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Dream Finders Homes, Inc.

DFH
Exchange
NYSE
Industry
Operative Builders
SEC CIK
0001825088

In the last 90 days, Dream Finders Homes, Inc. insiders filed 5 open-market purchases and 0 sales; 206 institutions reported holding it in 13F filings for Q2 2026, worth $535.3M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Dream Finders Homes, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
206
+17 vs. Q1 2026
Shares held
31.0M
+2.49M (+8.7%) vs. Q1 2026
Total value
$535.3M
+$138.1M (+34.8%) vs. Q1 2026
New holders
46
79 more added
Sold out
29
53 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DFH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 206 institutions
Q1 2021: 45 institutionsQ2 2021: 47 institutionsQ3 2021: 49 institutionsQ4 2021: 60 institutionsQ1 2022: 81 institutionsQ2 2022: 82 institutionsQ3 2022: 88 institutionsQ4 2022: 92 institutionsQ1 2023: 94 institutionsQ2 2023: 110 institutionsQ3 2023: 138 institutionsQ4 2023: 183 institutionsQ1 2024: 212 institutionsQ2 2024: 184 institutionsQ3 2024: 195 institutionsQ4 2024: 191 institutionsQ1 2025: 197 institutionsQ2 2025: 200 institutionsQ3 2025: 197 institutionsQ4 2025: 191 institutionsQ1 2026: 192 institutionsQ2 2026: 206 institutions
Value heldQ2 2026: $535.3M
Q1 2021: $156.1MQ2 2021: $195.6MQ3 2021: $249.7MQ4 2021: $254.2MQ1 2022: $278.9MQ2 2022: $191.5MQ3 2022: $203.8MQ4 2022: $167.2MQ1 2023: $257.7MQ2 2023: $509.1MQ3 2023: $487.1MQ4 2023: $824.8MQ1 2024: $1.05BQ2 2024: $593.7MQ3 2024: $933.5MQ4 2024: $780.2MQ1 2025: $699.6MQ2 2025: $783.9MQ3 2025: $791.1MQ4 2025: $500.4MQ1 2026: $423.8MQ2 2026: $535.3M
Institutions holding DFH and their total value by quarter
QuarterHoldersValue
Q2 2026206$535.3M
Q1 2026192$423.8M
Q4 2025191$500.4M
Q3 2025197$791.1M
Q2 2025200$783.9M
Q1 2025197$699.6M
Q4 2024191$780.2M
Q3 2024195$933.5M
Q2 2024184$593.7M
Q1 2024212$1.05B
Q4 2023183$824.8M
Q3 2023138$487.1M
Q2 2023110$509.1M
Q1 202394$257.7M
Q4 202292$167.2M
Q3 202288$203.8M
Q2 202282$191.5M
Q1 202281$278.9M
Q4 202160$254.2M
Q3 202149$249.7M
Q2 202147$195.6M
Q1 202145$156.1M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q1 2026.

Institutions holding DFH in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,811,957$83.1M0.00%+138,528+3.0%Added
Kayne Anderson Rudnick Investment Management LLC3,072,095$53.0M0.16%−1,196,285−28.0%Reduced
Jupiter Topco LLC1,922,596$33.2M0.01%+1,922,596New
Cooke & Bieler LP1,870,801$32.3M0.37%−908,201−32.7%Reduced
State Street Corp1,709,676$29.5M0.00%+19,800+1.2%Added
Dimensional Fund Advisors LP1,546,957$26.7M0.00%+97,649+6.7%Added
Vanguard Portfolio Management LLC1,464,130$25.3M0.00%−4,397−0.3%Reduced
Vanguard Capital Management LLC1,206,150$20.8M0.00%−37,022−3.0%Reduced
Elgethun Capital Management819,406$14.1M1.97%+314,028+62.1%Added
Geode Capital Management, LLC729,022$12.6M0.00%+10,431+1.5%Added
Morgan Stanley642,733$11.1M0.00%+295,866+85.3%Added
Invesco Ltd.545,748$9.42M0.00%+48,021+9.6%Added
Charles Schwab Investment Management Inc481,915$8.32M0.00%+66,902+16.1%Added
Point72 Asset Management, L.P.457,332$7.89M0.01%+396,803+655.6%Added
UBS Group AG377,592$6.52M0.00%+158,951+72.7%Added
Mount Yale Investment Advisors, LLC344,821$5.95M0.11%+250.0%Added
Vestmark Advisory Solutions, Inc.344,796$5.95M0.06%00.0%Unchanged
Goldman Sachs Group Inc344,649$5.95M0.00%+32,911+10.6%Added
HRT Financial LP334,616$5.78M0.01%+88,247+35.8%Added
BNP Paribas Arbitrage, SA334,191$5.77M0.00%+213,360+176.6%Added
Denali Advisors LLC321,182$5.54M0.56%−17,100−5.1%Reduced
Wells Fargo & Company317,819$5.49M0.00%−11,859−3.6%Reduced
Ameriprise Financial Inc307,261$5.30M0.00%−33,609−9.9%Reduced
Bank of America Corp295,229$5.10M0.00%+149,110+102.0%Added
Northern Trust Corp292,367$5.05M0.00%+17,508+6.4%Added
AQR Capital Management LLC282,895$4.88M0.00%+232,716+463.8%Added
Arcus Capital Partners, LLC276,258$4.77M1.97%−199,024−41.9%Reduced
JPMorgan Chase & Co267,380$4.65M0.00%+254,738+2,015.0%Added
Marshall Wace, LLP251,026$4.33M0.00%−248,561−49.8%Reduced
Jump Financial, LLC202,363$3.49M0.03%+187,418+1,254.1%Added
Jane Street Group, LLC197,830$3.41M0.00%+66,272+50.4%Added
Creative Planning185,926$3.21M0.00%+121,591+189.0%Added
Vanguard Fiduciary Trust Co180,800$3.12M0.00%−19,310−9.6%Reduced
Bretton Capital Management, LLC170,500$2.94M2.35%00.0%Unchanged
Bank of New York Mellon Corp164,146$2.83M0.00%+12,166+8.0%Added
Rockefeller Capital Management L.P.153,068$2.64M0.00%+6,622+4.5%Added
Citadel Advisors LLC147,493$2.55M0.00%+70,365+91.2%Added
Nuveen, LLC140,506$2.43M0.00%+62,990+81.3%Added
Numerai GP LLC137,648$2.38M0.19%+137,648New
Principal Financial Group Inc133,998$2.31M0.00%−5,946−4.2%Reduced
Walleye Capital LLC133,157$2.30M0.01%+133,157New
CastleKnight Management LP126,700$2.19M0.08%+126,700New
Tudor Investment Corp Et Al117,493$2.03M0.01%+65,391+125.5%Added
New York State Common Retirement Fund100,504$1.73M0.00%−700−0.7%Reduced
Public Sector Pension Investment Board95,201$1.64M0.00%−7,567−7.4%Reduced
Quantinno Capital Management LP94,437$1.63M0.00%+45,367+92.5%Added
SEI Investments Co92,767$1.60M0.00%−71,610−43.6%Reduced
Deutsche Bank AG88,296$1.52M0.00%+1,177+1.4%Added
Balyasny Asset Management LLC82,105$1.42M0.00%−27,361−25.0%Reduced
Barclays PLC81,704$1.41M0.00%+35,658+77.4%Added
D. E. Shaw & Co., Inc.78,244$1.35M0.00%+41,488+112.9%Added
SummitTX Capital, L.P.74,861$1.29M0.03%+22,231+42.2%Added
Squarepoint Ops LLC73,521$1.27M0.00%−19,751−21.2%Reduced
Rhumbline Advisers69,674$1.20M0.00%−10,726−13.3%Reduced
Jackson Square Capital, LLC69,500$1.20M0.17%00.0%Unchanged
Envestnet Asset Management Inc69,168$1.19M0.00%−16,781−19.5%Reduced
Legal & General Group Plc68,336$1.18M0.00%+1,724+2.6%Added
National Bank of Canada66,796$1.15M0.00%+32,404+94.2%Added
Citigroup Inc66,503$1.15M0.00%+12,135+22.3%Added
Millennium Management LLC62,006$1.07M0.00%−50,124−44.7%Reduced
Quantbot Technologies LP58,397$1.01M0.04%+55,111+1,677.1%Added
Swiss National Bank55,400$956.2K0.00%00.0%Unchanged
Susquehanna International Group, LLP54,586$942.2K0.00%+21,346+64.2%Added
Campbell & CO Investment Adviser LLC54,488$940.5K0.05%+41,365+315.2%Added
Rafferty Asset Management, LLC52,936$913.7K0.00%+12,092+29.6%Added
Daiwa Securities Group Inc.49,864$860.7K0.00%−8,653−14.8%Reduced
American Century Companies Inc47,340$817.1K0.00%−3,731−7.3%Reduced
Allstate Corp43,592$752.4K0.01%+16,100+58.6%Added
Raymond James Financial Inc42,759$738.0K0.00%+219+0.5%Added
VARCOV Co.42,323$730.5K0.28%+42,323New
Engineers Gate Manager LP38,659$667.3K0.01%+38,659New
M&T Bank Corp38,283$660.8K0.00%+15,625+69.0%Added
Schonfeld Strategic Advisors LLC37,389$645.3K0.00%+37,389New
Russell Investments Group, Ltd.34,958$603.4K0.00%+30,180+631.6%Added
UBS Asset Management Americas Inc33,108$571.4K0.00%−4,313−11.5%Reduced
FMR LLC30,259$522.3K0.00%+23,058+320.2%Added
Prudential Financial Inc29,675$512.2K0.00%00.0%Unchanged
Algert Global LLC26,620$459.5K0.01%+26,620New
Handelsbanken Fonder AB26,600$459.0K0.00%+12,400+87.3%Added
Stifel Financial Corp25,684$443.3K0.00%−12,912−33.5%Reduced
California State Teachers Retirement System25,616$442.1K0.00%−946−3.6%Reduced
Mercer Global Advisors Inc25,316$437.0K0.00%+25,316New
Alliancebernstein L.P.30,280$421.5K0.00%+16,400+118.2%Added
Aquatic Capital Management LLC24,113$416.2K0.01%+24,113New
Quent Capital, LLC23,836$411.4K0.03%00.0%Unchanged
Price T Rowe Associates Inc23,625$408.0K0.00%+3,288+16.2%Added
Integrated Wealth Concepts LLC23,201$400.4K0.00%+415+1.8%Added
Caxton Associates LLP21,956$379.0K0.01%−4,977−18.5%Reduced
Two Sigma Investments, LP20,201$348.7K0.00%+20,201New
JustInvest LLC20,044$346.0K0.00%+20,044New
Thrivent Financial for Lutherans18,205$314.0K0.00%−967−5.0%Reduced
Schroder Investment Management Group17,376$302.3K0.00%+17,376New
Penserra Capital Management LLC17,260$297.0K0.00%+3,580+26.2%Added
MetLife Investment Management17,182$296.6K0.00%00.0%Unchanged
Illinois Municipal Retirement Fund17,137$295.8K0.00%−624−3.5%Reduced
Vanguard Asset Management, Ltd16,564$285.9K0.00%00.0%Unchanged
Evergreen Capital Management LLC15,906$274.5K0.00%+15,906New
Callan Family Office, LLC14,439$249.2K0.00%−6,203−30.1%Reduced
Dark Forest Capital Management LP13,903$240.0K0.02%−13,123−48.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.13,075$225.7K0.00%−1,103−7.8%Reduced