Who Owns NUMV?
Nuveen ESG Mid-Cap Value — Institutional Ownership & 13F Holdings
$41.16
+0.13 (+0.31%)
Market Cap
$488.7M
Shares Outstanding
12,475,829
Institutional Holders
128
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
21
Closed Positions
11
Increased
33
Decreased
46
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $894.3M | 26,141 |
| 2 | MORGAN STANLEY | $49.0M | 1,432,975 |
| 3 | TIAA TRUST, NATIONAL ASSOCIATION | $41.7M | 1,218,425 |
| 4 | Abacus Wealth Partners, LLC | $31.9M | 931,027 |
| 5 | ROYAL BANK OF CANADA | $18.6M | 544,778 |
| 6 | RAYMOND JAMES FINANCIAL INC | $17.7M | 518,363 |
| 7 | Bank of New York Mellon Corp | $13.9M | 407,372 |
| 8 | BANK OF AMERICA CORP /DE/ | $10.4M | 304,039 |
| 9 | UBS Group AG | $9.1M | 266,544 |
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $8.8M | 256,703 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +262K | $49.0M |
| Abacus Wealth Partners, LLC | +22K | $31.9M |
| RAYMOND JAMES FINANCIAL INC | +25K | $17.7M |
| Bank of New York Mellon Corp | +95K | $13.9M |
| BANK OF AMERICA CORP /DE/ | +10K | $10.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | -118K | $2K |
| TIAA TRUST, NATIONAL ASSOCIATION | -48K | $41.7M |
| Dynamic Advisor Solutions LLC | -32K | $1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -26K | $504K |
| Beacon Pointe Advisors, LLC | -13K | $4.8M |
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Frequently Asked Questions
How many institutional investors hold NUMV?
As of Q1 2025, 128 institutional investors report holding NUMV (Nuveen ESG Mid-Cap Value) in their 13F filings.
Which hedge fund owns the most NUMV?
The largest institutional holder of NUMV is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $894.3M in shares.
Are institutions buying or selling NUMV?
This quarter, 21 institutions opened new positions in NUMV and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.