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, Q1 2026
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Mar 31, 2026. 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
- 66
- +4 vs. Q4 2025
- Shares held
- 6.42M
- −2.11K (0.0%) vs. Q4 2025
- Total value
- $91.9M
- −$59.2K (−0.1%) vs. Q4 2025
- New holders
- 8
- 25 more added
- Sold out
- 4
- 18 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,086,368 | $15.6M | 1.12% | −5,091−0.5% | Reduced |
| Morgan Stanley | 658,746 | $9.44M | 0.00% | −78,499−10.6% | Reduced |
| Tortoise Investment Management, LLC | 525,107 | $7.52M | 0.62% | −92,716−15.0% | Reduced |
| Guggenheim Capital LLC | 445,917 | $6.39M | 0.05% | −18,992−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 430,914 | $6.17M | 0.21% | +32,128+8.1% | Added |
| Rivernorth Capital Management, LLC | 419,476 | $6.01M | 0.30% | −5,835−1.4% | Reduced |
| Raymond James Financial Inc | 360,201 | $5.16M | 0.00% | +27,544+8.3% | Added |
| Captrust Financial Advisors | 272,562 | $3.90M | 0.01% | +2,106+0.8% | Added |
| Jones Financial Companies LLLP | 258,412 | $3.59M | 0.00% | +19,202+8.0% | Added |
| LPL Financial LLC | 216,364 | $3.10M | 0.00% | +5,119+2.4% | Added |
| UBS Group AG | 156,623 | $2.24M | 0.00% | −15,830−9.2% | Reduced |
| Bank of America Corp | 155,713 | $2.23M | 0.00% | +1,409+0.9% | Added |
| Van Eck Associates Corp | 145,665 | $2.09M | 0.00% | +39,305+37.0% | Added |
| Invesco Ltd. | 98,874 | $1.42M | 0.00% | +26,391+36.4% | Added |
| Smartleaf Asset Management LLC | 82,366 | $1.15M | 0.04% | −978−1.2% | Reduced |
| Wells Fargo & Company | 77,890 | $1.12M | 0.00% | +1,000+1.3% | Added |
| Sanctuary Advisors, LLC | 74,695 | $1.07M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 60,714 | $870.0K | 0.00% | +21,566+55.1% | Added |
| Breakwater Capital Group | 57,371 | $822.1K | 0.11% | +6,036+11.8% | Added |
| Koshinski Asset Management, Inc. | 48,690 | $697.7K | 0.04% | +110.0% | Added |
| Stratos Wealth Partners, LTD. | 47,040 | $674.1K | 0.01% | +47,040 | New |
| Midwest Financial Group LLC | 42,199 | $604.7K | 0.26% | −750−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 40,772 | $584.3K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 40,247 | $576.7K | 0.00% | +1,593+4.1% | Added |
| Access Financial Services, Inc. | 39,285 | $563.0K | 0.20% | −4,350−10.0% | Reduced |
| Fiera Capital Corp | 35,317 | $506.1K | 0.00% | +35,317 | New |
| Commonwealth Equity Services, LLC | 33,957 | $486.6K | 0.00% | +6,839+25.2% | Added |
| Melfa Wealth Management, LLC | 32,935 | $472.0K | 0.27% | +60.0% | Added |
| Royal Bank of Canada | 32,870 | $471.0K | 0.00% | −56−0.2% | Reduced |
| Uniting Wealth Partners, LLC | 29,799 | $428.5K | 0.09% | +29,799 | New |
| Hickory Point Bank & Trust | 27,300 | $391.2K | 0.26% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 26,553 | $380.5K | 0.00% | +4,608+21.0% | Added |
| Carnegie Capital Asset Management, LLC | 23,126 | $331.4K | 0.01% | −58,013−71.5% | Reduced |
| Coastal Investment Advisors, Inc. | 23,015 | $329.8K | 0.11% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 21,800 | $312.4K | 0.05% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 21,505 | $308.2K | 0.06% | −6,222−22.4% | Reduced |
| HighTower Advisors, LLC | 20,574 | $294.8K | 0.00% | +10,369+101.6% | Added |
| Creekside Partners | 20,000 | $286.6K | 0.12% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,729 | $282.7K | 0.00% | −5,627−22.2% | Reduced |
| Sax Wealth Advisors, LLC | 19,419 | $277.9K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,371 | $263.0K | 0.00% | −3,837−17.3% | Reduced |
| Stephens Inc | 18,180 | $260.5K | 0.00% | +1,000+5.8% | Added |
| Summit Trail Advisors, LLC | 15,498 | $222.1K | 0.00% | +15,498 | New |
| D.A. Davidson & Co. | 14,000 | $200.6K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,529 | $193.9K | 0.00% | +2,985+28.3% | Added |
| Aviance Capital Partners, LLC | 13,317 | $190.8K | 0.02% | +288+2.2% | Added |
| Hilltop Holdings Inc. | 13,282 | $190.3K | 0.02% | +317+2.4% | Added |
| Redwood Family Wealth LLC | 12,300 | $176.3K | 0.17% | −2,700−18.0% | Reduced |
| Cetera Investment Advisers | 11,454 | $164.1K | 0.00% | +36+0.3% | Added |
| Disciplined Investments, LLC | 10,208 | $146.3K | 0.05% | +25+0.2% | Added |
| Fairscale Capital, LLC | 9,270 | $133.3K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,648 | $109.6K | 0.00% | +34+0.4% | Added |
| Clean Yield Group | 6,428 | $92.1K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,500 | $78.8K | 0.00% | +5,500 | New |
| Farther Finance Advisors, LLC | 5,167 | $74.4K | 0.00% | +4,200+434.3% | Added |
| Rockefeller Capital Management L.P. | 4,482 | $64.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,682 | $52.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,600 | $51.6K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,081 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $20.2K | 0.00% | +1,408 | New |
| Northwestern Mutual Wealth Management Co | 581 | $8.33K | 0.00% | −3,750−86.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 74 | $1.06K | 0.00% | −242−76.6% | Reduced |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| WPG Advisers, LLC | 20 | $287 | 0.00% | −67−77.0% | Reduced |
| BlackRock, Inc. | 13 | $193 | 0.00% | +13 | New |
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −31,419−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −10,893−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |