WD
Walker & Dunlop, Inc. · Financial Services · Financial - Mortgages
Momentum inputs (comparable managers):
holder breadth -22.2% ·
share flow -5.2% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 95 | +2 | 20.51M | $1.11B | +8 | −6 |
| Q1 2026 | 96 | -1 | 20.80M | $944.37M | +6 | −7 |
| Q4 2025 | 97 | +1 | 22.38M | $1.35B | +1 | — |
| Q3 2025 | 16 | 0 | 13.62M | $1.14B | +1 | −2 |
| Q2 2025 | 14 | +1 | 12.38M | $872.54M | +1 | — |
| Q1 2025 | 10 | +3 | 2.90M | $247.87M | +3 | — |
| Q4 2024 | 7 | -2 | 2.78M | $270.29M | — | −2 |
| Q3 2024 | 8 | +1 | 1.39M | $158.05M | +1 | — |
| Q2 2024 | 7 | — | 1.24M | $122.14M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.54M | — | $149.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 726.20K | -0.5% | $70.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 726.20K | -0.5% | $70.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 413.80K | -19.4% | $40.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 58.93K | -10.2% | $5.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 21.77K | +11.7% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Millennium Management ✦ | 14.27K | -67.8% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 3.15K | +6.0% | $306,212 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 3.15K | +6.0% | $306,212 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $956,541 | was 0.0% |
| Two Sigma Investments | $819,325 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 250 holders, 28.52M shares, $1.21B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.