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, Q4 2025
Institutional positions in Walker & Dunlop, Inc. as of Dec 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
- 279
- +1 vs. Q3 2025
- Shares held
- 28.2M
- −372.9K (−1.3%) vs. Q3 2025
- Total value
- $1.70B
- −$693.7M (−29.0%) vs. Q3 2025
- New holders
- 46
- 101 more added
- Sold out
- 45
- 104 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Walker & Dunlop, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2 | $0 | 0.00% | −1,466−99.9% | Reduced |
| Torren Management, LLC | 0 | $12 | 0.00% | 0 | New |
| Dunhill Financial, LLC | 1 | $55 | 0.00% | +1 | New |
| Assetmark, Inc | 2 | $120 | 0.00% | −19−90.5% | Reduced |
| HFM Investment Advisors, LLC | 2 | $121 | 0.00% | −1−33.3% | Reduced |
| Gilpin Wealth Management, LLC | 2 | $121 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $181 | 0.00% | −2−40.0% | Reduced |
| Ankerstar Wealth, LLC | 5 | $301 | 0.00% | +5 | New |
| Strategic Advocates LLC | 7 | $426 | 0.00% | −259−97.4% | Reduced |
| Fortitude Family Office, LLC | 8 | $481 | 0.00% | −6−42.9% | Reduced |
| Bell Investment Advisors, Inc | 8 | $482 | 0.00% | +2+33.3% | Added |
| MAI Capital Management | 12 | $722 | 0.00% | −29−70.7% | Reduced |
| Tidemark, LLC | 13 | $753 | 0.00% | +1+8.3% | Added |
| Abound Wealth Management | 14 | $846 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $963 | 0.00% | +10+166.7% | Added |
| Private Wealth Management Group, LLC | 17 | $1.02K | 0.00% | +9+112.5% | Added |
| IFP Advisors, Inc | 22 | $1.32K | 0.00% | +21+2,100.0% | Added |
| Bare Financial Services, Inc | 23 | $1.38K | 0.00% | −15−39.5% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 23 | $1.38K | 0.00% | +23 | New |
| Golden State Wealth Management, LLC | 28 | $1.68K | 0.00% | +28 | New |
| True Wealth Design, LLC | 29 | $1.75K | 0.00% | +26+866.7% | Added |
| High Note Wealth, LLC | 30 | $1.80K | 0.00% | +30 | New |
| Hantz Financial Services, Inc. | 35 | $2.00K | 0.00% | −18−34.0% | Reduced |
| Root Financial Partners, LLC | 34 | $2.04K | 0.00% | −62−64.6% | Reduced |
| Global Retirement Partners, LLC | 35 | $2.10K | 0.00% | −6−14.6% | Reduced |
| Missouri Trust & Investment Co | 35 | $2.10K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $2.15K | 0.00% | +36 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 36 | $2.17K | 0.00% | +28+350.0% | Added |
| Vision Financial Markets LLC | 42 | $2.49K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 45 | $2.71K | 0.00% | +45 | New |
| Ronald Blue Trust, Inc. | 50 | $3.01K | 0.00% | −75−60.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $3.11K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 63 | $3.81K | 0.00% | −331−84.0% | Reduced |
| Massmutual Trust Co FSB | 64 | $3.85K | 0.00% | −30−31.9% | Reduced |
| CIBC Private Wealth Group, LLC | 69 | $4.13K | 0.00% | +7+11.3% | Added |
| Parkside Financial Bank & Trust | 69 | $4.15K | 0.00% | +9+15.0% | Added |
| GHP Investment Advisors, Inc. | 75 | $4.51K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 77 | $4.63K | 0.00% | +54+234.8% | Added |
| Westside Investment Management, Inc. | 80 | $4.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 82 | $4.93K | 0.00% | +12+17.1% | Added |
| Strategic Wealth Partners, Ltd. | 100 | $6.01K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 101 | $6.08K | 0.00% | +33+48.5% | Added |
| DV Trading LLC | 101 | $6.08K | 0.00% | +101 | New |
| N.E.W. Advisory Services LLC | 103 | $6.22K | 0.00% | −36−25.9% | Reduced |
| International Assets Investment Management, LLC | 120 | $7.22K | 0.00% | +120 | New |
| Aster Capital Management (DIFC) Ltd | 122 | $7.34K | 0.00% | +122 | New |
| SBI Securities Co., Ltd. | 126 | $7.58K | 0.00% | −2−1.6% | Reduced |
| National Bank of Canada | 131 | $7.86K | 0.00% | −546−80.6% | Reduced |
| SRS Capital Advisors, Inc. | 140 | $8.42K | 0.00% | −78−35.8% | Reduced |
| Versant Capital Management, Inc | 148 | $8.90K | 0.00% | −689−82.3% | Reduced |
| Quarry LP | 156 | $9.38K | 0.00% | −15−8.8% | Reduced |
| Quadrant Capital Group LLC | 156 | $9.38K | 0.00% | −1,947−92.6% | Reduced |
| Jones Financial Companies LLLP | 165 | $9.91K | 0.00% | +1+0.6% | Added |
| Covestor Ltd | 161 | $10.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 173 | $10.4K | 0.00% | +79+84.0% | Added |
| Fifth Third Bancorp | 189 | $11.4K | 0.00% | −3−1.6% | Reduced |
| Roble, Belko & Company, Inc | 199 | $12.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 152 | $12.2K | 0.00% | +152 | New |
| Allworth Financial LP | 224 | $13.5K | 0.00% | −286−56.1% | Reduced |
| Umb Bank N A | 234 | $14.1K | 0.00% | −20−7.9% | Reduced |
| Salomon & Ludwin, LLC | 261 | $15.6K | 0.00% | +116+80.0% | Added |
| Nomura Asset Management Co Ltd | 260 | $15.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 265 | $15.9K | 0.00% | +40+17.8% | Added |
| EverSource Wealth Advisors, LLC | 279 | $16.8K | 0.00% | +76+37.4% | Added |
| Steward Partners Investment Advisory, LLC | 294 | $17.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 296 | $17.8K | 0.00% | +296 | New |
| GAMMA Investing LLC | 307 | $18.5K | 0.00% | −172−35.9% | Reduced |
| Signaturefd, LLC | 401 | $24.1K | 0.00% | −499−55.4% | Reduced |
| Flagship Harbor Advisors, LLC | 413 | $24.8K | 0.00% | +413 | New |
| Smartleaf Asset Management LLC | 490 | $29.8K | 0.00% | −143−22.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 514 | $31.0K | 0.00% | +514 | New |
| Pinnacle Wealth Planning Services, Inc. | 730 | $43.9K | 0.00% | +730 | New |
| Caitong International Asset Management Co., Ltd | 734 | $44.1K | 0.01% | +685+1,398.0% | Added |
| Public Employees Retirement System of Ohio | 789 | $47.5K | 0.00% | +73+10.2% | Added |
| Asset Dedication, LLC | 865 | $52.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 865 | $52.0K | 0.00% | +280+47.9% | Added |
| Nisa Investment Advisors, LLC | 985 | $59.2K | 0.00% | −342−25.8% | Reduced |
| KBC Group NV | 1,136 | $68.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,569 | $94.4K | 0.00% | −862−35.5% | Reduced |
| Arbor Wealth Management LLC | 1,599 | $96.2K | 0.07% | +1,599 | New |
| Sterling Capital Management LLC | 1,910 | $114.9K | 0.00% | −374−16.4% | Reduced |
| Crewe Advisors LLC | 2,000 | $120.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,143 | $128.9K | 0.00% | +1,095+104.5% | Added |
| Ensign Peak Advisors, Inc | 2,230 | $134.1K | 0.00% | −6,150−73.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,756 | $165.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,172 | $190.8K | 0.00% | −1,918−37.7% | Reduced |
| CIBC Asset Management Inc | 3,340 | $200.9K | 0.00% | +113+3.5% | Added |
| CWM, LLC | 3,498 | $210.0K | 0.00% | +2,160+161.4% | Added |
| NorthCrest Asset Manangement, LLC | 3,799 | $226.9K | 0.01% | +29+0.8% | Added |
| Massar Capital Management, LP | 3,819 | $229.7K | 0.05% | +3,819 | New |
| Mutual of America Capital Management LLC | 3,893 | $234.2K | 0.00% | +77+2.0% | Added |
| Inceptionr LLC | 3,956 | $238.0K | 0.07% | −2,028−33.9% | Reduced |
| R Squared Ltd | 3,978 | $239.3K | 0.11% | +979+32.6% | Added |
| Independent Financial Group, LLC | 3,993 | $240.2K | 0.01% | +43+1.1% | Added |
| The PNC Financial Services Group, Inc. | 4,038 | $242.9K | 0.00% | −893−18.1% | Reduced |
| Everence Capital Management Inc | 4,120 | $248.0K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,199 | $252.6K | 0.01% | +4,199 | New |
| 1832 Asset Management L.P. | 4,243 | $255.2K | 0.00% | +843+24.8% | Added |