NAZ Institutional Ownership & Shareholders
NUVEEN AZ QLTY MUNI INC (NAZ) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.80M 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 NAZ tracked by InsiderSet, reporting ownership valued at approximately $2.47M 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 $2.09M, representing an estimated loss of -15.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed NAZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in NUVEEN AZ QLTY MUNI INC (NAZ).
This page ranks the largest institutional NAZ 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
35
Total Reported Value
$16.80M
Largest Holder
Morgan Stanley
Largest Position
$2.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 197,784 | $2,470,327 | $2,086,621 | -$383,706 | -15.53% | |
| Wells Fargo & Company/Mn | 0.00% | 195,137 | $2,437,260 | $2,058,695 | -$378,565 | -15.53% | |
| Lpl Financial Llc | 0.00% | 220,025 | $2,325,667 | $2,321,264 | -$4,403 | -0.19% | |
| Captrust Financial Advisors | 0.00% | 119,952 | $1,498,198 | $1,265,494 | -$232,704 | -15.53% | |
| Cetera Investment Advisers | 0.00% | 102,755 | $1,283,406 | $1,084,065 | -$199,341 | -15.53% | |
| Western Wealth Management, Llc | 0.02% | 53,007 | $662,052 | $559,224 | -$102,828 | -15.53% | |
| Bank Of America Corp | 0.00% | 50,812 | $634,643 | $536,067 | -$98,576 | -15.53% | |
| Raymond James Financial Inc | 0.00% | 46,337 | $578,750 | $488,855 | -$89,895 | -15.53% | |
| Royal Bank Of Canada | 0.00% | 36,674 | $458,000 | $386,911 | -$71,089 | -15.52% | |
| Stifel Financial Corp | 0.00% | 35,133 | $438,811 | $370,653 | -$68,158 | -15.53% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 40,000 | $422,800 | $422,000 | -$800 | -0.19% | |
| Integrity Alliance, Llc. | 0.01% | 38,950 | $411,702 | $410,923 | -$780 | -0.19% | |
| Bartlett & Co. Wealth Management Llc | 0.00% | 26,400 | $331,373 | $278,520 | -$52,853 | -15.95% | |
| Iht Wealth Management, Llc | 0.01% | 25,357 | $316,707 | $267,516 | -$49,191 | -15.53% | |
| Diversify Advisory Services, Llc | 0.00% | 28,036 | $295,785 | $295,780 | -$5 | -0.00% | |
| Diversify Wealth Management, Llc | 0.00% | 28,036 | $295,785 | $295,780 | -$5 | -0.00% | |
| Independent Financial Group, Llc | 0.00% | 26,018 | $275,014 | $274,490 | -$524 | -0.19% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 21,700 | $271,033 | $228,935 | -$42,098 | -15.53% | |
| Newedge Advisors, Llc | 0.00% | 17,604 | $219,872 | $185,722 | -$34,150 | -15.53% | |
| Shufro Rose & Co Llc | 0.01% | 17,500 | $218,575 | $184,625 | -$33,950 | -15.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,790 | $145,760 | $145,485 | -$276 | -0.19% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 11,056 | $138,089 | $116,641 | -$21,448 | -15.53% | |
| D.A. Davidson & Co. | 0.00% | 11,080 | $117,116 | $116,894 | -$222 | -0.19% | |
| Allworth Financial Lp | 0.00% | 8,655 | $108,101 | $91,310 | -$16,791 | -15.53% | |
| Staley Capital Advisers Inc | 0.00% | 10,000 | $105,700 | $105,500 | -$200 | -0.19% | |
| Us Bancorp \De\ | 0.00% | 7,427 | $78,503 | $78,355 | -$148 | -0.19% | |
| Osaic Holdings, Inc. | 0.00% | 6,090 | $76,064 | $64,250 | -$11,814 | -15.53% | |
| Ameriflex Group, Inc. | 0.02% | 4,310 | $53,832 | $45,471 | -$8,362 | -15.53% | |
| Ifp Advisors, Inc | 0.00% | 4,965 | $52,480 | $52,381 | -$99 | -0.19% | |
| Corecap Advisors, Llc | 0.00% | 4,500 | $47,565 | $47,475 | -$90 | -0.19% | |
| Ubs Group Ag | 0.00% | 1,733 | $21,645 | $18,283 | -$3,362 | -15.53% | |
| Fifth Third Bancorp | 0.00% | 250 | $2,643 | $2,638 | -$6 | -0.21% | |
| Highline Wealth Partners Llc | 0.00% | 250 | $2,643 | $2,638 | -$6 | -0.21% | |
| Assetmark, Inc | 0.00% | 16 | $169 | $169 | -$0 | -0.12% | |
| Fny Investment Advisers, Llc | 0.00% | 100 | $1 | $1,055 | +$1,054 | +105400.00% |
Frequently asked questions about NAZ
Who are the largest institutional holders of NAZ?
The largest institutional holders of NAZ reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, Captrust Financial Advisors, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported NAZ position.
What is NAZ institutional ownership?
This page tracks NAZ positions reported by institutional investment managers through SEC Form 13F. NUVEEN AZ QLTY MUNI INC (NAZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NAZ?
InsiderSet currently tracks 35 institutional managers reporting NAZ 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 NAZ shareholders.
How much NAZ stock do institutions own?
Institutional investment managers disclosed approximately $16.80M in NAZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NAZ institutional ownership last updated?
The latest NAZ 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 NAZ 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 NAZ position after the reporting date.
Are institutions buying or selling NAZ?
Institutional buying and selling can be analyzed by comparing NAZ positions across consecutive 13F reporting periods. InsiderSet's NAZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NAZ ownership changes.
How has NAZ institutional ownership changed over time?
InsiderSet tracks NAZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.