Skip to main content

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.

Institutional holdersQ4 2024: 271 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 heldQ4 2024: $2.75B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q3 2024.

Institutions holding WD in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Carson Advisory Inc.12,600$1.22M0.85%−150−1.2%Reduced
Kestra Advisory Services, LLC12,278$1.19M0.01%−236−1.9%Reduced
Truist Financial Corp12,185$1.18M0.00%+10,117+489.2%Added
Yousif Capital Management, LLC12,147$1.18M0.01%−272−2.2%Reduced
Comerica Bank11,385$1.11M0.00%−228−2.0%Reduced
Spinnaker Investment Group, LLC11,379$1.11M0.27%−1,471−11.4%Reduced
Dempze Nancy E11,100$1.08M0.62%−1,400−11.2%Reduced
Maryland State Retirement & Pension System10,745$1.04M0.02%−82−0.8%Reduced
Harbor Capital Advisors, Inc.10,089$981.0K0.04%+763+8.2%Added
Teachers Retirement System of the State of Kentucky9,971$969.0K0.01%00.0%Unchanged
Arizona State Retirement System9,795$952.2K0.01%+86+0.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)9,742$947.0K0.00%+2,101+27.5%Added
ProShare Advisors LLC9,685$941.5K0.00%−3,721−27.8%Reduced
SEI Investments Co9,591$932.3K0.00%−3,279−25.5%Reduced
Voya Investment Management LLC9,585$931.8K0.00%−734−7.1%Reduced
Amalgamated Bank9,407$914.0K0.01%−29−0.3%Reduced
Kornitzer Capital Management Inc9,400$913.8K0.02%00.0%Unchanged
Lighthouse Investment Partners, LLC9,351$909.0K0.04%+9,351New
Glenmede Trust Co NA9,123$886.8K0.00%−268−2.9%Reduced
Qube Research & Technologies Ltd8,977$872.7K0.00%−14,482−61.7%Reduced
Synergy Financial Group, LTD8,210$798.1K0.67%−391−4.5%Reduced
State of Tennessee, Treasury Department8,173$794.5K0.00%−358−4.2%Reduced
Oregon Public Employees Retirement Fund7,501$729.2K0.01%00.0%Unchanged
Handelsbanken Fonder AB7,351$715.0K0.00%+900+14.0%Added
ARGA Investment Management, LP7,205$700.4K0.02%00.0%Unchanged
Raymond James Financial Inc7,061$686.7K0.00%+7,061New
Cornerstone Investment Partners, LLC6,983$678.8K0.03%+228+3.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,848$665.7K0.00%−5−0.1%Reduced
Police & Firemen's Retirement System of New Jersey6,843$665.2K0.01%+6,843New
KLP Kapitalforvaltning AS6,800$661.0K0.00%+6,800New
Keybank National Association6,585$640.1K0.00%+453+7.4%Added
Occudo Quantitative Strategies LP6,552$636.9K0.11%+6,552New
RSM US Wealth Management LLC6,149$595.0K0.01%−135−2.1%Reduced
Royal Bank of Canada5,797$565.0K0.00%−5,125−46.9%Reduced
O'Shaughnessy Asset Management, LLC5,766$560.5K0.00%+452+8.5%Added
Commonwealth Equity Services, LLC5,701$554.0K0.00%−165−2.8%Reduced
Burney Co5,669$551.1K0.02%+750+15.2%Added
First Eagle Investment Management, LLC5,496$534.3K0.00%+2,851+107.8%Added
Profund Advisors LLC5,190$504.5K0.02%+1,735+50.2%Added
Jane Street Group, LLC5,055$491.4K0.00%−43,739−89.6%Reduced
HSBC Holdings PLC4,961$479.6K0.00%−134−2.6%Reduced
Mariner, LLC4,886$475.0K0.00%+213+4.6%Added
Mutual of America Capital Management LLC4,860$472.4K0.01%+37+0.8%Added
Wealth Enhancement Advisory Services, LLC4,835$470.1K0.00%−632−11.6%Reduced
Nomura Holdings Inc4,808$467.4K0.00%+4,808New
Bank of Montreal4,558$443.1K0.00%+310+7.3%Added
Pictet Asset Management Holding SA4,536$440.9K0.00%+672+17.4%Added
Independent Financial Group, LLC4,350$422.9K0.01%00.0%Unchanged
Atria Investments LLC4,329$420.8K0.01%+508+13.3%Added
Public Employees Retirement Association of Colorado4,298$418.0K0.00%00.0%Unchanged
Inceptionr LLC4,249$413.0K0.09%+4,249New
BNP Paribas Arbitrage, SA4,162$404.6K0.00%−9,505−69.5%Reduced
Everence Capital Management Inc4,120$401.0K0.03%−220−5.1%Reduced
Gallagher Fiduciary Advisors, LLC3,993$388.1K0.08%+586+17.2%Added
Evergreen Capital Management LLC3,864$375.6K0.01%−249−6.1%Reduced
Quadrature Capital Ltd3,686$358.6K0.01%+3,686New
The PNC Financial Services Group, Inc.3,660$355.8K0.00%+10.0%Added
Nisa Investment Advisors, LLC3,553$345.4K0.00%00.0%Unchanged
Vestmark Advisory Solutions, Inc.3,546$344.7K0.01%+545+18.2%Added
Independent Advisor Alliance3,465$336.9K0.00%−328−8.6%Reduced
Versor Investments LP3,426$333.0K0.06%+126+3.8%Added
Ameritas Investment Partners, Inc.3,362$326.8K0.01%+187+5.9%Added
Guerra Pan Advisors, LLC3,328$323.5K0.23%−477−12.5%Reduced
US Bancorp3,309$321.7K0.00%−3,030−47.8%Reduced
CIBC Asset Management Inc3,258$316.7K0.00%+1,032+46.4%Added
AQR Capital Management LLC3,150$306.2K0.00%+178+6.0%Added
PDT Partners, LLC3,130$304.3K0.03%−500−13.8%Reduced
State of Wisconsin Investment Board3,121$303.4K0.00%−3,193−50.6%Reduced
Tower Research Capital LLC (TRC)3,058$297.3K0.01%+385+14.4%Added
CIBC World Markets Corp3,007$292.3K0.00%+3,007New
Hancock Whitney Corp2,980$289.7K0.01%−2,891−49.2%Reduced
Pensionmark Financial Group, LLC2,956$287.4K0.01%00.0%Unchanged
Arkadios Wealth Advisors2,932$285.1K0.02%+12+0.4%Added
Cerity Partners LLC2,403$268.4K0.00%−1,554−39.3%Reduced
Quantinno Capital Management LP2,760$268.3K0.00%+732+36.1%Added
Crossmark Global Holdings, Inc.2,660$259.0K0.00%−247−8.5%Reduced
Brinker Capital Investments, LLC2,590$251.8K0.00%−545−17.4%Reduced
Orion Portfolio Solutions, LLC2,590$251.8K0.00%−545−17.4%Reduced
LPL Financial LLC2,512$244.2K0.00%−5,157−67.2%Reduced
Neuberger Berman Group LLC2,437$236.9K0.00%+23+1.0%Added
Sage Mountain Advisors LLC2,380$231.4K0.02%+190+8.7%Added
Kovitz Investment Group Partners, LLC2,378$231.2K0.00%+2,378New
Ashton Thomas Private Wealth, LLC2,353$228.7K0.01%+2,353New
Xponance, Inc.2,308$224.4K0.00%+201+9.5%Added
Quadrant Capital Group LLC2,304$224.0K0.02%−161−6.5%Reduced
Worth Venture Partners, LLC2,250$218.7K2.16%00.0%Unchanged
Aster Capital Management (DIFC) Ltd2,175$211.4K0.08%+2,175New
Venturi Wealth Management, LLC2,091$203.3K0.01%+66+3.3%Added
JustInvest LLC2,074$201.6K0.00%−57−2.7%Reduced
Mackenzie Financial Corp2,063$200.5K0.00%−3,531−63.1%Reduced
Crewe Advisors LLC2,000$194.4K0.03%+600+42.9%Added
CIBC Private Wealth Group, LLC2,000$184.5K0.00%00.0%Unchanged
Quantbot Technologies LP1,828$177.7K0.01%+1,828New
KBC Group NV1,607$156.0K0.00%+404+33.6%Added
Signaturefd, LLC1,306$127.0K0.00%−99−7.0%Reduced
Advisor Group Holdings, Inc.1,109$107.8K0.00%+94+9.3%Added
STRS Ohio1,000$97.2K0.00%−500−33.3%Reduced
State of Wyoming990$96.2K0.01%+990New
CWM, LLC973$95.0K0.00%+16+1.7%Added
Asset Dedication, LLC961$93.4K0.01%00.0%Unchanged