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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 912 | $88.7K | 0.01% | −5−0.5% | Reduced |
| Eukles Asset Management | 835 | $81.2K | 0.03% | −60−6.7% | Reduced |
| Smartleaf Asset Management LLC | 751 | $71.9K | 0.01% | +524+230.8% | Added |
| GAMMA Investing LLC | 606 | $58.9K | 0.01% | −48−7.3% | Reduced |
| Public Employees Retirement System of Ohio | 594 | $57.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 556 | $54.0K | 0.00% | −7−1.2% | Reduced |
| National Bank of Canada | 398 | $38.7K | 0.00% | +7+1.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 317 | $30.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 308 | $29.9K | 0.00% | −13−4.0% | Reduced |
| Sterling Capital Management LLC | 306 | $29.7K | 0.00% | +251+456.4% | Added |
| Huntington National Bank | 281 | $27.3K | 0.00% | +6+2.2% | Added |
| Nomura Asset Management Co Ltd | 260 | $25.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 238 | $23.1K | 0.00% | +238 | New |
| Versant Capital Management, Inc | 201 | $19.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $19.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 202 | $19.2K | 0.00% | +55+37.4% | Added |
| Roble, Belko & Company, Inc | 199 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 184 | $17.9K | 0.01% | +1+0.5% | Added |
| Fifth Third Bancorp | 170 | $16.5K | 0.00% | −13−7.1% | Reduced |
| R Squared Ltd | 150 | $14.6K | 0.01% | +150 | New |
| SBI Securities Co., Ltd. | 147 | $14.3K | 0.00% | +147 | New |
| Main Street Group, LTD | 142 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 129 | $13.0K | 0.00% | +42+48.3% | Added |
| Jones Financial Companies LLLP | 108 | $10.5K | 0.00% | +25+30.1% | Added |
| Hemington Wealth Management | 112 | $10.0K | 0.00% | +10+9.8% | Added |
| Toth Financial Advisory Corp | 100 | $9.72K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $9.70K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 92 | $8.94K | 0.00% | −243−72.5% | Reduced |
| Continuum Advisory, LLC | 92 | $8.94K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 90 | $8.75K | 0.01% | +90 | New |
| Umb Bank N A | 86 | $8.36K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 74 | $7.19K | 0.00% | −136−64.8% | Reduced |
| Covestor Ltd | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 70 | $6.80K | 0.00% | +70 | New |
| SRS Capital Advisors, Inc. | 69 | $6.71K | 0.00% | +12+21.1% | Added |
| Lindbrook Capital, LLC | 59 | $5.74K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 45 | $4.37K | 0.00% | −10−18.2% | Reduced |
| Rothschild Investment LLC | 40 | $3.89K | 0.00% | +10+33.3% | Added |
| Parkside Financial Bank & Trust | 39 | $3.79K | 0.00% | +6+18.2% | Added |
| Principal Securities, Inc. | 37 | $3.60K | 0.00% | +19+105.6% | Added |
| High Note Wealth, LLC | 37 | $3.60K | 0.00% | +37 | New |
| Missouri Trust & Investment Co | 35 | $3.40K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 33 | $3.21K | 0.00% | +19+135.7% | Added |
| 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 |
| Beacon Capital Management, LLC | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tidemark, LLC | 12 | $1.17K | 0.00% | +12 | New |
| Cullen/Frost Bankers, Inc. | 11 | $1.08K | 0.00% | +11 | New |
| Simplex Trading, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Assetmark, Inc | 9 | $875 | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 8 | $778 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $681 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $680 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 6 | $584 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $584 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $583 | 0.00% | −24−80.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $487 | 0.00% | −2−28.6% | Reduced |
| Larson Financial Group LLC | 5 | $486 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $194 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $97 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 0 | $12 | 0.00% | 0 | New |
| Voss Capital, LLC | 0 | $0 | 0.00% | −93,670−100.0% | Sold out |
| Harspring Capital Management, LLC | 0 | $0 | 0.00% | −41,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,650−100.0% | Sold out |
| Masterton Capital Management, LP | 0 | $0 | 0.00% | −24,700−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −22,598−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,081−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −21,014−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −18,341−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,744−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −13,805−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −12,263−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,421−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −8,320−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,213−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,624−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,189−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,362−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,781−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,631−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −316−100.0% | Sold out |