Nuveen AMT-Free Municipal Value Fund (NUW) — Institutional Holders, Q2 2026
70 institutional investment managers reported a NUW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $93.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NUW in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Wakefield Asset Management LLLPNew · +115,309 sh+$1.7M
- RIVERNORTH CAPITAL MANAGEMENTAdded · +85,291 sh+$1.2M
- Bank of New York MellonAdded · +43,017 sh+$618.6K
- Goelzer Investment ManagementNew · +35,805 sh+$514.9K
- Fiera CapitalAdded · +32,534 sh+$467.8K
Biggest sellers
- 1607 Capital PartnersTrimmed · -281,958 sh-$4.1M
- MORGAN STANLEYTrimmed · -58,185 sh-$836.7K
- Cambridge Investment Research AdvisorsTrimmed · -35,441 sh-$509.6K
- Carnegie Investment CounselSold out · -23,126 sh-$332.6K
- GUGGENHEIM CAPITALTrimmed · -19,542 sh-$281.0K
NUW 13F holders ranked 1–70 of 70
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners#1 · 804,410 sh | 804,410 | $11.6M | 1.01% | -26.0% |
| 2 | MORGAN STANLEY#2 · 600,561 sh | 600,561 | $8.6M | <0.01% | -8.8% |
| 3 | Tortoise Investment Management#3 · 511,065 sh | 511,065 | $7.3M | 0.55% | -2.7% |
| 4 | RIVERNORTH CAPITAL MANAGEMENT#4 · 504,767 sh | 504,767 | $7.3M | 0.35% | +20.3% |
| 5 | GUGGENHEIM CAPITAL#5 · 426,375 sh | 426,375 | $6.1M | 0.04% | -4.4% |
| 6 | Hennion & Walsh Asset Management#6 · 424,949 sh | 424,949 | $6.1M | — | -1.4% |
| 7 | RAYMOND JAMES FINANCIAL#7 · 386,303 sh | 386,303 | $5.6M | <0.01% | +7.2% |
| 8 | CAPTRUST FINANCIAL ADVISORS#8 · 279,500 sh | 279,500 | $4.0M | <0.01% | +2.5% |
| 9 | JONES FINANCIAL COMPANIES LLLP#9 · 262,185 sh | 262,185 | $3.8M | <0.01% | +1.5% |
| 10 | LPL Financial#10 · 233,388 sh | 233,388 | $3.4M | <0.01% | +7.9% |
| 11 | BANK OF AMERICA#11 · 167,709 sh | 167,709 | $2.4M | <0.01% | +7.7% |
| 12 | UBS Group AG#12 · 155,889 sh | 155,889 | $2.2M | <0.01% | -0.5% |
| 13 | VAN ECK ASSOCIATES#13 · 150,849 sh | 150,849 | $2.2M | <0.01% | +3.6% |
| 14 | Invesco Ltd.#14 · 130,505 sh | 130,505 | $1.9M | <0.01% | +32.0% |
| 15 | Wakefield Asset Management LLLP#15 · 115,309 sh | 115,309 | $1.7M | 0.37% | New |
| 16 | Smartleaf Asset Management#16 · 82,366 sh | 82,366 | $1.2M | 0.04% | 0.0% |
| 17 | Sanctuary Advisors#17 · 79,588 sh | 79,588 | $1.1M | <0.01% | +6.6% |
| 18 | Fiera Capital#18 · 67,851 sh | 67,851 | $975.7K | <0.01% | +92.1% |
| 19 | Breakwater Capital Group#19 · 63,205 sh | 63,205 | $908.9K | — | +10.2% |
| 20 | Bank of New York Mellon#20 · 62,746 sh | 62,746 | $902.3K | <0.01% | +218.0% |
| 21 | WELLS FARGO & COMPANY#21 · 59,799 sh | 59,799 | $859.9K | <0.01% | -23.2% |
| 22 | Stratos Wealth Partners, LTD.#22 · 56,150 sh | 56,150 | $807.4K | <0.01% | +19.4% |
| 23 | ROYAL BANK OF CANADA#23 · 51,719 sh | 51,719 | $744.0K | <0.01% | +57.3% |
| 24 | Koshinski Asset Management#24 · 44,708 sh | 44,708 | $642.9K | 0.03% | -8.2% |
| 25 | Ackerman Capital Advisors#25 · 42,353 sh | 42,353 | $609.0K | 0.12% | +96.9% |
| 26 | Midwest Financial Group#26 · 42,199 sh | 42,199 | $606.8K | — | 0.0% |
| 27 | Dynamic Advisor Solutions#27 · 40,572 sh | 40,572 | $583.4K | — | -0.5% |
| 28 | Kestra Advisory Services#28 · 40,373 sh | 40,373 | $582.5K | <0.01% | +0.3% |
| 29 | MELFA WEALTH MANAGEMENT#29 · 37,694 sh | 37,694 | $542.0K | 0.29% | +14.4% |
| 30 | Goelzer Investment Management#30 · 35,805 sh | 35,805 | $514.9K | — | New |
| 31 | ACCESS FINANCIAL SERVICES#31 · 33,635 sh | 33,635 | $483.7K | 0.16% | -14.4% |
| 32 | OSAIC#32 · 31,809 sh | 31,809 | $457.4K | <0.01% | +19.8% |
| 33 | Uniting Wealth Partners#33 · 29,799 sh | 29,799 | $430.0K | 0.09% | 0.0% |
| 34 | COMMONWEALTH EQUITY SERVICES#34 · 29,802 sh | 29,802 | $428.6K | <0.01% | -12.2% |
| 35 | Summit Trail Advisors#35 · 29,367 sh | 29,367 | $422.3K | <0.01% | +89.5% |
| 36 | 49 WEALTH MANAGEMENT#36 · 27,761 sh | 27,761 | $399.2K | 0.08% | New |
| 37 | ALONGSIDE#37 · 27,761 sh | 27,761 | $399.2K | 0.08% | — |
| 38 | Hickory Point Bank#38 · 27,300 sh | 27,300 | $392.6K | — | 0.0% |
| 39 | Cambridge Investment Research Advisors#39 · 25,273 sh | 25,273 | $363.0K | <0.01% | -58.4% |
| 40 | Realta Investment Advisors#40 · 23,015 sh | 23,015 | $331.0K | — | 0.0% |
| 41 | Tyche Wealth Partners#41 · 21,800 sh | 21,800 | $313.5K | 0.04% | 0.0% |
| 42 | STEPHENS#42 · 20,580 sh | 20,580 | $295.9K | <0.01% | +13.2% |
| 43 | COHEN & STEERS#43 · 20,000 sh | 20,000 | $288.0K | <0.01% | New |
| 44 | Creekside Partners#44 · 20,000 sh | 20,000 | $287.6K | 0.10% | 0.0% |
| 45 | SAX WEALTH ADVISORS#45 · 19,419 sh | 19,419 | $278.3K | — | 0.0% |
| 46 | Janney Montgomery Scott#46 · 18,797 sh | 18,797 | $270.0K | <0.01% | +2.3% |
| 47 | HighTower Advisors#47 · 18,332 sh | 18,332 | $263.6K | <0.01% | -10.9% |
| 48 | AMERIPRISE FINANCIAL#48 · 16,927 sh | 16,927 | $243.4K | 0.00% | +25.1% |
| 49 | Cetera Investment Advisers#49 · 14,280 sh | 14,280 | $205.3K | <0.01% | +24.7% |
| 50 | D.A. DAVIDSON#50 · 14,000 sh | 14,000 | $201.3K | <0.01% | 0.0% |
| 51 | Hilltop#51 · 13,990 sh | 13,990 | $201.2K | 0.02% | +5.3% |
| 52 | READYSTATE ASSET MANAGEMENT#52 · 12,545 sh | 12,545 | $180.4K | <0.01% | New |
| 53 | Redwood Family Wealth#53 · 12,300 sh | 12,300 | $176.9K | — | 0.0% |
| 54 | Steward Partners Investment Advisory#54 · 12,257 sh | 12,257 | $176.3K | <0.01% | +60.3% |
| 55 | Aviance Capital Partners#55 · 11,297 sh | 11,297 | $162.5K | 0.02% | -15.2% |
| 56 | Fairscale Capital#56 · 9,270 sh | 9,270 | $133.8K | 0.08% | 0.0% |
| 57 | Clean Yield Group#57 · 6,428 sh | 6,428 | $92.4K | 0.02% | 0.0% |
| 58 | FIFTH THIRD BANCORP#58 · 5,499 sh | 5,499 | $79.1K | <0.01% | 0.0% |
| 59 | Rockefeller Capital Management L.P.#59 · 4,482 sh | 4,482 | $64.5K | <0.01% | 0.0% |
| 60 | Ancora Advisors#60 · 3,682 sh | 3,682 | $52.9K | <0.01% | 0.0% |
| 61 | NewEdge Advisors#61 · 3,600 sh | 3,600 | $51.8K | <0.01% | New |
| 62 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#62 · 2,081 sh | 2,081 | $30.1K | <0.01% | 0.0% |
| 63 | HARBOUR INVESTMENTS#63 · 1,408 sh | 1,408 | $20.2K | <0.01% | 0.0% |
| 64 | Farther Finance Advisors#64 · 967 sh | 967 | $13.9K | — | -81.3% |
| 65 | FNY Investment Advisers#65 · 100 sh | 100 | $1.0K | — | 0.0% |
| 66 | Clear Street Group#66 · 42 sh | 42 | $604.00 | 0.00% | New |
| 67 | Global Retirement Partners#67 · 39 sh | 39 | $561.00 | 0.00% | — |
| 68 | Pinnacle Wealth Planning Services#68 · 21 sh | 21 | $302.00 | 0.00% | -71.6% |
| 69 | WPG Advisers#69 · 5 sh | 5 | $72.00 | 0.00% | -75.0% |
| 70 | Salomon & Ludwin#70 · 1 sh | 1 | $14.00 | 0.00% | 0.0% |
Funds that sold out of NUW in Q2 2026 (4)
Held NUW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Carnegie Investment Counsel23,126 sh | 23,126 | $331.4K |
| Disciplined Investments10,208 sh | 10,208 | $146.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT581 sh | 581 | $8.3K |
| BlackRock13 sh | 13 | $193.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.