NMZ — NUVEEN MUNI HIGH INC OPPORT
As of Q2 2026, 7 SEC-registered investment managers reported holding NMZ (NUVEEN MUNI HIGH INC OPPORT) in their latest 13F filings, with a combined reported value of $87.47M across 8.28M shares. That is +41.0% by share count (+2.41M shares) versus the previous quarter, while reported value moved +43.6%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 3 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NMZ is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.17M | $33.49M | 0.00% | Add |
| Wells Fargo & Co history | 2.36M | $24.94M | 0.00% | Add |
| UBS Group AG history | 1.53M | $16.19M | 0.00% | Reduce |
| Bank of America Corp history | 1.11M | $11.76M | 0.00% | Add |
| PNC Financial Services history | 76.64K | $810.09K | 0.00% | New |
| AQR Capital Management history | 14.14K | $149.42K | 0.00% | New |
| BNY Mellon history | 12.46K | $131.74K | 0.00% | New |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.67M | $27.67M | 0.00% | Add |
| UBS Group AG history | 1.92M | $19.93M | 0.00% | Reduce |
| Wells Fargo & Co history | 878.67K | $9.12M | 0.00% | Add |
| Bank of America Corp history | 389.20K | $4.04M | 0.00% | Reduce |
| Citadel Advisors history | 13.89K | $144.19K | 0.00% | Add |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.62M | $26.73M | 0.00% | Add |
| UBS Group AG history | 2.03M | $20.70M | 0.00% | Add |
| Wells Fargo & Co history | 849.49K | $8.66M | 0.00% | Reduce |
| Bank of America Corp history | 423.07K | $4.31M | 0.00% | Reduce |
| Citadel Advisors history | 12.47K | $127.05K | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.49M | $26.37M | 0.00% | Reduce |
| UBS Group AG history | 1.96M | $20.74M | 0.00% | Add |
| Wells Fargo & Co history | 854.46K | $9.05M | 0.00% | Add |
| Bank of America Corp history | 546.44K | $5.79M | 0.00% | Reduce |
| Invesco Ltd history | 36.73K | $388.99K | 0.00% | Reduce |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.68M | $27.81M | 0.00% | Reduce |
| UBS Group AG history | 1.77M | $18.40M | 0.00% | Reduce |
| Wells Fargo & Co history | 812.63K | $8.43M | 0.00% | Add |
| Bank of America Corp history | 565.93K | $5.87M | 0.00% | Add |
| Invesco Ltd history | 62.27K | $645.72K | 0.00% | Reduce |
| Balyasny Asset Management history | 23.83K | $247.11K | 0.00% | New |
| Citadel Advisors history | 10.51K | $108.98K | 0.00% | Reduce |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.70M | $29.43M | 0.00% | Add |
| UBS Group AG history | 1.83M | $19.93M | 0.00% | Reduce |
| Wells Fargo & Co history | 803.41K | $8.77M | 0.00% | Add |
| Bank of America Corp history | 562.45K | $6.14M | 0.00% | Add |
| Invesco Ltd history | 64.17K | $700.08K | 0.00% | Reduce |
| Citadel Advisors history | 16.35K | $178.35K | 0.00% | Add |
New Positions (Q2 2026)
- PNC Financial Services 76.64K sh · $810.09K
- AQR Capital Management 14.14K sh · $149.42K
- BNY Mellon 12.46K sh · $131.74K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 13.89K sh · $144.19K
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.17M | 2.67M | 2.62M | 2.49M | 2.68M | 2.70M | 2.61M | 2.53M | 2.38M | 2.13M | 1.93M | 2.00M | 1.99M | 1.78M | 1.54M | 1.00M | 915.09K | 850.45K | 887.26K | 849.60K |
| Wells Fargo & Co | 2.36M | 878.67K | 849.49K | 854.46K | 812.63K | 803.41K | 752.54K | 770.66K | 742.04K | 699.84K | 619.79K | 423.37K | 336.66K | 364.24K | 296.85K | 357.57K | 360.59K | 309.08K | 275.27K | 204.22K |
| UBS Group AG | 1.53M | 1.92M | 2.03M | 1.96M | 1.77M | 1.83M | 1.85M | 1.83M | 1.65M | 1.62M | 1.54M | 1.78M | 2.20M | 1.95M | 1.92M | 1.47M | 1.40M | 1.39M | 1.31M | 1.19M |
| Bank of America Corp | 1.11M | 389.20K | 423.07K | 546.44K | 565.93K | 562.45K | 545.00K | 480.61K | 340.18K | 308.48K | 295.35K | 273.57K | 236.59K | 251.35K | 352.15K | 410.45K | 395.99K | 446.43K | 441.31K | 450.32K |
| PNC Financial Services | 76.64K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.03K | — |
| AQR Capital Management | 14.14K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 12.46K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 13.89K | 12.47K | — | 10.51K | 16.35K | 12.87K | — | — | — | 17.35K | 11.72K | 11.65K | 18.50K | 17.32K | — | — | — | 17.55K | — |
| Invesco Ltd | — | — | — | 36.73K | 62.27K | 64.17K | 101.17K | 135.03K | 131.24K | 113.38K | 112.52K | 66.59K | 30.97K | — | — | 43.07K | 52.26K | 55.92K | 92.86K | 100.43K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 1 | — | 1 | — | — | — | — | — | — | — | — | 1 | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | 28.49K | 53.59K | — | — | — | — | — | — |
| Balyasny Asset Management | — | — | — | — | 23.83K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | 10.00K | — | — | — | — | 11.82K | 33.82K | 11.82K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details