NBB Institutional Ownership & Shareholders
NUVEEN TAXABLE MUNICIPAL INC (NBB) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $210.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of NBB tracked by InsiderSet, reporting ownership valued at approximately $60.12M 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 $55.55M, representing an estimated loss of -7.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed NBB value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in NUVEEN TAXABLE MUNICIPAL INC (NBB).
This page ranks the largest institutional NBB 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
71
Total Reported Value
$210.79M
Largest Holder
Sit Investment Associates Inc
Largest Position
$60.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1.14% | 3,809,746 | $60,118,000 | $55,546,097 | -$4,571,903 | -7.60% | |
| Morgan Stanley | 0.00% | 2,342,990 | $36,972,400 | $34,160,794 | -$2,811,606 | -7.60% | |
| Raymond James Financial Inc | 0.01% | 1,297,230 | $20,470,278 | $18,913,613 | -$1,556,665 | -7.60% | |
| Eagle Bluffs Wealth Management Llc | 5.11% | 1,034,053 | $14,875,232 | $15,076,493 | +$201,261 | +1.35% | |
| Ubs Group Ag | 0.00% | 760,233 | $11,996,477 | $11,084,197 | -$912,280 | -7.60% | |
| Lasalle St. Investment Advisors, Llc | 1.20% | 624,081 | $9,847,993 | $9,099,101 | -$748,892 | -7.60% | |
| Bank Of America Corp | 0.00% | 555,537 | $8,766,377 | $8,099,729 | -$666,648 | -7.60% | |
| M&T Bank Corp | 0.02% | 401,131 | $6,282,560 | $5,848,490 | -$434,070 | -6.91% | |
| Wells Fargo & Company/Mn | 0.00% | 356,690 | $5,628,577 | $5,200,540 | -$428,037 | -7.60% | |
| Invesco Ltd. | 0.00% | 255,234 | $4,027,593 | $3,721,312 | -$306,281 | -7.60% | |
| Lpl Financial Llc | 0.00% | 239,185 | $3,774,346 | $3,487,317 | -$287,029 | -7.60% | |
| Baird Financial Group, Inc. | 0.00% | 155,134 | $2,448,015 | $2,261,854 | -$186,161 | -7.60% | |
| Ameriprise Financial Inc | 0.00% | 145,717 | $2,297,840 | $2,124,554 | -$173,286 | -7.54% | |
| Riverbridge Partners Llc | 0.06% | 145,001 | $2,288,110 | $2,114,115 | -$173,995 | -7.60% | |
| First Trust Advisors Lp | 0.00% | 77,164 | $1,217,647 | $1,125,051 | -$92,596 | -7.60% | |
| Guggenheim Capital Llc | 0.01% | 67,515 | $1,065,387 | $984,369 | -$81,018 | -7.60% | |
| Gill Capital Partners, Llc | 0.28% | 71,896 | $1,027,394 | $1,048,244 | +$20,850 | +2.03% | |
| Truist Financial Corp | 0.00% | 66,242 | $946,598 | $965,808 | +$19,210 | +2.03% | |
| Bruce G. Allen Investments, Llc | 0.59% | 58,372 | $921,117 | $851,064 | -$70,053 | -7.61% | |
| Cetera Investment Advisers | 0.00% | 55,124 | $869,864 | $803,708 | -$66,156 | -7.61% | |
| Envestnet Asset Management Inc | 0.00% | 48,678 | $768,140 | $709,725 | -$58,415 | -7.60% | |
| Intellus Advisors Llc | 0.09% | 46,423 | $732,556 | $676,847 | -$55,709 | -7.60% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 45,607 | $719,690 | $664,950 | -$54,740 | -7.61% | |
| Noble Wealth Management Pbc | 0.30% | 46,205 | $660,269 | $673,669 | +$13,400 | +2.03% | |
| Advisory Services Network, Llc | 0.01% | 41,250 | $650,925 | $601,425 | -$49,500 | -7.60% | |
| Royal Bank Of Canada | 0.00% | 38,499 | $608,000 | $561,315 | -$46,685 | -7.68% | |
| Kestra Private Wealth Services, Llc | 0.01% | 40,104 | $573,079 | $584,716 | +$11,637 | +2.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 39,394 | $562,950 | $574,365 | +$11,415 | +2.03% | |
| Focus Partners Wealth | 0.00% | 33,690 | $534,880 | $491,200 | -$43,680 | -8.17% | |
| Sagespring Wealth Partners, Llc | 0.01% | 34,333 | $490,619 | $500,575 | +$9,956 | +2.03% | |
| Fortitude Advisory Group L.L.C. | 0.16% | 30,144 | $430,757 | $439,500 | +$8,743 | +2.03% | |
| Bcs Private Wealth Management, Inc. | 0.13% | 26,625 | $422,712 | $388,193 | -$34,520 | -8.17% | |
| Stifel Financial Corp | 0.00% | 26,227 | $413,862 | $382,390 | -$31,472 | -7.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 24,919 | $393,222 | $363,319 | -$29,903 | -7.60% | |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | 26,854 | $383,751 | $391,531 | +$7,780 | +2.03% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 23,977 | $378,357 | $349,585 | -$28,772 | -7.60% | |
| Mgo One Seven Llc | 0.01% | 25,630 | $366,251 | $373,685 | +$7,434 | +2.03% | |
| Osaic Holdings, Inc. | 0.00% | 22,852 | $360,630 | $333,182 | -$27,448 | -7.61% | |
| Newedge Advisors, Llc | 0.00% | 22,456 | $354,349 | $327,408 | -$26,941 | -7.60% | |
| Orleans Capital Management Corp/La | 0.17% | 20,300 | $320,334 | $295,974 | -$24,360 | -7.60% | |
| Palogic Value Management, L.P. | 0.11% | 20,000 | $315,600 | $291,600 | -$24,000 | -7.60% | |
| Calamos Advisors Llc | 0.00% | 21,573 | $308,278 | $314,534 | +$6,256 | +2.03% | |
| Integrated Wealth Concepts Llc | 0.00% | 18,509 | $292,068 | $269,861 | -$22,207 | -7.60% | |
| Integrity Wealth Partners, Llc | 0.22% | 20,168 | $288,201 | $294,049 | +$5,848 | +2.03% | |
| Mayflower Financial Advisors, Llc | 0.02% | 16,594 | $261,853 | $241,941 | -$19,912 | -7.60% | |
| Comprehensive Money Management Services Llc | 0.16% | 16,465 | $259,818 | $240,060 | -$19,758 | -7.60% | |
| Hrt Financial Lp | 0.00% | 16,449 | $259,000 | $239,826 | -$19,174 | -7.40% | |
| Focused Wealth Management, Inc | 0.02% | 18,002 | $257,249 | $262,469 | +$5,220 | +2.03% | |
| Arax Advisory Partners | 0.00% | 15,594 | $246,073 | $227,361 | -$18,712 | -7.60% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 15,594 | $244,202 | $227,361 | -$16,841 | -6.90% |
Frequently asked questions about NBB
Who are the largest institutional holders of NBB?
The largest institutional holders of NBB reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Morgan Stanley, Raymond James Financial Inc, Eagle Bluffs Wealth Management Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported NBB position.
What is NBB institutional ownership?
This page tracks NBB positions reported by institutional investment managers through SEC Form 13F. NUVEEN TAXABLE MUNICIPAL INC (NBB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NBB?
InsiderSet currently tracks 71 institutional managers reporting NBB 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 NBB shareholders.
How much NBB stock do institutions own?
Institutional investment managers disclosed approximately $210.79M in NBB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NBB institutional ownership last updated?
The latest NBB 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 NBB 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 NBB position after the reporting date.
Are institutions buying or selling NBB?
Institutional buying and selling can be analyzed by comparing NBB positions across consecutive 13F reporting periods. InsiderSet's NBB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NBB ownership changes.
How has NBB institutional ownership changed over time?
InsiderSet tracks NBB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.