Security Snapshot

Nuveen AMT-Free Municipal Value Fund - Common Shares, $0.01 par value per share (NUW) Institutional Ownership

CUSIP: 670695105

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

34

Shares (Excl. Options)

3.48MFull value: 3,476,739 · shares · 30 Sep 2026

Price

$13.25

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Shares, $0.01 par value per share
Symbol
NUW on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
3,476,739
Latest holder snapshot 5 signals
Total 13F value
$46,068,202
Portfolio coverage rank
0%
Share change
-193,930
Value change
-$2,819,346
Number of holders
34
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
17,955,580
SEC-reported price per share
$13.01
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • NUW - Nuveen AMT-Free Municipal Value Fund - Common Shares, $0.01 par value per share is tracked under CUSIP 670695105.
  • 34 institutions reported positions in Q3 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 70 to 34 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $93.89MFull value: $93,894,879 · USD · 30 Jun 2026
    to
    $46.07MFull value: $46,068,202 · USD · 30 Sep 2026
    .

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

Latest holder context comes from 34 institutions filings for Q3 2026.

Open SEC evidence

Security key

670695105

13F reference period

Q3 2026

13F holders

34

13D/G owners

2

CIK / CUSIP context first

Open Q3 2026 holders NUW full holder history Nuveen AMT-Free Municipal Value Fund SEC filings Nuveen AMT-Free Municipal Value Fund insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
NUW
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Tortoise Investment Management, LLC 5% 0% $13,415,845 -$544,203 984,288 0% Tortoise Investment Management, LLC 31 Dec 2024
1607 Capital Partners, LLC 4.5% -36% $11,591,548 -$6,484,255 804,410 -36% 1607 Capital Partners, LLC 30 Jun 2026
As of 30 Sep 2026, 34 institutional investors reported holding
3.48MFull value: 3,476,739 · shares · 30 Sep 2026
shares of Nuveen AMT-Free Municipal Value Fund - Common Shares, $0.01 par value per share (NUW). This represents 19% of the company’s total
17.96MFull value: 17,955,580 · shares · Stored outstanding share count
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 3.3% 584,958 -2.6% 0% $7,750,705
Tortoise Investment Management, LLC 2.8% 511,445 +0.07% 0.51% $6,776,646
Hennion & Walsh Asset Management, Inc. 2.2% 390,845 -8% 0.15% $5,178,696
RAYMOND JAMES FINANCIAL INC 2% 361,279 -6.5% 0% $4,786,949
CAPTRUST FINANCIAL ADVISORS 1.6% 295,944 +5.9% 0.01% $3,921,256
LPL Financial LLC 1.4% 258,048 +11% 0% $3,419,131
Invesco Ltd. 0.92% 165,417 +27% 0% $2,191,775
VAN ECK ASSOCIATES CORP 0.88% 157,131 +4.2% 0% $2,081,986
Wakefield Asset Management LLLP 0.78% 139,956 +21% 0.42% $1,854,701
Sanctuary Advisors, LLC 0.45% 80,750 +1.5% 0% $1,069,940
Breakwater Capital Group 0.32% 58,187 -7.9% 0.09% $770,978
Koshinski Asset Management, Inc. 0.25% 44,726 +0.04% 0.03% $592,618
Midwest Financial Group LLC 0.24% 42,199 0% 0.19% $559,137
Kestra Advisory Services, LLC 0.23% 40,502 +0.32% 0% $536,656
Dynamic Advisor Solutions LLC 0.23% 40,442 -0.32% 0.02% $535,857
MELFA WEALTH MANAGEMENT, INC. 0.21% 37,704 +0.03% 0.28% $499,574
COMMONWEALTH EQUITY SERVICES, LLC 0.17% 29,808 +0.02% 0% $394,950
Uniting Wealth Partners, LLC 0.17% 29,799 0% 0.08% $396,282
Hickory Point Bank & Trust 0.15% 27,300 0% 0.22% $361,725
Cetera Investment Advisers 0.15% 26,887 +88% 0% $356,253
Realta Investment Advisors 0.13% 23,015 0% 0.09% $304,949
ACCESS FINANCIAL SERVICES, INC. 0.12% 21,900 -35% 0.1% $290,175
Tyche Wealth Partners LLC 0.12% 21,800 0% 0.04% $288,856
STEPHENS INC /AR/ 0.11% 20,580 0% 0% $272,685
SAX WEALTH ADVISORS, LLC 0.11% 19,419 0% 0.01% $257,302

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 3,476,739 $46,068,202 -$2,819,346 $13.25 34
2026 Q2 6,530,563 $93,894,879 +$1,577,858 $14.38 70
2026 Q1 6,420,303 $91,850,189 -$35,879 $14.33 66
2025 Q4 6,428,638 $91,998,729 +$975,957 $14.31 64
2025 Q3 6,426,941 $91,081,417 +$2,525,569 $14.18 61
2025 Q2 6,182,125 $84,563,988 -$1,692,721 $13.68 58
2025 Q1 6,297,598 $86,564,025 -$7,144,586 $13.74 56
2024 Q4 6,890,402 $93,583,657 +$1,016,156 $13.58 60
2024 Q3 6,773,795 $96,281,806 -$1,997,557 $14.22 51
2024 Q2 6,915,578 $95,961,114 +$2,019,695 $13.88 50
2024 Q1 6,683,652 $90,230,794 -$4,142,977 $13.50 46
2023 Q4 7,811,279 $106,466,990 +$9,470,663 $13.63 53
2023 Q3 6,380,172 $85,500,811 +$3,075,345 $13.40 42
2023 Q2 6,149,108 $84,430,177 +$4,962,422 $13.73 42
2023 Q1 5,787,602 $79,695,935 +$541,402 $13.77 40
2022 Q4 5,704,545 $77,638,091 +$12,694,724 $13.61 45
2022 Q3 4,740,605 $62,243,273 +$3,940,854 $13.13 47
2022 Q2 4,439,266 $62,816,185 +$10,775,096 $14.15 43
2022 Q1 3,668,119 $54,143,273 +$7,897,732 $14.76 45
2021 Q4 3,102,803 $51,436,723 +$2,153,291 $16.58 48
2021 Q3 2,908,150 $49,549,098 +$567,977 $17.05 49
2021 Q2 2,872,639 $49,630,000 +$1,984,137 $17.28 49
2021 Q1 2,762,793 $45,527,911 +$7,641,963 $16.48 51
2020 Q4 2,291,433 $37,640,000 +$3,975,569 $16.43 37
2020 Q3 2,045,553 $32,686,000 +$508,213 $15.98 37
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