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, Q4 2025
Institutional positions in Nuveen California Municipal Value Fund as of Dec 31, 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
- 53
- −3 vs. Q3 2025
- Shares held
- 7.96M
- +472.8K (+6.3%) vs. Q3 2025
- Total value
- $71.2M
- +$4.67M (+7.0%) vs. Q3 2025
- New holders
- 5
- 16 more added
- Sold out
- 8
- 10 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,792,954 | $16.0M | 0.00% | +501,505+38.8% | Added |
| Morgan Stanley | 1,681,135 | $15.0M | 0.00% | −131,621−7.3% | Reduced |
| Advisors Asset Management, Inc. | 1,070,770 | $9.58M | 0.16% | +306,174+40.0% | Added |
| Guggenheim Capital LLC | 689,260 | $6.17M | 0.05% | −21,239−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 370,139 | $3.31M | 0.11% | +71,944+24.1% | Added |
| Wells Fargo & Company | 289,906 | $2.59M | 0.00% | −15,780−5.2% | Reduced |
| LPL Financial LLC | 285,143 | $2.55M | 0.00% | −6,378−2.2% | Reduced |
| Regatta Capital Group, LLC | 136,682 | $1.22M | 0.18% | 00.0% | Unchanged |
| Raymond James Financial Inc | 136,258 | $1.22M | 0.00% | −4,920−3.5% | Reduced |
| Royal Bank of Canada | 134,623 | $1.21M | 0.00% | −5,702−4.1% | Reduced |
| First Foundation Advisors | 121,244 | $1.09M | 0.04% | −37,949−23.8% | Reduced |
| Bank of America Corp | 105,577 | $944.9K | 0.00% | +9,597+10.0% | Added |
| Atlas Private Wealth Advisors | 85,533 | $765.5K | 0.18% | +5,750+7.2% | Added |
| Melfa Wealth Management, LLC | 81,101 | $725.9K | 0.42% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 69,436 | $663.1K | 0.20% | −6,826−9.0% | Reduced |
| Jones Financial Companies LLLP | 67,462 | $603.8K | 0.00% | +3,500+5.5% | Added |
| Stratos Wealth Partners, LTD. | 62,429 | $558.7K | 0.01% | +62,429 | New |
| Ducere Wealth Management LLC | 60,822 | $544.4K | 0.21% | +60,822 | New |
| Sterling Group Wealth Management, LLC | 53,993 | $483.2K | 0.23% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49,792 | $445.6K | 0.00% | +10,976+28.3% | Added |
| Arlington Financial Advisors, LLC | 40,000 | $358.0K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 39,527 | $353.8K | 0.01% | +185+0.5% | Added |
| Cetera Investment Advisers | 38,892 | $348.1K | 0.00% | −1,927−4.7% | Reduced |
| Wedbush Securities Inc | 35,764 | $320.0K | 0.01% | +2,000+5.9% | Added |
| D.A. Davidson & Co. | 29,347 | $262.7K | 0.00% | +1,650+6.0% | Added |
| HighTower Advisors, LLC | 27,511 | $246.2K | 0.00% | +1,111+4.2% | Added |
| Janney Montgomery Scott LLC | 27,327 | $245.0K | 0.00% | +157+0.6% | Added |
| Citadel Advisors LLC | 27,191 | $243.4K | 0.00% | +27,191 | New |
| SRS Capital Advisors, Inc. | 25,011 | $223.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 24,300 | $217.5K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 22,358 | $200.1K | 0.00% | +10,153+83.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 20,500 | $183.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 18,659 | $167.0K | 0.00% | −2,053−9.9% | Reduced |
| DKM Wealth Management, Inc. | 18,000 | $161.1K | 0.12% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 17,000 | $152.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,606 | $148.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,641 | $140.0K | 0.01% | +15,641 | New |
| Susquehanna International Group, LLP | 15,642 | $140.0K | 0.00% | +15,642 | New |
| Ieq Capital, LLC | 15,000 | $134.3K | 0.00% | +2,390+19.0% | Added |
| First Manhattan Co | 13,621 | $121.9K | 0.00% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 13,176 | $117.0K | 0.03% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,877 | $115.2K | 0.02% | +47+0.4% | Added |
| Farther Finance Advisors, LLC | 12,786 | $114.4K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $105.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,330 | $101.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,901 | $97.6K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,269 | $91.9K | 0.00% | +132+1.3% | Added |
| James Investment Research Inc | 10,230 | $91.6K | 0.01% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,000 | $89.5K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 7,500 | $67.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,110 | $63.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,655 | $41.7K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,500 | $13.4K | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −255,520−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −78,905−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −25,867−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −20,955−100.0% | Sold out |
| Summitry LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Watts Gwilliam & Co., LLC | – | – | – | – | Not filed |