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, Q3 2023
Institutional positions in Walker & Dunlop, Inc. as of Sep 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
- +1 vs. Q2 2023
- Shares held
- 27.2M
- +828.9K (+3.1%) vs. Q2 2023
- Total value
- $2.01B
- −$68.6M (−3.3%) vs. Q2 2023
- New holders
- 23
- 78 more added
- Sold out
- 22
- 67 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $446 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $594 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $668 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 13 | $969 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 26 | $1.00K | 0.00% | +26 | New |
| Clearstead Advisors, LLC | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $1.27K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 20 | $1.44K | 0.00% | +20 | New |
| Concord Wealth Partners | 20 | $1.49K | 0.00% | −17−45.9% | Reduced |
| Stonebridge Capital Advisors LLC | 21 | $1.56K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 22 | $1.63K | 0.00% | −2−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 32 | $2.37K | 0.00% | +32 | New |
| Missouri Trust & Investment Co | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $3.00K | 0.00% | +35+700.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42 | $3.12K | 0.00% | +42 | New |
| Macroview Investment Management LLC | 47 | $3.51K | 0.00% | +47 | New |
| Toronto Dominion Bank | 52 | $3.86K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $3.86K | 0.00% | +9+20.9% | Added |
| GHP Investment Advisors, Inc. | 75 | $5.14K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $5.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 77 | $5.72K | 0.00% | +77 | New |
| Covestor Ltd | 80 | $6.00K | 0.00% | −233−74.4% | Reduced |
| Truvestments Capital LLC | 89 | $6.61K | 0.00% | −5−5.3% | Reduced |
| Toth Financial Advisory Corp | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 130 | $9.65K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 153 | $11.4K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 199 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $19.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 275 | $20.4K | 0.00% | −5−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 276 | $20.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $22.3K | 0.00% | +51+20.5% | Added |
| Parallel Advisors, LLC | 315 | $23.4K | 0.00% | +112+55.2% | Added |
| Allworth Financial LP | 361 | $26.8K | 0.00% | −15−4.0% | Reduced |
| Versant Capital Management, Inc | 391 | $29.0K | 0.01% | −12−3.0% | Reduced |
| Central Trust Co | 400 | $29.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 400 | $29.7K | 0.00% | +100+33.3% | Added |
| Spire Wealth Management | 428 | $31.8K | 0.00% | −193−31.1% | Reduced |
| First Manhattan Co | 504 | $37.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 565 | $41.9K | 0.01% | −52−8.4% | Reduced |
| Public Employees Retirement System of Ohio | 568 | $42.0K | 0.00% | +35+6.6% | Added |
| STRS Ohio | 700 | $51.0K | 0.00% | +400+133.3% | Added |
| Byrne Asset Management LLC | 760 | $56.0K | 0.05% | +760 | New |
| Aquatic Capital Management LLC | 900 | $67.0K | 0.00% | +900 | New |
| Allspring Global Investments Holdings, LLC | 922 | $68.4K | 0.00% | +104+12.7% | Added |
| Financial Management Professionals, Inc. | 949 | $70.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 948 | $70.0K | 0.00% | +619+188.1% | Added |
| Lee Financial Co | 1,183 | $87.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,401 | $104.0K | 0.00% | +1,007+255.6% | Added |
| Advisor Group Holdings, Inc. | 1,438 | $106.7K | 0.00% | +37+2.6% | Added |
| Signaturefd, LLC | 1,474 | $109.4K | 0.00% | −9−0.6% | Reduced |
| Venturi Wealth Management, LLC | 1,825 | $135.5K | 0.01% | +100+5.8% | Added |
| Metropolitan Life Insurance Co | 1,833 | $136.1K | 0.01% | +92+5.3% | Added |
| Quadrant Capital Group LLC | 1,937 | $143.8K | 0.01% | +54+2.9% | Added |
| The PNC Financial Services Group, Inc. | 1,977 | $146.8K | 0.00% | +44+2.3% | Added |
| Atria Wealth Solutions, Inc. | 2,870 | $213.1K | 0.00% | −172−5.7% | Reduced |
| Spinnaker Investment Group, LLC | 2,878 | $213.7K | 0.07% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,935 | $218.0K | 0.09% | +2,935 | New |
| AQR Capital Management LLC | 2,995 | $222.3K | 0.00% | −113−3.6% | Reduced |
| Eudaimonia Partners, LLC | 3,000 | $222.7K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,163 | $234.8K | 0.01% | +534+20.3% | Added |
| Nisa Investment Advisors, LLC | 3,355 | $249.1K | 0.00% | −93−2.7% | Reduced |
| CIBC Asset Management Inc | 3,377 | $250.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,572 | $265.2K | 0.00% | +3,572 | New |
| Evergreen Capital Management LLC | 3,623 | $269.0K | 0.01% | +61+1.7% | Added |
| Eukles Asset Management | 3,663 | $271.9K | 0.14% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,745 | $278.0K | 0.01% | −36−1.0% | Reduced |
| KBC Group NV | 3,830 | $284.0K | 0.00% | −426−10.0% | Reduced |
| Guerra Pan Advisors, LLC | 3,858 | $286.4K | 0.33% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,892 | $288.9K | 0.05% | +1,305+50.4% | Added |
| Beacon Pointe Advisors, LLC | 4,015 | $298.1K | 0.00% | +4,015 | New |
| UBS Group AG | 4,084 | $303.2K | 0.00% | −67,344−94.3% | Reduced |
| CWM Advisors, LLC | 4,118 | $305.7K | 0.04% | +136+3.4% | Added |
| Everence Capital Management Inc | 4,340 | $322.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,476 | $332.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 4,003 | $338.0K | 0.00% | −72−1.8% | Reduced |
| ProShare Advisors LLC | 4,877 | $362.1K | 0.00% | −74−1.5% | Reduced |
| Bayesian Capital Management, LP | 4,967 | $368.8K | 0.04% | −100−2.0% | Reduced |
| D.A. Davidson & Co. | 5,150 | $382.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,340 | $396.5K | 0.00% | +5,340 | New |
| Commonwealth Equity Services, LLC | 5,360 | $398.0K | 0.00% | −412−7.1% | Reduced |
| BSW Wealth Partners | 5,370 | $398.7K | 0.09% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,651 | $420.0K | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 5,756 | $427.3K | 0.12% | +5,756 | New |
| Mutual of America Capital Management LLC | 5,844 | $433.9K | 0.01% | −213−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,985 | $444.3K | 0.00% | +753+14.4% | Added |
| Glenmede Trust Co NA | 6,049 | $449.1K | 0.00% | −693−10.3% | Reduced |
| Cornerstone Investment Partners, LLC | 6,106 | $453.3K | 0.03% | +38+0.6% | Added |
| Burney Co | 6,251 | $464.1K | 0.02% | −850−12.0% | Reduced |
| SlateStone Wealth, LLC | 6,380 | $474.0K | 0.07% | +172+2.8% | Added |