Walker & Dunlop Inc (WD) Ownership

108.49 ↑1.68 (1.57%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Walker & Dunlop Inc (WD), owning a total of 5.2 million shares. Combined, the top 35 institutional holders of WD own 87.75% of the company with a total of 29.6 million shares.

In the latest ownership report on June 30th 2024, the top 35 institutional holders increased their combined ownership of WD by 1.1 million shares. 15 institutions bought 1,751,987 total additional shares and increased their ownership by an average of 23.72%. However 6 institutions sold 689,940 total shares and decreased their ownership by an average of 8.11%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Walker & Dunlop increased by a net total of 1,062,047 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.300%	-1.571%	5,166,356	-82,461	2024-06-30
Vanguard Group Inc	11.198%	0.907%	3,781,031	33,974	2024-06-30
HHG PLC	5.437%	-8.113%	1,836,027	-162,118	2024-06-30
Impactive Capital LP	4.295%	40.253%	1,450,348	416,255	2024-06-30
State Street Corp	4.193%	0.124%	1,415,909	1,747	2024-06-30
Dimensional Fund Advisors, Inc.	3.908%	1.597%	1,319,434	20,739	2024-06-30
AllianceBernstein L.P.	3.791%	138.556%	1,280,100	743,497	2024-06-30
T. Rowe Price Investment Management,Inc.	3.528%	0.708%	1,191,255	8,369	2024-06-30
Victory Capital Management Inc.	3.150%	13.839%	1,063,522	129,289	2024-06-30
Morgan Stanley - Brokerage Accounts	2.677%	7.608%	903,950	63,906	2024-06-30
FMR Inc	2.445%	-34.128%	825,561	-427,728	2024-06-30
Geode Capital Management, LLC	2.195%	3.345%	741,296	23,992	2024-06-30
Bank of America Corp	1.630%	8.989%	550,428	45,398	2024-06-30
Charles Schwab Investment Management Inc	1.327%	4.549%	448,108	19,498	2024-06-30
Northern Trust Corp	1.222%	-3.217%	412,726	-13,718	2024-06-30
NORGES BANK	1.213%	13.484%	409,516	48,657	2024-06-30
Bank of New York Mellon Corp	1.118%	0.752%	377,417	2,815	2024-06-30
American Century Companies Inc	1.040%	10.097%	351,022	32,192	2024-06-30
Kathmere Capital Management, LLC	0.911%	110.991%	307,310	161,659	2024-06-30
Brown Advisory Holdings Inc	0.697%	-0.471%	235,488	-1,115	2024-06-30
Boston Partners Global Investors, Inc	0.696%	-1.177%	235,034	-2,800	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.300%	-1.571%	5,166,356	-82,461	2024-06-30
Vanguard Group Inc	11.198%	0.907%	3,781,031	33,974	2024-06-30
HHG PLC	5.437%	-8.113%	1,836,027	-162,118	2024-06-30
Impactive Capital LP	4.295%	40.253%	1,450,348	416,255	2024-06-30
State Street Corp	4.193%	0.124%	1,415,909	1,747	2024-06-30
State Street Corporation	4.190%	3.055%	1,414,162	41,924	2024-03-31
Dimensional Fund Advisors, Inc.	3.908%	1.597%	1,319,434	20,739	2024-06-30
AllianceBernstein L.P.	3.791%	138.556%	1,280,100	743,497	2024-06-30
T. Rowe Price Investment Management,Inc.	3.528%	0.708%	1,191,255	8,369	2024-06-30
Victory Capital Management Inc.	3.150%	13.839%	1,063,522	129,289	2024-06-30
Morgan Stanley - Brokerage Accounts	2.677%	7.608%	903,950	63,906	2024-06-30
FMR Inc	2.445%	-34.128%	825,561	-427,728	2024-06-30
Geode Capital Management, LLC	2.195%	3.345%	741,296	23,992	2024-06-30
T. Rowe Price Associates, Inc.	2.218%	2.109%	732,322	15,124	2022-06-30
Bank of America Corp	1.630%	8.989%	550,428	45,398	2024-06-30
Charles Schwab Investment Management Inc	1.327%	4.549%	448,108	19,498	2024-06-30
Northern Trust Corp	1.222%	-3.217%	412,726	-13,718	2024-06-30
NORGES BANK	1.213%	13.484%	409,516	48,657	2024-06-30
Millennium Management LLC	1.200%	0.000%	401,484	401,484	2023-09-30
Balyasny Asset Management LLC	1.175%	51.644%	393,168	133,898	2023-09-30
Bank of New York Mellon Corp	1.118%	0.752%	377,417	2,815	2024-06-30
American Century Companies Inc	1.040%	10.097%	351,022	32,192	2024-06-30
M.D. Sass, LLC	0.955%	-9.584%	319,578	-33,876	2023-09-30
Kathmere Capital Management, LLC	0.911%	110.991%	307,310	161,659	2024-06-30
First Trust Advisors L.P.	0.791%	15.937%	266,537	36,639	2023-12-31
Goldman Sachs Group Inc	0.778%	-53.154%	262,238	-297,554	2024-03-31
Sequoia Financial Advisors LLC	0.777%	-0.018%	261,852	-47	2024-03-31
Harspring Capital Management LLC	0.765%	20.567%	255,000	43,500	2022-12-31
Brown Advisory Holdings Inc	0.697%	-0.471%	235,488	-1,115	2024-06-30
Boston Partners Global Investors, Inc	0.696%	-1.177%	235,034	-2,800	2024-06-30
Voss Capital LLC	0.659%	0.000%	219,854	219,854	2023-06-30
FIRST SABREPOINT CAPITAL MANAGEMENT LP	0.645%	26.471%	215,000	45,000	2023-06-30
Conversant Capital LLC	0.609%	0.000%	203,000	0	2023-03-31
Principal Financial Group Inc	0.556%	-1.791%	185,434	-3,382	2023-03-31
NFJ Investment Group, LLC	0.457%	252.017%	150,695	107,886	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Walker & Dunlop Inc (WD), owning a total of 2 million shares. Combined, the top 37 mutual fund holders of WD own 55.48% of the company with a total of 18.7 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of WD by 2 thousand shares. 2 funds bought 3,996 total additional shares and increased their ownership by an average of 0.43%. However 1 funds sold 1,890 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Walker & Dunlop increased by a net total of 2,106 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.052%	0.090%	2,043,677	1,836	2024-10-31
iShares Russell 2000 ETF	2.483%	-0.225%	838,270	-1,890	2024-10-31
Avantis US Small Cap Value ETF	1.320%	0.000%	445,812	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.842%	0.766%	284,217	2,160	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.052%	0.090%	2,043,677	1,836	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.968%	0.111%	1,002,217	1,109	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.750%	-3.631%	919,986	-34,665	2023-03-31
iShares Russell 2000 ETF	2.483%	-0.225%	838,270	-1,890	2024-10-31
Janus Henderson US SMID Cap Growth	2.431%	0.000%	820,972	0	2024-09-30
Janus Henderson Triton D	2.431%	0.000%	820,972	0	2024-08-31
Vanguard Small Cap Index	2.376%	-1.037%	802,417	-8,407	2024-09-30
Victory Sycamore Small Company Opp R	2.340%	32.773%	790,000	195,000	2024-09-30
Victory Small Cap Value CIT (Net 75)	2.340%	32.773%	790,000	195,000	2024-09-30
T. Rowe Price Small-Cap Value	2.067%	-0.896%	697,935	-6,309	2024-09-30
Vanguard Small Cap Value Index Inv	1.609%	-0.037%	543,430	-202	2024-09-30
Fidelity® Value	1.495%	-2.855%	500,200	-14,700	2023-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.420%	-6.856%	479,551	-35,297	2024-09-30
Avantis US Small Cap Value ETF	1.320%	0.000%	445,812	0	2024-10-31
Vanguard Extended Market Index Investor	1.275%	-0.018%	425,003	-76	2023-08-31
Fidelity Value	1.221%	-6.174%	410,300	-27,000	2024-02-29
Fidelity® Series Small Cap Opps	1.213%	0.000%	404,516	0	2023-05-31
Janus Henderson Gbl Sustainable Eq MA	1.195%	-2.216%	401,391	-9,096	2023-12-31
iShares S&P Small-Cap 600 Growth ETF	1.182%	0.235%	390,175	915	2022-11-30
T. Rowe Price U.S. SC Value Eq Tr-Z	1.118%	4.404%	377,359	15,917	2024-09-30
Fidelity Small Cap Growth	0.998%	11.374%	336,958	34,411	2024-08-31
Fidelity Small Cap Index	0.976%	-2.433%	329,704	-8,221	2024-08-31
First Trust SMID Cp Rising Div Achv ETF	0.958%	0.925%	321,217	2,945	2024-02-29
Fidelity® Small Cap Index	0.917%	2.660%	306,873	7,952	2023-10-31
M.D. Sass Concentrated Value	0.895%	-10.167%	299,323	-33,876	2023-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.881%	-0.141%	296,892	-420	2024-05-30
Janus Henderson Global Sustainable Eq	0.870%	-2.506%	293,886	-7,555	2024-09-30
Janus Henderson Global Sust Eq E Inc GBP	0.870%	-0.631%	293,886	-1,867	2024-09-30
iShares Russell 2000 Value ETF	0.857%	-0.132%	288,974	-382	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.842%	0.766%	284,217	2,160	2024-10-31
AB Discovery Value Advisor	0.800%	0.000%	269,953	0	2024-09-30
Fidelity Value Strategies	0.802%	3.151%	268,400	8,200	2023-12-31
iShares S&P Small-Cap 600 Value ETF	0.798%	-0.364%	266,757	-975	2023-12-29
SPDR® S&P 600 Small Cap Value ETF	0.729%	-0.102%	243,148	-248	2023-06-22
Vanguard Tax-Managed Small Cap Adm	0.678%	-6.766%	229,073	-16,624	2024-09-30
Fidelity® Small Cap Stock	0.684%	3.863%	225,837	8,400	2022-09-30
DFA US Small Cap I	0.643%	-5.293%	216,914	-12,123	2024-07-31