Skip to main content
Livermore
Livermore
ZHEN

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 2022

Institutional positions in Walker & Dunlop, Inc. as of Sep 30, 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
245
+11 vs. Q2 2022
Shares held
24.5M
−263.5K (−1.1%) vs. Q2 2022
Total value
$2.06B
−$327.8M (−13.7%) vs. Q2 2022
New holders
29
82 more added
Sold out
18
83 more reduced

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 245 institutions
Q1 2021: 225 institutionsQ2 2021: 220 institutionsQ3 2021: 223 institutionsQ4 2021: 271 institutionsQ1 2022: 275 institutionsQ2 2022: 234 institutionsQ3 2022: 245 institutionsQ4 2022: 226 institutionsQ1 2023: 243 institutionsQ2 2023: 217 institutionsQ3 2023: 217 institutionsQ4 2023: 253 institutionsQ1 2024: 263 institutionsQ2 2024: 253 institutionsQ3 2024: 274 institutionsQ4 2024: 271 institutionsQ1 2025: 293 institutionsQ2 2025: 285 institutionsQ3 2025: 283 institutionsQ4 2025: 279 institutionsQ1 2026: 255 institutionsQ2 2026: 266 institutions
Value heldQ3 2022: $2.06B
Q1 2021: $2.41BQ2 2021: $2.43BQ3 2021: $2.66BQ4 2021: $3.58BQ1 2022: $3.13BQ2 2022: $2.39BQ3 2022: $2.06BQ4 2022: $1.95BQ1 2023: $1.95BQ2 2023: $2.08BQ3 2023: $2.01BQ4 2023: $3.04BQ1 2024: $2.83BQ2 2024: $2.78BQ3 2024: $3.19BQ4 2024: $2.75BQ1 2025: $2.44BQ2 2025: $2.00BQ3 2025: $2.39BQ4 2025: $1.70BQ1 2026: $1.29BQ2 2026: $1.61B
Institutions holding WD and their total value by quarter
QuarterHoldersValue
Q2 2026266$1.61B
Q1 2026255$1.29B
Q4 2025279$1.70B
Q3 2025283$2.39B
Q2 2025285$2.00B
Q1 2025293$2.44B
Q4 2024271$2.75B
Q3 2024274$3.19B
Q2 2024253$2.78B
Q1 2024263$2.83B
Q4 2023253$3.04B
Q3 2023217$2.01B
Q2 2023217$2.08B
Q1 2023243$1.95B
Q4 2022226$1.95B
Q3 2022245$2.06B
Q2 2022234$2.39B
Q1 2022275$3.13B
Q4 2021271$3.58B
Q3 2021223$2.66B
Q2 2021220$2.43B
Q1 2021225$2.41B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q2 2022.

Institutions holding WD in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC5$00.00%−13−72.2%Reduced
Bell Investment Advisors, Inc5$00.00%00.0%Unchanged
FIL Ltd4$00.00%+4New
Hexagon Capital Partners LLC2$00.00%+2New
Parallel Advisors, LLC15$1.00K0.00%−22−59.5%Reduced
Manchester Capital Management LLC13$1.00K0.00%−7−35.0%Reduced
Clearstead Advisors, LLC16$1.00K0.00%+1+6.7%Added
Kistler-Tiffany Companies, LLC7$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC9$1.00K0.00%+7+350.0%Added
Johnson Financial Group, Inc.10$1.00K0.00%+10New
SJS Investment Consulting Inc.6$1.00K0.00%+6New
Abound Wealth Management12$1.01K0.00%+12New
Sageworth Trust Co of South Dakota29$2.00K0.00%−20−40.8%Reduced
JFS Wealth Advisors, LLC24$2.00K0.00%−2−7.7%Reduced
National Bank of Canada25$2.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC18$2.00K0.00%00.0%Unchanged
Schubert & Co18$2.00K0.00%+2+12.5%Added
Hallmark Capital Management Inc22$2.00K0.00%+22New
Massmutual Trust Co FSB23$2.00K0.00%+23New
Farmers & Merchants Investments Inc21$2.00K0.00%+21New
Glen Eagle Advisors, LLC34$2.81K0.00%+1+3.0%Added
Sageworth Trust Co34$3.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co35$3.00K0.00%+25+250.0%Added
Ronald Blue Trust, Inc.40$4.00K0.00%+31+344.4%Added
Signaturefd, LLC58$5.00K0.00%+32+123.1%Added
Fifth Third Bancorp69$6.00K0.00%−62−47.3%Reduced
GHP Investment Advisors, Inc.75$6.00K0.00%00.0%Unchanged
Rise Advisors, LLC89$7.00K0.01%00.0%Unchanged
Toth Financial Advisory Corp100$8.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC100$8.00K0.01%00.0%Unchanged
Nomura Asset Management Co Ltd110$9.21K0.00%00.0%Unchanged
American Portfolios Advisors140$11.7K0.00%00.0%Unchanged
Allworth Financial LP141$12.0K0.00%+1+0.7%Added
CWM, LLC145$12.0K0.00%+90+163.6%Added
Lindbrook Capital, LLC209$17.0K0.00%+4+2.0%Added
Strategic Asset Management, LLC200$17.0K0.03%00.0%Unchanged
TCI Wealth Advisors, Inc.201$17.0K0.00%+48+31.4%Added
South State Corp.200$17.0K0.00%+200New
Continuum Advisory, LLC21,000$21.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC359$30.0K0.00%+287+398.6%Added
Central Trust Co400$33.0K0.00%00.0%Unchanged
Archer Investment Corp400$33.5K0.01%00.0%Unchanged
Covestor Ltd407$34.0K0.03%−1−0.2%Reduced
First Manhattan Co504$42.0K0.00%00.0%Unchanged
Ci Investments Inc.522$44.0K0.00%−18−3.3%Reduced
Parkside Financial Bank & Trust545$45.0K0.01%−25−4.4%Reduced
Mascoma Wealth Management LLC537$45.0K0.02%00.0%Unchanged
Financial Management Professionals, Inc.532$45.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.571$47.8K0.02%−7−1.2%Reduced
Spire Wealth Management606$51.0K0.00%+3+0.5%Added
Baldwin Brothers Inc750$63.0K0.01%00.0%Unchanged
Macquarie Group Ltd996$93.0K0.00%−113−10.2%Reduced
Lee Financial Co1,183$99.0K0.02%00.0%Unchanged
Public Employees Retirement System of Ohio1,177$99.0K0.00%+18+1.6%Added
Huntington National Bank1,227$103.0K0.00%+27+2.3%Added
Quantbot Technologies LP1,315$110.0K0.01%+1,315New
Atticus Wealth Management, LLC1,200$116.0K0.06%00.0%Unchanged
STRS Ohio1,400$117.0K0.00%−10,800−88.5%Reduced
Nisa Investment Advisors, LLC1,320$119.0K0.00%+20+1.5%Added
The PNC Financial Services Group, Inc.1,582$133.0K0.00%−91−5.4%Reduced
Advisor Group Holdings, Inc.1,706$143.0K0.00%−328−16.1%Reduced
Metropolitan Life Insurance Co1,820$152.4K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC1,805$160.0K0.04%00.0%Unchanged
Ameritas Investment Partners, Inc.2,327$194.0K0.01%00.0%Unchanged
Versor Investments LP2,413$202.0K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.2,445$204.0K0.00%+60+2.5%Added
CWM Advisors, LLC2,488$208.0K0.03%+271+12.2%Added
Baird Financial Group, Inc.2,523$211.0K0.00%+2,523New
Crossmark Global Holdings, Inc.2,675$224.0K0.01%+185+7.4%Added
Ellsworth Advisors, LLC2,692$225.0K0.10%−10−0.4%Reduced
Cerity Partners LLC2,695$226.0K0.00%+28+1.0%Added
Brinker Capital Investments, LLC2,725$228.0K0.00%−1,919−41.3%Reduced
Arrowstreet Capital, Limited Partnership2,732$229.0K0.00%−581−17.5%Reduced
Algert Global LLC2,788$233.0K0.01%+2,788New
Dynamic Technology Lab Private Ltd2,820$236.0K0.02%+2,820New
Arkadios Wealth Advisors2,881$241.0K0.04%−793−21.6%Reduced
Insight Folios Inc2,978$249.0K0.13%−924−23.7%Reduced
Eudaimonia Partners, LLC3,000$251.0K0.07%00.0%Unchanged
Aquatic Capital Management LLC3,200$268.0K0.03%+3,200New
Atria Wealth Solutions, Inc.3,211$269.0K0.00%+3,211New
Garrison Bradford & Associates Inc3,500$293.0K0.36%00.0%Unchanged
LPL Financial LLC3,641$305.0K0.00%−1,247−25.5%Reduced
Eukles Asset Management3,643$305.0K0.20%−133−3.5%Reduced
SWM Advisors3,686$309.0K0.29%00.0%Unchanged
Bank of Montreal3,252$314.0K0.00%+160+5.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,884$325.0K0.00%00.0%Unchanged
Royal Bank of Canada3,883$325.0K0.00%+162+4.4%Added
PEAK6 Investments LLC3,894$326.0K0.01%−3,834−49.6%Reduced
Teamwork Financial Advisors, LLC4,132$346.0K0.07%−1,659−28.6%Reduced
Trexquant Investment LP4,181$350.0K0.01%+4,181New
Ergoteles LLC4,200$352.0K0.01%+4,200New
ProShare Advisors LLC4,219$353.0K0.00%−103−2.4%Reduced
Wells Fargo & Company4,313$361.0K0.00%−2,344−35.2%Reduced
Teacher Retirement System of Texas4,455$373.0K0.00%−345−7.2%Reduced
Public Employees Retirement Association of Colorado4,476$375.0K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC4,503$377.0K0.00%+4+0.1%Added
Guerra Pan Advisors, LLC4,675$401.0K0.58%00.0%Unchanged
Cornerstone Investment Partners, LLC4,943$414.0K0.03%+160+3.3%Added
Raymond James Financial Services Advisors, Inc.5,045$422.0K0.00%−5,179−50.7%Reduced
Cresset Asset Management, LLC5,045$423.0K0.01%−16−0.3%Reduced