Nuveen Municipal ValueNUV

13F holders, Q2 2026 (June 30)
234holders +5
18new positions
14sold out
1famous investor
$9.22avg. 13F price*

At the end of Q2 2026, 234 institutions reported holding Nuveen Municipal Value (NUV) in their 13F filings, up 5 from Q1 2026. 18 opened new positions and 14 sold out. The largest holders were UBS Group AG ($69.5M), Morgan Stanley ($41.4M) and Guggenheim Capital LLC ($29.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nuveen Municipal Value
CUSIP
670928100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 217Q1 2024Q2 2024: 213Q2 2024Q3 2024: 228Q3 2024Q4 2024: 243Q4 2024Q1 2025: 233Q1 2025Q2 2025: 230Q2 2025Q3 2025: 229Q3 2025Q4 2025: 239Q4 2025Q1 2026: 229Q1 2026Q2 2026: 234Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions18$5.7M
Exits14$9.4M

All 13F filers, Q1 2026 → Q2 2026: 3,193,243 shares bought and 1,694,649 shares sold, net +1,498,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 234 holders

UBS Group AG 0.01% Add +6.7% 7,539,511 $69.5M
Morgan Stanley 0.00% Reduce -0.4% 4,490,390 $41.4M
Guggenheim Capital LLC 0.19% Add +11.3% 3,244,551 $29.9M
Hennion & Walsh Asset Management, Inc. 0.75% Add +17.3% 2,862,303 $26.4M
Raymond James Financial Inc. 0.01% Add +0.7% 2,216,433 $20.4M
Wells Fargo & Company 0.00% Reduce -3.5% 2,011,554 $18.5M
Bank of America Corp. 0.00% Add +16.0% 1,287,091 $11.9M
Jones Financial Companies LLLP 0.00% Add +24.8% 1,239,517 $11.4M
LPL Financial LLC 0.00% Add +1.9% 1,176,708 $10.8M
Van Eck Associates Corp. 0.01% Add +3.0% 1,098,087 $10.1M
Granby Capital Management, LLC 3.54% Reduce -12.0% 736,112 $6.8M
Mercer Global Advisors Inc. 0.01% Reduce -1.3% 731,241 $6.7M
Chicago Partners Investment Group LLC 0.13% Add +4.4% 713,350 $6.5M
Stifel Financial Corp. 0.01% Add +3.1% 688,784 $6.4M
Congress Park Capital LLC 1.49% Add +0.8% 599,132 $5.5M
Royal Bank of Canada 0.00% Reduce -8.0% 570,630 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +7.4% 551,272 $5.1M
Bar Harbor Wealth Management 0.24% Add +4.0% 487,825 $4.5M
Prospera Financial Services Inc 0.06% Reduce -0.0% 476,073 $4.4M
Rockefeller Capital Management L.P. 0.01% Add +0.0% 472,626 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.3% 468,117 $4.3M
Ehrlich Financial Group 1.69% Add +210.8% 356,385 $3.3M
Bfsg, LLC 0.27% New 329,726 $3.0M
Ameriprise Financial Inc. 0.00% Add +10.6% 266,442 $2.5M
Roman Butler Fullerton & Co. 0.57% Add +2.6% 258,207 $2.4M
Sanctuary Advisors, LLC 0.01% Add +0.2% 223,189 $2.1M
Baird Financial Group, Inc. 0.00% Add +0.6% 221,506 $2.0M
Koshinski Asset Management, Inc. 0.10% Reduce -0.2% 209,025 $1.9M
Breakwater Capital Group 0.21% Add +21.5% 189,868 $1.8M
Cresta Advisors, Ltd. 0.60% No change 180,840 $1.7M
PKS Advisory Services, LLC 0.26% Reduce -17.6% 175,587 $1.6M
Redwood Family Wealth LLC 1.39% Add +4.4% 170,632 $1.6M
Citizens National Bank Trust Department 0.23% Add +24.7% 169,770 $1.6M
Dynamic Financial Group 1.16% Reduce -38.0% 166,319 $1.5M
Ibex Wealth Advisors 0.12% Reduce -1.1% 160,447 $1.5M
Tandem Financial, LLC 0.45% Add +9.2% 152,594 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -5.0% 150,626 $1.4M
Blake Schutter Theil Wealth Advisors, LLC 0.93% No change 148,378 $1.4M
Mathes Company, Inc. 0.42% No change 145,000 $1.3M
Cetera Investment Advisers 0.00% Reduce -2.0% 144,022 $1.3M
Kestra Advisory Services, LLC 0.00% Add +4.5% 143,685 $1.3M
AlTi Global, Inc. 0.03% Add +7.6% 142,210 $1.3M
Osaic Holdings, Inc. 0.00% Add +6.1% 140,428 $1.3M
High Net Worth Advisory Group LLC 0.26% Add +5.8% 130,200 $1.2M
Harmony Asset Management LLC 0.31% Reduce -2.3% 125,300 $1.2M
HighTower Advisors, LLC 0.00% Add +5.7% 122,640 $1.1M
Smith, Moore & Co. 0.07% Add +0.3% 119,388 $1.1M
Venturi Wealth Management, LLC 0.04% Add +0.1% 115,754 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +14.5% 113,359 $1.0M
Whitaker-Myers Wealth Managers, LTD. 0.17% Add +4.4% 110,642 $1.0M
Benjamin Edwards Inc. 0.01% Add +6.1% 110,602 $1.0M
Accredited Investor Services, LLC 0.56% Reduce -6.2% 107,848 $994K
Invesco Ltd. 0.00% Reduce -0.2% 104,283 $961K
Kestra Private Wealth Services, LLC 0.01% Add +1.1% 100,787 $929K
Steward Partners Investment Advisory, LLC 0.00% Add +9.8% 98,027 $904K
Concurrent Investment Advisors, LLC 0.01% No change 92,663 $854K
Ackerman Capital Advisors, LLC 0.17% Add +64.8% 91,959 $848K
Teachers Insurance & Annuity Association of America 0.93% No change 91,275 $842K
Howard Financial Services, LTD. 0.08% No change 90,060 $830K
Allworth Financial LP 0.00% Reduce -1.0% 88,474 $816K
Jane Street Group, LLC 0.00% Add +50.7% 81,708 $753K
PNC Financial Services Group, Inc. 0.00% Reduce -5.0% 81,411 $751K
Seamount Financial Group Inc. 0.29% Add +10.6% 78,295 $722K
Hilltop Holdings Inc. 0.05% Add +3.6% 73,164 $675K
Susquehanna International Group, LLP 0.00% Reduce -5.5% 66,982 $618K
Steadtrust LLC 0.31% No change 66,000 $609K
Magnolia Capital Advisors LLC 0.10% Add +59.3% 65,909 $608K
Broyhill Asset Management, LLC 0.54% Reduce -38.0% 65,310 $602K
&partners 0.00% Reduce -1.6% 63,626 $587K
Disciplined Investments, LLC 0.18% Reduce -5.3% 61,977 $571K
Rhodes Investment Advisors Inc. 0.42% No change 61,700 $569K
WCG Wealth Advisors LLC 0.01% No change 60,041 $554K
Pathway Financial Advisers, LLC 0.14% Add +0.1% 59,871 $552K
Orleans Capital Management Corp. 0.28% No change 59,200 $546K
Shepherd Kaplan Krochuk, LLC 0.43% Reduce -2.9% 58,291 $537K
Focus Partners Wealth 0.00% Reduce -3.3% 58,172 $536K
Capital Advisors Wealth Management, LLC 0.06% Add +11.2% 55,779 $514K
Jacobi Capital Management LLC 0.02% Add +3.6% 55,319 $510K
Cohen & Steers, Inc. 0.00% New 55,000 $507K
Envestnet Asset Management Inc. 0.00% Add +24.9% 54,879 $506K
James Investment Research, Inc. 0.05% No change 54,116 $499K
World Investment Advisors 0.01% No change 52,177 $469K
Wellington Shields Capital Management, LLC 0.06% No change 50,000 $461K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -49.9% 49,946 $461K
VestGen Advisors, LLC 0.01% No change 48,891 $451K
NewEdge Advisors, LLC 0.00% Add +2.3% 48,339 $446K
DAVENPORT & Co LLC 0.00% No change 47,906 $442K
Mgo One Seven LLC 0.01% Add +9.8% 46,388 $428K
Callahan Advisors, LLC 0.03% No change 46,356 $427K
Truist Financial Corp. 0.00% Add +0.0% 44,916 $414K
Fifth Third Bancorp 0.00% Add +100.7% 43,850 $404K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -8.3% 43,621 $402K
Fortitude Advisory Group L.L.C. 0.15% No change 43,368 $400K
Naples Global Advisors, LLC 0.02% No change 42,000 $389K
Wedbush Securities Inc. 0.01% Reduce -7.0% 41,457 $382K
Lantz Financial LLC 0.07% Add +15.9% 40,147 $370K
Wealthspire Advisors, LLC 0.00% Add +24.3% 39,184 $361K
Clearstead Advisors, LLC 0.00% Reduce -11.6% 38,000 $350K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -19.6% 37,868 $346K
Private Advisor Group, LLC 0.00% Add +19.3% 37,517 $346K

"% of holder's portfolio" is NUV's weight in each manager's 13F, not the share of Nuveen Municipal Value the manager owns.

Show all 234 holders