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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 457 | $45.2K | 0.00% | +29+6.8% | Added |
| South State Corp. | 400 | $44.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 301 | $33.4K | 0.00% | +1+0.3% | Added |
| Huntington National Bank | 271 | $30.1K | 0.00% | −4−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 260 | $28.9K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 240 | $26.6K | 0.01% | +240 | New |
| EverSource Wealth Advisors, LLC | 226 | $25.1K | 0.00% | −50−18.1% | Reduced |
| GAMMA Investing LLC | 259 | $25.0K | 0.01% | +259 | New |
| Parallel Advisors, LLC | 204 | $22.7K | 0.00% | −111−35.2% | Reduced |
| Versant Capital Management, Inc | 201 | $22.3K | 0.01% | −190−48.6% | Reduced |
| Roble, Belko & Company, Inc | 199 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 187 | $21.0K | 0.01% | +107+133.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 151 | $17.0K | 0.00% | +151 | New |
| Main Street Group, LTD | 141 | $15.7K | 0.01% | +141 | New |
| Ritter Daniher Financial Advisory LLC | 130 | $14.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 119 | $13.2K | 0.00% | −34−22.2% | Reduced |
| Allworth Financial LP | 106 | $11.7K | 0.00% | −255−70.6% | Reduced |
| Toth Financial Advisory Corp | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 89 | $9.88K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 90 | $9.75K | 0.00% | +65+260.0% | Added |
| Quarry LP | 82 | $9.10K | 0.00% | +82 | New |
| Oakworth Capital, Inc. | 78 | $8.66K | 0.00% | +78 | New |
| Umb Bank N A | 77 | $8.55K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $8.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $8.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 71 | $7.88K | 0.00% | +19+36.5% | Added |
| Farther Finance Advisors, LLC | 67 | $7.44K | 0.00% | +27+67.5% | Added |
| Creekmur Asset Management LLC | 55 | $6.11K | 0.00% | +55 | New |
| Massmutual Trust Co FSB | 39 | $4.33K | 0.00% | +30+333.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42 | $4.31K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $3.88K | 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 |
| Geneos Wealth Management Inc. | 25 | $2.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $2.55K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 22 | $2.48K | 0.00% | −25−53.2% | Reduced |
| Private Wealth Management Group, LLC | 22 | $2.44K | 0.00% | +22 | New |
| Concord Wealth Partners | 20 | $2.22K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 20 | $2.22K | 0.01% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $2.00K | 0.00% | −4−18.2% | Reduced |
| Clearstead Advisors, LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.78K | 0.00% | −1−5.9% | Reduced |
| Credential Qtrade Securities Inc. | 15 | $1.67K | 0.00% | +15 | New |
| Principal Securities, Inc. | 13 | $1.44K | 0.00% | +13 | New |
| Caldwell Sutter Capital, Inc. | 13 | $1.44K | 0.00% | +13 | New |
| Northwestern Mutual Wealth Management Co | 8 | $888 | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 7 | $792 | 0.00% | −6−46.2% | Reduced |
| Manchester Capital Management LLC | 7 | $778 | 0.00% | −10−58.8% | Reduced |
| 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 |
| Carolinas Wealth Consulting LLC | 2 | $272 | 0.00% | +2 | New |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |