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, Q3 2024
Institutional positions in Walker & Dunlop, Inc. as of Sep 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
- 274
- +23 vs. Q2 2024
- Shares held
- 28.1M
- +4.94M (+21.3%) vs. Q2 2024
- Total value
- $3.19B
- +$916.2M (+40.3%) vs. Q2 2024
- New holders
- 41
- 108 more added
- Sold out
- 18
- 78 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $114 | 0.00% | +1 | New |
| Claris Advisors, LLC | 3 | $341 | 0.00% | +3 | New |
| Larson Financial Group LLC | 5 | $568 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $682 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $682 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $796 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $796 | 0.00% | +1+16.7% | Added |
| Private Wealth Management Group, LLC | 8 | $909 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $1.25K | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 14 | $1.59K | 0.00% | −1−6.7% | Reduced |
| Aviso Financial Inc. | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.82K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $1.88K | 0.00% | +1+6.3% | Added |
| Principal Securities, Inc. | 18 | $2.04K | 0.00% | +5+38.5% | Added |
| Beacon Capital Management, LLC | 18 | $2.04K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 19 | $2.16K | 0.00% | +1+5.6% | Added |
| Farmers & Merchants Investments Inc | 23 | $2.61K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $3.41K | 0.00% | −24−44.4% | Reduced |
| Rothschild Investment LLC | 30 | $3.41K | 0.00% | +15+100.0% | Added |
| Parkside Financial Bank & Trust | 33 | $3.75K | 0.00% | −416−92.7% | Reduced |
| Missouri Trust & Investment Co | 35 | $3.98K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $6.25K | 0.00% | +23+71.9% | Added |
| Sterling Capital Management LLC | 55 | $6.25K | 0.00% | +55 | New |
| SRS Capital Advisors, Inc. | 57 | $6.47K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 59 | $6.70K | 0.00% | −17−22.4% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $8.52K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 76 | $9.00K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 83 | $9.25K | 0.00% | +51+159.4% | Added |
| Umb Bank N A | 86 | $9.77K | 0.00% | +44+104.8% | Added |
| Continuum Advisory, LLC | 92 | $9.90K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 87 | $10.0K | 0.00% | +57+190.0% | Added |
| Hemington Wealth Management | 102 | $11.0K | 0.00% | +102 | New |
| Toth Financial Advisory Corp | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $12.4K | 0.00% | +111 | New |
| Farther Finance Advisors, LLC | 121 | $13.7K | 0.00% | +46+61.3% | Added |
| Main Street Group, LTD | 142 | $16.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 147 | $16.7K | 0.00% | +41+38.7% | Added |
| Rise Advisors, LLC | 183 | $20.7K | 0.01% | +2+1.1% | Added |
| Fifth Third Bancorp | 183 | $20.8K | 0.00% | +26+16.6% | Added |
| Colonial Trust Advisors | 200 | $22.7K | 0.00% | −102−33.8% | Reduced |
| South State Corp. | 200 | $22.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $22.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 201 | $22.8K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 199 | $23.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 210 | $23.9K | 0.00% | −5−2.3% | Reduced |
| Smartleaf Asset Management LLC | 227 | $25.4K | 0.00% | +20+9.7% | Added |
| Nomura Asset Management Co Ltd | 260 | $29.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 275 | $31.2K | 0.00% | −4−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 335 | $32.9K | 0.00% | +311+1,295.8% | Added |
| Danske Bank A/S | 300 | $34.1K | 0.00% | +300 | New |
| Baird Financial Group, Inc. | 316 | $35.9K | 0.00% | +316 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 317 | $36.0K | 0.00% | +275+654.8% | Added |
| Steward Partners Investment Advisory, LLC | 321 | $36.5K | 0.00% | +11+3.5% | Added |
| National Bank of Canada | 391 | $44.4K | 0.00% | +116+42.2% | Added |
| Acadian Asset Management LLC | 513 | $58.0K | 0.00% | +513 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 563 | $64.0K | 0.00% | −50−8.2% | Reduced |
| Public Employees Retirement System of Ohio | 594 | $67.5K | 0.00% | −4−0.7% | Reduced |
| GAMMA Investing LLC | 654 | $74.3K | 0.01% | +257+64.7% | Added |
| Eukles Asset Management | 895 | $101.7K | 0.04% | −227−20.2% | Reduced |
| Financial Management Professionals, Inc. | 917 | $104.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 957 | $109.0K | 0.00% | +29+3.1% | Added |
| Asset Dedication, LLC | 961 | $109.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,015 | $115.3K | 0.00% | +276+37.3% | Added |
| International Assets Investment Management, LLC | 13,631 | $120.0K | 0.00% | +13,511+11,259.2% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $136.3K | 0.03% | +1,000+500.0% | Added |
| KBC Group NV | 1,203 | $137.0K | 0.00% | +266+28.4% | Added |
| Crewe Advisors LLC | 1,400 | $159.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,405 | $159.6K | 0.00% | +131+10.3% | Added |
| STRS Ohio | 1,500 | $170.4K | 0.00% | +400+36.4% | Added |
| Heritage Investors Management Corp | 2,000 | $227.0K | 0.01% | +2,000 | New |
| CIBC Private Wealth Group, LLC | 2,000 | $227.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,025 | $230.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,028 | $230.4K | 0.00% | +2,028 | New |
| Truist Financial Corp | 2,068 | $234.9K | 0.00% | +12+0.6% | Added |
| Xponance, Inc. | 2,107 | $239.3K | 0.00% | +2,107 | New |
| JustInvest LLC | 2,131 | $242.0K | 0.00% | +2,131 | New |
| Sage Mountain Advisors LLC | 2,190 | $248.8K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,226 | $252.9K | 0.00% | −76−3.3% | Reduced |
| Twinbeech Capital LP | 2,232 | $253.5K | 0.00% | +2,232 | New |
| Worth Venture Partners, LLC | 2,250 | $255.6K | 1.92% | +2,250 | New |
| Neuberger Berman Group LLC | 2,414 | $274.2K | 0.00% | −163−6.3% | Reduced |
| Quadrant Capital Group LLC | 2,465 | $280.0K | 0.02% | +173+7.5% | Added |
| Verition Fund Management LLC | 2,487 | $282.5K | 0.00% | +312+14.3% | Added |
| First Eagle Investment Management, LLC | 2,645 | $300.4K | 0.00% | +2,645 | New |
| Tower Research Capital LLC (TRC) | 2,673 | $303.6K | 0.01% | −3,691−58.0% | Reduced |
| Brevan Howard Capital Management LP | 2,781 | $315.9K | 0.02% | +2,781 | New |
| Crossmark Global Holdings, Inc. | 2,907 | $330.0K | 0.01% | +503+20.9% | Added |
| Arkadios Wealth Advisors | 2,920 | $331.7K | 0.02% | +2,920 | New |
| Pensionmark Financial Group, LLC | 2,956 | $335.8K | 0.01% | −730−19.8% | Reduced |
| AQR Capital Management LLC | 2,972 | $337.6K | 0.00% | −251−7.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,001 | $340.9K | 0.01% | +193+6.9% | Added |
| Aquatic Capital Management LLC | 3,100 | $352.1K | 0.01% | +300+10.7% | Added |
| Brinker Capital Investments, LLC | 3,135 | $356.1K | 0.00% | +3,135 | New |
| Orion Portfolio Solutions, LLC | 3,135 | $356.1K | 0.00% | +3,135 | New |
| Ameritas Investment Partners, Inc. | 3,175 | $360.6K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3,197 | $363.0K | 0.13% | −111−3.4% | Reduced |
| Versor Investments LP | 3,300 | $374.8K | 0.06% | +3,300 | New |
| XTX Topco Ltd | 3,362 | $381.9K | 0.03% | +3,362 | New |