Nuveen Amt-Free Muni ValNUW
13F holders, Q1 2026 (March 31)66holders +2
8new positions
4sold out
$14.31avg. 13F price*
At the end of Q1 2026, 66 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings, up 2 from Q4 2025. 8 opened new positions and 4 sold out. The largest holders were 1607 Capital Partners, LLC ($15.6M), Morgan Stanley ($9.4M) and Tortoise Investment Management, LLC ($7.5M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 4 | $678K |
All 13F filers, Q4 2025 → Q1 2026: 348,792 shares bought and 350,902 shares sold, net −2,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| 1607 Capital Partners, LLC | 1.12% | Reduce -0.5% | 1,086,368 | $15.6M |
| Morgan Stanley | 0.00% | Reduce -10.7% | 658,746 | $9.4M |
| Tortoise Investment Management, LLC | 0.62% | Reduce -15.0% | 525,107 | $7.5M |
| Guggenheim Capital LLC | 0.05% | Reduce -4.1% | 445,917 | $6.4M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +8.1% | 430,914 | $6.2M |
| Rivernorth Capital Management, LLC | 0.30% | Reduce -1.4% | 419,476 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 360,201 | $5.2M |
| Captrust Financial Advisors | 0.01% | Add +0.8% | 272,562 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +8.0% | 258,412 | $3.6M |
| LPL Financial LLC | 0.00% | Add +2.4% | 216,364 | $3.1M |
| UBS Group AG | 0.00% | Reduce -9.2% | 156,623 | $2.2M |
| Bank of America Corp. | 0.00% | Add +0.9% | 155,713 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Add +37.0% | 145,665 | $2.1M |
| Invesco Ltd. | 0.00% | Add +36.4% | 98,874 | $1.4M |
| Smartleaf Asset Management LLC | 0.04% | Reduce -1.2% | 82,366 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 77,890 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | No change | 74,695 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +55.1% | 60,714 | $870K |
| Breakwater Capital Group | 0.11% | Add +11.8% | 57,371 | $822K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.0% | 48,690 | $698K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 47,040 | $674K |
| Midwest Financial Group LLC | 0.26% | Reduce -1.8% | 42,199 | $605K |
| Dynamic Advisor Solutions LLC | 0.02% | No change | 40,772 | $584K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.1% | 40,247 | $577K |
| Access Financial Services, Inc. | 0.20% | Reduce -10.0% | 39,285 | $563K |
| Fiera Capital Corp | 0.00% | New | 35,317 | $506K |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.2% | 33,957 | $487K |
| Melfa Wealth Management, Inc. | 0.27% | Add +0.0% | 32,935 | $472K |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 32,870 | $471K |
| Uniting Wealth Partners, LLC | 0.09% | New | 29,799 | $428K |
| Hickory Point Bank & Trust | 0.26% | No change | 27,300 | $391K |
| Osaic Holdings, Inc. | 0.00% | Add +21.0% | 26,553 | $381K |
| Carnegie Investment Counsel | 0.01% | Reduce -71.5% | 23,126 | $331K |
| Realta Investment Advisors | 0.11% | No change | 23,015 | $330K |
| Tyche Wealth Partners LLC | 0.05% | No change | 21,800 | $312K |
| Ackerman Capital Advisors, LLC | 0.06% | Reduce -22.4% | 21,505 | $308K |
| HighTower Advisors, LLC | 0.00% | Add +101.6% | 20,574 | $295K |
| Creekside Partners | 0.12% | No change | 20,000 | $287K |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.2% | 19,729 | $283K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 19,419 | $278K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.3% | 18,371 | $263K |
| Stephens Inc. | 0.00% | Add +5.8% | 18,180 | $261K |
| Summit Trail Advisors, LLC | 0.00% | New | 15,498 | $222K |
| D.A. Davidson & Co. | 0.00% | No change | 14,000 | $201K |
| Ameriprise Financial Inc. | 0.00% | Add +28.3% | 13,529 | $194K |
| Aviance Capital Partners, LLC | 0.02% | Add +2.2% | 13,317 | $191K |
| Hilltop Holdings Inc. | 0.02% | Add +2.5% | 13,282 | $190K |
| Redwood Family Wealth LLC | 0.17% | Reduce -18.0% | 12,300 | $176K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 11,454 | $164K |
| Disciplined Investments, LLC | 0.05% | Add +0.3% | 10,208 | $146K |
| Fairscale Capital, LLC | 0.09% | No change | 9,270 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 7,648 | $110K |
| Clean Yield Group | 0.03% | No change | 6,428 | $92K |
| Fifth Third Bancorp | 0.00% | New | 5,500 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Add +434.3% | 5,167 | $74K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,482 | $64K |
| Ancora Advisors LLC | 0.00% | No change | 3,682 | $53K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,600 | $52K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,081 | $30K |
| Harbour Investments, Inc. | 0.00% | New | 1,408 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -86.6% | 581 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -76.6% | 74 | $1K |
| FNY Investment Advisers, LLC | 0.00% | New | 100 | $1K |
| WPG Advisers, LLC | 0.00% | Reduce -77.0% | 20 | $287 |
| BlackRock, Inc. | 0.00% | New | 13 | $193 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is NUW's weight in each manager's 13F, not the share of Nuveen Amt-Free Muni Val the manager owns.