Who owns Nuveen California Municipal Value Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NCA from SEC Form 13F filings across 58 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 58 institutions disclosed 8.9M shares of Nuveen California Municipal Value Fund worth $82.8M — about 26.8% of shares outstanding; the largest disclosed holder is UBS Group AG. Source: SEC Form 13F filings, parsed by EvidInvest.
58
13F holders
$82.8M
value, 2026 filers
26.8%
of shares outstanding (8.9M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NCA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2.2M | $20.3M | 0.0% | 6.6% | +4.6% |
| 2 | MORGAN STANLEY | 1.7M | $15.6M | 0.0% | 5% | 0.0% |
| 3 | Advisors Asset Management, Inc. | 977,089 | $9.1M | 0.1% | 3% | -0.5% |
| 4 | GUGGENHEIM CAPITAL LLC | 684,431 | $6.4M | 0.0% | 2.1% | -1.9% |
| 5 | Hennion & Walsh Asset Management, Inc. | 462,105 | $4.3M | 0.1% | 1.4% | +9.2% |
| 6 | LPL Financial LLC | 324,657 | $3.0M | 0.0% | 1% | +13.0% |
| 7 | WELLS FARGO & COMPANY/MN | 305,316 | $2.8M | 0.0% | 0.9% | +12.1% |
| 8 | Atlas Private Wealth Advisors | 210,292 | $2.0M | 0.4% | 0.6% | +40.3% |
| 9 | REGATTA CAPITAL GROUP, LLC | 182,877 | $1.7M | 0.2% | 0.6% | 0.0% |
| 10 | BANK OF AMERICA CORP /DE/ | 165,245 | $1.5M | 0.0% | 0.5% | +0.8% |
| 11 | RAYMOND JAMES FINANCIAL INC | 151,108 | $1.4M | 0.0% | 0.5% | +11.3% |
| 12 | ROYAL BANK OF CANADA | 138,719 | $1.3M | 0.0% | 0.4% | +20.5% |
| 13 | Fiera Capital Corp | 104,292 | $973,044 | 0.0% | 0.3% | +94.0% |
| 14 | Stratos Wealth Partners, LTD. | 95,361 | $889,724 | 0.0% | 0.3% | +20.8% |
| 15 | FIRST FOUNDATION ADVISORS | 94,232 | $879,184 | 0.0% | 0.3% | -22.9% |
| 16 | OSAIC HOLDINGS, INC. | 93,713 | $874,350 | 0.0% | 0.3% | +40.4% |
| 17 | MELFA WEALTH MANAGEMENT, INC. | 80,949 | $755,253 | 0.4% | 0.2% | -0.2% |
| 18 | Gerber Kawasaki Wealth & Investment Management | 66,022 | $615,985 | 0.0% | 0.2% | +25.4% |
| 19 | WEDBUSH SECURITIES INC | 65,004 | $606,000 | 0.0% | 0.2% | +25.2% |
| 20 | SWEENEY & MICHEL, LLC | 64,704 | $589,449 | 0.2% | 0.2% | -6.9% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 63,431 | $591,811 | 0.0% | 0.2% | +0.2% |
| 22 | Mutual Advisors, LLC | 55,895 | $521,496 | 0.0% | 0.2% | +15.8% |
| 23 | Sterling Group Wealth Management, LLC | 53,993 | $503,755 | 0.2% | 0.2% | 0.0% |
| 24 | Summit Trail Advisors, LLC | 45,186 | $421,584 | 0.0% | 0.1% | +88.4% |
| 25 | Arlington Financial Advisors, LLC | 40,000 | $373,200 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.