Nuveen Multi-Asset IncomeNMAI

13F holders, Q3 2025 (September 30)
73holders +6
13new positions
7sold out
1famous investor
$12.98avg. 13F price*

At the end of Q3 2025, 73 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings, up 6 from Q2 2025. 13 opened new positions and 7 sold out. The largest holders were Pathstone Holdings, LLC ($16.3M), Penserra Capital Management LLC ($11.9M) and Morgan Stanley ($11.2M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Nuveen Multi-Asset Income
CUSIP
670750108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 69Q1 2024Q2 2024: 63Q2 2024Q3 2024: 63Q3 2024Q4 2024: 66Q4 2024Q1 2025: 64Q1 2025Q2 2025: 67Q2 2025Q3 2025: 73Q3 2025Q4 2025: 84Q4 2025Q1 2026: 84Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$2.3M
Exits7$756K

All 13F filers, Q2 2025 → Q3 2025: 999,943 shares bought and 1,371,304 shares sold, net −371,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

Pathstone Holdings, LLC 0.06% Add +60.6% 1,259,213 $16.3M
Penserra Capital Management LLC 0.14% Add +0.3% 919,362 $11.9M
Morgan Stanley 0.00% Add +10.8% 866,576 $11.2M
Saba Capital Management, L.P. 0.32% Reduce -58.6% 734,195 $9.5M
UBS Group AG 0.00% Add +9.5% 638,514 $8.3M
Wolverine Asset Management LLC 0.31% Reduce -17.1% 336,983 $4.4M
LPL Financial LLC 0.00% Add +5.1% 318,382 $4.1M
Heron Bay Capital Management 0.70% Reduce -0.2% 290,074 $3.8M
Absolute Investment Advisers, LLC 0.35% No change 214,500 $2.8M
Royal Bank of Canada 0.00% Add +15.2% 148,620 $1.9M
D.A. Davidson & Co. 0.01% Add +143.1% 114,803 $1.5M
Shaker Financial Services, LLC 0.45% Reduce -64.4% 99,145 $1.3M
First Trust Advisors LP 0.00% Add +29.8% 100,356 $1.3M
Cetera Investment Advisers 0.00% Add +6.4% 94,972 $1.2M
Quarry LP 0.27% No change 79,200 $1.0M
Raymond James Financial Inc. 0.00% Reduce -6.2% 76,434 $992K
Rockefeller Capital Management L.P. 0.00% Add +1.1% 70,047 $909K
Stifel Financial Corp. 0.00% Add +6.5% 67,002 $870K
Osaic Holdings, Inc. 0.00% Add +7.6% 66,950 $851K
Bank of America Corp. 0.00% Add +14.3% 58,182 $755K
Cambridge Investment Research Advisors, Inc. 0.00% Add +80.0% 52,614 $683K
PMG Family Office LLC 0.68% — 46,275 $606K
JPMorgan Chase & Co. 0.00% Reduce -2.5% 45,070 $585K
Janney Montgomery Scott LLC 0.00% Add +4.9% 43,196 $561K
NWF Advisory Services Inc. 0.06% Add +14.4% 39,611 $514K
Blue Bell Private Wealth Management, LLC 0.08% Add +18.4% 38,108 $495K
Private Advisor Group, LLC 0.00% Reduce -3.9% 33,916 $440K
Walleye Capital LLC 0.00% Add +23.5% 32,021 $416K
Calamos Advisors LLC 0.00% New 31,479 $409K
NewEdge Advisors, LLC 0.00% Add +1.5% 30,214 $392K
Gladstone Institutional Advisory LLC 0.01% No change 30,000 $389K
SFG Wealth Management, LLC. 0.16% New 29,150 $378K
Silverlake Wealth Management LLC 0.09% No change 27,479 $357K
Melfa Wealth Management, Inc. 0.21% New 27,305 $354K
HighTower Advisors, LLC 0.00% New 25,828 $335K
Commonwealth Equity Services, LLC 0.00% Add +11.1% 24,850 $323K
Millennium Management 0.00% Add +14.0% 24,409 $317K
HRT Financial LP 0.00% New 23,752 $308K
Integrated Wealth Concepts LLC 0.00% Add +16.0% 22,181 $288K
HUB Investment Partners, LLC 0.01% New 21,767 $283K
Fortitude Advisory Group L.L.C. 0.14% No change 20,395 $265K
MML Investors Services, LLC 0.00% No change 17,164 $223K
Koshinski Asset Management, Inc. 0.01% No change 16,209 $210K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.3% 13,709 $180K
Invesco Ltd. 0.00% New 13,423 $174K
Merit Financial Group, LLC 0.00% Add +2.0% 13,303 $173K
Dymon Asia Capital (singapore) Pte. LTD. 0.07% No change 12,982 $169K
Avior Wealth Management, LLC 0.01% Add +9.4% 12,762 $166K
International Assets Investment Management, LLC 0.01% Add +0.0% 10,732 $136K
Advisor OS, LLC 0.01% No change 10,389 $135K
Towne Trust Company, N.A 0.02% No change 4,100 $53K
Comerica Bank 0.00% Add +0.3% 3,393 $44K
Atlantic Union Bankshares Corp 0.00% New 3,051 $40K
Steward Partners Investment Advisory, LLC 0.00% Add +312.0% 2,715 $35K
MAI Capital Management 0.00% No change 2,638 $34K
US Bancorp \de 0.00% No change 2,500 $32K
Sound Income Strategies, LLC 0.00% No change 1,905 $25K
Advisory Services Network, LLC 0.00% New 1,254 $16K
CoreCap Advisors, LLC 0.00% No change 1,100 $14K
Allworth Financial LP 0.00% Reduce -59.2% 1,025 $13K
Farther Finance Advisors, LLC 0.00% No change 996 $13K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 978 $13K
FNY Investment Advisers, LLC 0.00% Reduce -76.7% 1,000 $12K
N.E.W. Advisory Services LLC 0.00% No change 728 $9K
ORG Partners LLC 0.00% No change 568 $7K
Delta Asset Management LLC 0.00% No change 468 $6K
Geneos Wealth Management Inc. 0.00% Reduce -73.2% 381 $5K
Measured Wealth Private Client Group, LLC 0.00% New 364 $5K
Wells Fargo & Company 0.00% Reduce -97.2% 315 $4K
WPG Advisers, LLC 0.00% Add +53.9% 274 $4K
Highline Wealth Partners LLC 0.00% New 200 $3K
Signaturefd, LLC 0.00% New 111 $1K
Citigroup Inc. 0.00% No change 2 $26

"% of holder's portfolio" is NMAI's weight in each manager's 13F, not the share of Nuveen Multi-Asset Income the manager owns.