NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
NKX on NYSE
Shares outstanding
47,805,294
Price per share
$12.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,502,751
Total reported value
$105,759,074
% of total 13F portfolios
0%
Share change
+423,243
Value change
+$5,184,278
Number of holders
63
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) based on Schedule 13D/G filings

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 31 Dec 2025, 63 institutional investors reported holding 8,502,751 shares of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX). This represents 18% of the company’s total 47,805,294 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) together control 17% 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
MORGAN STANLEY 6.1% 2,916,008 +1.8% 0% $36,275,140
GUGGENHEIM CAPITAL LLC 2.3% 1,107,420 +11% 0.1% $13,776,305
Advisors Asset Management, Inc. 2% 964,891 +87% 0.2% $12,003,244
WELLS FARGO & COMPANY/MN 1.2% 568,912 +12% 0% $7,077,257
Hennion & Walsh Asset Management, Inc. 0.66% 316,709 +10% 0.14% $3,939,860
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.56% 270,000 0% 0% $3,358,800
LPL Financial LLC 0.56% 266,090 +3% 0% $3,310,159
UBS Group AG 0.51% 242,891 +0.38% 0% $3,021,564
DKM Wealth Management, Inc. 0.44% 212,592 0% 2% $2,644,645
EVOKE WEALTH, LLC 0.32% 153,197 +0.44% 0.04% $1,905,776
Mariner, LLC 0.32% 153,125 -2% 0% $1,904,872
RAYMOND JAMES FINANCIAL INC 0.2% 93,382 +9.6% 0% $1,161,675
AMERIPRISE FINANCIAL INC 0.15% 70,183 +50% 0% $873,073
Allianz Asset Management GmbH 0.15% 70,100 0% 0% $872,044
J.W. COLE ADVISORS, INC. 0.14% 66,000 0% 0.02% $821,040
WEDBUSH SECURITIES INC 0.13% 60,797 -8% 0.02% $756,000
Rareview Capital LLC 0.12% 58,788 +0.13% 0.45% $691,933
Bridgewealth Advisory Group, LLC 0.11% 52,932 +0.48% 0.15% $658,477
ROYAL BANK OF CANADA 0.1% 49,005 +8% 0% $610,000
Blue Zone Wealth Advisors, LLC 0.1% 47,621 -18% 0.11% $592,405
Apriem Advisors 0.09% 41,436 +11% 0.05% $515,464
PNC Financial Services Group, Inc. 0.08% 40,618 0% 0% $505,288
Diligent Investors, LLC 0.08% 36,000 +0.49% 0.11% $447,834
BANK OF AMERICA CORP /DE/ 0.07% 34,324 +0.27% 0% $426,987
MKT Advisors LLC 0.06% 30,934 -57% 0.13% $386,984

Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 8,502,751 $105,759,074 +$5,184,278 $12.44 63
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
2020 Q1 5,683,009 $80,469,215 +$402,200 $14.16 63
2019 Q4 5,634,118 $85,744,474 -$9,860,426 $15.21 65
2019 Q3 6,124,980 $92,611,146 -$4,187,785 $15.12 61
2019 Q2 6,288,259 $91,849,000 -$3,729,515 $14.60 58
2019 Q1 6,585,025 $91,692,000 -$6,616,720 $13.92 61
2018 Q4 7,087,637 $89,854,159 +$15,894,884 $12.68 60
2018 Q3 5,722,413 $74,620,000 +$5,811,477 $12.87 64
2018 Q2 5,238,237 $71,136,000 +$14,557,743 $13.58 61
2018 Q1 4,166,554 $56,562,000 +$10,881,111 $13.54 50
2017 Q4 3,351,679 $51,500,000 -$327,693 $15.37 46
2017 Q3 3,337,099 $52,629,000 -$1,444,694 $15.77 46
2017 Q2 3,429,128 $53,384,000 -$2,627,818 $15.57 43
2017 Q1 3,608,605 $53,225,000 -$4,103,669 $14.74 43
2016 Q4 3,903,018 $55,867,000 +$6,367,116 $14.31 50
2016 Q3 3,170,053 $52,648,000 -$3,560,471 $16.62 40
2016 Q2 3,381,674 $57,709,000 -$7,940,546 $17.04 44
2016 Q1 3,868,621 $61,965,000 -$1,819,700 $16.02 47
2015 Q4 4,015,094 $61,746,000 +$3,944,440 $15.36 43
2015 Q3 3,736,317 $54,842,000 -$1,555,736 $14.67 40
2015 Q2 3,845,584 $54,642,517 -$4,248,898 $14.18 44
2015 Q1 4,218,648 $63,023,403 -$6,560,600 $14.94 46
2014 Q4 4,554,422 $67,137,737 +$1,035,561 $14.74 46
2014 Q3 4,250,609 $59,182,238 +$2,095,988 $13.93 44
2014 Q2 4,135,426 $56,434,806 +$10,822,050 $13.65 49
2014 Q1 3,310,102 $44,027,000 +$3,488,797 $13.30 39