collar Capital Management, LLC | 0.26% | No change | 54,383 | $409K |
| New England Private Wealth Advisors LLC | 0.05% | New | 52,431 | $394K |
| World Equity Group, Inc. | 0.10% | Add +5.6% | 51,693 | $389K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -11.1% | 49,355 | $371K |
| Shaker Financial Services, LLC | 0.12% | Reduce -59.6% | 46,000 | $356K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 45,781 | $344K |
| Focus Partners Wealth | 0.00% | New | 44,438 | $334K |
| Coquina Private Wealth LLC | 0.27% | Reduce -2.3% | 44,406 | $334K |
| Conning Inc. | 0.01% | No change | 43,050 | $324K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -10.8% | 40,838 | $307K |
| Ascentis Independent Advisors | 0.02% | New | 40,509 | $305K |
| Spire Wealth Management | 0.01% | Reduce -6.9% | 40,500 | $305K |
| Calamos Advisors LLC | 0.00% | New | 40,414 | $304K |
| RVW Wealth, LLC | 0.02% | No change | 40,349 | $303K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.1% | 39,582 | $298K |
| E&G Advisors, LLC | 0.06% | Reduce -1.6% | 35,729 | $269K |
| CoreCap Advisors, LLC | 0.01% | Reduce -16.1% | 34,368 | $258K |
| Closed-End Fund Advisors, Inc. | 0.25% | Reduce -0.3% | 32,381 | $244K |
| Nomura Holdings Inc. | 0.00% | Reduce -14.3% | 32,038 | $241K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.6% | 31,703 | $238K |
| Calton & Associates, Inc. | 0.03% | Reduce -11.3% | 31,445 | $236K |
| HBK Sorce Advisory LLC | 0.00% | No change | 30,119 | $227K |
| Blueline Advisors LLC | 0.17% | Add +148.8% | 29,524 | $223K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.7% | 29,336 | $221K |
| Mercer Global Advisors Inc. | 0.00% | Add +30.1% | 28,572 | $215K |
| Savvy Advisors, Inc. | 0.01% | Reduce -33.4% | 28,452 | $214K |
| Sheets Smith Wealth Management | 0.02% | No change | 26,010 | $196K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.0% | 25,248 | $190K |
| Centurion Wealth Management LLC | 0.04% | No change | 23,924 | $180K |
| Next Capital Management LLC | 0.05% | Reduce -21.6% | 23,402 | $176K |
| Fifth Third Bancorp | 0.00% | New | 23,187 | $174K |
| Captrust Financial Advisors | 0.00% | No change | 21,835 | $164K |
| Shulman DeMeo Asset Management LLC | 0.03% | Reduce -1.7% | 21,269 | $160K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.6% | 20,312 | $153K |
| Grove Bank & Trust | 0.02% | No change | 20,000 | $150K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -0.4% | 19,985 | $150K |
| Accredited Investor Services, LLC | 0.09% | Reduce -20.1% | 18,978 | $143K |
| Investment Advisory Group, LLC | 0.03% | No change | 17,984 | $135K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.7% | 17,826 | $133K |
| Snowden Capital Advisors LLC | 0.00% | New | 17,453 | $133K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -53.8% | 18,038 | $132K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.06% | No change | 17,321 | $130K |
| Quadcap Wealth Management, LLC | 0.01% | Reduce -33.9% | 16,954 | $127K |
| Camelot Portfolios, LLC | 0.09% | No change | 16,550 | $124K |
| Advisory Advocates, LLC | 0.13% | No change | 16,534 | $124K |
| Boothbay Fund Management, LLC | 0.00% | New | 16,480 | $124K |
| NWF Advisory Services Inc. | 0.01% | Reduce -43.2% | 16,449 | $124K |
| Fund Advisors of America Inc | 0.12% | Reduce -32.0% | 15,905 | $120K |
| Merit Financial Group, LLC | 0.00% | Reduce -20.9% | 15,270 | $115K |
| Mariner, LLC | 0.00% | Reduce -29.7% | 15,728 | $115K |
| Summit Financial, LLC | 0.00% | Add +3.7% | 14,986 | $114K |
| Brick & Kyle, Associates | 0.04% | New | 15,120 | $114K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +2.2% | 14,686 | $110K |
| Compound Planning, Inc. | 0.00% | Add +16.2% | 14,653 | $110K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.5% | 14,492 | $109K |
| Hunter Perkins Capital Management, LLC | 0.02% | New | 13,184 | $100K |
| Burford Brothers, Inc. | 0.04% | No change | 13,070 | $98K |
| Investment Management Trust, LLC | 0.10% | — | 13,020 | $98K |
| ProVise Management Group, LLC | 0.01% | Reduce -8.7% | 12,970 | $98K |
| Bank of New York Mellon Corp | 0.00% | New | 12,893 | $97K |
| Level Four Advisory Services, LLC | 0.00% | Add +2.4% | 12,747 | $96K |
| Virtu Financial LLC | 0.00% | Reduce -86.9% | 12,694 | $95K |
| Park Avenue Securities LLC | 0.00% | Reduce -29.5% | 12,624 | $95K |
| Wedbush Securities Inc. | 0.00% | Reduce -17.9% | 12,436 | $94K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +22.4% | 12,487 | $94K |
| Chicago Partners Investment Group LLC | 0.00% | Add +1.2% | 12,190 | $92K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -20.5% | 12,133 | $91K |
| Western Wealth Management, LLC | 0.00% | New | 11,974 | $90K |
| GM Advisory Group, LLC | 0.00% | No change | 11,950 | $90K |
| Wealth Alliance Advisory Group, LLC | 0.01% | No change | 11,741 | $88K |
| Westbourne Investments, Inc. | 0.04% | No change | 11,650 | $88K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1371.7% | 11,273 | $85K |
| M.E. Allison & Co., Inc. | 0.05% | No change | 10,788 | $81K |
| Creative Planning | 0.00% | New | 10,494 | $79K |
| Z3 Capital Partners, LLC | 0.02% | Reduce -18.7% | 10,462 | $79K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -36.6% | 10,416 | $78K |
| Ieq Capital, LLC | 0.00% | No change | 10,378 | $78K |
| Samalin Investment Counsel, LLC | 0.03% | Add +2.0% | 10,328 | $78K |
| Axiom Investment Management LLC | 0.04% | — | 6,353 | $48K |
| Asset Dedication, LLC | 0.00% | New | 5,580 | $42K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 5,400 | $41K |
| BNP Paribas Financial Markets | 0.00% | No change | 5,214 | $39K |
| Global Wealth Strategies & Associates | 0.01% | No change | 4,850 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,718 | $35K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 3,170 | $24K |
| Allworth Financial LP | 0.00% | Reduce -41.1% | 2,897 | $22K |
| WPG Advisers, LLC | 0.02% | Reduce -26.6% | 2,871 | $22K |
| Bokf, NA | 0.00% | No change | 2,376 | $18K |
| Barrett & Company, Inc. | 0.01% | No change | 2,128 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 2,100 | $16K |
| CoreFirst Bank & Trust | 0.01% | No change | 2,076 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,000 | $15K |
| Hollencrest Capital Management | 0.00% | Add +2.2% | 1,827 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 1,578 | $12K |
| FNY Investment Advisers, LLC | 0.00% | New | 1,200 | $9K |
| MAI Capital Management | 0.00% | No change | 1,000 | $8K |
| Cwm, LLC | 0.00% | Reduce -81.5% | 866 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 726 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 612 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 550 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 500 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 377 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 300 | $2K |
| Signaturefd, LLC | 0.00% | Add +2.7% | 150 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +23.1% | 16 | $120 |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.