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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1,468 | $123.0K | 0.00% | +1,297+758.5% | Added |
| CWM, LLC | 1,338 | $112.0K | 0.00% | +968+261.6% | Added |
| Nisa Investment Advisors, LLC | 1,327 | $111.0K | 0.00% | −2,895−68.6% | Reduced |
| KBC Group NV | 1,136 | $95.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,048 | $87.6K | 0.00% | −3,399−76.4% | Reduced |
| Signaturefd, LLC | 900 | $75.3K | 0.00% | +116+14.8% | Added |
| Asset Dedication, LLC | 865 | $72.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 837 | $70.0K | 0.01% | +45+5.7% | Added |
| Public Employees Retirement System of Ohio | 716 | $59.9K | 0.00% | +31+4.5% | Added |
| National Bank of Canada | 677 | $56.6K | 0.00% | −129−16.0% | Reduced |
| Smartleaf Asset Management LLC | 633 | $52.6K | 0.00% | +24+3.9% | Added |
| Huntington National Bank | 585 | $48.9K | 0.00% | +194+49.6% | Added |
| Allworth Financial LP | 510 | $42.6K | 0.00% | +31+6.5% | Added |
| GAMMA Investing LLC | 479 | $40.1K | 0.00% | +190+65.7% | Added |
| Parallel Advisors, LLC | 394 | $33.0K | 0.00% | +68+20.9% | Added |
| Steward Partners Investment Advisory, LLC | 294 | $24.6K | 0.00% | −162−35.5% | Reduced |
| Strategic Advocates LLC | 266 | $22.2K | 0.01% | +266 | New |
| Nomura Asset Management Co Ltd | 260 | $21.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 254 | $21.2K | 0.00% | +51+25.1% | Added |
| State of Wyoming | 225 | $18.8K | 0.00% | +5+2.3% | Added |
| SRS Capital Advisors, Inc. | 218 | $18.2K | 0.00% | +218 | New |
| Roble, Belko & Company, Inc | 199 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 203 | $17.0K | 0.00% | +17+9.1% | Added |
| Colonial Trust Advisors | 200 | $16.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 192 | $16.1K | 0.00% | +27+16.4% | Added |
| Quarry LP | 171 | $14.3K | 0.00% | −930−84.5% | Reduced |
| Covestor Ltd | 161 | $14.0K | 0.01% | +78+94.0% | Added |
| Jones Financial Companies LLLP | 164 | $13.7K | 0.00% | +8+5.1% | Added |
| Rise Advisors, LLC | 159 | $13.3K | 0.00% | +1+0.6% | Added |
| Salomon & Ludwin, LLC | 145 | $12.2K | 0.00% | +145 | New |
| Main Street Group, LTD | 142 | $11.9K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 139 | $11.7K | 0.00% | −12−7.9% | Reduced |
| Optiver Holding B.V. | 138 | $11.5K | 0.00% | +138 | New |
| SBI Securities Co., Ltd. | 128 | $10.7K | 0.00% | +1+0.8% | Added |
| Ronald Blue Trust, Inc. | 125 | $10.5K | 0.00% | −31−19.9% | Reduced |
| Principal Securities, Inc. | 121 | $10.1K | 0.00% | +70+137.3% | Added |
| Hemington Wealth Management | 128 | $10.0K | 0.00% | +22+20.8% | Added |
| Larson Financial Group LLC | 119 | $9.91K | 0.00% | +104+693.3% | Added |
| Point72 Europe (London) LLP | 118 | $9.90K | 0.00% | +118 | 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 |
| Wealthspire Advisors, LLC | 96 | $8.03K | 0.00% | +96 | New |
| Root Financial Partners, LLC | 96 | $8.03K | 0.00% | +96 | New |
| 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 |
| Westside Investment Management, Inc. | 80 | $6.76K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $6.27K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 70 | $5.85K | 0.00% | +12+20.7% | Added |
| Rothschild Investment LLC | 68 | $5.69K | 0.00% | +13+23.6% | Added |
| CIBC Private Wealth Group, LLC | 62 | $5.16K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $5.02K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $4.43K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 49 | $4.10K | 0.00% | −66−57.4% | Reduced |
| Hantz Financial Services, Inc. | 53 | $4.00K | 0.00% | +16+43.2% | Added |
| Vision Financial Markets LLC | 42 | $3.43K | 0.00% | +1+2.4% | Added |
| MAI Capital Management | 41 | $3.43K | 0.00% | −121−74.7% | Reduced |
| Global Retirement Partners, LLC | 41 | $3.43K | 0.00% | +12+41.4% | Added |
| Bare Financial Services, Inc | 38 | $3.18K | 0.00% | −1−2.6% | Reduced |
| Missouri Trust & Investment Co | 35 | $2.93K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $1.98K | 0.00% | +1+4.3% | Added |
| Farmers & Merchants Investments Inc | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 23 | $1.92K | 0.00% | +23 | New |
| Assetmark, Inc | 21 | $1.76K | 0.00% | −5−19.2% | Reduced |
| Atlantic Trust, LLC | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $1.17K | 0.00% | +3+27.3% | Added |
| Tidemark, LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $928 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $669 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 8 | $669 | 0.00% | +8 | New |
| Montag A & Associates Inc | 7 | $586 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 6 | $502 | 0.00% | −2−25.0% | Reduced |
| Bell Investment Advisors, Inc | 6 | $502 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $426 | 0.00% | −4−44.4% | Reduced |
| Harbour Investments, Inc. | 5 | $418 | 0.00% | +5 | New |
| 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 |
| IFP Advisors, Inc | 1 | $84 | 0.00% | +1 | Added |
| Bay Harbor Wealth Management, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −92,642−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −69,271−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −60,813−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −59,855−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50,594−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −42,965−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −40,740−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −35,481−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −29,159−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −28,077−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,774−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,865−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,559−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,418−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −7,569−100.0% | Sold out |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,752−100.0% | Sold out |