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, Q2 2023
Institutional positions in Walker & Dunlop, Inc. as of Jun 30, 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
- 217
- −25 vs. Q1 2023
- Shares held
- 26.3M
- +782.0K (+3.1%) vs. Q1 2023
- Total value
- $2.08B
- +$137.4M (+7.1%) vs. Q1 2023
- New holders
- 24
- 84 more added
- Sold out
- 49
- 67 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | −115−95.8% | Reduced |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $41 | 0.00% | −49−98.0% | Reduced |
| Bell Investment Advisors, Inc | 6 | $475 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $475 | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 8 | $633 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $712 | 0.00% | +1+12.5% | Added |
| Nalls Sherbakoff Group, LLC | 13 | $940 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $1.34K | 0.00% | −11−39.3% | Reduced |
| Abound Wealth Management | 17 | $1.35K | 0.00% | +5+41.7% | Added |
| Farmers & Merchants Investments Inc | 23 | $1.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.90K | 0.00% | +16+200.0% | Added |
| National Bank of Canada | 25 | $1.98K | 0.00% | −5−16.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 25 | $1.98K | 0.00% | −475−95.0% | Reduced |
| Geneos Wealth Management Inc. | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $2.00K | 0.00% | +25 | New |
| Baker Avenue Asset Management, LP | 28 | $2.21K | 0.00% | +28 | New |
| GWM Advisors LLC | 30 | $2.37K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $2.72K | 0.00% | +1+2.9% | Added |
| Missouri Trust & Investment Co | 35 | $2.77K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 37 | $2.93K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $3.16K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 43 | $3.40K | 0.00% | +27+168.8% | Added |
| Quarry LP | 48 | $3.80K | 0.00% | +48 | New |
| Salem Investment Counselors Inc | 50 | $3.96K | 0.00% | +50 | New |
| Toronto Dominion Bank | 52 | $4.00K | 0.00% | +52 | New |
| Proequities, Inc. | 75 | $5.93K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $6.64K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 94 | $7.43K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $7.91K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 130 | $10.3K | 0.00% | +130 | New |
| Fifth Third Bancorp | 153 | $12.1K | 0.00% | +35+29.7% | Added |
| Roble, Belko & Company, Inc | 199 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 203 | $16.1K | 0.00% | +167+463.9% | Added |
| Colonial Trust Advisors | 249 | $19.7K | 0.00% | +1+0.4% | Added |
| Nomura Asset Management Co Ltd | 260 | $20.6K | 0.00% | +150+136.4% | Added |
| Continuum Advisory, LLC | 21,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 276 | $21.8K | 0.00% | +206+294.3% | Added |
| Huntington National Bank | 280 | $22.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 300 | $23.0K | 0.00% | −200−40.0% | Reduced |
| South State Corp. | 300 | $23.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 313 | $25.0K | 0.02% | −115−26.9% | Reduced |
| CWM, LLC | 329 | $26.0K | 0.00% | +223+210.4% | Added |
| Allworth Financial LP | 376 | $29.7K | 0.00% | +236+168.6% | Added |
| Tower Research Capital LLC (TRC) | 394 | $31.2K | 0.00% | −688−63.6% | Reduced |
| Central Trust Co | 400 | $31.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 403 | $31.9K | 0.01% | +403 | New |
| First Manhattan Co | 504 | $39.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 533 | $42.0K | 0.00% | +45+9.2% | Added |
| Parkside Financial Bank & Trust | 617 | $48.8K | 0.01% | +22+3.7% | Added |
| Spire Wealth Management | 621 | $49.1K | 0.00% | +6+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 818 | $64.7K | 0.00% | +564+222.0% | Added |
| FinTrust Capital Advisors, LLC | 925 | $72.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 949 | $75.0K | 0.01% | +422+80.1% | Added |
| Lee Financial Co | 1,183 | $93.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,401 | $111.4K | 0.00% | −249−15.1% | Reduced |
| Signaturefd, LLC | 1,483 | $117.3K | 0.00% | +1,236+500.4% | Added |
| Venturi Wealth Management, LLC | 1,725 | $136.4K | 0.01% | −300−14.8% | Reduced |
| Metropolitan Life Insurance Co | 1,741 | $137.7K | 0.01% | +116+7.1% | Added |
| Quadrant Capital Group LLC | 1,883 | $148.9K | 0.01% | +772+69.5% | Added |
| The PNC Financial Services Group, Inc. | 1,933 | $152.9K | 0.00% | +324+20.1% | Added |
| XTX Topco Ltd | 2,587 | $204.6K | 0.04% | −3,552−57.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,629 | $207.9K | 0.01% | +173+7.0% | Added |
| RSM US Wealth Management LLC | 2,648 | $209.4K | 0.01% | +2,648 | New |
| LPL Financial LLC | 2,655 | $210.0K | 0.00% | −993−27.2% | Reduced |
| Jane Street Group, LLC | 2,778 | $219.7K | 0.00% | −10,464−79.0% | Reduced |
| Spinnaker Investment Group, LLC | 2,878 | $227.6K | 0.07% | −2,374−45.2% | Reduced |
| Crossmark Global Holdings, Inc. | 2,518 | $228.0K | 0.00% | −378−13.1% | Reduced |
| Profund Advisors LLC | 2,976 | $235.4K | 0.01% | −119−3.8% | Reduced |
| Eudaimonia Partners, LLC | 3,000 | $237.3K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,042 | $240.6K | 0.00% | −176−5.5% | Reduced |
| PEAK6 Investments LLC | 3,081 | $243.7K | 0.02% | −8,341−73.0% | Reduced |
| AQR Capital Management LLC | 3,108 | $245.8K | 0.00% | −1,559−33.4% | Reduced |
| CIBC Asset Management Inc | 3,377 | $267.1K | 0.00% | −72−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,448 | $272.7K | 0.00% | +2,078+151.7% | Added |
| Evergreen Capital Management LLC | 3,562 | $281.7K | 0.01% | +3,562 | New |
| Pictet Asset Management SA | 3,572 | $282.5K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 3,663 | $289.7K | 0.15% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,781 | $299.0K | 0.01% | +3,781 | New |
| Guerra Pan Advisors, LLC | 3,858 | $305.1K | 0.34% | −779−16.8% | Reduced |
| CWM Advisors, LLC | 3,982 | $314.9K | 0.04% | +347+9.5% | Added |
| Everence Capital Management Inc | 4,340 | $318.0K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 4,075 | $329.2K | 0.00% | −2,402−37.1% | Reduced |
| KBC Group NV | 4,256 | $337.0K | 0.00% | −2,803−39.7% | Reduced |
| SEI Investments Co | 4,275 | $338.1K | 0.00% | −6,575−60.6% | Reduced |
| Westwood Holdings Group Inc. | 4,336 | $343.0K | 0.00% | +4,336 | New |
| Public Employees Retirement Association of Colorado | 4,476 | $354.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,608 | $364.4K | 0.00% | −7,322−61.4% | Reduced |
| ProShare Advisors LLC | 4,951 | $391.6K | 0.00% | +500+11.2% | Added |
| Bayesian Capital Management, LP | 5,067 | $400.7K | 0.04% | +5,067 | New |
| D.A. Davidson & Co. | 5,150 | $407.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,232 | $413.8K | 0.00% | +500+10.6% | Added |
| BSW Wealth Partners | 5,370 | $424.7K | 0.09% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,651 | $447.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,772 | $457.0K | 0.00% | +505+9.6% | Added |
| Mutual of America Capital Management LLC | 6,057 | $479.0K | 0.01% | −265−4.2% | Reduced |
| Cornerstone Investment Partners, LLC | 6,068 | $479.9K | 0.03% | +21+0.3% | Added |
| SlateStone Wealth, LLC | 6,208 | $491.0K | 0.09% | +6,208 | New |
| Creative Planning | 6,279 | $496.6K | 0.00% | +3,509+126.7% | Added |