Latest Period
Q2 2026
Security Snapshot
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) Institutional Ownership
CUSIP: 670651108
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
85
Shares (Excl. Options)
9,991,794
Price
$12.53
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- Security type / class
- Equity / Common Shares of Beneficial Interest
- Symbol
- NKX on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 9,991,794
- Total 13F value
- $125,160,423
- Portfolio coverage rank
- 0%
- Share change
- +507,612
- Value change
- +$6,539,375
- Number of holders
- 85
- Shares outstanding
- 47,805,294
- SEC-reported price per share
- $11.72
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
- NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest is tracked under CUSIP 670651108.
- 85 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 80 to 85 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $112,487,698 to $125,160,423.
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 85 institutions filings for Q2 2026.
Security key
670651108
Latest holder period
Q2 2026
13F holders
85
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
NKX full holder history
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND SEC filings
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 670651108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
NKX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5.1% | $29,208,079 | 2,438,070 | Morgan Stanley | 31 Mar 2025 |
As of 30 Jun 2026, 85 institutional investors reported holding 9,991,794 shares of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX). This represents 21% of the company’s total 47,805,294 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
19%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6.9% | 3,318,106 | +2.3% | 0% | $41,575,868 |
| Advisors Asset Management, Inc. | 2.6% | 1,240,864 | +15% | 0.24% | $15,548,026 |
| GUGGENHEIM CAPITAL LLC | 2.3% | 1,116,107 | +3.9% | 0.09% | $13,984,821 |
| WELLS FARGO & COMPANY/MN | 1.1% | 529,470 | -6.6% | 0% | $6,634,262 |
| Hennion & Walsh Asset Management, Inc. | 0.89% | 427,631 | +22% | 0.15% | $5,358,216 |
| LPL Financial LLC | 0.64% | 305,531 | +6.7% | 0% | $3,828,307 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.62% | 296,330 | +2.2% | 0% | $3,713,015 |
| UBS Group AG | 0.49% | 232,754 | -3.1% | 0% | $2,916,408 |
| DKM Wealth Management, Inc. | 0.44% | 212,592 | 0% | 1.7% | $2,663,778 |
| MAI Capital Management | 0.28% | 132,000 | +340% | 0.01% | $1,661,309 |
| RAYMOND JAMES FINANCIAL INC | 0.23% | 111,837 | +9.4% | 0% | $1,401,310 |
| BANK OF AMERICA CORP /DE/ | 0.23% | 107,606 | +90% | 0% | $1,348,300 |
| AMERIPRISE FINANCIAL INC | 0.21% | 102,283 | -2.8% | 0% | $1,281,602 |
| Integrated Wealth Concepts LLC | 0.2% | 96,653 | +76% | 0.01% | $1,211,060 |
| WEDBUSH SECURITIES INC | 0.17% | 79,581 | +3.4% | 0.03% | $997,000 |
| JANE STREET GROUP, LLC | 0.16% | 74,710 | +130% | 0% | $936,116 |
| Private Advisor Group, LLC | 0.15% | 73,594 | 0% | $922,135 | |
| Allianz Asset Management GmbH | 0.15% | 70,100 | 0% | 0% | $878,353 |
| J.W. COLE ADVISORS, INC. | 0.14% | 66,000 | 0.01% | $826,980 | |
| D.A. DAVIDSON & CO. | 0.14% | 64,841 | +6.7% | 0% | $812,458 |
| Rareview Capital LLC | 0.12% | 58,889 | +0.11% | 0.39% | $693,120 |
| DWR WEALTH MANAGEMENT, LLC | 0.11% | 54,138 | +0.08% | 0.5% | $674,556 |
| Bridgewealth Advisory Group, LLC | 0.11% | 53,261 | +0.38% | 0.13% | $667,358 |
| XTX Topco Ltd | 0.1% | 49,701 | 0.01% | $622,754 | |
| ROYAL BANK OF CANADA | 0.1% | 49,686 | +3.4% | 0% | $623,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 9,991,794 | $125,160,423 | +$6,539,375 | $12.53 | 85 |
| 2026 Q1 | 9,453,529 | $112,487,698 | +$10,796,657 | $11.90 | 80 |
| 2025 Q4 | 8,563,892 | $106,519,288 | +$5,184,278 | $12.44 | 66 |
| 2025 Q3 | 8,134,757 | $103,025,173 | +$9,566,993 | $12.67 | 64 |
| 2025 Q2 | 7,391,923 | $86,996,753 | +$2,201,885 | $11.77 | 67 |
| 2025 Q1 | 7,197,607 | $90,616,879 | -$2,121,909 | $12.59 | 65 |
| 2024 Q4 | 7,364,655 | $93,162,688 | -$6,380,762 | $12.64 | 65 |
| 2024 Q3 | 7,612,508 | $103,468,133 | +$5,292,609 | $13.59 | 66 |
| 2024 Q2 | 7,279,683 | $91,109,782 | -$8,073,170 | $12.51 | 64 |
| 2024 Q1 | 7,932,189 | $96,373,859 | +$4,117,270 | $12.15 | 68 |
| 2023 Q4 | 7,600,427 | $87,759,441 | +$555,179 | $11.54 | 67 |
| 2023 Q3 | 7,441,453 | $76,329,933 | +$2,209,764 | $10.26 | 61 |
| 2023 Q2 | 7,216,890 | $83,275,654 | +$2,378,674 | $11.54 | 64 |
| 2023 Q1 | 6,994,810 | $81,569,618 | +$3,413,123 | $11.64 | 69 |
| 2022 Q4 | 6,716,783 | $82,643,442 | +$7,261,055 | $12.30 | 63 |
| 2022 Q3 | 6,216,824 | $73,401,245 | +$2,044,091 | $11.81 | 55 |
| 2022 Q2 | 6,032,712 | $77,771,000 | -$6,495,198 | $12.88 | 58 |
| 2022 Q1 | 6,492,616 | $87,988,000 | +$2,953,481 | $13.56 | 67 |
| 2021 Q4 | 6,275,652 | $99,201,000 | -$3,823,192 | $15.83 | 63 |
| 2021 Q3 | 6,425,030 | $105,314,000 | -$6,622,562 | $16.39 | 59 |
| 2021 Q2 | 6,817,807 | $111,149,000 | +$2,691,157 | $16.30 | 64 |
| 2021 Q1 | 6,658,100 | $102,886,000 | +$8,149,034 | $15.45 | 68 |
| 2020 Q4 | 6,017,588 | $94,774,000 | -$3,783,148 | $15.76 | 58 |
| 2020 Q3 | 6,274,985 | $95,829,000 | -$7,030,998 | $15.27 | 60 |
| 2020 Q2 | 6,774,455 | $101,172,000 | +$14,989,897 | $14.93 | 56 |