Who Owns Nuveen New York Municipal Value Fund (NNY)?Hedge Fund & Institutional Holders

$8.54-0.13 (-1.44%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.671000533800046e+153T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$7.96$8.17$8.38$8.59$8.80Aug 24Jun 25Mar 26

NNY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+413K+$3.5B
Penbrook Management LLCNew Position+214K+$1.8B
Fiera Capital CorpNew Position+205K+$1.0B
LEIGH BALDWIN & CO., LLCIncreased+25K+$340.4M
UBS Group AGIncreased+20K+$331.7M
Breakwater Capital GroupNew Position+33K+$285.0M
MELFA WEALTH MANAGEMENT, INC.New Position+30K+$256.0M
Realta Investment AdvisorsNew Position+17K+$148.0M
Tyche Wealth Partners LLCNew Position+11K+$97.0M
Pacific Wealth Strategies Group, Inc.New Position+10K+$85.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+7K+$56.0M
Marshall & Sterling Wealth Advisors Inc.Increased+3K+$42.4M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+3K+$25.0M
Elyxium Wealth, LLCNew Position+3K+$25.0M
Herold Advisors, Inc.Increased+2K+$21.1M

NNY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tortoise Investment Management, LLCDecreased-142K-$972.4M
RIVERNORTH CAPITAL MANAGEMENT, LLCClosed Position-115K-$949.7M
LPL Financial LLCDecreased-30K-$514.4M
STIFEL FINANCIAL CORPDecreased-7K-$363.0M
ROYAL BANK OF CANADADecreased-19K-$301.0M
1607 Capital Partners, LLCDecreased-59K-$297.0M
Prospera Financial Services IncDecreased-7K-$152.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-389-$121.2M
MORGAN STANLEYDecreased-8K-$319K
FNY Investment Advisers, LLCClosed Position-300-$2K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Tortoise Investment Management, LLC662,306$5.7B0.50%Share
21607 Capital Partners, LLC623,323$5.3B0.36%Share
3UBS Group AG538,911$4.6B0.00%Share
4Hennion & Walsh Asset Management, Inc.412,635$3.5B0.12%Share
5GUGGENHEIM CAPITAL LLC414,327$3.0B0.02%Share
6Penbrook Management LLC213,727$1.8B1.26%Share
7LEIGH BALDWIN & CO., LLC116,732$1.0B0.66%Share
8Fiera Capital Corp204,509$1.0B0.00%Share
9Marshall & Sterling Wealth Advisors Inc.61,730$528.0M0.35%Share
10Breakwater Capital Group33,282$285.0M0.04%Share
11MELFA WEALTH MANAGEMENT, INC.29,908$256.0M0.15%Share
12Herold Advisors, Inc.26,320$225.0M0.05%Share
13Realta Investment Advisors17,338$148.0M0.05%Share
14Tyche Wealth Partners LLC11,393$97.0M0.02%Share
15Pacific Wealth Strategies Group, Inc.10,000$85.0M0.05%Share
16INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6,588$56.0M0.00%Share
17FLAGSHIP HARBOR ADVISORS, LLC2,949$25.0M0.00%Share
18Elyxium Wealth, LLC1,607$13.0M0.00%Share
19Elyxium Wealth, LLC831$7.0M0.00%Share
20Elyxium Wealth, LLC621$5.0M0.00%Share
21Spire Wealth Management519$4.0M0.00%Share
22MORGAN STANLEY272,853$2.0M0.00%Share
23VIRTUE ASSET MANAGEMENT LLC22,440$192K0.15%Share
24BCS Private Wealth Management, Inc.15,000$128K0.04%Share
25Virtu Financial LLC13,195$113K0.00%Share
26Grove Bank & Trust4,000$34K0.00%Share
27Corient Private Wealth LLC25,692$25K0.00%Share
28Janney Montgomery Scott LLC27,673$00.00%Share
29OSAIC HOLDINGS, INC.114,698$00.00%Share
30Steward Partners Investment Advisory, LLC12,626$00.00%Share
31Rockefeller Capital Management L.P.5,623$00.00%Share
32CITADEL ADVISORS LLC19,805$00.00%Share
33OSAIC HOLDINGS, INC.3,150$00.00%Share
34LPL Financial LLC32,140$00.00%Share
35Cambridge Investment Research Advisors, Inc.66,525$00.00%Share
36WELLS FARGO & COMPANY/MN15,693$00.00%Share
37CIM, LLC14,049$00.00%Share
38Cetera Investment Advisers14,727$00.00%Share
39RAYMOND JAMES FINANCIAL INC69,416$00.00%Share
40GUGGENHEIM CAPITAL LLC1$00.00%Share
41SUSQUEHANNA INTERNATIONAL GROUP, LLP14,288$00.00%Share
42BANK OF AMERICA CORP /DE/32,041$00.00%Share
43JONES FINANCIAL COMPANIES LLLP2,000$00.00%Share
44STIFEL FINANCIAL CORP37,246$00.00%Share
45CITIGROUP INC2,388$00.00%Share
46Avestar Capital, LLC10,000$00.00%Share
47Prospera Financial Services Inc12,000$00.00%Share
48WELLS FARGO & COMPANY/MN59,445$00.00%Share
49ROYAL BANK OF CANADA17,344$00.00%Share
50BANK OF MONTREAL /CAN/15,584$00.00%Share

NNY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$27.7B+16
Q3 202529$26.3B-7
Q2 202536$28.0B-6
Q1 202542$37.4B+6
Q4 202436$32.6B+9
Q3 202427$489.0B-3
Q2 202430$25.1B+1
Q1 202429$25.3B—

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As of Q4 2025, 50 institutional investors hold NNY (Nuveen New York Municipal Value Fund). The largest holder is Tortoise Investment Management, LLC with $5.7B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own NNY?

As of Q4 2025, 50 institutional investors report holding NNY (Nuveen New York Municipal Value Fund) in their 13F filings.

Who is the largest institutional holder of NNY?

The largest institutional holder of NNY is Tortoise Investment Management, LLC with $5.7B in shares.

Is institutional ownership of NNY increasing or decreasing?

This quarter, 11 institutions opened new positions in NNY and 2 closed their positions.