Nuveen New York Muni ValNNY
13F holders, Q4 2025 (December 31)44holders +4
6new positions
2sold out
1famous investor
$8.56avg. 13F price*
At the end of Q4 2025, 44 institutions reported holding Nuveen New York Muni Val (NNY) in their 13F filings, up 4 from Q3 2025. 6 opened new positions and 2 sold out. The largest holders were Tortoise Investment Management, LLC ($5.7M), 1607 Capital Partners, LLC ($5.3M) and UBS Group AG ($4.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen New York Muni Val
- CUSIP
- 67062M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.1M |
| Exits | 2 | $952K |
All 13F filers, Q3 2025 → Q4 2025: 524,665 shares bought and 386,937 shares sold, net +137,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Tortoise Investment Management, LLC | 0.50% | Reduce -17.6% | 662,306 | $5.7M |
| 1607 Capital Partners, LLC | 0.36% | Reduce -8.6% | 623,323 | $5.3M |
| UBS Group AG | 0.00% | Add +3.9% | 538,911 | $4.6M |
| Guggenheim Capital LLC | 0.03% | Add +3.4% | 414,328 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +62.3% | 412,635 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 272,853 | $2.3M |
| Penbrook Management LLC | 1.26% | No change | 213,727 | $1.8M |
| Fiera Capital Corp | 0.01% | New | 204,509 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +14.0% | 117,848 | $1.0M |
| Leigh Baldwin & Co., LLC | 0.66% | Add +6.5% | 116,732 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +7.6% | 75,138 | $643K |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 69,416 | $594K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +148.2% | 66,525 | $570K |
| Marshall & Sterling Wealth Advisors Inc. | 0.35% | Add +5.0% | 61,730 | $529K |
| Stifel Financial Corp. | 0.00% | Reduce -15.2% | 37,246 | $319K |
| Breakwater Capital Group | 0.04% | Add +6.4% | 33,282 | $285K |
| LPL Financial LLC | 0.00% | Reduce -48.4% | 32,140 | $275K |
| Bank of America Corp. | 0.00% | Add +9.3% | 32,041 | $274K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 29,908 | $256K |
| Janney Montgomery Scott LLC | 0.00% | No change | 27,673 | $237K |
| Herold Advisors, Inc. | 0.05% | Add +6.7% | 26,320 | $225K |
| Virtue Asset Management LLC | 0.16% | No change | 22,440 | $192K |
| Citadel Advisors | 0.00% | Add +66.1% | 19,805 | $170K |
| Royal Bank of Canada | 0.00% | Reduce -52.5% | 17,344 | $149K |
| Realta Investment Advisors | 0.05% | No change | 17,338 | $148K |
| Bank of Montreal | 0.00% | New | 15,584 | $133K |
| BCS Private Wealth Management, Inc. | 0.04% | No change | 15,000 | $128K |
| Cetera Investment Advisers | 0.00% | Add +6.6% | 14,727 | $126K |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.6% | 14,288 | $122K |
| Cim, LLC | 0.02% | No change | 14,049 | $120K |
| Virtu Financial LLC | 0.00% | New | 13,195 | $113K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.5% | 12,626 | $108K |
| Prospera Financial Services Inc | 0.00% | Reduce -35.1% | 12,000 | $103K |
| Tyche Wealth Partners LLC | 0.02% | No change | 11,393 | $98K |
| Pacific Wealth Strategies Group, Inc. | 0.05% | No change | 10,000 | $86K |
| Avestar Capital, LLC | 0.01% | No change | 10,000 | $86K |
| International Assets Investment Management, LLC | 0.00% | New | 6,588 | $56K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 5,623 | $48K |
| Grove Bank & Trust | 0.00% | No change | 4,000 | $34K |
| Elyxium Wealth, LLC | 0.01% | New | 3,059 | $26K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,949 | $25K |
| Citigroup Inc. | 0.00% | No change | 2,388 | $20K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,000 | $17K |
| Spire Wealth Management | 0.00% | No change | 519 | $4K |
"% of holder's portfolio" is NNY's weight in each manager's 13F, not the share of Nuveen New York Muni Val the manager owns.