NCA on NYSE

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND is a fund registered in the United States, based in Chicago, active since 1987.² Its shares trade on NYSE under the symbol NCA.²

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Last updated Oct 21, 2026.

Overview

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TickerNCA on NYSE²
HeadquartersChicago, United States²
Incorporated inMA³
Business address333 W. Wacker Dr, Chicago, Il 60606³
Legal formFund²
Kind of organizationFund²
LEI549300TMONWV3LX8YU60²
StatusActive²
LEI statusIssued and current²
Registered addressC/O C T Corporation System, 02110 Boston, United States²
Registered withSecurities and Exchange Commission, 0000818851²

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Corporate structure

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND

UBS Filed SCHEDULE 13G/A on NUVEEN CALIFORNIA MUNICIPAL VALUE FUND, latest Aug 3, 2026 (2 filings since Jan 30, 2026)
Morgan Stanley Filed SCHEDULE 13G on NUVEEN CALIFORNIA MUNICIPAL VALUE FUND, latest May 6, 2025
FIRST TRUST PORTFOLIOS LP Filed SC 13G/A on NUVEEN CALIFORNIA MUNICIPAL VALUE FUND, latest Feb 13, 2023 (2 filings since Jan 14, 2022)

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND Chicago, Illinois, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led NUVEEN CALIFORNIA MUNICIPAL VALUE FUND, and when. Pick a name to see everywhere that person has worked.

President

2010201520202025

PresidentBrian J. Lockhart Aug 16, 2019 to Aug 16, 2019⁴
PresidentMark Anson Aug 8, 2008 to Aug 8, 2008⁵

Board members and other officers (32)

VP and TreasurerRobert Tanner Page Oct 29, 2025 to now⁶
Vice PresidentJames N. Nelson Iii. Mar 8, 2024 to Mar 8, 2024⁷
Vice PresidentMary Beth Ramsay Mar 11, 2024 to Mar 11, 2024⁸
VP and ControllerMarc Cardella Dec 2, 2024 to Dec 2, 2024⁹
Vice PresidentJohn M. McCann Apr 21, 2022 to Apr 21, 2022¹⁰
Chief Compliance OfficerBrett Black Jun 6, 2022 to Jun 6, 2022¹¹
Vice PresidentTrey Stenersen Iii. Aug 15, 2022 to Aug 15, 2022¹²
Vice PresidentDeann Morgan Mar 6, 2020 to Mar 6, 2020¹³
Vice PresidentE. Scott Wickerham Apr 18, 2019 to Apr 18, 2019¹⁴
Vice PresidentJacques M. Longerstaey Aug 16, 2019 to Aug 16, 2019¹⁵
Vice PresidentJon Scott Meissner Oct 17, 2019 to Oct 17, 2019¹⁶
Vice PresidentWilliam T. Meyers Feb 28, 2018 to Feb 28, 2018¹⁷
Vice PresidentMichael A. Perry Aug 10, 2017 to Aug 10, 2017¹⁸
Vice PresidentWilliam A. Siffermann Aug 10, 2017 to Aug 10, 2017¹⁹
Vice President and TreasurerNathaniel T. Jones Jun 24, 2016 to Jun 24, 2016²⁰
Vice PresidentDavid J. Lamb Mar 5, 2015 to Mar 5, 2015²¹
Vice President and TreasurerSherri A. Hlavacek Aug 14, 2015 to Aug 14, 2015²²
Vice PresidentJoel T. Slager Jul 25, 2013 to Jul 25, 2013²³
Vice PresidentKathleen L. Prudhomme Jan 11, 2011 to Jan 11, 2011²⁴
Vice PresidentMichelle Ann McCarthy Aug 5, 2010 to Aug 5, 2010²⁵
Vice PresidentGregory T. Mino Mar 27, 2009 to Mar 27, 2009²⁶
Vice PresidentJames Ruane Mar 27, 2009 to Mar 31, 2009²⁷
Vice PresidentMargo L. Cook Mar 27, 2009 to Mar 27, 2009²⁸
Vice PresidentNizida Arriaga Mar 27, 2009 to Mar 27, 2009²⁹
Vice PresidentWilliam T. Huffman Jr. Mar 27, 2009 to Mar 27, 2009³⁰
Vice President & TreasurerScott S. Grace Nov 27, 2009 to Nov 27, 2009³¹
Vice PresidentDemark L. Winget Jan 18, 2008 to Feb 28, 2018³²
Vice PresidentChristopher M. Rohrbacher Jun 6, 2008 to Oct 11, 2016³³
Vice PresidentCedric H. Antosiewicz Jun 7, 2007 to Jun 7, 2007³⁴
Assistant Vice PresidentWalter M. Kelly Sep 27, 2006 to Sep 27, 2006³⁵
Board memberTerence J. Toth Jul 1, 2008 to Jul 1, 2008³⁶
Board memberCarole E. Stone Jan 8, 2007 to Jan 8, 2007³⁷

Subsidiaries and ownership

Fund manager

Nuveen Investments²

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Former names

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND INCSep 29, 1995 to May 17, 2021³

Timeline

Mar 6, 20248-K Regulation FD disclosure³⁸
Oct 13, 20238-K Executive or director change³⁹
Feb 25, 20228-K Regulation FD disclosure⁴⁰
Jul 14, 1987Founded NUVEEN CALIFORNIA MUNICIPAL VALUE FUND is founded²

Filings

76 filings to the SEC since October 2021: 3 major events, 15 insider forms, 5 large holders, 53 other. The latest 20:

Oct 8, 2026424B3 PROSPECTUS FILED PURSUANT TO RULE 424(B)(3) EDGAR
Oct 2, 2026424B3 PROSPECTUS FILED PURSUANT TO RULE 424(B)(3) EDGAR
Sep 3, 20263 EDGAR
Aug 31, 20263 EDGAR
Aug 20, 2026N-PX EDGAR
Aug 17, 2026N-CSRS/A NUVEEN CALIFORNIA MUNICIPAL VALUE FUND EDGAR
Aug 3, 2026SCHEDULE 13G/A EDGAR
Jul 24, 2026NPORT-P EDGAR
May 22, 2026EFFECT EDGAR
May 22, 2026424B2 EDGAR
May 20, 2026N-2/A AMENDMENT TO FORM N-2 EDGAR
May 7, 2026N-CSRS NUVEEN CALIFORNIA MUNICIPAL VALUE FUND EDGAR
Apr 27, 2026NPORT-P EDGAR
Apr 9, 2026N-2 INITIAL REGISTRATION STATEMENT ON FORM N-2 EDGAR
Feb 23, 20263 EDGAR
Jan 30, 2026SCHEDULE 13G EDGAR
Jan 28, 2026NPORT-P EDGAR
Nov 14, 2025N-CEN EDGAR
Nov 6, 2025DEF 14A NUVEEN CALIFORNIA MUNICIPAL VALUE FUND EDGAR
Nov 6, 2025N-CSR NUVEEN CALIFORNIA MUNICIPAL VALUE FUND EDGAR

The 76 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

UBSSCHEDULE 13G/A, 2 filings Jan 30, 2026 to Aug 3, 2026⁴¹
Morgan StanleySCHEDULE 13G, 1 filing May 6, 2025⁴²
FIRST TRUST PORTFOLIOS LPSC 13G/A, 2 filings Jan 14, 2022 to Feb 13, 2023⁴³

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 57. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
UBS Group AG	2,170,465	$20.3M	0.0%	+95,793
Morgan Stanley	1,668,903	$15.6M	0.0%	+655
Advisors Asset Management, Inc.	977,089	$9.1M	0.1%	−4,912
Guggenheim Capital LLC	684,431	$6.4M	0.0%	−13,028
Hennion & Walsh Asset Management, Inc.	462,105	$4.3M	0.1%	+38,762
LPL Financial LLC	324,657	$3.0M	0.0%	+37,409
Wells Fargo & Company/mn	305,316	$2.8M	0.0%	+33,037
Atlas Private Wealth Advisors	210,292	$2.0M	0.4%	+60,386
Regatta Capital Group, LLC	182,877	$1.7M	0.2%	No change
Bank Of America Corp /de/	165,245	$1.5M	0.0%	+1,330
Raymond James Financial Inc	151,108	$1.4M	0.0%	+15,386
Royal Bank Of Canada	138,719	$1.3M	0.0%	+23,645
Fiera Capital Corp	104,292	$973.0K	0.0%	+50,529
Stratos Wealth Partners, LTD.	95,361	$889.7K	0.0%	+16,420
First Foundation Advisors	94,232	$879.2K	0.0%	−28,028
Osaic Holdings, Inc.	93,713	$874.4K	0.0%	+26,966
Melfa Wealth Management, Inc.	80,949	$755.3K	0.4%	−152
Gerber Kawasaki Wealth & Investment Management	66,022	$616.0K	0.0%	+13,368
Jones Financial Companies Lllp	63,431	$591.8K	0.0%	+120
Sweeney & Michel, LLC	64,704	$589.4K	0.2%	−4,818
Mutual Advisors, LLC	55,895	$521.5K	0.0%	+7,637
Sterling Group Wealth Management, LLC	53,993	$503.8K	0.2%	No change
Summit Trail Advisors, LLC	45,186	$421.6K	0.0%	+21,207
Arlington Financial Advisors, LLC	40,000	$373.2K	0.0%	No change
Arax Advisory Partners	34,918	$325.8K	0.0%	+17,459

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How NUVEEN CALIFORNIA MUNICIPAL VALUE FUND is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARNUVEEN CALIFORNIA MUNICIPAL VALUE FUND¹
CIK0000818851
Incorporated inMassachusetts¹
Fiscal year endsFebruary 28¹
Business address333 W. Wacker Dr, Chicago, IL 60606¹
Phone3129178146¹
On EDGAR sinceApr 28, 1995¹
Filings471 in all: 3 (77), 40-17G (39), DEF 14A (31), N-Q (29), NPORT-P (27), NSAR-B (25), N-CSR (24), N-PX (23)¹
All 48 form types
N-CSRS (22), NSAR-A (21), N-30D (17), CORRESP (16), DEFA14A (16), 40-17G/A (9), 425 (9), N-CEN (8), PRE 14A (7), SC 13G/A (7), 40-APP/A (6), 497 (6), EFFECT (5), 8-K (4), N-2/A (4), 40-APP (3), 486BPOS (3), 497J (3), N-2 (3), SC 13G (3), 424B3 (2), POS 8C (2), SCHEDULE 13G (2), UPLOAD (2), 25 (1), 3/A (1), 424B2 (1), 8-A12B/A (1), N-14 (1), N-14 8C (1), N-14 8C/A (1), N-14/A (1), N-8A/A (1), N-CEN/A (1), N-CSRS/A (1), NPORT-EX (1), NSAR-A/A (1), NTFNSAR (1), POS EX (1), SCHEDULE 13G/A (1)
Latest filingsProxy statement (DEF 14A) Nov 6, 2025
Latest 8-K (8-K) Mar 6, 2024

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARNUVEEN CALIFORNIA MUNICIPAL VALUE FUND filings on SEC EDGAR
2
GLEIFNUVEEN CALIFORNIA MUNICIPAL VALUE FUND LEI record (549300TMONWV3LX8YU60)
3
SEC EDGARNUVEEN CALIFORNIA MUNICIPAL VALUE FUND filings on SEC EDGAR
4
SEC EDGARBrian J. Lockhart, President
5
SEC EDGARMark Anson, President
6
SEC EDGARRobert Tanner Page, VP and Treasurer
7
SEC EDGARJames N. Nelson Iii., Vice President
8
SEC EDGARMary Beth Ramsay, Vice President
9
SEC EDGARMarc Cardella, VP and Controller
10
SEC EDGARJohn M. McCann, Vice President
11
SEC EDGARBrett Black, Chief Compliance Officer
12
SEC EDGARTrey Stenersen Iii., Vice President
13
SEC EDGARDeann Morgan, Vice President
14
SEC EDGARE. Scott Wickerham, Vice President
15
SEC EDGARJacques M. Longerstaey, Vice President
16
SEC EDGARJon Scott Meissner, Vice President
17
SEC EDGARWilliam T. Meyers, Vice President
18
SEC EDGARMichael A. Perry, Vice President
19
SEC EDGARWilliam A. Siffermann, Vice President
20
SEC EDGARNathaniel T. Jones, Vice President and Treasurer
21
SEC EDGARDavid J. Lamb, Vice President
22
SEC EDGARSherri A. Hlavacek, Vice President and Treasurer
23
SEC EDGARJoel T. Slager, Vice President
24
SEC EDGARKathleen L. Prudhomme, Vice President
25
SEC EDGARMichelle Ann McCarthy, Vice President
26
SEC EDGARGregory T. Mino, Vice President
27
SEC EDGARJames Ruane, Vice President
28
SEC EDGARMargo L. Cook, Vice President
29
SEC EDGARNizida Arriaga, Vice President
30
SEC EDGARWilliam T. Huffman Jr., Vice President
31
SEC EDGARScott S. Grace, Vice President & Treasurer
32
SEC EDGARDemark L. Winget, Vice President
33
SEC EDGARChristopher M. Rohrbacher, Vice President
34
SEC EDGARCedric H. Antosiewicz, Vice President
35
SEC EDGARWalter M. Kelly, Assistant Vice President
36
SEC EDGARTerence J. Toth, Board member
37
SEC EDGARCarole E. Stone, Board member
38
SEC EDGARRegulation FD disclosure
39
SEC EDGARExecutive or director change
40
SEC EDGARRegulation FD disclosure
41
SEC EDGARUBS SCHEDULE 13G/A on NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
42
SEC EDGARMorgan Stanley SCHEDULE 13G on NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
43
SEC EDGARFIRST TRUST PORTFOLIOS LP SC 13G/A on NUVEEN CALIFORNIA MUNICIPAL VALUE FUND