NPFI Institutional Ownership & Shareholders
NUVEEN PREFERRED & INCOME (NPFI) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Berger Financial Group, Inc is currently the largest disclosed institutional shareholder of NPFI tracked by InsiderSet, reporting ownership valued at approximately $15.01M 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 $14.48M, representing an estimated loss of -3.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed NPFI value among the investors covered in this analysis. Major shareholders include Berger Financial Group, Inc, Mbl Wealth, Llc, Astoria Portfolio Advisors Llc., and several other long-term asset managers with concentrated positions in NUVEEN PREFERRED & INCOME (NPFI).
This page ranks the largest institutional NPFI 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
25
Total Reported Value
$42.63M
Largest Holder
Berger Financial Group, Inc
Largest Position
$15.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Berger Financial Group, Inc | 0.77% | 574,054 | $15,010,873 | $14,480,512 | -$530,361 | -3.53% | |
| Mbl Wealth, Llc | 0.44% | 291,030 | $7,313,584 | $7,341,232 | +$27,648 | +0.38% | |
| Astoria Portfolio Advisors Llc. | 0.80% | 182,038 | $4,760,092 | $4,591,909 | -$168,183 | -3.53% | |
| Maia Wealth Llc | 0.53% | 151,096 | $3,797,043 | $3,811,397 | +$14,354 | +0.38% | |
| Cwm, Llc | 0.01% | 83,628 | $2,154,834 | $2,109,516 | -$45,318 | -2.10% | |
| Lpl Financial Llc | 0.00% | 72,768 | $1,902,803 | $1,835,573 | -$67,230 | -3.53% | |
| Integrated Wealth Concepts Llc | 0.01% | 71,786 | $1,877,125 | $1,810,802 | -$66,323 | -3.53% | |
| Jane Street Group, Llc | 0.00% | 46,183 | $1,207,635 | $1,164,966 | -$42,669 | -3.53% | |
| Krilogy Financial Llc | 0.03% | 39,700 | $995,279 | $1,001,433 | +$6,154 | +0.62% | |
| Envestnet Asset Management Inc | 0.00% | 26,879 | $702,845 | $678,023 | -$24,822 | -3.53% | |
| Jefferies Financial Group Inc. | 0.01% | 26,870 | $702,621 | $677,796 | -$24,825 | -3.53% | |
| Buckley Wealth Management, Llc | 0.14% | 20,936 | $547,455 | $528,111 | -$19,344 | -3.53% | |
| Flagship Harbor Advisors, Llc | 0.01% | 13,313 | $334,559 | $335,820 | +$1,261 | +0.38% | |
| Mml Investors Services, Llc | 0.00% | 10,744 | $280,944 | $271,017 | -$9,927 | -3.53% | |
| Arkadios Wealth Advisors | 0.00% | 9,674 | $252,950 | $244,027 | -$8,923 | -3.53% | |
| D.A. Davidson & Co. | 0.00% | 8,600 | $216,118 | $216,935 | +$817 | +0.38% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 7,054 | $177,267 | $177,937 | +$670 | +0.38% | |
| Ifs Advisors, Llc | 0.03% | 4,012 | $100,821 | $101,203 | +$382 | +0.38% | |
| Allworth Financial Lp | 0.00% | 1,157 | $30,267 | $29,185 | -$1,082 | -3.57% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 500 | $13,074 | $12,613 | -$462 | -3.53% | |
| Ubs Group Ag | 0.00% | 357 | $9,335 | $9,005 | -$330 | -3.53% | |
| Richardson Financial Services Inc. | 0.00% | 163 | $4,096 | $4,112 | +$16 | +0.38% | |
| Truvestments Capital Llc | 0.00% | 141 | $3,687 | $3,557 | -$130 | -3.53% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,710 | $294 | $295,385 | +$295,091 | +100371.00% |
Frequently asked questions about NPFI
Who are the largest institutional holders of NPFI?
The largest institutional holders of NPFI reported in the latest SEC Form 13F filings include Berger Financial Group, Inc, Mbl Wealth, Llc, Astoria Portfolio Advisors Llc., Maia Wealth Llc, and Cwm, Llc. InsiderSet ranks institutional holders by their latest reported NPFI position.
What is NPFI institutional ownership?
This page tracks NPFI positions reported by institutional investment managers through SEC Form 13F. NUVEEN PREFERRED & INCOME (NPFI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NPFI?
InsiderSet currently tracks 25 institutional managers reporting NPFI 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 NPFI shareholders.
How much NPFI stock do institutions own?
Institutional investment managers disclosed approximately $42.63M in NPFI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NPFI institutional ownership last updated?
The latest NPFI 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 NPFI 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 NPFI position after the reporting date.
Are institutions buying or selling NPFI?
Institutional buying and selling can be analyzed by comparing NPFI positions across consecutive 13F reporting periods. InsiderSet's NPFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NPFI ownership changes.
How has NPFI institutional ownership changed over time?
InsiderSet tracks NPFI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.