NAD Institutional Ownership & Shareholders
NUVEEN QUALITY MUNICIPAL INC (NAD) is currently held by 277 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $558.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of NAD tracked by InsiderSet, reporting ownership valued at approximately $80.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $71.61M, representing an estimated loss of -11.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed NAD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Guggenheim Capital Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in NUVEEN QUALITY MUNICIPAL INC (NAD).
This page ranks the largest institutional NAD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
277
Total Reported Value
$558.76M
Largest Holder
Morgan Stanley
Largest Position
$80.74M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 6,661,733 | $80,740,233 | $71,613,630 | -$9,126,603 | -11.30% | |
| Guggenheim Capital Llc | 0.28% | 3,620,112 | $43,875,757 | $38,916,204 | -$4,959,553 | -11.30% | |
| Ubs Group Ag | 0.01% | 3,121,270 | $37,829,792 | $33,553,653 | -$4,276,140 | -11.30% | |
| Wells Fargo & Company/Mn | 0.01% | 2,790,256 | $33,817,903 | $29,995,252 | -$3,822,651 | -11.30% | |
| Bank Of America Corp | 0.00% | 2,317,429 | $28,087,244 | $24,912,362 | -$3,174,882 | -11.30% | |
| Raymond James Financial Inc | 0.01% | 2,071,280 | $25,103,914 | $22,266,260 | -$2,837,654 | -11.30% | |
| Ameriprise Financial Inc | 0.00% | 1,375,036 | $16,665,848 | $14,781,637 | -$1,884,211 | -11.31% | |
| Hennion & Walsh Asset Management, Inc. | 0.49% | 1,644,333 | $16,640,650 | $17,676,580 | +$1,035,930 | +6.23% | |
| Mcgowan Group Asset Management, Inc. | 2.01% | 1,361,907 | $16,506,317 | $14,640,500 | -$1,865,817 | -11.30% | |
| Van Eck Associates Corp | 0.01% | 1,288,803 | $15,620,292 | $13,854,632 | -$1,765,660 | -11.30% | |
| Lpl Financial Llc | 0.00% | 1,265,467 | $15,337,454 | $13,603,770 | -$1,733,684 | -11.30% | |
| Royal Bank Of Canada | 0.00% | 990,972 | $12,010,000 | $10,652,949 | -$1,357,051 | -11.30% | |
| Cornerstone Advisory, Llc | 0.82% | 813,878 | $9,864,202 | $8,749,189 | -$1,115,014 | -11.30% | |
| Stifel Financial Corp | 0.01% | 757,076 | $9,175,749 | $8,138,567 | -$1,037,182 | -11.30% | |
| Cetera Investment Advisers | 0.01% | 742,472 | $8,998,763 | $7,981,574 | -$1,017,189 | -11.30% | |
| Eagle Bluffs Wealth Management Llc | 2.81% | 801,654 | $8,168,899 | $8,617,781 | +$448,882 | +5.50% | |
| Melone Private Wealth, Llc | 2.65% | 667,338 | $6,753,464 | $7,173,884 | +$420,420 | +6.23% | |
| Congress Park Capital Llc | 1.76% | 661,000 | $6,689,320 | $7,105,750 | +$416,430 | +6.23% | |
| Newedge Advisors, Llc | 0.02% | 486,357 | $5,894,651 | $5,228,338 | -$666,313 | -11.30% | |
| Advisors Asset Management, Inc. | 0.07% | 325,278 | $5,240,229 | $3,496,739 | -$1,743,491 | -33.27% | |
| Deutsche Bank Ag\ | 0.00% | 416,376 | $5,046,477 | $4,476,042 | -$570,435 | -11.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 411,801 | $4,991,029 | $4,426,861 | -$564,168 | -11.30% | |
| Osaic Holdings, Inc. | 0.01% | 396,856 | $4,809,974 | $4,266,202 | -$543,772 | -11.31% | |
| Janney Montgomery Scott Llc | 0.01% | 391,986 | $4,751,000 | $4,213,850 | -$537,151 | -11.31% | |
| Savant Capital, Llc | 0.01% | 367,968 | $4,345,922 | $3,955,656 | -$390,266 | -8.98% | |
| Palogic Value Management, L.P. | 1.50% | 350,711 | $4,250,074 | $3,770,143 | -$479,931 | -11.29% | |
| Cohen & Steers, Inc. | 0.01% | 301,523 | $3,654,000 | $3,241,372 | -$412,628 | -11.29% | |
| Lm Advisors Llc | 0.42% | 300,845 | $3,645,000 | $3,234,084 | -$410,916 | -11.27% | |
| Allianz Asset Management Gmbh | 0.00% | 300,646 | $3,643,830 | $3,231,945 | -$411,886 | -11.30% | |
| Capital Investment Advisors, Llc | 0.04% | 303,901 | $3,075,482 | $3,266,936 | +$191,454 | +6.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 253,680 | $3,074,621 | $2,727,060 | -$347,561 | -11.30% | |
| Onedigital Investment Advisors Llc | 0.02% | 234,360 | $2,840,444 | $2,519,370 | -$321,074 | -11.30% | |
| Sit Investment Associates Inc | 0.05% | 221,852 | $2,689,000 | $2,384,909 | -$304,091 | -11.31% | |
| Fiera Capital Corp | 0.01% | 214,702 | $2,602,188 | $2,308,047 | -$294,142 | -11.30% | |
| Invesco Ltd. | 0.00% | 207,824 | $2,518,827 | $2,234,108 | -$284,719 | -11.30% | |
| Kestra Advisory Services, Llc | 0.01% | 197,705 | $2,396,185 | $2,125,329 | -$270,856 | -11.30% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 195,686 | $2,371,719 | $2,103,625 | -$268,095 | -11.30% | |
| Cerity Partners Llc | 0.00% | 194,009 | $2,351,386 | $2,085,597 | -$265,789 | -11.30% | |
| Wakefield Asset Management Lllp | 0.53% | 193,285 | $2,343,521 | $2,077,814 | -$265,707 | -11.34% | |
| Sanctuary Advisors, Llc | 0.01% | 152,238 | $1,845,128 | $1,636,559 | -$208,570 | -11.30% | |
| Concurrent Investment Advisors, Llc | 0.01% | 177,407 | $1,795,359 | $1,907,125 | +$111,766 | +6.23% | |
| Mutual Advisors, Llc | 0.03% | 145,172 | $1,759,479 | $1,560,599 | -$198,880 | -11.30% | |
| Tyche Wealth Partners Llc | 0.23% | 133,581 | $1,619,002 | $1,435,996 | -$183,006 | -11.30% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 127,472 | $1,544,961 | $1,370,324 | -$174,637 | -11.30% | |
| Abel Hall, Llc | 0.27% | 150,000 | $1,518,000 | $1,612,500 | +$94,500 | +6.23% | |
| Prospera Financial Services Inc | 0.02% | 122,291 | $1,482,164 | $1,314,628 | -$167,536 | -11.30% | |
| &Partners | 0.01% | 121,168 | $1,468,555 | $1,302,556 | -$165,999 | -11.30% | |
| Kuhn & Co Investment Counsel | 0.79% | 142,650 | $1,443,620 | $1,533,488 | +$89,868 | +6.23% | |
| Jfs Wealth Advisors, Llc | 0.07% | 118,724 | $1,438,941 | $1,276,283 | -$162,658 | -11.30% | |
| Ibex Wealth Advisors | 0.11% | 118,437 | $1,435,449 | $1,273,198 | -$162,251 | -11.30% |
Frequently asked questions about NAD
Who are the largest institutional holders of NAD?
The largest institutional holders of NAD reported in the latest SEC Form 13F filings include Morgan Stanley, Guggenheim Capital Llc, Ubs Group Ag, Wells Fargo & Company/Mn, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported NAD position.
What is NAD institutional ownership?
This page tracks NAD positions reported by institutional investment managers through SEC Form 13F. NUVEEN QUALITY MUNICIPAL INC (NAD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NAD?
InsiderSet currently tracks 277 institutional managers reporting NAD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NAD shareholders.
How much NAD stock do institutions own?
Institutional investment managers disclosed approximately $558.76M in NAD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NAD institutional ownership last updated?
The latest NAD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NAD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NAD position after the reporting date.
Are institutions buying or selling NAD?
Institutional buying and selling can be analyzed by comparing NAD positions across consecutive 13F reporting periods. InsiderSet's NAD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NAD ownership changes.
How has NAD institutional ownership changed over time?
InsiderSet tracks NAD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.