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, Q1 2024
Institutional positions in Walker & Dunlop, Inc. as of Mar 31, 2024. 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
- 263
- +13 vs. Q4 2023
- Shares held
- 28.0M
- +709.3K (+2.6%) vs. Q4 2023
- Total value
- $2.83B
- −$196.8M (−6.5%) vs. Q4 2023
- New holders
- 42
- 84 more added
- Sold out
- 29
- 90 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $303 | 0.00% | +3 | New |
| Rothschild Investment LLC | 5 | $505 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $506 | 0.00% | −1−16.7% | Reduced |
| IFP Advisors, Inc | 6 | $606 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 6 | $607 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $607 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $707 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 7 | $708 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12 | $1.21K | 0.00% | −1−7.7% | Reduced |
| Credential Qtrade Securities Inc. | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $1.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $2.22K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 23 | $2.28K | 0.00% | +1+4.5% | Added |
| Farmers & Merchants Investments Inc | 23 | $2.32K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $3.23K | 0.00% | −7−17.9% | Reduced |
| Missouri Trust & Investment Co | 35 | $3.54K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 40 | $4.04K | 0.00% | −37−48.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42 | $4.25K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $5.25K | 0.00% | −30−36.6% | Reduced |
| Farther Finance Advisors, LLC | 72 | $7.11K | 0.00% | +5+7.5% | Added |
| Lindbrook Capital, LLC | 71 | $7.17K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $7.58K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $7.58K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 78 | $7.88K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 81 | $8.16K | 0.00% | +81 | New |
| National Bank of Canada | 90 | $8.79K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 92 | $9.00K | 0.00% | +92 | New |
| Toth Financial Advisory Corp | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 106 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 119 | $12.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 142 | $14.0K | 0.01% | +1+0.7% | Added |
| Bogart Wealth, LLC | 148 | $15.0K | 0.00% | +148 | New |
| Fernwood Investment Management, LLC | 149 | $15.1K | 0.00% | +149 | New |
| Covestor Ltd | 170 | $17.0K | 0.01% | −17−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 191 | $17.5K | 0.00% | −35−15.5% | Reduced |
| Rise Advisors, LLC | 180 | $18.2K | 0.01% | +180 | New |
| Roble, Belko & Company, Inc | 199 | $20.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 200 | $20.2K | 0.00% | −200−50.0% | Reduced |
| Versant Capital Management, Inc | 201 | $20.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 204 | $20.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $26.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 269 | $27.2K | 0.00% | −2−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 294 | $29.7K | 0.00% | +294 | New |
| GAMMA Investing LLC | 297 | $30.0K | 0.01% | +38+14.7% | Added |
| Colonial Trust Advisors | 301 | $30.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 398 | $40.0K | 0.00% | +247+163.6% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $40.4K | 0.01% | +400 | New |
| State of Wyoming | 411 | $41.5K | 0.01% | +411 | New |
| Parkside Financial Bank & Trust | 439 | $44.4K | 0.01% | −84−16.1% | Reduced |
| First Manhattan Co | 504 | $50.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 565 | $57.1K | 0.05% | +565 | New |
| Public Employees Retirement System of Ohio | 591 | $59.7K | 0.00% | +14+2.4% | Added |
| STRS Ohio | 600 | $60.0K | 0.00% | −900−60.0% | Reduced |
| Tower Research Capital LLC (TRC) | 738 | $74.6K | 0.00% | −11,300−93.9% | Reduced |
| Advisor Group Holdings, Inc. | 850 | $85.9K | 0.00% | −502−37.1% | Reduced |
| CWM, LLC | 893 | $90.0K | 0.00% | +10+1.1% | Added |
| Financial Management Professionals, Inc. | 917 | $93.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 1,246 | $125.9K | 0.05% | −2,417−66.0% | Reduced |
| Signaturefd, LLC | 1,248 | $126.1K | 0.00% | −11−0.9% | Reduced |
| Crewe Advisors LLC | 1,400 | $141.5K | 0.02% | +1,400 | New |
| Metropolitan Life Insurance Co | 1,662 | $168.0K | 0.01% | −171−9.3% | Reduced |
| Walleye Trading LLC | 1,704 | $172.2K | 0.00% | +1,704 | New |
| CIBC Private Wealth Group, LLC | 2,000 | $197.4K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,000 | $202.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,996 | $202.0K | 0.01% | +1,996 | New |
| Sage Mountain Advisors LLC | 2,000 | $202.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,015 | $203.6K | 0.02% | +63+3.2% | Added |
| Baird Financial Group, Inc. | 2,019 | $204.0K | 0.00% | −42,231−95.4% | Reduced |
| Venturi Wealth Management, LLC | 2,025 | $204.6K | 0.01% | +200+11.0% | Added |
| Truist Financial Corp | 2,056 | $207.8K | 0.00% | +13+0.6% | Added |
| JustInvest LLC | 2,062 | $208.4K | 0.00% | +2,062 | New |
| Jefferies Financial Group Inc. | 2,111 | $213.3K | 0.00% | −6,158−74.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,124 | $214.7K | 0.00% | −80−3.6% | Reduced |
| XTX Topco Ltd | 2,133 | $215.6K | 0.03% | −1,122−34.5% | Reduced |
| Brinker Capital Investments, LLC | 2,341 | $236.6K | 0.00% | −492−17.4% | Reduced |
| Orion Portfolio Solutions, LLC | 2,341 | $236.6K | 0.00% | −492−17.4% | Reduced |
| CIBC Asset Management Inc | 2,343 | $236.8K | 0.00% | −22−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,353 | $237.8K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,397 | $242.2K | 0.00% | +2,397 | New |
| Pathstone Holdings, LLC | 2,416 | $244.1K | 0.00% | +169+7.5% | Added |
| Neuberger Berman Group LLC | 2,452 | $247.8K | 0.00% | +455+22.8% | Added |
| Mariner, LLC | 2,506 | $253.2K | 0.00% | +466+22.8% | Added |
| Crossmark Global Holdings, Inc. | 2,522 | $255.0K | 0.00% | +54+2.2% | Added |
| Inceptionr LLC | 2,525 | $255.2K | 0.07% | +2,525 | New |
| AlphaMark Advisors, LLC | 2,742 | $277.0K | 0.10% | +2,742 | New |
| LPL Financial LLC | 2,897 | $292.7K | 0.00% | +242+9.1% | Added |
| Quadrature Capital Ltd | 2,947 | $297.9K | 0.01% | +2,947 | New |
| Profund Advisors LLC | 2,982 | $301.4K | 0.01% | −52−1.7% | Reduced |
| AQR Capital Management LLC | 3,017 | $304.9K | 0.00% | +156+5.5% | Added |
| Atria Wealth Solutions, Inc. | 3,031 | $306.3K | 0.00% | −1,597−34.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,295 | $333.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,319 | $335.4K | 0.04% | −775−18.9% | Reduced |
| Royal Bank of Canada | 3,355 | $339.0K | 0.00% | −9,852−74.6% | Reduced |
| First National Bank of Omaha | 3,976 | $339.4K | 0.02% | +3,976 | New |