Who Owns NUVEEN (JFR)? -- Institutional Holders (2026-06-30)

200 institutions reported holding $458.0M of NUVEEN (JFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($69.3M), SIT INVESTMENT ASSOCIATES INC ($31.3M), Congress Park Capital LLC ($26.7M), LOOMIS SAYLES & CO L P ($22.8M), Invesco Ltd. ($22.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$69.3M9.0MAdded
2SIT INVESTMENT ASSOCIATES INC$31.3M4.1MTrimmed
3Congress Park Capital LLC$26.7M3.5MAdded
4LOOMIS SAYLES & CO L P$22.8M3.0MAdded
5Invesco Ltd.$22.5M2.9MTrimmed
6Penserra Capital Management LLC$22.2M2.9MAdded
7LPL Financial LLC$20.1M2.6MTrimmed
8WELLS FARGO & COMPANY/MN$20.0M2.6MAdded
9BANK OF AMERICA CORP /DE/$15.6M2.0MAdded
10Cyndeo Wealth Partners, LLC$15.3M2.0MAdded
11Advisors Asset Management, Inc.$14.0M1.8MAdded
12GUGGENHEIM CAPITAL LLC$14.0M1.8MTrimmed
13RAYMOND JAMES FINANCIAL INC$13.7M1.8MAdded
14Royal Bank of Canada$10.0M1.3MAdded
151607 Capital Partners, LLC$9.3M1.2MTrimmed
16Thomas J. Herzfeld Advisors, Inc.$8.5M1.1MAdded
17ICON ADVISERS INC/CO$7.4M971,097Trimmed
18Kanen Wealth Management LLC$7.4M959,147Added
19UBS Group AG$7.0M912,982Trimmed
20COHEN & STEERS, INC.$6.5M853,263Hold
21AMERIPRISE FINANCIAL INC$6.2M805,512Trimmed
22Rockefeller Capital Management L.P.$5.5M722,018Trimmed
23ENVESTNET ASSET MANAGEMENT INC$5.3M691,859Added
24Ethos Financial Group, LLC$4.5M581,044Trimmed
25Almitas Capital LLC$3.3M435,208Added

来源：SEC 13F 申报文件 · 截至 2026-06-30