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 |
|---|---|---|---|---|---|
| JustInvest LLC | 2,905 | $204.7K | 0.00% | +459+18.8% | Added |
| Advisor Group Holdings, Inc. | 2,369 | $167.1K | 0.00% | −13−0.5% | Reduced |
| Point72 (DIFC) Ltd | 2,173 | $153.2K | 0.01% | +2,173 | New |
| Crewe Advisors LLC | 2,000 | $141.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,136 | $80.0K | 0.00% | −471−29.3% | Reduced |
| Quarry LP | 1,101 | $77.6K | 0.02% | +1,027+1,387.8% | Added |
| PEAK6 LLC | 1,048 | $73.9K | 0.00% | +1,048 | New |
| Sterling Capital Management LLC | 891 | $62.8K | 0.00% | +715+406.3% | Added |
| Asset Dedication, LLC | 865 | $61.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 806 | $56.8K | 0.00% | +82+11.3% | Added |
| Versant Capital Management, Inc | 792 | $55.8K | 0.01% | +409+106.8% | Added |
| Signaturefd, LLC | 784 | $55.2K | 0.00% | −395−33.5% | Reduced |
| Public Employees Retirement System of Ohio | 685 | $48.3K | 0.00% | +37+5.7% | Added |
| Smartleaf Asset Management LLC | 609 | $43.0K | 0.00% | −114−15.8% | Reduced |
| Allworth Financial LP | 479 | $33.7K | 0.00% | +257+115.8% | Added |
| Steward Partners Investment Advisory, LLC | 456 | $32.1K | 0.00% | −5−1.1% | Reduced |
| First Horizon Advisors, Inc. | 424 | $29.9K | 0.00% | +108+34.2% | Added |
| Huntington National Bank | 391 | $27.6K | 0.00% | +106+37.2% | Added |
| 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 |
| Parallel Advisors, LLC | 326 | $23.0K | 0.00% | −118−26.6% | Reduced |
| GAMMA Investing LLC | 289 | $20.4K | 0.00% | −475−62.2% | Reduced |
| Nomura Asset Management Co Ltd | 260 | $18.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 220 | $15.5K | 0.00% | +220 | New |
| Umb Bank N A | 203 | $14.3K | 0.00% | +13+6.8% | Added |
| Colonial Trust Advisors | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 199 | $14.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 186 | $13.1K | 0.00% | +94+102.2% | Added |
| Bessemer Group Inc | 171 | $12.0K | 0.00% | +50+41.3% | Added |
| Fifth Third Bancorp | 165 | $11.6K | 0.00% | −24−12.7% | Reduced |
| MAI Capital Management | 162 | $11.4K | 0.00% | +162 | New |
| Rise Advisors, LLC | 158 | $11.1K | 0.00% | +2+1.3% | Added |
| Jones Financial Companies LLLP | 156 | $11.0K | 0.00% | −9−5.5% | Reduced |
| Ronald Blue Trust, Inc. | 156 | $11.0K | 0.00% | +31+24.8% | Added |
| N.E.W. Advisory Services LLC | 151 | $10.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 142 | $9.99K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 127 | $8.95K | 0.00% | −59−31.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 115 | $8.11K | 0.01% | −264−69.7% | Reduced |
| Toth Financial Advisory Corp | 100 | $7.05K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $7.05K | 0.00% | +100 | New |
| Hemington Wealth Management | 106 | $7.00K | 0.00% | −16−13.1% | Reduced |
| Covestor Ltd | 83 | $6.00K | 0.00% | +5+6.4% | Added |
| Westside Investment Management, Inc. | 80 | $5.79K | 0.00% | +80 | New |
| Massmutual Trust Co FSB | 76 | $5.36K | 0.00% | +41+117.1% | Added |
| GHP Investment Advisors, Inc. | 75 | $5.29K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 63 | $5.25K | 0.00% | +63 | New |
| CIBC Private Wealth Group, LLC | 62 | $4.35K | 0.00% | −1,964−96.9% | Reduced |
| Private Trust Co NA | 61 | $4.30K | 0.00% | +15+32.6% | Added |
| Parkside Financial Bank & Trust | 60 | $4.23K | 0.00% | +6+11.1% | Added |
| Farther Finance Advisors, LLC | 58 | $4.09K | 0.00% | −44−43.1% | Reduced |
| Rothschild Investment LLC | 55 | $3.88K | 0.00% | +20+57.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $3.73K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 51 | $3.59K | 0.00% | +14+37.8% | Added |
| Hantz Financial Services, Inc. | 37 | $3.00K | 0.00% | +37 | New |
| Skopos Labs, Inc. | 42 | $2.96K | 0.00% | −167−79.9% | Reduced |
| Vision Financial Markets LLC | 41 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 39 | $2.75K | 0.00% | +21+116.7% | Added |
| Missouri Trust & Investment Co | 35 | $2.47K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $2.11K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $2.04K | 0.00% | +29 | New |
| Assetmark, Inc | 26 | $1.83K | 0.00% | +20+333.3% | Added |
| Cullen/Frost Bankers, Inc. | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $1.62K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 21 | $1.48K | 0.00% | +21 | New |
| Atlantic Trust, LLC | 19 | $1.34K | 0.00% | +19 | New |
| Beacon Capital Management, LLC | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $1.27K | 0.00% | +18 | New |
| IFP Advisors, Inc | 0 | $1.27K | 0.00% | 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 |
| Abound Wealth Management | 14 | $991 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 12 | $866 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $775 | 0.00% | +11 | New |
| Fortitude Family Office, LLC | 11 | $775 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $635 | 0.00% | +2+28.6% | Added |
| JFS Wealth Advisors, LLC | 8 | $564 | 0.00% | −21−72.4% | Reduced |
| Private Wealth Management Group, LLC | 8 | $564 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $493 | 0.00% | −24−77.4% | Reduced |
| WealthTrak Capital Management LLC | 5 | $353 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $212 | 0.00% | −2−40.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $211 | 0.00% | +2+200.0% | Added |
| True Wealth Design, LLC | 1 | $71 | 0.00% | −7−87.5% | Reduced |
| Rialto Wealth Management, LLC | 1 | $71 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −253,435−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −175,144−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −135,080−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −110,750−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −49,817−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −36,218−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −16,781−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −15,535−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,587−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −12,237−100.0% | Sold out |
| Spinnaker Investment Group, LLC | 0 | $0 | 0.00% | −11,379−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −7,838−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |