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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 51,696 | $5.74M | 0.00% | −1,534−2.9% | Reduced |
| NFJ Investment Group, LLC | 52,866 | $5.87M | 0.16% | −9,811−15.7% | Reduced |
| GW&K Investment Management, LLC | 54,092 | $6.00M | 0.06% | −1,969−3.5% | Reduced |
| Shufro Rose & Co LLC | 85,630 | $6.36M | 0.61% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 60,000 | $6.66M | 0.10% | −48,500−44.7% | Reduced |
| Rockefeller Capital Management L.P. | 61,036 | $6.78M | 0.02% | +41,774+216.9% | Added |
| Harspring Capital Management, LLC | 65,000 | $7.22M | 1.71% | 00.0% | Unchanged |
| Swiss National Bank | 65,800 | $7.30M | 0.01% | −3,900−5.6% | Reduced |
| Crawford Investment Counsel Inc | 66,177 | $7.35M | 0.15% | −4,161−5.9% | Reduced |
| Envestnet Asset Management Inc | 66,563 | $7.39M | 0.00% | +7,514+12.7% | Added |
| Moody Aldrich Partners LLC | 67,099 | $7.45M | 1.34% | +18,017+36.7% | Added |
| Credit Suisse AG | 67,679 | $7.51M | 0.01% | +27,429+68.1% | Added |
| Public Sector Pension Investment Board | 69,420 | $7.71M | 0.06% | +28,206+68.4% | Added |
| Allspring Global Investments Holdings, LLC | 73,461 | $8.15M | 0.01% | +72,539+7,867.6% | Added |
| Nixon Capital, LLC | 82,986 | $9.21M | 4.13% | −715−0.9% | Reduced |
| Voss Capital, LLC | 84,395 | $9.37M | 0.91% | +12,165+16.8% | Added |
| Deutsche Bank AG | 90,757 | $10.1M | 0.01% | −103−0.1% | Reduced |
| Legal & General Group Plc | 94,317 | $10.5M | 0.00% | −200−0.2% | Reduced |
| First Sabrepoint Capital Management LP | 96,000 | $10.7M | 4.84% | −42,000−30.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 100,000 | $11.1M | 0.12% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 100,195 | $11.1M | 0.00% | −7,315−6.8% | Reduced |
| Rhumbline Advisers | 104,259 | $11.6M | 0.01% | −2,946−2.7% | Reduced |
| Invesco Ltd. | 121,847 | $13.5M | 0.00% | +35,514+41.1% | Added |
| Thornburg Investment Management Inc | 128,739 | $14.3M | 0.21% | +4,883+3.9% | Added |
| Nuveen Asset Management, LLC | 130,589 | $14.5M | 0.00% | +30,296+30.2% | Added |
| 2Xideas AG | 146,409 | $16.3M | 1.74% | −9,591−6.1% | Reduced |
| Amundi | 168,336 | $16.4M | 0.01% | +16,748+11.0% | Added |
| Kathmere Capital Management, LLC | 161,659 | $17.9M | 2.33% | −19,992−11.0% | Reduced |
| Principal Financial Group Inc | 174,141 | $19.3M | 0.01% | −5,465−3.0% | Reduced |
| Alliancebernstein L.P. | 180,574 | $20.0M | 0.01% | +142,097+369.3% | Added |
| M.D. Sass Investors Services, Inc. | 188,737 | $21.0M | 2.71% | −130,841−40.9% | Reduced |
| American Century Companies Inc | 231,695 | $25.7M | 0.02% | +42,729+22.6% | Added |
| Brown Advisory Inc | 236,579 | $26.3M | 0.04% | +408+0.2% | Added |
| Sequoia Financial Advisors, LLC | 261,899 | $29.1M | 0.36% | −34,116−11.5% | Reduced |
| First Trust Advisors LP | 266,537 | $29.6M | 0.03% | +36,639+15.9% | Added |
| Goldman Sachs Group Inc | 279,896 | $31.1M | 0.01% | −46,980−14.4% | Reduced |
| Boston Partners | 305,260 | $33.0M | 0.04% | −8,234−2.6% | Reduced |
| Bank of America Corp | 297,404 | $33.0M | 0.00% | +13,360+4.7% | Added |
| Impactive Capital LP | 302,379 | $33.6M | 1.38% | +302,379 | New |
| Norges Bank | 360,859 | $40.1M | 0.01% | +46,176+14.7% | Added |
| Bank of New York Mellon Corp | 388,453 | $43.1M | 0.01% | −2,496−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 411,927 | $45.7M | 0.01% | +16,232+4.1% | Added |
| Morgan Stanley | 432,456 | $48.0M | 0.00% | +46,389+12.0% | Added |
| Northern Trust Corp | 445,933 | $49.5M | 0.01% | +32,459+7.9% | Added |
| Victory Capital Management Inc | 658,857 | $73.1M | 0.08% | +261,708+65.9% | Added |
| Geode Capital Management, LLC | 697,672 | $77.5M | 0.01% | +32,944+5.0% | Added |
| T. Rowe Price Investment Management, Inc. | 1,131,316 | $125.6M | 0.08% | +21,019+1.9% | Added |
| Dimensional Fund Advisors LP | 1,293,014 | $143.5M | 0.04% | +39,035+3.1% | Added |
| State Street Corp | 1,372,238 | $152.3M | 0.01% | +62,028+4.7% | Added |
| Janus Henderson Group PLC | 2,032,290 | $225.7M | 0.13% | +12,655+0.6% | Added |
| FMR LLC | 2,081,462 | $231.1M | 0.02% | −10,657−0.5% | Reduced |
| Vanguard Group Inc | 3,761,433 | $417.6M | 0.01% | +10,743+0.3% | Added |
| BlackRock Inc. | 5,348,919 | $593.8M | 0.02% | +211,523+4.1% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −401,484−100.0% | Sold out |
| Conversant Capital LLC | 0 | $0 | 0.00% | −203,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −201,387−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,693−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,517−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −2,935−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |