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, Q1 2026
Institutional positions in Nuveen California Municipal Value Fund as of Mar 31, 2026. 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
- 58
- +6 vs. Q4 2025
- Shares held
- 8.43M
- +478.4K (+6.0%) vs. Q4 2025
- Total value
- $79.0M
- +$7.84M (+11.0%) vs. Q4 2025
- New holders
- 10
- 18 more added
- Sold out
- 4
- 14 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 2,074,672 | $19.5M | 0.00% | +281,718+15.7% | Added |
| Morgan Stanley | 1,668,248 | $15.6M | 0.00% | −12,887−0.8% | Reduced |
| Advisors Asset Management, Inc. | 982,001 | $9.21M | 0.15% | −88,769−8.3% | Reduced |
| Guggenheim Capital LLC | 697,459 | $6.54M | 0.05% | +8,199+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 423,343 | $3.97M | 0.13% | +53,204+14.4% | Added |
| LPL Financial LLC | 287,248 | $2.69M | 0.00% | +2,105+0.7% | Added |
| Wells Fargo & Company | 272,279 | $2.55M | 0.00% | −17,627−6.1% | Reduced |
| Regatta Capital Group, LLC | 182,877 | $1.72M | 0.26% | +46,195+33.8% | Added |
| Bank of America Corp | 163,915 | $1.54M | 0.00% | +58,338+55.3% | Added |
| Atlas Private Wealth Advisors | 149,906 | $1.41M | 0.33% | +64,373+75.3% | Added |
| Raymond James Financial Inc | 135,722 | $1.27M | 0.00% | −536−0.4% | Reduced |
| First Foundation Advisors | 122,260 | $1.15M | 0.05% | +1,016+0.8% | Added |
| Royal Bank of Canada | 115,074 | $1.08M | 0.00% | −19,549−14.5% | Reduced |
| Melfa Wealth Management, LLC | 81,101 | $760.7K | 0.44% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 78,941 | $740.5K | 0.01% | +16,512+26.4% | Added |
| Sweeney & Michel, LLC | 69,522 | $650.0K | 0.19% | +86+0.1% | Added |
| Advisor Group Holdings, Inc. | 66,747 | $626.1K | 0.00% | +16,955+34.1% | Added |
| Jones Financial Companies LLLP | 63,311 | $572.3K | 0.00% | −4,151−6.2% | Reduced |
| Ducere Wealth Management LLC | 60,822 | $570.5K | 0.23% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 53,993 | $506.5K | 0.24% | 00.0% | Unchanged |
| Fiera Capital Corp | 53,763 | $504.3K | 0.00% | +53,763 | New |
| Gerber Kawasaki Wealth & Investment Management | 52,654 | $493.9K | 0.02% | +32,154+156.8% | Added |
| Wedbush Securities Inc | 51,904 | $487.0K | 0.01% | +16,140+45.1% | Added |
| Mutual Advisors, LLC | 48,258 | $452.7K | 0.01% | +8,731+22.1% | Added |
| Arlington Financial Advisors, LLC | 40,000 | $375.2K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 34,657 | $325.1K | 0.00% | +5,310+18.1% | Added |
| Cetera Investment Advisers | 27,883 | $261.5K | 0.00% | −11,009−28.3% | Reduced |
| Janney Montgomery Scott LLC | 27,401 | $257.0K | 0.00% | +74+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 25,000 | $234.5K | 0.00% | +8,394+50.5% | Added |
| HighTower Advisors, LLC | 24,561 | $230.4K | 0.00% | −2,950−10.7% | Reduced |
| Summit Trail Advisors, LLC | 23,979 | $224.9K | 0.00% | +23,979 | New |
| MAI Capital Management | 21,463 | $201.3K | 0.00% | −2,837−11.7% | Reduced |
| DKM Wealth Management, Inc. | 18,000 | $168.8K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17,459 | $163.8K | 0.00% | −7,552−30.2% | Reduced |
| Creative Planning | 17,458 | $163.8K | 0.00% | −1,201−6.4% | Reduced |
| Osborne Partners Capital Management, LLC | 17,000 | $159.5K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 15,614 | $146.5K | 0.00% | +15,614 | New |
| First Manhattan Co | 13,621 | $128.2K | 0.00% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 13,176 | $123.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,786 | $120.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,424 | $116.5K | 0.00% | −9,934−44.4% | Reduced |
| RB Capital Management, LLC | 12,418 | $116.5K | 0.02% | −459−3.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $110.4K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,430 | $107.0K | 0.00% | −4,211−26.9% | Reduced |
| CI Private Wealth, LLC | 10,901 | $102.3K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,331 | $96.9K | 0.00% | +62+0.6% | Added |
| James Investment Research Inc | 10,230 | $96.0K | 0.01% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,000 | $93.8K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 7,500 | $70.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,110 | $66.7K | 0.00% | +7,110 | New |
| Parallel Advisors, LLC | 4,655 | $43.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,727 | $35.0K | 0.00% | +3,727 | New |
| Northwestern Mutual Wealth Management Co | 2,500 | $23.4K | 0.00% | +2,500 | New |
| IFP Advisors, Inc | 2,213 | $20.8K | 0.00% | +2,213 | New |
| WFA of San Diego, LLC | 1,500 | $14.1K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,215 | $11.4K | 0.00% | +1,215 | New |
| Wolff Wiese Magana LLC | 1,000 | $9.38K | 0.01% | +1,000 | New |
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −27,191−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,642−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −11,330−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |