Who Owns Nuveen Preferred and Income (NPFI)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$1.4061175810351e+24T
% of Float Held
—
QoQ Change in Holders
+7 / -4
Price History
NPFI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| CWM, LLC | New Position | +67K | +$1.8M |
| Krilogy Financial LLC | New Position | +39K | +$1.0M |
| MassMutual Private Wealth & Trust, FSB | New Position | +14K | +$362K |
| RICHARDSON FINANCIAL SERVICES INC. | New Position | +172 | +$10K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +22K | +$0 |
| HRT FINANCIAL LP | New Position | +13K | +$0 |
| MML INVESTORS SERVICES, LLC | New Position | +9K | +$0 |
| Berger Financial Group, Inc | Increased | +18K | +$-13.7B |
NPFI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Concorde Financial Corp | Closed Position | -72K | -$1.9B |
| Integrated Wealth Concepts LLC | Decreased | -83 | -$1.6B |
| Centurion Wealth Management LLC | Decreased | -6K | -$977.3M |
| JANE STREET GROUP, LLC | Decreased | -12K | -$626.7M |
| Caldwell Trust Co | Closed Position | -43K | -$371.8M |
| NWF Advisory Services Inc. | Closed Position | -39K | -$249.0M |
| BANK OF AMERICA CORP /DE/ | Closed Position | -4K | -$108.6M |
| Mathes Company, Inc. | Decreased | -8K | -$72K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Berger Financial Group, Inc | 536,784 | $14.1M | 0.81% | Share |
| 2 | CWM, LLC | 67,117 | $1.8M | 0.00% | Share |
| 3 | Krilogy Financial LLC | 39,300 | $1.0M | 0.04% | Share |
| 4 | Integrated Wealth Concepts LLC | 61,741 | $1.0M | 0.01% | Share |
| 5 | Centurion Wealth Management LLC | 30,791 | $806K | 0.18% | Share |
| 6 | Mathes Company, Inc. | 73,896 | $599K | 0.21% | Share |
| 7 | MassMutual Private Wealth & Trust, FSB | 13,836 | $362K | 0.01% | Share |
| 8 | RICHARDSON FINANCIAL SERVICES INC. | 172 | $10K | 0.00% | Share |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 22,378 | $0 | 0.00% | Share |
| 10 | HRT FINANCIAL LP | 12,677 | $0 | 0.00% | Share |
| 11 | MML INVESTORS SERVICES, LLC | 9,416 | $0 | 0.00% | Share |
| 12 | HUNTINGTON NATIONAL BANK | 1 | $0 | 0.00% | Share |
| 13 | JANE STREET GROUP, LLC | 11,319 | $0 | 0.00% | Share |
| 14 | Steward Partners Investment Advisory, LLC | 200 | $0 | 0.00% | Share |
NPFI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $19.6M | +3 |
| Q3 2025 | 11 | $19.6B | -1 |
| Q2 2025 | 12 | $14.8B | +3 |
| Q1 2025 | 9 | $58.7B | +1 |
| Q4 2024 | 8 | $48.8B | +2 |
| Q3 2024 | 6 | $714.1B | +0 |
| Q2 2024 | 6 | $895.2B | -1 |
| Q1 2024 | 7 | $1.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold NPFI (Nuveen Preferred and Income). The largest holder is Berger Financial Group, Inc with $14.1M in shares. This quarter, 7 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own NPFI?
As of Q4 2025, 14 institutional investors report holding NPFI (Nuveen Preferred and Income) in their 13F filings.
Who is the largest institutional holder of NPFI?
The largest institutional holder of NPFI is Berger Financial Group, Inc with $14.1M in shares.
Is institutional ownership of NPFI increasing or decreasing?
This quarter, 7 institutions opened new positions in NPFI and 4 closed their positions.