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, Q3 2025
Institutional positions in Walker & Dunlop, Inc. as of Sep 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
- 283
- +2 vs. Q2 2025
- Shares held
- 28.6M
- +678.3K (+2.4%) vs. Q2 2025
- Total value
- $2.39B
- +$422.4M (+21.4%) vs. Q2 2025
- New holders
- 41
- 125 more added
- Sold out
- 39
- 81 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $84 | 0.00% | +1 | Added |
| SJS Investment Consulting Inc. | 3 | $251 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $251 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 3 | $251 | 0.00% | +2+200.0% | Added |
| Harbour Investments, Inc. | 5 | $418 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $426 | 0.00% | −4−44.4% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $502 | 0.00% | −2−25.0% | Reduced |
| Bell Investment Advisors, Inc | 6 | $502 | 0.00% | +6 | New |
| Montag A & Associates Inc | 7 | $586 | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 8 | $669 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 8 | $669 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 14 | $928 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $1.17K | 0.00% | +3+27.3% | Added |
| Abound Wealth Management | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $1.76K | 0.00% | −5−19.2% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 23 | $1.92K | 0.00% | +23 | New |
| Cullen/Frost Bankers, Inc. | 24 | $1.98K | 0.00% | +1+4.3% | Added |
| Mascoma Wealth Management LLC | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $3.18K | 0.00% | −1−2.6% | Reduced |
| Global Retirement Partners, LLC | 41 | $3.43K | 0.00% | +12+41.4% | Added |
| MAI Capital Management | 41 | $3.43K | 0.00% | −121−74.7% | Reduced |
| Vision Financial Markets LLC | 42 | $3.43K | 0.00% | +1+2.4% | Added |
| Hantz Financial Services, Inc. | 53 | $4.00K | 0.00% | +16+43.2% | Added |
| Caitong International Asset Management Co., Ltd | 49 | $4.10K | 0.00% | −66−57.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $4.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $5.02K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 62 | $5.16K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 68 | $5.69K | 0.00% | +13+23.6% | Added |
| Farther Finance Advisors, LLC | 70 | $5.85K | 0.00% | +12+20.7% | Added |
| GHP Investment Advisors, Inc. | 75 | $6.27K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 80 | $6.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $7.86K | 0.00% | +18+23.7% | Added |
| Private Trust Co NA | 94 | $7.86K | 0.00% | +33+54.1% | Added |
| Wealthspire Advisors, LLC | 96 | $8.03K | 0.00% | +96 | New |
| Root Financial Partners, LLC | 96 | $8.03K | 0.00% | +96 | New |
| Toth Financial Advisory Corp | 100 | $8.36K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $8.36K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 118 | $9.90K | 0.00% | +118 | New |
| Larson Financial Group LLC | 119 | $9.91K | 0.00% | +104+693.3% | Added |
| Hemington Wealth Management | 128 | $10.0K | 0.00% | +22+20.8% | Added |
| Principal Securities, Inc. | 121 | $10.1K | 0.00% | +70+137.3% | Added |
| Ronald Blue Trust, Inc. | 125 | $10.5K | 0.00% | −31−19.9% | Reduced |
| SBI Securities Co., Ltd. | 128 | $10.7K | 0.00% | +1+0.8% | Added |
| Optiver Holding B.V. | 138 | $11.5K | 0.00% | +138 | New |
| N.E.W. Advisory Services LLC | 139 | $11.7K | 0.00% | −12−7.9% | Reduced |
| Main Street Group, LTD | 142 | $11.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 145 | $12.2K | 0.00% | +145 | New |
| Rise Advisors, LLC | 159 | $13.3K | 0.00% | +1+0.6% | Added |
| Jones Financial Companies LLLP | 164 | $13.7K | 0.00% | +8+5.1% | Added |
| Covestor Ltd | 161 | $14.0K | 0.01% | +78+94.0% | Added |
| Quarry LP | 171 | $14.3K | 0.00% | −930−84.5% | Reduced |
| Fifth Third Bancorp | 192 | $16.1K | 0.00% | +27+16.4% | Added |
| Colonial Trust Advisors | 200 | $16.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 203 | $17.0K | 0.00% | +17+9.1% | Added |
| Roble, Belko & Company, Inc | 199 | $17.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 218 | $18.2K | 0.00% | +218 | New |
| State of Wyoming | 225 | $18.8K | 0.00% | +5+2.3% | Added |
| Umb Bank N A | 254 | $21.2K | 0.00% | +51+25.1% | Added |
| Nomura Asset Management Co Ltd | 260 | $21.7K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 266 | $22.2K | 0.01% | +266 | New |
| Steward Partners Investment Advisory, LLC | 294 | $24.6K | 0.00% | −162−35.5% | Reduced |
| Parallel Advisors, LLC | 394 | $33.0K | 0.00% | +68+20.9% | Added |
| GAMMA Investing LLC | 479 | $40.1K | 0.00% | +190+65.7% | Added |
| Allworth Financial LP | 510 | $42.6K | 0.00% | +31+6.5% | Added |
| Huntington National Bank | 585 | $48.9K | 0.00% | +194+49.6% | Added |
| Smartleaf Asset Management LLC | 633 | $52.6K | 0.00% | +24+3.9% | Added |
| National Bank of Canada | 677 | $56.6K | 0.00% | −129−16.0% | Reduced |
| Public Employees Retirement System of Ohio | 716 | $59.9K | 0.00% | +31+4.5% | Added |
| Versant Capital Management, Inc | 837 | $70.0K | 0.01% | +45+5.7% | Added |
| Asset Dedication, LLC | 865 | $72.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 900 | $75.3K | 0.00% | +116+14.8% | Added |
| Tower Research Capital LLC (TRC) | 1,048 | $87.6K | 0.00% | −3,399−76.4% | Reduced |
| KBC Group NV | 1,136 | $95.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,327 | $111.0K | 0.00% | −2,895−68.6% | Reduced |
| CWM, LLC | 1,338 | $112.0K | 0.00% | +968+261.6% | Added |
| Bessemer Group Inc | 1,468 | $123.0K | 0.00% | +1,297+758.5% | Added |
| ISAM Funds (UK) Ltd | 1,660 | $138.8K | 0.03% | +1,660 | New |
| Crewe Advisors LLC | 2,000 | $167.2K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,103 | $175.9K | 0.01% | +2,103 | New |
| Sterling Capital Management LLC | 2,284 | $191.0K | 0.00% | +1,393+156.3% | Added |
| Advisor Group Holdings, Inc. | 2,431 | $204.4K | 0.00% | +62+2.6% | Added |
| O'Shaughnessy Asset Management, LLC | 2,534 | $211.9K | 0.00% | +2,534 | New |
| Baird Financial Group, Inc. | 2,546 | $212.9K | 0.00% | +2,546 | New |
| Guerra Pan Advisors, LLC | 2,549 | $213.1K | 0.13% | +2,549 | New |
| Ashton Thomas Private Wealth, LLC | 2,568 | $214.7K | 0.01% | +2,568 | New |
| Xponance, Inc. | 2,590 | $216.6K | 0.00% | +2,590 | New |
| Pitcairn Co | 2,598 | $217.2K | 0.02% | −448−14.7% | Reduced |
| Profund Advisors LLC | 2,735 | $228.7K | 0.01% | −247−8.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,756 | $230.5K | 0.01% | −606−18.0% | Reduced |
| HRT Financial LP | 2,859 | $239.0K | 0.00% | +2,859 | New |
| Janney Montgomery Scott LLC | 2,930 | $245.0K | 0.00% | +22+0.8% | Added |
| Pensionmark Financial Group, LLC | 2,956 | $247.2K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,968 | $248.2K | 0.01% | +55+1.9% | Added |