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

$5.6715338461535335e+90T

% of Float Held

—

QoQ Change in Holders

+15 / -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+$3.5M
Penbrook Management LLCNew Position+214K+$1.8M
Fiera Capital CorpNew Position+205K+$1.0M
Breakwater Capital GroupNew Position+33K+$285K
MELFA WEALTH MANAGEMENT, INC.New Position+30K+$256K
Realta Investment AdvisorsNew Position+17K+$148K
BCS Private Wealth Management, Inc.New Position+15K+$128K
Virtu Financial LLCNew Position+13K+$113K
Tyche Wealth Partners LLCNew Position+11K+$97K
Pacific Wealth Strategies Group, Inc.New Position+10K+$85K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+7K+$56K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+3K+$25K
Elyxium Wealth, LLCNew Position+3K+$25K
Corient Private Wealth LLCNew Position+26K+$25K
Spire Wealth ManagementNew Position+519+$4K

NNY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tortoise Investment Management, LLCDecreased-142K-$6.6B
1607 Capital Partners, LLCDecreased-59K-$5.6B
MORGAN STANLEYDecreased-8K-$2.3B
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
Prospera Financial Services IncDecreased-7K-$152.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-389-$121.2M
FNY Investment Advisers, LLCClosed Position-300-$2K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Tortoise Investment Management, LLC662,306$5.7M0.50%Share
21607 Capital Partners, LLC623,323$5.3M0.36%Share
3UBS Group AG538,911$4.6M0.00%Share
4Hennion & Walsh Asset Management, Inc.412,635$3.5M0.12%Share
5GUGGENHEIM CAPITAL LLC414,327$3.0M0.02%Share
6MORGAN STANLEY272,853$2.0M0.00%Share
7Penbrook Management LLC213,727$1.8M1.26%Share
8Fiera Capital Corp204,509$1.0M0.00%Share
9LEIGH BALDWIN & CO., LLC116,732$1.0M0.66%Share
10Marshall & Sterling Wealth Advisors Inc.61,730$528K0.35%Share
11Breakwater Capital Group33,282$285K0.04%Share
12MELFA WEALTH MANAGEMENT, INC.29,908$256K0.15%Share
13Herold Advisors, Inc.26,320$225K0.05%Share
14VIRTUE ASSET MANAGEMENT LLC22,440$192K0.15%Share
15Realta Investment Advisors17,338$148K0.05%Share
16BCS Private Wealth Management, Inc.15,000$128K0.04%Share
17Virtu Financial LLC13,195$113K0.00%Share
18Tyche Wealth Partners LLC11,393$97K0.02%Share
19Pacific Wealth Strategies Group, Inc.10,000$85K0.05%Share
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6,588$56K0.00%Share
21Grove Bank & Trust4,000$34K0.00%Share
22Corient Private Wealth LLC25,692$25K0.00%Share
23FLAGSHIP HARBOR ADVISORS, LLC2,949$25K0.00%Share
24Elyxium Wealth, LLC1,607$13K0.00%Share
25Elyxium Wealth, LLC831$7K0.00%Share
26Elyxium Wealth, LLC621$5K0.00%Share
27Spire Wealth Management519$4K0.00%Share
28OSAIC HOLDINGS, INC.3,150$00.00%Share
29OSAIC HOLDINGS, INC.114,698$00.00%Share
30Rockefeller Capital Management L.P.5,623$00.00%Share
31STIFEL FINANCIAL CORP37,246$00.00%Share
32CITIGROUP INC2,388$00.00%Share
33CIM, LLC14,049$00.00%Share
34Prospera Financial Services Inc12,000$00.00%Share
35Steward Partners Investment Advisory, LLC12,626$00.00%Share
36ROYAL BANK OF CANADA17,344$00.00%Share
37Cetera Investment Advisers14,727$00.00%Share
38GUGGENHEIM CAPITAL LLC1$00.00%Share
39CITADEL ADVISORS LLC19,805$00.00%Share
40SUSQUEHANNA INTERNATIONAL GROUP, LLP14,288$00.00%Share
41RAYMOND JAMES FINANCIAL INC69,416$00.00%Share
42BANK OF AMERICA CORP /DE/32,041$00.00%Share
43JONES FINANCIAL COMPANIES LLLP2,000$00.00%Share
44BANK OF MONTREAL /CAN/15,584$00.00%Share
45Janney Montgomery Scott LLC27,673$00.00%Share
46LPL Financial LLC32,140$00.00%Share
47Avestar Capital, LLC10,000$00.00%Share
48Cambridge Investment Research Advisors, Inc.66,525$00.00%Share
49WELLS FARGO & COMPANY/MN59,445$00.00%Share
50WELLS FARGO & COMPANY/MN15,693$00.00%Share

NNY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$30.2M+16
Q3 202529$29.0B-7
Q2 202536$28.2B-6
Q1 202542$37.7B+6
Q4 202436$1.8T+9
Q3 202427$20.1T-3
Q2 202430$19.7T+1
Q1 202429$19.8T—

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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 $5.7M in shares. This quarter, 15 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 $5.7M in shares.

Is institutional ownership of NNY increasing or decreasing?

This quarter, 15 institutions opened new positions in NNY and 2 closed their positions.