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, Q2 2026
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Jun 30, 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
- 70
- +4 vs. Q1 2026
- Shares held
- 6.53M
- +110.3K (+1.7%) vs. Q1 2026
- Total value
- $93.9M
- +$2.04M (+2.2%) vs. Q1 2026
- New holders
- 8
- 25 more added
- Sold out
- 4
- 18 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $72 | 0.00% | −15−75.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21 | $302 | 0.00% | −53−71.6% | Reduced |
| Global Retirement Partners, LLC | 39 | $561 | 0.00% | +39 | New |
| Clear Street Group Inc. | 42 | $604 | 0.00% | +42 | New |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 967 | $13.9K | 0.00% | −4,200−81.3% | Reduced |
| Harbour Investments, Inc. | 1,408 | $20.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,081 | $30.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,600 | $51.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,682 | $52.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,482 | $64.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,499 | $79.1K | 0.00% | −10.0% | Reduced |
| Clean Yield Group | 6,428 | $92.4K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 9,270 | $133.8K | 0.08% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 11,297 | $162.5K | 0.02% | −2,020−15.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,257 | $176.3K | 0.00% | +4,609+60.3% | Added |
| Redwood Family Wealth LLC | 12,300 | $176.9K | 0.16% | 00.0% | Unchanged |
| Readystate Asset Management LP | 12,545 | $180.4K | 0.01% | +12,545 | New |
| Hilltop Holdings Inc. | 13,990 | $201.2K | 0.02% | +708+5.3% | Added |
| D.A. Davidson & Co. | 14,000 | $201.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,280 | $205.3K | 0.00% | +2,826+24.7% | Added |
| Ameriprise Financial Inc | 16,927 | $243.4K | 0.00% | +3,398+25.1% | Added |
| HighTower Advisors, LLC | 18,332 | $263.6K | 0.00% | −2,242−10.9% | Reduced |
| Janney Montgomery Scott LLC | 18,797 | $270.0K | 0.00% | +426+2.3% | Added |
| Sax Wealth Advisors, LLC | 19,419 | $278.3K | 0.01% | 00.0% | Unchanged |
| Creekside Partners | 20,000 | $287.6K | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 20,000 | $288.0K | 0.00% | +20,000 | New |
| Stephens Inc | 20,580 | $295.9K | 0.00% | +2,400+13.2% | Added |
| Tyche Wealth Partners LLC | 21,800 | $313.5K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 23,015 | $331.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,273 | $363.0K | 0.00% | −35,441−58.4% | Reduced |
| Hickory Point Bank & Trust | 27,300 | $392.6K | 0.24% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 27,761 | $399.2K | 0.08% | +27,761 | New |
| Alongside, LLC | 27,761 | $399.2K | 0.08% | +27,761 | New |
| Summit Trail Advisors, LLC | 29,367 | $422.3K | 0.01% | +13,869+89.5% | Added |
| Commonwealth Equity Services, LLC | 29,802 | $428.6K | 0.00% | −4,155−12.2% | Reduced |
| Uniting Wealth Partners, LLC | 29,799 | $430.0K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 31,809 | $457.4K | 0.00% | +5,256+19.8% | Added |
| Access Financial Services, Inc. | 33,635 | $483.7K | 0.16% | −5,650−14.4% | Reduced |
| Goelzer Investment Management, Inc. | 35,805 | $514.9K | 0.02% | +35,805 | New |
| Melfa Wealth Management, LLC | 37,694 | $542.0K | 0.29% | +4,759+14.4% | Added |
| Kestra Advisory Services, LLC | 40,373 | $582.5K | 0.00% | +126+0.3% | Added |
| Dynamic Advisor Solutions LLC | 40,572 | $583.4K | 0.02% | −200−0.5% | Reduced |
| Midwest Financial Group LLC | 42,199 | $606.8K | 0.21% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 42,353 | $609.0K | 0.12% | +20,848+96.9% | Added |
| Koshinski Asset Management, Inc. | 44,708 | $642.9K | 0.03% | −3,982−8.2% | Reduced |
| Royal Bank of Canada | 51,719 | $744.0K | 0.00% | +18,849+57.3% | Added |
| Stratos Wealth Partners, LTD. | 56,150 | $807.4K | 0.01% | +9,110+19.4% | Added |
| Wells Fargo & Company | 59,799 | $859.9K | 0.00% | −18,091−23.2% | Reduced |
| Bank of New York Mellon Corp | 62,746 | $902.3K | 0.00% | +43,017+218.0% | Added |
| Breakwater Capital Group | 63,205 | $908.9K | 0.11% | +5,834+10.2% | Added |
| Fiera Capital Corp | 67,851 | $975.7K | 0.00% | +32,534+92.1% | Added |
| Sanctuary Advisors, LLC | 79,588 | $1.14M | 0.01% | +4,893+6.6% | Added |
| Smartleaf Asset Management LLC | 82,366 | $1.19M | 0.04% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 115,309 | $1.66M | 0.37% | +115,309 | New |
| Invesco Ltd. | 130,505 | $1.88M | 0.00% | +31,631+32.0% | Added |
| Van Eck Associates Corp | 150,849 | $2.17M | 0.00% | +5,184+3.6% | Added |
| UBS Group AG | 155,889 | $2.24M | 0.00% | −734−0.5% | Reduced |
| Bank of America Corp | 167,709 | $2.41M | 0.00% | +11,996+7.7% | Added |
| LPL Financial LLC | 233,388 | $3.36M | 0.00% | +17,024+7.9% | Added |
| Jones Financial Companies LLLP | 262,185 | $3.75M | 0.00% | +3,773+1.5% | Added |
| Captrust Financial Advisors | 279,500 | $4.02M | 0.01% | +6,938+2.5% | Added |
| Raymond James Financial Inc | 386,303 | $5.56M | 0.00% | +26,102+7.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 424,949 | $6.11M | 0.17% | −5,965−1.4% | Reduced |
| Guggenheim Capital LLC | 426,375 | $6.13M | 0.04% | −19,542−4.4% | Reduced |
| Rivernorth Capital Management, LLC | 504,767 | $7.26M | 0.35% | +85,291+20.3% | Added |
| Tortoise Investment Management, LLC | 511,065 | $7.35M | 0.55% | −14,042−2.7% | Reduced |
| Morgan Stanley | 600,561 | $8.64M | 0.00% | −58,185−8.8% | Reduced |
| 1607 Capital Partners, LLC | 804,410 | $11.6M | 1.01% | −281,958−26.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −23,126−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −10,208−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |