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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 13 | $193 | 0.00% | +13 | New |
| WPG Advisers, LLC | 20 | $287 | 0.00% | −67−77.0% | Reduced |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Pinnacle Wealth Planning Services, Inc. | 74 | $1.06K | 0.00% | −242−76.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 581 | $8.33K | 0.00% | −3,750−86.6% | Reduced |
| Harbour Investments, Inc. | 1,408 | $20.2K | 0.00% | +1,408 | New |
| International Assets Investment Management, LLC | 2,081 | $30.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,600 | $51.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,682 | $52.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,482 | $64.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,167 | $74.4K | 0.00% | +4,200+434.3% | Added |
| Fifth Third Bancorp | 5,500 | $78.8K | 0.00% | +5,500 | New |
| Clean Yield Group | 6,428 | $92.1K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,648 | $109.6K | 0.00% | +34+0.4% | Added |
| Fairscale Capital, LLC | 9,270 | $133.3K | 0.09% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10,208 | $146.3K | 0.05% | +25+0.2% | Added |
| Cetera Investment Advisers | 11,454 | $164.1K | 0.00% | +36+0.3% | Added |
| Redwood Family Wealth LLC | 12,300 | $176.3K | 0.17% | −2,700−18.0% | Reduced |
| Hilltop Holdings Inc. | 13,282 | $190.3K | 0.02% | +317+2.4% | Added |
| Aviance Capital Partners, LLC | 13,317 | $190.8K | 0.02% | +288+2.2% | Added |
| Ameriprise Financial Inc | 13,529 | $193.9K | 0.00% | +2,985+28.3% | Added |
| D.A. Davidson & Co. | 14,000 | $200.6K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 15,498 | $222.1K | 0.00% | +15,498 | New |
| Stephens Inc | 18,180 | $260.5K | 0.00% | +1,000+5.8% | Added |
| Janney Montgomery Scott LLC | 18,371 | $263.0K | 0.00% | −3,837−17.3% | Reduced |
| Sax Wealth Advisors, LLC | 19,419 | $277.9K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,729 | $282.7K | 0.00% | −5,627−22.2% | Reduced |
| Creekside Partners | 20,000 | $286.6K | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,574 | $294.8K | 0.00% | +10,369+101.6% | Added |
| Ackerman Capital Advisors, LLC | 21,505 | $308.2K | 0.06% | −6,222−22.4% | Reduced |
| Tyche Wealth Partners LLC | 21,800 | $312.4K | 0.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 23,015 | $329.8K | 0.11% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 23,126 | $331.4K | 0.01% | −58,013−71.5% | Reduced |
| Advisor Group Holdings, Inc. | 26,553 | $380.5K | 0.00% | +4,608+21.0% | Added |
| Hickory Point Bank & Trust | 27,300 | $391.2K | 0.26% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 29,799 | $428.5K | 0.09% | +29,799 | New |
| Royal Bank of Canada | 32,870 | $471.0K | 0.00% | −56−0.2% | Reduced |
| Melfa Wealth Management, LLC | 32,935 | $472.0K | 0.27% | +60.0% | Added |
| Commonwealth Equity Services, LLC | 33,957 | $486.6K | 0.00% | +6,839+25.2% | Added |
| Fiera Capital Corp | 35,317 | $506.1K | 0.00% | +35,317 | New |
| Access Financial Services, Inc. | 39,285 | $563.0K | 0.20% | −4,350−10.0% | Reduced |
| Kestra Advisory Services, LLC | 40,247 | $576.7K | 0.00% | +1,593+4.1% | Added |
| Dynamic Advisor Solutions LLC | 40,772 | $584.3K | 0.02% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 42,199 | $604.7K | 0.26% | −750−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 47,040 | $674.1K | 0.01% | +47,040 | New |
| Koshinski Asset Management, Inc. | 48,690 | $697.7K | 0.04% | +110.0% | Added |
| Breakwater Capital Group | 57,371 | $822.1K | 0.11% | +6,036+11.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 60,714 | $870.0K | 0.00% | +21,566+55.1% | Added |
| Sanctuary Advisors, LLC | 74,695 | $1.07M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 77,890 | $1.12M | 0.00% | +1,000+1.3% | Added |
| Smartleaf Asset Management LLC | 82,366 | $1.15M | 0.04% | −978−1.2% | Reduced |
| Invesco Ltd. | 98,874 | $1.42M | 0.00% | +26,391+36.4% | Added |
| Van Eck Associates Corp | 145,665 | $2.09M | 0.00% | +39,305+37.0% | Added |
| Bank of America Corp | 155,713 | $2.23M | 0.00% | +1,409+0.9% | Added |
| UBS Group AG | 156,623 | $2.24M | 0.00% | −15,830−9.2% | Reduced |
| LPL Financial LLC | 216,364 | $3.10M | 0.00% | +5,119+2.4% | Added |
| Jones Financial Companies LLLP | 258,412 | $3.59M | 0.00% | +19,202+8.0% | Added |
| Captrust Financial Advisors | 272,562 | $3.90M | 0.01% | +2,106+0.8% | Added |
| Raymond James Financial Inc | 360,201 | $5.16M | 0.00% | +27,544+8.3% | Added |
| Rivernorth Capital Management, LLC | 419,476 | $6.01M | 0.30% | −5,835−1.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 430,914 | $6.17M | 0.21% | +32,128+8.1% | Added |
| Guggenheim Capital LLC | 445,917 | $6.39M | 0.05% | −18,992−4.1% | Reduced |
| Tortoise Investment Management, LLC | 525,107 | $7.52M | 0.62% | −92,716−15.0% | Reduced |
| Morgan Stanley | 658,746 | $9.44M | 0.00% | −78,499−10.6% | Reduced |
| 1607 Capital Partners, LLC | 1,086,368 | $15.6M | 1.12% | −5,091−0.5% | Reduced |
| 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 |