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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Wolff Wiese Magana LLC | 1,000 | $9.38K | 0.01% | +1,000 | New |
| Mather Group, LLC. | 1,215 | $11.4K | 0.00% | +1,215 | New |
| WFA of San Diego, LLC | 1,500 | $14.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,213 | $20.8K | 0.00% | +2,213 | New |
| Northwestern Mutual Wealth Management Co | 2,500 | $23.4K | 0.00% | +2,500 | New |
| Advisory Services Network, LLC | 3,727 | $35.0K | 0.00% | +3,727 | New |
| Parallel Advisors, LLC | 4,655 | $43.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,110 | $66.7K | 0.00% | +7,110 | New |
| Allworth Financial LP | 7,500 | $70.3K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,000 | $93.8K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 10,230 | $96.0K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,331 | $96.9K | 0.00% | +62+0.6% | Added |
| CI Private Wealth, LLC | 10,901 | $102.3K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,430 | $107.0K | 0.00% | −4,211−26.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $110.4K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,418 | $116.5K | 0.02% | −459−3.6% | Reduced |
| Sanctuary Advisors, LLC | 12,424 | $116.5K | 0.00% | −9,934−44.4% | Reduced |
| Farther Finance Advisors, LLC | 12,786 | $120.8K | 0.00% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 13,176 | $123.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 13,621 | $128.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,614 | $146.5K | 0.00% | +15,614 | New |
| Osborne Partners Capital Management, LLC | 17,000 | $159.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 17,458 | $163.8K | 0.00% | −1,201−6.4% | Reduced |
| SRS Capital Advisors, Inc. | 17,459 | $163.8K | 0.00% | −7,552−30.2% | Reduced |
| DKM Wealth Management, Inc. | 18,000 | $168.8K | 0.12% | 00.0% | Unchanged |
| MAI Capital Management | 21,463 | $201.3K | 0.00% | −2,837−11.7% | Reduced |
| Summit Trail Advisors, LLC | 23,979 | $224.9K | 0.00% | +23,979 | New |
| HighTower Advisors, LLC | 24,561 | $230.4K | 0.00% | −2,950−10.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,000 | $234.5K | 0.00% | +8,394+50.5% | Added |
| Janney Montgomery Scott LLC | 27,401 | $257.0K | 0.00% | +74+0.3% | Added |
| Cetera Investment Advisers | 27,883 | $261.5K | 0.00% | −11,009−28.3% | Reduced |
| D.A. Davidson & Co. | 34,657 | $325.1K | 0.00% | +5,310+18.1% | Added |
| Arlington Financial Advisors, LLC | 40,000 | $375.2K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 48,258 | $452.7K | 0.01% | +8,731+22.1% | Added |
| Wedbush Securities Inc | 51,904 | $487.0K | 0.01% | +16,140+45.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 52,654 | $493.9K | 0.02% | +32,154+156.8% | Added |
| Fiera Capital Corp | 53,763 | $504.3K | 0.00% | +53,763 | New |
| Sterling Group Wealth Management, LLC | 53,993 | $506.5K | 0.24% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 60,822 | $570.5K | 0.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 63,311 | $572.3K | 0.00% | −4,151−6.2% | Reduced |
| Advisor Group Holdings, Inc. | 66,747 | $626.1K | 0.00% | +16,955+34.1% | Added |
| Sweeney & Michel, LLC | 69,522 | $650.0K | 0.19% | +86+0.1% | Added |
| Stratos Wealth Partners, LTD. | 78,941 | $740.5K | 0.01% | +16,512+26.4% | Added |
| Melfa Wealth Management, LLC | 81,101 | $760.7K | 0.44% | 00.0% | Unchanged |
| Royal Bank of Canada | 115,074 | $1.08M | 0.00% | −19,549−14.5% | Reduced |
| First Foundation Advisors | 122,260 | $1.15M | 0.05% | +1,016+0.8% | Added |
| Raymond James Financial Inc | 135,722 | $1.27M | 0.00% | −536−0.4% | Reduced |
| Atlas Private Wealth Advisors | 149,906 | $1.41M | 0.33% | +64,373+75.3% | Added |
| Bank of America Corp | 163,915 | $1.54M | 0.00% | +58,338+55.3% | Added |
| Regatta Capital Group, LLC | 182,877 | $1.72M | 0.26% | +46,195+33.8% | Added |
| Wells Fargo & Company | 272,279 | $2.55M | 0.00% | −17,627−6.1% | Reduced |
| LPL Financial LLC | 287,248 | $2.69M | 0.00% | +2,105+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 423,343 | $3.97M | 0.13% | +53,204+14.4% | Added |
| Guggenheim Capital LLC | 697,459 | $6.54M | 0.05% | +8,199+1.2% | Added |
| Advisors Asset Management, Inc. | 982,001 | $9.21M | 0.15% | −88,769−8.3% | Reduced |
| Morgan Stanley | 1,668,248 | $15.6M | 0.00% | −12,887−0.8% | Reduced |
| UBS Group AG | 2,074,672 | $19.5M | 0.00% | +281,718+15.7% | Added |
| 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 |