NUVEEN VAR RT PREF & INC (NPFD) Top Institutional Shareholders
NUVEEN VAR RT PREF & INC (NPFD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $91.52M in NPFD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of NPFD tracked by InsiderSet, reporting ownership valued at approximately $36.24M in its March 31, 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 $36.81M, representing an estimated gain of +1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed NPFD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Royal Bank Of Canada, Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in NUVEEN VAR RT PREF & INC (NPFD).
This page ranks the largest institutional NPFD 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
55
Total Reported Value
$91.52M
Largest Holder
Morgan Stanley
Largest Position
$36.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
59
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% | 1,996,439 | $36,235,378 | $36,814,335 | +$578,957 | +1.60% | |
| Royal Bank Of Canada | 0.00% | 657,842 | $11,940,000 | $12,130,606 | +$190,606 | +1.60% | |
| Advisors Asset Management, Inc. | 0.12% | 387,562 | $7,034,250 | $7,146,643 | +$112,393 | +1.60% | |
| Wells Fargo & Company/Mn | 0.00% | 387,368 | $7,030,735 | $7,143,066 | +$112,331 | +1.60% | |
| Ubs Group Ag | 0.00% | 383,581 | $6,961,996 | $7,073,234 | +$111,238 | +1.60% | |
| Invesco Ltd. | 0.00% | 259,859 | $4,716,441 | $4,791,800 | +$75,359 | +1.60% | |
| Stifel Financial Corp | 0.00% | 156,222 | $2,835,417 | $2,880,734 | +$45,317 | +1.60% | |
| First Trust Advisors Lp | 0.00% | 121,961 | $2,213,587 | $2,248,961 | +$35,374 | +1.60% | |
| Evolve Private Wealth, Llc | 0.07% | 68,788 | $1,248,502 | $1,268,451 | +$19,949 | +1.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 64,570 | $1,171,950 | $1,190,671 | +$18,721 | +1.60% | |
| Envestnet Asset Management Inc | 0.00% | 61,670 | $1,119,318 | $1,137,195 | +$17,877 | +1.60% | |
| Cetera Investment Advisers | 0.00% | 61,262 | $1,111,903 | $1,129,671 | +$17,768 | +1.60% | |
| Closed-End Fund Advisors, Inc. | 1.01% | 54,494 | $989,066 | $1,004,869 | +$15,803 | +1.60% | |
| Summit Financial, Llc | 0.01% | 49,998 | $915,288 | $921,963 | +$6,675 | +0.73% | |
| Equitable Holdings, Inc. | 0.00% | 41,380 | $751,050 | $763,047 | +$11,997 | +1.60% | |
| Millennium Management Llc | 0.00% | 27,970 | $507,656 | $515,767 | +$8,111 | +1.60% | |
| Bank Of America Corp | 0.00% | 26,858 | $487,470 | $495,262 | +$7,792 | +1.60% | |
| Lpl Financial Llc | 0.00% | 20,593 | $373,764 | $379,735 | +$5,971 | +1.60% | |
| Uhlmann Price Securities, Llc | 0.02% | 19,866 | $360,577 | $366,329 | +$5,752 | +1.60% | |
| Smith Chas P & Associates Pa Cpas | 0.02% | 18,000 | $326,700 | $331,920 | +$5,220 | +1.60% | |
| Seed Wealth Management, Inc. | 0.21% | 17,030 | $309,095 | $314,033 | +$4,938 | +1.60% | |
| Lido Advisors, Llc | 0.00% | 15,054 | $275,586 | $277,596 | +$2,010 | +0.73% | |
| &Partners | 0.00% | 15,029 | $272,767 | $277,135 | +$4,368 | +1.60% | |
| Choreo, Llc | 0.00% | 13,747 | $251,708 | $253,495 | +$1,787 | +0.71% | |
| Sage Capital Management, Llc | 0.12% | 13,500 | $245,025 | $248,940 | +$3,915 | +1.60% | |
| Catalina Capital Group, Llc | 0.14% | 12,572 | $228,182 | $231,828 | +$3,646 | +1.60% | |
| Accredited Investor Services, Llc | 0.14% | 12,032 | $218,381 | $221,870 | +$3,489 | +1.60% | |
| Carnegie Investment Counsel | 0.00% | 12,000 | $217,800 | $221,280 | +$3,480 | +1.60% | |
| Walled Lake Planning & Wealth Management, Llc | 0.06% | 11,767 | $213,571 | $216,983 | +$3,412 | +1.60% | |
| Merit Financial Group, Llc | 0.00% | 10,700 | $194,202 | $197,308 | +$3,106 | +1.60% | |
| Wolverine Asset Management Llc | 0.00% | 8,877 | $161,118 | $163,692 | +$2,574 | +1.60% | |
| Advisory Services Network, Llc | 0.00% | 6,216 | $112,820 | $114,623 | +$1,803 | +1.60% | |
| Ritter Daniher Financial Advisory Llc / De | 0.01% | 4,767 | $86,521 | $87,903 | +$1,382 | +1.60% | |
| Osaic Holdings, Inc. | 0.00% | 3,484 | $63,245 | $64,245 | +$1,000 | +1.58% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 3,114 | $56,519 | $57,422 | +$903 | +1.60% | |
| Barclays Plc | 0.00% | 2,800 | $50,820 | $51,632 | +$812 | +1.60% | |
| Corecap Advisors, Llc | 0.00% | 2,539 | $46,083 | $46,819 | +$736 | +1.60% | |
| Sit Investment Associates Inc | 0.89% | 2,425,184 | $44,017 | $44,720,393 | +$44,676,376 | +101498.00% | |
| Fifth Third Bancorp | 0.00% | 1,533 | $27,827 | $28,269 | +$442 | +1.59% | |
| Wpg Advisers, Llc | 0.02% | 1,380 | $25,047 | $25,447 | +$400 | +1.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,227 | $22,270 | $22,626 | +$356 | +1.60% | |
| Us Bancorp \De\ | 0.00% | 947 | $17,188 | $17,463 | +$275 | +1.60% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 533 | $9,903 | $9,829 | -$74 | -0.75% | |
| Blackrock, Inc. | 0.00% | 495 | $8,984 | $9,128 | +$144 | +1.60% | |
| Farther Finance Advisors, Llc | 0.00% | 458 | $8,505 | $8,446 | -$59 | -0.70% | |
| Osbon Capital Management Llc | 0.01% | 377 | $6,843 | $6,952 | +$109 | +1.59% | |
| Cohen & Steers, Inc. | 0.01% | 205,000 | $3,721 | $3,780,200 | +$3,776,479 | +101490.97% | |
| Root Financial Partners, Llc | 0.00% | 196 | $3,557 | $3,614 | +$57 | +1.61% | |
| Assetmark, Inc | 0.00% | 44 | $799 | $811 | +$12 | +1.55% | |
| Motco | 0.00% | 37 | $672 | $682 | +$10 | +1.53% |
Frequently asked questions about NPFD
Who owns the most NPFD stock?
The largest holders of NPFD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN VAR RT PREF & INC (NPFD).
Is NPFD widely held by superinvestors?
Many widely followed stocks like NPFD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NPFD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.