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, Q2 2025
Institutional positions in Walker & Dunlop, Inc. as of Jun 30, 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
- 285
- −6 vs. Q1 2025
- Shares held
- 28.4M
- −263.6K (−0.9%) vs. Q1 2025
- Total value
- $2.00B
- −$439.9M (−18.0%) vs. Q1 2025
- New holders
- 42
- 117 more added
- Sold out
- 48
- 87 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $71 | 0.00% | −7−87.5% | Reduced |
| Rialto Wealth Management, LLC | 1 | $71 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 3 | $211 | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 3 | $212 | 0.00% | −2−40.0% | Reduced |
| WealthTrak Capital Management LLC | 5 | $353 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 7 | $493 | 0.00% | −24−77.4% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $564 | 0.00% | −21−72.4% | Reduced |
| Private Wealth Management Group, LLC | 8 | $564 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $635 | 0.00% | +2+28.6% | Added |
| Geneos Wealth Management Inc. | 11 | $775 | 0.00% | +11 | New |
| Fortitude Family Office, LLC | 11 | $775 | 0.00% | +11 | New |
| Tidemark, LLC | 12 | $866 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $991 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $1.06K | 0.00% | +10+200.0% | Added |
| Hughes Financial Services, LLC | 14 | $1.06K | 0.00% | +14 | New |
| IFP Advisors, Inc | 0 | $1.27K | 0.00% | 0 | Unchanged |
| Beacon Capital Management, LLC | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $1.27K | 0.00% | +18 | New |
| Atlantic Trust, LLC | 19 | $1.34K | 0.00% | +19 | New |
| Kestra Investment Management, LLC | 21 | $1.48K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 23 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $1.83K | 0.00% | +20+333.3% | Added |
| Global Retirement Partners, LLC | 29 | $2.04K | 0.00% | +29 | New |
| Mascoma Wealth Management LLC | 30 | $2.11K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 39 | $2.75K | 0.00% | +21+116.7% | Added |
| Vision Financial Markets LLC | 41 | $2.87K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 42 | $2.96K | 0.00% | −167−79.9% | Reduced |
| Hantz Financial Services, Inc. | 37 | $3.00K | 0.00% | +37 | New |
| Principal Securities, Inc. | 51 | $3.59K | 0.00% | +14+37.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $3.73K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $3.88K | 0.00% | +20+57.1% | Added |
| Farther Finance Advisors, LLC | 58 | $4.09K | 0.00% | −44−43.1% | Reduced |
| Parkside Financial Bank & Trust | 60 | $4.23K | 0.00% | +6+11.1% | Added |
| Private Trust Co NA | 61 | $4.30K | 0.00% | +15+32.6% | Added |
| CIBC Private Wealth Group, LLC | 62 | $4.35K | 0.00% | −1,964−96.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 63 | $5.25K | 0.00% | +63 | New |
| GHP Investment Advisors, Inc. | 75 | $5.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76 | $5.36K | 0.00% | +41+117.1% | Added |
| Westside Investment Management, Inc. | 80 | $5.79K | 0.00% | +80 | New |
| Covestor Ltd | 83 | $6.00K | 0.00% | +5+6.4% | Added |
| Hemington Wealth Management | 106 | $7.00K | 0.00% | −16−13.1% | Reduced |
| Toth Financial Advisory Corp | 100 | $7.05K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $7.05K | 0.00% | +100 | New |
| Caitong International Asset Management Co., Ltd | 115 | $8.11K | 0.01% | −264−69.7% | Reduced |
| SBI Securities Co., Ltd. | 127 | $8.95K | 0.00% | −59−31.7% | Reduced |
| Main Street Group, LTD | 142 | $9.99K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 151 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 156 | $11.0K | 0.00% | +31+24.8% | Added |
| Jones Financial Companies LLLP | 156 | $11.0K | 0.00% | −9−5.5% | Reduced |
| Rise Advisors, LLC | 158 | $11.1K | 0.00% | +2+1.3% | Added |
| MAI Capital Management | 162 | $11.4K | 0.00% | +162 | New |
| Fifth Third Bancorp | 165 | $11.6K | 0.00% | −24−12.7% | Reduced |
| Bessemer Group Inc | 171 | $12.0K | 0.00% | +50+41.3% | Added |
| EverSource Wealth Advisors, LLC | 186 | $13.1K | 0.00% | +94+102.2% | Added |
| Roble, Belko & Company, Inc | 199 | $14.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 203 | $14.3K | 0.00% | +13+6.8% | Added |
| State of Wyoming | 220 | $15.5K | 0.00% | +220 | New |
| Nomura Asset Management Co Ltd | 260 | $18.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 289 | $20.4K | 0.00% | −475−62.2% | Reduced |
| Parallel Advisors, LLC | 326 | $23.0K | 0.00% | −118−26.6% | Reduced |
| CWM, LLC | 370 | $26.0K | 0.00% | −41−10.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 364 | $26.0K | 0.00% | +364 | New |
| Huntington National Bank | 391 | $27.6K | 0.00% | +106+37.2% | Added |
| First Horizon Advisors, Inc. | 424 | $29.9K | 0.00% | +108+34.2% | Added |
| Steward Partners Investment Advisory, LLC | 456 | $32.1K | 0.00% | −5−1.1% | Reduced |
| Allworth Financial LP | 479 | $33.7K | 0.00% | +257+115.8% | Added |
| Smartleaf Asset Management LLC | 609 | $43.0K | 0.00% | −114−15.8% | Reduced |
| Public Employees Retirement System of Ohio | 685 | $48.3K | 0.00% | +37+5.7% | Added |
| Signaturefd, LLC | 784 | $55.2K | 0.00% | −395−33.5% | Reduced |
| Versant Capital Management, Inc | 792 | $55.8K | 0.01% | +409+106.8% | Added |
| National Bank of Canada | 806 | $56.8K | 0.00% | +82+11.3% | Added |
| Asset Dedication, LLC | 865 | $61.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 891 | $62.8K | 0.00% | +715+406.3% | Added |
| PEAK6 LLC | 1,048 | $73.9K | 0.00% | +1,048 | New |
| Quarry LP | 1,101 | $77.6K | 0.02% | +1,027+1,387.8% | Added |
| KBC Group NV | 1,136 | $80.0K | 0.00% | −471−29.3% | Reduced |
| Crewe Advisors LLC | 2,000 | $141.0K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,173 | $153.2K | 0.01% | +2,173 | New |
| Advisor Group Holdings, Inc. | 2,369 | $167.1K | 0.00% | −13−0.5% | Reduced |
| JustInvest LLC | 2,905 | $204.7K | 0.00% | +459+18.8% | Added |
| Janney Montgomery Scott LLC | 2,908 | $205.0K | 0.00% | +348+13.6% | Added |
| Arkadios Wealth Advisors | 2,913 | $205.3K | 0.01% | +29+1.0% | Added |
| Pensionmark Financial Group, LLC | 2,956 | $208.3K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 2,962 | $208.8K | 0.30% | +2,962 | New |
| Profund Advisors LLC | 2,982 | $210.2K | 0.01% | +183+6.5% | Added |
| Pitcairn Co | 3,046 | $214.7K | 0.01% | −480−13.6% | Reduced |
| CIBC Asset Management Inc | 3,156 | $222.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,260 | $230.0K | 0.03% | −650−16.6% | Reduced |
| XTX Topco Ltd | 3,343 | $235.6K | 0.01% | −11,371−77.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,362 | $237.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,364 | $237.1K | 0.00% | +856+34.1% | Added |
| AQR Capital Management LLC | 3,387 | $238.7K | 0.00% | −315−8.5% | Reduced |
| Versor Investments LP | 3,415 | $240.7K | 0.04% | −944−21.7% | Reduced |
| Man Group plc | 3,476 | $245.0K | 0.00% | −42,832−92.5% | Reduced |
| Axq Capital, LP | 3,529 | $248.7K | 0.08% | +3,529 | New |