Who owns Nuveen ESG Mid-Cap Value?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NUMV from SEC Form 13F filings across 130 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, 130 institutions disclosed 8.0M shares of Nuveen ESG Mid-Cap Value worth $349.7M — about 65.6% of shares outstanding; the largest disclosed holder is Abacus Wealth Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
130
13F holders
$349.7M
value, 2026 filers
65.6%
of shares outstanding (8.0M sh)
15
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 NUMV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | 1.1M | $47.3M | 5.0% | 8.9% | +7.3% |
| 2 | MORGAN STANLEY | 1.1M | $45.8M | 0.0% | 8.6% | -26.1% |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 804,525 | $35.0M | 0.1% | 6.6% | -7.5% |
| 4 | Bank of New York Mellon Corp | 624,036 | $27.1M | 0.0% | 5.1% | +6.1% |
| 5 | ROYAL BANK OF CANADA | 563,771 | $24.5M | 0.0% | 4.6% | +0.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 388,216 | $16.9M | 0.0% | 3.2% | +0.2% |
| 7 | BANK OF AMERICA CORP /DE/ | 284,146 | $12.4M | 0.0% | 2.3% | -0.6% |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 266,948 | $11.6M | 0.2% | 2.2% | -0.1% |
| 9 | UBS Group AG | 266,019 | $11.6M | 0.0% | 2.2% | +0.5% |
| 10 | WELLS FARGO & COMPANY/MN | 199,475 | $8.7M | 0.0% | 1.6% | +4.9% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 188,209 | $8.2M | 0.0% | 1.5% | +12.7% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 187,468 | $8.2M | 0.0% | 1.5% | +4.0% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 184,442 | $8.0M | 0.0% | 1.5% | +4.1% |
| 14 | Beacon Pointe Advisors, LLC | 164,656 | $7.2M | 0.0% | 1.3% | -0.7% |
| 15 | LPL Financial LLC | 151,988 | $6.6M | 0.0% | 1.2% | -1.1% |
| 16 | Rockefeller Capital Management L.P. | 108,835 | $4.7M | 0.0% | 0.9% | -0.1% |
| 17 | Creative Planning | 101,067 | $4.4M | 0.0% | 0.8% | +0.4% |
| 18 | &PARTNERS | 99,159 | $4.3M | 0.0% | 0.8% | +8.1% |
| 19 | Fiduciary Trust Co | 81,670 | $3.6M | 0.0% | 0.7% | 0.0% |
| 20 | WCG Wealth Advisors LLC | 63,618 | $2.8M | 0.1% | 0.5% | +10.9% |
| 21 | JPMORGAN CHASE & CO | 50,806 | $2.2M | 0.0% | 0.4% | +44.5% |
| 22 | Cetera Investment Advisers | 47,195 | $2.1M | 0.0% | 0.4% | +7.6% |
| 23 | PNC Financial Services Group, Inc. | 44,095 | $1.9M | 0.0% | 0.4% | +2.2% |
| 24 | CANANDAIGUA NATIONAL BANK & TRUST CONEW | 43,887 | $1.9M | 0.2% | 0.4% | new |
| 25 | EP Wealth Advisors, LLCNEW | 42,020 | $1.8M | 0.0% | 0.3% | new |
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.