Nuveen Multi-Asset IncomeNMAI
13F holders, Q1 2026 (March 31)84holders
15new positions
13sold out
1famous investor
$12.40avg. 13F price*
At the end of Q1 2026, 84 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings, unchanged from Q4 2025. 15 opened new positions and 13 sold out. The largest holders were Pathstone Holdings, LLC ($13.2M), Morgan Stanley ($12.2M) and UBS Group AG ($8.3M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $1.8M |
| Exits | 13 | $4.4M |
All 13F filers, Q4 2025 → Q1 2026: 749,476 shares bought and 1,235,670 shares sold, net −486,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Pathstone Holdings, LLC | 0.05% | Reduce -13.3% | 1,061,064 | $13.2M |
| Morgan Stanley | 0.00% | Add +10.6% | 987,703 | $12.2M |
| UBS Group AG | 0.00% | Reduce -1.5% | 671,354 | $8.3M |
| Penserra Capital Management LLC | 0.08% | Reduce -45.3% | 540,293 | $6.7M |
| LPL Financial LLC | 0.00% | Add +7.8% | 423,921 | $5.3M |
| Heron Bay Capital Management | 0.33% | Reduce 0.0% | 287,763 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +23.1% | 240,191 | $3.0M |
| Advisors Asset Management, Inc. | 0.05% | Add +266.8% | 235,038 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +7.9% | 217,083 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +42.7% | 138,811 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +0.6% | 131,230 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +5.3% | 112,821 | $1.4M |
| Bank of America Corp. | 0.00% | Add +24.9% | 87,162 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.3% | 83,905 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +21.7% | 79,840 | $990K |
| Closed-End Fund Advisors, Inc. | 0.79% | Add +10.6% | 62,830 | $779K |
| Millennium Management | 0.00% | Add +174.7% | 58,809 | $729K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.3% | 58,757 | $729K |
| Calamos Advisors LLC | 0.00% | Add +13.5% | 57,914 | $718K |
| Evolve Private Wealth, LLC | 0.04% | Reduce -1.1% | 56,962 | $706K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 54,229 | $672K |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 51,877 | $626K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +77.1% | 50,441 | $625K |
| PMG Family Office LLC | 0.64% | Add +3.9% | 45,926 | $575K |
| Envestnet Asset Management Inc. | 0.00% | New | 44,447 | $551K |
| HUB Investment Partners, LLC | 0.01% | New | 43,952 | $545K |
| NWF Advisory Services Inc. | 0.06% | Add +7.9% | 43,561 | $540K |
| Shaker Financial Services, LLC | 0.18% | Reduce -72.1% | 42,232 | $524K |
| Private Advisor Group, LLC | 0.00% | Add +25.3% | 40,756 | $505K |
| NewEdge Advisors, LLC | 0.00% | Add +34.2% | 39,447 | $489K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 39,406 | $489K |
| Advisory Services Network, LLC | 0.01% | Add +115.5% | 38,774 | $481K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -16.6% | 31,501 | $391K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 30,000 | $372K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.5% | 29,597 | $367K |
| Invesco Ltd. | 0.00% | Add +95.9% | 28,274 | $351K |
| Silverlake Wealth Management LLC | 0.07% | No change | 27,479 | $341K |
| Melfa Wealth Management, Inc. | 0.19% | No change | 27,305 | $339K |
| HRT Financial LP | 0.00% | New | 26,210 | $325K |
| Wolverine Asset Management LLC | 0.02% | Reduce -85.8% | 25,897 | $321K |
| HighTower Advisors, LLC | 0.00% | No change | 25,828 | $320K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 22,618 | $280K |
| Integrated Wealth Concepts LLC | 0.00% | Add +20.1% | 21,780 | $270K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.2% | 20,469 | $258K |
| MML Investors Services, LLC | 0.00% | No change | 17,164 | $213K |
| Kestra Advisory Services, LLC | 0.00% | Add +226.8% | 17,128 | $212K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 16,209 | $201K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 13,604 | $169K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.2% | 12,679 | $157K |
| Jane Street Group, LLC | 0.00% | Add +15.2% | 11,840 | $147K |
| Waverly Advisors, LLC | 0.00% | New | 10,723 | $133K |
| Advisor OS, LLC | 0.01% | No change | 10,389 | $129K |
| MAI Capital Management | 0.00% | Add +96.2% | 5,175 | $64K |
| Towne Trust Company, N.A | 0.02% | No change | 4,100 | $51K |
| Fifth Third Bancorp | 0.00% | New | 3,286 | $41K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,051 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.7% | 2,684 | $33K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,504 | $31K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,905 | $24K |
| N.E.W. Advisory Services LLC | 0.00% | Add +125.0% | 1,638 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +41.4% | 1,408 | $18K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1,297 | $16K |
| Axiom Investment Management LLC | 0.01% | — | 1,218 | $15K |
| Wells Fargo & Company | 0.00% | Reduce -66.7% | 1,092 | $14K |
| Allworth Financial LP | 0.00% | Add +0.8% | 1,051 | $13K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,000 | $12K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Reduce -18.1% | 898 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +387.8% | 800 | $10K |
| Ascentis Independent Advisors | 0.00% | New | 568 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 535 | $7K |
| Cwm, LLC | 0.00% | New | 500 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 455 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 400 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 381 | $5K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 364 | $5K |
| POM Investment Strategies, LLC | 0.01% | New | 345 | $4K |
| WPG Advisers, LLC | 0.00% | Add +3.5% | 235 | $3K |
| Highline Wealth Partners LLC | 0.00% | Reduce -1.3% | 225 | $3K |
| Harbour Investments, Inc. | 0.00% | New | 225 | $3K |
| BlackRock, Inc. | 0.00% | New | 86 | $1K |
| Signaturefd, LLC | 0.00% | No change | 64 | $794 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 51 | $632 |
| Root Financial Partners, LLC | 0.00% | New | 33 | $409 |
| Citigroup Inc. | 0.00% | No change | 2 | $25 |
"% of holder's portfolio" is NMAI's weight in each manager's 13F, not the share of Nuveen Multi-Asset Income the manager owns.