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, Q4 2021
Institutional positions in Walker & Dunlop, Inc. as of Dec 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
- 271
- +50 vs. Q3 2021
- Shares held
- 23.8M
- +314.3K (+1.3%) vs. Q3 2021
- Total value
- $3.58B
- +$920.8M (+34.6%) vs. Q3 2021
- New holders
- 69
- 72 more added
- Sold out
- 19
- 88 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 6 | $1.00K | 0.00% | +6 | New |
| Signaturefd, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Schubert & Co | 8 | $1.00K | 0.00% | +8 | New |
| Covestor Ltd | 6 | $1.00K | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11 | $2.00K | 0.00% | +11 | New |
| Motley Fool Asset Management LLC | 14 | $2.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Missouri Trust & Investment Co | 10 | $2.00K | 0.00% | +10 | New |
| Sugarloaf Wealth Management, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Masso Torrence Wealth Management Inc. | 20 | $3.00K | 0.00% | +20 | New |
| Tarbox Family Office, Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $4.00K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 33 | $4.98K | 0.00% | +33 | New |
| Sageworth Trust Co | 34 | $5.00K | 0.00% | −116−77.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 34 | $5.00K | 0.00% | −16−32.0% | Reduced |
| Manchester Capital Management LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 43 | $6.00K | 0.00% | +43 | New |
| Vectors Research Management, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 60 | $8.00K | 0.01% | +60 | New |
| Fifth Third Bancorp | 62 | $9.00K | 0.00% | +23+59.0% | Added |
| Quadrant Capital Group LLC | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 82 | $12.0K | 0.00% | +82 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 83 | $13.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $15.0K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $15.0K | 0.03% | +100 | New |
| Ulland Investment Advisors, LLC | 100 | $15.0K | 0.01% | +100 | New |
| Rise Advisors, LLC | 103 | $15.6K | 0.01% | +103 | New |
| Sageworth Trust Co of South Dakota | 111 | $17.0K | 0.03% | +111 | New |
| State of Wyoming | 128 | $19.0K | 0.01% | +128 | New |
| Allworth Financial LP | 130 | $20.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 140 | $21.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21,006 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 165 | $25.0K | 0.00% | +21+14.6% | Added |
| Lindbrook Capital, LLC | 180 | $27.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $30.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 220 | $33.0K | 0.00% | +1+0.5% | Added |
| USA Financial Portformulas Corp | 236 | $36.0K | 0.03% | +236 | New |
| Snowden Capital Advisors LLC | 250 | $37.0K | 0.00% | +250 | New |
| Baldwin Brothers Inc | 300 | $45.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 303 | $46.0K | 0.00% | −3,641−92.3% | Reduced |
| Quantbot Technologies LP | 312 | $47.0K | 0.00% | +312 | New |
| Lazard Asset Management LLC | 386 | $58.0K | 0.00% | +142+58.2% | Added |
| Central Trust Co | 400 | $60.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 533 | $80.0K | 0.05% | +533 | New |
| Parkside Financial Bank & Trust | 547 | $83.0K | 0.02% | −42−7.1% | Reduced |
| Captrust Financial Advisors | 568 | $86.0K | 0.00% | −36−6.0% | Reduced |
| Sutton Wealth Advisors Inc. | 576 | $86.9K | 0.03% | +7+1.2% | Added |
| Spire Wealth Management | 713 | $108.0K | 0.00% | +20+2.9% | Added |
| Signet Financial Management, LLC | 739 | $112.0K | 0.02% | +739 | New |
| Nisa Investment Advisors, LLC | 1,010 | $134.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 953 | $144.0K | 0.00% | +953 | New |
| Macquarie Group Ltd | 992 | $149.0K | 0.00% | −71−6.7% | Reduced |
| SG Americas Securities, LLC | 1,109 | $167.0K | 0.00% | −45,179−97.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,162 | $175.0K | 0.00% | −46−3.8% | Reduced |
| Lee Financial Co | 1,183 | $178.0K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,328 | $200.0K | 0.01% | +1,328 | New |
| Chilton Investment Co LLC | 1,330 | $201.0K | 0.00% | +1,330 | New |
| Wolf Group Capital Advisors | 1,338 | $202.0K | 0.03% | +1,338 | New |
| Xponance, Inc. | 1,386 | $209.0K | 0.00% | +1,386 | New |
| Cubist Systematic Strategies, LLC | 1,414 | $213.0K | 0.00% | −8,421−85.6% | Reduced |
| CIBC Asset Management Inc | 1,447 | $218.0K | 0.00% | +1,447 | New |
| Independent Financial Group, LLC | 1,500 | $226.3K | 0.02% | +1,500 | New |
| United Capital Financial Advisers, LLC | 1,519 | $229.0K | 0.00% | +1,519 | New |
| Pluribus Labs, LLC | 1,528 | $231.0K | 0.24% | +1,528 | New |
| Seven Post Investment Office LP | 1,550 | $234.0K | 0.06% | +1,550 | New |
| Mackenzie Financial Corp | 1,571 | $237.0K | 0.00% | +1,571 | New |
| Buckingham Strategic Wealth, LLC | 1,600 | $241.0K | 0.00% | +1,600 | New |
| Versor Investments LP | 1,613 | $243.0K | 0.01% | −1,021−38.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,657 | $250.0K | 0.00% | −43−2.5% | Reduced |
| Evergreen Capital Management LLC | 1,655 | $250.0K | 0.01% | +1,655 | New |
| Pictet Asset Management SA | 1,713 | $258.0K | 0.00% | −327−16.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,805 | $272.0K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,803 | $272.0K | 0.01% | +1,803 | New |
| SG3 Management, LLC | 1,848 | $279.0K | 0.03% | +1,848 | New |
| Shelton Capital Management | 1,860 | $281.0K | 0.01% | −84−4.3% | Reduced |
| Neuberger Berman Group LLC | 1,953 | $284.0K | 0.00% | +59+3.1% | Added |
| Vivid Financial Management, Inc. | 1,898 | $286.0K | 0.11% | −1,838−49.2% | Reduced |
| STRS Ohio | 2,000 | $301.0K | 0.00% | +1,400+233.3% | Added |
| Heritage Investors Management Corp | 2,000 | $302.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $302.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,030 | $305.0K | 0.00% | +182+9.8% | Added |
| Venturi Wealth Management, LLC | 2,025 | $306.0K | 0.02% | +2,025 | New |
| Harvest Investment Services, LLC | 2,060 | $310.0K | 0.13% | +2,060 | New |
| Winton Group Ltd | 2,093 | $316.0K | 0.02% | +2,093 | New |
| Guggenheim Capital LLC | 2,106 | $318.0K | 0.00% | +2,106 | New |
| RPg Family Wealth Advisory, LLC | 2,111 | $318.5K | 0.13% | −1,989−48.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,139 | $323.0K | 0.01% | −7,366−77.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 2,177 | $328.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,200 | $332.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,242 | $338.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,267 | $342.0K | 0.00% | −325−12.5% | Reduced |