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, Q4 2023
Institutional positions in Walker & Dunlop, Inc. as of Dec 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
- 253
- +37 vs. Q3 2023
- Shares held
- 27.4M
- +241.8K (+0.9%) vs. Q3 2023
- Total value
- $3.04B
- +$1.02B (+50.8%) vs. Q3 2023
- New holders
- 56
- 77 more added
- Sold out
- 19
- 77 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $272 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 6 | $667 | 0.00% | −2−25.0% | Reduced |
| Bell Investment Advisors, Inc | 6 | $667 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $667 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 7 | $778 | 0.00% | −10−58.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 7 | $792 | 0.00% | −6−46.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 8 | $888 | 0.00% | +8 | New |
| Principal Securities, Inc. | 13 | $1.44K | 0.00% | +13 | New |
| Caldwell Sutter Capital, Inc. | 13 | $1.44K | 0.00% | +13 | New |
| Credential Qtrade Securities Inc. | 15 | $1.67K | 0.00% | +15 | New |
| Abound Wealth Management | 16 | $1.78K | 0.00% | −1−5.9% | Reduced |
| Clearstead Advisors, LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $2.00K | 0.00% | −4−18.2% | Reduced |
| Concord Wealth Partners | 20 | $2.22K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 20 | $2.22K | 0.01% | +20 | New |
| Private Wealth Management Group, LLC | 22 | $2.44K | 0.00% | +22 | New |
| Macroview Investment Management LLC | 22 | $2.48K | 0.00% | −25−53.2% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $2.55K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $2.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $3.00K | 0.00% | +5+20.0% | Added |
| Missouri Trust & Investment Co | 35 | $3.88K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42 | $4.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $4.33K | 0.00% | +30+333.3% | Added |
| Creekmur Asset Management LLC | 55 | $6.11K | 0.00% | +55 | New |
| Farther Finance Advisors, LLC | 67 | $7.44K | 0.00% | +27+67.5% | Added |
| Lindbrook Capital, LLC | 71 | $7.88K | 0.00% | +19+36.5% | Added |
| Proequities, Inc. | 75 | $8.32K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $8.33K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 77 | $8.55K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 78 | $8.66K | 0.00% | +78 | New |
| Quarry LP | 82 | $9.10K | 0.00% | +82 | New |
| National Bank of Canada | 90 | $9.75K | 0.00% | +65+260.0% | Added |
| Truvestments Capital LLC | 89 | $9.88K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 106 | $11.7K | 0.00% | −255−70.6% | Reduced |
| Fifth Third Bancorp | 119 | $13.2K | 0.00% | −34−22.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 130 | $14.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 141 | $15.7K | 0.01% | +141 | New |
| Benjamin F. Edwards & Company, Inc. | 151 | $17.0K | 0.00% | +151 | New |
| Covestor Ltd | 187 | $21.0K | 0.01% | +107+133.8% | Added |
| Roble, Belko & Company, Inc | 199 | $22.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 201 | $22.3K | 0.01% | −190−48.6% | Reduced |
| Parallel Advisors, LLC | 204 | $22.7K | 0.00% | −111−35.2% | Reduced |
| GAMMA Investing LLC | 259 | $25.0K | 0.01% | +259 | New |
| EverSource Wealth Advisors, LLC | 226 | $25.1K | 0.00% | −50−18.1% | Reduced |
| Planned Solutions, Inc. | 240 | $26.6K | 0.01% | +240 | New |
| Nomura Asset Management Co Ltd | 260 | $28.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 271 | $30.1K | 0.00% | −4−1.5% | Reduced |
| Colonial Trust Advisors | 301 | $33.4K | 0.00% | +1+0.3% | Added |
| South State Corp. | 400 | $44.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 457 | $45.2K | 0.00% | +29+6.8% | Added |
| First Manhattan Co | 504 | $55.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 523 | $58.1K | 0.01% | −42−7.4% | Reduced |
| Public Employees Retirement System of Ohio | 577 | $64.1K | 0.00% | +9+1.6% | Added |
| CWM, LLC | 883 | $98.0K | 0.00% | −65−6.9% | Reduced |
| Financial Management Professionals, Inc. | 917 | $102.0K | 0.02% | −32−3.4% | Reduced |
| Lee Financial Co | 1,183 | $131.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,259 | $139.7K | 0.00% | −215−14.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,352 | $150.2K | 0.00% | −86−6.0% | Reduced |
| STRS Ohio | 1,500 | $166.0K | 0.00% | +800+114.3% | Added |
| Venturi Wealth Management, LLC | 1,825 | $202.6K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,833 | $203.5K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,845 | $204.9K | 0.02% | +1,845 | New |
| Xponance, Inc. | 1,929 | $214.1K | 0.00% | +1,929 | New |
| Quadrant Capital Group LLC | 1,952 | $216.7K | 0.02% | +15+0.8% | Added |
| Neuberger Berman Group LLC | 1,997 | $221.7K | 0.00% | +1,997 | New |
| Heritage Investors Management Corp | 2,000 | $222.0K | 0.01% | +2,000 | New |
| CIBC Private Wealth Group, LLC | 2,000 | $222.0K | 0.00% | +2,000 | New |
| Sage Mountain Advisors LLC | 2,000 | $222.0K | 0.03% | +2,000 | New |
| Mariner, LLC | 2,040 | $226.5K | 0.00% | +2,040 | New |
| Truist Financial Corp | 2,043 | $226.8K | 0.00% | +2,043 | New |
| Park Avenue Securities LLC | 2,064 | $229.0K | 0.00% | +2,064 | New |
| AE Wealth Management LLC | 2,426 | $242.9K | 0.00% | +2,426 | New |
| Seeds Investor LLC | 2,202 | $244.4K | 0.28% | +2,202 | New |
| The PNC Financial Services Group, Inc. | 2,204 | $244.7K | 0.00% | +227+11.5% | Added |
| Pathstone Holdings, LLC | 2,247 | $249.4K | 0.00% | +2,247 | New |
| CBOE Vest Financial, LLC | 2,276 | $252.7K | 0.01% | +2,276 | New |
| Captrust Financial Advisors | 2,317 | $257.2K | 0.00% | +2,317 | New |
| SlateStone Wealth, LLC | 2,332 | $259.0K | 0.03% | −4,048−63.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,353 | $261.2K | 0.02% | +2,353 | New |
| CIBC Asset Management Inc | 2,365 | $262.5K | 0.00% | −1,012−30.0% | Reduced |
| Crossmark Global Holdings, Inc. | 2,468 | $274.0K | 0.01% | +2,468 | New |
| Brinker Capital Investments, LLC | 2,833 | $284.4K | 0.00% | +2,833 | New |
| Orion Portfolio Solutions, LLC | 2,833 | $284.4K | 0.00% | +2,833 | New |
| LPL Financial LLC | 2,655 | $294.7K | 0.00% | +2,655 | New |
| Virtu Financial LLC | 2,764 | $307.0K | 0.02% | +2,764 | New |
| Keybank National Association | 2,840 | $315.3K | 0.00% | +2,840 | New |
| AQR Capital Management LLC | 2,861 | $317.6K | 0.00% | −134−4.5% | Reduced |
| Profund Advisors LLC | 3,034 | $336.8K | 0.01% | +3,034 | New |
| Bayesian Capital Management, LP | 3,167 | $351.6K | 0.04% | −1,800−36.2% | Reduced |
| XTX Topco Ltd | 3,255 | $361.3K | 0.08% | −637−16.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,295 | $365.8K | 0.01% | +132+4.2% | Added |
| Nisa Investment Advisors, LLC | 3,364 | $373.4K | 0.00% | +9+0.3% | Added |
| Evergreen Capital Management LLC | 3,422 | $379.9K | 0.02% | −201−5.5% | Reduced |
| CWM Advisors, LLC | 3,450 | $383.0K | 0.04% | −668−16.2% | Reduced |
| Independent Advisor Alliance | 3,570 | $396.3K | 0.01% | −175−4.7% | Reduced |
| Pictet Asset Management Holding SA | 3,572 | $396.5K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 3,663 | $406.6K | 0.19% | 00.0% | Unchanged |