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, Q3 2021
Institutional positions in Walker & Dunlop, Inc. as of Sep 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
- 223
- +4 vs. Q2 2021
- Shares held
- 23.5M
- +204.4K (+0.9%) vs. Q2 2021
- Total value
- $2.66B
- +$233.4M (+9.6%) vs. Q2 2021
- New holders
- 27
- 65 more added
- Sold out
- 23
- 89 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 6 | $0 | 0.00% | −14−70.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Cordant, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Parallel Advisors, LLC | 15 | $2.00K | 0.00% | −17−53.1% | Reduced |
| Clearstead Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 24 | $3.00K | 0.00% | +24 | New |
| Fifth Third Bancorp | 39 | $4.00K | 0.00% | +39 | New |
| Manchester Capital Management LLC | 36 | $4.00K | 0.00% | +36 | New |
| Vectors Research Management, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $6.00K | 0.00% | +28+127.3% | Added |
| Quadrant Capital Group LLC | 65 | $7.00K | 0.00% | +27+71.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 83 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 121 | $14.0K | 0.00% | +121 | New |
| Allworth Financial LP | 130 | $15.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 140 | $15.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 144 | $16.0K | 0.00% | −6−4.0% | Reduced |
| Sageworth Trust Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 150 | $17.0K | 0.00% | +99+194.1% | Added |
| Lindbrook Capital, LLC | 180 | $20.0K | 0.01% | +20+12.5% | Added |
| Continuum Advisory, LLC | 21,006 | $22.0K | 0.01% | +21,006 | New |
| Strategic Asset Management, LLC | 200 | $24.0K | 0.03% | +200 | New |
| Trustcore Financial Services, LLC | 219 | $25.0K | 0.00% | +1+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 217 | $25.0K | 0.00% | +146+205.6% | Added |
| Lazard Asset Management LLC | 244 | $27.0K | 0.00% | −25−9.3% | Reduced |
| Systematic Alpha Investments, LLC | 232 | $30.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 341 | $39.0K | 0.00% | −236−40.9% | Reduced |
| Central Trust Co | 400 | $45.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 569 | $64.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 589 | $67.0K | 0.02% | +9+1.6% | Added |
| STRS Ohio | 600 | $68.0K | 0.00% | −4,000−87.0% | Reduced |
| Sonora Investment Management, LLC | 600 | $68.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 604 | $69.0K | 0.00% | −12−1.9% | Reduced |
| Spire Wealth Management | 693 | $79.0K | 0.00% | −237−25.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,010 | $115.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,063 | $121.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,183 | $134.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,208 | $137.0K | 0.00% | −36−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,700 | $193.0K | 0.00% | +52+3.2% | Added |
| Wolverine Trading, LLC | 1,800 | $201.0K | 0.00% | −384−17.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,805 | $205.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,848 | $210.0K | 0.00% | +155+9.2% | Added |
| Neuberger Berman Group LLC | 1,894 | $214.0K | 0.00% | +1,894 | New |
| Shelton Capital Management | 1,944 | $221.0K | 0.01% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,000 | $227.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $227.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,999 | $227.0K | 0.02% | +1,999 | New |
| Pictet Asset Management SA | 2,040 | $232.0K | 0.00% | +2,040 | New |
| Kiwi Wealth Investments Limited Partnership | 2,177 | $247.0K | 0.01% | −17,302−88.8% | Reduced |
| Huntington National Bank | 2,200 | $250.0K | 0.00% | −239−9.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,242 | $254.0K | 0.01% | −128−5.4% | Reduced |
| Cerity Partners LLC | 2,440 | $277.0K | 0.01% | +31+1.3% | Added |
| Quantinno Capital Management LP | 2,455 | $279.0K | 0.31% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,592 | $294.0K | 0.00% | +2,337+916.5% | Added |
| Versor Investments LP | 2,634 | $299.0K | 0.01% | +2,634 | New |
| Raymond James & Associates | 2,689 | $305.0K | 0.00% | −19,550−87.9% | Reduced |
| Ellsworth Advisors, LLC | 2,702 | $307.0K | 0.14% | +2,702 | New |
| Profund Advisors LLC | 2,832 | $321.0K | 0.01% | −378−11.8% | Reduced |
| Eudaimonia Partners, LLC | 3,000 | $341.0K | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,113 | $353.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,268 | $371.0K | 0.03% | +18+0.6% | Added |
| State of Wisconsin Investment Board | 3,400 | $386.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,430 | $389.0K | 0.00% | +347+11.3% | Added |
| Garrison Bradford & Associates Inc | 3,500 | $397.0K | 0.40% | +1,000+40.0% | Added |
| Cornerstone Investment Partners, LLC | 3,694 | $419.0K | 0.02% | +3,694 | New |
| Vivid Financial Management, Inc. | 3,736 | $424.0K | 0.17% | −336−8.3% | Reduced |
| Insight Folios Inc | 3,789 | $430.0K | 0.24% | +3,789 | New |
| HSBC Holdings PLC | 3,854 | $438.0K | 0.00% | −660−14.6% | Reduced |
| Eukles Asset Management | 3,891 | $442.0K | 0.24% | +423+12.2% | Added |
| Mutual of America Capital Management LLC | 3,903 | $443.0K | 0.00% | −300−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,944 | $448.0K | 0.01% | −2,243−36.3% | Reduced |
| RPg Family Wealth Advisory, LLC | 4,100 | $465.4K | 0.20% | −1,842−31.0% | Reduced |
| Everence Capital Management Inc | 4,340 | $493.0K | 0.04% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 4,376 | $497.0K | 0.02% | +438+11.1% | Added |
| ProShare Advisors LLC | 4,502 | $511.0K | 0.00% | −3,890−46.4% | Reduced |
| First Eagle Investment Management, LLC | 4,600 | $522.0K | 0.00% | +4,600 | New |
| Public Employees Retirement Association of Colorado | 4,624 | $525.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,683 | $532.0K | 0.00% | +798+20.5% | Added |
| Meristem Family Wealth, LLC | 4,932 | $560.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,948 | $561.0K | 0.03% | −2,403−32.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,980 | $565.0K | 0.07% | +510+11.4% | Added |
| TBH Global Asset Management, LLC | 5,215 | $592.0K | 0.14% | +977+23.1% | Added |
| Crossmark Global Holdings, Inc. | 5,290 | $600.0K | 0.01% | −60−1.1% | Reduced |
| Teamwork Financial Advisors, LLC | 5,320 | $604.0K | 0.12% | +2,051+62.7% | Added |
| AE Wealth Management LLC | 5,488 | $623.0K | 0.01% | +2,059+60.0% | Added |
| Jane Street Group, LLC | 6,043 | $686.0K | 0.00% | −2,216−26.8% | Reduced |
| Brinker Capital Investments, LLC | 6,707 | $700.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 6,470 | $734.0K | 0.03% | +178+2.8% | Added |
| Man Group plc | 6,965 | $790.0K | 0.00% | −238−3.3% | Reduced |
| Algert Global LLC | 7,547 | $857.0K | 0.11% | +7,547 | New |
| Metropolitan Life Insurance Co | 7,701 | $874.1K | 0.01% | −499−6.1% | Reduced |
| Handelsbanken Fonder AB | 7,951 | $902.0K | 0.00% | +1,200+17.8% | Added |
| Envestnet Asset Management Inc | 7,994 | $907.0K | 0.00% | −62−0.8% | Reduced |