NUV Institutional Ownership & Shareholders
NUVEEN MUNICIPAL VALUE (NUV) is currently held by 221 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $388.87M 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 NUV tracked by InsiderSet, reporting ownership valued at approximately $69.51M 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 $62.88M, representing an estimated loss of -9.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
221
Total Reported Value
$388.87M
Largest Holder
Ubs Group Ag
Largest Position
$69.51M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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% | 7,539,511 | $69,514,291 | $62,879,522 | -$6,634,769 | -9.54% | |
| Morgan Stanley | 0.00% | 4,490,390 | $41,401,404 | $37,449,853 | -$3,951,551 | -9.54% | |
| Guggenheim Capital Llc | 0.19% | 3,244,551 | $29,914,760 | $27,059,555 | -$2,855,205 | -9.54% | |
| Hennion & Walsh Asset Management, Inc. | 0.72% | 2,956,757 | $24,511,516 | $24,659,353 | +$147,837 | +0.60% | |
| Raymond James Financial Inc | 0.01% | 2,216,433 | $20,435,515 | $18,485,051 | -$1,950,464 | -9.54% | |
| Wells Fargo & Company/Mn | 0.00% | 2,011,554 | $18,546,529 | $16,776,360 | -$1,770,169 | -9.54% | |
| Bank Of America Corp | 0.00% | 1,287,091 | $11,866,977 | $10,734,339 | -$1,132,638 | -9.54% | |
| Jones Financial Companies Lllp | 0.00% | 1,239,517 | $11,428,344 | $10,337,572 | -$1,090,772 | -9.54% | |
| Lpl Financial Llc | 0.00% | 1,176,708 | $10,849,249 | $9,813,745 | -$1,035,504 | -9.54% | |
| Van Eck Associates Corp | 0.01% | 1,098,087 | $10,124,362 | $9,158,046 | -$966,316 | -9.54% | |
| Congress Park Capital Llc | 1.92% | 881,632 | $7,308,730 | $7,352,811 | +$44,081 | +0.60% | |
| Granby Capital Management, Llc | 3.54% | 736,112 | $6,787,000 | $6,139,174 | -$647,826 | -9.55% | |
| Mercer Global Advisors Inc | 0.01% | 731,241 | $6,742,039 | $6,098,550 | -$643,489 | -9.54% | |
| Stifel Financial Corp | 0.01% | 688,784 | $6,350,598 | $5,744,459 | -$606,139 | -9.54% | |
| Chicago Partners Investment Group Llc | 0.10% | 653,430 | $5,377,728 | $5,449,606 | +$71,878 | +1.34% | |
| Royal Bank Of Canada | 0.00% | 570,630 | $5,262,000 | $4,759,054 | -$502,946 | -9.56% | |
| Commonwealth Equity Services, Llc | 0.01% | 551,272 | $5,082,725 | $4,597,608 | -$485,117 | -9.54% | |
| Prospera Financial Services Inc | 0.06% | 476,073 | $4,389,428 | $3,970,449 | -$418,979 | -9.55% | |
| Rockefeller Capital Management L.P. | 0.01% | 472,626 | $4,357,619 | $3,941,701 | -$415,918 | -9.54% | |
| Bar Harbor Wealth Management | 0.23% | 494,825 | $4,102,099 | $4,126,841 | +$24,742 | +0.60% | |
| Ehrlich Financial Group | 1.56% | 364,696 | $3,023,330 | $3,041,565 | +$18,235 | +0.60% | |
| Ameriprise Financial Inc | 0.00% | 266,442 | $2,457,022 | $2,222,126 | -$234,896 | -9.56% | |
| Bfsg, Llc | 0.21% | 294,269 | $2,439,491 | $2,454,203 | +$14,712 | +0.60% | |
| Roman Butler Fullerton & Co | 0.51% | 266,253 | $2,207,239 | $2,220,550 | +$13,311 | +0.60% | |
| Sanctuary Advisors, Llc | 0.01% | 223,189 | $2,057,802 | $1,861,396 | -$196,406 | -9.54% | |
| Baird Financial Group, Inc. | 0.00% | 221,506 | $2,042,285 | $1,847,360 | -$194,925 | -9.54% | |
| Koshinski Asset Management, Inc. | 0.09% | 209,298 | $1,735,078 | $1,745,545 | +$10,467 | +0.60% | |
| Pks Advisory Services, Llc | 0.26% | 175,587 | $1,618,918 | $1,464,396 | -$154,522 | -9.54% | |
| Dynamic Financial Group | 1.16% | 192,000 | $1,591,677 | $1,601,280 | +$9,603 | +0.60% | |
| Citizens National Bank Trust Department | 0.23% | 169,770 | $1,565,279 | $1,415,882 | -$149,397 | -9.54% | |
| Ibex Wealth Advisors | 0.12% | 160,447 | $1,479,328 | $1,338,128 | -$141,200 | -9.54% | |
| Tandem Financial, Llc | 0.45% | 152,594 | $1,411,876 | $1,272,634 | -$139,242 | -9.86% | |
| Janney Montgomery Scott Llc | 0.00% | 150,626 | $1,389,000 | $1,256,221 | -$132,779 | -9.56% | |
| Blake Schutter Theil Wealth Advisors, Llc | 0.93% | 148,378 | $1,368,041 | $1,237,473 | -$130,568 | -9.54% | |
| Cresta Advisors, Ltd. | 0.59% | 161,840 | $1,341,654 | $1,349,746 | +$8,092 | +0.60% | |
| Mathes Company, Inc. | 0.42% | 145,000 | $1,337,000 | $1,209,300 | -$127,700 | -9.55% | |
| Redwood Family Wealth Llc | 1.18% | 160,740 | $1,332,531 | $1,340,572 | +$8,041 | +0.60% | |
| Cetera Investment Advisers | 0.00% | 144,022 | $1,327,891 | $1,201,143 | -$126,748 | -9.55% | |
| Kestra Advisory Services, Llc | 0.00% | 143,685 | $1,324,772 | $1,198,333 | -$126,439 | -9.54% | |
| High Net Worth Advisory Group Llc | 0.28% | 158,800 | $1,316,452 | $1,324,392 | +$7,940 | +0.60% | |
| Alti Global, Inc. | 0.03% | 142,210 | $1,315,473 | $1,186,031 | -$129,442 | -9.84% | |
| Osaic Holdings, Inc. | 0.00% | 140,428 | $1,294,767 | $1,171,170 | -$123,597 | -9.55% | |
| Smith, Moore & Co. | 0.07% | 119,388 | $1,100,755 | $995,696 | -$105,059 | -9.54% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.18% | 132,025 | $1,094,487 | $1,101,089 | +$6,602 | +0.60% | |
| Venturi Wealth Management, Llc | 0.04% | 115,754 | $1,067,250 | $965,388 | -$101,862 | -9.54% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 113,359 | $1,045,170 | $945,414 | -$99,756 | -9.54% | |
| Breakwater Capital Group | 0.12% | 124,066 | $1,028,503 | $1,034,710 | +$6,207 | +0.60% | |
| Benjamin Edwards Inc | 0.01% | 110,602 | $1,019,746 | $922,421 | -$97,325 | -9.54% | |
| Harmony Asset Management Llc | 0.25% | 119,600 | $991,484 | $997,464 | +$5,980 | +0.60% | |
| Invesco Ltd. | 0.00% | 104,283 | $961,489 | $869,720 | -$91,769 | -9.54% |
Frequently asked questions about NUV
Who are the largest institutional holders of NUV?
The largest institutional holders of NUV reported in the latest SEC Form 13F filings include Ubs Group Ag, Morgan Stanley, Guggenheim Capital Llc, Hennion & Walsh Asset Management, Inc., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported NUV position.
What is NUV institutional ownership?
This page tracks NUV positions reported by institutional investment managers through SEC Form 13F. NUVEEN MUNICIPAL VALUE (NUV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NUV?
InsiderSet currently tracks 221 institutional managers reporting NUV 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 NUV shareholders.
How much NUV stock do institutions own?
Institutional investment managers disclosed approximately $388.87M in NUV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NUV institutional ownership last updated?
The latest NUV 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 NUV 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 NUV position after the reporting date.
Are institutions buying or selling NUV?
Institutional buying and selling can be analyzed by comparing NUV positions across consecutive 13F reporting periods. InsiderSet's NUV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NUV ownership changes.
How has NUV institutional ownership changed over time?
InsiderSet tracks NUV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.