Security Snapshot

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA) Institutional Ownership

CUSIP: 67062C107

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

53

Shares (Excl. Options)

7,956,261

Price

$8.95

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Type / Class
Equity / Common Shares
Symbol
NCA on NYSE
Shares outstanding
33,203,611
Price per share
$9.35
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,956,261
Total reported value
$71,249,747
% of total 13F portfolios
0%
Share change
+411,975
Value change
+$3,703,629
Number of holders
53
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares is tracked under CUSIP 67062C107.
  • 53 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 53 to 19 between Q4 2025 and Q1 2026.
  • Reported value moved from $71,249,747 to $7,256,571.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 53 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 67062C107?
CUSIP 67062C107 identifies NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
UBS Group AG 5.4% $16,047,305 1,792,995 UBS Group AG 31 Dec 2025
MORGAN STANLEY 5.2% $14,478,662 1,727,764 Morgan Stanley 31 Mar 2025

As of 31 Dec 2025, 53 institutional investors reported holding 7,956,261 shares of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA). This represents 24% of the company’s total 33,203,611 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA) together control 23% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
UBS Group AG 5.4% 1,792,954 +39% 0% $16,046,938
MORGAN STANLEY 5.1% 1,681,134 -7.3% 0% $15,046,149
Advisors Asset Management, Inc. 3.2% 1,070,770 +40% 0.16% $9,583,392
GUGGENHEIM CAPITAL LLC 2.1% 689,260 -3% 0.05% $6,168,877
Hennion & Walsh Asset Management, Inc. 1.1% 370,139 +24% 0.11% $3,312,744
WELLS FARGO & COMPANY/MN 0.87% 289,906 -5.2% 0% $2,594,657
LPL Financial LLC 0.86% 285,143 -2.2% 0% $2,552,028
REGATTA CAPITAL GROUP, LLC 0.41% 136,682 0% 0.18% $1,223,304
RAYMOND JAMES FINANCIAL INC 0.41% 136,258 -3.5% 0% $1,219,509
ROYAL BANK OF CANADA 0.41% 134,623 -4.1% 0% $1,205,000
FIRST FOUNDATION ADVISORS 0.37% 121,244 -24% 0.04% $1,085,134
BANK OF AMERICA CORP /DE/ 0.32% 105,577 +10% 0% $944,917
Atlas Private Wealth Advisors 0.26% 85,533 +7.2% 0.18% $765,523
MELFA WEALTH MANAGEMENT, INC. 0.24% 81,101 0% 0.42% $725,854
SWEENEY & MICHEL, LLC 0.21% 69,436 -9% 0.2% $663,111
JONES FINANCIAL COMPANIES LLLP 0.2% 67,462 +5.5% 0% $603,785
Stratos Wealth Partners, LTD. 0.19% 62,429 0.01% $558,741
Ducere Wealth Management LLC 0.18% 60,822 0% 0.21% $544,357
Sterling Group Wealth Management, LLC 0.16% 53,993 0% 0.23% $483,237
OSAIC HOLDINGS, INC. 0.15% 49,792 +28% 0% $445,638
Arlington Financial Advisors, LLC 0.12% 40,000 0% 0.05% $358,000
Mutual Advisors, LLC 0.12% 39,527 +0.47% 0.01% $353,768
Cetera Investment Advisers 0.12% 38,892 -4.7% 0% $348,086
WEDBUSH SECURITIES INC 0.11% 35,764 +5.9% 0.01% $320,000
D.A. DAVIDSON & CO. 0.09% 29,347 +6% 0% $262,656

Institutional Holders of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 773,809 $7,256,571 +$1,356,352 $9.38 19
2025 Q4 7,956,261 $71,249,747 +$3,703,629 $8.95 53
2025 Q3 7,495,164 $66,687,898 +$1,432,909 $8.90 57
2025 Q2 7,319,024 $63,506,510 -$487,268 $8.68 54
2025 Q1 7,402,040 $63,995,711 -$1,679,789 $8.65 53
2024 Q4 7,533,033 $63,656,398 +$4,516,983 $8.45 61
2024 Q3 7,066,808 $64,445,226 -$627,594 $9.12 58
2024 Q2 7,131,512 $61,836,738 -$640,080 $8.67 61
2024 Q1 7,200,787 $64,743,569 -$410,387 $9.00 61
2023 Q4 7,222,517 $64,714,949 +$490,673 $8.96 64
2023 Q3 7,136,882 $58,611,523 +$990,513 $8.21 55
2023 Q2 7,015,631 $59,990,327 -$1,787,670 $8.55 57
2023 Q1 7,223,831 $63,578,330 -$1,454,061 $8.81 60
2022 Q4 7,275,271 $61,474,737 +$8,029,315 $8.45 62
2022 Q3 5,926,749 $48,934,602 +$1,604,080 $8.25 54
2022 Q2 5,765,283 $50,360,493 +$7,353,464 $8.73 60
2022 Q1 4,995,722 $45,773,304 +$6,693,974 $9.16 57
2021 Q4 4,242,329 $42,920,000 +$213,171 $10.12 58
2021 Q3 4,171,282 $43,995,000 -$2,369,712 $10.55 49
2021 Q2 4,434,520 $47,450,000 +$906,824 $10.70 54
2021 Q1 4,356,063 $44,525,000 +$10,906,673 $10.22 60
2020 Q4 3,267,299 $35,287,000 -$352,077 $10.80 46
2020 Q3 3,299,845 $35,553,000 -$2,489,454 $10.78 42
2020 Q2 3,534,536 $36,130,000 +$419,281 $10.22 41
2020 Q1 3,493,563 $34,926,000 +$877,166 $10.00 44
2019 Q4 3,406,760 $36,288,000 +$1,353,235 $10.65 42
2019 Q3 3,240,976 $34,360,000 -$2,189,916 $10.60 37
2019 Q2 3,442,095 $34,696,000 -$2,336,238 $10.08 49
2019 Q1 3,696,042 $35,342,000 +$1,995,384 $9.57 53
2018 Q4 3,479,205 $31,672,000 +$5,802,563 $9.10 49
2018 Q3 2,822,227 $26,413,210 +$790,233 $9.36 50
2018 Q2 2,737,031 $25,967,000 +$1,422,534 $9.49 47
2018 Q1 2,588,874 $24,190,000 +$1,800,935 $9.33 42
2017 Q4 2,383,606 $24,281,000 -$335,144 $10.19 38
2017 Q3 2,414,330 $25,440,000 -$97,617 $10.54 35
2017 Q2 2,424,596 $24,854,000 -$1,603,705 $10.25 36
2017 Q1 2,669,228 $26,903,979 +$289,757 $10.08 37
2016 Q4 2,541,521 $26,560,326 +$4,544,665 $10.43 33
2016 Q3 2,110,253 $23,794,167 +$1,142,521 $11.28 29
2016 Q2 2,009,276 $22,486,078 -$23,088 $11.19 29
2016 Q1 2,011,954 $22,087,880 +$790,123 $10.99 33
2015 Q4 1,948,621 $21,199,000 +$1,337,062 $10.88 29
2015 Q3 1,860,001 $19,625,000 -$506,037 $10.55 27
2015 Q2 1,908,815 $19,661,000 -$861,587 $10.29 27
2015 Q1 1,992,281 $21,239,720 +$910,768 $10.66 26
2014 Q4 1,905,661 $20,064,830 -$70,804 $10.53 25
2014 Q3 1,868,275 $19,321,740 +$1,453,232 $10.34 23
2014 Q2 1,727,768 $17,443,100 +$2,850,683 $10.10 23
2014 Q1 1,446,146 $14,101,500 -$2,372,957 $9.75 22
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