NPFD Institutional Ownership & Shareholders
NUVEEN VAR RT PREF & INC (NPFD) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $142.02M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of NPFD tracked by InsiderSet, reporting ownership valued at approximately $45.33M 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 $41.17M, representing an estimated loss of -9.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed NPFD value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Morgan Stanley, Royal Bank Of Canada, 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
51
Total Reported Value
$142.02M
Largest Holder
Sit Investment Associates Inc
Largest Position
$45.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.86% | 2,408,758 | $45,333,000 | $41,165,674 | -$4,167,326 | -9.19% | |
| Morgan Stanley | 0.00% | 1,968,184 | $37,041,250 | $33,636,265 | -$3,404,985 | -9.19% | |
| Royal Bank Of Canada | 0.00% | 587,471 | $11,056,000 | $10,039,879 | -$1,016,121 | -9.19% | |
| Ubs Group Ag | 0.00% | 416,649 | $7,841,334 | $7,120,531 | -$720,803 | -9.19% | |
| Wells Fargo & Company/Mn | 0.00% | 270,297 | $5,086,982 | $4,619,376 | -$467,606 | -9.19% | |
| Invesco Ltd. | 0.00% | 265,957 | $5,005,311 | $4,545,205 | -$460,106 | -9.19% | |
| Atlas Wealth Llc | 0.71% | 263,387 | $4,956,943 | $4,501,284 | -$455,659 | -9.19% | |
| Cohen & Steers, Inc. | 0.01% | 205,000 | $3,858,000 | $3,503,450 | -$354,550 | -9.19% | |
| Stifel Financial Corp | 0.00% | 154,395 | $2,905,702 | $2,638,611 | -$267,091 | -9.19% | |
| Legacy Capital Wealth Partners, Llc | 0.53% | 147,232 | $2,548,586 | $2,516,195 | -$32,391 | -1.27% | |
| First Trust Advisors Lp | 0.00% | 127,209 | $2,394,068 | $2,174,002 | -$220,066 | -9.19% | |
| Pvg Asset Management Corp | 0.87% | 73,463 | $1,271,645 | $1,255,483 | -$16,162 | -1.27% | |
| Evolve Private Wealth, Llc | 0.07% | 64,082 | $1,216,069 | $1,095,161 | -$120,908 | -9.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,629 | $1,205,280 | $1,189,960 | -$15,320 | -1.27% | |
| Closed-End Fund Advisors, Inc. | 0.95% | 51,519 | $969,588 | $880,460 | -$89,128 | -9.19% | |
| Summit Financial, Llc | 0.01% | 50,421 | $956,824 | $861,695 | -$95,129 | -9.94% | |
| Cetera Investment Advisers | 0.00% | 47,557 | $895,014 | $812,749 | -$82,265 | -9.19% | |
| Envestnet Asset Management Inc | 0.00% | 42,371 | $797,422 | $724,120 | -$73,302 | -9.19% | |
| Equitable Holdings, Inc. | 0.00% | 41,584 | $782,602 | $710,671 | -$71,931 | -9.19% | |
| Janney Montgomery Scott Llc | 0.00% | 30,635 | $577,000 | $523,552 | -$53,448 | -9.26% | |
| Bessemer Group Inc | 0.00% | 27,976 | $527,000 | $478,110 | -$48,890 | -9.28% | |
| Bank Of America Corp | 0.00% | 23,357 | $439,570 | $399,171 | -$40,399 | -9.19% | |
| Lpl Financial Llc | 0.00% | 18,883 | $355,384 | $322,710 | -$32,674 | -9.19% | |
| Uhlmann Price Securities, Llc | 0.02% | 20,156 | $348,900 | $344,466 | -$4,434 | -1.27% | |
| Osaic Holdings, Inc. | 0.00% | 18,027 | $339,275 | $308,081 | -$31,194 | -9.19% | |
| Smith Chas P & Associates Pa Cpas | 0.02% | 18,000 | $311,220 | $307,620 | -$3,600 | -1.16% | |
| Lido Advisors, Llc | 0.00% | 15,054 | $285,672 | $257,273 | -$28,399 | -9.94% | |
| &Partners | 0.00% | 15,083 | $283,853 | $257,768 | -$26,085 | -9.19% | |
| Virtu Financial Llc | 0.01% | 14,622 | $275,000 | $249,890 | -$25,110 | -9.13% | |
| Sage Capital Management, Llc | 0.09% | 13,500 | $233,685 | $230,715 | -$2,970 | -1.27% | |
| Millennium Management Llc | 0.00% | 12,328 | $232,013 | $210,686 | -$21,327 | -9.19% | |
| Seed Wealth Management, Inc. | 0.14% | 13,300 | $230,223 | $227,297 | -$2,926 | -1.27% | |
| Catalina Capital Group, Llc | 0.14% | 12,572 | $228,182 | $214,855 | -$13,327 | -5.84% | |
| Choreo, Llc | 0.00% | 12,109 | $211,625 | $206,943 | -$4,682 | -2.21% | |
| Walled Lake Planning & Wealth Management, Llc | 0.05% | 11,767 | $203,687 | $201,098 | -$2,589 | -1.27% | |
| Merit Financial Group, Llc | 0.00% | 10,791 | $203,078 | $184,418 | -$18,660 | -9.19% | |
| Accredited Investor Services, Llc | 0.11% | 11,685 | $202,267 | $199,697 | -$2,570 | -1.27% | |
| Arax Advisory Partners | 0.00% | 6,101 | $114,821 | $104,266 | -$10,555 | -9.19% | |
| Ritter Daniher Financial Advisory Llc / De | 0.01% | 3,269 | $61,528 | $55,867 | -$5,661 | -9.20% | |
| Barclays Plc | 0.00% | 2,800 | $52,696 | $47,852 | -$4,844 | -9.19% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 3,008 | $52,068 | $51,407 | -$661 | -1.27% | |
| Corecap Advisors, Llc | 0.00% | 2,539 | $43,950 | $43,392 | -$558 | -1.27% | |
| Wpg Advisers, Llc | 0.01% | 1,502 | $26,000 | $25,669 | -$331 | -1.27% | |
| Fifth Third Bancorp | 0.00% | 974 | $18,335 | $16,646 | -$1,689 | -9.21% | |
| Us Bancorp \De\ | 0.00% | 947 | $17,823 | $16,184 | -$1,639 | -9.19% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 533 | $9,972 | $9,109 | -$863 | -8.65% | |
| Farther Finance Advisors, Llc | 0.00% | 301 | $5,210 | $5,144 | -$66 | -1.27% | |
| Rockefeller Capital Management L.P. | 0.00% | 166 | $3,124 | $2,837 | -$287 | -9.19% | |
| Assetmark, Inc | 0.00% | 44 | $762 | $752 | -$10 | -1.32% | |
| Wedbush Securities Inc | 0.02% | 43,225 | $748 | $738,715 | +$737,967 | +98658.72% |
Frequently asked questions about NPFD
Who are the largest institutional holders of NPFD?
The largest institutional holders of NPFD reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Morgan Stanley, Royal Bank Of Canada, Ubs Group Ag, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported NPFD position.
What is NPFD institutional ownership?
This page tracks NPFD positions reported by institutional investment managers through SEC Form 13F. NUVEEN VAR RT PREF & INC (NPFD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NPFD?
InsiderSet currently tracks 51 institutional managers reporting NPFD 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 NPFD shareholders.
How much NPFD stock do institutions own?
Institutional investment managers disclosed approximately $142.02M in NPFD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NPFD institutional ownership last updated?
The latest NPFD 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 NPFD 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 NPFD position after the reporting date.
Are institutions buying or selling NPFD?
Institutional buying and selling can be analyzed by comparing NPFD positions across consecutive 13F reporting periods. InsiderSet's NPFD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NPFD ownership changes.
How has NPFD institutional ownership changed over time?
InsiderSet tracks NPFD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.