NUVEEN FLOATING RATE INCOME (JFR) Institutional Shareholders
NUVEEN FLOATING RATE INCOME (JFR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $393.72M in JFR holdings during the latest filing period.
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 $70.08M, representing an estimated gain of +1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed JFR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Congress Park Capital Llc, Loomis Sayles & Co L P, 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
$393.72M
Largest Holder
Morgan Stanley
Largest Position
$69.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
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 | $70,083,454 | +$812,804 | +1.17% | |
| Congress Park Capital Llc | 7.20% | 3,477,794 | $26,674,684 | $26,987,681 | +$312,997 | +1.17% | |
| Loomis Sayles & Co L P | 0.03% | 2,973,326 | $22,805,411 | $23,073,010 | +$267,599 | +1.17% | |
| Invesco Ltd. | 0.00% | 2,935,750 | $22,517,203 | $22,781,420 | +$264,217 | +1.17% | |
| Lpl Financial Llc | 0.00% | 2,621,477 | $20,106,729 | $20,342,662 | +$235,933 | +1.17% | |
| Wells Fargo & Company/Mn | 0.00% | 2,604,993 | $19,980,293 | $20,214,746 | +$234,453 | +1.17% | |
| Bank Of America Corp | 0.00% | 2,029,187 | $15,563,863 | $15,746,491 | +$182,628 | +1.17% | |
| Cyndeo Wealth Partners, Llc | 0.72% | 1,999,420 | $15,335,551 | $15,515,499 | +$179,948 | +1.17% | |
| Advisors Asset Management, Inc. | 0.21% | 1,827,295 | $14,015,353 | $14,179,809 | +$164,456 | +1.17% | |
| Guggenheim Capital Llc | 0.09% | 1,822,745 | $13,980,454 | $14,144,501 | +$164,047 | +1.17% | |
| Raymond James Financial Inc | 0.00% | 1,782,406 | $13,671,059 | $13,831,471 | +$160,412 | +1.17% | |
| Royal Bank Of Canada | 0.00% | 1,301,970 | $9,986,000 | $10,103,287 | +$117,287 | +1.17% | |
| 1607 Capital Partners, Llc | 0.81% | 1,218,608 | $9,346,723 | $9,456,398 | +$109,675 | +1.17% | |
| Thomas J. Herzfeld Advisors, Inc. | 2.62% | 1,111,921 | $8,528,434 | $8,628,507 | +$100,073 | +1.17% | |
| Icon Advisers Inc/Co | 1.40% | 971,097 | $7,448,314 | $7,535,713 | +$87,399 | +1.17% | |
| Kanen Wealth Management Llc | 1.80% | 959,147 | $7,369,592 | $7,442,981 | +$73,389 | +1.00% | |
| Ubs Group Ag | 0.00% | 912,982 | $7,002,572 | $7,084,740 | +$82,168 | +1.17% | |
| Ameriprise Financial Inc | 0.00% | 805,512 | $6,178,275 | $6,250,773 | +$72,498 | +1.17% | |
| Rockefeller Capital Management L.P. | 0.01% | 722,018 | $5,537,884 | $5,602,860 | +$64,976 | +1.17% | |
| Envestnet Asset Management Inc | 0.00% | 691,859 | $5,306,561 | $5,368,826 | +$62,265 | +1.17% | |
| Ethos Financial Group, Llc | 0.30% | 581,044 | $4,456,608 | $4,508,901 | +$52,293 | +1.17% | |
| Cetera Investment Advisers | 0.00% | 405,966 | $3,113,759 | $3,150,296 | +$36,537 | +1.17% | |
| Almitas Capital Llc | 0.70% | 411,628 | $3,095,443 | $3,194,233 | +$98,790 | +3.19% | |
| Coastal Bridge Advisors, Llc | 0.22% | 406,970 | $3,060,415 | $3,158,087 | +$97,672 | +3.19% | |
| J.W. Cole Advisors, Inc. | 0.05% | 381,673 | $2,927,431 | $2,961,782 | +$34,351 | +1.17% | |
| Graniteshares Advisors Llc | 1.76% | 356,400 | $2,733,588 | $2,765,664 | +$32,076 | +1.17% | |
| Baird Financial Group, Inc. | 0.00% | 292,973 | $2,247,103 | $2,273,470 | +$26,367 | +1.17% | |
| International Assets Investment Management, Llc | 0.13% | 286,282 | $2,201,510 | $2,221,548 | +$20,038 | +0.91% | |
| Newedge Advisors, Llc | 0.01% | 277,570 | $2,128,957 | $2,153,943 | +$24,986 | +1.17% | |
| Atlas Wealth Llc | 0.30% | 271,569 | $2,082,934 | $2,107,375 | +$24,441 | +1.17% | |
| Matisse Capital | 0.77% | 250,000 | $1,917,500 | $1,940,000 | +$22,500 | +1.17% | |
| Harbour Investments, Inc. | 0.03% | 245,449 | $1,882,595 | $1,904,684 | +$22,089 | +1.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 234,220 | $1,796,470 | $1,817,547 | +$21,077 | +1.17% | |
| Rfg Advisory, Llc | 0.03% | 227,248 | $1,742,989 | $1,763,444 | +$20,455 | +1.17% | |
| North Ground Capital | 2.05% | 222,501 | $1,706,583 | $1,726,608 | +$20,025 | +1.17% | |
| Capital Investment Advisors, Llc | 0.02% | 216,825 | $1,663,051 | $1,682,562 | +$19,511 | +1.17% | |
| Kovack Advisors, Inc. | 0.08% | 208,325 | $1,601,372 | $1,616,602 | +$15,230 | +0.95% | |
| Osaic Holdings, Inc. | 0.00% | 204,292 | $1,566,948 | $1,585,306 | +$18,358 | +1.17% | |
| Aviance Capital Partners, Llc | 0.15% | 187,284 | $1,436,471 | $1,453,324 | +$16,853 | +1.17% | |
| Hourglass Capital, Llc | 0.25% | 150,564 | $1,154,826 | $1,168,377 | +$13,551 | +1.17% | |
| Advisory Services Network, Llc | 0.01% | 149,412 | $1,145,988 | $1,159,437 | +$13,449 | +1.17% | |
| Choreo, Llc | 0.01% | 138,875 | $1,072,452 | $1,077,670 | +$5,218 | +0.49% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 118,450 | $908,512 | $919,172 | +$10,660 | +1.17% | |
| Sigma Planning Corp | 0.02% | 113,279 | $868,846 | $879,045 | +$10,199 | +1.17% | |
| Melfa Wealth Management, Inc. | 0.44% | 107,219 | $822,370 | $832,019 | +$9,649 | +1.17% | |
| Kestra Advisory Services, Llc | 0.00% | 87,957 | $674,627 | $682,546 | +$7,919 | +1.17% | |
| Castleknight Management Lp | 0.02% | 87,400 | $670,358 | $678,224 | +$7,866 | +1.17% | |
| Blackhawk Capital Partners, Llc | 0.19% | 75,620 | $580,005 | $586,811 | +$6,806 | +1.17% | |
| Robinson Capital Management, Llc | 0.25% | 73,895 | $566,775 | $573,425 | +$6,650 | +1.17% | |
| First Trust Advisors Lp | 0.00% | 72,748 | $557,977 | $564,524 | +$6,547 | +1.17% |
Frequently asked questions about JFR
Who owns the most JFR stock?
The largest holders of JFR 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 FLOATING RATE INCOME (JFR).
Is JFR widely held by superinvestors?
Many widely followed stocks like JFR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JFR 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.