JFR Institutional Ownership & Shareholders
NUVEEN FLOATING RATE INCOME (JFR) is currently held by 172 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $440.29M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of JFR tracked by InsiderSet, reporting ownership valued at approximately $69.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $65.39M, representing an estimated loss of -5.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed JFR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Sit Investment Associates Inc, Congress Park Capital Llc, and several other long-term asset managers with concentrated positions in NUVEEN FLOATING RATE INCOME (JFR).
This page ranks the largest institutional JFR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
172
Total Reported Value
$440.29M
Largest Holder
Morgan Stanley
Largest Position
$69.27M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 9,031,373 | $69,270,650 | $65,387,141 | -$3,883,509 | -5.61% | |
| Sit Investment Associates Inc | 0.59% | 4,082,097 | $31,310,000 | $29,554,382 | -$1,755,618 | -5.61% | |
| Congress Park Capital Llc | 7.09% | 3,633,513 | $27,033,334 | $26,306,634 | -$726,700 | -2.69% | |
| Loomis Sayles & Co L P | 0.03% | 2,973,326 | $22,805,411 | $21,526,880 | -$1,278,531 | -5.61% | |
| Invesco Ltd. | 0.00% | 2,935,750 | $22,517,203 | $21,254,830 | -$1,262,373 | -5.61% | |
| Penserra Capital Management Llc | 0.17% | 2,892,702 | $22,187,000 | $20,943,162 | -$1,243,838 | -5.61% | |
| Lpl Financial Llc | 0.00% | 2,621,477 | $20,106,729 | $18,979,493 | -$1,127,236 | -5.61% | |
| Wells Fargo & Company/Mn | 0.00% | 2,604,993 | $19,980,293 | $18,860,149 | -$1,120,144 | -5.61% | |
| Bank Of America Corp | 0.00% | 2,029,187 | $15,563,863 | $14,691,314 | -$872,549 | -5.61% | |
| Guggenheim Capital Llc | 0.09% | 1,822,745 | $13,980,454 | $13,196,674 | -$783,780 | -5.61% | |
| Raymond James Financial Inc | 0.00% | 1,782,406 | $13,671,059 | $12,904,619 | -$766,440 | -5.61% | |
| Cyndeo Wealth Partners, Llc | 0.57% | 1,695,275 | $12,612,846 | $12,273,791 | -$339,055 | -2.69% | |
| Royal Bank Of Canada | 0.00% | 1,301,970 | $9,986,000 | $9,426,263 | -$559,737 | -5.61% | |
| 1607 Capital Partners, Llc | 0.81% | 1,218,608 | $9,346,723 | $8,822,722 | -$524,001 | -5.61% | |
| Thomas J. Herzfeld Advisors, Inc. | 2.62% | 1,111,921 | $8,528,434 | $8,050,308 | -$478,126 | -5.61% | |
| Icon Advisers Inc/Co | 1.40% | 971,097 | $7,448,314 | $7,030,742 | -$417,572 | -5.61% | |
| Kanen Wealth Management Llc | 1.80% | 959,147 | $7,369,592 | $6,944,224 | -$425,368 | -5.77% | |
| Ubs Group Ag | 0.00% | 912,982 | $7,002,572 | $6,609,990 | -$392,582 | -5.61% | |
| Cohen & Steers, Inc. | 0.01% | 853,263 | $6,545,000 | $6,177,624 | -$367,376 | -5.61% | |
| Ameriprise Financial Inc | 0.00% | 805,512 | $6,178,275 | $5,831,907 | -$346,368 | -5.61% | |
| Rockefeller Capital Management L.P. | 0.01% | 722,018 | $5,537,884 | $5,227,410 | -$310,474 | -5.61% | |
| Envestnet Asset Management Inc | 0.00% | 691,859 | $5,306,561 | $5,009,059 | -$297,502 | -5.61% | |
| Ethos Financial Group, Llc | 0.30% | 581,044 | $4,456,608 | $4,206,759 | -$249,849 | -5.61% | |
| Almitas Capital Llc | 0.80% | 435,208 | $3,338,045 | $3,150,906 | -$187,139 | -5.61% | |
| Coastal Bridge Advisors, Llc | 0.20% | 414,174 | $3,176,715 | $2,998,620 | -$178,095 | -5.61% | |
| Cetera Investment Advisers | 0.00% | 405,966 | $3,113,759 | $2,939,194 | -$174,565 | -5.61% | |
| J.W. Cole Advisors, Inc. | 0.05% | 381,673 | $2,927,431 | $2,763,313 | -$164,118 | -5.61% | |
| Graniteshares Advisors Llc | 1.77% | 361,998 | $2,693,265 | $2,620,866 | -$72,399 | -2.69% | |
| Baird Financial Group, Inc. | 0.00% | 292,973 | $2,247,103 | $2,121,125 | -$125,978 | -5.61% | |
| Newedge Advisors, Llc | 0.01% | 277,570 | $2,128,957 | $2,009,607 | -$119,350 | -5.61% | |
| Atlas Wealth Llc | 0.30% | 271,569 | $2,082,934 | $1,966,160 | -$116,774 | -5.61% | |
| International Assets Investment Management, Llc | 0.12% | 269,128 | $2,005,001 | $1,948,487 | -$56,514 | -2.82% | |
| Harbour Investments, Inc. | 0.03% | 245,449 | $1,882,595 | $1,777,051 | -$105,544 | -5.61% | |
| Matisse Capital | 0.73% | 250,000 | $1,860,000 | $1,810,000 | -$50,000 | -2.69% | |
| Advisors Asset Management, Inc. | 0.03% | 179,212 | $1,822,586 | $1,297,495 | -$525,091 | -28.81% | |
| Rfg Advisory, Llc | 0.03% | 227,248 | $1,742,989 | $1,645,276 | -$97,713 | -5.61% | |
| North Ground Capital | 2.05% | 222,501 | $1,706,583 | $1,610,907 | -$95,676 | -5.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 215,442 | $1,602,890 | $1,559,800 | -$43,090 | -2.69% | |
| Kovack Advisors, Inc. | 0.08% | 208,325 | $1,601,372 | $1,508,273 | -$93,099 | -5.81% | |
| Osaic Holdings, Inc. | 0.00% | 204,292 | $1,566,948 | $1,479,074 | -$87,874 | -5.61% | |
| Capital Investment Advisors, Llc | 0.02% | 209,198 | $1,556,435 | $1,514,594 | -$41,841 | -2.69% | |
| Hourglass Capital, Llc | 0.30% | 195,640 | $1,455,562 | $1,416,434 | -$39,128 | -2.69% | |
| Aviance Capital Partners, Llc | 0.14% | 183,255 | $1,363,420 | $1,326,766 | -$36,654 | -2.69% | |
| Advisory Services Network, Llc | 0.01% | 149,412 | $1,145,988 | $1,081,743 | -$64,245 | -5.61% | |
| Choreo, Llc | 0.01% | 135,617 | $1,016,843 | $981,867 | -$34,976 | -3.44% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 118,450 | $908,512 | $857,578 | -$50,934 | -5.61% | |
| Sigma Planning Corp | 0.02% | 121,958 | $907,367 | $882,976 | -$24,391 | -2.69% | |
| Melfa Wealth Management, Inc. | 0.44% | 107,219 | $822,370 | $776,266 | -$46,104 | -5.61% | |
| Thrivent Financial For Lutherans | 0.00% | 106,834 | $819,000 | $773,478 | -$45,522 | -5.56% | |
| Kestra Advisory Services, Llc | 0.00% | 104,233 | $775,496 | $754,647 | -$20,849 | -2.69% |
Frequently asked questions about JFR
Who are the largest institutional holders of JFR?
The largest institutional holders of JFR reported in the latest SEC Form 13F filings include Morgan Stanley, Sit Investment Associates Inc, Congress Park Capital Llc, Loomis Sayles & Co L P, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported JFR position.
What is JFR institutional ownership?
This page tracks JFR positions reported by institutional investment managers through SEC Form 13F. NUVEEN FLOATING RATE INCOME (JFR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JFR?
InsiderSet currently tracks 172 institutional managers reporting JFR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JFR shareholders.
How much JFR stock do institutions own?
Institutional investment managers disclosed approximately $440.29M in JFR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JFR institutional ownership last updated?
The latest JFR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JFR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JFR position after the reporting date.
Are institutions buying or selling JFR?
Institutional buying and selling can be analyzed by comparing JFR positions across consecutive 13F reporting periods. InsiderSet's JFR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JFR ownership changes.
How has JFR institutional ownership changed over time?
InsiderSet tracks JFR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.