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, Q3 2025
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Sep 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
- 61
- +2 vs. Q2 2025
- Shares held
- 6.43M
- +176.3K (+2.8%) vs. Q2 2025
- Total value
- $91.1M
- +$5.58M (+6.5%) vs. Q2 2025
- New holders
- 8
- 22 more added
- Sold out
- 6
- 14 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,216,729 | $17.3M | 1.30% | −61,331−4.8% | Reduced |
| Morgan Stanley | 741,139 | $10.5M | 0.00% | +38,047+5.4% | Added |
| Tortoise Investment Management, LLC | 683,819 | $9.70M | 0.86% | −132,402−16.2% | Reduced |
| Guggenheim Capital LLC | 433,860 | $6.15M | 0.05% | +136,939+46.1% | Added |
| Rivernorth Capital Management, LLC | 429,247 | $6.09M | 0.35% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 343,207 | $4.87M | 0.18% | −26,556−7.2% | Reduced |
| Raymond James Financial Inc | 328,619 | $4.66M | 0.00% | +24,236+8.0% | Added |
| Captrust Financial Advisors | 245,790 | $3.49M | 0.01% | +23,319+10.5% | Added |
| LPL Financial LLC | 187,386 | $2.66M | 0.00% | +23,085+14.1% | Added |
| Jones Financial Companies LLLP | 179,715 | $2.52M | 0.00% | +93,889+109.4% | Added |
| UBS Group AG | 171,797 | $2.44M | 0.00% | +601+0.4% | Added |
| Bank of America Corp | 155,227 | $2.20M | 0.00% | −5,715−3.6% | Reduced |
| Van Eck Associates Corp | 116,702 | $1.66M | 0.00% | +7,899+7.3% | Added |
| Wells Fargo & Company | 88,226 | $1.25M | 0.00% | +10,817+14.0% | Added |
| Smartleaf Asset Management LLC | 85,399 | $1.20M | 0.07% | −38,652−31.2% | Reduced |
| Ahl Investment Management, Inc. | 81,149 | $1.15M | 0.79% | −10,945−11.9% | Reduced |
| Sanctuary Advisors, LLC | 73,858 | $1.05M | 0.01% | +5,291+7.7% | Added |
| Commonwealth Equity Services, LLC | 50,770 | $720.0K | 0.00% | +24,217+91.2% | Added |
| Breakwater Capital Group | 50,332 | $713.7K | 0.11% | −1,225−2.4% | Reduced |
| Access Financial Services, Inc. | 47,190 | $669.2K | 0.24% | +2,000+4.4% | Added |
| Midwest Financial Group LLC | 45,354 | $643.1K | 0.31% | +45,354 | New |
| Kestra Advisory Services, LLC | 41,589 | $589.7K | 0.00% | −4,070−8.9% | Reduced |
| Koshinski Asset Management, Inc. | 40,846 | $579.2K | 0.04% | +180.0% | Added |
| Dynamic Advisor Solutions LLC | 40,772 | $578.1K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 37,916 | $538.0K | 0.00% | +433+1.2% | Added |
| Melfa Wealth Management, LLC | 32,917 | $466.8K | 0.27% | +90.0% | Added |
| Invesco Ltd. | 31,603 | $448.1K | 0.00% | +31,603 | New |
| SFI Advisors, LLC | 31,419 | $445.5K | 0.28% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 29,799 | $424.0K | 0.10% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 29,455 | $417.7K | 0.00% | −130.0% | Reduced |
| Lee Financial Co | 28,871 | $410.8K | 0.05% | +28,871 | New |
| Ackerman Capital Advisors, LLC | 28,099 | $398.4K | 0.08% | +4,981+21.5% | Added |
| Royal Bank of Canada | 27,484 | $390.0K | 0.00% | −9,533−25.8% | Reduced |
| Hickory Point Bank & Trust | 27,300 | $387.1K | 0.29% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,923 | $342.6K | 0.00% | +12,526+101.0% | Added |
| Coastal Investment Advisors, Inc. | 23,015 | $326.4K | 0.11% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 21,800 | $309.1K | 0.05% | 00.0% | Unchanged |
| Creekside Partners | 20,000 | $283.6K | 0.12% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,159 | $272.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 17,180 | $243.6K | 0.00% | +300+1.8% | Added |
| D.A. Davidson & Co. | 14,000 | $198.5K | 0.00% | +14,000 | New |
| Hilltop Holdings Inc. | 13,561 | $192.3K | 0.01% | +338+2.6% | Added |
| Aviance Capital Partners, LLC | 12,999 | $184.3K | 0.02% | +12,999 | New |
| Wealth Management Associates, Inc. | 10,867 | $154.1K | 0.05% | +20+0.2% | Added |
| Ameriprise Financial Inc | 10,500 | $148.9K | 0.00% | −1,500−12.5% | Reduced |
| Disciplined Investments, LLC | 10,055 | $142.6K | 0.06% | +10,055 | New |
| Fairscale Capital, LLC | 9,270 | $131.9K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 6,428 | $91.1K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 5,510 | $78.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,845 | $68.7K | 0.00% | +1,365+39.2% | Added |
| GWM Advisors LLC | 4,528 | $64.2K | 0.00% | −2,106−31.7% | Reduced |
| Rockefeller Capital Management L.P. | 4,482 | $63.6K | 0.00% | +4,482 | New |
| Northwestern Mutual Wealth Management Co | 4,331 | $61.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,682 | $52.2K | 0.00% | −9,011−71.0% | Reduced |
| Farther Finance Advisors, LLC | 967 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 610 | $8.65K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 449 | $6.37K | 0.00% | +449 | New |
| WPG Advisers, LLC | 92 | $1.30K | 0.00% | +4+4.5% | Added |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $43 | 0.00% | −4−57.1% | Reduced |
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −51,476−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,336−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |