Nuveen California Municipal Value Fund
NCA- Exchange
- NYSE
- SEC CIK
- 0000818851
No open-market purchases or sales by Nuveen California Municipal Value Fund insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $82.8M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Nuveen California Municipal Value Fund as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 57
- +2 vs. Q2 2025
- Shares held
- 7.50M
- +164.1K (+2.2%) vs. Q2 2025
- Total value
- $66.7M
- +$3.08M (+4.8%) vs. Q2 2025
- New holders
- 4
- 20 more added
- Sold out
- 2
- 10 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NCA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 58 | $82.8M |
| Q1 2026 | 58 | $79.0M |
| Q4 2025 | 53 | $71.2M |
| Q3 2025 | 57 | $66.7M |
| Q2 2025 | 55 | $63.6M |
| Q1 2025 | 54 | $64.1M |
| Q4 2024 | 61 | $63.7M |
| Q3 2024 | 58 | $64.4M |
| Q2 2024 | 61 | $61.8M |
| Q1 2024 | 61 | $64.7M |
| Q4 2023 | 63 | $63.8M |
| Q3 2023 | 55 | $58.6M |
| Q2 2023 | 57 | $60.0M |
| Q1 2023 | 61 | $63.6M |
| Q4 2022 | 62 | $61.5M |
| Q3 2022 | 54 | $48.9M |
| Q2 2022 | 60 | $50.4M |
| Q1 2022 | 56 | $45.0M |
| Q4 2021 | 58 | $42.9M |
| Q3 2021 | 49 | $44.0M |
| Q2 2021 | 54 | $47.5M |
| Q1 2021 | 60 | $44.5M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,500 | $13.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,727 | $33.2K | 0.00% | +3,727 | New |
| Tortoise Investment Management, LLC | 3,830 | $34.1K | 0.00% | −9,643−71.6% | Reduced |
| Parallel Advisors, LLC | 4,655 | $41.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,110 | $63.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,500 | $66.8K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,000 | $89.0K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,137 | $90.2K | 0.00% | +103+1.0% | Added |
| James Investment Research Inc | 10,230 | $91.0K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,901 | $97.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,330 | $101.0K | 0.00% | −1,470−11.5% | Reduced |
| Watts Gwilliam & Co., LLC | 11,700 | $104.1K | 0.02% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $104.8K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,205 | $108.6K | 0.00% | +123+1.0% | Added |
| Summitry LLC | 12,500 | $111.3K | 0.00% | +12,500 | New |
| Ieq Capital, LLC | 12,610 | $112.2K | 0.00% | +2,006+18.9% | Added |
| Farther Finance Advisors, LLC | 12,786 | $113.8K | 0.00% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,830 | $114.2K | 0.02% | +49+0.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 13,176 | $117.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 13,621 | $121.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,606 | $147.8K | 0.00% | +406+2.5% | Added |
| Osborne Partners Capital Management, LLC | 17,000 | $151.3K | 0.01% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 18,000 | $160.2K | 0.13% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 20,500 | $182.4K | 0.01% | +20,500 | New |
| Creative Planning | 20,712 | $184.3K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 20,955 | $186.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 24,300 | $216.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25,011 | $222.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 25,867 | $230.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 26,400 | $235.0K | 0.00% | +2,400+10.0% | Added |
| Janney Montgomery Scott LLC | 27,170 | $242.0K | 0.00% | +123+0.5% | Added |
| D.A. Davidson & Co. | 27,697 | $246.5K | 0.00% | +731+2.7% | Added |
| Wedbush Securities Inc | 33,764 | $300.0K | 0.01% | +6,300+22.9% | Added |
| Advisor Group Holdings, Inc. | 38,816 | $337.8K | 0.00% | +19,639+102.4% | Added |
| Mutual Advisors, LLC | 39,342 | $352.9K | 0.01% | +192+0.5% | Added |
| Arlington Financial Advisors, LLC | 40,000 | $356.0K | 0.05% | +40,000 | New |
| Cetera Investment Advisers | 40,819 | $363.3K | 0.00% | +5,198+14.6% | Added |
| Sterling Group Wealth Management, LLC | 53,993 | $480.5K | 0.24% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 63,962 | $557.7K | 0.00% | +18,831+41.7% | Added |
| Sweeney & Michel, LLC | 76,262 | $676.4K | 0.23% | +138+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 78,905 | $702.3K | 0.00% | −55,621−41.3% | Reduced |
| Atlas Private Wealth Advisors | 79,783 | $710.1K | 0.17% | −21,205−21.0% | Reduced |
| Melfa Wealth Management, LLC | 81,101 | $721.8K | 0.42% | 00.0% | Unchanged |
| Bank of America Corp | 95,980 | $854.2K | 0.00% | −23,004−19.3% | Reduced |
| Regatta Capital Group, LLC | 136,682 | $1.22M | 0.19% | 00.0% | Unchanged |
| Royal Bank of Canada | 140,325 | $1.25M | 0.00% | −10,048−6.7% | Reduced |
| Raymond James Financial Inc | 141,178 | $1.26M | 0.00% | +3,132+2.3% | Added |
| First Foundation Advisors | 159,193 | $1.42M | 0.05% | −58,009−26.7% | Reduced |
| 1607 Capital Partners, LLC | 255,520 | $2.27M | 0.17% | −80,128−23.9% | Reduced |
| LPL Financial LLC | 291,521 | $2.59M | 0.00% | +3,196+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 298,195 | $2.65M | 0.10% | +38,693+14.9% | Added |
| Wells Fargo & Company | 305,686 | $2.72M | 0.00% | −262−0.1% | Reduced |
| Guggenheim Capital LLC | 710,499 | $6.32M | 0.05% | −570−0.1% | Reduced |
| Advisors Asset Management, Inc. | 764,596 | $6.80M | 0.12% | +105,670+16.0% | Added |
| UBS Group AG | 1,291,449 | $11.5M | 0.00% | +147,752+12.9% | Added |
| Morgan Stanley | 1,812,756 | $16.1M | 0.00% | +18,524+1.0% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,980−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |