Latest Period
Q1 2026
Security Snapshot
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA) Institutional Ownership
CUSIP: 67062C107
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
58
Shares (Excl. Options)
8,427,504
Price
$9.38
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- Security type / class
- Equity / Common Shares
- Symbol
- NCA on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 8,427,504
- Total 13F value
- $79,025,916
- Portfolio coverage rank
- 0%
- Share change
- +478,353
- Value change
- +$4,517,601
- Number of holders
- 58
- Shares outstanding
- 33,203,611
- SEC-reported price per share
- $9.33
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares is tracked under CUSIP 67062C107.
- 58 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 58 to 3 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $79,025,916 to $4,324,770.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 58 institutions filings for Q1 2026.
Security key
67062C107
Latest holder period
Q1 2026
13F holders
58
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
NCA full holder history
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND SEC filings
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 67062C107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
NCA
| 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 Mar 2026, 58 institutional investors reported holding 8,427,504 shares of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA). This represents 25% of the company’s total 33,203,611 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
24%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 6.2% | 2,074,672 | +16% | 0% | $19,460,424 |
| MORGAN STANLEY | 5% | 1,668,248 | -0.77% | 0% | $15,648,171 |
| Advisors Asset Management, Inc. | 3% | 982,001 | -8.3% | 0.15% | $9,211,169 |
| GUGGENHEIM CAPITAL LLC | 2.1% | 697,459 | +1.2% | 0.05% | $6,542,165 |
| Hennion & Walsh Asset Management, Inc. | 1.3% | 423,343 | +14% | 0.13% | $3,970,957 |
| LPL Financial LLC | 0.87% | 287,248 | +0.74% | 0% | $2,694,385 |
| WELLS FARGO & COMPANY/MN | 0.82% | 272,279 | -6.1% | 0% | $2,553,974 |
| REGATTA CAPITAL GROUP, LLC | 0.55% | 182,877 | +34% | 0.26% | $1,715,383 |
| BANK OF AMERICA CORP /DE/ | 0.49% | 163,915 | +55% | 0% | $1,537,522 |
| Atlas Private Wealth Advisors | 0.45% | 149,906 | +75% | 0.33% | $1,406,113 |
| RAYMOND JAMES FINANCIAL INC | 0.41% | 135,722 | -0.39% | 0% | $1,273,072 |
| FIRST FOUNDATION ADVISORS | 0.37% | 122,260 | +0.84% | 0.05% | $1,146,799 |
| ROYAL BANK OF CANADA | 0.35% | 115,074 | -15% | 0% | $1,079,000 |
| MELFA WEALTH MANAGEMENT, INC. | 0.24% | 81,101 | 0% | 0.44% | $760,728 |
| Stratos Wealth Partners, LTD. | 0.24% | 78,941 | +26% | 0.01% | $740,473 |
| SWEENEY & MICHEL, LLC | 0.21% | 69,522 | +0.12% | 0.19% | $650,032 |
| OSAIC HOLDINGS, INC. | 0.2% | 66,747 | +34% | 0% | $626,086 |
| JONES FINANCIAL COMPANIES LLLP | 0.19% | 63,311 | -6.2% | 0% | $572,331 |
| Ducere Wealth Management LLC | 0.18% | 60,822 | 0% | 0.23% | $570,510 |
| Sterling Group Wealth Management, LLC | 0.16% | 53,993 | 0% | 0.24% | $506,454 |
| Fiera Capital Corp | 0.16% | 53,763 | 0% | $504,297 | |
| Gerber Kawasaki Wealth & Investment Management | 0.16% | 52,654 | +157% | 0.02% | $493,894 |
| WEDBUSH SECURITIES INC | 0.16% | 51,904 | +45% | 0.01% | $487,000 |
| Mutual Advisors, LLC | 0.15% | 48,258 | +22% | 0.01% | $452,664 |
| Arlington Financial Advisors, LLC | 0.12% | 40,000 | 0% | 0.05% | $375,200 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 463,605 | $4,324,770 | +$361,649 | $9.33 | 3 |
| 2026 Q1 | 8,427,504 | $79,025,916 | +$4,517,601 | $9.38 | 58 |
| 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 |