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, Q1 2025
Institutional positions in Walker & Dunlop, Inc. as of Mar 31, 2025. 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
- 293
- +25 vs. Q4 2024
- Shares held
- 28.6M
- +501.3K (+1.8%) vs. Q4 2024
- Total value
- $2.44B
- −$292.0M (−10.7%) vs. Q4 2024
- New holders
- 50
- 100 more added
- Sold out
- 25
- 95 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $85 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $86 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $86 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 3 | $256 | 0.00% | +3 | New |
| IFP Advisors, Inc | 0 | $427 | 0.00% | −5−100.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $427 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $427 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $512 | 0.00% | −3−33.3% | Reduced |
| Global Financial Private Client, LLC | 6 | $512 | 0.00% | +4+200.0% | Added |
| Bell Investment Advisors, Inc | 6 | $513 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 31 | $598 | 0.00% | +24+342.9% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $598 | 0.00% | +1+16.7% | Added |
| Creative Financial Designs Inc | 7 | $598 | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 8 | $683 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $683 | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $683 | 0.00% | +8 | New |
| Stephens Consulting, LLC | 10 | $854 | 0.00% | +10 | New |
| Simplex Trading, LLC | 23 | $1.00K | 0.00% | +3+15.0% | Added |
| Tidemark, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $1.20K | 0.00% | −2−12.5% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $1.28K | 0.00% | −54−78.3% | Reduced |
| Clearstead Advisors, LLC | 17 | $1.43K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $1.54K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 23 | $1.96K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23 | $1.96K | 0.00% | +23 | New |
| Cullen/Frost Bankers, Inc. | 23 | $1.98K | 0.00% | +12+109.1% | Added |
| Hexagon Capital Partners LLC | 26 | $2.22K | 0.00% | −7−21.2% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $2.48K | 0.00% | +6+26.1% | Added |
| Mascoma Wealth Management LLC | 30 | $2.56K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 35 | $2.99K | 0.00% | −10−22.2% | Reduced |
| Rothschild Investment LLC | 35 | $2.99K | 0.00% | −5−12.5% | Reduced |
| Missouri Trust & Investment Co | 35 | $2.99K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 35 | $2.99K | 0.00% | +20+133.3% | Added |
| Vision Financial Markets LLC | 41 | $3.44K | 0.00% | +41 | New |
| Manchester Capital Management LLC | 42 | $3.59K | 0.00% | +35+500.0% | Added |
| Principal Securities, Inc. | 37 | $3.60K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 44 | $3.76K | 0.00% | +44 | New |
| Private Trust Co NA | 46 | $3.93K | 0.00% | +46 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $4.52K | 0.00% | −264−83.3% | Reduced |
| Parkside Financial Bank & Trust | 54 | $4.61K | 0.00% | +15+38.5% | Added |
| Stonebridge Financial Group, LLC | 70 | $5.97K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 74 | $6.32K | 0.00% | −164−68.9% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $6.40K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 78 | $7.00K | 0.00% | +2+2.6% | Added |
| Putney Financial Group LLC | 90 | $7.68K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 92 | $7.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $7.85K | 0.00% | +18+24.3% | Added |
| Farther Finance Advisors, LLC | 102 | $8.44K | 0.00% | +27+36.0% | Added |
| Toth Financial Advisory Corp | 100 | $8.54K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $9.47K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 113 | $9.65K | 0.00% | +54+91.5% | Added |
| Bessemer Group Inc | 121 | $10.0K | 0.00% | −8−6.2% | Reduced |
| Hemington Wealth Management | 122 | $10.0K | 0.00% | +10+8.9% | Added |
| Ronald Blue Trust, Inc. | 125 | $10.7K | 0.00% | +33+35.9% | Added |
| Main Street Group, LTD | 142 | $12.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 151 | $12.9K | 0.00% | +151 | New |
| Rise Advisors, LLC | 156 | $13.3K | 0.01% | −28−15.2% | Reduced |
| Jones Financial Companies LLLP | 165 | $13.9K | 0.00% | +57+52.8% | Added |
| Sterling Capital Management LLC | 176 | $15.0K | 0.00% | −130−42.5% | Reduced |
| SBI Securities Co., Ltd. | 186 | $15.9K | 0.00% | +39+26.5% | Added |
| Fifth Third Bancorp | 189 | $16.1K | 0.00% | +19+11.2% | Added |
| Umb Bank N A | 190 | $16.2K | 0.00% | +104+120.9% | Added |
| Allworth Financial LP | 222 | $17.0K | 0.00% | +20+9.9% | Added |
| Roble, Belko & Company, Inc | 199 | $17.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 209 | $17.8K | 0.00% | +209 | New |
| Nomura Asset Management Co Ltd | 260 | $22.2K | 0.00% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 282 | $24.0K | 0.01% | +282 | New |
| Huntington National Bank | 285 | $24.3K | 0.00% | +4+1.4% | Added |
| First Horizon Advisors, Inc. | 316 | $27.0K | 0.00% | +316 | New |
| Financial Management Professionals, Inc. | 378 | $32.3K | 0.00% | −534−58.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 379 | $32.4K | 0.02% | +379 | New |
| Versant Capital Management, Inc | 383 | $32.7K | 0.01% | +182+90.5% | Added |
| CWM, LLC | 411 | $35.0K | 0.00% | −562−57.8% | Reduced |
| Parallel Advisors, LLC | 444 | $37.9K | 0.00% | +244+122.0% | Added |
| Steward Partners Investment Advisory, LLC | 461 | $39.4K | 0.00% | +153+49.7% | Added |
| Coldstream Capital Management Inc | 549 | $46.9K | 0.00% | +549 | New |
| STRS Ohio | 600 | $51.2K | 0.00% | −400−40.0% | Reduced |
| Public Employees Retirement System of Ohio | 648 | $55.3K | 0.00% | +54+9.1% | Added |
| Smartleaf Asset Management LLC | 723 | $60.7K | 0.01% | −28−3.7% | Reduced |
| National Bank of Canada | 724 | $61.8K | 0.00% | +326+81.9% | Added |
| GAMMA Investing LLC | 764 | $65.2K | 0.00% | +158+26.1% | Added |
| Asset Dedication, LLC | 865 | $73.8K | 0.01% | −96−10.0% | Reduced |
| Signaturefd, LLC | 1,179 | $100.6K | 0.00% | −127−9.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,308 | $112.0K | 0.00% | +1,308 | New |
| Tower Research Capital LLC (TRC) | 1,571 | $134.1K | 0.00% | −1,487−48.6% | Reduced |
| KBC Group NV | 1,607 | $137.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,026 | $149.6K | 0.00% | +26+1.3% | Added |
| Crewe Advisors LLC | 2,000 | $170.7K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,353 | $200.9K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,369 | $202.2K | 0.01% | −611−20.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,382 | $203.4K | 0.00% | +1,273+114.8% | Added |
| Sage Mountain Advisors LLC | 2,386 | $203.7K | 0.02% | +6+0.3% | Added |
| ISAM Funds (UK) Ltd | 2,410 | $205.7K | 0.10% | +2,410 | New |
| Xponance, Inc. | 2,423 | $206.8K | 0.00% | +115+5.0% | Added |
| JustInvest LLC | 2,446 | $208.8K | 0.00% | +372+17.9% | Added |
| Neuberger Berman Group LLC | 2,508 | $214.1K | 0.00% | +71+2.9% | Added |
| Janney Montgomery Scott LLC | 2,560 | $219.0K | 0.00% | +2,560 | New |