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 2023
Institutional positions in Walker & Dunlop, Inc. as of Mar 31, 2023. 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
- 243
- +18 vs. Q4 2022
- Shares held
- 25.6M
- +693.7K (+2.8%) vs. Q4 2022
- Total value
- $1.95B
- −$5.52M (−0.3%) vs. Q4 2022
- New holders
- 39
- 88 more added
- Sold out
- 21
- 79 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 35 | $0 | 0.00% | +35 | New |
| Hexagon Capital Partners LLC | 1 | $76 | 0.00% | −5−83.3% | Reduced |
| Disciplined Investments, LLC | 5 | $381 | 0.00% | +1+25.0% | Added |
| Bell Investment Advisors, Inc | 6 | $458 | 0.00% | −23−79.3% | Reduced |
| Massmutual Trust Co FSB | 8 | $609 | 0.00% | +1+14.3% | Added |
| JFS Wealth Advisors, LLC | 8 | $610 | 0.00% | −12−60.0% | Reduced |
| SJS Investment Consulting Inc. | 8 | $610 | 0.00% | −1−11.1% | Reduced |
| AdvisorNet Financial, Inc | 10 | $762 | 0.00% | −1−9.1% | Reduced |
| Schubert & Co | 12 | $915 | 0.00% | +1+9.1% | Added |
| Abound Wealth Management | 12 | $919 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 13 | $957 | 0.00% | +13 | New |
| Steward Financial Group LLC | 18 | $1.00K | 0.00% | +4+28.6% | Added |
| Clearstead Advisors, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $1.22K | 0.00% | +5+45.5% | Added |
| Farmers & Merchants Investments Inc | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 25 | $1.90K | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 25 | $1.90K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 28 | $2.13K | 0.00% | +25+833.3% | Added |
| Sageworth Trust Co of South Dakota | 29 | $2.21K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $2.28K | 0.00% | +5+20.0% | Added |
| GWM Advisors LLC | 30 | $2.29K | 0.00% | −415−93.3% | Reduced |
| Glen Eagle Advisors, LLC | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 36 | $2.74K | 0.00% | +16+80.0% | Added |
| Concord Wealth Partners | 37 | $2.82K | 0.00% | −10−21.3% | Reduced |
| Farther Finance Advisors, LLC | 40 | $3.05K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $3.78K | 0.00% | −29−36.7% | Reduced |
| EverSource Wealth Advisors, LLC | 70 | $5.33K | 0.00% | +70 | New |
| Proequities, Inc. | 75 | $5.71K | 0.00% | +75 | New |
| GHP Investment Advisors, Inc. | 75 | $5.71K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 85 | $5.77K | 0.00% | +85 | New |
| Truvestments Capital LLC | 94 | $7.16K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $7.62K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 106 | $8.00K | 0.00% | −44−29.3% | Reduced |
| TCI Wealth Advisors, Inc. | 108 | $8.23K | 0.00% | +2+1.9% | Added |
| Nomura Asset Management Co Ltd | 110 | $8.38K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 118 | $8.99K | 0.00% | +41+53.2% | Added |
| Ronald Blue Trust, Inc. | 120 | $9.00K | 0.00% | +84+233.3% | Added |
| Allworth Financial LP | 140 | $10.7K | 0.00% | −11−7.3% | Reduced |
| Riverview Trust Co | 143 | $10.9K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 199 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 247 | $18.8K | 0.00% | +37+17.6% | Added |
| Colonial Trust Advisors | 248 | $18.9K | 0.00% | +1+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 254 | $19.3K | 0.00% | −1,053−80.6% | Reduced |
| Continuum Advisory, LLC | 21,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 280 | $21.3K | 0.00% | −960−77.4% | Reduced |
| South State Corp. | 300 | $22.9K | 0.00% | +100+50.0% | Added |
| Walleye Trading LLC | 326 | $24.8K | 0.00% | +326 | New |
| Point72 Asset Management, L.P. | 341 | $26.0K | 0.00% | +341 | New |
| Belpointe Asset Management LLC | 345 | $26.3K | 0.00% | +270+360.0% | Added |
| Central Trust Co | 400 | $30.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 428 | $33.0K | 0.03% | −283−39.8% | Reduced |
| Mascoma Wealth Management LLC | 537 | $36.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 488 | $37.0K | 0.00% | +56+13.0% | Added |
| STRS Ohio | 500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $38.1K | 0.00% | +459+1,119.5% | Added |
| First Manhattan Co | 504 | $38.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 527 | $40.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 595 | $45.3K | 0.01% | +65+12.3% | Added |
| Spire Wealth Management | 615 | $46.9K | 0.00% | +4+0.7% | Added |
| Quantbot Technologies LP | 661 | $50.3K | 0.00% | −159−19.4% | Reduced |
| Aquatic Capital Management LLC | 700 | $53.0K | 0.00% | +700 | New |
| FinTrust Capital Advisors, LLC | 925 | $72.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,082 | $83.0K | 0.00% | +684+171.9% | Added |
| Quadrant Capital Group LLC | 1,111 | $84.6K | 0.01% | +99+9.8% | Added |
| Lee Financial Co | 1,183 | $90.1K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,370 | $104.0K | 0.00% | +50+3.8% | Added |
| The PNC Financial Services Group, Inc. | 1,609 | $122.6K | 0.00% | +81+5.3% | Added |
| Metropolitan Life Insurance Co | 1,625 | $123.8K | 0.01% | −334−17.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,650 | $125.3K | 0.00% | −28−1.7% | Reduced |
| Venturi Wealth Management, LLC | 2,025 | $154.2K | 0.01% | +2,025 | New |
| Ameritas Investment Partners, Inc. | 2,456 | $187.1K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,653 | $202.1K | 0.00% | +2,653 | New |
| Orion Portfolio Solutions, LLC | 2,653 | $202.1K | 0.00% | +2,653 | New |
| Valeo Financial Advisors, LLC | 2,684 | $204.4K | 0.01% | +2,684 | New |
| Arkadios Wealth Advisors | 2,763 | $210.5K | 0.03% | −121−4.2% | Reduced |
| Creative Planning | 2,770 | $211.0K | 0.00% | +2,770 | New |
| Crossmark Global Holdings, Inc. | 2,896 | $220.0K | 0.01% | +2,896 | New |
| Insight Folios Inc | 2,910 | $221.6K | 0.10% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,987 | $227.5K | 0.00% | −541−15.3% | Reduced |
| Eudaimonia Partners, LLC | 3,000 | $228.5K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,095 | $235.7K | 0.01% | +3,095 | New |
| Squarepoint Ops LLC | 3,128 | $238.3K | 0.00% | +3,128 | New |
| Meeder Asset Management Inc | 3,189 | $242.9K | 0.02% | −7,008−68.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,211 | $244.6K | 0.03% | −4,567−58.7% | Reduced |
| Atria Wealth Solutions, Inc. | 3,218 | $245.1K | 0.00% | +95+3.0% | Added |
| Walleye Capital LLC | 3,414 | $260.0K | 0.01% | +480+16.4% | Added |
| CIBC Asset Management Inc | 3,449 | $262.7K | 0.00% | −119−3.3% | Reduced |
| Teacher Retirement System of Texas | 3,488 | $266.0K | 0.00% | −16−0.5% | Reduced |
| Garrison Bradford & Associates Inc | 3,500 | $267.0K | 0.33% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,544 | $270.0K | 0.03% | +332+10.3% | Added |
| Pictet Asset Management SA | 3,572 | $272.1K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,635 | $276.9K | 0.04% | +636+21.2% | Added |
| LPL Financial LLC | 3,648 | $277.9K | 0.00% | +325+9.8% | Added |
| Eukles Asset Management | 3,663 | $279.0K | 0.15% | +20+0.5% | Added |
| Rockefeller Capital Management L.P. | 4,087 | $311.0K | 0.00% | +1,597+64.1% | Added |
| Winton Group Ltd | 4,157 | $316.6K | 0.02% | +36+0.9% | Added |
| Baird Financial Group, Inc. | 4,270 | $325.2K | 0.00% | +1,680+64.9% | Added |