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

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

Type / Class
Equity / Common Shares, $0.01 par value per share
Symbol
NUW on NYSE
Shares outstanding
17,945,536
Price per share
$14.43
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,426,941
Total reported value
$91,081,417
% of total 13F portfolios
0%
Share change
+176,249
Value change
+$2,525,564
Number of holders
61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Nuveen AMT-Free Municipal Value Fund - Common Shares, $0.01 par value per share (NUW) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
1607 Capital Partners, LLC 7% $16,796,322 1,254,393 1607 Capital Partners, LLC 31 Dec 2024
Tortoise Investment Management, LLC 5% 0% $13,179,616 -$544,203 984,288 0% Tortoise Investment Management, LLC 31 Dec 2024

As of 30 Sep 2025, 61 institutional investors reported holding 6,426,941 shares of Nuveen AMT-Free Municipal Value Fund - Common Shares, $0.01 par value per share (NUW). This represents 36% of the company’s total 17,945,536 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Nuveen AMT-Free Municipal Value Fund - Common Shares, $0.01 par value per share (NUW) together control 33% 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
1607 Capital Partners, LLC 6.8% 1,216,729 -4.8% 1.3% $17,253,217
MORGAN STANLEY 4.1% 741,138 +5.4% 0% $10,509,353
Tortoise Investment Management, LLC 3.8% 683,819 -16% 0.86% $9,696,553
GUGGENHEIM CAPITAL LLC 2.4% 433,860 +46% 0.05% $6,152,135
RIVERNORTH CAPITAL MANAGEMENT, LLC 2.4% 429,247 0% 0.35% $6,086,723
Hennion & Walsh Asset Management, Inc. 1.9% 343,207 -7.2% 0.18% $4,866,675
RAYMOND JAMES FINANCIAL INC 1.8% 328,619 +8% 0% $4,659,812
CAPTRUST FINANCIAL ADVISORS 1.4% 245,790 +10% 0.01% $3,485,306
LPL Financial LLC 1% 187,386 +14% 0% $2,657,140
JONES FINANCIAL COMPANIES LLLP 1% 179,715 +109% 0% $2,517,809
UBS Group AG 0.96% 171,797 +0.35% 0% $2,436,081
BANK OF AMERICA CORP /DE/ 0.86% 155,227 -3.6% 0% $2,201,114
VAN ECK ASSOCIATES CORP 0.65% 116,702 +7.3% 0% $1,655,000
WELLS FARGO & COMPANY/MN 0.49% 88,226 +14% 0% $1,251,050
Smartleaf Asset Management LLC 0.48% 85,399 -31% 0.07% $1,195,586
AHL INVESTMENT MANAGEMENT, INC. 0.45% 81,149 -12% 0.79% $1,150,693
Sanctuary Advisors, LLC 0.41% 73,858 +7.7% 0.01% $1,047,304
COMMONWEALTH EQUITY SERVICES, LLC 0.28% 50,770 +91% 0% $720,000
Breakwater Capital Group 0.28% 50,332 -2.4% 0.11% $713,708
ACCESS FINANCIAL SERVICES, INC. 0.26% 47,190 +4.4% 0.24% $669,154
Midwest Financial Group LLC 0.25% 45,354 0.31% $643,120
Kestra Advisory Services, LLC 0.23% 41,589 -8.9% 0% $589,734
Koshinski Asset Management, Inc. 0.23% 40,846 +0.04% 0.04% $579,196
Dynamic Advisor Solutions LLC 0.23% 40,772 0% 0.02% $578,147
Cambridge Investment Research Advisors, Inc. 0.21% 37,916 +1.2% 0% $538,000

Institutional Holders of Nuveen AMT-Free Municipal Value Fund - Common Shares, $0.01 par value per share (NUW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,832,208 $26,218,686 +$1,210,650 $14.31 31
2025 Q3 6,426,941 $91,081,417 +$2,525,564 $14.18 61
2025 Q2 6,182,125 $84,563,988 -$1,692,726 $13.68 58
2025 Q1 6,297,598 $86,564,025 -$7,144,583 $13.74 56
2024 Q4 6,882,775 $93,481,193 +$919,527 $13.58 59
2024 Q3 6,773,283 $96,274,525 -$2,004,834 $14.22 50
2024 Q2 6,915,578 $95,961,114 +$2,020,680 $13.88 50
2024 Q1 6,683,653 $90,230,819 -$4,128,482 $13.50 46
2023 Q4 6,446,418 $87,863,935 +$7,204,090 $13.63 51
2023 Q3 6,380,072 $85,499,811 +$2,993,370 $13.40 41
2023 Q2 6,149,008 $84,429,177 +$4,962,421 $13.73 41
2023 Q1 5,787,502 $79,694,935 +$785,797 $13.77 39
2022 Q4 5,690,115 $77,441,699 +$12,694,080 $13.61 44
2022 Q3 3,909,342 $51,328,807 +$2,919,581 $13.13 44
2022 Q2 3,681,745 $52,098,000 +$5,703,725 $14.15 40
2022 Q1 3,668,119 $54,143,273 +$7,807,158 $14.76 45
2021 Q4 3,102,803 $51,436,723 +$2,153,290 $16.58 48
2021 Q3 2,908,150 $49,549,098 +$736,373 $17.05 49
2021 Q2 2,841,601 $49,094,000 +$1,912,647 $17.28 48
2021 Q1 2,762,793 $45,527,911 +$7,310,798 $16.48 51
2020 Q4 2,273,693 $37,349,000 +$3,985,930 $16.43 36
2020 Q3 2,045,553 $32,686,000 +$508,212 $15.98 37
2020 Q2 1,993,644 $31,202,000 +$4,776,218 $15.65 32
2020 Q1 1,691,489 $26,468,000 +$9,818,740 $15.65 36
2019 Q4 1,122,830 $18,202,000 +$1,346,234 $16.21 34
2019 Q3 1,064,878 $17,628,000 -$425,474 $16.54 32
2019 Q2 1,090,516 $18,395,000 -$4,976,163 $16.87 29
2019 Q1 1,402,977 $22,403,000 -$3,085,305 $15.96 31
2018 Q4 1,601,787 $23,658,000 +$6,655,916 $14.77 32
2018 Q3 1,147,414 $16,933,000 -$192,287 $14.76 36
2018 Q2 1,158,874 $18,101,000 +$3,474,526 $15.62 28
2018 Q1 831,623 $13,242,000 -$445,598 $15.93 23
2017 Q4 855,927 $14,772,000 +$2,098,268 $17.26 26
2017 Q3 843,051 $14,819,000 +$1,776,004 $17.58 22
2017 Q2 742,608 $12,683,000 +$1,783,492 $17.08 23
2017 Q1 638,598 $10,876,000 -$1,221,686 $17.04 23
2016 Q4 715,269 $11,746,000 +$1,797,121 $16.27 27
2016 Q3 603,503 $11,352,000 -$390,740 $18.83 25
2016 Q2 623,960 $11,863,000 -$761,885 $19.02 22
2016 Q1 663,569 $11,928,000 -$562,375 $17.98 20
2015 Q4 694,819 $12,404,000 -$861,629 $17.86 20
2015 Q3 735,723 $12,501,860 -$425,157 $17.13 20
2015 Q2 771,633 $12,466,648 -$28,513 $16.15 20
2015 Q1 717,512 $12,493,727 +$12,777 $17.41 17
2014 Q4 716,779 $12,514,000 -$483,360 $17.46 17
2014 Q3 650,392 $10,702,000 -$916,569 $16.46 14
2014 Q2 706,019 $11,746,000 +$86,131 $16.63 16
2014 Q1 701,462 $11,214,000 +$1,374,712 $15.99 19