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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, Q4 2023

Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Dec 31, 2023. 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
+10 vs. Q3 2023
Shares held
6.99M
+609.8K (+9.6%) vs. Q3 2023
Total value
$95.3M
+$9.77M (+11.4%) vs. Q3 2023
New holders
14
23 more added
Sold out
4
8 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

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 holdersQ4 2023: 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 heldQ4 2023: $95.3M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q3 2023.

Institutions holding NUW in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
1607 Capital Partners, LLC1,533,697$20.9M1.47%+49,500+3.3%Added
Karpus Management, Inc.1,076,067$14.7M0.45%−6,889−0.6%Reduced
Tortoise Investment Management, LLC821,310$11.2M1.52%+108,921+15.3%Added
Morgan Stanley543,553$7.41M0.00%+57,447+11.8%Added
Rivernorth Capital Management, LLC515,115$7.02M0.34%+103,665+25.2%Added
Guggenheim Capital LLC451,749$6.16M0.05%−12,941−2.8%Reduced
Hennion & Walsh Asset Management, Inc.394,268$5.37M0.31%+13,926+3.7%Added
UBS Group AG222,328$3.03M0.00%+12,459+5.9%Added
Wells Fargo & Company168,541$2.30M0.00%+8,921+5.6%Added
Bank of America Corp147,376$2.01M0.00%−80,833−35.4%Reduced
Van Eck Associates Corp131,853$1.80M0.00%+18,491+16.3%Added
Raymond James Financial Services Advisors, Inc.92,015$1.25M0.00%+19,366+26.7%Added
LPL Financial LLC84,476$1.15M0.00%+12,842+17.9%Added
Raymond James & Associates73,623$1.00M0.00%+5,426+8.0%Added
Bank of New York Mellon Corp56,793$774.1K0.00%+43,241+319.1%Added
Landscape Capital Management, L.L.C.47,113$642.1K0.06%+47,113New
Captrust Financial Advisors47,011$640.8K0.00%+47,011New
Koshinski Asset Management, Inc.46,247$630.3K0.10%+18,677+67.7%Added
Kestra Advisory Services, LLC44,292$603.7K0.00%+51+0.1%Added
Cambridge Investment Research Advisors, Inc.38,514$525.0K0.00%+20,004+108.1%Added
Ackerman Capital Advisors, LLC36,502$497.5K0.14%+36,502New
Melfa Wealth Management, LLC34,960$476.5K0.45%+47+0.1%Added
Palumbo Wealth Management LLC31,562$430.2K0.22%+31,562New
Commonwealth Equity Services, LLC31,193$425.0K0.00%+9,381+43.0%Added
Wolverine Asset Management LLC30,138$410.8K0.01%+30,138New
Coastal Investment Advisors, Inc.24,887$339.2K0.08%−388−1.5%Reduced
Atria Wealth Solutions, Inc.23,960$326.6K0.00%−1,995−7.7%Reduced
Tyche Wealth Partners LLC21,800$297.1K0.07%+21,800New
Access Financial Services, Inc.19,010$259.1K0.13%−1,800−8.6%Reduced
Nomura Holdings Inc18,617$253.8K0.00%+18,617New
Ameriprise Financial Inc16,971$231.3K0.00%−1,477−8.0%Reduced
Ahl Investment Management, Inc.16,301$222.2K0.18%+1,650+11.3%Added
Stephens Inc14,500$197.6K0.00%+14,500New
Royal Bank of Canada12,595$172.0K0.00%+263+2.1%Added
HighTower Advisors, LLC12,317$167.0K0.00%+1,714+16.2%Added
Weiss Asset Management LP12,023$163.9K0.01%+12,023New
Hilltop Holdings Inc.11,569$157.7K0.02%+13+0.1%Added
Ancora Advisors, LLC10,993$149.8K0.00%+10,993New
Breakwater Capital Group10,867$148.1K0.04%+10,867New
Crestone Asset Management LLC10,512$143.3K0.03%00.0%Unchanged
Elequin Capital LP9,428$128.5K0.04%+9,428New
Cullen/Frost Bankers, Inc.7,193$98.0K0.00%00.0%Unchanged
Clean Yield Group6,428$87.6K0.04%00.0%Unchanged
GWM Advisors LLC6,275$85.5K0.00%+80+1.3%Added
Comerica Bank6,117$83.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.5,663$77.2K0.00%−1,240−18.0%Reduced
Steward Partners Investment Advisory, LLC4,506$61.4K0.00%+4,506New
LM Advisors LLC3,550$48.4K0.01%+3,550New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,639$36.0K0.00%00.0%Unchanged
First PREMIER Bank650$9.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co303$4.13K0.00%+4+1.3%Added
Salomon & Ludwin, LLC1$130.00%00.0%Unchanged
Wakefield Asset Management LLLP0$00.00%−64,348−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−22,244−100.0%Sold out
JPMorgan Chase & Co0$00.00%−645−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−100−100.0%Sold out