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 |
|---|---|---|---|---|---|
| National Bank of Canada | 275 | $25.8K | 0.00% | +185+205.6% | Added |
| Nomura Asset Management Co Ltd | 260 | $25.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 215 | $23.0K | 0.00% | +24+12.6% | Added |
| Roble, Belko & Company, Inc | 199 | $20.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 207 | $19.9K | 0.00% | +126+155.6% | Added |
| Versant Capital Management, Inc | 201 | $19.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $19.7K | 0.00% | −4−2.0% | Reduced |
| 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 |
| Rise Advisors, LLC | 181 | $17.8K | 0.01% | +1+0.6% | Added |
| Fifth Third Bancorp | 157 | $15.4K | 0.00% | +38+31.9% | Added |
| Walleye Trading LLC | 141 | $13.8K | 0.00% | −1,563−91.7% | Reduced |
| Main Street Group, LTD | 142 | $13.3K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 120 | $11.8K | 0.00% | +120 | New |
| Allworth Financial LP | 106 | $11.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $9.82K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 96 | $9.67K | 0.00% | +96 | New |
| Continuum Advisory, LLC | 92 | $9.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 76 | $8.00K | 0.01% | −94−55.3% | Reduced |
| Oakworth Capital, Inc. | 78 | $7.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 76 | $7.46K | 0.00% | +5+7.0% | Added |
| GHP Investment Advisors, Inc. | 75 | $7.37K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $7.37K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 75 | $7.04K | 0.00% | +3+4.2% | Added |
| SRS Capital Advisors, Inc. | 57 | $5.60K | 0.00% | +57 | New |
| Global Retirement Partners, LLC | 54 | $5.30K | 0.00% | +51+1,700.0% | Added |
| 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 |
| Missouri Trust & Investment Co | 35 | $3.44K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $3.16K | 0.00% | +32 | New |
| Massmutual Trust Co FSB | 32 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $2.46K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 24 | $2.42K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 23 | $2.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.58K | 0.00% | 00.0% | Unchanged |
| 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 |
| Principal Securities, Inc. | 13 | $1.28K | 0.00% | +1+8.3% | Added |
| Private Wealth Management Group, LLC | 8 | $786 | 0.00% | −14−63.6% | Reduced |
| Manchester Capital Management LLC | 7 | $688 | 0.00% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 5 | $491 | 0.00% | +5 | New |
| Innealta Capital, LLC | 3 | $295 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $99 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $98 | 0.00% | −15,006−100.0% | Reduced |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 2Xideas AG | 0 | $0 | 0.00% | −95,924−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −45,083−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −29,275−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −27,515−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,803−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −19,489−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −17,240−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −11,648−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,039−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −13,362−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,160−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,947−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,133−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Credential Qtrade Securities Inc. | – | – | – | – | Not filed |