WD
Walker & Dunlop, Inc. · Financial Services · Financial - Mortgages
Momentum inputs (comparable managers):
holder breadth -1.0% ·
share flow +3.3% ·
net new positions -1.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.13M | +1.4% | $227.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Alliancebernstein L.P. | 1.36M | +11.1% | $81.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (passive) | 1.55M | +3.4% | $68.65M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 1.48M | — | $65.56M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.37M | +8.2% | $60.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.37M | +8.2% | $60.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.37M | +8.2% | $60.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 1.37M | +8.2% | $60.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.37M | +8.2% | $60.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Janus Henderson Group Plc | 1.13M | -4.4% | $50.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Janus Henderson Group Plc | 1.13M | -4.4% | $50.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Janus Henderson Group Plc | 1.13M | -4.4% | $50.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 824.65K | +3.3% | $36.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 824.65K | +3.3% | $36.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Alyeska Investment Group, L.P. | 535.45K | +84.8% | $23.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Charles Schwab Investment… | 479.41K | -2.2% | $21.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 477.74K | +75.2% | $21.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 477.74K | +75.2% | $21.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 477.74K | +75.2% | $21.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 477.74K | +75.2% | $21.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 477.74K | +75.2% | $21.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 431.64K | -9.3% | $19.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 428.74K | +638.0% | $19.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 428.74K | +638.0% | $19.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 360.53K | +9.0% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 360.53K | +9.0% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Northern Trust Corp | 360.53K | +9.0% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 360.53K | +9.0% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Northern Trust Corp | 360.53K | +9.0% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 360.53K | +9.0% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 341.19K | -10.2% | $15.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 341.19K | -10.2% | $15.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 341.19K | -10.2% | $15.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 341.19K | -10.2% | $15.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Two Sigma Investments ✦ | 313.48K | -0.1% | $13.91M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 274.72K | +17.8% | $12.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 241.32K | +12.1% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 241.32K | +12.1% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 241.32K | +12.1% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 241.32K | +12.1% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 239.78K | +324.6% | $10.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 239.78K | +324.6% | $10.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 239.78K | +324.6% | $10.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 239.78K | +324.6% | $10.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 239.78K | +324.6% | $10.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 239.78K | +324.6% | $10.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 239.78K | +324.6% | $10.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 239.78K | +324.6% | $10.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 205.34K | -16.6% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 205.34K | -16.6% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 205.34K | -16.6% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 205.34K | -16.6% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 205.34K | -16.6% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 205.34K | -16.6% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Jane Street Group, Llc | 195.11K | +7.4% | $8.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Jane Street Group, Llc | 195.11K | +7.4% | $8.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Brown Advisory Inc | 192.60K | -10.5% | $8.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Brown Advisory Inc | 192.60K | -10.5% | $8.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 186.82K | -46.5% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Principal Financial Group Inc | 165.52K | +2.0% | $7.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Principal Financial Group Inc | 165.52K | +2.0% | $7.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Citadel Advisors ✦ | 147.42K | +57.7% | $6.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 93 | Citadel Advisors ✦ | 147.42K | +57.7% | $6.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 94 | Squarepoint Ops LLC | 143.24K | +1.1% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 135.36K | -65.2% | $6.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 135.36K | -65.2% | $6.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 127.73K | -53.6% | $5.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 127.73K | -53.6% | $5.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 127.73K | -53.6% | $5.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 127.73K | -53.6% | $5.55M | 0.0% | ▼ Trim | 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
| Healthcare Of Ontario Pension… | $3.60M | was 0.0% |
| Corient Private Wealth LP | $676,810 | was 0.0% |
| First Eagle Investment… | $588,989 | was 0.0% |
| LPL Financial LLC | $491,191 | was 0.0% |
| Mackenzie Financial Corp | $375,733 | was 0.0% |
| CIBC Asset Management Inc | $200,901 | was 0.0% |
| Assetmark, Inc | $120 | 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.