NUVEEN AMT-FREE MUNI VAL (NUW) Top Institutional Shareholders
NUVEEN AMT-FREE MUNI VAL (NUW) 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 $88.58M in NUW holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of NUW tracked by InsiderSet, reporting ownership valued at approximately $15.57M 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 $15.43M, representing an estimated loss of -0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed NUW value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, Morgan Stanley, Tortoise Investment Management, Llc, and several other long-term asset managers with concentrated positions in NUVEEN AMT-FREE MUNI VAL (NUW).
This page ranks the largest institutional NUW 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
65
Total Reported Value
$88.58M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$15.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 1.12% | 1,086,368 | $15,567,653 | $15,426,426 | -$141,227 | -0.91% | |
| Morgan Stanley | 0.00% | 658,746 | $9,439,853 | $9,354,193 | -$85,660 | -0.91% | |
| Tortoise Investment Management, Llc | 0.62% | 525,107 | $7,524,783 | $7,456,519 | -$68,264 | -0.91% | |
| Guggenheim Capital Llc | 0.05% | 445,917 | $6,389,991 | $6,332,021 | -$57,970 | -0.91% | |
| Hennion & Walsh Asset Management, Inc. | 0.21% | 430,914 | $6,174,998 | $6,118,979 | -$56,019 | -0.91% | |
| Rivernorth Capital Management, Llc | 0.30% | 419,476 | $6,011,091 | $5,956,559 | -$54,532 | -0.91% | |
| Raymond James Financial Inc | 0.00% | 360,201 | $5,161,679 | $5,114,854 | -$46,825 | -0.91% | |
| Captrust Financial Advisors | 0.01% | 272,562 | $3,900,437 | $3,870,380 | -$30,057 | -0.77% | |
| Jones Financial Companies Lllp | 0.00% | 258,412 | $3,589,346 | $3,669,450 | +$80,104 | +2.23% | |
| Lpl Financial Llc | 0.00% | 216,364 | $3,100,490 | $3,072,369 | -$28,121 | -0.91% | |
| Ubs Group Ag | 0.00% | 156,623 | $2,244,407 | $2,224,047 | -$20,360 | -0.91% | |
| Bank Of America Corp | 0.00% | 155,713 | $2,231,371 | $2,211,125 | -$20,246 | -0.91% | |
| Invesco Ltd. | 0.00% | 98,874 | $1,416,864 | $1,404,011 | -$12,853 | -0.91% | |
| Smartleaf Asset Management Llc | 0.04% | 82,366 | $1,145,711 | $1,169,597 | +$23,886 | +2.08% | |
| Wells Fargo & Company/Mn | 0.00% | 77,890 | $1,116,160 | $1,106,038 | -$10,122 | -0.91% | |
| Sanctuary Advisors, Llc | 0.01% | 74,695 | $1,070,377 | $1,060,669 | -$9,708 | -0.91% | |
| Breakwater Capital Group | 0.11% | 57,371 | $822,126 | $814,668 | -$7,458 | -0.91% | |
| Koshinski Asset Management, Inc. | 0.04% | 48,690 | $697,732 | $691,398 | -$6,334 | -0.91% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 47,040 | $674,083 | $667,968 | -$6,115 | -0.91% | |
| Midwest Financial Group Llc | 0.26% | 42,199 | $604,712 | $599,226 | -$5,486 | -0.91% | |
| Dynamic Advisor Solutions Llc | 0.02% | 40,772 | $584,263 | $578,962 | -$5,301 | -0.91% | |
| Kestra Advisory Services, Llc | 0.00% | 40,247 | $576,732 | $571,507 | -$5,225 | -0.91% | |
| Access Financial Services, Inc. | 0.20% | 39,285 | $562,954 | $557,847 | -$5,107 | -0.91% | |
| Fiera Capital Corp | 0.00% | 35,317 | $506,093 | $501,501 | -$4,592 | -0.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,957 | $486,602 | $482,189 | -$4,413 | -0.91% | |
| Melfa Wealth Management, Inc. | 0.27% | 32,935 | $471,958 | $467,677 | -$4,281 | -0.91% | |
| Royal Bank Of Canada | 0.00% | 32,870 | $471,000 | $466,754 | -$4,246 | -0.90% | |
| Uniting Wealth Partners, Llc | 0.09% | 29,799 | $428,465 | $423,146 | -$5,319 | -1.24% | |
| Hickory Point Bank & Trust | 0.26% | 27,300 | $391,209 | $387,660 | -$3,549 | -0.91% | |
| Osaic Holdings, Inc. | 0.00% | 26,553 | $380,503 | $377,053 | -$3,450 | -0.91% | |
| Carnegie Investment Counsel | 0.01% | 23,126 | $331,396 | $328,389 | -$3,007 | -0.91% | |
| Realta Investment Advisors | 0.11% | 23,015 | $329,805 | $326,813 | -$2,992 | -0.91% | |
| Tyche Wealth Partners Llc | 0.05% | 21,800 | $312,401 | $309,560 | -$2,841 | -0.91% | |
| Ackerman Capital Advisors, Llc | 0.06% | 21,505 | $308,167 | $305,371 | -$2,796 | -0.91% | |
| Hightower Advisors, Llc | 0.00% | 20,574 | $294,832 | $292,151 | -$2,681 | -0.91% | |
| Creekside Partners | 0.12% | 20,000 | $286,600 | $284,000 | -$2,600 | -0.91% | |
| Bank Of New York Mellon Corp | 0.00% | 19,729 | $282,715 | $280,152 | -$2,563 | -0.91% | |
| Sax Wealth Advisors, Llc | 0.01% | 19,419 | $277,886 | $275,750 | -$2,136 | -0.77% | |
| Stephens Inc | 0.00% | 18,180 | $260,519 | $258,156 | -$2,363 | -0.91% | |
| Summit Trail Advisors, Llc | 0.00% | 15,498 | $222,086 | $220,072 | -$2,014 | -0.91% | |
| D.A. Davidson & Co. | 0.00% | 14,000 | $200,620 | $198,800 | -$1,820 | -0.91% | |
| Ameriprise Financial Inc | 0.00% | 13,529 | $193,871 | $192,112 | -$1,759 | -0.91% | |
| Aviance Capital Partners, Llc | 0.02% | 13,317 | $190,833 | $189,101 | -$1,732 | -0.91% | |
| Hilltop Holdings Inc. | 0.02% | 13,282 | $190,324 | $188,604 | -$1,720 | -0.90% | |
| Redwood Family Wealth Llc | 0.17% | 12,300 | $176,259 | $174,660 | -$1,599 | -0.91% | |
| Cetera Investment Advisers | 0.00% | 11,454 | $164,136 | $162,647 | -$1,489 | -0.91% | |
| Disciplined Investments, Llc | 0.05% | 10,208 | $146,287 | $144,954 | -$1,333 | -0.91% | |
| Fairscale Capital, Llc | 0.09% | 9,270 | $133,289 | $131,634 | -$1,655 | -1.24% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,648 | $109,600 | $108,602 | -$998 | -0.91% | |
| Clean Yield Group | 0.03% | 6,428 | $92,109 | $91,278 | -$831 | -0.90% |
Frequently asked questions about NUW
Who owns the most NUW stock?
The largest holders of NUW 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 AMT-FREE MUNI VAL (NUW).
Is NUW widely held by superinvestors?
Many widely followed stocks like NUW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NUW 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.