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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, 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.

Institutional holdersQ3 2024: 274 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 heldQ3 2024: $3.19B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q2 2024.

Institutions holding WD in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Venturi Wealth Management, LLC2,025$230.0K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC2,000$227.2K0.00%00.0%Unchanged
Heritage Investors Management Corp2,000$227.0K0.01%+2,000New
STRS Ohio1,500$170.4K0.00%+400+36.4%Added
Signaturefd, LLC1,405$159.6K0.00%+131+10.3%Added
Crewe Advisors LLC1,400$159.0K0.02%00.0%Unchanged
KBC Group NV1,203$137.0K0.00%+266+28.4%Added
Catalyst Funds Management Pty Ltd1,200$136.3K0.03%+1,000+500.0%Added
International Assets Investment Management, LLC13,631$120.0K0.00%+13,511+11,259.2%Added
Advisor Group Holdings, Inc.1,015$115.3K0.00%+276+37.3%Added
Asset Dedication, LLC961$109.2K0.01%00.0%Unchanged
CWM, LLC957$109.0K0.00%+29+3.1%Added
Financial Management Professionals, Inc.917$104.0K0.01%00.0%Unchanged
Eukles Asset Management895$101.7K0.04%−227−20.2%Reduced
GAMMA Investing LLC654$74.3K0.01%+257+64.7%Added
Public Employees Retirement System of Ohio594$67.5K0.00%−4−0.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC563$64.0K0.00%−50−8.2%Reduced
Acadian Asset Management LLC513$58.0K0.00%+513New
National Bank of Canada391$44.4K0.00%+116+42.2%Added
Steward Partners Investment Advisory, LLC321$36.5K0.00%+11+3.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.317$36.0K0.00%+275+654.8%Added
Baird Financial Group, Inc.316$35.9K0.00%+316New
Danske Bank A/S300$34.1K0.00%+300New
Ronald Blue Trust, Inc.335$32.9K0.00%+311+1,295.8%Added
Huntington National Bank275$31.2K0.00%−4−1.4%Reduced
Nomura Asset Management Co Ltd260$29.5K0.00%00.0%Unchanged
Smartleaf Asset Management LLC227$25.4K0.00%+20+9.7%Added
EverSource Wealth Advisors, LLC210$23.9K0.00%−5−2.3%Reduced
Roble, Belko & Company, Inc199$23.0K0.00%00.0%Unchanged
Versant Capital Management, Inc201$22.8K0.01%00.0%Unchanged
Parallel Advisors, LLC200$22.8K0.00%00.0%Unchanged
Colonial Trust Advisors200$22.7K0.00%−102−33.8%Reduced
South State Corp.200$22.7K0.00%00.0%Unchanged
Fifth Third Bancorp183$20.8K0.00%+26+16.6%Added
Rise Advisors, LLC183$20.7K0.01%+2+1.1%Added
Allworth Financial LP147$16.7K0.00%+41+38.7%Added
Main Street Group, LTD142$16.1K0.01%00.0%Unchanged
Farther Finance Advisors, LLC121$13.7K0.00%+46+61.3%Added
Bokf, NA111$12.4K0.00%+111New
Toth Financial Advisory Corp100$11.4K0.00%00.0%Unchanged
Hemington Wealth Management102$11.0K0.00%+102New
Bessemer Group Inc87$10.0K0.00%+57+190.0%Added
Continuum Advisory, LLC92$9.90K0.00%00.0%Unchanged
Umb Bank N A86$9.77K0.00%+44+104.8%Added
Jones Financial Companies LLLP83$9.25K0.00%+51+159.4%Added
Covestor Ltd76$9.00K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.75$8.52K0.00%00.0%Unchanged
Lindbrook Capital, LLC59$6.70K0.00%−17−22.4%Reduced
SRS Capital Advisors, Inc.57$6.47K0.00%00.0%Unchanged
Massmutual Trust Co FSB55$6.25K0.00%+23+71.9%Added
Sterling Capital Management LLC55$6.25K0.00%+55New
Missouri Trust & Investment Co35$3.98K0.00%00.0%Unchanged
Parkside Financial Bank & Trust33$3.75K0.00%−416−92.7%Reduced
Global Retirement Partners, LLC30$3.41K0.00%−24−44.4%Reduced
Rothschild Investment LLC30$3.41K0.00%+15+100.0%Added
Geneos Wealth Management Inc.25$2.84K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc23$2.61K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC19$2.16K0.00%+1+5.6%Added
Principal Securities, Inc.18$2.04K0.00%+5+38.5%Added
Beacon Capital Management, LLC18$2.04K0.00%+18New
Clearstead Advisors, LLC17$1.88K0.00%+1+6.3%Added
Abound Wealth Management16$1.82K0.00%00.0%Unchanged
Aviso Financial Inc.15$1.70K0.00%00.0%Unchanged
Hexagon Capital Partners LLC14$1.59K0.00%−1−6.7%Reduced
Capital Performance Advisors LLP11$1.25K0.00%+11New
Private Wealth Management Group, LLC8$9090.00%00.0%Unchanged
Manchester Capital Management LLC7$7960.00%00.0%Unchanged
SJS Investment Consulting Inc.7$7960.00%+1+16.7%Added
Bell Investment Advisors, Inc6$6820.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$6820.00%00.0%Unchanged
Larson Financial Group LLC5$5680.00%00.0%Unchanged
Claris Advisors, LLC3$3410.00%+3New
TFC Financial Management1$1140.00%00.0%Unchanged
Mendota Financial Group, LLC1$1140.00%+1New
Proequities, Inc.0$00.00%−75−100.0%Sold out
Impactive Capital LP0$00.00%−1,450,348−100.0%Sold out
Boston Partners0$00.00%−235,034−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−171,767−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−8,615−100.0%Sold out
UniSuper Management Pty Ltd0$00.00%−7,868−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−6,737−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−4,984−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,312−100.0%Sold out
Algert Global LLC0$00.00%−3,384−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−2,964−100.0%Sold out
LRI Investments, LLC0$00.00%−999−100.0%Sold out
Walleye Trading LLC0$00.00%−141−100.0%Sold out
Mather Group, LLC.0$00.00%−96−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−78−100.0%Sold out
Quarry LP0$00.00%−15−100.0%Sold out
Innealta Capital, LLC0$00.00%−3−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−2−100.0%Sold out
BlackRock Inc.––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed