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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.

Institutional holdersQ1 2024: 263 institutions
Q1 2021: 225 institutionsQ2 2021: 220 institutionsQ3 2021: 223 institutionsQ4 2021: 271 institutionsQ1 2022: 275 institutionsQ2 2022: 234 institutionsQ3 2022: 245 institutionsQ4 2022: 226 institutionsQ1 2023: 243 institutionsQ2 2023: 217 institutionsQ3 2023: 217 institutionsQ4 2023: 253 institutionsQ1 2024: 263 institutionsQ2 2024: 253 institutionsQ3 2024: 274 institutionsQ4 2024: 271 institutionsQ1 2025: 293 institutionsQ2 2025: 285 institutionsQ3 2025: 283 institutionsQ4 2025: 279 institutionsQ1 2026: 255 institutionsQ2 2026: 266 institutions
Value heldQ1 2024: $2.83B
Q1 2021: $2.41BQ2 2021: $2.43BQ3 2021: $2.66BQ4 2021: $3.58BQ1 2022: $3.13BQ2 2022: $2.39BQ3 2022: $2.06BQ4 2022: $1.95BQ1 2023: $1.95BQ2 2023: $2.08BQ3 2023: $2.01BQ4 2023: $3.04BQ1 2024: $2.83BQ2 2024: $2.78BQ3 2024: $3.19BQ4 2024: $2.75BQ1 2025: $2.44BQ2 2025: $2.00BQ3 2025: $2.39BQ4 2025: $1.70BQ1 2026: $1.29BQ2 2026: $1.61B
Institutions holding WD and their total value by quarter
QuarterHoldersValue
Q2 2026266$1.61B
Q1 2026255$1.29B
Q4 2025279$1.70B
Q3 2025283$2.39B
Q2 2025285$2.00B
Q1 2025293$2.44B
Q4 2024271$2.75B
Q3 2024274$3.19B
Q2 2024253$2.78B
Q1 2024263$2.83B
Q4 2023253$3.04B
Q3 2023217$2.01B
Q2 2023217$2.08B
Q1 2023243$1.95B
Q4 2022226$1.95B
Q3 2022245$2.06B
Q2 2022234$2.39B
Q1 2022275$3.13B
Q4 2021271$3.58B
Q3 2021223$2.66B
Q2 2021220$2.43B
Q1 2021225$2.41B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q4 2023.

Institutions holding WD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.917$93.0K0.01%00.0%Unchanged
CWM, LLC893$90.0K0.00%+10+1.1%Added
Advisor Group Holdings, Inc.850$85.9K0.00%−502−37.1%Reduced
Tower Research Capital LLC (TRC)738$74.6K0.00%−11,300−93.9%Reduced
STRS Ohio600$60.0K0.00%−900−60.0%Reduced
Public Employees Retirement System of Ohio591$59.7K0.00%+14+2.4%Added
EntryPoint Capital, LLC565$57.1K0.05%+565New
First Manhattan Co504$50.9K0.00%00.0%Unchanged
Parkside Financial Bank & Trust439$44.4K0.01%−84−16.1%Reduced
State of Wyoming411$41.5K0.01%+411New
Catalyst Funds Management Pty Ltd400$40.4K0.01%+400New
Benjamin F. Edwards & Company, Inc.398$40.0K0.00%+247+163.6%Added
Colonial Trust Advisors301$30.5K0.00%00.0%Unchanged
GAMMA Investing LLC297$30.0K0.01%+38+14.7%Added
Steward Partners Investment Advisory, LLC294$29.7K0.00%+294New
Huntington National Bank269$27.2K0.00%−2−0.7%Reduced
Nomura Asset Management Co Ltd260$26.3K0.00%00.0%Unchanged
Parallel Advisors, LLC204$20.6K0.00%00.0%Unchanged
Versant Capital Management, Inc201$20.3K0.01%00.0%Unchanged
South State Corp.200$20.2K0.00%−200−50.0%Reduced
Roble, Belko & Company, Inc199$20.0K0.00%00.0%Unchanged
Rise Advisors, LLC180$18.2K0.01%+180New
EverSource Wealth Advisors, LLC191$17.5K0.00%−35−15.5%Reduced
Covestor Ltd170$17.0K0.01%−17−9.1%Reduced
Fernwood Investment Management, LLC149$15.1K0.00%+149New
Bogart Wealth, LLC148$15.0K0.00%+148New
Main Street Group, LTD142$14.0K0.01%+1+0.7%Added
Fifth Third Bancorp119$12.0K0.00%00.0%Unchanged
Allworth Financial LP106$10.7K0.00%00.0%Unchanged
Toth Financial Advisory Corp100$10.1K0.00%00.0%Unchanged
Continuum Advisory, LLC92$9.00K0.00%+92New
National Bank of Canada90$8.79K0.00%00.0%Unchanged
Smartleaf Asset Management LLC81$8.16K0.00%+81New
Oakworth Capital, Inc.78$7.88K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.75$7.58K0.00%00.0%Unchanged
Proequities, Inc.75$7.58K0.00%00.0%Unchanged
Lindbrook Capital, LLC71$7.17K0.00%00.0%Unchanged
Farther Finance Advisors, LLC72$7.11K0.00%+5+7.5%Added
Quarry LP52$5.25K0.00%−30−36.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.42$4.25K0.00%00.0%Unchanged
Umb Bank N A40$4.04K0.00%−37−48.1%Reduced
Missouri Trust & Investment Co35$3.54K0.00%00.0%Unchanged
Massmutual Trust Co FSB32$3.23K0.00%−7−17.9%Reduced
Bessemer Group Inc30$3.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.25$2.53K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc23$2.32K0.00%00.0%Unchanged
Macroview Investment Management LLC23$2.28K0.00%+1+4.5%Added
Private Wealth Management Group, LLC22$2.22K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC18$1.82K0.00%00.0%Unchanged
Abound Wealth Management16$1.62K0.00%00.0%Unchanged
Clearstead Advisors, LLC16$1.60K0.00%00.0%Unchanged
Vima LLC20$1.52K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.15$1.51K0.00%00.0%Unchanged
Principal Securities, Inc.12$1.21K0.00%−1−7.7%Reduced
Manchester Capital Management LLC7$7080.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$7070.00%+7New
Bell Investment Advisors, Inc6$6070.00%00.0%Unchanged
SJS Investment Consulting Inc.6$6070.00%00.0%Unchanged
IFP Advisors, Inc6$6060.00%+6New
DiNuzzo Private Wealth, Inc.5$5060.00%−1−16.7%Reduced
Rothschild Investment LLC5$5050.00%+5New
Global Retirement Partners, LLC3$3030.00%+3New
Hantz Financial Services, Inc.2$00.00%00.0%Unchanged
EAM Global Investors LLC0$00.00%−32,431−100.0%Sold out
EAM Investors, LLC0$00.00%−30,300−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−29,450−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−9,090−100.0%Sold out
Nomura Holdings Inc0$00.00%−6,006−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−5,911−100.0%Sold out
Mackenzie Financial Corp0$00.00%−4,940−100.0%Sold out
CWM Advisors, LLC0$00.00%−3,450−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−3,167−100.0%Sold out
Virtu Financial LLC0$00.00%−2,764−100.0%Sold out
SlateStone Wealth, LLC0$00.00%−2,332−100.0%Sold out
Captrust Financial Advisors0$00.00%−2,317−100.0%Sold out
CBOE Vest Financial, LLC0$00.00%−2,276−100.0%Sold out
Seeds Investor LLC0$00.00%−2,202−100.0%Sold out
AE Wealth Management LLC0$00.00%−2,426−100.0%Sold out
Park Avenue Securities LLC0$00.00%−2,064−100.0%Sold out
Xponance, Inc.0$00.00%−1,929−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−1,845−100.0%Sold out
Lee Financial Co0$00.00%−1,183−100.0%Sold out
Spire Wealth Management0$00.00%−457−100.0%Sold out
Planned Solutions, Inc.0$00.00%−240−100.0%Sold out
Ritter Daniher Financial Advisory LLC0$00.00%−130−100.0%Sold out
Truvestments Capital LLC0$00.00%−89−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−55−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−40−100.0%Sold out
Concord Wealth Partners0$00.00%−20−100.0%Sold out
Caldwell Sutter Capital, Inc.0$00.00%−13−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−8−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−2−100.0%Sold out
GPM Growth Investors, Inc.––––Not filed
Putnam Investments LLC––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed