Walker & Dunlop Inc (WD) Ownership

73.83 ↑0.47 (0.64%)

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 5.1 million shares. Combined, the top 37 institutional holders of WD own 89.29% of the company with a total of 30.3 million shares.

In the latest ownership report on March 31st 2025, the top 37 institutional holders increased their combined ownership of WD by 430 thousand shares. 2 institutions bought 465,522 total additional shares and increased their ownership by an average of 128.59%. However 2 institutions sold 35,559 total shares and decreased their ownership by an average of 3.01%.

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 429,963 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Victory Capital Management Inc.	4.102%	-1.702%	1,393,869	-24,139	2025-03-31
Royce & Associates, LP	0.832%	257.173%	282,688	203,542	2025-03-31
Sequoia Financial Advisors LLC	0.771%	0.000%	261,980	261,980	2025-03-31
M.D. Sass, LLC	0.746%	-4.312%	253,435	-11,420	2025-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.080%	2.102%	5,124,297	105,510	2024-12-31
Vanguard Group Inc	11.101%	0.739%	3,772,110	27,670	2024-12-31
HHG PLC	5.430%	0.467%	1,845,100	8,571	2024-12-31
State Street Corp	4.538%	7.517%	1,542,185	107,815	2024-12-31
Impactive Capital LP	4.295%	40.253%	1,450,348	416,255	2024-06-30
State Street Corporation	4.190%	3.055%	1,414,162	41,924	2024-03-31
Victory Capital Management Inc.	4.102%	-1.702%	1,393,869	-24,139	2025-03-31
FMR Inc	3.880%	7.389%	1,318,599	90,725	2024-12-31
Dimensional Fund Advisors, Inc.	3.749%	-0.881%	1,274,006	-11,324	2024-12-31
T. Rowe Price Investment Management,Inc.	3.524%	0.730%	1,197,571	8,683	2024-12-31
AllianceBernstein L.P.	3.285%	-11.445%	1,116,371	-144,282	2024-12-31
T. Rowe Price Associates, Inc.	2.218%	2.109%	732,322	15,124	2022-06-30
Geode Capital Management, LLC	2.137%	-0.455%	726,201	-3,321	2024-12-31
Morgan Stanley - Brokerage Accounts	1.437%	-2.955%	488,376	-14,872	2024-12-31
Bank of America Corp	1.392%	-7.572%	472,863	-38,740	2024-12-31
Charles Schwab Investment Management Inc	1.354%	1.976%	460,122	8,915	2024-12-31
American Century Companies Inc	1.348%	-6.897%	458,094	-33,936	2024-12-31
Northern Trust Corp	1.288%	6.435%	437,665	26,461	2024-12-31
NORGES BANK	1.218%	1.047%	413,802	4,286	2024-12-31
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	1.025%	1.206%	348,456	4,152	2024-12-31
Kathmere Capital Management, LLC	0.911%	110.991%	307,310	161,659	2024-06-30
Royce & Associates, LP	0.832%	257.173%	282,688	203,542	2025-03-31
First Trust Advisors L.P.	0.791%	15.937%	266,537	36,639	2023-12-31
Sequoia Financial Advisors LLC	0.771%	0.000%	261,980	261,980	2025-03-31
Harspring Capital Management LLC	0.765%	20.567%	255,000	43,500	2022-12-31
M.D. Sass, LLC	0.746%	-4.312%	253,435	-11,420	2025-03-31
Brown Advisory Holdings Inc	0.695%	0.042%	235,965	99	2024-12-31
Boston Partners Global Investors, Inc	0.696%	-1.177%	235,034	-2,800	2024-06-30
Goldman Sachs Group Inc	0.673%	-14.702%	228,682	-39,417	2024-12-31
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
Erste Asset Management GmbH	0.517%	2.761%	174,694	4,694	2024-09-30
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 1.9 million shares. Combined, the top 42 mutual fund holders of WD own 62.26% of the company with a total of 21.1 million shares.

In the latest ownership report on April 30th 2025, the top 42 fund holders increased their combined ownership of WD by 1 thousand shares. 2 funds bought 403 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 1,752 total shares and decreased their ownership by an average of 0.09%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Walker & Dunlop decreased by a net total of -1,349 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	5.725%	-0.090%	1,945,512	-1,752	2025-04-30
iShares Russell 2000 ETF	2.318%	0.017%	787,575	133	2025-04-30
Avantis US Small Cap Value ETF	0.945%	0.000%	321,234	0	2025-04-30
iShares S&P Small-Cap 600 Value ETF	0.931%	0.085%	316,433	270	2025-04-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.815%	0.000%	276,985	0	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.725%	-0.090%	1,945,512	-1,752	2025-04-30
Vanguard US Total Market Shares ETF	2.951%	0.111%	1,002,217	1,109	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.949%	0.487%	1,002,190	4,859	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.750%	-3.631%	919,986	-34,665	2023-03-31
Victory Sycamore Small Company Opp R	2.663%	7.738%	905,000	65,000	2025-03-31
Victory Small Cap Value CIT (Net 75)	2.488%	6.329%	840,000	50,000	2024-12-31
Janus Henderson US SMID Cap Growth	2.367%	-2.013%	804,446	-16,526	2024-12-31
Janus Henderson US SMID Cap Growth MA	2.368%	2,234,470.000%	804,446	804,410	2024-12-31
Vanguard Small Cap Index	2.360%	-2.072%	802,077	-16,969	2025-03-31
Janus Henderson Triton D	2.355%	0.000%	800,085	0	2025-02-28
iShares Russell 2000 ETF	2.318%	0.017%	787,575	133	2025-04-30
T. Rowe Price Small-Cap Value	2.048%	-0.022%	695,841	-150	2025-03-31
Vanguard Small Cap Value Index Inv	1.529%	-3.700%	519,458	-19,960	2025-03-31
Fidelity® Value	1.495%	-2.855%	500,200	-14,700	2023-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.440%	-0.193%	489,214	-946	2025-03-31
Vanguard Extended Market Index Investor	1.275%	-0.018%	425,003	-76	2023-08-31
T. Rowe Price U.S. SC Value Eq Tr-Z	1.211%	6.175%	411,356	23,922	2025-03-31
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
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-D	1.141%	2.670%	387,434	10,075	2024-12-31
Avantis US Small Cap Value ETF	0.945%	0.000%	321,234	0	2025-04-30
First Trust SMID Cp Rising Div Achv ETF	0.958%	0.925%	321,217	2,945	2024-02-29
Fidelity Small Cap Index	0.940%	0.533%	319,295	1,694	2025-02-28
iShares S&P Small-Cap 600 Value ETF	0.931%	0.085%	316,433	270	2025-04-30
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	0.861%	-0.393%	292,730	-1,156	2024-12-31
Janus Henderson Gbl Sustainable Eq MA	0.862%	541,993.000%	292,730	292,676	2024-12-31
Janus Henderson Global Sust Eq E Inc GBP	0.855%	-0.793%	290,408	-2,322	2025-03-31
iShares Russell 2000 Value ETF	0.857%	-0.132%	288,974	-382	2024-05-30
SPDR® S&P Bank ETF	0.850%	-1.628%	287,263	-4,754	2025-02-27
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.815%	0.000%	276,985	0	2025-04-30
Fidelity Value Strategies	0.802%	3.151%	268,400	8,200	2023-12-31
Fidelity Small Cap Growth	0.785%	-29.551%	266,576	-111,822	2025-01-31
SPDR® S&P 600 Small Cap Value ETF	0.729%	-0.102%	243,148	-248	2023-06-22
AB Discovery Value Advisor	0.700%	0.000%	237,733	0	2025-03-31
Vanguard Tax-Managed Small Cap Adm	0.667%	-1.061%	226,642	-2,431	2025-03-31
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
FIAM Small Cap Core Composite	0.633%	-2.138%	215,100	-4,700	2024-12-31