Who Owns NPFI?
Nuveen Preferred and Income — Institutional Ownership & 13F Holdings
$26.15
-0.02 (-0.09%)
Market Cap
$67.9M
Shares Outstanding
2,607,156
Institutional Holders
9
Total Inst. Value
$59.4M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
5
Closed Positions
4
Increased
1
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Nuveen, LLCNew | $39.5M | 1,534,812 |
| 2 | Berger Financial Group, IncNew | $12.8M | 496,578 |
| 3 | Centurion Wealth Management LLC | $6.3M | 245,418 |
| 4 | Mathes Company, Inc.New | $659K | 82,771 |
| 5 | SMITH SHELLNUT WILSON LLC /ADV | $102K | 12,855 |
| 6 | SVB WEALTH LLCNew | $29K | 3,677 |
| 7 | UBS Group AGNew | $20K | 761 |
| 8 | CWM, LLC | $69 | 2,670 |
| 9 | HUNTINGTON NATIONAL BANK | $6 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Nuveen, LLCNew | +1.5M | $39.5M |
| Berger Financial Group, IncNew | +497K | $12.8M |
| Mathes Company, Inc.New | +83K | $659K |
| SVB WEALTH LLCNew | +4K | $29K |
| UBS Group AGNew | +761 | $20K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold NPFI?
As of Q1 2025, 9 institutional investors report holding NPFI (Nuveen Preferred and Income) in their 13F filings.
Which hedge fund owns the most NPFI?
The largest institutional holder of NPFI is Nuveen, LLC with $39.5M in shares.
Are institutions buying or selling NPFI?
This quarter, 5 institutions opened new positions in NPFI and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.