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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $96 | 0.00% | +7 | New |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| WPG Advisers, LLC | 88 | $1.20K | 0.00% | −135−60.5% | Reduced |
| Transce3nd, LLC | 234 | $3.20K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 610 | $8.35K | 0.00% | +610 | New |
| Farther Finance Advisors, LLC | 967 | $13.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,063 | $14.5K | 0.00% | −635−37.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,480 | $47.6K | 0.00% | +24+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 4,331 | $59.2K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 4,725 | $64.6K | 0.06% | +4,725 | New |
| Comerica Bank | 5,510 | $75.4K | 0.00% | −8−0.1% | Reduced |
| Clean Yield Group | 6,428 | $87.9K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,634 | $90.8K | 0.00% | +70+1.1% | Added |
| Fairscale Capital, LLC | 9,270 | $126.9K | 0.09% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $136.8K | 0.00% | +10,000 | New |
| Wealth Management Associates, Inc. | 10,847 | $148.4K | 0.06% | +20+0.2% | Added |
| Susquehanna International Group, LLP | 11,336 | $155.1K | 0.00% | +446+4.1% | Added |
| Ameriprise Financial Inc | 12,000 | $164.2K | 0.00% | +12,000 | New |
| Advisor Group Holdings, Inc. | 12,397 | $169.6K | 0.00% | +180+1.5% | Added |
| Ancora Advisors, LLC | 12,693 | $173.6K | 0.00% | +1,700+15.5% | Added |
| Hilltop Holdings Inc. | 13,223 | $180.9K | 0.01% | +581+4.6% | Added |
| Stephens Inc | 16,880 | $230.9K | 0.00% | +2,500+17.4% | Added |
| Janney Montgomery Scott LLC | 19,159 | $262.0K | 0.00% | +19,159 | New |
| Creekside Partners | 20,000 | $273.6K | 0.13% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 21,800 | $298.2K | 0.06% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 23,015 | $314.8K | 0.12% | +11,607+101.7% | Added |
| Ackerman Capital Advisors, LLC | 23,118 | $316.3K | 0.07% | −4,592−16.6% | Reduced |
| Commonwealth Equity Services, LLC | 26,553 | $363.0K | 0.00% | +433+1.7% | Added |
| Hickory Point Bank & Trust | 27,300 | $373.5K | 0.30% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 29,468 | $403.1K | 0.00% | −22,993−43.8% | Reduced |
| Uniting Wealth Partners, LLC | 29,799 | $407.6K | 0.16% | 00.0% | Unchanged |
| SFI Advisors, LLC | 31,419 | $429.8K | 0.30% | −822−2.5% | Reduced |
| Melfa Wealth Management, LLC | 32,908 | $450.2K | 0.28% | +100.0% | Added |
| Royal Bank of Canada | 37,017 | $506.0K | 0.00% | +260+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,483 | $513.0K | 0.00% | −166−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 40,772 | $557.8K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 40,828 | $558.5K | 0.04% | +170.0% | Added |
| Access Financial Services, Inc. | 45,190 | $618.2K | 0.23% | +2,430+5.7% | Added |
| Kestra Advisory Services, LLC | 45,659 | $624.6K | 0.00% | +1,093+2.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 51,476 | $704.2K | 0.25% | +51,476 | New |
| Breakwater Capital Group | 51,557 | $705.3K | 0.11% | +33,428+184.4% | Added |
| Sanctuary Advisors, LLC | 68,567 | $938.0K | 0.01% | +4,799+7.5% | Added |
| Wells Fargo & Company | 77,409 | $1.06M | 0.00% | +1,986+2.6% | Added |
| Jones Financial Companies LLLP | 85,826 | $1.17M | 0.00% | +21,340+33.1% | Added |
| Ahl Investment Management, Inc. | 92,094 | $1.26M | 0.84% | +6,890+8.1% | Added |
| Van Eck Associates Corp | 108,803 | $1.49M | 0.00% | +695+0.6% | Added |
| Smartleaf Asset Management LLC | 124,051 | $1.69M | 0.15% | +124,051 | New |
| Bank of America Corp | 160,942 | $2.20M | 0.00% | −34,626−17.7% | Reduced |
| LPL Financial LLC | 164,301 | $2.25M | 0.00% | −11,264−6.4% | Reduced |
| UBS Group AG | 171,196 | $2.34M | 0.00% | −57,087−25.0% | Reduced |
| Captrust Financial Advisors | 222,471 | $3.04M | 0.01% | +20,983+10.4% | Added |
| Guggenheim Capital LLC | 296,921 | $4.06M | 0.03% | −31,747−9.7% | Reduced |
| Raymond James Financial Inc | 304,383 | $4.16M | 0.00% | +16,235+5.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 369,763 | $5.06M | 0.20% | +80,328+27.8% | Added |
| Rivernorth Capital Management, LLC | 429,247 | $5.87M | 0.32% | −22,991−5.1% | Reduced |
| Morgan Stanley | 703,092 | $9.62M | 0.00% | −57,138−7.5% | Reduced |
| Tortoise Investment Management, LLC | 816,221 | $11.2M | 1.07% | −120,386−12.9% | Reduced |
| 1607 Capital Partners, LLC | 1,278,060 | $17.5M | 1.42% | −25,078−1.9% | Reduced |
| 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 |