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Nuveen AMT-Free Municipal Value Fund

NUW
Exchange
NYSE
SEC CIK
0001450445

No open-market purchases or sales by Nuveen AMT-Free Municipal Value Fund insiders were filed in the last 90 days; 70 institutions reported holding it in 13F filings for Q2 2026, worth $93.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Mar 31, 2021. 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
52
No complete 13F data for Q4 2020
Shares held
2.76M
No complete 13F data for Q4 2020
Total value
$45.5M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting NUW 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.

Institutional holdersQ1 2021: 52 institutions
Q1 2021: 52 institutionsQ2 2021: 50 institutionsQ3 2021: 50 institutionsQ4 2021: 48 institutionsQ1 2022: 46 institutionsQ2 2022: 43 institutionsQ3 2022: 47 institutionsQ4 2022: 47 institutionsQ1 2023: 41 institutionsQ2 2023: 43 institutionsQ3 2023: 42 institutionsQ4 2023: 52 institutionsQ1 2024: 47 institutionsQ2 2024: 50 institutionsQ3 2024: 51 institutionsQ4 2024: 60 institutionsQ1 2025: 57 institutionsQ2 2025: 59 institutionsQ3 2025: 61 institutionsQ4 2025: 64 institutionsQ1 2026: 66 institutionsQ2 2026: 70 institutions
Value heldQ1 2021: $45.5M
Q1 2021: $45.5MQ2 2021: $49.6MQ3 2021: $49.5MQ4 2021: $51.4MQ1 2022: $54.1MQ2 2022: $62.8MQ3 2022: $62.2MQ4 2022: $77.8MQ1 2023: $79.9MQ2 2023: $84.6MQ3 2023: $85.5MQ4 2023: $95.3MQ1 2024: $90.2MQ2 2024: $96.0MQ3 2024: $96.3MQ4 2024: $93.6MQ1 2025: $87.4MQ2 2025: $85.5MQ3 2025: $91.1MQ4 2025: $92.0MQ1 2026: $91.9MQ2 2026: $93.9M
Institutions holding NUW and their total value by quarter
QuarterHoldersValue
Q2 202670$93.9M
Q1 202666$91.9M
Q4 202564$92.0M
Q3 202561$91.1M
Q2 202559$85.5M
Q1 202557$87.4M
Q4 202460$93.6M
Q3 202451$96.3M
Q2 202450$96.0M
Q1 202447$90.2M
Q4 202352$95.3M
Q3 202342$85.5M
Q2 202343$84.6M
Q1 202341$79.9M
Q4 202247$77.8M
Q3 202247$62.2M
Q2 202243$62.8M
Q1 202246$54.1M
Q4 202148$51.4M
Q3 202150$49.5M
Q2 202150$49.6M
Q1 202152$45.5M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NUW in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%––
Manchester Financial Inc106$2.00K0.00%––
The PNC Financial Services Group, Inc.451$7.00K0.00%––
American National Bank442$7.00K0.00%––
Jacobi Capital Management LLC550$9.00K0.00%––
Huntington National Bank–$17.0K0.00%––
Valley Brook Capital Group1,749$28.0K0.03%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,639$43.0K0.00%––
Kayne Anderson Rudnick Investment Management LLC2,800$46.0K0.00%––
Sterling Investment Advisors, Ltd.2,799$46.0K0.01%––
Citigroup Inc3,140$52.0K0.00%––
Harbour Investments, Inc.3,570$59.0K0.00%––
Ameritas Investment Company, LLC3,660$60.3K0.01%––
Spire Wealth Management4,000$66.0K0.00%––
Bessemer Group Inc4,155$68.0K0.00%––
NEXT Financial Group, Inc4,859$80.0K0.01%––
Thomas J. Herzfeld Advisors, Inc.5,000$82.0K0.04%––
Rockefeller Capital Management L.P.5,671$93.0K0.00%––
Belpointe Asset Management LLC6,800$112.0K0.01%––
Cullen/Frost Bankers, Inc.7,323$121.0K0.00%––
Tortoise Investment Management, LLC8,384$138.0K0.03%––
Wolverine Asset Management LLC8,979$147.0K0.00%––
Steward Partners Investment Advisory, LLC9,320$153.6K0.00%––
Johnson Financial Group, Inc.10,850$179.0K0.01%––
Creative Planning10,895$180.0K0.00%––
Advisor Group Holdings, Inc.11,422$188.0K0.00%––
Matisse Capital13,470$221.0K0.06%––
HighTower Advisors, LLC14,690$243.0K0.00%––
Davenport & Co LLC17,787$293.0K0.00%––
Truist Financial Corp20,000$330.0K0.00%––
Wealth Advisors of Tampa Bay, LLC20,000$330.0K0.20%––
Coastal Investment Advisors, Inc.24,419$402.0K0.11%––
UBS Group AG26,898$444.0K0.00%––
Cambridge Investment Research Advisors, Inc.30,845$508.0K0.00%––
Kestra Advisory Services, LLC34,676$571.0K0.01%––
Commonwealth Equity Services, LLC40,792$672.0K0.00%––
LPL Financial LLC43,080$710.0K0.00%––
Raymond James Financial Services Advisors, Inc.48,092$793.0K0.00%––
Park Avenue Securities LLC49,049$808.0K0.02%––
Envestnet Asset Management Inc49,959$823.0K0.00%––
Wakefield Asset Management LLLP54,134$892.0K0.36%––
Bank of America Corp54,147$893.0K0.00%––
Koshinski Asset Management, Inc.54,351$896.0K0.09%––
Hochman Cole Investment Advisors, Inc.54,885$905.0K0.38%––
Royal Bank of Canada60,015$989.0K0.00%––
Van Eck Associates Corp78,544$1.29M0.00%––
Rivernorth Capital Management, LLC79,540$1.31M0.08%––
Guggenheim Capital LLC121,914$2.01M0.01%––
Morgan Stanley161,034$2.65M0.00%––
Ameriprise Financial Inc170,968$2.82M0.00%––
Wells Fargo & Company256,432$4.23M0.00%––
1607 Capital Partners, LLC1,062,454$17.5M0.85%––