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, Q2 2024
Institutional positions in Walker & Dunlop, Inc. as of Jun 30, 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
- 253
- −8 vs. Q1 2024
- Shares held
- 28.3M
- +387.1K (+1.4%) vs. Q1 2024
- Total value
- $2.78B
- −$40.7M (−1.4%) vs. Q1 2024
- New holders
- 28
- 94 more added
- Sold out
- 36
- 86 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $98 | 0.00% | −15,006−100.0% | Reduced |
| TFC Financial Management | 1 | $99 | 0.00% | +1 | New |
| Innealta Capital, LLC | 3 | $295 | 0.00% | +3 | New |
| Larson Financial Group LLC | 5 | $491 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 6 | $590 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $590 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $590 | 0.00% | +1+20.0% | Added |
| Manchester Capital Management LLC | 7 | $688 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $786 | 0.00% | −14−63.6% | Reduced |
| Principal Securities, Inc. | 13 | $1.28K | 0.00% | +1+8.3% | Added |
| Quarry LP | 15 | $1.47K | 0.00% | −37−71.2% | Reduced |
| Rothschild Investment LLC | 15 | $1.47K | 0.00% | +10+200.0% | Added |
| Hexagon Capital Partners LLC | 15 | $1.47K | 0.00% | +15 | New |
| Aviso Financial Inc. | 15 | $1.47K | 0.00% | +15 | New |
| Abound Wealth Management | 16 | $1.58K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $2.26K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 24 | $2.42K | 0.00% | +24 | New |
| Geneos Wealth Management Inc. | 25 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $3.14K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $3.16K | 0.00% | +32 | New |
| Missouri Trust & Investment Co | 35 | $3.44K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42 | $4.12K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 42 | $4.12K | 0.00% | +2+5.0% | Added |
| Global Retirement Partners, LLC | 54 | $5.30K | 0.00% | +51+1,700.0% | Added |
| SRS Capital Advisors, Inc. | 57 | $5.60K | 0.00% | +57 | New |
| Farther Finance Advisors, LLC | 75 | $7.04K | 0.00% | +3+4.2% | Added |
| GHP Investment Advisors, Inc. | 75 | $7.37K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $7.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 76 | $7.46K | 0.00% | +5+7.0% | Added |
| Oakworth Capital, Inc. | 78 | $7.66K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 76 | $8.00K | 0.01% | −94−55.3% | Reduced |
| Continuum Advisory, LLC | 92 | $9.03K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 96 | $9.67K | 0.00% | +96 | New |
| Toth Financial Advisory Corp | 100 | $9.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 106 | $11.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 120 | $11.8K | 0.00% | +120 | New |
| Main Street Group, LTD | 142 | $13.3K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 141 | $13.8K | 0.00% | −1,563−91.7% | Reduced |
| Fifth Third Bancorp | 157 | $15.4K | 0.00% | +38+31.9% | Added |
| Rise Advisors, LLC | 181 | $17.8K | 0.01% | +1+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $19.6K | 0.01% | −200−50.0% | Reduced |
| South State Corp. | 200 | $19.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $19.7K | 0.00% | −4−2.0% | Reduced |
| Versant Capital Management, Inc | 201 | $19.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 207 | $19.9K | 0.00% | +126+155.6% | Added |
| Roble, Belko & Company, Inc | 199 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 215 | $23.0K | 0.00% | +24+12.6% | Added |
| Nomura Asset Management Co Ltd | 260 | $25.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 275 | $25.8K | 0.00% | +185+205.6% | Added |
| Huntington National Bank | 279 | $27.4K | 0.00% | +10+3.7% | Added |
| Colonial Trust Advisors | 302 | $29.7K | 0.00% | +1+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 310 | $30.4K | 0.00% | +16+5.4% | Added |
| GAMMA Investing LLC | 397 | $39.0K | 0.01% | +100+33.7% | Added |
| Parkside Financial Bank & Trust | 449 | $44.1K | 0.01% | +10+2.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 575 | $56.0K | 0.00% | +177+44.5% | Added |
| Public Employees Retirement System of Ohio | 598 | $58.7K | 0.00% | +7+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 613 | $60.2K | 0.00% | +606+8,657.1% | Added |
| Advisor Group Holdings, Inc. | 739 | $72.6K | 0.00% | −111−13.1% | Reduced |
| Financial Management Professionals, Inc. | 917 | $90.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 928 | $91.0K | 0.00% | +35+3.9% | Added |
| KBC Group NV | 937 | $92.0K | 0.00% | −2,505−72.8% | Reduced |
| Asset Dedication, LLC | 961 | $94.4K | 0.01% | +961 | New |
| LRI Investments, LLC | 999 | $98.1K | 0.01% | +999 | New |
| STRS Ohio | 1,100 | $108.0K | 0.00% | +500+83.3% | Added |
| Eukles Asset Management | 1,122 | $110.2K | 0.05% | −124−10.0% | Reduced |
| Signaturefd, LLC | 1,274 | $125.1K | 0.00% | +26+2.1% | Added |
| Crewe Advisors LLC | 1,400 | $137.5K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $190.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,025 | $198.9K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 2,056 | $201.9K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,175 | $213.6K | 0.00% | +2,175 | New |
| Sage Mountain Advisors LLC | 2,190 | $215.1K | 0.02% | +190+9.5% | Added |
| Cerity Partners LLC | 2,205 | $216.5K | 0.00% | −192−8.0% | Reduced |
| Quadrant Capital Group LLC | 2,292 | $225.1K | 0.02% | +277+13.7% | Added |
| CIBC Asset Management Inc | 2,302 | $226.1K | 0.00% | −41−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 2,404 | $236.0K | 0.00% | −118−4.7% | Reduced |
| Neuberger Berman Group LLC | 2,577 | $253.1K | 0.00% | +125+5.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,591 | $254.4K | 0.06% | +2,591 | New |
| LPL Financial LLC | 2,638 | $259.0K | 0.00% | −259−8.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,778 | $272.8K | 0.00% | +2,778 | New |
| Aquatic Capital Management LLC | 2,800 | $275.0K | 0.01% | −1,200−30.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,808 | $275.7K | 0.01% | +2,808 | New |
| Profund Advisors LLC | 2,901 | $284.9K | 0.01% | −81−2.7% | Reduced |
| Atria Investments LLC | 2,951 | $289.8K | 0.00% | +2,951 | New |
| Atria Wealth Solutions, Inc. | 2,964 | $291.1K | 0.00% | −67−2.2% | Reduced |
| PDT Partners, LLC | 3,130 | $307.4K | 0.03% | −2,440−43.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,175 | $311.8K | 0.01% | −120−3.6% | Reduced |
| AQR Capital Management LLC | 3,223 | $316.5K | 0.00% | +206+6.8% | Added |
| AlphaMark Advisors, LLC | 3,308 | $325.0K | 0.11% | +566+20.6% | Added |
| Algert Global LLC | 3,384 | $332.3K | 0.01% | +3,384 | New |
| Nisa Investment Advisors, LLC | 3,553 | $348.9K | 0.00% | −10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,676 | $361.0K | 0.00% | +1,552+73.1% | Added |
| Pensionmark Financial Group, LLC | 3,686 | $362.0K | 0.02% | +3,686 | New |
| Entropy Technologies, LP | 3,799 | $373.1K | 0.04% | −1,929−33.7% | Reduced |
| Guerra Pan Advisors, LLC | 3,805 | $373.6K | 0.31% | +10.0% | Added |
| Evergreen Capital Management LLC | 3,808 | $373.9K | 0.01% | +192+5.3% | Added |