Skip to main content

Walker & Dunlop, Inc.

WD
Exchange
NYSE
Industry
Finance Services
SEC CIK
0001497770

No open-market purchases or sales by Walker & Dunlop, Inc. insiders were filed in the last 90 days; 266 institutions reported holding it in 13F filings for Q2 2026, worth $1.61B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Walker & Dunlop, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
225
No complete 13F data for Q4 2020
Shares held
23.5M
No complete 13F data for Q4 2020
Total value
$2.41B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 225 institutions
Q1 2021: 225 institutionsQ2 2021: 220 institutionsQ3 2021: 223 institutionsQ4 2021: 271 institutionsQ1 2022: 275 institutionsQ2 2022: 234 institutionsQ3 2022: 245 institutionsQ4 2022: 226 institutionsQ1 2023: 243 institutionsQ2 2023: 217 institutionsQ3 2023: 217 institutionsQ4 2023: 253 institutionsQ1 2024: 263 institutionsQ2 2024: 253 institutionsQ3 2024: 274 institutionsQ4 2024: 271 institutionsQ1 2025: 293 institutionsQ2 2025: 285 institutionsQ3 2025: 283 institutionsQ4 2025: 279 institutionsQ1 2026: 255 institutionsQ2 2026: 266 institutions
Value heldQ1 2021: $2.41B
Q1 2021: $2.41BQ2 2021: $2.43BQ3 2021: $2.66BQ4 2021: $3.58BQ1 2022: $3.13BQ2 2022: $2.39BQ3 2022: $2.06BQ4 2022: $1.95BQ1 2023: $1.95BQ2 2023: $2.08BQ3 2023: $2.01BQ4 2023: $3.04BQ1 2024: $2.83BQ2 2024: $2.78BQ3 2024: $3.19BQ4 2024: $2.75BQ1 2025: $2.44BQ2 2025: $2.00BQ3 2025: $2.39BQ4 2025: $1.70BQ1 2026: $1.29BQ2 2026: $1.61B
Institutions holding WD and their total value by quarter
QuarterHoldersValue
Q2 2026266$1.61B
Q1 2026255$1.29B
Q4 2025279$1.70B
Q3 2025283$2.39B
Q2 2025285$2.00B
Q1 2025293$2.44B
Q4 2024271$2.75B
Q3 2024274$3.19B
Q2 2024253$2.78B
Q1 2024263$2.83B
Q4 2023253$3.04B
Q3 2023217$2.01B
Q2 2023217$2.08B
Q1 2023243$1.95B
Q4 2022226$1.95B
Q3 2022245$2.06B
Q2 2022234$2.39B
Q1 2022275$3.13B
Q4 2021271$3.58B
Q3 2021223$2.66B
Q2 2021220$2.43B
Q1 2021225$2.41B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
O'Shaughnessy Asset Management, LLC3$00.00%––
Harbour Investments, Inc.5$1.00K0.00%––
Kistler-Tiffany Companies, LLC5$1.00K0.00%––
Fieldpoint Private Securities, LLC5$1.00K0.00%––
Disciplined Investments, LLC8$1.00K0.00%––
Clearstead Advisors, LLC15$2.00K0.00%––
Sugarloaf Wealth Management, LLC18$2.00K0.00%––
Ameritas Investment Company, LLC24$2.47K0.00%––
Tarbox Family Office, Inc.25$3.00K0.00%––
Parallel Advisors, LLC32$3.00K0.00%––
Bedel Financial Consulting, Inc.26$3.00K0.00%––
Quadrant Capital Group LLC38$4.00K0.00%––
Wealthcare Advisory Partners LLC40$4.00K0.00%––
Vectors Research Management, LLC52$5.00K0.00%––
Plante Moran Financial Advisors, LLC65$7.00K0.00%––
Toth Financial Advisory Corp100$10.0K0.00%––
Group One Trading, L.P.100$10.0K0.00%––
TCI Wealth Advisors, Inc.107$11.0K0.00%––
Firestone Capital Management108$11.0K0.00%––
Lindbrook Capital, LLC120$12.0K0.00%––
Allworth Financial LP130$13.0K0.00%––
American Portfolios Advisors140$14.4K0.00%––
Massmutual Trust Co FSB150$15.0K0.00%––
Smith Asset Management Group LP160$16.0K0.00%––
Focused Wealth Management, Inc200$21.0K0.00%––
Trustcore Financial Services, LLC217$22.0K0.00%––
Spire Wealth Management117$22.0K0.00%––
Systematic Alpha Investments, LLC232$24.0K0.00%––
Rockefeller Capital Management L.P.277$28.0K0.00%––
Baldwin Brothers Inc300$31.0K0.00%––
Geneos Wealth Management Inc.300$33.0K0.00%––
Central Trust Co400$41.0K0.00%––
Quantbot Technologies LP463$47.0K0.00%––
Steward Partners Investment Advisory, LLC563$57.8K0.00%––
Sutton Wealth Advisors Inc.569$58.5K0.02%––
Toronto Dominion Bank578$59.0K0.00%––
Parkside Financial Bank & Trust578$59.0K0.02%––
Sonora Investment Management, LLC600$62.0K0.00%––
Cypress Capital Management LLC (WY)621$64.0K0.06%––
WealthShield Partners, LLC760$78.0K0.01%––
Prime Capital Investment Advisors, LLC778$80.0K0.01%––
C M Bidwell & Associates Ltd827$85.0K0.06%––
Captrust Financial Advisors834$86.0K0.00%––
Nisa Investment Advisors, LLC900$92.0K0.00%––
Macquarie Group Ltd1,063$109.0K0.00%––
Skandinaviska Enskilda Banken AB (publ)1,100$113.0K0.00%––
Advisor Group Holdings, Inc.1,137$118.0K0.00%––
Lee Financial Co1,183$122.0K0.03%––
Point72 Hong Kong Ltd1,184$122.0K0.01%––
Valeo Financial Advisors, LLC1,295$133.0K0.01%––
Public Employees Retirement System of Ohio1,349$139.0K0.00%––
PEAK6 Investments LLC1,518$156.0K0.00%––
The PNC Financial Services Group, Inc.1,650$169.0K0.00%––
FinTrust Capital Advisors, LLC1,805$185.0K0.05%––
Heritage Investors Management Corp2,000$205.0K0.01%––
LS Investment Advisors, LLC2,023$208.0K0.01%––
Caxton Associates LP2,154$221.0K0.02%––
Huntington National Bank2,200$226.0K0.00%––
XTX Topco Ltd2,241$230.0K0.11%––
Raymond James & Associates2,259$232.0K0.00%––
Quantitative Systematic Strategies LLC2,355$242.0K0.04%––
Ameritas Investment Partners, Inc.2,370$243.0K0.01%––
Pictet Asset Management Ltd2,400$247.0K0.00%––
Cerity Partners LLC2,410$248.0K0.01%––
Quantinno Capital Management LP2,455$252.0K0.27%––
Amalgamated Bank2,692$277.0K0.01%––
Commonwealth Equity Services, LLC2,727$280.0K0.00%––
Wolverine Trading, LLC2,741$282.0K0.01%––
Creative Planning2,743$282.0K0.00%––
Guggenheim Capital LLC2,809$289.0K0.00%––
Gotham Asset Management, LLC2,831$291.0K0.01%––
HSBC Holdings PLC2,946$306.0K0.00%––
Eudaimonia Partners, LLC3,000$308.0K0.06%––
Profund Advisors LLC3,072$316.0K0.01%––
Alps Advisors Inc3,122$321.0K0.00%––
CWM Advisors, LLC3,264$335.0K0.05%––
Teacher Retirement System of Texas3,305$340.0K0.00%––
Gsa Capital Partners LLP3,337$343.0K0.06%––
State of Wisconsin Investment Board3,400$349.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,433$353.0K0.00%––
Kestra Advisory Services, LLC3,514$361.0K0.00%––
ExodusPoint Capital Management, LP3,529$363.0K0.01%––
Two Sigma Advisers, LP3,590$369.0K0.00%––
Meristem Family Wealth, LLC3,695$380.0K0.08%––
IndexIQ Advisors LLC3,898$400.0K0.01%––
Mutual of America Capital Management LLC3,917$402.0K0.00%––
Robertson Stephens Wealth Management, LLC3,970$407.0K0.07%––
NEXT Financial Group, Inc4,069$418.0K0.04%––
Vivid Financial Management, Inc.4,207$432.0K0.20%––
TBH Global Asset Management, LLC4,217$433.0K0.11%––
Everence Capital Management Inc4,340$446.0K0.04%––
Tower Research Capital LLC (TRC)4,354$447.0K0.01%––
Cubist Systematic Strategies, LLC4,397$452.0K0.01%––
Public Employees Retirement Association of Colorado4,624$475.0K0.00%––
Assenagon Asset Management S.A.4,709$484.0K0.00%––
AlphaCrest Capital Management LLC4,900$503.0K0.03%––
Teamwork Financial Advisors, LLC4,940$507.0K0.12%––
AE Wealth Management LLC5,100$524.0K0.01%––
Meeder Asset Management Inc5,496$564.0K0.03%––
Crossmark Global Holdings, Inc.5,650$580.0K0.01%––