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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 1,805 | $234.0K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,783 | $230.0K | 0.00% | +1,783 | New |
| Independent Advisor Alliance | 1,741 | $225.0K | 0.01% | +413+31.1% | Added |
| Pictet Asset Management SA | 1,713 | $222.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,698 | $220.0K | 0.05% | +1,698 | New |
| 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 |
| Buckingham Strategic Wealth, LLC | 1,645 | $213.0K | 0.00% | +45+2.8% | Added |
| Seven Post Investment Office LP | 1,550 | $201.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,478 | $191.0K | 0.00% | +910+160.2% | Added |
| Atticus Wealth Management, LLC | 1,200 | $155.0K | 0.06% | +1,200 | New |
| Lee Financial Co | 1,183 | $153.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,173 | $152.0K | 0.00% | +11+0.9% | Added |
| Macquarie Group Ltd | 1,109 | $144.0K | 0.00% | +117+11.8% | Added |
| Nisa Investment Advisors, LLC | 900 | $116.0K | 0.00% | −110−10.9% | Reduced |
| Ci Investments Inc. | 819 | $106.0K | 0.00% | −134−14.1% | Reduced |
| Spire Wealth Management | 699 | $90.0K | 0.00% | −14−2.0% | Reduced |
| USA Financial Portformulas Corp | 683 | $88.0K | 0.09% | +447+189.4% | Added |
| Baldwin Brothers Inc | 600 | $78.0K | 0.01% | +300+100.0% | Added |
| Sutton Wealth Advisors Inc. | 572 | $74.0K | 0.03% | −4−0.7% | Reduced |
| 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 |
| Mascoma Wealth Management LLC | 537 | $69.0K | 0.02% | +537 | New |
| First Manhattan Co | 504 | $65.0K | 0.00% | +504 | New |
| PEAK6 Investments LLC | 431 | $56.0K | 0.00% | +431 | New |
| Central Trust Co | 400 | $52.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $51.8K | 0.02% | +400 | New |
| State of Wyoming | 346 | $45.0K | 0.02% | +218+170.3% | 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 |
| Covestor Ltd | 310 | $40.0K | 0.03% | +304+5,066.7% | Added |
| Geneos Wealth Management Inc. | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 265 | $34.0K | 0.00% | +265 | New |
| Strategic Asset Management, LLC | 200 | $26.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 197 | $25.0K | 0.00% | +132+203.1% | Added |
| Lindbrook Capital, LLC | 185 | $24.0K | 0.00% | +5+2.8% | Added |
| Continuum Advisory, LLC | 21,000 | $21.0K | 0.00% | −60.0% | Reduced |
| Tower Research Capital LLC (TRC) | 157 | $20.0K | 0.00% | −146−48.2% | Reduced |
| Massmutual Trust Co FSB | 144 | $19.0K | 0.00% | −21−12.7% | Reduced |
| American Portfolios Advisors | 140 | $18.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 110 | $14.2K | 0.00% | +110 | New |
| 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 |
| 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 |
| 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 |
| Winch Advisory Services, LLC | 74 | $10.0K | 0.00% | −8−9.8% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $10.0K | 0.00% | +75 | New |
| Fifth Third Bancorp | 62 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 50 | $6.00K | 0.00% | +7+16.3% | Added |
| Signaturefd, LLC | 47 | $6.00K | 0.00% | +42+840.0% | Added |
| Manchester Capital Management LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 41 | $5.00K | 0.00% | +41 | New |
| Glen Eagle Advisors, LLC | 33 | $4.29K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −81,625−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −15,402−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,728−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,770−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −3,931−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Wolf Group Capital Advisors | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |