Nuveen California Muni ValNCA
13F holders, Q4 2025 (December 31)53holders −4
4new positions
8sold out
1famous investor
$8.96avg. 13F price*
At the end of Q4 2025, 53 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings, down 4 from Q3 2025. 4 opened new positions and 8 sold out. The largest holders were UBS Group AG ($16.0M), Morgan Stanley ($15.0M) and Advisors Asset Management, Inc. ($9.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen California Muni Val
- CUSIP
- 67062C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 8 | $3.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,048,174 shares bought and 636,199 shares sold, net +411,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| UBS Group AG | 0.00% | Add +38.8% | 1,792,954 | $16.0M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 1,681,135 | $15.0M |
| Advisors Asset Management, Inc. | 0.16% | Add +40.0% | 1,070,770 | $9.6M |
| Guggenheim Capital LLC | 0.05% | Reduce -3.0% | 689,260 | $6.2M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +24.1% | 370,139 | $3.3M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 289,906 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -2.2% | 285,143 | $2.6M |
| Regatta Capital Group, LLC | 0.18% | No change | 136,682 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 136,258 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 134,623 | $1.2M |
| First Foundation Advisors | 0.04% | Reduce -23.8% | 121,244 | $1.1M |
| Bank of America Corp. | 0.00% | Add +10.0% | 105,577 | $945K |
| Atlas Private Wealth Advisors | 0.18% | Add +7.2% | 85,533 | $766K |
| Melfa Wealth Management, Inc. | 0.42% | No change | 81,101 | $726K |
| Sweeney & Michel, LLC | 0.20% | Reduce -8.9% | 69,436 | $663K |
| Jones Financial Companies LLLP | 0.00% | Add +5.5% | 67,462 | $604K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 62,429 | $559K |
| Ducere Wealth Management LLC | 0.21% | — | 60,822 | $544K |
| Sterling Group Wealth Management, LLC | 0.23% | No change | 53,993 | $483K |
| Osaic Holdings, Inc. | 0.00% | Add +28.3% | 49,792 | $446K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 40,000 | $358K |
| Mutual Advisors, LLC | 0.01% | Add +0.5% | 39,527 | $354K |
| Cetera Investment Advisers | 0.00% | Reduce -4.7% | 38,892 | $348K |
| Wedbush Securities Inc. | 0.01% | Add +5.9% | 35,764 | $320K |
| D.A. Davidson & Co. | 0.00% | Add +6.0% | 29,347 | $263K |
| HighTower Advisors, LLC | 0.00% | Add +4.2% | 27,511 | $246K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 27,327 | $245K |
| Citadel Advisors | 0.00% | New | 27,191 | $243K |
| Arax Advisory Partners | 0.01% | No change | 25,011 | $224K |
| MAI Capital Management | 0.00% | No change | 24,300 | $217K |
| Sanctuary Advisors, LLC | 0.00% | Add +83.2% | 22,358 | $200K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 20,500 | $183K |
| Creative Planning | 0.00% | Reduce -9.9% | 18,659 | $167K |
| DKM Wealth Management, Inc. | 0.12% | No change | 18,000 | $161K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 17,000 | $152K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 16,606 | $149K |
| Virtu Financial LLC | 0.01% | New | 15,641 | $140K |
| Susquehanna International Group, LLP | 0.00% | New | 15,642 | $140K |
| Ieq Capital, LLC | 0.00% | Add +18.9% | 15,000 | $134K |
| First Manhattan Co. Llc. | 0.00% | No change | 13,621 | $122K |
| Investor's Fiduciary Advisor Network, LLC | 0.03% | No change | 13,176 | $117K |
| RB Capital Management, LLC | 0.02% | Add +0.4% | 12,877 | $115K |
| Farther Finance Advisors, LLC | 0.00% | No change | 12,786 | $114K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $105K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 11,330 | $101K |
| Corient Private Wealth LP | 0.00% | No change | 10,901 | $98K |
| PFG Investments, LLC | 0.00% | Add +1.3% | 10,269 | $92K |
| James Investment Research, Inc. | 0.01% | No change | 10,230 | $92K |
| Garrison Point Advisors, LLC | 0.04% | No change | 10,000 | $90K |
| Allworth Financial LP | 0.00% | No change | 7,500 | $67K |
| Comerica Bank | 0.00% | No change | 7,110 | $64K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $42K |
| WFA of San Diego, LLC | 0.01% | No change | 1,500 | $13K |
"% of holder's portfolio" is NCA's weight in each manager's 13F, not the share of Nuveen California Muni Val the manager owns.