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 2022
Institutional positions in Walker & Dunlop, Inc. as of Dec 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
- 226
- −14 vs. Q3 2022
- Shares held
- 24.9M
- +560.1K (+2.3%) vs. Q3 2022
- Total value
- $1.95B
- −$90.6M (−4.4%) vs. Q3 2022
- New holders
- 29
- 81 more added
- Sold out
- 43
- 81 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 3 | $235 | 0.00% | −10−76.9% | Reduced |
| Disciplined Investments, LLC | 4 | $314 | 0.00% | −5−55.6% | Reduced |
| Baker Avenue Asset Management, LP | 5 | $392 | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 6 | $471 | 0.00% | +4+200.0% | Added |
| Kistler-Tiffany Companies, LLC | 7 | $549 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $706 | 0.00% | +3+50.0% | Added |
| MinichMacGregor Wealth Management, LLC | 9 | $706 | 0.00% | +9 | New |
| Lindbrook Capital, LLC | 11 | $863 | 0.00% | −198−94.7% | Reduced |
| Schubert & Co | 11 | $863 | 0.00% | −7−38.9% | Reduced |
| AdvisorNet Financial, Inc | 11 | $863 | 0.00% | +11 | New |
| Gradient Investments LLC | 12 | $942 | 0.00% | +12 | New |
| Abound Wealth Management | 12 | $947 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $1.00K | 0.00% | −16−69.6% | Reduced |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| Clearstead Advisors, LLC | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.57K | 0.00% | −4−16.7% | Reduced |
| Parallel Advisors, LLC | 20 | $1.57K | 0.00% | +5+33.3% | Added |
| Farmers & Merchants Investments Inc | 23 | $1.80K | 0.00% | +2+9.5% | Added |
| National Bank of Canada | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.28K | 0.00% | +24+480.0% | Added |
| Glen Eagle Advisors, LLC | 34 | $2.65K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 36 | $3.00K | 0.00% | −4−10.0% | Reduced |
| Sageworth Trust Co | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $3.14K | 0.00% | +40 | New |
| Northwestern Mutual Wealth Management Co | 41 | $3.22K | 0.00% | +41 | New |
| Concord Wealth Partners | 47 | $3.69K | 0.00% | +47 | New |
| Money Concepts Capital Corp | 59 | $4.63K | 0.00% | +59 | New |
| GHP Investment Advisors, Inc. | 75 | $5.89K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 75 | $5.89K | 0.00% | +75 | New |
| Fifth Third Bancorp | 77 | $6.04K | 0.00% | +8+11.6% | Added |
| Rise Advisors, LLC | 79 | $6.22K | 0.00% | −10−11.2% | Reduced |
| Truvestments Capital LLC | 94 | $7.38K | 0.00% | +94 | New |
| Toth Financial Advisory Corp | 100 | $7.85K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 106 | $8.32K | 0.00% | −95−47.3% | Reduced |
| Nomura Asset Management Co Ltd | 110 | $8.63K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 143 | $11.0K | 0.01% | +143 | New |
| Allworth Financial LP | 151 | $11.8K | 0.00% | +10+7.1% | Added |
| CWM, LLC | 150 | $12.0K | 0.00% | +5+3.4% | Added |
| South State Corp. | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 199 | $16.0K | 0.00% | +199 | New |
| Signaturefd, LLC | 210 | $16.5K | 0.00% | +152+262.1% | Added |
| Colonial Trust Advisors | 247 | $19.4K | 0.00% | +247 | New |
| Continuum Advisory, LLC | 21,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 350 | $27.5K | 0.00% | +350 | New |
| Tower Research Capital LLC (TRC) | 398 | $31.0K | 0.00% | −6,937−94.6% | Reduced |
| Archer Investment Corp | 400 | $31.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 400 | $31.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 445 | $32.6K | 0.00% | +445 | New |
| Public Employees Retirement System of Ohio | 432 | $34.0K | 0.00% | −745−63.3% | Reduced |
| STRS Ohio | 500 | $39.0K | 0.00% | −900−64.3% | Reduced |
| First Manhattan Co | 504 | $39.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 527 | $41.0K | 0.01% | −5−0.9% | Reduced |
| Parkside Financial Bank & Trust | 530 | $41.6K | 0.01% | −15−2.8% | Reduced |
| Mascoma Wealth Management LLC | 537 | $42.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 573 | $45.0K | 0.02% | +2+0.4% | Added |
| Spire Wealth Management | 611 | $48.0K | 0.00% | +5+0.8% | Added |
| Covestor Ltd | 711 | $56.0K | 0.05% | +304+74.7% | Added |
| Quantbot Technologies LP | 820 | $64.4K | 0.00% | −495−37.6% | Reduced |
| FinTrust Capital Advisors, LLC | 925 | $72.6K | 0.02% | −880−48.8% | Reduced |
| Quadrant Capital Group LLC | 1,012 | $79.4K | 0.01% | +653+181.9% | Added |
| Lee Financial Co | 1,183 | $92.8K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,200 | $94.2K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 1,240 | $97.3K | 0.00% | +13+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,307 | $102.6K | 0.00% | −24,474−94.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,320 | $104.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,528 | $119.9K | 0.00% | −54−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,678 | $131.0K | 0.00% | −28−1.6% | Reduced |
| Metropolitan Life Insurance Co | 1,959 | $153.7K | 0.01% | +139+7.6% | Added |
| Rockefeller Capital Management L.P. | 2,490 | $194.0K | 0.00% | +45+1.8% | Added |
| Baird Financial Group, Inc. | 2,590 | $203.0K | 0.00% | +67+2.7% | Added |
| Cerity Partners LLC | 2,695 | $211.5K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,738 | $214.9K | 0.00% | −2,512−47.8% | Reduced |
| Duality Advisers, LP | 2,793 | $219.2K | 0.02% | +2,793 | New |
| Arkadios Wealth Advisors | 2,884 | $226.4K | 0.03% | +3+0.1% | Added |
| Insight Folios Inc | 2,910 | $228.4K | 0.10% | −68−2.3% | Reduced |
| Walleye Capital LLC | 2,934 | $230.3K | 0.01% | +2,934 | New |
| Ameritas Investment Partners, Inc. | 2,456 | $230.8K | 0.01% | +129+5.5% | Added |
| CWM Advisors, LLC | 2,999 | $235.4K | 0.03% | +511+20.5% | Added |
| Eudaimonia Partners, LLC | 3,000 | $235.4K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,123 | $245.1K | 0.00% | −88−2.7% | Reduced |
| Gsa Capital Partners LLP | 3,212 | $252.0K | 0.03% | +3,212 | New |
| Wells Fargo & Company | 3,261 | $255.9K | 0.00% | −1,052−24.4% | Reduced |
| LPL Financial LLC | 3,323 | $260.8K | 0.00% | −318−8.7% | Reduced |
| Teacher Retirement System of Texas | 3,504 | $275.0K | 0.00% | −951−21.3% | Reduced |
| Garrison Bradford & Associates Inc | 3,500 | $275.0K | 0.33% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,528 | $276.9K | 0.00% | −1,517−30.1% | Reduced |
| Pictet Asset Management SA | 3,572 | $280.0K | 0.00% | +3,572 | New |
| CIBC Asset Management Inc | 3,568 | $280.0K | 0.00% | +3,568 | New |
| Eukles Asset Management | 3,643 | $286.0K | 0.17% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,997 | $313.7K | 0.00% | −3,075−43.5% | Reduced |
| Winton Group Ltd | 4,121 | $323.4K | 0.02% | −3,177−43.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,170 | $327.3K | 0.00% | +286+7.4% | Added |
| Everence Capital Management Inc | 4,340 | $341.0K | 0.03% | −2,000−31.5% | Reduced |
| Bank of Montreal | 4,392 | $348.6K | 0.00% | +1,140+35.1% | Added |
| Public Employees Retirement Association of Colorado | 4,476 | $351.0K | 0.00% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 4,676 | $366.9K | 0.50% | +10.0% | Added |
| Commonwealth Equity Services, LLC | 4,820 | $378.0K | 0.00% | +317+7.0% | Added |
| ProShare Advisors LLC | 4,845 | $380.2K | 0.00% | +626+14.8% | Added |