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, Q2 2021
Institutional positions in Walker & Dunlop, Inc. as of Jun 30, 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
- 220
- −5 vs. Q1 2021
- Shares held
- 23.3M
- −178.6K (−0.8%) vs. Q1 2021
- Total value
- $2.43B
- +$18.9M (+0.8%) vs. Q1 2021
- New holders
- 23
- 71 more added
- Sold out
- 28
- 83 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 266 | $1.61B |
| Q1 2026 | 255 | $1.29B |
| Q4 2025 | 279 | $1.70B |
| Q3 2025 | 283 | $2.39B |
| Q2 2025 | 285 | $2.00B |
| Q1 2025 | 293 | $2.44B |
| Q4 2024 | 271 | $2.75B |
| Q3 2024 | 274 | $3.19B |
| Q2 2024 | 253 | $2.78B |
| Q1 2024 | 263 | $2.83B |
| Q4 2023 | 253 | $3.04B |
| Q3 2023 | 217 | $2.01B |
| Q2 2023 | 217 | $2.08B |
| Q1 2023 | 243 | $1.95B |
| Q4 2022 | 226 | $1.95B |
| Q3 2022 | 245 | $2.06B |
| Q2 2022 | 234 | $2.39B |
| Q1 2022 | 275 | $3.13B |
| Q4 2021 | 271 | $3.58B |
| Q3 2021 | 223 | $2.66B |
| Q2 2021 | 220 | $2.43B |
| Q1 2021 | 225 | $2.41B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 13 | $1.00K | 0.00% | +13 | New |
| Clearstead Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $2.00K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 15 | $2.00K | 0.00% | +15 | New |
| Carroll Financial Associates, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 40 | $4.00K | 0.00% | +40 | New |
| TCI Wealth Advisors, Inc. | 51 | $5.00K | 0.00% | −56−52.3% | Reduced |
| Vectors Research Management, LLC | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 71 | $7.00K | 0.00% | +68+2,266.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 83 | $9.00K | 0.00% | −16,000−99.5% | Reduced |
| HM Payson & Co | 82 | $9.00K | 0.00% | +82 | New |
| Toth Financial Advisory Corp | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 101 | $11.0K | 0.00% | +101 | New |
| Allworth Financial LP | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 140 | $14.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 150 | $16.0K | 0.00% | +150 | New |
| Lindbrook Capital, LLC | 160 | $17.0K | 0.00% | +40+33.3% | Added |
| Focused Wealth Management, Inc | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 218 | $23.0K | 0.00% | +1+0.5% | Added |
| Systematic Alpha Investments, LLC | 232 | $24.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 255 | $26.0K | 0.00% | −22−7.9% | Reduced |
| Lazard Asset Management LLC | 269 | $28.0K | 0.00% | +269 | New |
| Geneos Wealth Management Inc. | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 379 | $40.0K | 0.00% | −805−68.0% | Reduced |
| Central Trust Co | 400 | $42.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 569 | $59.4K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 577 | $60.0K | 0.00% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 580 | $61.0K | 0.02% | +2+0.3% | Added |
| Sonora Investment Management, LLC | 600 | $63.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 616 | $64.0K | 0.00% | −218−26.1% | Reduced |
| Cypress Capital Management LLC (WY) | 621 | $65.0K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 662 | $69.0K | 0.05% | −165−20.0% | Reduced |
| Spire Wealth Management | 930 | $97.0K | 0.00% | +813+694.9% | Added |
| Nisa Investment Advisors, LLC | 1,010 | $105.0K | 0.00% | +110+12.2% | Added |
| Macquarie Group Ltd | 1,063 | $111.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,091 | $114.0K | 0.09% | +1,091 | New |
| Group One Trading, L.P. | 1,148 | $120.0K | 0.00% | +1,048+1,048.0% | Added |
| Lee Financial Co | 1,183 | $123.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,244 | $130.0K | 0.00% | −105−7.8% | Reduced |
| SG Americas Securities, LLC | 1,448 | $151.0K | 0.00% | −4,270−74.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,648 | $171.0K | 0.00% | −2−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,693 | $177.0K | 0.00% | +556+48.9% | Added |
| FinTrust Capital Advisors, LLC | 1,805 | $188.0K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,921 | $201.0K | 0.07% | −320−14.3% | Reduced |
| Shelton Capital Management | 1,944 | $203.0K | 0.01% | +1,944 | New |
| Verition Fund Management LLC | 1,944 | $203.0K | 0.00% | +1,944 | New |
| Heritage Investors Management Corp | 2,000 | $209.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $209.0K | 0.00% | +2,000 | New |
| Pictet Asset Management Ltd | 2,040 | $213.0K | 0.00% | −360−15.0% | Reduced |
| Wolverine Trading, LLC | 2,184 | $229.0K | 0.01% | −557−20.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,370 | $247.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,409 | $251.0K | 0.01% | −10.0% | Reduced |
| Huntington National Bank | 2,439 | $255.0K | 0.00% | +239+10.9% | Added |
| Quantinno Capital Management LP | 2,455 | $256.0K | 0.29% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 2,500 | $261.0K | 0.27% | +2,500 | New |
| PEAK6 Investments LLC | 2,531 | $264.0K | 0.01% | +1,013+66.7% | Added |
| Allianz Asset Management GmbH | 2,815 | $294.0K | 0.00% | +2,815 | New |
| Eudaimonia Partners, LLC | 3,000 | $313.0K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,083 | $321.0K | 0.00% | +356+13.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,113 | $325.0K | 0.00% | −320−9.3% | Reduced |
| Alps Advisors Inc | 3,122 | $326.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,130 | $327.0K | 0.00% | +321+11.4% | Added |
| Profund Advisors LLC | 3,210 | $335.0K | 0.01% | +138+4.5% | Added |
| NEXT Financial Group, Inc | 3,250 | $340.0K | 0.03% | −819−20.1% | Reduced |
| Teamwork Financial Advisors, LLC | 3,269 | $341.0K | 0.07% | −1,671−33.8% | Reduced |
| State of Wisconsin Investment Board | 3,400 | $355.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,429 | $358.0K | 0.00% | −1,671−32.8% | Reduced |
| Eukles Asset Management | 3,468 | $362.0K | 0.20% | +3,468 | New |
| Kestra Advisory Services, LLC | 3,552 | $371.0K | 0.00% | +38+1.1% | Added |
| Teacher Retirement System of Texas | 3,885 | $406.0K | 0.00% | +580+17.5% | Added |
| IndexIQ Advisors LLC | 3,938 | $411.0K | 0.01% | +40+1.0% | Added |
| Vivid Financial Management, Inc. | 4,072 | $425.0K | 0.17% | −135−3.2% | Reduced |
| Mutual of America Capital Management LLC | 4,203 | $439.0K | 0.00% | +286+7.3% | Added |
| TBH Global Asset Management, LLC | 4,238 | $442.0K | 0.10% | +21+0.5% | Added |
| Everence Capital Management Inc | 4,340 | $453.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,470 | $466.0K | 0.06% | +500+12.6% | Added |
| HSBC Holdings PLC | 4,514 | $473.0K | 0.00% | +1,568+53.2% | Added |
| STRS Ohio | 4,600 | $480.0K | 0.00% | −8,700−65.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,624 | $483.0K | 0.00% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 4,932 | $515.0K | 0.08% | +1,237+33.5% | Added |
| Crossmark Global Holdings, Inc. | 5,350 | $558.0K | 0.01% | −300−5.3% | Reduced |
| RPg Family Wealth Advisory, LLC | 5,942 | $620.3K | 0.25% | +5,942 | New |
| Tower Research Capital LLC (TRC) | 6,187 | $646.0K | 0.02% | +1,833+42.1% | Added |
| First Foundation Advisors | 6,292 | $657.0K | 0.03% | +180+2.9% | Added |
| Brinker Capital Investments, LLC | 6,707 | $700.0K | 0.01% | −223−3.2% | Reduced |
| Susquehanna International Group, LLP | 6,736 | $703.0K | 0.00% | −36,733−84.5% | Reduced |
| Handelsbanken Fonder AB | 6,751 | $705.0K | 0.00% | +1,000+17.4% | Added |
| Man Group plc | 7,203 | $751.0K | 0.00% | +204+2.9% | Added |
| Meeder Asset Management Inc | 7,351 | $767.0K | 0.04% | +1,855+33.8% | Added |
| LPL Financial LLC | 7,721 | $806.0K | 0.00% | +383+5.2% | Added |