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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 143 | $10.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 140 | $10.7K | 0.00% | −11−7.3% | Reduced |
| Ronald Blue Trust, Inc. | 120 | $9.00K | 0.00% | +84+233.3% | Added |
| Fifth Third Bancorp | 118 | $8.99K | 0.00% | +41+53.2% | Added |
| Nomura Asset Management Co Ltd | 110 | $8.38K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 108 | $8.23K | 0.00% | +2+1.9% | Added |
| CWM, LLC | 106 | $8.00K | 0.00% | −44−29.3% | Reduced |
| Toth Financial Advisory Corp | 100 | $7.62K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 94 | $7.16K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 85 | $5.77K | 0.00% | +85 | New |
| GHP Investment Advisors, Inc. | 75 | $5.71K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $5.71K | 0.00% | +75 | New |
| EverSource Wealth Advisors, LLC | 70 | $5.33K | 0.00% | +70 | New |
| Rise Advisors, LLC | 50 | $3.78K | 0.00% | −29−36.7% | Reduced |
| Farther Finance Advisors, LLC | 40 | $3.05K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 37 | $2.82K | 0.00% | −10−21.3% | Reduced |
| Parallel Advisors, LLC | 36 | $2.74K | 0.00% | +16+80.0% | Added |
| Missouri Trust & Investment Co | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 30 | $2.29K | 0.00% | −415−93.3% | Reduced |
| National Bank of Canada | 30 | $2.28K | 0.00% | +5+20.0% | Added |
| Sageworth Trust Co of South Dakota | 29 | $2.21K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $2.13K | 0.00% | +25+833.3% | Added |
| Ellevest, Inc. | 25 | $1.90K | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 25 | $1.90K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $1.22K | 0.00% | +5+45.5% | Added |
| Clearstead Advisors, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $1.00K | 0.00% | +4+28.6% | Added |
| Nalls Sherbakoff Group, LLC | 13 | $957 | 0.00% | +13 | New |
| Abound Wealth Management | 12 | $919 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $915 | 0.00% | +1+9.1% | Added |
| AdvisorNet Financial, Inc | 10 | $762 | 0.00% | −1−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $610 | 0.00% | −12−60.0% | Reduced |
| SJS Investment Consulting Inc. | 8 | $610 | 0.00% | −1−11.1% | Reduced |
| Massmutual Trust Co FSB | 8 | $609 | 0.00% | +1+14.3% | Added |
| Bell Investment Advisors, Inc | 6 | $458 | 0.00% | −23−79.3% | Reduced |
| Disciplined Investments, LLC | 5 | $381 | 0.00% | +1+25.0% | Added |
| Hexagon Capital Partners LLC | 1 | $76 | 0.00% | −5−83.3% | Reduced |
| 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 |
| Cerity Partners LLC | 468 | – | – | −2,227−82.6% | Reduced |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −94,535−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −18,452−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −13,567−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −11,359−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,698−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −5,961−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −5,461−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,738−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |