$NCA

$8.33 +$0.06 (0.73%) Close

$NCA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 33.1M shares outstanding

Who owns NCA?

By type of holder

Institutions 26.8% Everyone else 73.2%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 21.6%

UBS Group AG 6.6% · Morgan Stanley 5.0%

Institutional ownership

26.8%

+1.3 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

+445.0K

by institutions in Q2 2026

New / sold out

6 / 6

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

UBS Group AG +95.8K
Atlas Private Wealth Advisors +60.4K

Biggest sellers in Q2 2026

Ducere Wealth Management LLC SOLD OUT −60.8K
First Foundation Advisors −28.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Nuveen California Municipal Value Fund Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Nuveen California Municipal Value Fund Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years65% 3–5 years21% 1–3 years9% Under 1 year5%

Quarterly turnover

4.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting NCA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
UG UBS Group AG	2.2M	6.55%	+95.8K (+4.6%)	≤2021	0.0%
Shares held by quarter Peak holding2.2M (Q2'26) Change over 8 quarters+1.0M Share of the company6.550% UBS Group AG's full portfolio →
MS Morgan Stanley	1.7M	5.04%	+655 (+0.0%)	≤2021	0.0%
Shares held by quarter Peak holding1.8M (Q3'25) Change over 8 quarters+13.5K Share of the company5.040% Morgan Stanley's full portfolio →

UBS Group AG

2.2M

% of company

6.55%

Change vs last qtr

+95.8K (+4.6%)

Held since

≤2021

Morgan Stanley

1.7M

% of company

5.04%

Change vs last qtr

+655 (+0.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Nuveen California Municipal Value Fund Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NCA on Form N-PORT; together they hold 0.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MS Multi-Hedge Strategies Fund Rydex Variable Trust	$3.19K	368	0.00%	0.01%	June 30, 2025
MS Multi-Hedge Strategies Fund Rydex Series Funds	$1.9K	219	0.00%	0.01%	June 30, 2025

Multi-Hedge Strategies Fund

Rydex Variable Trust

Position value

$3.19K

% of company

0.00%

% of the fund

0.01%

As of

June 30, 2025

Multi-Hedge Strategies Fund

Rydex Series Funds

Position value

$1.9K

% of company

0.00%

% of the fund

0.01%

As of

June 30, 2025

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