Latest Period
Q1 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 Q1 2026
Institutions Reporting
79
Shares (Excl. Options)
9,438,929
Price
$11.90
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Shares of Beneficial Interest
- Symbol
- NKX on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 9,438,929
- Total 13F value
- $112,313,958
- Portfolio coverage rank
- 0%
- Share change
- +910,336
- Value change
- +$10,778,978
- Number of holders
- 79
- Shares outstanding
- 47,805,294
- SEC-reported price per share
- $12.56
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.
- 79 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 66 to 79 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $106,519,288 to $112,313,958.
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 79 institutions filings for Q1 2026.
Security key
670651108
Latest holder period
Q1 2026
13F holders
79
13D/G owners
1
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 79 institutional investors reported holding 9,438,929 shares of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX). This represents 20% 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
18%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6.8% | 3,243,742 | +11% | 0% | $38,600,545 |
| Advisors Asset Management, Inc. | 2.3% | 1,076,013 | +12% | 0.21% | $12,804,555 |
| GUGGENHEIM CAPITAL LLC | 2.2% | 1,074,659 | -3% | 0.1% | $12,788,442 |
| WELLS FARGO & COMPANY/MN | 1.2% | 566,898 | -0.35% | 0% | $6,746,089 |
| Hennion & Walsh Asset Management, Inc. | 0.73% | 350,212 | +11% | 0.14% | $4,167,523 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.61% | 290,000 | +7.4% | 0% | $3,451,000 |
| LPL Financial LLC | 0.6% | 286,334 | +7.6% | 0% | $3,407,377 |
| UBS Group AG | 0.5% | 240,225 | -1.1% | 0% | $2,858,677 |
| DKM Wealth Management, Inc. | 0.44% | 212,592 | 0% | 1.8% | $2,529,845 |
| Mariner, LLC | 0.33% | 155,967 | +1.9% | 0% | $1,856,009 |
| EVOKE WEALTH, LLC | 0.3% | 143,219 | -6.5% | 0.03% | $1,715,195 |
| AMERIPRISE FINANCIAL INC | 0.22% | 105,254 | +50% | 0% | $1,252,524 |
| RAYMOND JAMES FINANCIAL INC | 0.21% | 102,235 | +9.5% | 0% | $1,216,607 |
| WEDBUSH SECURITIES INC | 0.16% | 76,929 | +27% | 0.03% | $915,000 |
| Allianz Asset Management GmbH | 0.15% | 70,100 | 0% | 0% | $834,190 |
| D.A. DAVIDSON & CO. | 0.13% | 60,791 | +167% | 0% | $723,413 |
| Rareview Capital LLC | 0.12% | 58,827 | +0.07% | 0.41% | $692,392 |
| BANK OF AMERICA CORP /DE/ | 0.12% | 56,507 | +65% | 0% | $672,431 |
| Integrated Wealth Concepts LLC | 0.12% | 55,039 | 0.01% | $654,965 | |
| MATHER GROUP, LLC. | 0.11% | 54,160 | 0.01% | $644,504 | |
| DWR WEALTH MANAGEMENT, LLC | 0.11% | 54,096 | +40% | 0.55% | $634,551 |
| GK Wealth Management LLC | 0.11% | 54,096 | 0.55% | $634,551 | |
| Bridgewealth Advisory Group, LLC | 0.11% | 53,059 | +0.24% | 0.13% | $631,403 |
| ROYAL BANK OF CANADA | 0.1% | 48,037 | -2% | 0% | $572,000 |
| Blue Zone Wealth Advisors, LLC | 0.1% | 45,985 | -3.4% | 0.11% | $547,222 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 9,438,929 | $112,313,958 | +$10,778,978 | $11.90 | 79 |
| 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 |
| 2020 Q1 | 5,683,009 | $80,469,215 | +$402,200 | $14.16 | 63 |