NUVEEN MUNICIPAL VALUE (NUV) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $363.11M 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 $64.28M, representing an estimated gain of +1.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed NUV value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Guggenheim Capital Llc, 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
227
Total Reported Value
$363.11M
Largest Holder
Ubs Group Ag
Largest Position
$63.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
165
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 | $64,275,348 | +$776,955 | +1.22% | |
| Morgan Stanley | 0.00% | 4,508,563 | $40,531,981 | $41,027,923 | +$495,942 | +1.22% | |
| Guggenheim Capital Llc | 0.21% | 2,914,499 | $26,201,346 | $26,521,941 | +$320,595 | +1.22% | |
| Hennion & Walsh Asset Management, Inc. | 0.74% | 2,440,081 | $21,936,328 | $22,204,737 | +$268,409 | +1.22% | |
| Raymond James Financial Inc | 0.01% | 2,201,614 | $19,792,514 | $20,034,687 | +$242,173 | +1.22% | |
| Wells Fargo & Company/Mn | 0.00% | 2,085,136 | $18,745,374 | $18,974,738 | +$229,364 | +1.22% | |
| Lpl Financial Llc | 0.00% | 1,154,191 | $10,376,177 | $10,503,138 | +$126,961 | +1.22% | |
| Bank Of America Corp | 0.00% | 1,109,205 | $9,971,753 | $10,093,766 | +$122,013 | +1.22% | |
| Jones Financial Companies Lllp | 0.00% | 993,172 | $8,819,364 | $9,037,865 | +$218,501 | +2.48% | |
| Granby Capital Management, Llc | 4.31% | 836,112 | $7,516,600 | $7,608,619 | +$92,019 | +1.22% | |
| Mercer Global Advisors Inc | 0.01% | 740,768 | $6,659,502 | $6,740,989 | +$81,487 | +1.22% | |
| Chicago Partners Investment Group Llc | 0.14% | 683,151 | $6,243,996 | $6,216,674 | -$27,322 | -0.44% | |
| Stifel Financial Corp | 0.01% | 667,790 | $6,003,436 | $6,076,889 | +$73,453 | +1.22% | |
| 1607 Capital Partners, Llc | 0.40% | 624,720 | $5,616,233 | $5,684,952 | +$68,719 | +1.22% | |
| Royal Bank Of Canada | 0.00% | 620,206 | $5,576,000 | $5,643,875 | +$67,875 | +1.22% | |
| Congress Park Capital Llc | 1.64% | 594,132 | $5,341,247 | $5,406,601 | +$65,354 | +1.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 513,250 | $4,614,115 | $4,670,575 | +$56,460 | +1.22% | |
| Prospera Financial Services Inc | 0.07% | 476,156 | $4,280,688 | $4,333,020 | +$52,332 | +1.22% | |
| Rockefeller Capital Management L.P. | 0.01% | 472,560 | $4,248,321 | $4,300,296 | +$51,975 | +1.22% | |
| Bar Harbor Wealth Management | 0.25% | 468,825 | $4,214,737 | $4,266,308 | +$51,571 | +1.22% | |
| Dynamic Financial Group | 1.97% | 268,377 | $2,412,713 | $2,442,231 | +$29,518 | +1.22% | |
| Roman Butler Fullerton & Co | 0.64% | 251,547 | $2,314,237 | $2,289,078 | -$25,159 | -1.09% | |
| Ameriprise Financial Inc | 0.00% | 240,866 | $2,165,383 | $2,191,881 | +$26,498 | +1.22% | |
| Sanctuary Advisors, Llc | 0.01% | 222,732 | $2,002,360 | $2,026,861 | +$24,501 | +1.22% | |
| Baird Financial Group, Inc. | 0.00% | 220,166 | $1,979,292 | $2,003,511 | +$24,219 | +1.22% | |
| Pks Advisory Services, Llc | 0.45% | 213,222 | $1,916,864 | $1,940,320 | +$23,456 | +1.22% | |
| Koshinski Asset Management, Inc. | 0.12% | 209,454 | $1,882,996 | $1,906,031 | +$23,035 | +1.22% | |
| Cresta Advisors, Ltd. | 0.67% | 180,840 | $1,625,752 | $1,645,644 | +$19,892 | +1.22% | |
| Redwood Family Wealth Llc | 1.44% | 163,433 | $1,469,263 | $1,487,240 | +$17,977 | +1.22% | |
| Ibex Wealth Advisors | 0.14% | 162,191 | $1,458,104 | $1,475,938 | +$17,834 | +1.22% | |
| Breakwater Capital Group | 0.19% | 156,270 | $1,404,866 | $1,422,057 | +$17,191 | +1.22% | |
| Orca Wealth Management, Llc | 0.98% | 153,108 | $1,376,437 | $1,393,283 | +$16,846 | +1.22% | |
| Blake Schutter Theil Wealth Advisors, Llc | 1.09% | 148,378 | $1,333,914 | $1,350,240 | +$16,326 | +1.22% | |
| Cetera Investment Advisers | 0.00% | 146,909 | $1,320,715 | $1,336,872 | +$16,157 | +1.22% | |
| Tandem Financial, Llc | 0.43% | 139,794 | $1,261,292 | $1,272,125 | +$10,833 | +0.86% | |
| Kestra Advisory Services, Llc | 0.00% | 137,427 | $1,235,469 | $1,250,586 | +$15,117 | +1.22% | |
| Citizens National Bank Trust Department | 0.20% | 136,095 | $1,223,494 | $1,238,465 | +$14,971 | +1.22% | |
| Alti Global, Inc. | 0.03% | 132,210 | $1,192,864 | $1,203,111 | +$10,247 | +0.86% | |
| Osaic Holdings, Inc. | 0.00% | 132,401 | $1,190,298 | $1,204,849 | +$14,551 | +1.22% | |
| Harmony Asset Management Llc | 0.35% | 128,200 | $1,152,518 | $1,166,620 | +$14,102 | +1.22% | |
| High Net Worth Advisory Group Llc | 0.26% | 123,000 | $1,105,770 | $1,119,300 | +$13,530 | +1.22% | |
| Smith, Moore & Co. | 0.08% | 119,091 | $1,070,632 | $1,083,728 | +$13,096 | +1.22% | |
| Hightower Advisors, Llc | 0.00% | 115,978 | $1,042,645 | $1,055,400 | +$12,755 | +1.22% | |
| Venturi Wealth Management, Llc | 0.05% | 115,692 | $1,040,068 | $1,052,797 | +$12,729 | +1.22% | |
| Accredited Investor Services, Llc | 0.66% | 115,028 | $1,034,102 | $1,046,755 | +$12,653 | +1.22% | |
| Ehrlich Financial Group | 0.59% | 114,669 | $1,030,874 | $1,043,488 | +$12,614 | +1.22% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.19% | 106,023 | $953,147 | $964,809 | +$11,662 | +1.22% | |
| Broyhill Asset Management, Llc | 0.93% | 105,310 | $946,737 | $958,321 | +$11,584 | +1.22% | |
| Invesco Ltd. | 0.00% | 104,525 | $939,680 | $951,178 | +$11,498 | +1.22% | |
| Benjamin Edwards Inc | 0.01% | 104,232 | $937,040 | $948,511 | +$11,471 | +1.22% |
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.