Who owns Nuveen AMT-Free Municipal Value Fund?
Institutional ownership of NUW from SEC Form 13F filings across 45 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.
45
13F holders
$44.3M
value, 2026 filers
17.7%
of shares outstanding (3.2M 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 NUW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 600,561 | $8.6M | 0.0% | 3.3% | -8.8% |
| 2 | RAYMOND JAMES FINANCIAL INC | 386,303 | $5.6M | 0.0% | 2.2% | +7.2% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 279,500 | $4.0M | 0.0% | 1.6% | +2.5% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 262,185 | $3.8M | 0.0% | 1.5% | +1.5% |
| 5 | LPL Financial LLC | 233,388 | $3.4M | 0.0% | 1.3% | +7.9% |
| 6 | BANK OF AMERICA CORP /DE/ | 167,709 | $2.4M | 0.0% | 0.9% | +7.7% |
| 7 | UBS Group AG | 155,889 | $2.2M | 0.0% | 0.9% | -0.5% |
| 8 | VAN ECK ASSOCIATES CORP | 150,849 | $2.2M | 0.0% | 0.8% | +3.6% |
| 9 | Invesco Ltd. | 130,505 | $1.9M | 0.0% | 0.7% | +32.0% |
| 10 | Sanctuary Advisors, LLC | 79,588 | $1.1M | 0.0% | 0.4% | +6.6% |
| 11 | Bank of New York Mellon Corp | 62,746 | $902,281 | 0.0% | 0.3% | +218.0% |
| 12 | WELLS FARGO & COMPANY/MN | 59,799 | $859,908 | 0.0% | 0.3% | -23.2% |
| 13 | Stratos Wealth Partners, LTD. | 56,150 | $807,437 | 0.0% | 0.3% | +19.4% |
| 14 | ROYAL BANK OF CANADA | 51,719 | $744,000 | 0.0% | 0.3% | +57.3% |
| 15 | Cambridge Investment Research Advisors, Inc. | 50,546 | $726 | 0.0% | 0.3% | -16.7% |
| 16 | Koshinski Asset Management, Inc. | 44,708 | $642,900 | 0.0% | 0.2% | -8.2% |
| 17 | Dynamic Advisor Solutions LLC | 40,572 | $583,425 | 0.0% | 0.2% | -0.5% |
| 18 | Kestra Advisory Services, LLC | 40,373 | $582,526 | 0.0% | 0.2% | +0.3% |
| 19 | MELFA WEALTH MANAGEMENT, INC. | 37,694 | $542,043 | 0.3% | 0.2% | +14.4% |
| 20 | OSAIC HOLDINGS, INC. | 31,809 | $457,424 | 0.0% | 0.2% | +19.8% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 29,802 | $428,560 | 0.0% | 0.2% | -12.2% |
| 22 | Summit Trail Advisors, LLC | 29,367 | $422,301 | 0.0% | 0.2% | +89.5% |
| 23 | STEPHENS INC /AR/ | 20,580 | $295,940 | 0.0% | 0.1% | +13.2% |
| 24 | COHEN & STEERS, INC.NEW | 20,000 | $288 | 0.0% | 0.1% | new |
| 25 | Janney Montgomery Scott LLC | 18,797 | $270 | 0.0% | 0.1% | +2.3% |
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.