NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA)
CUSIP: 67062C107
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 33,203,611
- Total 13F shares
- 12,786
- Share change
- 0
- Total reported value
- $120,828
- Price per share
- $9.45
- Number of holders
- 1
Quarterly Holders Quick Answers
What is CUSIP 67062C107?
CUSIP 67062C107 identifies NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 67062C107:
Top shareholders of NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| UBS Group AG |
13D/G
13F
|
Company |
5.4%
|
1,792,995
|
$16,047,305 | $0 | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
13D/G
|
Company |
5.2%
from 13D/G
|
1,681,135
|
$15,046,165 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
3.2%
|
1,070,770
|
$9,583,392 | — | 31 Dec 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
2.1%
|
689,260
|
$6,168,877 | — | 31 Dec 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
1.1%
|
370,139
|
$3,312,744 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.87%
|
289,906
|
$2,594,657 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.86%
|
285,143
|
$2,552,028 | — | 31 Dec 2025 | |
| REGATTA CAPITAL GROUP, LLC |
13F
|
Company |
0.41%
|
136,682
|
$1,223,304 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.41%
|
136,258
|
$1,219,509 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.41%
|
134,623
|
$1,205,000 | — | 31 Dec 2025 | |
| FIRST FOUNDATION ADVISORS |
13F
|
Company |
0.37%
|
121,244
|
$1,085,134 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.32%
|
105,577
|
$944,917 | — | 31 Dec 2025 | |
| Atlas Private Wealth Advisors |
13F
|
Company |
0.26%
|
85,533
|
$765,523 | — | 31 Dec 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.24%
|
81,101
|
$725,854 | — | 31 Dec 2025 | |
| SWEENEY & MICHEL, LLC |
13F
|
Company |
0.21%
|
69,436
|
$663,111 | — | 31 Dec 2025 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0.2%
|
67,462
|
$603,785 | — | 31 Dec 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.19%
|
62,429
|
$558,741 | — | 31 Dec 2025 | |
| Ducere Wealth Management LLC |
13F
|
Company |
0.18%
|
60,822
|
$544,357 | — | 31 Dec 2025 | |
| Sterling Group Wealth Management, LLC |
13F
|
Company |
0.16%
|
53,993
|
$483,237 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.15%
|
49,792
|
$445,638 | — | 31 Dec 2025 | |
| Arlington Financial Advisors, LLC |
13F
|
Company |
0.12%
|
40,000
|
$358,000 | — | 31 Dec 2025 | |
| Mutual Advisors, LLC |
13F
|
Company |
0.12%
|
39,527
|
$353,768 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.12%
|
38,892
|
$348,086 | — | 31 Dec 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.11%
|
35,764
|
$320,000 | — | 31 Dec 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.09%
|
29,347
|
$262,656 | — | 31 Dec 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.08%
|
27,511
|
$246,223 | — | 31 Dec 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.08%
|
27,327
|
$245,000 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.08%
|
27,191
|
$243,359 | — | 31 Dec 2025 | |
| Arax Advisory Partners |
13F
|
Company |
0.08%
|
25,011
|
$223,848 | — | 31 Dec 2025 | |
| MAI Capital Management |
13F
|
Company |
0.07%
|
24,300
|
$217,485 | — | 31 Dec 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
0.07%
|
22,358
|
$200,105 | — | 31 Dec 2025 | |
| Gerber Kawasaki Wealth & Investment Management |
13F
|
Company |
0.06%
|
20,500
|
$183,475 | — | 31 Dec 2025 | |
| Creative Planning |
13F
|
Company |
0.06%
|
18,659
|
$166,997 | — | 31 Dec 2025 | |
| DKM Wealth Management, Inc. |
13F
|
Company |
0.05%
|
18,000
|
$161,100 | — | 31 Dec 2025 | |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.05%
|
17,000
|
$152,150 | — | 31 Dec 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.05%
|
16,606
|
$148,624 | — | 31 Dec 2025 | |
| Virtu Financial LLC |
13F
|
Company |
0.05%
|
15,641
|
$140,000 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.05%
|
15,642
|
$139,996 | — | 31 Dec 2025 | |
| IEQ CAPITAL, LLC |
13F
|
Company |
0.05%
|
15,000
|
$134,250 | — | 31 Dec 2025 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
0.04%
|
13,621
|
$121,908 | — | 31 Dec 2025 | |
| Investor's Fiduciary Advisor Network, LLC |
13F
|
Company |
0.04%
|
13,176
|
$117,000 | — | 31 Dec 2025 | |
| RB Capital Management, LLC |
13F
|
Company |
0.04%
|
12,877
|
$115,249 | — | 31 Dec 2025 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
0.04%
|
12,786
|
$114,435 | — | 31 Dec 2025 | |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
13F
|
Company |
0.04%
|
11,772
|
$105,359 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.03%
|
11,330
|
$101,400 | — | 31 Dec 2025 | |
| Corient Private Wealth LLC |
13F
|
Company |
0.03%
|
10,901
|
$97,564 | — | 31 Dec 2025 | |
| PFG Investments, LLC |
13F
|
Company |
0.03%
|
10,269
|
$91,909 | — | 31 Dec 2025 | |
| JAMES INVESTMENT RESEARCH, INC. |
13F
|
Company |
0.03%
|
10,230
|
$91,559 | — | 31 Dec 2025 | |
| GARRISON POINT ADVISORS, LLC |
13F
|
Company |
0.03%
|
10,000
|
$89,500 | — | 31 Dec 2025 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
7,500
|
$67,125 | — | 31 Dec 2025 |
Institutional Holders of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA) as of Q1 2026
As of 31 Mar 2026,
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
12,786 shares.
The largest 1 holders included
Farther Finance Advisors, LLC.
This page lists
1
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
53
Q1 2026 holders
1
Holder diff
-52
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.