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, Q2 2026
Institutional positions in Nuveen California Municipal Value Fund as of Jun 30, 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
- 0 vs. Q1 2026
- Shares held
- 8.87M
- +445.0K (+5.3%) vs. Q1 2026
- Total value
- $82.8M
- +$3.74M (+4.7%) vs. Q1 2026
- New holders
- 6
- 26 more added
- Sold out
- 6
- 7 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $9.33K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,215 | $11.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,234 | $20.8K | 0.00% | +21+0.9% | Added |
| Parallel Advisors, LLC | 4,655 | $43.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,110 | $66.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,500 | $70.0K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,000 | $93.3K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 10,230 | $95.4K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,901 | $101.7K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $109.8K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 11,793 | $110.0K | 0.00% | +11,793 | New |
| RB Capital Management, LLC | 12,461 | $116.3K | 0.02% | +43+0.3% | Added |
| Farther Finance Advisors, LLC | 12,786 | $119.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,863 | $120.0K | 0.00% | +12,863 | New |
| Investor's Fiduciary Advisor Network, LLC | 13,176 | $122.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 13,621 | $127.5K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 14,128 | $131.8K | 0.00% | +1,704+13.7% | Added |
| Creative Planning | 15,458 | $144.2K | 0.00% | −2,000−11.5% | Reduced |
| Ackerman Capital Advisors, LLC | 16,799 | $156.7K | 0.03% | +16,799 | New |
| Osborne Partners Capital Management, LLC | 17,000 | $158.6K | 0.01% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 18,000 | $167.9K | 0.11% | 00.0% | Unchanged |
| Readystate Asset Management LP | 18,061 | $168.5K | 0.01% | +18,061 | New |
| Mission Wealth Management, LP | 19,222 | $179.3K | 0.00% | +19,222 | New |
| PFG Investments, LLC | 20,495 | $191.2K | 0.01% | +10,164+98.4% | Added |
| Private Advisor Group, LLC | 21,084 | $196.7K | 0.00% | +21,084 | New |
| HighTower Advisors, LLC | 24,561 | $229.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 25,528 | $238.3K | 0.00% | +4,065+18.9% | Added |
| Steward Partners Investment Advisory, LLC | 26,300 | $245.4K | 0.00% | +1,300+5.2% | Added |
| Janney Montgomery Scott LLC | 27,520 | $257.0K | 0.00% | +119+0.4% | Added |
| Cetera Investment Advisers | 32,629 | $304.4K | 0.00% | +4,746+17.0% | Added |
| D.A. Davidson & Co. | 33,007 | $308.0K | 0.00% | −1,650−4.8% | Reduced |
| SRS Capital Advisors, Inc. | 34,918 | $325.8K | 0.00% | +17,459+100.0% | Added |
| Arlington Financial Advisors, LLC | 40,000 | $373.2K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 45,186 | $421.6K | 0.01% | +21,207+88.4% | Added |
| Sterling Group Wealth Management, LLC | 53,993 | $503.8K | 0.21% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 55,895 | $521.5K | 0.01% | +7,637+15.8% | Added |
| Sweeney & Michel, LLC | 64,704 | $589.4K | 0.15% | −4,818−6.9% | Reduced |
| Jones Financial Companies LLLP | 63,431 | $591.8K | 0.00% | +120+0.2% | Added |
| Wedbush Securities Inc | 65,004 | $606.0K | 0.02% | +13,100+25.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 66,022 | $616.0K | 0.02% | +13,368+25.4% | Added |
| Melfa Wealth Management, LLC | 80,949 | $755.3K | 0.41% | −152−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 93,713 | $874.4K | 0.00% | +26,966+40.4% | Added |
| First Foundation Advisors | 94,232 | $879.2K | 0.03% | −28,028−22.9% | Reduced |
| Stratos Wealth Partners, LTD. | 95,361 | $889.7K | 0.01% | +16,420+20.8% | Added |
| Fiera Capital Corp | 104,292 | $973.0K | 0.00% | +50,529+94.0% | Added |
| Royal Bank of Canada | 138,719 | $1.29M | 0.00% | +23,645+20.5% | Added |
| Raymond James Financial Inc | 151,108 | $1.41M | 0.00% | +15,386+11.3% | Added |
| Bank of America Corp | 165,245 | $1.54M | 0.00% | +1,330+0.8% | Added |
| Regatta Capital Group, LLC | 182,877 | $1.71M | 0.23% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 210,292 | $1.96M | 0.43% | +60,386+40.3% | Added |
| Wells Fargo & Company | 305,316 | $2.85M | 0.00% | +33,037+12.1% | Added |
| LPL Financial LLC | 324,657 | $3.03M | 0.00% | +37,409+13.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 462,105 | $4.31M | 0.12% | +38,762+9.2% | Added |
| Guggenheim Capital LLC | 684,431 | $6.39M | 0.04% | −13,028−1.9% | Reduced |
| Advisors Asset Management, Inc. | 977,089 | $9.12M | 0.14% | −4,912−0.5% | Reduced |
| Morgan Stanley | 1,668,903 | $15.6M | 0.00% | +6550.0% | Added |
| UBS Group AG | 2,170,465 | $20.3M | 0.00% | +95,793+4.6% | Added |
| Ducere Wealth Management LLC | 0 | $0 | 0.00% | −60,822−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −15,614−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,430−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |