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