Nuveen Municipal ValueNUV

13F holders, Q4 2025 (December 31)
239holders +10
22new positions
17sold out
1famous investor
$9.06avg. 13F price*

At the end of Q4 2025, 239 institutions reported holding Nuveen Municipal Value (NUV) in their 13F filings, up 10 from Q3 2025. 22 opened new positions and 17 sold out. The largest holders were UBS Group AG ($65.1M), Morgan Stanley ($40.2M) and Guggenheim Capital LLC ($22.8M). One famous investor held it Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$3.1M
Exits17$25.9M

All 13F filers, Q3 2025 → Q4 2025: 5,627,579 shares bought and 6,854,117 shares sold, net −1,226,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 239 holders

UBS Group AG 0.01% Add +2.0% 7,181,215 $65.1M
Morgan Stanley 0.00% Reduce -1.1% 4,435,983 $40.2M
Guggenheim Capital LLC 0.17% Add +41.8% 2,516,342 $22.8M
Hennion & Walsh Asset Management, Inc. 0.73% Reduce -1.1% 2,341,462 $21.2M
Raymond James Financial Inc. 0.01% Add +3.1% 2,173,109 $19.7M
Wells Fargo & Company 0.00% Add +14.8% 2,164,243 $19.6M
1607 Capital Partners, LLC 1.18% Reduce -19.5% 1,903,992 $17.3M
Focus Partners Wealth 0.02% Add +3306.9% 1,881,405 $17.0M
Bank of America Corp. 0.00% Add +22.1% 1,099,548 $10.0M
LPL Financial LLC 0.00% Reduce -2.8% 1,092,812 $9.9M
Van Eck Associates Corp. 0.01% Add +1.2% 1,064,797 $9.6M
Granby Capital Management, LLC 4.83% No change 1,000,000 $9.1M
Jones Financial Companies LLLP 0.00% Add +24.9% 790,010 $7.2M
Mercer Global Advisors Inc. 0.01% Add +1316.2% 734,153 $6.7M
Congress Park Capital LLC 1.92% Add +9.7% 709,132 $6.4M
Chicago Partners Investment Group LLC 0.16% Reduce -1.1% 707,830 $6.4M
Stifel Financial Corp. 0.01% Reduce -15.8% 637,267 $5.8M
Rivernorth Capital Management, LLC 0.27% Reduce -78.6% 630,450 $5.7M
Royal Bank of Canada 0.00% Add +2.5% 570,561 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +17.9% 490,708 $4.4M
Prospera Financial Services Inc 0.07% Add +0.3% 475,589 $4.3M
Rockefeller Capital Management L.P. 0.01% Reduce -1.1% 468,810 $4.2M
Seven Mile Advisory 0.74% Reduce -24.7% 466,238 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +17.8% 411,194 $3.7M
Bar Harbor Wealth Management 0.19% Add +32.3% 370,825 $3.4M
Dynamic Financial Group 2.07% Add +24.8% 268,088 $2.4M
Roman Butler Fullerton & Co. 0.60% Add +2.3% 250,365 $2.3M
Ameriprise Financial Inc. 0.00% Add +6.8% 234,081 $2.1M
Sanctuary Advisors, LLC 0.01% Reduce -2.1% 225,895 $2.0M
Baird Financial Group, Inc. 0.00% Reduce -6.6% 222,960 $2.0M
Koshinski Asset Management, Inc. 0.12% Add +26.2% 209,550 $1.9M
Cresta Advisors, Ltd. 0.69% No change 180,840 $1.6M
PKS Advisory Services, LLC 0.37% Add +76.6% 179,370 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -41.0% 177,844 $1.6M
Ibex Wealth Advisors 0.15% Reduce -1.8% 169,988 $1.5M
Redwood Family Wealth LLC 1.50% — 167,108 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -19.6% 157,457 $1.4M
Janney Montgomery Scott LLC 0.00% Add +4.6% 155,256 $1.4M
Jane Street Group, LLC 0.00% Add +506.1% 155,116 $1.4M
Blake Schutter Theil Wealth Advisors, LLC 1.11% No change 148,378 $1.3M
Mathes Company, Inc. 0.47% Add +7.4% 145,000 $1.3M
Citizens National Bank Trust Department 0.22% Reduce -6.9% 138,475 $1.3M
AlTi Global, Inc. 0.03% No change 132,210 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -4.9% 128,171 $1.2M
HighTower Advisors, LLC 0.00% Add +10.5% 127,576 $1.2M
Smith, Moore & Co. 0.09% Reduce -3.1% 125,900 $1.1M
Cetera Investment Advisers 0.00% Add +13.0% 125,290 $1.1M
Tandem Financial, LLC 1.33% Reduce -6.5% 128,097 $1.1M
Breakwater Capital Group 0.15% Add +24.4% 120,517 $1.1M
Harmony Asset Management LLC 0.36% Add +7.4% 118,700 $1.1M
Tortoise Investment Management, LLC 0.09% Reduce -74.2% 112,749 $1.0M
Broyhill Asset Management, LLC 0.84% Reduce -52.4% 105,310 $954K
Accredited Investor Services, LLC 0.63% No change 105,301 $954K
Venturi Wealth Management, LLC 0.04% Add +11.8% 105,243 $953K
Kestra Private Wealth Services, LLC 0.01% Add +1.3% 99,049 $897K
High Net Worth Advisory Group LLC 0.20% Add +35.7% 95,000 $861K
Concurrent Investment Advisors, LLC 0.01% Add +1.6% 92,663 $840K
Teachers Insurance & Annuity Association of America 0.97% No change 91,358 $828K
Howard Financial Services, LTD. 0.10% New 90,060 $816K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.1% 89,535 $811K
Allworth Financial LP 0.00% Add +0.1% 88,967 $806K
Robinson Capital Management, LLC 0.33% No change 85,384 $774K
Stratos Wealth Partners, LTD. 0.01% Add +202.3% 78,261 $709K
Seamount Financial Group Inc. 0.31% Add +6.2% 75,517 $684K
Susquehanna International Group, LLP 0.00% Add +598.8% 71,415 $647K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.7% 70,611 $640K
Hilltop Holdings Inc. 0.04% Reduce -6.3% 69,357 $628K
Creative Planning 0.00% Add +313.5% 69,125 $626K
Corient Private Wealth LP 0.00% Add +67.2% 68,151 $618K
Steadtrust LLC 0.37% No change 66,000 $598K
PNC Financial Services Group, Inc. 0.00% Add +45.2% 64,723 $586K
Disciplined Investments, LLC 0.22% Reduce -0.2% 62,951 $570K
Invesco Ltd. 0.00% New 62,503 $566K
Shepherd Kaplan Krochuk, LLC 0.45% No change 60,045 $544K
&partners 0.00% Add +250.0% 59,498 $539K
Orleans Capital Management Corp. 0.33% No change 59,200 $536K
Pathway Financial Advisers, LLC 0.16% Add +1.0% 59,076 $535K
WCG Wealth Advisors LLC 0.01% Reduce -3.0% 59,050 $535K
Jacobi Capital Management LLC 0.03% Add +12.3% 54,358 $492K
James Investment Research, Inc. 0.05% No change 54,116 $490K
Envestnet Asset Management Inc. 0.00% Add +68.0% 51,474 $466K
World Investment Advisors 0.01% Add +7.4% 50,523 $458K
Wellington Shields Capital Management, LLC 0.07% No change 50,000 $453K
Summit Financial Wealth Advisors, LLC 0.06% Reduce -28.2% 49,822 $451K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.3% 49,776 $451K
DAVENPORT & Co LLC 0.00% No change 47,906 $434K
Whitaker-Myers Wealth Managers, LTD. 0.09% No change 47,337 $429K
Wedbush Securities Inc. 0.01% Reduce -1.8% 47,279 $428K
NewEdge Advisors, LLC 0.00% Add +43.2% 47,057 $426K
Callahan Advisors, LLC 0.03% No change 46,356 $420K
Truist Financial Corp. 0.00% Add +45.5% 45,396 $411K
VestGen Advisors, LLC 0.02% Add +3.2% 44,391 $402K
Fortitude Advisory Group L.L.C. 0.17% No change 43,368 $393K
Rhodes Investment Advisors Inc. 0.32% — 43,200 $391K
Clearstead Advisors, LLC 0.00% No change 43,000 $390K
Johnson Financial Group, Inc. 0.01% Add +13.3% 42,500 $385K
Mgo One Seven LLC 0.01% Add +49.5% 42,144 $382K
Naples Global Advisors, LLC 0.03% No change 42,000 $381K
Virtu Financial LLC 0.01% Reduce -11.3% 41,442 $375K
Magnolia Capital Advisors LLC 0.07% New 38,600 $350K

"% 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 239 holders