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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 87 | $1.25K | 0.00% | −5−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 316 | $4.52K | 0.00% | +316 | New |
| Global Retirement Partners, LLC | 732 | $10.5K | 0.00% | +732 | New |
| Farther Finance Advisors, LLC | 967 | $13.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $21.5K | 0.00% | +1,500 | New |
| International Assets Investment Management, LLC | 2,081 | $29.8K | 0.00% | +2,081 | New |
| Camelot Portfolios, LLC | 3,535 | $50.6K | 0.03% | +3,535 | New |
| GWM Advisors LLC | 3,600 | $51.5K | 0.00% | −928−20.5% | Reduced |
| Ancora Advisors, LLC | 3,682 | $52.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,331 | $62.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,482 | $64.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,510 | $78.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,428 | $92.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,614 | $109.0K | 0.00% | +2,769+57.2% | Added |
| Fairscale Capital, LLC | 9,270 | $132.7K | 0.09% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10,183 | $145.7K | 0.06% | +128+1.3% | Added |
| HighTower Advisors, LLC | 10,205 | $146.0K | 0.00% | +10,205 | New |
| Ameriprise Financial Inc | 10,544 | $150.9K | 0.00% | +44+0.4% | Added |
| Wealth Management Associates, Inc. | 10,893 | $155.9K | 0.05% | +26+0.2% | Added |
| Cetera Investment Advisers | 11,418 | $163.4K | 0.00% | +11,418 | New |
| Hilltop Holdings Inc. | 12,965 | $185.5K | 0.01% | −596−4.4% | Reduced |
| Aviance Capital Partners, LLC | 13,029 | $186.4K | 0.02% | +30+0.2% | Added |
| D.A. Davidson & Co. | 14,000 | $200.3K | 0.00% | 00.0% | Unchanged |
| Redwood Family Wealth LLC | 15,000 | $214.7K | 0.21% | +15,000 | New |
| Stephens Inc | 17,180 | $245.8K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 19,419 | $277.9K | 0.01% | +19,419 | New |
| Creekside Partners | 20,000 | $286.2K | 0.12% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 21,800 | $312.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,945 | $314.0K | 0.00% | −2,978−11.9% | Reduced |
| Janney Montgomery Scott LLC | 22,208 | $318.0K | 0.00% | +3,049+15.9% | Added |
| Coastal Investment Advisors, Inc. | 23,015 | $329.3K | 0.11% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 25,356 | $362.8K | 0.00% | −4,099−13.9% | Reduced |
| Commonwealth Equity Services, LLC | 27,118 | $388.1K | 0.00% | −23,652−46.6% | Reduced |
| Hickory Point Bank & Trust | 27,300 | $390.7K | 0.28% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 27,727 | $396.8K | 0.08% | −372−1.3% | Reduced |
| SFI Advisors, LLC | 31,419 | $449.6K | 0.29% | 00.0% | Unchanged |
| Royal Bank of Canada | 32,926 | $470.0K | 0.00% | +5,442+19.8% | Added |
| Melfa Wealth Management, LLC | 32,929 | $471.2K | 0.27% | +120.0% | Added |
| Kestra Advisory Services, LLC | 38,654 | $553.1K | 0.00% | −2,935−7.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 39,148 | $560.0K | 0.00% | +1,232+3.2% | Added |
| Dynamic Advisor Solutions LLC | 40,772 | $583.4K | 0.02% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 42,949 | $614.6K | 0.27% | −2,405−5.3% | Reduced |
| Access Financial Services, Inc. | 43,635 | $624.4K | 0.23% | −3,555−7.5% | Reduced |
| Koshinski Asset Management, Inc. | 48,679 | $696.6K | 0.04% | +7,833+19.2% | Added |
| Breakwater Capital Group | 51,335 | $734.6K | 0.10% | +1,003+2.0% | Added |
| Invesco Ltd. | 72,483 | $1.04M | 0.00% | +40,880+129.4% | Added |
| Sanctuary Advisors, LLC | 74,695 | $1.07M | 0.01% | +837+1.1% | Added |
| Wells Fargo & Company | 76,890 | $1.10M | 0.00% | −11,336−12.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 81,139 | $1.16M | 0.02% | +81,139 | New |
| Smartleaf Asset Management LLC | 83,344 | $1.20M | 0.05% | −2,055−2.4% | Reduced |
| Van Eck Associates Corp | 106,360 | $1.52M | 0.00% | −10,342−8.9% | Reduced |
| Bank of America Corp | 154,304 | $2.21M | 0.00% | −923−0.6% | Reduced |
| UBS Group AG | 172,453 | $2.47M | 0.00% | +656+0.4% | Added |
| LPL Financial LLC | 211,245 | $3.02M | 0.00% | +23,859+12.7% | Added |
| Jones Financial Companies LLLP | 239,210 | $3.42M | 0.00% | +59,495+33.1% | Added |
| Captrust Financial Advisors | 270,456 | $3.87M | 0.01% | +24,666+10.0% | Added |
| Raymond James Financial Inc | 332,657 | $4.76M | 0.00% | +4,038+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 398,786 | $5.71M | 0.20% | +55,579+16.2% | Added |
| Rivernorth Capital Management, LLC | 425,311 | $6.09M | 0.29% | −3,936−0.9% | Reduced |
| Guggenheim Capital LLC | 464,909 | $6.65M | 0.05% | +31,049+7.2% | Added |
| Tortoise Investment Management, LLC | 617,823 | $8.84M | 0.78% | −65,996−9.7% | Reduced |
| Morgan Stanley | 737,245 | $10.5M | 0.00% | −3,894−0.5% | Reduced |
| 1607 Capital Partners, LLC | 1,091,459 | $15.6M | 1.06% | −125,270−10.3% | Reduced |
| 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 |