Nuveen Multi-Asset IncomeNMAI

13F holders, Q4 2025 (December 31)
84holders +11
14new positions
7sold out
1famous investor
$13.04avg. 13F price*

At the end of Q4 2025, 84 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings, up 11 from Q3 2025. 14 opened new positions and 7 sold out. The largest holders were Pathstone Holdings, LLC ($16.0M), Penserra Capital Management LLC ($12.9M) and Morgan Stanley ($11.6M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$2.5M
Exits7$2.2M

All 13F filers, Q3 2025 → Q4 2025: 736,750 shares bought and 1,146,480 shares sold, net −409,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Pathstone Holdings, LLC 0.06% Reduce -2.8% 1,224,023 $16.0M
Penserra Capital Management LLC 0.15% Add +7.4% 986,984 $12.9M
Morgan Stanley 0.00% Add +3.1% 893,107 $11.6M
UBS Group AG 0.00% Add +6.7% 681,504 $8.9M
LPL Financial LLC 0.00% Add +23.5% 393,127 $5.1M
Heron Bay Capital Management 0.72% Reduce -0.8% 287,775 $3.8M
Stifel Financial Corp. 0.00% Add +200.2% 201,156 $2.6M
Royal Bank of Canada 0.00% Add +31.3% 195,116 $2.5M
Wolverine Asset Management LLC 0.14% Reduce -45.8% 182,610 $2.4M
Shaker Financial Services, LLC 0.63% Add +52.7% 151,410 $2.0M
D.A. Davidson & Co. 0.01% Add +13.7% 130,500 $1.7M
Absolute Investment Advisers, LLC 0.18% Reduce -45.5% 116,794 $1.5M
First Trust Advisors LP 0.00% Add +6.7% 107,113 $1.4M
Cetera Investment Advisers 0.00% Add +2.4% 97,245 $1.3M
Raymond James Financial Inc. 0.00% Add +4.2% 79,642 $1.0M
Saba Capital Management, L.P. 0.03% Reduce -89.8% 75,279 $982K
Bank of America Corp. 0.00% Add +19.9% 69,755 $910K
Osaic Holdings, Inc. 0.00% Reduce -2.0% 65,594 $855K
Rockefeller Capital Management L.P. 0.00% Reduce -8.5% 64,106 $836K
Advisors Asset Management, Inc. 0.01% New 64,087 $836K
Evolve Private Wealth, LLC 0.04% — 57,581 $751K
Closed-End Fund Advisors, Inc. 0.44% — 56,792 $741K
Readystate Asset Management LP 0.06% New 56,174 $733K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.5% 53,905 $703K
Calamos Advisors LLC 0.00% Add +62.1% 51,019 $665K
JPMorgan Chase & Co. 0.00% Add +9.2% 49,222 $642K
PMG Family Office LLC 0.67% Reduce -4.4% 44,221 $577K
NWF Advisory Services Inc. 0.06% Add +1.9% 40,361 $526K
Janney Montgomery Scott LLC 0.00% Reduce -7.1% 40,142 $523K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -0.9% 37,781 $493K
Private Advisor Group, LLC 0.00% Reduce -4.1% 32,525 $424K
Gladstone Institutional Advisory LLC 0.01% No change 30,000 $391K
NewEdge Advisors, LLC 0.00% Reduce -2.7% 29,395 $383K
SFG Wealth Management, LLC. 0.15% No change 29,150 $380K
Hennion & Walsh Asset Management, Inc. 0.01% New 28,481 $371K
Silverlake Wealth Management LLC 0.08% No change 27,479 $358K
Melfa Wealth Management, Inc. 0.21% No change 27,305 $356K
HighTower Advisors, LLC 0.00% No change 25,828 $337K
Commonwealth Equity Services, LLC 0.00% Reduce -4.4% 23,767 $310K
Fortitude Advisory Group L.L.C. 0.13% Add +10.9% 22,618 $295K
Millennium Management 0.00% Reduce -12.3% 21,409 $279K
International Assets Investment Management, LLC 0.02% Add +91.1% 20,507 $267K
Integrated Wealth Concepts LLC 0.00% Reduce -18.2% 18,138 $237K
Advisory Services Network, LLC 0.00% Add +1335.0% 17,995 $235K
MML Investors Services, LLC 0.00% No change 17,164 $224K
Koshinski Asset Management, Inc. 0.01% No change 16,209 $211K
Invesco Ltd. 0.00% Add +7.5% 14,436 $188K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.7% 13,938 $184K
XTX Topco Ltd 0.00% New 13,415 $175K
Avior Wealth Management, LLC 0.01% Add +3.8% 13,249 $173K
Merit Financial Group, LLC 0.00% Reduce -4.5% 12,708 $166K
Advisor OS, LLC 0.01% No change 10,389 $135K
Jane Street Group, LLC 0.00% New 10,277 $134K
J.W. Cole Advisors, Inc. 0.00% New 10,056 $131K
Kestra Advisory Services, LLC 0.00% New 5,241 $68K
Towne Trust Company, N.A 0.02% No change 4,100 $53K
Comerica Bank 0.00% Reduce -3.1% 3,289 $43K
Wells Fargo & Company 0.00% Add +942.2% 3,283 $43K
Garton & Associates Financial Advisors LLC 0.02% — 3,187 $42K
Atlantic Union Bankshares Corp 0.00% No change 3,051 $40K
MAI Capital Management 0.00% No change 2,638 $34K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.4% 2,515 $33K
Sound Income Strategies, LLC 0.00% No change 1,905 $25K
Global Retirement Partners, LLC 0.00% New 1,394 $18K
Keating Financial Advisory Services, Inc. 0.00% — 1,297 $17K
Flagship Harbor Advisors, LLC 0.00% New 1,173 $15K
PNC Financial Services Group, Inc. 0.00% New 1,172 $15K
Thomas J. Herzfeld Advisors, Inc. 0.00% Add +12.1% 1,096 $14K
Allworth Financial LP 0.00% Add +1.8% 1,043 $14K
Farther Finance Advisors, LLC 0.00% No change 996 $13K
N.E.W. Advisory Services LLC 0.00% No change 728 $9K
ORG Partners LLC 0.00% No change 568 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% New 535 $7K
MassMutual Private Wealth & Trust, FSB 0.00% New 500 $7K
CoreCap Advisors, LLC 0.00% Reduce -58.6% 455 $6K
SageView Advisory Group, LLC 0.00% New 437 $6K
Delta Asset Management LLC 0.00% Reduce -14.5% 400 $5K
Geneos Wealth Management Inc. 0.00% No change 381 $5K
Measured Wealth Private Client Group, LLC 0.00% No change 364 $5K
Highline Wealth Partners LLC 0.00% Add +14.0% 228 $3K
WPG Advisers, LLC 0.00% Reduce -17.1% 227 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 164 $2K
Signaturefd, LLC 0.00% Reduce -42.3% 64 $835
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.