Nuveen Municipal ValueNUV
13F holders, Q1 2026 (March 31)229holders −10
19new positions
27sold out
1famous investor
$8.99avg. 13F price*
At the end of Q1 2026, 229 institutions reported holding Nuveen Municipal Value (NUV) in their 13F filings, down 10 from Q4 2025. 19 opened new positions and 27 sold out. The largest holders were UBS Group AG ($63.5M), Morgan Stanley ($40.5M) and Guggenheim Capital LLC ($26.2M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $2.9M |
| Exits | 27 | $13.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,185,884 shares bought and 5,532,994 shares sold, net −3,347,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| UBS Group AG | 0.01% | Reduce -1.6% | 7,063,225 | $63.5M |
| Morgan Stanley | 0.00% | Add +1.6% | 4,508,563 | $40.5M |
| Guggenheim Capital LLC | 0.21% | Add +15.8% | 2,914,499 | $26.2M |
| Hennion & Walsh Asset Management, Inc. | 0.74% | Add +4.2% | 2,440,081 | $21.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.3% | 2,201,614 | $19.8M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 2,085,136 | $18.7M |
| LPL Financial LLC | 0.00% | Add +5.6% | 1,154,191 | $10.4M |
| Bank of America Corp. | 0.00% | Add +0.9% | 1,109,205 | $10.0M |
| Van Eck Associates Corp. | 0.01% | Add +0.1% | 1,066,246 | $9.6M |
| Jones Financial Companies LLLP | 0.00% | Add +25.7% | 993,172 | $8.8M |
| Granby Capital Management, LLC | 4.31% | Reduce -16.4% | 836,112 | $7.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.9% | 740,768 | $6.7M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -3.5% | 683,151 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +4.8% | 667,790 | $6.0M |
| 1607 Capital Partners, LLC | 0.40% | Reduce -67.2% | 624,720 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +8.7% | 620,206 | $5.6M |
| Congress Park Capital LLC | 1.64% | Reduce -16.2% | 594,132 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.6% | 513,250 | $4.6M |
| Prospera Financial Services Inc | 0.07% | Add +0.1% | 476,156 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.8% | 472,560 | $4.2M |
| Bar Harbor Wealth Management | 0.25% | Add +26.4% | 468,825 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.2% | 453,071 | $4.1M |
| Dynamic Financial Group | 1.97% | Add +0.1% | 268,377 | $2.4M |
| Roman Butler Fullerton & Co. | 0.64% | Add +0.5% | 251,547 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 240,866 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.4% | 222,732 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.3% | 220,166 | $2.0M |
| PKS Advisory Services, LLC | 0.45% | Add +18.9% | 213,222 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -0.1% | 209,454 | $1.9M |
| Cresta Advisors, Ltd. | 0.67% | No change | 180,840 | $1.6M |
| Redwood Family Wealth LLC | 1.44% | Reduce -2.2% | 163,433 | $1.5M |
| Ibex Wealth Advisors | 0.14% | Reduce -4.6% | 162,191 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.1% | 158,474 | $1.4M |
| Breakwater Capital Group | 0.19% | Add +29.7% | 156,270 | $1.4M |
| Orca Wealth Management, LLC | 0.98% | Add +419.4% | 153,108 | $1.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.09% | No change | 148,378 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +17.3% | 146,909 | $1.3M |
| Mathes Company, Inc. | 0.48% | No change | 145,000 | $1.3M |
| Tandem Financial, LLC | 0.43% | Add +9.1% | 139,794 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +7.2% | 137,427 | $1.2M |
| Citizens National Bank Trust Department | 0.20% | Reduce -1.7% | 136,095 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 132,210 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.9% | 132,401 | $1.2M |
| Harmony Asset Management LLC | 0.35% | Add +8.0% | 128,200 | $1.2M |
| High Net Worth Advisory Group LLC | 0.26% | Add +29.5% | 123,000 | $1.1M |
| Smith, Moore & Co. | 0.08% | Reduce -5.4% | 119,091 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.1% | 115,978 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | Add +9.9% | 115,692 | $1.0M |
| Accredited Investor Services, LLC | 0.66% | Add +9.2% | 115,028 | $1.0M |
| Ehrlich Financial Group | 0.59% | New | 114,669 | $1.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0.19% | Add +124.0% | 106,023 | $953K |
| Broyhill Asset Management, LLC | 0.93% | No change | 105,310 | $947K |
| Invesco Ltd. | 0.00% | Add +67.2% | 104,525 | $940K |
| Benjamin Edwards Inc. | 0.01% | Add +316.1% | 104,232 | $937K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +100.3% | 99,688 | $896K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 99,657 | $896K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +26.5% | 99,019 | $890K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -44.8% | 98,140 | $882K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 92,663 | $833K |
| Teachers Insurance & Annuity Association of America | 1.03% | Reduce -0.1% | 91,275 | $821K |
| Howard Financial Services, LTD. | 0.09% | No change | 90,060 | $810K |
| Allworth Financial LP | 0.00% | Add +0.5% | 89,401 | $804K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.3% | 89,286 | $803K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.4% | 85,702 | $770K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.7% | 70,902 | $637K |
| Seamount Financial Group Inc. | 0.29% | Reduce -6.3% | 70,782 | $636K |
| Hilltop Holdings Inc. | 0.06% | Add +1.8% | 70,598 | $635K |
| Creative Planning | 0.00% | Reduce -0.1% | 69,041 | $621K |
| Steadtrust LLC | 0.34% | No change | 66,000 | $593K |
| Disciplined Investments, LLC | 0.21% | Add +4.0% | 65,480 | $589K |
| Rhodes Investment Advisors Inc. | 0.48% | Add +42.8% | 61,700 | $555K |
| &partners | 0.00% | Add +8.7% | 64,646 | $554K |
| Focus Partners Wealth | 0.00% | Reduce -96.8% | 60,170 | $541K |
| Shepherd Kaplan Krochuk, LLC | 0.45% | No change | 60,045 | $540K |
| WCG Wealth Advisors LLC | 0.02% | Add +1.7% | 60,041 | $540K |
| Pathway Financial Advisers, LLC | 0.15% | Add +1.3% | 59,837 | $538K |
| Orleans Capital Management Corp. | 0.36% | No change | 59,200 | $532K |
| Ackerman Capital Advisors, LLC | 0.10% | Add +184.7% | 55,811 | $502K |
| Jane Street Group, LLC | 0.00% | Reduce -65.0% | 54,223 | $487K |
| James Investment Research, Inc. | 0.05% | No change | 54,116 | $487K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.7% | 53,411 | $480K |
| World Investment Advisors | 0.01% | Add +3.3% | 52,177 | $469K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +36.6% | 50,170 | $451K |
| VestGen Advisors, LLC | 0.01% | Add +10.1% | 48,891 | $450K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 50,000 | $450K |
| DAVENPORT & Co LLC | 0.00% | No change | 47,906 | $431K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.3% | 47,121 | $428K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -4.6% | 47,547 | $427K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 47,243 | $425K |
| Callahan Advisors, LLC | 0.03% | No change | 46,356 | $417K |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 44,899 | $404K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.7% | 44,591 | $401K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 43,938 | $395K |
| Fortitude Advisory Group L.L.C. | 0.18% | No change | 43,368 | $390K |
| Clearstead Advisors, LLC | 0.00% | No change | 43,000 | $387K |
| Mgo One Seven LLC | 0.01% | Add +0.2% | 42,228 | $380K |
| Naples Global Advisors, LLC | 0.03% | No change | 42,000 | $379K |
| Magnolia Capital Advisors LLC | 0.07% | Add +7.2% | 41,370 | $372K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -11.8% | 37,500 | $338K |
| PFG Investments, LLC | 0.02% | Add +0.5% | 36,721 | $330K |
"% of holder's portfolio" is NUV's weight in each manager's 13F, not the share of Nuveen Municipal Value the manager owns.