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, Q4 2024
Institutional positions in Walker & Dunlop, Inc. as of Dec 31, 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
- 271
- +1 vs. Q3 2024
- Shares held
- 28.3M
- +200.2K (+0.7%) vs. Q3 2024
- Total value
- $2.75B
- −$439.0M (−13.8%) vs. Q3 2024
- New holders
- 35
- 97 more added
- Sold out
- 34
- 94 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 0 | $12 | 0.00% | 0 | New |
| Parkworth Wealth Management, Inc. | 1 | $97 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $194 | 0.00% | +2 | New |
| Larson Financial Group LLC | 5 | $486 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $487 | 0.00% | −2−28.6% | Reduced |
| Global Retirement Partners, LLC | 6 | $583 | 0.00% | −24−80.0% | Reduced |
| Bell Investment Advisors, Inc | 6 | $584 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $584 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $680 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 7 | $681 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $778 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $875 | 0.00% | +9 | New |
| Simplex Trading, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Cullen/Frost Bankers, Inc. | 11 | $1.08K | 0.00% | +11 | New |
| Tidemark, LLC | 12 | $1.17K | 0.00% | +12 | New |
| Aviso Financial Inc. | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 15 | $1.46K | 0.00% | +15 | New |
| IFP Advisors, Inc | 5 | $1.46K | 0.00% | +5 | New |
| Abound Wealth Management | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $2.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.24K | 0.00% | +4+21.1% | Added |
| Hexagon Capital Partners LLC | 33 | $3.21K | 0.00% | +19+135.7% | Added |
| Missouri Trust & Investment Co | 35 | $3.40K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $3.60K | 0.00% | +19+105.6% | Added |
| High Note Wealth, LLC | 37 | $3.60K | 0.00% | +37 | New |
| Parkside Financial Bank & Trust | 39 | $3.79K | 0.00% | +6+18.2% | Added |
| Rothschild Investment LLC | 40 | $3.89K | 0.00% | +10+33.3% | Added |
| Massmutual Trust Co FSB | 45 | $4.37K | 0.00% | −10−18.2% | Reduced |
| Lindbrook Capital, LLC | 59 | $5.74K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $6.71K | 0.00% | +12+21.1% | Added |
| Stonebridge Financial Group, LLC | 70 | $6.80K | 0.00% | +70 | New |
| Covestor Ltd | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 74 | $7.19K | 0.00% | −136−64.8% | Reduced |
| Farther Finance Advisors, LLC | 75 | $7.29K | 0.00% | −46−38.0% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $7.29K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 86 | $8.36K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 90 | $8.75K | 0.01% | +90 | New |
| Ronald Blue Trust, Inc. | 92 | $8.94K | 0.00% | −243−72.5% | Reduced |
| Continuum Advisory, LLC | 92 | $8.94K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $9.70K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $9.72K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 112 | $10.0K | 0.00% | +10+9.8% | Added |
| Jones Financial Companies LLLP | 108 | $10.5K | 0.00% | +25+30.1% | Added |
| Bessemer Group Inc | 129 | $13.0K | 0.00% | +42+48.3% | Added |
| Main Street Group, LTD | 142 | $13.8K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 147 | $14.3K | 0.00% | +147 | New |
| R Squared Ltd | 150 | $14.6K | 0.01% | +150 | New |
| Fifth Third Bancorp | 170 | $16.5K | 0.00% | −13−7.1% | Reduced |
| Rise Advisors, LLC | 184 | $17.9K | 0.01% | +1+0.5% | Added |
| Roble, Belko & Company, Inc | 199 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 202 | $19.2K | 0.00% | +55+37.4% | Added |
| South State Corp. | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $19.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 201 | $19.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 238 | $23.1K | 0.00% | +238 | New |
| Nomura Asset Management Co Ltd | 260 | $25.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 281 | $27.3K | 0.00% | +6+2.2% | Added |
| Sterling Capital Management LLC | 306 | $29.7K | 0.00% | +251+456.4% | Added |
| Steward Partners Investment Advisory, LLC | 308 | $29.9K | 0.00% | −13−4.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 317 | $30.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 398 | $38.7K | 0.00% | +7+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 556 | $54.0K | 0.00% | −7−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 594 | $57.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 606 | $58.9K | 0.01% | −48−7.3% | Reduced |
| Smartleaf Asset Management LLC | 751 | $71.9K | 0.01% | +524+230.8% | Added |
| Eukles Asset Management | 835 | $81.2K | 0.03% | −60−6.7% | Reduced |
| Financial Management Professionals, Inc. | 912 | $88.7K | 0.01% | −5−0.5% | Reduced |
| Asset Dedication, LLC | 961 | $93.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 973 | $95.0K | 0.00% | +16+1.7% | Added |
| State of Wyoming | 990 | $96.2K | 0.01% | +990 | New |
| STRS Ohio | 1,000 | $97.2K | 0.00% | −500−33.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,109 | $107.8K | 0.00% | +94+9.3% | Added |
| Signaturefd, LLC | 1,306 | $127.0K | 0.00% | −99−7.0% | Reduced |
| KBC Group NV | 1,607 | $156.0K | 0.00% | +404+33.6% | Added |
| Quantbot Technologies LP | 1,828 | $177.7K | 0.01% | +1,828 | New |
| CIBC Private Wealth Group, LLC | 2,000 | $184.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,000 | $194.4K | 0.03% | +600+42.9% | Added |
| Mackenzie Financial Corp | 2,063 | $200.5K | 0.00% | −3,531−63.1% | Reduced |
| JustInvest LLC | 2,074 | $201.6K | 0.00% | −57−2.7% | Reduced |
| Venturi Wealth Management, LLC | 2,091 | $203.3K | 0.01% | +66+3.3% | Added |
| Aster Capital Management (DIFC) Ltd | 2,175 | $211.4K | 0.08% | +2,175 | New |
| Worth Venture Partners, LLC | 2,250 | $218.7K | 2.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,304 | $224.0K | 0.02% | −161−6.5% | Reduced |
| Xponance, Inc. | 2,308 | $224.4K | 0.00% | +201+9.5% | Added |
| Ashton Thomas Private Wealth, LLC | 2,353 | $228.7K | 0.01% | +2,353 | New |
| Kovitz Investment Group Partners, LLC | 2,378 | $231.2K | 0.00% | +2,378 | New |
| Sage Mountain Advisors LLC | 2,380 | $231.4K | 0.02% | +190+8.7% | Added |
| Neuberger Berman Group LLC | 2,437 | $236.9K | 0.00% | +23+1.0% | Added |
| LPL Financial LLC | 2,512 | $244.2K | 0.00% | −5,157−67.2% | Reduced |
| Brinker Capital Investments, LLC | 2,590 | $251.8K | 0.00% | −545−17.4% | Reduced |
| Orion Portfolio Solutions, LLC | 2,590 | $251.8K | 0.00% | −545−17.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,660 | $259.0K | 0.00% | −247−8.5% | Reduced |
| Quantinno Capital Management LP | 2,760 | $268.3K | 0.00% | +732+36.1% | Added |
| Cerity Partners LLC | 2,403 | $268.4K | 0.00% | −1,554−39.3% | Reduced |
| Arkadios Wealth Advisors | 2,932 | $285.1K | 0.02% | +12+0.4% | Added |
| Pensionmark Financial Group, LLC | 2,956 | $287.4K | 0.01% | 00.0% | Unchanged |