NUVEEN MUNICIPAL VALUE (NUV) Institutional Shareholders
NUVEEN MUNICIPAL VALUE (NUV) 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 $374.21M in NUV holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of NUV tracked by InsiderSet, reporting ownership valued at approximately $63.50M in its March 31, 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 $64.13M, representing an estimated gain of +1.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed NUV value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Hennion & Walsh Asset Management, Inc., and several other long-term asset managers with concentrated positions in NUVEEN MUNICIPAL VALUE (NUV).
This page ranks the largest institutional NUV 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
229
Total Reported Value
$374.21M
Largest Holder
Ubs Group Ag
Largest Position
$63.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 7,063,225 | $63,498,393 | $64,134,083 | +$635,690 | +1.00% | |
| Morgan Stanley | 0.00% | 4,508,563 | $40,531,981 | $40,937,752 | +$405,771 | +1.00% | |
| Hennion & Walsh Asset Management, Inc. | 0.75% | 2,862,303 | $26,390,434 | $25,989,711 | -$400,723 | -1.52% | |
| Guggenheim Capital Llc | 0.21% | 2,914,499 | $26,201,346 | $26,463,651 | +$262,305 | +1.00% | |
| Raymond James Financial Inc | 0.01% | 2,201,614 | $19,792,514 | $19,990,655 | +$198,141 | +1.00% | |
| Wells Fargo & Company/Mn | 0.00% | 2,085,136 | $18,745,374 | $18,933,035 | +$187,661 | +1.00% | |
| Lpl Financial Llc | 0.00% | 1,154,191 | $10,376,177 | $10,480,054 | +$103,877 | +1.00% | |
| Bank Of America Corp | 0.00% | 1,109,205 | $9,971,753 | $10,071,581 | +$99,828 | +1.00% | |
| Jones Financial Companies Lllp | 0.00% | 993,172 | $8,819,364 | $9,018,002 | +$198,638 | +2.25% | |
| Granby Capital Management, Llc | 4.31% | 836,112 | $7,516,600 | $7,591,897 | +$75,297 | +1.00% | |
| Mercer Global Advisors Inc | 0.01% | 740,768 | $6,659,502 | $6,726,173 | +$66,671 | +1.00% | |
| Chicago Partners Investment Group Llc | 0.13% | 713,350 | $6,505,754 | $6,477,218 | -$28,536 | -0.44% | |
| Stifel Financial Corp | 0.01% | 667,790 | $6,003,436 | $6,063,533 | +$60,097 | +1.00% | |
| 1607 Capital Partners, Llc | 0.40% | 624,720 | $5,616,233 | $5,672,458 | +$56,225 | +1.00% | |
| Royal Bank Of Canada | 0.00% | 620,206 | $5,576,000 | $5,631,470 | +$55,470 | +0.99% | |
| Congress Park Capital Llc | 1.49% | 599,132 | $5,523,998 | $5,440,119 | -$83,879 | -1.52% | |
| Commonwealth Equity Services, Llc | 0.01% | 551,272 | $5,082,725 | $5,005,550 | -$77,175 | -1.52% | |
| Bar Harbor Wealth Management | 0.24% | 487,825 | $4,497,747 | $4,429,451 | -$68,296 | -1.52% | |
| Prospera Financial Services Inc | 0.06% | 476,073 | $4,389,428 | $4,322,743 | -$66,685 | -1.52% | |
| Rockefeller Capital Management L.P. | 0.01% | 472,560 | $4,248,321 | $4,290,845 | +$42,524 | +1.00% | |
| Ehrlich Financial Group | 1.69% | 356,385 | $3,285,870 | $3,235,976 | -$49,894 | -1.52% | |
| Bfsg, Llc | 0.27% | 329,726 | $3,040,074 | $2,993,912 | -$46,162 | -1.52% | |
| Roman Butler Fullerton & Co | 0.64% | 251,547 | $2,314,237 | $2,284,047 | -$30,190 | -1.30% | |
| Ameriprise Financial Inc | 0.00% | 240,866 | $2,165,383 | $2,187,063 | +$21,680 | +1.00% | |
| Sanctuary Advisors, Llc | 0.01% | 222,732 | $2,002,360 | $2,022,407 | +$20,047 | +1.00% | |
| Baird Financial Group, Inc. | 0.00% | 220,166 | $1,979,292 | $1,999,107 | +$19,815 | +1.00% | |
| Koshinski Asset Management, Inc. | 0.10% | 209,025 | $1,927,208 | $1,897,947 | -$29,261 | -1.52% | |
| Pks Advisory Services, Llc | 0.45% | 213,222 | $1,916,864 | $1,936,056 | +$19,192 | +1.00% | |
| Breakwater Capital Group | 0.21% | 189,868 | $1,750,583 | $1,724,001 | -$26,582 | -1.52% | |
| Cresta Advisors, Ltd. | 0.60% | 180,840 | $1,667,345 | $1,642,027 | -$25,318 | -1.52% | |
| Citizens National Bank Trust Department | 0.23% | 169,770 | $1,565,279 | $1,541,512 | -$23,767 | -1.52% | |
| Dynamic Financial Group | 1.16% | 166,319 | $1,533,461 | $1,510,177 | -$23,284 | -1.52% | |
| Ibex Wealth Advisors | 0.12% | 160,447 | $1,479,328 | $1,456,859 | -$22,469 | -1.52% | |
| Redwood Family Wealth Llc | 1.44% | 163,433 | $1,469,263 | $1,483,972 | +$14,709 | +1.00% | |
| Blake Schutter Theil Wealth Advisors, Llc | 0.93% | 148,378 | $1,368,041 | $1,347,272 | -$20,769 | -1.52% | |
| Kestra Advisory Services, Llc | 0.00% | 143,685 | $1,324,772 | $1,304,660 | -$20,112 | -1.52% | |
| Cetera Investment Advisers | 0.00% | 146,909 | $1,320,715 | $1,333,934 | +$13,219 | +1.00% | |
| Tandem Financial, Llc | 0.43% | 139,794 | $1,261,292 | $1,269,330 | +$8,038 | +0.64% | |
| High Net Worth Advisory Group Llc | 0.26% | 130,200 | $1,200,444 | $1,182,216 | -$18,228 | -1.52% | |
| Alti Global, Inc. | 0.03% | 132,210 | $1,192,864 | $1,200,467 | +$7,603 | +0.64% | |
| Osaic Holdings, Inc. | 0.00% | 132,401 | $1,190,298 | $1,202,201 | +$11,903 | +1.00% | |
| Harmony Asset Management Llc | 0.31% | 125,300 | $1,155,266 | $1,137,724 | -$17,542 | -1.52% | |
| Smith, Moore & Co. | 0.08% | 119,091 | $1,070,632 | $1,081,346 | +$10,714 | +1.00% | |
| Venturi Wealth Management, Llc | 0.04% | 115,754 | $1,067,250 | $1,051,046 | -$16,204 | -1.52% | |
| Hightower Advisors, Llc | 0.00% | 115,978 | $1,042,645 | $1,053,080 | +$10,435 | +1.00% | |
| Accredited Investor Services, Llc | 0.66% | 115,028 | $1,034,102 | $1,044,454 | +$10,352 | +1.00% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.17% | 110,642 | $1,020,119 | $1,004,629 | -$15,490 | -1.52% | |
| Benjamin Edwards Inc | 0.01% | 110,602 | $1,019,746 | $1,004,266 | -$15,480 | -1.52% | |
| Invesco Ltd. | 0.00% | 104,525 | $939,680 | $949,087 | +$9,407 | +1.00% | |
| Kestra Private Wealth Services, Llc | 0.01% | 100,787 | $929,255 | $915,146 | -$14,109 | -1.52% |
Frequently asked questions about NUV
Who owns the most NUV stock?
The largest holders of NUV 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 MUNICIPAL VALUE (NUV).
Is NUV widely held by superinvestors?
Many widely followed stocks like NUV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NUV 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.