NUVEEN NEW YORK MUNI VAL (NNY) Institutional Shareholders
NUVEEN NEW YORK MUNI VAL (NNY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $34.96M in NNY holdings during the latest filing period.
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 $4.47M, representing an estimated loss of -9.55% 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
45
Total Reported Value
$34.96M
Largest Holder
Ubs Group Ag
Largest Position
$4.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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 | $4,472,665 | -$472,444 | -9.55% | |
| Tortoise Investment Management, Llc | 0.35% | 538,148 | $4,703,414 | $4,254,060 | -$449,354 | -9.55% | |
| 1607 Capital Partners, Llc | 0.38% | 499,432 | $4,365,036 | $3,948,010 | -$417,026 | -9.55% | |
| Hennion & Walsh Asset Management, Inc. | 0.10% | 414,691 | $3,624,399 | $3,278,132 | -$346,267 | -9.55% | |
| Guggenheim Capital Llc | 0.02% | 370,877 | $3,241,465 | $2,931,783 | -$309,682 | -9.55% | |
| Morgan Stanley | 0.00% | 256,513 | $2,241,926 | $2,027,735 | -$214,191 | -9.55% | |
| Penbrook Management Llc | 1.19% | 213,727 | $1,867,973 | $1,689,512 | -$178,461 | -9.55% | |
| Leigh Baldwin & Co., Llc | 0.55% | 117,483 | $1,026,802 | $928,703 | -$98,099 | -9.55% | |
| Wells Fargo & Company/Mn | 0.00% | 112,523 | $983,454 | $889,494 | -$93,960 | -9.55% | |
| Fiera Capital Corp | 0.00% | 109,052 | $953,114 | $862,056 | -$91,058 | -9.55% | |
| Osaic Holdings, Inc. | 0.00% | 99,500 | $869,626 | $786,548 | -$83,079 | -9.55% | |
| Raymond James Financial Inc | 0.00% | 94,758 | $828,188 | $749,062 | -$79,126 | -9.55% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.34% | 64,849 | $566,783 | $512,631 | -$54,152 | -9.55% | |
| Lpl Financial Llc | 0.00% | 50,897 | $444,843 | $402,341 | -$42,502 | -9.55% | |
| Summit Trail Advisors, Llc | 0.01% | 47,278 | $413,207 | $373,733 | -$39,474 | -9.55% | |
| Stifel Financial Corp | 0.00% | 40,783 | $356,436 | $322,390 | -$34,046 | -9.55% | |
| Bank Of America Corp | 0.00% | 32,989 | $288,321 | $260,778 | -$27,543 | -9.55% | |
| Herold Advisors, Inc. | 0.06% | 32,495 | $284,000 | $256,873 | -$27,127 | -9.55% | |
| Melfa Wealth Management, Inc. | 0.14% | 29,908 | $261,396 | $236,423 | -$24,973 | -9.55% | |
| Breakwater Capital Group | 0.03% | 29,406 | $257,008 | $232,454 | -$24,554 | -9.55% | |
| Janney Montgomery Scott Llc | 0.00% | 27,673 | $242,000 | $218,755 | -$23,245 | -9.61% | |
| Virtue Asset Management Llc | 0.14% | 22,440 | $196,126 | $177,388 | -$18,738 | -9.55% | |
| Kestra Advisory Services, Llc | 0.00% | 18,910 | $165,827 | $149,484 | -$16,343 | -9.86% | |
| Arax Advisory Partners | 0.00% | 18,652 | $163,019 | $147,444 | -$15,575 | -9.55% | |
| Realta Investment Advisors | 0.05% | 17,338 | $151,534 | $137,057 | -$14,477 | -9.55% | |
| Susquehanna International Group, Llp | 0.00% | 15,601 | $136,353 | $123,326 | -$13,027 | -9.55% | |
| Cetera Investment Advisers | 0.00% | 15,572 | $136,100 | $123,097 | -$13,003 | -9.55% | |
| Royal Bank Of Canada | 0.00% | 15,524 | $136,000 | $122,717 | -$13,283 | -9.77% | |
| Bcs Private Wealth Management, Inc. | 0.04% | 15,000 | $131,543 | $118,575 | -$12,968 | -9.86% | |
| Cim, Llc | 0.02% | 14,049 | $122,788 | $111,057 | -$11,731 | -9.55% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,526 | $109,477 | $99,018 | -$10,459 | -9.55% | |
| Prospera Financial Services Inc | 0.00% | 12,000 | $104,880 | $94,860 | -$10,020 | -9.55% | |
| Tyche Wealth Partners Llc | 0.01% | 11,393 | $99,575 | $90,062 | -$9,513 | -9.55% | |
| Gladstone Institutional Advisory Llc | 0.00% | 10,674 | $93,291 | $84,378 | -$8,913 | -9.55% | |
| Citadel Advisors Llc | 0.00% | 10,238 | $89,480 | $80,931 | -$8,549 | -9.55% | |
| Avestar Capital, Llc | 0.01% | 10,000 | $87,695 | $79,050 | -$8,645 | -9.86% | |
| Pacific Wealth Strategies Group, Inc. | 0.05% | 10,000 | $87,400 | $79,050 | -$8,350 | -9.55% | |
| International Assets Investment Management, Llc | 0.00% | 6,588 | $57,645 | $52,078 | -$5,567 | -9.66% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,720 | $50,000 | $45,217 | -$4,783 | -9.57% | |
| Grove Bank & Trust | 0.00% | 4,000 | $34,960 | $31,620 | -$3,340 | -9.55% | |
| Citigroup Inc | 0.00% | 2,388 | $20,871 | $18,877 | -$1,994 | -9.55% | |
| Jones Financial Companies Lllp | 0.00% | 2,000 | $17,300 | $15,810 | -$1,490 | -8.61% | |
| Spire Wealth Management | 0.00% | 519 | $4,536 | $4,103 | -$433 | -9.55% | |
| Fny Investment Advisers, Llc | 0.00% | 300 | $2,000 | $2,372 | +$372 | +18.57% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 70,491 | $616 | $557,231 | +$556,615 | +90359.64% |
Frequently asked questions about NNY
Who owns the most NNY stock?
The largest holders of NNY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN NEW YORK MUNI VAL (NNY).
Is NNY widely held by superinvestors?
Many widely followed stocks like NNY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NNY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.