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, Q2 2025
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Jun 30, 2025. 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
- 59
- +2 vs. Q1 2025
- Shares held
- 6.25M
- −110.7K (−1.7%) vs. Q1 2025
- Total value
- $85.5M
- −$1.94M (−2.2%) vs. Q1 2025
- New holders
- 9
- 24 more added
- Sold out
- 7
- 15 more reduced
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 70 | $93.9M |
| Q1 2026 | 66 | $91.9M |
| Q4 2025 | 64 | $92.0M |
| Q3 2025 | 61 | $91.1M |
| Q2 2025 | 59 | $85.5M |
| Q1 2025 | 57 | $87.4M |
| Q4 2024 | 60 | $93.6M |
| Q3 2024 | 51 | $96.3M |
| Q2 2024 | 50 | $96.0M |
| Q1 2024 | 47 | $90.2M |
| Q4 2023 | 52 | $95.3M |
| Q3 2023 | 42 | $85.5M |
| Q2 2023 | 43 | $84.6M |
| Q1 2023 | 41 | $79.9M |
| Q4 2022 | 47 | $77.8M |
| Q3 2022 | 47 | $62.2M |
| Q2 2022 | 43 | $62.8M |
| Q1 2022 | 46 | $54.1M |
| Q4 2021 | 48 | $51.4M |
| Q3 2021 | 50 | $49.5M |
| Q2 2021 | 50 | $49.6M |
| Q1 2021 | 52 | $45.5M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,278,060 | $17.5M | 1.42% | −25,078−1.9% | Reduced |
| Tortoise Investment Management, LLC | 816,221 | $11.2M | 1.07% | −120,386−12.9% | Reduced |
| Morgan Stanley | 703,092 | $9.62M | 0.00% | −57,138−7.5% | Reduced |
| Rivernorth Capital Management, LLC | 429,247 | $5.87M | 0.32% | −22,991−5.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 369,763 | $5.06M | 0.20% | +80,328+27.8% | Added |
| Raymond James Financial Inc | 304,383 | $4.16M | 0.00% | +16,235+5.6% | Added |
| Guggenheim Capital LLC | 296,921 | $4.06M | 0.03% | −31,747−9.7% | Reduced |
| Captrust Financial Advisors | 222,471 | $3.04M | 0.01% | +20,983+10.4% | Added |
| UBS Group AG | 171,196 | $2.34M | 0.00% | −57,087−25.0% | Reduced |
| LPL Financial LLC | 164,301 | $2.25M | 0.00% | −11,264−6.4% | Reduced |
| Bank of America Corp | 160,942 | $2.20M | 0.00% | −34,626−17.7% | Reduced |
| Smartleaf Asset Management LLC | 124,051 | $1.69M | 0.15% | +124,051 | New |
| Van Eck Associates Corp | 108,803 | $1.49M | 0.00% | +695+0.6% | Added |
| Ahl Investment Management, Inc. | 92,094 | $1.26M | 0.84% | +6,890+8.1% | Added |
| Jones Financial Companies LLLP | 85,826 | $1.17M | 0.00% | +21,340+33.1% | Added |
| Wells Fargo & Company | 77,409 | $1.06M | 0.00% | +1,986+2.6% | Added |
| Sanctuary Advisors, LLC | 68,567 | $938.0K | 0.01% | +4,799+7.5% | Added |
| Breakwater Capital Group | 51,557 | $705.3K | 0.11% | +33,428+184.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 51,476 | $704.2K | 0.25% | +51,476 | New |
| Kestra Advisory Services, LLC | 45,659 | $624.6K | 0.00% | +1,093+2.5% | Added |
| Access Financial Services, Inc. | 45,190 | $618.2K | 0.23% | +2,430+5.7% | Added |
| Koshinski Asset Management, Inc. | 40,828 | $558.5K | 0.04% | +170.0% | Added |
| Dynamic Advisor Solutions LLC | 40,772 | $557.8K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 37,483 | $513.0K | 0.00% | −166−0.4% | Reduced |
| Royal Bank of Canada | 37,017 | $506.0K | 0.00% | +260+0.7% | Added |
| Melfa Wealth Management, LLC | 32,908 | $450.2K | 0.28% | +100.0% | Added |
| SFI Advisors, LLC | 31,419 | $429.8K | 0.30% | −822−2.5% | Reduced |
| Uniting Wealth Partners, LLC | 29,799 | $407.6K | 0.16% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 29,468 | $403.1K | 0.00% | −22,993−43.8% | Reduced |
| Hickory Point Bank & Trust | 27,300 | $373.5K | 0.30% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,553 | $363.0K | 0.00% | +433+1.7% | Added |
| Ackerman Capital Advisors, LLC | 23,118 | $316.3K | 0.07% | −4,592−16.6% | Reduced |
| Coastal Investment Advisors, Inc. | 23,015 | $314.8K | 0.12% | +11,607+101.7% | Added |
| Tyche Wealth Partners LLC | 21,800 | $298.2K | 0.06% | 00.0% | Unchanged |
| Creekside Partners | 20,000 | $273.6K | 0.13% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,159 | $262.0K | 0.00% | +19,159 | New |
| Stephens Inc | 16,880 | $230.9K | 0.00% | +2,500+17.4% | Added |
| Hilltop Holdings Inc. | 13,223 | $180.9K | 0.01% | +581+4.6% | Added |
| Ancora Advisors, LLC | 12,693 | $173.6K | 0.00% | +1,700+15.5% | Added |
| Advisor Group Holdings, Inc. | 12,397 | $169.6K | 0.00% | +180+1.5% | Added |
| Ameriprise Financial Inc | 12,000 | $164.2K | 0.00% | +12,000 | New |
| Susquehanna International Group, LLP | 11,336 | $155.1K | 0.00% | +446+4.1% | Added |
| Wealth Management Associates, Inc. | 10,847 | $148.4K | 0.06% | +20+0.2% | Added |
| Nomura Holdings Inc | 10,000 | $136.8K | 0.00% | +10,000 | New |
| Fairscale Capital, LLC | 9,270 | $126.9K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,634 | $90.8K | 0.00% | +70+1.1% | Added |
| Clean Yield Group | 6,428 | $87.9K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 5,510 | $75.4K | 0.00% | −8−0.1% | Reduced |
| Traub Capital Management LLC | 4,725 | $64.6K | 0.06% | +4,725 | New |
| Northwestern Mutual Wealth Management Co | 4,331 | $59.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,480 | $47.6K | 0.00% | +24+0.7% | Added |
| Geneos Wealth Management Inc. | 1,063 | $14.5K | 0.00% | −635−37.4% | Reduced |
| Farther Finance Advisors, LLC | 967 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 610 | $8.35K | 0.00% | +610 | New |
| Transce3nd, LLC | 234 | $3.20K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 88 | $1.20K | 0.00% | −135−60.5% | Reduced |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Addison Advisors LLC | 7 | $96 | 0.00% | +7 | New |
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −110,844−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −22,161−100.0% | Sold out |
| Williams & Novak, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −7,193−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −115−100.0% | Sold out |