Walker & DunlopWD
13F holders, Q4 2024 (December 31)270holders −4
25new positions
34sold out
4famous investors
$97.14avg. 13F price*
At the end of Q4 2024, 270 institutions reported holding Walker & Dunlop Inc. (WD) in their 13F filings, down 4 from Q3 2024. 25 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($498.1M), Vanguard Group Inc. ($366.7M) and Janus Henderson Group PLC ($179.4M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Walker & Dunlop Inc.
- CUSIP
- 93148P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $40.0M |
| Exits | 34 | $43.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,307,251 shares bought and 1,141,788 shares sold, net +165,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| BlackRock, Inc. | 0.01% | Add +2.1% | 5,124,297 | $498.1M |
| Vanguard Group Inc. | 0.01% | Add +0.7% | 3,772,110 | $366.7M |
| Janus Henderson Group PLC | 0.09% | Add +0.5% | 1,845,100 | $179.4M |
| State Street Corp. | 0.01% | Add +7.5% | 1,542,185 | $149.9M |
| Victory Capital Management Inc. | 0.14% | Add +0.2% | 1,418,008 | $137.8M |
| FMR LLC | 0.01% | Add +7.4% | 1,318,599 | $128.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.9% | 1,274,006 | $123.8M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +0.7% | 1,197,571 | $116.4M |
| Alliancebernstein L.P. | 0.04% | Reduce -11.4% | 1,116,371 | $108.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 726,201 | $70.6M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 488,376 | $47.5M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 472,863 | $46.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 460,122 | $44.7M |
| American Century Companies Inc. | 0.03% | Reduce -6.9% | 458,094 | $44.5M |
| Northern Trust Corp. | 0.01% | Add +6.4% | 437,665 | $42.5M |
| Norges Bank | 0.01% | Reduce -19.4% | 413,802 | $40.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.2% | 348,456 | $33.9M |
| M.D. Sass, LLC | 1.97% | Add +57.4% | 264,855 | $25.7M |
| Brown Advisory Inc. | 0.03% | Add +0.0% | 235,965 | $22.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.7% | 228,682 | $22.2M |
| Loomis Sayles & Co. L P | 0.02% | New | 178,830 | $17.4M |
| Erste Asset Management GmbH | 0.21% | Add +2.3% | 178,760 | $17.1M |
| Amundi | 0.01% | Add +6.4% | 170,832 | $15.8M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 156,264 | $15.2M |
| JPMorgan Chase & Co. | 0.00% | Add +111.3% | 153,539 | $14.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +13.4% | 144,904 | $14.1M |
| Thornburg Investment Management Inc. | 0.18% | Add +0.7% | 138,814 | $13.5M |
| Kathmere Capital Management, LLC | 1.21% | No change | 138,401 | $13.5M |
| Granite Investment Partners, LLC | 0.58% | New | 137,204 | $13.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.6% | 131,569 | $12.8M |
| UBS Group AG | 0.00% | Add +185.5% | 109,715 | $10.7M |
| Deutsche Bank AG | 0.00% | Add +9.4% | 102,894 | $10.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.1% | 100,260 | $9.7M |
| ArrowMark Colorado Holdings LLC | 0.13% | No change | 100,000 | $9.7M |
| Invesco Ltd. | 0.00% | Add +0.6% | 95,556 | $9.3M |
| Rhumbline Advisers | 0.01% | Add +1.5% | 95,061 | $9.2M |
| First Sabrepoint Capital Management LP | 3.35% | Reduce -38.6% | 92,058 | $8.9M |
| Nixon Capital, LLC | 2.76% | Add +4.3% | 93,173 | $8.9M |
| Legal & General Group Plc | 0.00% | Reduce -1.2% | 90,456 | $8.8M |
| Ceredex Value Advisors LLC | 0.18% | Add +26.0% | 90,450 | $8.8M |
| Public Sector Pension Investment Board | 0.03% | Add +17.5% | 79,967 | $7.8M |
| Royce & Associates LP | 0.07% | Add +2.2% | 79,146 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 77,450 | $7.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -26.0% | 77,385 | $7.5M |
| Crawford Investment Counsel Inc. | 0.12% | Reduce -1.3% | 69,343 | $6.7M |
| Swiss National Bank | 0.00% | Add +0.6% | 66,400 | $6.5M |
| Shufro Rose & Co. LLC | 0.50% | Reduce -19.9% | 65,302 | $6.3M |
| Moody Aldrich Partners LLC | 1.17% | Reduce -2.9% | 65,193 | $6.3M |
| Barclays PLC | 0.00% | Add +5.9% | 59,867 | $5.8M |
| Citadel Advisors | 0.01% | Reduce -10.2% | 58,931 | $5.7M |
| Castleark Management LLC | 0.20% | Reduce -4.0% | 58,690 | $5.7M |
| Tudor Investment Corporation | 0.05% | Reduce -45.9% | 52,108 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +11.3% | 49,012 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.4% | 48,650 | $4.7M |
| Citigroup Inc. | 0.00% | Add +17.2% | 47,143 | $4.6M |
| GPM Growth Investors, Inc. | 1.89% | Reduce -1.8% | 45,969 | $4.5M |
| California Public Employees Retirement System | 0.00% | Reduce -0.2% | 45,567 | $4.4M |
| GW&K Investment Management, LLC | 0.04% | Reduce -6.7% | 45,016 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 41,625 | $4.0M |
| Intech Investment Management LLC | 0.04% | Add +96.5% | 41,328 | $4.0M |
| Man Group plc | 0.01% | Reduce -41.0% | 40,373 | $3.9M |
| Twinbeech Capital LP | 0.06% | Add +1648.3% | 39,023 | $3.8M |
| EULAV Asset Management | 0.09% | No change | 38,900 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -14.1% | 37,270 | $3.6M |
| Verdence Capital Advisors LLC | 0.28% | Add +2.0% | 35,324 | $3.4M |
| FJ Capital Management LLC | 0.40% | New | 35,105 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -1.9% | 32,490 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -9.4% | 32,144 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 31,439 | $3.1M |
| NFJ Investment Group, LLC | 0.09% | Reduce -34.1% | 29,092 | $2.8M |
| BSW Wealth Partners | 0.40% | No change | 28,077 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -3.9% | 35,584 | $2.6M |
| Davidson Kahn Capital Management, LLC | 2.44% | — | 27,039 | $2.6M |
| Allianz Asset Management GmbH | 0.00% | Add +6.2% | 25,759 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Reduce -2.6% | 24,608 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Add +137.5% | 23,676 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.7% | 21,770 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +56.0% | 21,262 | $2.1M |
| QSV Equity Investors LLC | 1.89% | Add +0.3% | 20,234 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 19,838 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.4% | 19,631 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +4.3% | 19,339 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 18,526 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.8% | 18,292 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 18,188 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | New | 18,148 | $1.8M |
| Creative Planning | 0.00% | Add +11.7% | 17,889 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -4.1% | 17,467 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.0% | 17,449 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +32.1% | 17,169 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 17,110 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +40.0% | 16,980 | $1.7M |
| Holocene Advisors, LP | 0.00% | Add +32.3% | 15,674 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 15,500 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +286.4% | 15,033 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.6% | 14,955 | $1.5M |
| Millennium Management | 0.00% | Reduce -67.8% | 14,266 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,130 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.4% | 13,267 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -8.5% | 13,168 | $1.3M |
| Carson Advisory Inc. | 0.85% | Reduce -1.2% | 12,600 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.9% | 12,278 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +489.2% | 12,185 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 12,147 | $1.2M |
| Comerica Bank | 0.00% | Reduce -2.0% | 11,385 | $1.1M |
| Spinnaker Investment Group, LLC | 0.27% | Reduce -11.4% | 11,379 | $1.1M |
| Dempze Nancy E | 0.62% | Reduce -11.2% | 11,100 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 10,745 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.04% | Add +8.2% | 10,089 | $981K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,971 | $969K |
| Arizona State Retirement System | 0.01% | Add +0.9% | 9,795 | $952K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +27.5% | 9,742 | $947K |
| ProShare Advisors LLC | 0.00% | Reduce -27.8% | 9,685 | $941K |
| Sei Investments Co. | 0.00% | Reduce -25.5% | 9,591 | $932K |
| Voya Investment Management LLC | 0.00% | Reduce -7.1% | 9,585 | $932K |
| Amalgamated Bank | 0.01% | Reduce -0.3% | 9,407 | $914K |
| Kornitzer Capital Management Inc. | 0.02% | No change | 9,400 | $914K |
| Lighthouse Investment Partners, LLC | 0.04% | New | 9,351 | $909K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.9% | 9,123 | $887K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -61.7% | 8,977 | $873K |
| Synergy Financial Group, LTD | 0.67% | Reduce -4.5% | 8,210 | $798K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.2% | 8,173 | $794K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 7,501 | $729K |
| Handelsbanken Fonder AB | 0.00% | Add +13.9% | 7,351 | $715K |
| ARGA Investment Management, LP | 0.02% | No change | 7,205 | $700K |
| Raymond James Financial Inc. | 0.00% | — | 7,061 | $687K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +3.4% | 6,983 | $679K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 6,848 | $666K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 6,843 | $665K |
| KLP Kapitalforvaltning As | 0.00% | — | 6,800 | $661K |
| Keybank National Association | 0.00% | Add +7.4% | 6,585 | $640K |
| Occudo Quantitative Strategies LP | 0.11% | New | 6,552 | $637K |
| Choreo, LLC | 0.01% | Reduce -2.1% | 6,149 | $595K |
| Royal Bank of Canada | 0.00% | Reduce -46.9% | 5,797 | $565K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.5% | 5,766 | $561K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 5,701 | $554K |
| Burney Co./ | 0.02% | Add +15.3% | 5,669 | $551K |
| First Eagle Investment Management, LLC | 0.00% | Add +107.8% | 5,496 | $534K |
| Profund Advisors LLC | 0.02% | Add +50.2% | 5,190 | $505K |
| Jane Street Group, LLC | 0.00% | Reduce -89.6% | 5,055 | $491K |
| HSBC Holdings PLC | 0.00% | Reduce -2.6% | 4,961 | $480K |
| Mariner, LLC | 0.00% | Add +4.6% | 4,886 | $475K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.8% | 4,860 | $472K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.6% | 4,835 | $470K |
| Nomura Holdings Inc. | 0.00% | New | 4,808 | $467K |
| Bank of Montreal | 0.00% | Add +7.3% | 4,558 | $443K |
| Pictet Asset Management Holding SA | 0.00% | Add +17.4% | 4,536 | $441K |
| Independent Financial Group, LLC | 0.01% | No change | 4,350 | $423K |
| Atria Investments, Inc | 0.01% | Add +13.3% | 4,329 | $421K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,298 | $418K |
| Inceptionr LLC | 0.09% | New | 4,249 | $413K |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.5% | 4,162 | $405K |
| Praxis Investment Management Inc. | 0.03% | Reduce -5.1% | 4,120 | $401K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +17.2% | 3,993 | $388K |
| Evergreen Capital Management LLC | 0.01% | Reduce -6.0% | 3,864 | $376K |
| Quadrature Capital Ltd | 0.01% | New | 3,686 | $359K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 3,660 | $356K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,553 | $345K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +18.2% | 3,546 | $345K |
| Independent Advisor Alliance | 0.00% | Reduce -8.7% | 3,465 | $337K |
| Versor Investments LP | 0.06% | Add +3.8% | 3,426 | $333K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.9% | 3,362 | $327K |
| Guerra Pan Advisors, LLC | 0.23% | Reduce -12.5% | 3,328 | $324K |
| US Bancorp \de | 0.00% | Reduce -47.8% | 3,309 | $322K |
| CIBC Asset Management Inc | 0.00% | Add +46.4% | 3,258 | $317K |
| AQR Capital Management | 0.00% | Add +6.0% | 3,150 | $306K |
| PDT Partners, LLC | 0.03% | Reduce -13.8% | 3,130 | $304K |
| State of Wisconsin Investment Board | 0.00% | Reduce -50.6% | 3,121 | $303K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +14.4% | 3,058 | $297K |
| Cibc World Markets Corp. | 0.00% | New | 3,007 | $292K |
| Hancock Whitney Corp. | 0.01% | Reduce -49.2% | 2,980 | $290K |
| World Investment Advisors | 0.01% | No change | 2,956 | $287K |
| Arkadios Wealth Advisors | 0.02% | Add +0.4% | 2,932 | $285K |
| Cerity Partners LLC | 0.00% | Reduce -39.3% | 2,403 | $268K |
| Quantinno Capital Management LP | 0.00% | Add +36.1% | 2,760 | $268K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -8.5% | 2,660 | $259K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -17.4% | 2,590 | $252K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -17.4% | 2,590 | $252K |
| LPL Financial LLC | 0.00% | Reduce -67.2% | 2,512 | $244K |
| Neuberger Berman Group LLC | 0.00% | Add +0.9% | 2,437 | $237K |
| Sage Mountain Advisors LLC | 0.02% | Add +8.7% | 2,380 | $231K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,378 | $231K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,353 | $229K |
| Xponance LLC | 0.00% | Add +9.5% | 2,308 | $224K |
| Quadrant Capital Group LLC | 0.02% | Reduce -6.5% | 2,304 | $224K |
| Worth Venture Partners, LLC | 2.16% | No change | 2,250 | $219K |
| Aster Capital Management (DIFC) Ltd | 0.08% | New | 2,175 | $211K |
| Venturi Wealth Management, LLC | 0.01% | Add +3.3% | 2,091 | $203K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -2.7% | 2,074 | $202K |
| Mackenzie Financial Corp. | 0.00% | Reduce -63.1% | 2,063 | $201K |
| Crewe Advisors LLC | 0.03% | Add +42.9% | 2,000 | $194K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,000 | $184K |
| Quantbot Technologies LP | 0.01% | New | 1,828 | $178K |
| KBC Group NV | 0.00% | Add +33.6% | 1,607 | $156K |
| Signaturefd, LLC | 0.00% | Reduce -7.0% | 1,306 | $127K |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 1,109 | $108K |
| STRS Ohio | 0.00% | Reduce -33.3% | 1,000 | $97K |
| State of Wyoming | 0.01% | New | 990 | $96K |
| Cwm, LLC | 0.00% | Add +1.7% | 973 | $95K |
| Asset Dedication, LLC | 0.01% | No change | 961 | $93K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.6% | 912 | $89K |
| Eukles Asset Management | 0.03% | Reduce -6.7% | 835 | $81K |
| Smartleaf Asset Management LLC | 0.01% | Add +230.8% | 751 | $72K |
| GAMMA Investing LLC | 0.01% | Reduce -7.3% | 606 | $59K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 594 | $58K |
| Avior Wealth Management, LLC | 0.00% | Reduce -1.2% | 556 | $54K |
| National Bank of Canada | 0.00% | Add +1.8% | 398 | $39K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 317 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 308 | $30K |
| Sterling Capital Management LLC | 0.00% | Add +456.4% | 306 | $30K |
| Huntington National Bank | 0.00% | Add +2.2% | 281 | $27K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 260 | $25K |
| Quarry LP | 0.00% | New | 238 | $23K |
| Versant Capital Management, Inc | 0.00% | No change | 201 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 200 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $19K |
| SouthState Bank Corp | 0.00% | No change | 200 | $19K |
| Allworth Financial LP | 0.00% | Add +37.4% | 202 | $19K |
| Roble, Belko & Company, Inc | 0.00% | No change | 199 | $19K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 184 | $18K |
| Fifth Third Bancorp | 0.00% | Reduce -7.1% | 170 | $17K |
| R Squared Ltd | 0.01% | — | 150 | $15K |
| SBI Securities Co., Ltd. | 0.00% | — | 147 | $14K |
| Main Street Group, LTD | 0.01% | No change | 142 | $14K |
| Bessemer Group Inc. | 0.00% | Add +48.3% | 129 | $13K |
| Jones Financial Companies LLLP | 0.00% | Add +30.1% | 108 | $10K |
| Hemington Wealth Management | 0.00% | Add +9.8% | 112 | $10K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $10K |
| Bokf, NA | 0.00% | No change | 111 | $10K |
| Continuum Advisory, LLC | 0.00% | No change | 92 | $9K |
| Blue Trust, Inc. | 0.00% | Reduce -72.5% | 92 | $9K |
| Putney Financial Group LLC | 0.01% | — | 90 | $9K |
| UMB Bank, n.a. | 0.00% | No change | 86 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 75 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -38.0% | 75 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -64.8% | 74 | $7K |
| Covestor Ltd | 0.00% | No change | 76 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | — | 70 | $7K |
| Arax Advisory Partners | 0.00% | Add +21.1% | 69 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 59 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -18.2% | 45 | $4K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 40 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +18.2% | 39 | $4K |
| High Note Wealth, LLC | 0.00% | New | 37 | $4K |
| Principal Securities, Inc. | 0.00% | Add +105.6% | 37 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 35 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Add +135.7% | 33 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.1% | 23 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 23 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 18 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 17 | $2K |
| Abound Wealth Management | 0.00% | No change | 16 | $2K |
| Aviso Financial Inc. | 0.00% | No change | 15 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 15 | $1K |
| IFP Advisors, Inc | 0.00% | New | 5 | $1K |
| Tidemark, LLC | 0.00% | New | 12 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 11 | $1K |
| Simplex Trading, LLC | 0.00% | New | 20 | $1K |
| Assetmark, Inc. | 0.00% | New | 9 | $875 |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $778 |
| Manchester Capital Management LLC | 0.00% | No change | 7 | $681 |
| Whipplewood Advisors, LLC | 0.00% | — | 7 | $680 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $584 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $584 |
| Global Retirement Partners, LLC | 0.00% | Reduce -80.0% | 6 | $583 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -28.6% | 5 | $487 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $486 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $194 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $98 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $97 |
"% of holder's portfolio" is WD's weight in each manager's 13F, not the share of Walker & Dunlop Inc. the manager owns.