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 |
|---|---|---|---|---|---|
| WFA of San Diego, LLC | 1,500 | $13.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,655 | $41.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,110 | $63.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,500 | $67.1K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,000 | $89.5K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 10,230 | $91.6K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,269 | $91.9K | 0.00% | +132+1.3% | Added |
| CI Private Wealth, LLC | 10,901 | $97.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,330 | $101.4K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $105.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,786 | $114.4K | 0.00% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,877 | $115.2K | 0.02% | +47+0.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 13,176 | $117.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 13,621 | $121.9K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,000 | $134.3K | 0.00% | +2,390+19.0% | Added |
| Susquehanna International Group, LLP | 15,642 | $140.0K | 0.00% | +15,642 | New |
| Virtu Financial LLC | 15,641 | $140.0K | 0.01% | +15,641 | New |
| Steward Partners Investment Advisory, LLC | 16,606 | $148.6K | 0.00% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 17,000 | $152.2K | 0.01% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 18,000 | $161.1K | 0.12% | 00.0% | Unchanged |
| Creative Planning | 18,659 | $167.0K | 0.00% | −2,053−9.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 20,500 | $183.5K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 22,358 | $200.1K | 0.00% | +10,153+83.2% | Added |
| MAI Capital Management | 24,300 | $217.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25,011 | $223.8K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27,191 | $243.4K | 0.00% | +27,191 | New |
| Janney Montgomery Scott LLC | 27,327 | $245.0K | 0.00% | +157+0.6% | Added |
| HighTower Advisors, LLC | 27,511 | $246.2K | 0.00% | +1,111+4.2% | Added |
| D.A. Davidson & Co. | 29,347 | $262.7K | 0.00% | +1,650+6.0% | Added |
| Wedbush Securities Inc | 35,764 | $320.0K | 0.01% | +2,000+5.9% | Added |
| Cetera Investment Advisers | 38,892 | $348.1K | 0.00% | −1,927−4.7% | Reduced |
| Mutual Advisors, LLC | 39,527 | $353.8K | 0.01% | +185+0.5% | Added |
| Arlington Financial Advisors, LLC | 40,000 | $358.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49,792 | $445.6K | 0.00% | +10,976+28.3% | Added |
| Sterling Group Wealth Management, LLC | 53,993 | $483.2K | 0.23% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 60,822 | $544.4K | 0.21% | +60,822 | New |
| Stratos Wealth Partners, LTD. | 62,429 | $558.7K | 0.01% | +62,429 | New |
| Jones Financial Companies LLLP | 67,462 | $603.8K | 0.00% | +3,500+5.5% | Added |
| Sweeney & Michel, LLC | 69,436 | $663.1K | 0.20% | −6,826−9.0% | Reduced |
| Melfa Wealth Management, LLC | 81,101 | $725.9K | 0.42% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 85,533 | $765.5K | 0.18% | +5,750+7.2% | Added |
| Bank of America Corp | 105,577 | $944.9K | 0.00% | +9,597+10.0% | Added |
| First Foundation Advisors | 121,244 | $1.09M | 0.04% | −37,949−23.8% | Reduced |
| Royal Bank of Canada | 134,623 | $1.21M | 0.00% | −5,702−4.1% | Reduced |
| Raymond James Financial Inc | 136,258 | $1.22M | 0.00% | −4,920−3.5% | Reduced |
| Regatta Capital Group, LLC | 136,682 | $1.22M | 0.18% | 00.0% | Unchanged |
| LPL Financial LLC | 285,143 | $2.55M | 0.00% | −6,378−2.2% | Reduced |
| Wells Fargo & Company | 289,906 | $2.59M | 0.00% | −15,780−5.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 370,139 | $3.31M | 0.11% | +71,944+24.1% | Added |
| Guggenheim Capital LLC | 689,260 | $6.17M | 0.05% | −21,239−3.0% | Reduced |
| Advisors Asset Management, Inc. | 1,070,770 | $9.58M | 0.16% | +306,174+40.0% | Added |
| Morgan Stanley | 1,681,135 | $15.0M | 0.00% | −131,621−7.3% | Reduced |
| UBS Group AG | 1,792,954 | $16.0M | 0.00% | +501,505+38.8% | Added |
| 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 |