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 2022
Institutional positions in Walker & Dunlop, Inc. as of Mar 31, 2022. 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
- 275
- +6 vs. Q4 2021
- Shares held
- 24.2M
- +382.7K (+1.6%) vs. Q4 2021
- Total value
- $3.13B
- −$456.8M (−12.8%) vs. Q4 2021
- New holders
- 36
- 98 more added
- Sold out
- 30
- 88 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Missouri Trust & Investment Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Sugarloaf Wealth Management, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19 | $2.00K | 0.00% | +4+26.7% | Added |
| Global Retirement Partners, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Cordant, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| National Bank of Canada | 25 | $3.00K | 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 |
| JFS Wealth Advisors, LLC | 24 | $3.00K | 0.00% | +12+100.0% | Added |
| Sageworth Trust Co | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 33 | $4.29K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 41 | $5.00K | 0.00% | +41 | New |
| CWM, LLC | 50 | $6.00K | 0.00% | +7+16.3% | Added |
| Signaturefd, LLC | 47 | $6.00K | 0.00% | +42+840.0% | Added |
| Vectors Research Management, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 62 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 74 | $10.0K | 0.00% | −8−9.8% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $10.0K | 0.00% | +75 | New |
| Rise Advisors, LLC | 88 | $11.0K | 0.01% | −15−14.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 84 | $11.0K | 0.00% | +84 | New |
| Toth Financial Advisory Corp | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 111 | $14.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 105 | $14.0K | 0.00% | +105 | New |
| Nomura Asset Management Co Ltd | 110 | $14.2K | 0.00% | +110 | New |
| Allworth Financial LP | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 140 | $18.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 144 | $19.0K | 0.00% | −21−12.7% | Reduced |
| Tower Research Capital LLC (TRC) | 157 | $20.0K | 0.00% | −146−48.2% | Reduced |
| Continuum Advisory, LLC | 21,000 | $21.0K | 0.00% | −60.0% | Reduced |
| Lindbrook Capital, LLC | 185 | $24.0K | 0.00% | +5+2.8% | Added |
| Quadrant Capital Group LLC | 197 | $25.0K | 0.00% | +132+203.1% | Added |
| Strategic Asset Management, LLC | 200 | $26.0K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 265 | $34.0K | 0.00% | +265 | New |
| Geneos Wealth Management Inc. | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 310 | $40.0K | 0.03% | +304+5,066.7% | Added |
| TCI Wealth Advisors, Inc. | 326 | $43.0K | 0.01% | +176+117.3% | Added |
| San Luis Wealth Advisors LLC | 285 | $43.0K | 0.02% | +285 | New |
| State of Wyoming | 346 | $45.0K | 0.02% | +218+170.3% | Added |
| Archer Investment Corp | 400 | $51.8K | 0.02% | +400 | New |
| Central Trust Co | 400 | $52.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 431 | $56.0K | 0.00% | +431 | New |
| First Manhattan Co | 504 | $65.0K | 0.00% | +504 | New |
| Mascoma Wealth Management LLC | 537 | $69.0K | 0.02% | +537 | New |
| Parkside Financial Bank & Trust | 538 | $70.0K | 0.02% | −9−1.6% | Reduced |
| Freedman Financial Associates, Inc. | 533 | $70.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 572 | $74.0K | 0.03% | −4−0.7% | Reduced |
| Baldwin Brothers Inc | 600 | $78.0K | 0.01% | +300+100.0% | Added |
| USA Financial Portformulas Corp | 683 | $88.0K | 0.09% | +447+189.4% | Added |
| Spire Wealth Management | 699 | $90.0K | 0.00% | −14−2.0% | Reduced |
| Ci Investments Inc. | 819 | $106.0K | 0.00% | −134−14.1% | Reduced |
| Nisa Investment Advisors, LLC | 900 | $116.0K | 0.00% | −110−10.9% | Reduced |
| Macquarie Group Ltd | 1,109 | $144.0K | 0.00% | +117+11.8% | Added |
| Public Employees Retirement System of Ohio | 1,173 | $152.0K | 0.00% | +11+0.9% | Added |
| Lee Financial Co | 1,183 | $153.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,200 | $155.0K | 0.06% | +1,200 | New |
| Captrust Financial Advisors | 1,478 | $191.0K | 0.00% | +910+160.2% | Added |
| Seven Post Investment Office LP | 1,550 | $201.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,645 | $213.0K | 0.00% | +45+2.8% | Added |
| The PNC Financial Services Group, Inc. | 1,661 | $215.0K | 0.00% | +4+0.2% | Added |
| Mackenzie Financial Corp | 1,659 | $215.0K | 0.00% | +88+5.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,698 | $220.0K | 0.05% | +1,698 | New |
| Pictet Asset Management SA | 1,713 | $222.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,741 | $225.0K | 0.01% | +413+31.1% | Added |
| Marshall Wace, LLP | 1,783 | $230.0K | 0.00% | +1,783 | New |
| FinTrust Capital Advisors, LLC | 1,805 | $234.0K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,820 | $235.5K | 0.01% | −5,476−75.1% | Reduced |
| Shelton Capital Management | 1,860 | $241.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,884 | $244.0K | 0.01% | +81+4.5% | Added |
| Evergreen Capital Management LLC | 1,897 | $246.0K | 0.01% | +242+14.6% | Added |
| Neuberger Berman Group LLC | 1,984 | $257.0K | 0.00% | +31+1.6% | Added |
| Heritage Investors Management Corp | 2,000 | $259.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $259.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,025 | $262.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,145 | $262.0K | 0.00% | +115+5.7% | Added |
| Jane Street Group, LLC | 2,159 | $279.0K | 0.00% | +2,159 | New |
| Graham Capital Management, L.P. | 2,187 | $283.0K | 0.01% | +2,187 | New |
| Quantamental Technologies LLC | 2,185 | $283.0K | 0.16% | +2,185 | New |
| Huntington National Bank | 2,200 | $285.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,242 | $290.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,326 | $301.0K | 0.00% | +59+2.6% | Added |
| Regions Financial Corp | 2,400 | $311.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 2,400 | $311.0K | 0.01% | +2,400 | New |
| Guggenheim Capital LLC | 2,408 | $312.0K | 0.00% | +302+14.3% | Added |
| Paloma Partners Management Co | 2,424 | $314.0K | 0.02% | +51+2.1% | Added |
| Profund Advisors LLC | 2,450 | $317.0K | 0.01% | −243−9.0% | Reduced |
| Raymond James & Associates | 2,553 | $330.0K | 0.00% | −133−5.0% | Reduced |
| Jump Financial, LLC | 2,549 | $330.0K | 0.01% | +2,549 | New |
| Cerity Partners LLC | 2,557 | $331.0K | 0.01% | +32+1.3% | Added |
| Blair William & Co | 2,630 | $340.0K | 0.00% | +150+6.0% | Added |
| Crossmark Global Holdings, Inc. | 2,650 | $343.0K | 0.01% | −10−0.4% | Reduced |