Nuveen Multi-Asset Income Fund - Common Shares, $0.01 par value (NMAI) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2021 to Q4 2025

Type / Class
Equity / Common Shares, $0.01 par value
Symbol
NMAI on NYSE
Shares outstanding
33,417,719
Price per share
$13.22
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,042,634
Total reported value
$91,855,486
% of total 13F portfolios
0%
Share change
-410,481
Value change
-$5,356,165
Number of holders
83
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Nuveen Multi-Asset Income Fund - Common Shares, $0.01 par value (NMAI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 4.9% -10% $20,838,287 -$2,169,744 1,640,810 -9.4% Saba Capital Management, L.P. 29 Jul 2025

As of 31 Dec 2025, 83 institutional investors reported holding 7,042,634 shares of Nuveen Multi-Asset Income Fund - Common Shares, $0.01 par value (NMAI). This represents 21% of the company’s total 33,417,719 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Nuveen Multi-Asset Income Fund - Common Shares, $0.01 par value (NMAI) together control 19% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Pathstone Holdings, LLC 3.7% 1,224,023 -2.8% 0.06% $15,961,261
Penserra Capital Management LLC 3% 986,984 +7.4% 0.15% $12,870,000
MORGAN STANLEY 2.7% 893,106 +3.1% 0% $11,646,120
UBS Group AG 2% 681,504 +6.7% 0% $8,886,812
LPL Financial LLC 1.2% 393,127 +23% 0% $5,126,377
Heron Bay Capital Management 0.86% 287,775 -0.79% 0.72% $3,752,583
STIFEL FINANCIAL CORP 0.6% 201,156 +200% 0% $2,623,064
ROYAL BANK OF CANADA 0.58% 195,116 +31% 0% $2,544,000
WOLVERINE ASSET MANAGEMENT LLC 0.55% 182,610 -46% 0.03% $2,381,234
Shaker Financial Services, LLC 0.45% 151,410 +53% 0.63% $1,974,387
D.A. DAVIDSON & CO. 0.39% 130,500 +14% 0.01% $1,701,726
ABSOLUTE INVESTMENT ADVISERS, LLC 0.35% 116,794 -46% 0.18% $1,541,097
FIRST TRUST ADVISORS LP 0.32% 107,113 +6.7% 0% $1,396,747
Cetera Investment Advisers 0.29% 97,245 +2.4% 0% $1,268,080
RAYMOND JAMES FINANCIAL INC 0.24% 79,642 +4.2% 0% $1,038,530
Saba Capital Management, L.P. 0.23% 75,279 -90% 0.03% $981,638
BANK OF AMERICA CORP /DE/ 0.21% 69,755 +20% 0% $909,602
OSAIC HOLDINGS, INC. 0.2% 65,594 -2% 0% $855,384
Rockefeller Capital Management L.P. 0.19% 64,106 -8.5% 0% $835,951
Advisors Asset Management, Inc. 0.19% 64,087 0.01% $835,694
EVOLVE PRIVATE WEALTH, LLC 0.17% 57,581 0% 0.04% $750,856
Closed-End Fund Advisors, Inc. 0.17% 56,792 0% 0.44% $740,574
READYSTATE ASSET MANAGEMENT LP 0.17% 56,174 0.03% $732,509
Cambridge Investment Research Advisors, Inc. 0.16% 53,905 +2.5% 0% $703,000
Calamos Advisors LLC 0.15% 51,019 +62% 0% $665,288

Institutional Holders of Nuveen Multi-Asset Income Fund - Common Shares, $0.01 par value (NMAI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,042,634 $91,855,486 -$5,356,165 $13.04 83
2025 Q3 7,373,869 $95,727,171 -$4,847,193 $12.98 73
2025 Q2 7,710,497 $97,415,190 -$3,545,469 $12.63 67
2025 Q1 8,004,202 $96,338,441 -$4,519,500 $12.02 64
2024 Q4 8,439,108 $101,624,331 -$4,748,123 $12.04 67
2024 Q3 8,810,956 $116,446,884 -$13,809,398 $13.22 63
2024 Q2 9,888,916 $122,123,081 -$4,994,596 $12.35 62
2024 Q1 10,242,551 $127,419,911 -$3,877,418 $12.44 69
2023 Q4 10,565,457 $129,948,261 +$8,515,825 $12.30 64
2023 Q3 9,959,623 $110,749,046 +$8,610,080 $11.12 67
2023 Q2 9,114,998 $106,322,832 +$11,403,712 $11.66 70
2023 Q1 8,136,182 $93,912,754 +$5,338,274 $11.54 73
2022 Q4 7,657,698 $87,978,086 +$5,322,279 $11.49 73
2022 Q3 7,226,281 $82,155,195 +$2,929,629 $11.39 67
2022 Q2 6,849,270 $90,567,896 +$12,634,112 $13.20 76
2022 Q1 6,140,354 $99,457,290 +$8,665,852 $16.20 71
2021 Q4 5,589,928 $104,218,712 +$102,763,134 $18.65 71