NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 165.66K | $8.75M | n/a | n/a |
| Q2 2026 | 41 | -1 | 23.40M | $1.17B | +2 | −3 |
| Q1 2026 | 43 | +2 | 23.04M | $1.05B | +2 | n/a |
| Q4 2025 | 41 | 0 | 23.21M | $1.05B | n/a | n/a |
| Q3 2025 | 4 | 0 | 5.44M | $238.42M | n/a | n/a |
| Q2 2025 | 1 | -1 | 94.30K | $3.95M | n/a | −1 |
| Q1 2025 | 1 | +1 | 23.21K | $939,975 | +1 | n/a |
| Q3 2024 | 1 | 0 | 24.21K | $1.01M | +1 | −1 |
| Q2 2024 | 1 | n/a | 20.98K | $793,216 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.07M | n/a | $178.28M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 2 | Morgan Stanley ✦ | 1.20M | n/a | $52.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Fidelity (FMR) ✦ | 98.53K | +4.5% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 72.08K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 277 holders, 33.16M shares, $1.47B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.