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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$2.9M
Exits27$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
Orange Investment Advisors, Inc. 0.04% No change 36,715 $330K
Western Wealth Management, LLC 0.01% New 36,000 $324K
WealthBridge Capital Management, LLC 0.07% No change 35,200 $316K
Capital Square, LLC 0.15% Add +17.0% 34,418 $315K
Lantz Financial LLC 0.06% Reduce -6.7% 34,647 $311K
Vicus Capital 0.02% Add +0.7% 34,339 $309K
Melfa Wealth Management, Inc. 0.17% Reduce -0.9% 32,855 $295K
Equitable Holdings, Inc. 0.00% Add +115.7% 32,680 $295K
Brown Advisory Inc. 0.00% No change 32,674 $294K
MAI Capital Management 0.00% No change 32,453 $292K
Capital Investment Advisors, LLC 0.00% Reduce -4.5% 32,294 $290K
Wealthspire Advisors, LLC 0.00% No change 31,530 $283K
Private Advisor Group, LLC 0.00% Add +50.5% 31,438 $283K
Independent Advisor Alliance 0.00% New 30,100 $271K
Cary Street Partners Financial LLC 0.01% Add +25.9% 29,538 $266K
Second Half Financial Partners, LLC 0.12% No change 29,464 $265K
Mayflower Financial Advisors, LLC 0.03% No change 27,370 $246K
Element Wealth, LLC 0.10% Reduce -5.3% 26,195 $235K
Pinnacle Bancorp, Inc. 0.07% No change 26,000 $234K
Moors & Cabot, Inc. 0.01% Reduce -1.9% 25,568 $230K
CIBC Bancorp USA Inc. 0.00% — 24,764 $223K
Simon Quick Advisors, LLC 0.01% New 23,638 $213K
Corps Capital Advisors, LLC 0.18% No change 23,500 $211K
Focus Partners Advisor Solutions, LLC 0.00% New 22,543 $203K
SeaCrest Wealth Management, LLC 0.02% Reduce -10.0% 22,200 $200K
Mutual Advisors, LLC 0.00% Add +99.1% 22,192 $200K
Bayban 0.17% No change 22,100 $199K
CENTRAL TRUST Co 0.00% No change 22,028 $198K
Lummis Asset Management, LP 0.12% No change 22,000 $198K
Ascentis Independent Advisors 0.01% Add +11.8% 21,984 $198K
Fifth Third Bancorp 0.00% New 21,850 $196K
Icon Wealth Advisors, LLC 0.01% No change 21,518 $196K
Islay Capital Management, LLC 0.10% Add +42.6% 21,750 $196K
Caitlin John, LLC 0.12% Reduce -13.0% 21,500 $193K
Karras Company, Inc. 0.19% Add +0.7% 21,100 $190K
Beacon Pointe Advisors, LLC 0.00% Reduce -20.9% 20,803 $187K
Delta Financial Advisors LLC 0.05% No change 20,125 $181K
Ethos Financial Group, LLC 0.01% No change 19,939 $180K
Penbrook Management LLC 0.14% No change 20,000 $180K
Staley Capital Advisers Inc. 0.01% Reduce -9.1% 20,000 $180K
Harbor Investment Advisory, LLC 0.01% Reduce -20.3% 19,600 $176K
D.A. Davidson & Co. 0.00% Reduce -10.9% 19,580 $176K
Ascentis Wealth Management, LLC 0.04% No change 19,329 $174K
Busey Bank 0.00% Reduce -15.5% 18,381 $165K
Wesbanco Bank Inc. 0.00% No change 18,157 $163K
Narwhal Capital Management 0.01% Reduce -30.9% 17,987 $162K
Lido Advisors, LLC 0.00% Add +9.4% 16,793 $151K
Dumont & Blake Investment Advisors LLC 0.04% Add +0.7% 16,708 $150K
Captrust Financial Advisors 0.00% Reduce -13.7% 16,610 $149K
Investors Asset Management of Georgia Inc. /Ga/ 0.06% No change 16,250 $146K
Dakota Wealth Management 0.00% Add +22.6% 15,900 $143K
Harris Associates (Oakmark Funds) 0.00% No change 14,854 $134K
Oxbow Advisors, LLC 0.01% No change 14,839 $133K
Snowden Capital Advisors LLC 0.00% No change 14,756 $133K
Pursuit Wealth Strategies, LLC 0.18% Add +0.1% 14,694 $132K
Kingsview Wealth Management, LLC 0.00% Add +19.0% 14,247 $128K
Harbour Investments, Inc. 0.00% Add +67.8% 14,187 $128K
Modera Wealth Management, LLC 0.00% Reduce -21.0% 13,806 $124K
Saxony Capital Management, LLC 0.07% No change 13,750 $124K
Uhlmann Price Securities, LLC 0.01% Add +0.3% 13,653 $123K
Rock Point Advisors, LLC 0.03% No change 13,250 $119K
Sightline Wealth Advisors, LLC 0.05% Add +0.4% 13,173 $118K
Plan Group Financial, LLC 0.03% No change 12,978 $117K
IVC Wealth Advisors LLC 0.05% No change 12,845 $115K
Stephens Inc. 0.00% No change 12,833 $115K
Pinnacle Associates Ltd. 0.00% No change 12,639 $114K
Level Four Advisory Services, LLC 0.00% No change 12,672 $113K
Ramiah Investment Group 0.10% Reduce -2.0% 12,477 $112K
Clarity Financial LLC 0.01% No change 12,255 $110K
Kovack Advisors, Inc. 0.01% New 12,052 $109K
Perryman Financial Advisory Inc. 0.02% Add +0.7% 11,995 $108K
Boothbay Fund Management, LLC 0.00% New 11,918 $107K
Sowell Financial Services LLC 0.00% Add +0.1% 11,794 $106K
Mariner, LLC 0.00% Reduce -51.4% 11,661 $105K
Annex Advisory Services, LLC 0.00% No change 11,590 $104K
Horizon Kinetics Asset Management LLC 0.00% No change 11,550 $104K
Essex Bank 0.02% No change 11,520 $104K
Advisory Services Network, LLC 0.00% No change 11,082 $100K
Corient Private Wealth LP 0.00% Reduce -83.9% 10,956 $98K
IHT Wealth Management, LLC 0.00% New 10,895 $98K
Schmidt P J Investment Management Inc. 0.02% No change 10,854 $98K
Richmond Investment Services, LLC 0.02% No change 10,812 $97K
Bank of New York Mellon Corp 0.00% New 10,493 $94K
Rothschild Investment LLC 0.00% No change 10,104 $91K
Coordinated Financial Services, Inc. 0.05% No change 10,000 $90K
Shufro Rose & Co. LLC 0.01% New 10,000 $90K
Arax Advisory Partners 0.00% Reduce -63.1% 9,000 $81K
Barrett & Company, Inc. 0.03% No change 8,445 $76K
Cwm, LLC 0.00% No change 7,402 $67K
Ancora Advisors LLC 0.00% Reduce -0.7% 7,093 $64K
Cornerstone National Bank & Trust Co 0.02% No change 6,500 $59K
RHL Group, LLC 0.05% New 5,907 $53K
Mascoma Wealth Management LLC 0.01% No change 5,706 $51K
Dagco, Inc. 0.01% Add +0.7% 5,555 $50K
International Assets Investment Management, LLC 0.00% Add +0.1% 5,483 $50K
Hurley Capital, LLC 0.02% No change 5,000 $45K
Cullen/Frost Bankers, Inc. 0.00% New 4,999 $45K
Tradewinds Capital Management, LLC 0.01% No change 4,760 $43K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.0% 4,723 $42K
Citigroup Inc. 0.00% Add +0.6% 4,483 $40K
Sound Income Strategies, LLC 0.00% No change 4,035 $37K
Farther Finance Advisors, LLC 0.00% No change 3,877 $35K
Private Trust Co. NA 0.00% Reduce -37.0% 3,607 $32K
Physician Wealth Advisors, Inc. 0.00% No change 2,505 $23K
Chilton Capital Management LLC 0.00% No change 2,500 $22K
Delta Asset Management LLC 0.00% No change 2,420 $22K
PMV Capital Advisers, LLC 0.03% Add +0.7% 2,251 $20K
Center for Financial Planning, Inc. 0.00% No change 2,084 $19K
Financial Gravity Asset Management, Inc. 0.00% New 2,000 $18K
Hantz Financial Services, Inc. 0.00% Reduce -39.6% 1,846 $17K
Larson Financial Group LLC 0.00% Add +58.5% 1,422 $13K
Beacon Investment Advisory Services, Inc. 0.00% New 1,224 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 1,000 $9K
IFP Advisors, Inc 0.00% No change 1,000 $9K
US Bancorp \de 0.00% Reduce -77.7% 1,000 $9K
Creative Capital Management Investments LLC 0.00% New 921 $8K
Eastern Bank 0.00% No change 828 $7K
CoreCap Advisors, LLC 0.00% Add +0.1% 755 $7K
Atlantic Union Bankshares Corp 0.00% No change 750 $7K
Russell Investments Group, Ltd. 0.00% Add +0.1% 682 $6K
Millstone Evans Group, LLC 0.00% No change 500 $4K
Mather Group, Llc. 0.00% New 500 $4K
Avion Wealth 0.00% No change 462 $4K
Anchor Investment Management, LLC 0.00% Add +0.5% 444 $4K
Spire Wealth Management 0.00% No change 430 $4K
FNY Investment Advisers, LLC 0.00% New 400 $3K
Decker Retirement Planning Inc. 0.00% New 300 $3K
Geneos Wealth Management Inc. 0.00% No change 200 $2K
JPMorgan Chase & Co. 0.00% No change 200 $2K

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