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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 24,259 | $2.76M | 0.00% | +1,476+6.5% | Added |
| Masterton Capital Management, LP | 24,700 | $2.81M | 1.87% | +24,700 | New |
| BSW Wealth Partners | 28,077 | $3.19M | 0.48% | +9,955+54.9% | Added |
| California State Teachers Retirement System | 31,780 | $3.61M | 0.00% | −894−2.7% | Reduced |
| Prudential Financial Inc | 33,110 | $3.76M | 0.01% | −2,832−7.9% | Reduced |
| Verdence Capital Advisors LLC | 34,646 | $3.94M | 0.31% | +925+2.7% | Added |
| Thrivent Financial for Lutherans | 35,493 | $4.03M | 0.01% | −2,814−7.3% | Reduced |
| HRT Financial LP | 35,650 | $4.05M | 0.02% | +35,650 | New |
| CI Private Wealth, LLC | 37,033 | $4.21M | 0.01% | −7,672−17.2% | Reduced |
| UBS Group AG | 38,430 | $4.37M | 0.00% | +18,285+90.8% | Added |
| EULAV Asset Management | 38,900 | $4.42M | 0.11% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 39,426 | $4.48M | 0.00% | +1,695+4.5% | Added |
| Citigroup Inc | 40,212 | $4.57M | 0.00% | +14,818+58.4% | Added |
| Harspring Capital Management, LLC | 41,500 | $4.71M | 1.12% | −23,500−36.2% | Reduced |
| Franklin Resources Inc | 44,016 | $4.92M | 0.00% | +3,101+7.6% | Added |
| Great West Life Assurance Co | 43,375 | $4.92M | 0.01% | −3,961−8.4% | Reduced |
| NFJ Investment Group, LLC | 44,121 | $5.01M | 0.15% | −2,029−4.4% | Reduced |
| Millennium Management LLC | 44,370 | $5.04M | 0.00% | +35,353+392.1% | Added |
| California Public Employees Retirement System | 45,663 | $5.19M | 0.00% | +3,314+7.8% | Added |
| GPM Growth Investors, Inc. | 46,793 | $5.32M | 2.21% | −20.0% | Reduced |
| GW&K Investment Management, LLC | 48,239 | $5.48M | 0.05% | −1,699−3.4% | Reduced |
| Jane Street Group, LLC | 48,794 | $5.54M | 0.01% | +5,576+12.9% | Added |
| New York State Teachers Retirement System | 48,850 | $5.55M | 0.01% | −400−0.8% | Reduced |
| Barclays PLC | 56,520 | $6.42M | 0.00% | +44,748+380.1% | Added |
| Castleark Management LLC | 61,160 | $6.95M | 0.28% | +19,000+45.1% | Added |
| Citadel Advisors LLC | 65,602 | $7.45M | 0.01% | +11,168+20.5% | Added |
| Swiss National Bank | 66,000 | $7.50M | 0.00% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 67,122 | $7.62M | 1.39% | +32,207+92.2% | Added |
| Public Sector Pension Investment Board | 68,062 | $7.73M | 0.04% | −6,100−8.2% | Reduced |
| Man Group plc | 68,381 | $7.77M | 0.02% | −25,274−27.0% | Reduced |
| Crawford Investment Counsel Inc | 70,274 | $7.98M | 0.14% | +960+1.4% | Added |
| Shufro Rose & Co LLC | 81,579 | $8.01M | 0.65% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 71,800 | $8.16M | 0.16% | +71,800 | New |
| JPMorgan Chase & Co | 72,649 | $8.25M | 0.00% | +16,481+29.3% | Added |
| Royce & Associates LP | 77,446 | $8.80M | 0.08% | −530−0.7% | Reduced |
| Ameriprise Financial Inc | 80,675 | $9.16M | 0.00% | −10,938−11.9% | Reduced |
| UBS Asset Management Americas Inc | 85,613 | $9.72M | 0.00% | +328+0.4% | Added |
| Nixon Capital, LLC | 89,371 | $10.2M | 3.57% | +1,219+1.4% | Added |
| Legal & General Group Plc | 91,532 | $10.4M | 0.00% | −3,264−3.4% | Reduced |
| Voss Capital, LLC | 93,670 | $10.6M | 0.88% | +19,340+26.0% | Added |
| Rhumbline Advisers | 93,693 | $10.6M | 0.01% | −4,601−4.7% | Reduced |
| Deutsche Bank AG | 94,015 | $10.7M | 0.00% | +4,536+5.1% | Added |
| Invesco Ltd. | 95,037 | $10.8M | 0.00% | +5,721+6.4% | Added |
| Tudor Investment Corp Et Al | 96,343 | $10.9M | 0.12% | +77,422+409.2% | Added |
| ArrowMark Colorado Holdings LLC | 100,000 | $11.4M | 0.15% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 104,596 | $11.9M | 0.02% | +22,616+27.6% | Added |
| Rockefeller Capital Management L.P. | 127,801 | $14.5M | 0.04% | +20,037+18.6% | Added |
| Nuveen Asset Management, LLC | 132,294 | $15.0M | 0.00% | −1,266−0.9% | Reduced |
| Thornburg Investment Management Inc | 137,843 | $15.7M | 0.20% | +29,365+27.1% | Added |
| Kathmere Capital Management, LLC | 138,401 | $15.7M | 1.48% | −7,250−5.0% | Reduced |
| First Sabrepoint Capital Management LP | 150,000 | $17.0M | 6.57% | +75,000+100.0% | Added |
| Principal Financial Group Inc | 151,684 | $17.2M | 0.01% | −15,350−9.2% | Reduced |
| Amundi | 160,533 | $17.9M | 0.01% | +155,124+2,867.9% | Added |
| M.D. Sass Investors Services, Inc. | 168,292 | $19.1M | 1.48% | −22,588−11.8% | Reduced |
| Erste Asset Management GmbH | 174,694 | $19.8M | 0.24% | +4,694+2.8% | Added |
| Brown Advisory Inc | 235,866 | $26.8M | 0.03% | +378+0.2% | Added |
| Goldman Sachs Group Inc | 268,099 | $30.5M | 0.01% | +49,928+22.9% | Added |
| Bank of New York Mellon Corp | 344,304 | $39.1M | 0.01% | −33,113−8.8% | Reduced |
| Northern Trust Corp | 411,204 | $46.7M | 0.01% | −1,522−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 451,207 | $51.3M | 0.01% | +3,099+0.7% | Added |
| American Century Companies Inc | 492,030 | $55.9M | 0.03% | +141,008+40.2% | Added |
| Morgan Stanley | 503,248 | $57.2M | 0.00% | +51,273+11.3% | Added |
| Bank of America Corp | 511,603 | $58.1M | 0.01% | −38,825−7.1% | Reduced |
| Norges Bank | 513,666 | $58.3M | 0.01% | +104,150+25.4% | Added |
| Geode Capital Management, LLC | 729,522 | $82.9M | 0.01% | −11,774−1.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,188,888 | $135.0M | 0.08% | −2,367−0.2% | Reduced |
| FMR LLC | 1,227,874 | $139.5M | 0.01% | +402,313+48.7% | Added |
| Alliancebernstein L.P. | 1,260,653 | $143.2M | 0.05% | −19,447−1.5% | Reduced |
| Dimensional Fund Advisors LP | 1,285,330 | $146.0M | 0.04% | −34,104−2.6% | Reduced |
| Victory Capital Management Inc | 1,415,479 | $160.8M | 0.15% | +351,957+33.1% | Added |
| State Street Corp | 1,434,370 | $162.9M | 0.01% | +18,461+1.3% | Added |
| Janus Henderson Group PLC | 1,836,529 | $208.6M | 0.11% | +5020.0% | Added |
| Vanguard Group Inc | 3,744,440 | $425.3M | 0.01% | −36,591−1.0% | Reduced |
| BlackRock, Inc. | 5,018,787 | $570.1M | 0.01% | +5,018,787 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Impactive Capital LP | 0 | $0 | 0.00% | −1,450,348−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −235,034−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −171,767−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,615−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −7,868−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,737−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,984−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,312−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,964−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |