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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 12,069 | $896.0K | 0.01% | +9+0.1% | Added |
| State of Tennessee, Treasury Department | 10,437 | $774.8K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,971 | $740.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,876 | $733.2K | 0.01% | +200+2.1% | Added |
| Kornitzer Capital Management Inc | 9,400 | $697.9K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,308 | $691.0K | 0.00% | −6,224−40.1% | Reduced |
| Jane Street Group, LLC | 9,107 | $676.1K | 0.00% | +6,329+227.8% | Added |
| State Board of Administration of Florida Retirement System | 9,090 | $674.8K | 0.00% | +50+0.6% | Added |
| Arizona State Retirement System | 9,018 | $669.5K | 0.01% | +129+1.5% | Added |
| Synergy Financial Group, LTD | 8,764 | $650.6K | 0.91% | −48−0.5% | Reduced |
| Royal Bank of Canada | 8,608 | $640.0K | 0.00% | +2,019+30.6% | Added |
| US Bancorp | 8,305 | $616.6K | 0.00% | +3,697+80.2% | Added |
| D. E. Shaw & Co., Inc. | 7,517 | $558.1K | 0.00% | +7,517 | New |
| Creative Planning | 7,221 | $536.1K | 0.00% | +942+15.0% | Added |
| Hancock Whitney Corp | 6,853 | $508.8K | 0.02% | −1,076−13.6% | Reduced |
| Insight Folios Inc | 6,826 | $506.8K | 0.25% | −16−0.2% | Reduced |
| Vetamer Capital Management, L.P. | 6,730 | $499.6K | 0.92% | +6,730 | New |
| SlateStone Wealth, LLC | 6,380 | $474.0K | 0.07% | +172+2.8% | Added |
| Burney Co | 6,251 | $464.1K | 0.02% | −850−12.0% | Reduced |
| Cornerstone Investment Partners, LLC | 6,106 | $453.3K | 0.03% | +38+0.6% | Added |
| Glenmede Trust Co NA | 6,049 | $449.1K | 0.00% | −693−10.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,985 | $444.3K | 0.00% | +753+14.4% | Added |
| Mutual of America Capital Management LLC | 5,844 | $433.9K | 0.01% | −213−3.5% | Reduced |
| MJP Associates Inc | 5,756 | $427.3K | 0.12% | +5,756 | New |
| Handelsbanken Fonder AB | 5,651 | $420.0K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,370 | $398.7K | 0.09% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,360 | $398.0K | 0.00% | −412−7.1% | Reduced |
| Cresset Asset Management, LLC | 5,340 | $396.5K | 0.00% | +5,340 | New |
| D.A. Davidson & Co. | 5,150 | $382.3K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,967 | $368.8K | 0.04% | −100−2.0% | Reduced |
| ProShare Advisors LLC | 4,877 | $362.1K | 0.00% | −74−1.5% | Reduced |
| Bank of Montreal | 4,003 | $338.0K | 0.00% | −72−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,476 | $332.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,340 | $322.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,118 | $305.7K | 0.04% | +136+3.4% | Added |
| UBS Group AG | 4,084 | $303.2K | 0.00% | −67,344−94.3% | Reduced |
| Beacon Pointe Advisors, LLC | 4,015 | $298.1K | 0.00% | +4,015 | New |
| XTX Topco Ltd | 3,892 | $288.9K | 0.05% | +1,305+50.4% | Added |
| Guerra Pan Advisors, LLC | 3,858 | $286.4K | 0.33% | 00.0% | Unchanged |
| KBC Group NV | 3,830 | $284.0K | 0.00% | −426−10.0% | Reduced |
| Independent Advisor Alliance | 3,745 | $278.0K | 0.01% | −36−1.0% | Reduced |
| Eukles Asset Management | 3,663 | $271.9K | 0.14% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,623 | $269.0K | 0.01% | +61+1.7% | Added |
| Pictet Asset Management Holding SA | 3,572 | $265.2K | 0.00% | +3,572 | New |
| CIBC Asset Management Inc | 3,377 | $250.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,355 | $249.1K | 0.00% | −93−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,163 | $234.8K | 0.01% | +534+20.3% | Added |
| Eudaimonia Partners, LLC | 3,000 | $222.7K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 2,995 | $222.3K | 0.00% | −113−3.6% | Reduced |
| AlphaMark Advisors, LLC | 2,935 | $218.0K | 0.09% | +2,935 | New |
| Spinnaker Investment Group, LLC | 2,878 | $213.7K | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,870 | $213.1K | 0.00% | −172−5.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,977 | $146.8K | 0.00% | +44+2.3% | Added |
| Quadrant Capital Group LLC | 1,937 | $143.8K | 0.01% | +54+2.9% | Added |
| Metropolitan Life Insurance Co | 1,833 | $136.1K | 0.01% | +92+5.3% | Added |
| Venturi Wealth Management, LLC | 1,825 | $135.5K | 0.01% | +100+5.8% | Added |
| Signaturefd, LLC | 1,474 | $109.4K | 0.00% | −9−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,438 | $106.7K | 0.00% | +37+2.6% | Added |
| Tower Research Capital LLC (TRC) | 1,401 | $104.0K | 0.00% | +1,007+255.6% | Added |
| Lee Financial Co | 1,183 | $87.8K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 949 | $70.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 948 | $70.0K | 0.00% | +619+188.1% | Added |
| Allspring Global Investments Holdings, LLC | 922 | $68.4K | 0.00% | +104+12.7% | Added |
| Aquatic Capital Management LLC | 900 | $67.0K | 0.00% | +900 | New |
| Byrne Asset Management LLC | 760 | $56.0K | 0.05% | +760 | New |
| STRS Ohio | 700 | $51.0K | 0.00% | +400+133.3% | Added |
| Public Employees Retirement System of Ohio | 568 | $42.0K | 0.00% | +35+6.6% | Added |
| Parkside Financial Bank & Trust | 565 | $41.9K | 0.01% | −52−8.4% | Reduced |
| First Manhattan Co | 504 | $37.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 428 | $31.8K | 0.00% | −193−31.1% | Reduced |
| Central Trust Co | 400 | $29.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 400 | $29.7K | 0.00% | +100+33.3% | Added |
| Versant Capital Management, Inc | 391 | $29.0K | 0.01% | −12−3.0% | Reduced |
| Allworth Financial LP | 361 | $26.8K | 0.00% | −15−4.0% | Reduced |
| Parallel Advisors, LLC | 315 | $23.4K | 0.00% | +112+55.2% | Added |
| Colonial Trust Advisors | 300 | $22.3K | 0.00% | +51+20.5% | Added |
| Continuum Advisory, LLC | 21,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 276 | $20.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 275 | $20.4K | 0.00% | −5−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 260 | $19.3K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 199 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 153 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 130 | $9.65K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 89 | $6.61K | 0.00% | −5−5.3% | Reduced |
| Covestor Ltd | 80 | $6.00K | 0.00% | −233−74.4% | Reduced |
| Umb Bank N A | 77 | $5.72K | 0.00% | +77 | New |
| Proequities, Inc. | 75 | $5.57K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $5.14K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 52 | $3.86K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $3.86K | 0.00% | +9+20.9% | Added |
| Macroview Investment Management LLC | 47 | $3.51K | 0.00% | +47 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42 | $3.12K | 0.00% | +42 | New |
| Ronald Blue Trust, Inc. | 40 | $3.00K | 0.00% | +35+700.0% | Added |
| Farther Finance Advisors, LLC | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 32 | $2.37K | 0.00% | +32 | New |
| GWM Advisors LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |