| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $81.7M | +1.1% | 4.350% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $79.8M | +6.5% | 4.248% | 0.01% |
| 6 | Jupiter Topco LLC | 1.2M | $63.4M | — | 3.378% | 0.03% |
| 7 | ALLIANCEBERNSTEIN L.P. | 1.3M | $58.2M | -3.4% | 3.820% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 872K | $47.7M | +5.8% | 2.541% | 0.00% |
| 9 | DEPRINCE RACE & ZOLLO INC | 706K | $38.6M | -3.1% | 2.055% | 0.65% |
| 10 | ROYCE & ASSOCIATES LP | 677K | $37.0M | +8.9% | 1.970% | 0.30% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 671K | $36.7M | +180.0% | 1.955% | 0.01% |
| 12 | JPMORGAN CHASE & CO | 608K | $32.8M | +376.1% | 1.771% | 0.00% |
| 13 | Alyeska Investment Group, L.P. | 555K | $30.4M | +3.7% | 1.618% | 0.08% |
| 14 | MORGAN STANLEY | 541K | $29.6M | +25.4% | 1.577% | 0.00% |
| 15 | AMERIPRISE FINANCIAL INC | 532K | $29.1M | +24.0% | 1.549% | 0.01% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 481K | $26.3M | +0.4% | 1.402% | 0.00% |
| 17 | Erste Asset Management GmbH | 450K | $24.2M | +79.9% | 1.311% | 0.19% |
| 18 | GOLDMAN SACHS GROUP INC | 395K | $21.6M | +192.1% | 1.152% | 0.00% |
| 19 | NORTHERN TRUST CORP | 394K | $21.6M | +9.4% | 1.149% | 0.00% |
| 20 | BANK OF AMERICA CORP /DE/ | 374K | $20.4M | -21.8% | 1.088% | 0.00% |
| 21 | MetLife Investment Management, LLC | 366K | $20.0M | +1914.3% | 1.067% | 0.09% |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | 330K | $18.0M | +391.7% | 0.961% | 0.02% |
| 23 | Russell Investments Group, Ltd. | 261K | $14.3M | +27.1% | 0.760% | 0.01% |
| 24 | Rockefeller Capital Management L.P. | 239K | $13.1M | -0.9% | 0.697% | 0.02% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 226K | $12.3M | +3.3% | 0.657% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WD — a direct measure of their conviction.
| 82.06% |
| 0.53 pp |
| $2.35B |
| 8.8% |
| Q4 2024 | 268 | 0.4% | 82.59% | +2.37 pp | $2.58B | 12% |
| Q3 2024 | 269 | — | 80.22% | — | $2.93B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
46 institutions opened new positions in WD during Q2 2026, while 38 fully exited. 187 added to existing positions and 26 trimmed.
WD institutional ownership rose by 2.70 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 58.8% of all reported 13F value in WD, and the top 25 account for 81.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Walker & Dunlop, Inc. (WD) Institutional Ownership