Who Owns Nuveen Municipal Value Fund Stock?
NYSE: NUVFinancial ServicesAsset ManagementUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 20.95%
- Held by insiders
- 0.00%
- Institutional holders
- 249
- Institutions 21.0%
- Insiders 0.0%
- Public and other 79.0%
Who owns Nuveen Municipal Value Fund stock?
Institutional investors own about 21.0% of Nuveen Municipal Value Fund's shares, spread across 249 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of NUV.
The largest institutional holders are UBS Group AG (3.59%), Morgan Stanley (2.14%) and Guggenheim Capital, LLC (1.54%). Together, the top 10 institutions control 12.9% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their NUV positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NUV
| Institution | Shares | % Held | Change |
|---|---|---|---|
| UBS Group AG | 7.54M | 3.59% | +6.7% |
| Morgan Stanley | 4.49M | 2.14% | -0.4% |
| Guggenheim Capital, LLC | 3.24M | 1.54% | +11.3% |
| Hennion & Walsh Asset Management, Inc. | 2.86M | 1.36% | +17.3% |
| Raymond James Financial, Inc. | 2.22M | 1.06% | +0.7% |
| Wells Fargo & Company | 2.01M | 0.96% | -3.5% |
| Bank of America Corporation | 1.29M | 0.61% | +16.0% |
| Jones Financial Companies, L.L.L.P. | 1.24M | 0.59% | +24.8% |
| LPL Financial LLC | 1.18M | 0.56% | +1.9% |
| Van Eck Associates Corporation | 1.10M | 0.52% | +3.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of NUV
| Fund | Shares | % Held |
|---|---|---|
| VanEck ETF Trust-VanEck CEF Muni Income ETF | 1.13M | 0.54% |
Frequently asked questions
Who is the largest shareholder of Nuveen Municipal Value Fund?
UBS Group AG is the largest institutional shareholder of NUV, owning 3.59% of shares outstanding (7.54M shares) as of its latest 13F filing.
What percentage of Nuveen Municipal Value Fund is owned by institutions?
Institutions own about 21.0% of NUV shares and 21.0% of the public float.
How much of Nuveen Municipal Value Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of NUV shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.