NNY Institutional Ownership & Shareholders
NUVEEN NEW YORK MUNI VAL (NNY) is currently held by 46 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $33.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of NNY tracked by InsiderSet, reporting ownership valued at approximately $4.95M 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 $4.49M, representing an estimated loss of -9.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed NNY value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Tortoise Investment Management, Llc, 1607 Capital Partners, Llc, and several other long-term asset managers with concentrated positions in NUVEEN NEW YORK MUNI VAL (NNY).
This page ranks the largest institutional NNY 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
46
Total Reported Value
$33.84M
Largest Holder
Ubs Group Ag
Largest Position
$4.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 565,802 | $4,945,109 | $4,486,810 | -$458,299 | -9.27% | |
| Tortoise Investment Management, Llc | 0.35% | 538,148 | $4,703,414 | $4,267,514 | -$435,900 | -9.27% | |
| 1607 Capital Partners, Llc | 0.38% | 499,432 | $4,365,036 | $3,960,496 | -$404,540 | -9.27% | |
| Guggenheim Capital Llc | 0.02% | 370,877 | $3,241,465 | $2,941,055 | -$300,410 | -9.27% | |
| Hennion & Walsh Asset Management, Inc. | 0.08% | 364,645 | $2,836,938 | $2,891,635 | +$54,697 | +1.93% | |
| Morgan Stanley | 0.00% | 256,513 | $2,241,926 | $2,034,148 | -$207,778 | -9.27% | |
| Penbrook Management Llc | 0.98% | 213,727 | $1,662,796 | $1,694,855 | +$32,059 | +1.93% | |
| Leigh Baldwin & Co., Llc | 0.55% | 117,483 | $1,026,802 | $931,640 | -$95,162 | -9.27% | |
| Wells Fargo & Company/Mn | 0.00% | 112,523 | $983,454 | $892,307 | -$91,147 | -9.27% | |
| Fiera Capital Corp | 0.00% | 109,052 | $953,114 | $864,782 | -$88,332 | -9.27% | |
| Osaic Holdings, Inc. | 0.00% | 99,500 | $869,626 | $789,035 | -$80,591 | -9.27% | |
| Raymond James Financial Inc | 0.00% | 94,758 | $828,188 | $751,431 | -$76,757 | -9.27% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.29% | 65,944 | $513,043 | $522,936 | +$9,893 | +1.93% | |
| Lpl Financial Llc | 0.00% | 50,897 | $444,843 | $403,613 | -$41,230 | -9.27% | |
| Summit Trail Advisors, Llc | 0.01% | 47,278 | $413,207 | $374,915 | -$38,292 | -9.27% | |
| Stifel Financial Corp | 0.00% | 40,783 | $356,436 | $323,409 | -$33,027 | -9.27% | |
| Bank Of America Corp | 0.00% | 32,989 | $288,321 | $261,603 | -$26,718 | -9.27% | |
| Melfa Wealth Management, Inc. | 0.14% | 29,908 | $261,396 | $237,170 | -$24,226 | -9.27% | |
| Breakwater Capital Group | 0.03% | 31,341 | $243,833 | $248,534 | +$4,701 | +1.93% | |
| Janney Montgomery Scott Llc | 0.00% | 27,673 | $242,000 | $219,447 | -$22,553 | -9.32% | |
| Herold Advisors, Inc. | 0.04% | 27,603 | $214,754 | $218,892 | +$4,138 | +1.93% | |
| Indivisible Partners | 0.01% | 23,357 | $181,717 | $185,221 | +$3,504 | +1.93% | |
| Wolverine Asset Management Llc | 0.00% | 23,243 | $180,831 | $184,317 | +$3,486 | +1.93% | |
| Arax Advisory Partners | 0.00% | 18,652 | $163,019 | $147,910 | -$15,109 | -9.27% | |
| Kestra Advisory Services, Llc | 0.00% | 19,110 | $149,240 | $151,542 | +$2,302 | +1.54% | |
| Susquehanna International Group, Llp | 0.00% | 15,601 | $136,353 | $123,716 | -$12,637 | -9.27% | |
| Cetera Investment Advisers | 0.00% | 15,572 | $136,100 | $123,486 | -$12,614 | -9.27% | |
| Royal Bank Of Canada | 0.00% | 15,524 | $136,000 | $123,105 | -$12,895 | -9.48% | |
| Realta Investment Advisors | 0.04% | 17,338 | $134,890 | $137,490 | +$2,600 | +1.93% | |
| Bcs Private Wealth Management, Inc. | 0.04% | 15,000 | $131,543 | $118,950 | -$12,593 | -9.57% | |
| Cim, Llc | 0.02% | 14,049 | $122,788 | $111,409 | -$11,379 | -9.27% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,526 | $109,477 | $99,331 | -$10,146 | -9.27% | |
| Prospera Financial Services Inc | 0.00% | 12,000 | $104,880 | $95,160 | -$9,720 | -9.27% | |
| Tyche Wealth Partners Llc | 0.01% | 11,393 | $99,575 | $90,346 | -$9,229 | -9.27% | |
| Gladstone Institutional Advisory Llc | 0.00% | 10,674 | $93,291 | $84,645 | -$8,646 | -9.27% | |
| Citadel Advisors Llc | 0.00% | 10,238 | $89,480 | $81,187 | -$8,293 | -9.27% | |
| Avestar Capital, Llc | 0.01% | 10,000 | $78,095 | $79,300 | +$1,205 | +1.54% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,720 | $50,000 | $45,360 | -$4,640 | -9.28% | |
| Grove Bank & Trust | 0.00% | 4,000 | $31,120 | $31,720 | +$600 | +1.93% | |
| Corecap Advisors, Llc | 0.00% | 3,400 | $26,452 | $26,962 | +$510 | +1.93% | |
| Citigroup Inc | 0.00% | 2,388 | $20,871 | $18,937 | -$1,934 | -9.27% | |
| Jones Financial Companies Lllp | 0.00% | 2,000 | $17,300 | $15,860 | -$1,440 | -8.32% | |
| Latitude Advisors, Llc | 0.00% | 630 | $4,901 | $4,996 | +$95 | +1.94% | |
| Spire Wealth Management | 0.00% | 519 | $4,038 | $4,116 | +$78 | +1.92% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 71,081 | $553 | $563,672 | +$563,119 | +101829.90% | |
| Fny Investment Advisers, Llc | 0.00% | 300 | $2 | $2,379 | +$2,377 | +118850.00% |
Frequently asked questions about NNY
Who are the largest institutional holders of NNY?
The largest institutional holders of NNY reported in the latest SEC Form 13F filings include Ubs Group Ag, Tortoise Investment Management, Llc, 1607 Capital Partners, Llc, Guggenheim Capital Llc, and Hennion & Walsh Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported NNY position.
What is NNY institutional ownership?
This page tracks NNY positions reported by institutional investment managers through SEC Form 13F. NUVEEN NEW YORK MUNI VAL (NNY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NNY?
InsiderSet currently tracks 46 institutional managers reporting NNY 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 NNY shareholders.
How much NNY stock do institutions own?
Institutional investment managers disclosed approximately $33.84M in NNY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NNY institutional ownership last updated?
The latest NNY 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 NNY 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 NNY position after the reporting date.
Are institutions buying or selling NNY?
Institutional buying and selling can be analyzed by comparing NNY positions across consecutive 13F reporting periods. InsiderSet's NNY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NNY ownership changes.
How has NNY institutional ownership changed over time?
InsiderSet tracks NNY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.