Walker & DunlopWD
13F holders, Q1 2025 (March 31)292holders +22
48new positions
25sold out
5famous investors
$85.24avg. 13F price*
At the end of Q1 2025, 292 institutions reported holding Walker & Dunlop Inc. (WD) in their 13F filings, up 22 from Q4 2024. 48 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($427.6M), Vanguard Group Inc. ($316.0M) and Janus Henderson Group PLC ($156.3M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Walker & Dunlop Inc.
- CUSIP
- 93148P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $102.9M |
| Exits | 25 | $19.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,181,035 shares bought and 1,810,583 shares sold, net +370,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| BlackRock, Inc. | 0.01% | Reduce -2.3% | 5,008,933 | $427.6M |
| Vanguard Group Inc. | 0.01% | Reduce -1.9% | 3,702,174 | $316.0M |
| Janus Henderson Group PLC | 0.09% | Add +0.8% | 1,860,778 | $156.3M |
| State Street Corp. | 0.01% | Reduce -4.7% | 1,470,094 | $125.5M |
| Victory Capital Management Inc. | 0.12% | Reduce -1.7% | 1,393,869 | $119.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.6% | 1,254,178 | $107.1M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +1.8% | 1,218,881 | $104.0M |
| Alliancebernstein L.P. | 0.03% | Reduce -2.4% | 1,089,271 | $93.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 749,766 | $64.0M |
| FMR LLC | 0.00% | Reduce -47.0% | 699,055 | $59.7M |
| Bank of America Corp. | 0.00% | Add +20.3% | 568,618 | $48.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 463,191 | $39.5M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 437,600 | $37.4M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 426,990 | $36.4M |
| Norges Bank | 0.01% | No change | 413,802 | $35.3M |
| American Century Companies Inc. | 0.02% | Reduce -20.2% | 365,523 | $31.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.5% | 332,822 | $28.4M |
| Royce & Associates LP | 0.26% | Add +257.2% | 282,688 | $24.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +87.5% | 271,722 | $23.2M |
| Sequoia Financial Advisors, LLC | 0.17% | New | 261,980 | $22.4M |
| M.D. Sass, LLC | 1.90% | Reduce -4.3% | 253,435 | $21.6M |
| Brown Advisory Inc. | 0.03% | Reduce -1.7% | 231,941 | $19.8M |
| Deprince Race & Zollo Inc. | 0.39% | New | 218,183 | $18.6M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.1% | 175,144 | $14.9M |
| Principal Financial Group Inc. | 0.01% | Add +2.4% | 160,069 | $13.7M |
| Amundi | 0.00% | Reduce -5.4% | 161,603 | $12.9M |
| Erste Asset Management GmbH | 0.16% | Reduce -16.1% | 150,000 | $12.8M |
| Tributary Capital Management, LLC | 1.06% | New | 141,882 | $12.1M |
| Kathmere Capital Management, LLC | 1.00% | No change | 138,401 | $11.8M |
| Granite Investment Partners, LLC | 0.59% | Reduce -1.6% | 135,080 | $11.5M |
| Nuveen, LLC | 0.00% | — | 130,858 | $11.2M |
| Thornburg Investment Management Inc. | 0.15% | Reduce -7.2% | 128,814 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.3% | 123,874 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.5% | 122,444 | $10.5M |
| Ceredex Value Advisors LLC | 0.21% | Add +22.4% | 110,750 | $9.5M |
| Jacobs Levy Equity Management, Inc. | 0.04% | New | 109,569 | $9.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.5% | 107,730 | $9.2M |
| Public Sector Pension Investment Board | 0.04% | Add +27.1% | 101,681 | $8.7M |
| Deutsche Bank AG | 0.00% | Reduce -2.4% | 100,412 | $8.6M |
| Nixon Capital, LLC | 2.95% | Add +7.2% | 99,898 | $8.5M |
| First Sabrepoint Capital Management LP | 3.39% | Add +3.3% | 95,068 | $8.1M |
| Rhumbline Advisers | 0.01% | Reduce -2.0% | 93,120 | $7.9M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 92,911 | $7.9M |
| ArrowMark Colorado Holdings LLC | 0.13% | Reduce -7.4% | 92,642 | $7.9M |
| UBS Group AG | 0.00% | Reduce -18.6% | 89,294 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +111.1% | 87,854 | $7.5M |
| Legal & General Group Plc | 0.00% | Reduce -3.3% | 87,436 | $7.5M |
| Crawford Investment Counsel Inc. | 0.13% | Add +25.2% | 86,792 | $7.4M |
| Alyeska Investment Group, L.P. | 0.03% | New | 85,339 | $7.3M |
| Marshall Wace, LLP | 0.01% | New | 82,128 | $7.0M |
| Renaissance Technologies | 0.01% | New | 74,600 | $6.4M |
| Citadel Advisors | 0.01% | Add +26.5% | 74,529 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.6% | 71,552 | $6.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +658.3% | 68,073 | $5.8M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 65,400 | $5.6M |
| Jane Street Group, LLC | 0.01% | Add +1136.3% | 62,497 | $5.3M |
| Shufro Rose & Co. LLC | 0.38% | Reduce -14.9% | 55,565 | $4.7M |
| Franklin Resources Inc. | 0.00% | Add +8.3% | 53,057 | $4.5M |
| HGI Capital Management, LLC | 5.31% | New | 49,817 | $4.3M |
| Citigroup Inc. | 0.00% | Add +4.3% | 49,161 | $4.2M |
| New York State Teachers Retirement System | 0.01% | No change | 48,650 | $4.2M |
| Dark Forest Capital Management LP | 0.19% | New | 47,918 | $4.1M |
| Barclays PLC | 0.00% | Reduce -21.3% | 47,143 | $4.0M |
| Man Group plc | 0.01% | Add +14.7% | 46,308 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +166.5% | 45,760 | $3.9M |
| GW&K Investment Management, LLC | 0.04% | Reduce -1.3% | 44,447 | $3.8M |
| California Public Employees Retirement System | 0.00% | Reduce -8.9% | 41,493 | $3.5M |
| EULAV Asset Management | 0.08% | No change | 38,900 | $3.3M |
| Moody Aldrich Partners LLC | 0.68% | Reduce -41.4% | 38,199 | $3.3M |
| Verdence Capital Advisors LLC | 0.24% | Add +3.3% | 36,481 | $3.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -53.2% | 36,218 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +107.0% | 36,127 | $3.1M |
| Intech Investment Management LLC | 0.03% | Reduce -13.8% | 35,613 | $3.0M |
| Lighthouse Investment Partners, LLC | 0.14% | Add +276.0% | 35,162 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -9.3% | 33,819 | $2.9M |
| Davidson Kahn Capital Management, LLC | 2.20% | Add +23.1% | 33,279 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -3.3% | 31,425 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -1.6% | 30,927 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +81.4% | 30,807 | $2.6M |
| Holocene Advisors, LP | 0.01% | Add +94.5% | 30,491 | $2.6M |
| NFJ Investment Group, LLC | 0.08% | No change | 29,092 | $2.5M |
| BSW Wealth Partners | 0.36% | No change | 28,077 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +297.3% | 28,056 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +31.6% | 27,970 | $2.4M |
| Allianz Asset Management GmbH | 0.00% | Add +8.2% | 27,859 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -19.3% | 25,956 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +0.2% | 24,665 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.1% | 24,611 | $2.1M |
| New York State Common Retirement Fund | 0.00% | No change | 23,676 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +20.0% | 23,566 | $2.0M |
| Tudor Investment Corporation | 0.02% | Reduce -55.2% | 23,323 | $2.0M |
| Creative Planning | 0.00% | Add +19.8% | 21,433 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 20,688 | $1.8M |
| QSV Equity Investors LLC | 1.78% | Reduce -0.2% | 20,191 | $1.7M |
| ExodusPoint Capital Management, LP | 0.02% | New | 19,417 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 19,115 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.3% | 18,500 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 18,126 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.3% | 17,775 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 16,781 | $1.4M |
| GPM Growth Investors, Inc. | 0.62% | Reduce -63.9% | 16,615 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -8.3% | 16,024 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +3.9% | 15,535 | $1.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.6% | 15,100 | $1.3M |
| Sei Investments Co. | 0.00% | Add +54.6% | 14,827 | $1.3M |
| XTX Topco Ltd | 0.06% | New | 14,714 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,130 | $1.2M |
| Natixis Advisors, LLC | 0.00% | New | 13,587 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.05% | Add +30.7% | 13,189 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 13,168 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -63.3% | 13,066 | $1.1M |
| Carson Advisory Inc. | 0.72% | No change | 12,600 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.2% | 12,426 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +0.4% | 12,237 | $1.0M |
| Comerica Bank | 0.00% | Add +5.6% | 12,020 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 11,839 | $1.0M |
| Spinnaker Investment Group, LLC | 0.22% | No change | 11,379 | $971K |
| Pathstone Holdings, LLC | 0.00% | Reduce -15.0% | 11,281 | $963K |
| Dempze Nancy E | 0.57% | No change | 11,100 | $947K |
| BNP Paribas Financial Markets | 0.00% | Add +161.1% | 10,868 | $928K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,971 | $851K |
| Mackenzie Financial Corp. | 0.00% | Add +369.8% | 9,692 | $827K |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 9,686 | $827K |
| Kornitzer Capital Management Inc. | 0.02% | No change | 9,400 | $802K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.9% | 9,361 | $799K |
| Verition Fund Management LLC | 0.00% | New | 9,224 | $787K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.7% | 9,183 | $784K |
| US Bancorp \de | 0.00% | Add +177.2% | 9,172 | $783K |
| Amalgamated Bank | 0.01% | Reduce -2.8% | 9,145 | $781K |
| AlphaQuest LLC | 0.08% | New | 8,809 | $752K |
| First Eagle Investment Management, LLC | 0.00% | Add +57.5% | 8,655 | $739K |
| Voya Investment Management LLC | 0.00% | Reduce -10.4% | 8,585 | $733K |
| Synergy Financial Group, LTD | 0.63% | Add +0.3% | 8,239 | $703K |
| Royal Bank of Canada | 0.00% | Add +41.4% | 8,196 | $699K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 8,173 | $698K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +13.9% | 7,957 | $679K |
| Quadrant Capital Group LLC | 0.02% | Add +240.2% | 7,838 | $669K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 7,677 | $655K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 7,566 | $646K |
| Keybank National Association | 0.00% | Add +11.4% | 7,336 | $626K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.7% | 7,301 | $623K |
| ARGA Investment Management, LP | 0.02% | No change | 7,205 | $615K |
| Cibc World Markets Corp. | 0.00% | Add +137.2% | 7,131 | $609K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 6,843 | $584K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,800 | $580K |
| Two Sigma Investments, LP | 0.00% | New | 6,772 | $578K |
| LPL Financial LLC | 0.00% | Add +158.8% | 6,500 | $555K |
| GatePass Capital, LLC | 0.40% | New | 6,224 | $531K |
| Choreo, LLC | 0.01% | Add +0.3% | 6,166 | $526K |
| Glenmede Trust Co. NA | 0.00% | Reduce -36.3% | 5,810 | $496K |
| Bank of Montreal | 0.00% | Add +27.0% | 5,789 | $494K |
| HSBC Holdings PLC | 0.00% | Add +14.9% | 5,702 | $484K |
| SG Americas Securities, LLC | 0.00% | New | 5,649 | $482K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 5,605 | $478K |
| Quantinno Capital Management LP | 0.00% | Add +102.3% | 5,584 | $477K |
| Mariner, LLC | 0.00% | Add +6.1% | 5,184 | $442K |
| Teacher Retirement System of Texas | 0.00% | New | 4,936 | $421K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.7% | 4,931 | $421K |
| Handelsbanken Fonder AB | 0.00% | Reduce -34.0% | 4,851 | $414K |
| Atria Investments, Inc | 0.01% | Add +11.3% | 4,820 | $411K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 4,789 | $409K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 4,672 | $399K |
| New Age Alpha Advisors, LLC | 0.02% | New | 4,613 | $394K |
| Burney Co./ | 0.01% | Reduce -20.2% | 4,524 | $386K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,522 | $386K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.1% | 4,506 | $385K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 4,362 | $372K |
| Versor Investments LP | 0.06% | Add +27.2% | 4,359 | $372K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,298 | $367K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.1% | 4,257 | $363K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +3.9% | 4,147 | $354K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,120 | $352K |
| Freestone Grove Partners LP | 0.00% | New | 4,045 | $345K |
| First National Bank of Omaha | 0.02% | New | 3,976 | $339K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 3,910 | $334K |
| AQR Capital Management | 0.00% | Add +17.5% | 3,702 | $316K |
| Millennium Management | 0.00% | Reduce -74.1% | 3,694 | $315K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 3,683 | $314K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.9% | 3,673 | $314K |
| State of Wisconsin Investment Board | 0.00% | Add +14.3% | 3,566 | $304K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,553 | $303K |
| Entropy Technologies, LP | 0.03% | New | 3,550 | $303K |
| Pitcairn Co. | 0.02% | New | 3,526 | $301K |
| Engineers Gate Manager LP | 0.01% | Reduce -77.0% | 3,452 | $295K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,362 | $287K |
| Guerra Pan Advisors, LLC | 0.22% | Reduce -2.6% | 3,240 | $277K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.1% | 3,156 | $269K |
| World Investment Advisors | 0.01% | No change | 2,956 | $252K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -18.3% | 2,898 | $247K |
| Independent Advisor Alliance | 0.01% | Reduce -16.4% | 2,895 | $247K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.6% | 2,884 | $246K |
| Profund Advisors LLC | 0.01% | Reduce -46.1% | 2,799 | $239K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.9% | 2,635 | $225K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,560 | $219K |
| Neuberger Berman Group LLC | 0.00% | Add +2.9% | 2,508 | $214K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +17.9% | 2,446 | $209K |
| Xponance LLC | 0.00% | Add +5.0% | 2,423 | $207K |
| iSAM Funds (UK) Ltd | 0.10% | New | 2,410 | $206K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.3% | 2,386 | $204K |
| Osaic Holdings, Inc. | 0.00% | Add +114.8% | 2,382 | $203K |
| Hancock Whitney Corp. | 0.01% | Reduce -20.5% | 2,369 | $202K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,353 | $201K |
| Crewe Advisors LLC | 0.02% | No change | 2,000 | $171K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 2,026 | $150K |
| KBC Group NV | 0.00% | No change | 1,607 | $137K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.6% | 1,571 | $134K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 1,308 | $112K |
| Signaturefd, LLC | 0.00% | Reduce -9.7% | 1,179 | $101K |
| Asset Dedication, LLC | 0.01% | Reduce -10.0% | 865 | $74K |
| GAMMA Investing LLC | 0.00% | Add +26.1% | 764 | $65K |
| National Bank of Canada | 0.00% | Add +81.9% | 724 | $62K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.7% | 723 | $61K |
| Public Employees Retirement System of Ohio | 0.00% | Add +9.1% | 648 | $55K |
| STRS Ohio | 0.00% | Reduce -40.0% | 600 | $51K |
| Coldstream Capital Management Inc. | 0.00% | New | 549 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +49.7% | 461 | $39K |
| Parallel Advisors, LLC | 0.00% | Add +122.0% | 444 | $38K |
| Cwm, LLC | 0.00% | Reduce -57.8% | 411 | $35K |
| Versant Capital Management, Inc | 0.01% | Add +90.5% | 383 | $33K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 379 | $32K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -58.5% | 378 | $32K |
| First Horizon Advisors, Inc. | 0.00% | New | 316 | $27K |
| Huntington National Bank | 0.00% | Add +1.4% | 285 | $24K |
| von Borstel & Associates, Inc. | 0.01% | New | 282 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 260 | $22K |
| Brooklyn Investment Group | 0.00% | New | 209 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $17K |
| Roble, Belko & Company, Inc | 0.00% | No change | 199 | $17K |
| Allworth Financial LP | 0.00% | Add +9.9% | 222 | $17K |
| UMB Bank, n.a. | 0.00% | Add +120.9% | 190 | $16K |
| Fifth Third Bancorp | 0.00% | Add +11.2% | 189 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Add +26.5% | 186 | $16K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 176 | $15K |
| Jones Financial Companies LLLP | 0.00% | Add +52.8% | 165 | $14K |
| Rise Advisors, LLC | 0.01% | Reduce -15.2% | 156 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | New | 151 | $13K |
| Main Street Group, LTD | 0.01% | No change | 142 | $12K |
| Blue Trust, Inc. | 0.00% | Add +35.9% | 125 | $11K |
| Hemington Wealth Management | 0.00% | Add +8.9% | 122 | $10K |
| Bessemer Group Inc. | 0.00% | Reduce -6.2% | 121 | $10K |
| Lindbrook Capital, LLC | 0.00% | Add +91.5% | 113 | $10K |
| Bokf, NA | 0.00% | No change | 111 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +36.0% | 102 | $8K |
| Continuum Advisory, LLC | 0.00% | No change | 92 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +24.3% | 92 | $8K |
| Putney Financial Group LLC | 0.01% | No change | 90 | $8K |
| Covestor Ltd | 0.00% | Add +2.6% | 78 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 75 | $6K |
| Quarry LP | 0.00% | Reduce -68.9% | 74 | $6K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 70 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Add +38.5% | 54 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -83.3% | 53 | $5K |
| Private Trust Co. NA | 0.00% | New | 46 | $4K |
| SVB Wealth LLC | 0.00% | New | 44 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 37 | $4K |
| Manchester Capital Management LLC | 0.00% | Add +500.0% | 42 | $4K |
| Vision Financial Markets LLC | 0.00% | New | 41 | $3K |
| Missouri Trust & Investment Co | 0.00% | No change | 35 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -12.5% | 35 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.2% | 35 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +133.3% | 35 | $3K |
| Mascoma Wealth Management LLC | 0.00% | New | 30 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +26.1% | 29 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -21.2% | 26 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +109.1% | 23 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 23 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 23 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 18 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 18 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 17 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -78.3% | 15 | $1K |
| Abound Wealth Management | 0.00% | Reduce -12.5% | 14 | $1K |
| Tidemark, LLC | 0.00% | No change | 12 | $1K |
| Simplex Trading, LLC | 0.00% | Add +15.0% | 23 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 10 | $854 |
| True Wealth Design, LLC | 0.00% | New | 8 | $683 |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $683 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 8 | $683 |
| Whipplewood Advisors, LLC | 0.00% | Add +342.9% | 31 | $598 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 7 | $598 |
| Creative Financial Designs Inc. | 0.00% | New | 7 | $598 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $513 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 6 | $512 |
| Assetmark, Inc. | 0.00% | Reduce -33.3% | 6 | $512 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $427 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $427 |
| CoreCap Advisors, LLC | 0.00% | New | 3 | $256 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $86 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $86 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $85 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $85 |
"% of holder's portfolio" is WD's weight in each manager's 13F, not the share of Walker & Dunlop Inc. the manager owns.