Walker & Dunlop Ownership | Who Owns Walker & Dunlop?

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Walker & Dunlop Ownership Summary

Walker & Dunlop is owned by 83.19% institutional investors, 5.33% insiders, and 11.48% retail investors. Blackrock is the largest institutional shareholder, holding 15.67% of WD shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.14% of its assets in Walker & Dunlop shares.

WD Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Walker & Dunlop	83.19%	5.33%	11.48%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Mortgage Stocks	59.82%	17.02%	23.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	5.17M	15.67%	$507.34M
Vanguard group	3.78M	11.47%	$371.30M
Janus henderson group	1.84M	5.57%	$180.30M
State street	1.42M	4.29%	$139.04M
Dimensional fund advisors lp	1.32M	4.00%	$129.57M
Alliancebernstein	1.28M	3.88%	$125.71M
T. rowe price investment management	1.19M	3.61%	$116.98M
Victory capital management	1.06M	3.22%	$104.44M
Fmr	825.56K	2.50%	$81.07M
Geode capital management	741.30K	2.25%	$72.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nixon capital	88.15K	3.95%	$8.66M
First sabrepoint capital management lp	75.00K	2.22%	$7.37M
Qsv equity investors	20.18K	2.07%	$1.98M
Gpm growth investors	46.80K	1.95%	$4.60M
Harspring capital management	65.00K	1.62%	$6.38M
M.d. sass	190.88K	1.35%	$18.74M
Kathmere capital management	138.40K	1.21%	$13.45M
Moody aldrich partners	65.19K	1.17%	$6.34M
Arbiter partners capital management	9.60K	0.94%	$942.72K
Carson advisory	12.75K	0.88%	$1.25M

Top Buyers

Holder	Shares	% Assets	Change
Alliancebernstein	1.28M	0.04%	743.50K
Norges bank	409.52K	0.01%	409.52K
Victory capital management	1.06M	0.10%	129.29K
Ubs asset management americas	85.28K	0.00%	52.54K
M.d. sass	190.88K	1.35%	47.34K

Top Sellers

Holder	Shares	% Assets	Change
Impactive capital lp	-	-	-1.45M
Fmr	825.56K	0.01%	-427.73K
Boston partners	-	-	-235.03K
Sequoia financial advisors	-	-	-171.77K
Amundi	5.41K	0.00%	-163.46K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	409.52K	0.01%	409.52K	$40.21M
Gpm growth investors	46.80K	1.95%	46.80K	$4.60M
Allianz asset management gmbh	22.78K	0.00%	22.78K	$2.24M
Tudor investment corp et al	18.92K	0.01%	18.92K	$1.86M
Corebridge financial	18.71K	0.01%	18.71K	$1.84M

Sold Out

Holder	Change
Mendota financial group	-1.00
Innealta capital	-3.00
Ifp advisors	-6.00
Quarry lp	-15.00
Vima	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	279	7.72%	27,593,838	-2.16%	83	1.14%	145	20.83%	80	-8.05%
Jun 30, 2024	255	-4.85%	28,187,139	2.48%	85	1.22%	118	-5.60%	86	-3.37%
Mar 31, 2024	268	4.28%	27,503,993	0.58%	83	1.20%	125	-6.72%	89	17.11%
Dec 31, 2023	257	17.35%	27,346,170	2.30%	83	1.25%	134	32.67%	76	13.43%
Sep 30, 2023	219	-0.45%	26,730,316	1.72%	81	1.25%	101	-5.61%	67	3.08%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.07M	6.14%	948.00
Vanguard Total Stock Mkt Idx Inv	993.28K	2.94%	1.39K
iShares Russell 2000 ETF	883.49K	2.62%	-3.40K
Victory Sycamore Small Company Opp R	840.00K	2.49%	50.00K
Victory Small Cap Value CIT (Net 75)	840.00K	2.49%	50.00K
Janus Henderson US SMID Cap Growth	820.97K	2.43%	-
Janus Henderson Triton D	818.64K	2.42%	-2.33K
Vanguard Small Cap Index	816.90K	2.42%	8.13K
T. Rowe Price Small-Cap Value	696.50K	2.06%	-
Vanguard Small Cap Value Index Inv	542.29K	1.61%	-5.04K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 23, 2024	THEOBALD STEPHEN P	EVP & Chief Operating Officer	Sell	$102.72K
Aug 23, 2024	THEOBALD STEPHEN P	EVP & Chief Operating Officer	Sell	$412.34K
Aug 23, 2024	THEOBALD STEPHEN P	EVP & Chief Operating Officer	Sell	$766.06K
Aug 23, 2024	THEOBALD STEPHEN P	EVP & Chief Operating Officer	Sell	$41.98K
Aug 23, 2024	THEOBALD STEPHEN P	EVP & Chief Operating Officer	Sell	$148.48K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	5
2024 Q2	-	1
2024 Q1	-	10
2023 Q4	-	12

WD Ownership FAQ

Who Owns Walker & Dunlop?

Walker & Dunlop shareholders are primarily institutional investors at 83.19%, followed by 5.33% insiders and 11.48% retail investors. The average institutional ownership in Walker & Dunlop's industry, Mortgage Stocks, is 59.82%, which Walker & Dunlop exceeds.

Who owns the most shares of Walker & Dunlop?

Walker & Dunlop’s largest shareholders are Blackrock (5.17M shares, 15.67%), Vanguard group (3.78M shares, 11.47%), and Janus henderson group (1.84M shares, 5.57%). Together, they hold 32.70% of Walker & Dunlop’s total shares outstanding.

Does Blackrock own Walker & Dunlop?

Yes, BlackRock owns 15.67% of Walker & Dunlop, totaling 5.17M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 507.34M$. In the last quarter, BlackRock decreased its holdings by -82.461K shares, a -1.57% change.

Who is Walker & Dunlop’s biggest shareholder by percentage of total assets invested?

Nixon capital is Walker & Dunlop’s biggest shareholder by percentage of total assets invested, with 3.95% of its assets in 88.15K Walker & Dunlop shares, valued at 8.66M$.

Who is the top mutual fund holder of Walker & Dunlop shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Walker & Dunlop shares, with 6.14% of its total shares outstanding invested in 2.07M Walker & Dunlop shares.

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