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 2025
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Dec 31, 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
- 64
- +4 vs. Q3 2025
- Shares held
- 6.43M
- +82.9K (+1.3%) vs. Q3 2025
- Total value
- $92.0M
- +$2.07M (+2.3%) vs. Q3 2025
- New holders
- 10
- 20 more added
- Sold out
- 6
- 18 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,091,459 | $15.6M | 1.06% | −125,270−10.3% | Reduced |
| Morgan Stanley | 737,245 | $10.5M | 0.00% | −3,894−0.5% | Reduced |
| Tortoise Investment Management, LLC | 617,823 | $8.84M | 0.78% | −65,996−9.7% | Reduced |
| Guggenheim Capital LLC | 464,909 | $6.65M | 0.05% | +31,049+7.2% | Added |
| Rivernorth Capital Management, LLC | 425,311 | $6.09M | 0.29% | −3,936−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 398,786 | $5.71M | 0.20% | +55,579+16.2% | Added |
| Raymond James Financial Inc | 332,657 | $4.76M | 0.00% | +4,038+1.2% | Added |
| Captrust Financial Advisors | 270,456 | $3.87M | 0.01% | +24,666+10.0% | Added |
| Jones Financial Companies LLLP | 239,210 | $3.42M | 0.00% | +59,495+33.1% | Added |
| LPL Financial LLC | 211,245 | $3.02M | 0.00% | +23,859+12.7% | Added |
| UBS Group AG | 172,453 | $2.47M | 0.00% | +656+0.4% | Added |
| Bank of America Corp | 154,304 | $2.21M | 0.00% | −923−0.6% | Reduced |
| Van Eck Associates Corp | 106,360 | $1.52M | 0.00% | −10,342−8.9% | Reduced |
| Smartleaf Asset Management LLC | 83,344 | $1.20M | 0.05% | −2,055−2.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 81,139 | $1.16M | 0.02% | +81,139 | New |
| Wells Fargo & Company | 76,890 | $1.10M | 0.00% | −11,336−12.8% | Reduced |
| Sanctuary Advisors, LLC | 74,695 | $1.07M | 0.01% | +837+1.1% | Added |
| Invesco Ltd. | 72,483 | $1.04M | 0.00% | +40,880+129.4% | Added |
| Breakwater Capital Group | 51,335 | $734.6K | 0.10% | +1,003+2.0% | Added |
| Koshinski Asset Management, Inc. | 48,679 | $696.6K | 0.04% | +7,833+19.2% | Added |
| Access Financial Services, Inc. | 43,635 | $624.4K | 0.23% | −3,555−7.5% | Reduced |
| Midwest Financial Group LLC | 42,949 | $614.6K | 0.27% | −2,405−5.3% | Reduced |
| Dynamic Advisor Solutions LLC | 40,772 | $583.4K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 39,148 | $560.0K | 0.00% | +1,232+3.2% | Added |
| Kestra Advisory Services, LLC | 38,654 | $553.1K | 0.00% | −2,935−7.1% | Reduced |
| Melfa Wealth Management, LLC | 32,929 | $471.2K | 0.27% | +120.0% | Added |
| Royal Bank of Canada | 32,926 | $470.0K | 0.00% | +5,442+19.8% | Added |
| SFI Advisors, LLC | 31,419 | $449.6K | 0.29% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 27,727 | $396.8K | 0.08% | −372−1.3% | Reduced |
| Hickory Point Bank & Trust | 27,300 | $390.7K | 0.28% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,118 | $388.1K | 0.00% | −23,652−46.6% | Reduced |
| Bank of New York Mellon Corp | 25,356 | $362.8K | 0.00% | −4,099−13.9% | Reduced |
| Coastal Investment Advisors, Inc. | 23,015 | $329.3K | 0.11% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 22,208 | $318.0K | 0.00% | +3,049+15.9% | Added |
| Advisor Group Holdings, Inc. | 21,945 | $314.0K | 0.00% | −2,978−11.9% | Reduced |
| Tyche Wealth Partners LLC | 21,800 | $312.0K | 0.05% | 00.0% | Unchanged |
| Creekside Partners | 20,000 | $286.2K | 0.12% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 19,419 | $277.9K | 0.01% | +19,419 | New |
| Stephens Inc | 17,180 | $245.8K | 0.00% | 00.0% | Unchanged |
| Redwood Family Wealth LLC | 15,000 | $214.7K | 0.21% | +15,000 | New |
| D.A. Davidson & Co. | 14,000 | $200.3K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,029 | $186.4K | 0.02% | +30+0.2% | Added |
| Hilltop Holdings Inc. | 12,965 | $185.5K | 0.01% | −596−4.4% | Reduced |
| Cetera Investment Advisers | 11,418 | $163.4K | 0.00% | +11,418 | New |
| Wealth Management Associates, Inc. | 10,893 | $155.9K | 0.05% | +26+0.2% | Added |
| Ameriprise Financial Inc | 10,544 | $150.9K | 0.00% | +44+0.4% | Added |
| HighTower Advisors, LLC | 10,205 | $146.0K | 0.00% | +10,205 | New |
| Disciplined Investments, LLC | 10,183 | $145.7K | 0.06% | +128+1.3% | Added |
| Fairscale Capital, LLC | 9,270 | $132.7K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,614 | $109.0K | 0.00% | +2,769+57.2% | Added |
| Clean Yield Group | 6,428 | $92.0K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 5,510 | $78.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,482 | $64.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,331 | $62.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,682 | $52.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,600 | $51.5K | 0.00% | −928−20.5% | Reduced |
| Camelot Portfolios, LLC | 3,535 | $50.6K | 0.03% | +3,535 | New |
| International Assets Investment Management, LLC | 2,081 | $29.8K | 0.00% | +2,081 | New |
| EverSource Wealth Advisors, LLC | 1,500 | $21.5K | 0.00% | +1,500 | New |
| Farther Finance Advisors, LLC | 967 | $13.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 732 | $10.5K | 0.00% | +732 | New |
| Pinnacle Wealth Planning Services, Inc. | 316 | $4.52K | 0.00% | +316 | New |
| WPG Advisers, LLC | 87 | $1.25K | 0.00% | −5−5.4% | Reduced |
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 0 | $0 | 0.00% | −29,799−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −28,871−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Ahl Investment Management, Inc. | – | – | – | – | Not filed |