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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 2,369 | $202.2K | 0.01% | −611−20.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,353 | $200.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,000 | $170.7K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,026 | $149.6K | 0.00% | +26+1.3% | Added |
| KBC Group NV | 1,607 | $137.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,571 | $134.1K | 0.00% | −1,487−48.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,308 | $112.0K | 0.00% | +1,308 | New |
| Signaturefd, LLC | 1,179 | $100.6K | 0.00% | −127−9.7% | Reduced |
| Asset Dedication, LLC | 865 | $73.8K | 0.01% | −96−10.0% | Reduced |
| GAMMA Investing LLC | 764 | $65.2K | 0.00% | +158+26.1% | Added |
| National Bank of Canada | 724 | $61.8K | 0.00% | +326+81.9% | Added |
| Smartleaf Asset Management LLC | 723 | $60.7K | 0.01% | −28−3.7% | Reduced |
| Public Employees Retirement System of Ohio | 648 | $55.3K | 0.00% | +54+9.1% | Added |
| STRS Ohio | 600 | $51.2K | 0.00% | −400−40.0% | Reduced |
| Coldstream Capital Management Inc | 549 | $46.9K | 0.00% | +549 | New |
| Steward Partners Investment Advisory, LLC | 461 | $39.4K | 0.00% | +153+49.7% | Added |
| Parallel Advisors, LLC | 444 | $37.9K | 0.00% | +244+122.0% | Added |
| CWM, LLC | 411 | $35.0K | 0.00% | −562−57.8% | Reduced |
| Versant Capital Management, Inc | 383 | $32.7K | 0.01% | +182+90.5% | Added |
| Caitong International Asset Management Co., Ltd | 379 | $32.4K | 0.02% | +379 | New |
| Financial Management Professionals, Inc. | 378 | $32.3K | 0.00% | −534−58.6% | Reduced |
| First Horizon Advisors, Inc. | 316 | $27.0K | 0.00% | +316 | New |
| Huntington National Bank | 285 | $24.3K | 0.00% | +4+1.4% | Added |
| von Borstel & Associates, Inc. | 282 | $24.0K | 0.01% | +282 | New |
| Nomura Asset Management Co Ltd | 260 | $22.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 209 | $17.8K | 0.00% | +209 | New |
| Colonial Trust Advisors | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 199 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 222 | $17.0K | 0.00% | +20+9.9% | Added |
| Umb Bank N A | 190 | $16.2K | 0.00% | +104+120.9% | Added |
| Fifth Third Bancorp | 189 | $16.1K | 0.00% | +19+11.2% | Added |
| SBI Securities Co., Ltd. | 186 | $15.9K | 0.00% | +39+26.5% | Added |
| Sterling Capital Management LLC | 176 | $15.0K | 0.00% | −130−42.5% | Reduced |
| Jones Financial Companies LLLP | 165 | $13.9K | 0.00% | +57+52.8% | Added |
| Rise Advisors, LLC | 156 | $13.3K | 0.01% | −28−15.2% | Reduced |
| N.E.W. Advisory Services LLC | 151 | $12.9K | 0.00% | +151 | New |
| Main Street Group, LTD | 142 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 125 | $10.7K | 0.00% | +33+35.9% | 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 |
| Lindbrook Capital, LLC | 113 | $9.65K | 0.00% | +54+91.5% | Added |
| Bokf, NA | 111 | $9.47K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $8.54K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $8.44K | 0.00% | +27+36.0% | Added |
| Continuum Advisory, LLC | 92 | $7.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $7.85K | 0.00% | +18+24.3% | Added |
| Putney Financial Group LLC | 90 | $7.68K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 78 | $7.00K | 0.00% | +2+2.6% | Added |
| GHP Investment Advisors, Inc. | 75 | $6.40K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 74 | $6.32K | 0.00% | −164−68.9% | Reduced |
| Stonebridge Financial Group, LLC | 70 | $5.97K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $4.61K | 0.00% | +15+38.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $4.52K | 0.00% | −264−83.3% | Reduced |
| Private Trust Co NA | 46 | $3.93K | 0.00% | +46 | New |
| Boston Private Wealth LLC | 44 | $3.76K | 0.00% | +44 | New |
| Principal Securities, Inc. | 37 | $3.60K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $3.59K | 0.00% | +35+500.0% | Added |
| Vision Financial Markets LLC | 41 | $3.44K | 0.00% | +41 | 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 |
| Mascoma Wealth Management LLC | 30 | $2.56K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 29 | $2.48K | 0.00% | +6+26.1% | Added |
| Hexagon Capital Partners LLC | 26 | $2.22K | 0.00% | −7−21.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 23 | $1.98K | 0.00% | +12+109.1% | Added |
| Farmers & Merchants Investments Inc | 23 | $1.96K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23 | $1.96K | 0.00% | +23 | New |
| Beacon Capital Management, LLC | 18 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $1.54K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 17 | $1.43K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $1.28K | 0.00% | −54−78.3% | Reduced |
| Abound Wealth Management | 14 | $1.20K | 0.00% | −2−12.5% | Reduced |
| Tidemark, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 23 | $1.00K | 0.00% | +3+15.0% | Added |
| Stephens Consulting, LLC | 10 | $854 | 0.00% | +10 | 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 |
| 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 |
| Bell Investment Advisors, Inc | 6 | $513 | 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 |
| 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 |
| CoreCap Advisors, LLC | 3 | $256 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $86 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $86 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $85 | 0.00% | +1 | New |
| Castleark Management LLC | 0 | $0 | 0.00% | −58,690−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −39,023−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −35,105−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −18,148−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,552−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,766−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,808−100.0% | Sold out |