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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 10,437 | $825.5K | 0.00% | −6,274−37.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,971 | $789.0K | 0.01% | +539+5.7% | Added |
| Oregon Public Employees Retirement Fund | 9,676 | $765.3K | 0.01% | −200−2.0% | Reduced |
| Kornitzer Capital Management Inc | 9,400 | $743.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,373 | $741.3K | 0.00% | −4,864−34.2% | Reduced |
| State Board of Administration of Florida Retirement System | 9,040 | $715.0K | 0.00% | +9,040 | New |
| Arizona State Retirement System | 8,889 | $703.0K | 0.01% | −198−2.2% | Reduced |
| Advisor OS, LLC | 8,872 | $701.7K | 0.11% | +8,872 | New |
| Synergy Financial Group, LTD | 8,812 | $696.9K | 0.94% | +614+7.5% | Added |
| Victory Capital Management Inc | 8,671 | $685.8K | 0.00% | +663+8.3% | Added |
| Kennedy Capital Management, Inc. | 8,166 | $645.8K | 0.02% | −1,728−17.5% | Reduced |
| Hancock Whitney Corp | 7,929 | $628.0K | 0.02% | −24,399−75.5% | Reduced |
| Endeavour Capital Advisors Inc | 7,106 | $562.0K | 0.25% | +7,106 | New |
| Burney Co | 7,101 | $561.6K | 0.03% | −1,159−14.0% | Reduced |
| Insight Folios Inc | 6,842 | $541.1K | 0.23% | +3,932+135.1% | Added |
| Royal Bank of Canada | 6,589 | $522.0K | 0.00% | +1,483+29.0% | Added |
| Glenmede Trust Co NA | 6,742 | $513.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,279 | $496.6K | 0.00% | +3,509+126.7% | Added |
| SlateStone Wealth, LLC | 6,208 | $491.0K | 0.09% | +6,208 | New |
| Cornerstone Investment Partners, LLC | 6,068 | $479.9K | 0.03% | +21+0.3% | Added |
| Mutual of America Capital Management LLC | 6,057 | $479.0K | 0.01% | −265−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 5,772 | $457.0K | 0.00% | +505+9.6% | Added |
| Handelsbanken Fonder AB | 5,651 | $447.0K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,370 | $424.7K | 0.09% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,232 | $413.8K | 0.00% | +500+10.6% | Added |
| D.A. Davidson & Co. | 5,150 | $407.3K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,067 | $400.7K | 0.04% | +5,067 | New |
| ProShare Advisors LLC | 4,951 | $391.6K | 0.00% | +500+11.2% | Added |
| US Bancorp | 4,608 | $364.4K | 0.00% | −7,322−61.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,476 | $354.0K | 0.00% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 4,336 | $343.0K | 0.00% | +4,336 | New |
| SEI Investments Co | 4,275 | $338.1K | 0.00% | −6,575−60.6% | Reduced |
| KBC Group NV | 4,256 | $337.0K | 0.00% | −2,803−39.7% | Reduced |
| Bank of Montreal | 4,075 | $329.2K | 0.00% | −2,402−37.1% | Reduced |
| Everence Capital Management Inc | 4,340 | $318.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,982 | $314.9K | 0.04% | +347+9.5% | Added |
| Guerra Pan Advisors, LLC | 3,858 | $305.1K | 0.34% | −779−16.8% | Reduced |
| Independent Advisor Alliance | 3,781 | $299.0K | 0.01% | +3,781 | New |
| Eukles Asset Management | 3,663 | $289.7K | 0.15% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,572 | $282.5K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,562 | $281.7K | 0.01% | +3,562 | New |
| Nisa Investment Advisors, LLC | 3,448 | $272.7K | 0.00% | +2,078+151.7% | Added |
| CIBC Asset Management Inc | 3,377 | $267.1K | 0.00% | −72−2.1% | Reduced |
| AQR Capital Management LLC | 3,108 | $245.8K | 0.00% | −1,559−33.4% | Reduced |
| PEAK6 Investments LLC | 3,081 | $243.7K | 0.02% | −8,341−73.0% | Reduced |
| Atria Wealth Solutions, Inc. | 3,042 | $240.6K | 0.00% | −176−5.5% | Reduced |
| Eudaimonia Partners, LLC | 3,000 | $237.3K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,976 | $235.4K | 0.01% | −119−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 2,518 | $228.0K | 0.00% | −378−13.1% | Reduced |
| Spinnaker Investment Group, LLC | 2,878 | $227.6K | 0.07% | −2,374−45.2% | Reduced |
| Jane Street Group, LLC | 2,778 | $219.7K | 0.00% | −10,464−79.0% | Reduced |
| LPL Financial LLC | 2,655 | $210.0K | 0.00% | −993−27.2% | Reduced |
| RSM US Wealth Management LLC | 2,648 | $209.4K | 0.01% | +2,648 | New |
| Ameritas Investment Partners, Inc. | 2,629 | $207.9K | 0.01% | +173+7.0% | Added |
| XTX Topco Ltd | 2,587 | $204.6K | 0.04% | −3,552−57.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,933 | $152.9K | 0.00% | +324+20.1% | Added |
| Quadrant Capital Group LLC | 1,883 | $148.9K | 0.01% | +772+69.5% | Added |
| Metropolitan Life Insurance Co | 1,741 | $137.7K | 0.01% | +116+7.1% | Added |
| Venturi Wealth Management, LLC | 1,725 | $136.4K | 0.01% | −300−14.8% | Reduced |
| Signaturefd, LLC | 1,483 | $117.3K | 0.00% | +1,236+500.4% | Added |
| Advisor Group Holdings, Inc. | 1,401 | $111.4K | 0.00% | −249−15.1% | Reduced |
| Lee Financial Co | 1,183 | $93.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 949 | $75.0K | 0.01% | +422+80.1% | Added |
| FinTrust Capital Advisors, LLC | 925 | $72.6K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 818 | $64.7K | 0.00% | +564+222.0% | Added |
| Spire Wealth Management | 621 | $49.1K | 0.00% | +6+1.0% | Added |
| Parkside Financial Bank & Trust | 617 | $48.8K | 0.01% | +22+3.7% | Added |
| Public Employees Retirement System of Ohio | 533 | $42.0K | 0.00% | +45+9.2% | Added |
| First Manhattan Co | 504 | $39.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 403 | $31.9K | 0.01% | +403 | New |
| Central Trust Co | 400 | $31.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 394 | $31.2K | 0.00% | −688−63.6% | Reduced |
| Allworth Financial LP | 376 | $29.7K | 0.00% | +236+168.6% | Added |
| CWM, LLC | 329 | $26.0K | 0.00% | +223+210.4% | Added |
| Covestor Ltd | 313 | $25.0K | 0.02% | −115−26.9% | Reduced |
| South State Corp. | 300 | $23.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 300 | $23.0K | 0.00% | −200−40.0% | Reduced |
| Huntington National Bank | 280 | $22.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 276 | $21.8K | 0.00% | +206+294.3% | Added |
| Continuum Advisory, LLC | 21,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $20.6K | 0.00% | +150+136.4% | Added |
| Colonial Trust Advisors | 249 | $19.7K | 0.00% | +1+0.4% | Added |
| Parallel Advisors, LLC | 203 | $16.1K | 0.00% | +167+463.9% | Added |
| Roble, Belko & Company, Inc | 199 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 153 | $12.1K | 0.00% | +35+29.7% | Added |
| Ritter Daniher Financial Advisory LLC | 130 | $10.3K | 0.00% | +130 | New |
| Toth Financial Advisory Corp | 100 | $7.91K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 94 | $7.43K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $6.64K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $5.93K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 52 | $4.00K | 0.00% | +52 | New |
| Salem Investment Counselors Inc | 50 | $3.96K | 0.00% | +50 | New |
| Quarry LP | 48 | $3.80K | 0.00% | +48 | New |
| Lindbrook Capital, LLC | 43 | $3.40K | 0.00% | +27+168.8% | Added |
| Farther Finance Advisors, LLC | 40 | $3.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 37 | $2.93K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $2.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $2.72K | 0.00% | +1+2.9% | Added |
| GWM Advisors LLC | 30 | $2.37K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $2.21K | 0.00% | +28 | New |