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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 12,979 | $1.44M | 0.00% | +219+1.7% | Added |
| Voya Investment Management LLC | 12,701 | $1.41M | 0.00% | +242+1.9% | Added |
| Amalgamated Bank | 12,492 | $1.39M | 0.01% | −287−2.2% | Reduced |
| Kestra Advisory Services, LLC | 12,160 | $1.35M | 0.01% | +91+0.8% | Added |
| Maryland State Retirement & Pension System | 12,157 | $1.35M | 0.03% | −125−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,038 | $1.34M | 0.02% | +10,637+759.2% | Added |
| Wells Fargo & Company | 11,280 | $1.25M | 0.00% | +1,972+21.2% | Added |
| State of Tennessee, Treasury Department | 11,257 | $1.25M | 0.00% | +820+7.9% | Added |
| PEAK6 Investments LLC | 10,776 | $1.20M | 0.05% | +10,776 | New |
| Advisor OS, LLC | 10,722 | $1.19M | 0.15% | −8,414−44.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,971 | $1.11M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,776 | $1.09M | 0.02% | −100−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 9,513 | $1.06M | 0.00% | −24,388−71.9% | Reduced |
| US Bancorp | 9,454 | $1.05M | 0.00% | +1,149+13.8% | Added |
| Kornitzer Capital Management Inc | 9,400 | $1.04M | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,321 | $1.03M | 0.01% | +303+3.4% | Added |
| State Board of Administration of Florida Retirement System | 9,090 | $1.01M | 0.00% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 8,412 | $933.8K | 1.14% | −352−4.0% | Reduced |
| Jefferies Financial Group Inc. | 8,269 | $917.9K | 0.01% | +8,269 | New |
| Glenmede Trust Co NA | 8,148 | $904.5K | 0.00% | +2,099+34.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,332 | $813.9K | 0.00% | +1,347+22.5% | Added |
| Creative Planning | 7,259 | $805.9K | 0.00% | +38+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,218 | $801.3K | 0.01% | −15,075−67.6% | Reduced |
| Man Group plc | 7,182 | $797.3K | 0.00% | +7,182 | New |
| Insight Folios Inc | 6,872 | $762.9K | 0.33% | +46+0.7% | Added |
| Hancock Whitney Corp | 6,322 | $701.8K | 0.03% | −531−7.7% | Reduced |
| Beacon Pointe Advisors, LLC | 6,268 | $695.8K | 0.01% | +2,253+56.1% | Added |
| State of Wisconsin Investment Board | 6,242 | $692.9K | 0.00% | −21,800−77.7% | Reduced |
| Commonwealth Equity Services, LLC | 6,238 | $692.0K | 0.00% | +878+16.4% | Added |
| Cornerstone Investment Partners, LLC | 6,117 | $679.0K | 0.04% | +11+0.2% | Added |
| ProShare Advisors LLC | 6,010 | $667.2K | 0.00% | +1,133+23.2% | Added |
| Nomura Holdings Inc | 6,006 | $666.7K | 0.01% | +6,006 | New |
| Two Sigma Investments, LP | 5,947 | $660.2K | 0.00% | +5,947 | New |
| ClearAlpha Technologies LP | 5,911 | $656.2K | 0.25% | +5,911 | New |
| Mutual of America Capital Management LLC | 5,855 | $650.0K | 0.01% | +11+0.2% | Added |
| Guggenheim Capital LLC | 5,780 | $641.6K | 0.00% | +5,780 | New |
| Burney Co | 5,751 | $638.4K | 0.03% | −500−8.0% | Reduced |
| Handelsbanken Fonder AB | 5,651 | $627.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,380 | $597.2K | 0.00% | +40+0.7% | Added |
| BSW Wealth Partners | 5,370 | $596.1K | 0.12% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,105 | $566.7K | 0.11% | +5,105 | New |
| Mackenzie Financial Corp | 4,940 | $548.4K | 0.00% | +4,940 | New |
| ARGA Investment Management, LP | 4,736 | $525.7K | 0.02% | +4,736 | New |
| Atria Wealth Solutions, Inc. | 4,628 | $513.7K | 0.01% | +1,758+61.3% | Added |
| Public Employees Retirement Association of Colorado | 4,476 | $497.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,340 | $482.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,249 | $471.7K | 0.01% | +4,249 | New |
| D.A. Davidson & Co. | 4,150 | $460.7K | 0.00% | −1,000−19.4% | Reduced |
| Bank of Montreal | 4,038 | $456.9K | 0.00% | +35+0.9% | Added |
| Teza Capital Management LLC | 4,094 | $454.5K | 0.08% | +4,094 | New |
| Guerra Pan Advisors, LLC | 3,858 | $428.3K | 0.41% | 00.0% | Unchanged |
| KBC Group NV | 3,830 | $425.0K | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 3,696 | $410.3K | 0.11% | −2,060−35.8% | Reduced |
| Eukles Asset Management | 3,663 | $406.6K | 0.19% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,572 | $396.5K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,570 | $396.3K | 0.01% | −175−4.7% | Reduced |
| CWM Advisors, LLC | 3,450 | $383.0K | 0.04% | −668−16.2% | Reduced |
| Evergreen Capital Management LLC | 3,422 | $379.9K | 0.02% | −201−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,364 | $373.4K | 0.00% | +9+0.3% | Added |
| Ameritas Investment Partners, Inc. | 3,295 | $365.8K | 0.01% | +132+4.2% | Added |
| XTX Topco Ltd | 3,255 | $361.3K | 0.08% | −637−16.4% | Reduced |
| Bayesian Capital Management, LP | 3,167 | $351.6K | 0.04% | −1,800−36.2% | Reduced |
| Profund Advisors LLC | 3,034 | $336.8K | 0.01% | +3,034 | New |
| AQR Capital Management LLC | 2,861 | $317.6K | 0.00% | −134−4.5% | Reduced |
| Keybank National Association | 2,840 | $315.3K | 0.00% | +2,840 | New |
| Virtu Financial LLC | 2,764 | $307.0K | 0.02% | +2,764 | New |
| LPL Financial LLC | 2,655 | $294.7K | 0.00% | +2,655 | 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 |
| Crossmark Global Holdings, Inc. | 2,468 | $274.0K | 0.01% | +2,468 | New |
| CIBC Asset Management Inc | 2,365 | $262.5K | 0.00% | −1,012−30.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,353 | $261.2K | 0.02% | +2,353 | New |
| SlateStone Wealth, LLC | 2,332 | $259.0K | 0.03% | −4,048−63.4% | Reduced |
| Captrust Financial Advisors | 2,317 | $257.2K | 0.00% | +2,317 | New |
| CBOE Vest Financial, LLC | 2,276 | $252.7K | 0.01% | +2,276 | New |
| Pathstone Holdings, LLC | 2,247 | $249.4K | 0.00% | +2,247 | New |
| The PNC Financial Services Group, Inc. | 2,204 | $244.7K | 0.00% | +227+11.5% | Added |
| Seeds Investor LLC | 2,202 | $244.4K | 0.28% | +2,202 | New |
| AE Wealth Management LLC | 2,426 | $242.9K | 0.00% | +2,426 | New |
| Park Avenue Securities LLC | 2,064 | $229.0K | 0.00% | +2,064 | New |
| Truist Financial Corp | 2,043 | $226.8K | 0.00% | +2,043 | New |
| Mariner, LLC | 2,040 | $226.5K | 0.00% | +2,040 | 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 |
| Heritage Investors Management Corp | 2,000 | $222.0K | 0.01% | +2,000 | New |
| Neuberger Berman Group LLC | 1,997 | $221.7K | 0.00% | +1,997 | New |
| Quadrant Capital Group LLC | 1,952 | $216.7K | 0.02% | +15+0.8% | Added |
| Xponance, Inc. | 1,929 | $214.1K | 0.00% | +1,929 | New |
| Arkadios Wealth Advisors | 1,845 | $204.9K | 0.02% | +1,845 | New |
| Metropolitan Life Insurance Co | 1,833 | $203.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,825 | $202.6K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,500 | $166.0K | 0.00% | +800+114.3% | Added |
| Advisor Group Holdings, Inc. | 1,352 | $150.2K | 0.00% | −86−6.0% | Reduced |
| Signaturefd, LLC | 1,259 | $139.7K | 0.00% | −215−14.6% | Reduced |
| Lee Financial Co | 1,183 | $131.3K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 917 | $102.0K | 0.02% | −32−3.4% | Reduced |
| CWM, LLC | 883 | $98.0K | 0.00% | −65−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 577 | $64.1K | 0.00% | +9+1.6% | Added |
| Parkside Financial Bank & Trust | 523 | $58.1K | 0.01% | −42−7.4% | Reduced |
| First Manhattan Co | 504 | $55.9K | 0.00% | 00.0% | Unchanged |