Who owns Nuveen AMT-Free 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 NUW from SEC Form 13F filings across 70 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, 70 institutions disclosed 6.5M shares of Nuveen AMT-Free Municipal Value Fund worth $93.9M — about 36.4% of shares outstanding; the largest disclosed holder is 1607 Capital Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
70
13F holders
$93.9M
value, 2026 filers
36.4%
of shares outstanding (6.5M sh)
9
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 NUW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 804,410 | $11.6M | 1.0% | 4.5% | -26.0% |
| 2 | MORGAN STANLEY | 600,561 | $8.6M | 0.0% | 3.3% | -8.8% |
| 3 | Tortoise Investment Management, LLC | 511,065 | $7.3M | 0.5% | 2.8% | -2.7% |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 504,767 | $7.3M | 0.3% | 2.8% | +20.3% |
| 5 | GUGGENHEIM CAPITAL LLC | 426,375 | $6.1M | 0.0% | 2.4% | -4.4% |
| 6 | Hennion & Walsh Asset Management, Inc. | 424,949 | $6.1M | 0.2% | 2.4% | -1.4% |
| 7 | RAYMOND JAMES FINANCIAL INC | 386,303 | $5.6M | 0.0% | 2.2% | +7.2% |
| 8 | CAPTRUST FINANCIAL ADVISORS | 279,500 | $4.0M | 0.0% | 1.6% | +2.5% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 262,185 | $3.8M | 0.0% | 1.5% | +1.5% |
| 10 | LPL Financial LLC | 233,388 | $3.4M | 0.0% | 1.3% | +7.9% |
| 11 | BANK OF AMERICA CORP /DE/ | 167,709 | $2.4M | 0.0% | 0.9% | +7.7% |
| 12 | UBS Group AG | 155,889 | $2.2M | 0.0% | 0.9% | -0.5% |
| 13 | VAN ECK ASSOCIATES CORP | 150,849 | $2.2M | 0.0% | 0.8% | +3.6% |
| 14 | Invesco Ltd. | 130,505 | $1.9M | 0.0% | 0.7% | +32.0% |
| 15 | Wakefield Asset Management LLLPNEW | 115,309 | $1.7M | 0.4% | 0.6% | new |
| 16 | Smartleaf Asset Management LLC | 82,366 | $1.2M | 0.0% | 0.5% | 0.0% |
| 17 | Sanctuary Advisors, LLC | 79,588 | $1.1M | 0.0% | 0.4% | +6.6% |
| 18 | Fiera Capital Corp | 67,851 | $975,697 | 0.0% | 0.4% | +92.1% |
| 19 | Breakwater Capital Group | 63,205 | $908,888 | 0.1% | 0.4% | +10.2% |
| 20 | Bank of New York Mellon Corp | 62,746 | $902,281 | 0.0% | 0.3% | +218.0% |
| 21 | WELLS FARGO & COMPANY/MN | 59,799 | $859,908 | 0.0% | 0.3% | -23.2% |
| 22 | Stratos Wealth Partners, LTD. | 56,150 | $807,437 | 0.0% | 0.3% | +19.4% |
| 23 | ROYAL BANK OF CANADA | 51,719 | $744,000 | 0.0% | 0.3% | +57.3% |
| 24 | Koshinski Asset Management, Inc. | 44,708 | $642,900 | 0.0% | 0.2% | -8.2% |
| 25 | Ackerman Capital Advisors, LLC | 42,353 | $609,036 | 0.1% | 0.2% | +96.9% |
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. Research, not investment advice.