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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, Q3 2021

Institutional positions in Dream Finders Homes, Inc. as of Sep 30, 2021. 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
49
+2 vs. Q2 2021
Shares held
14.4M
+6.41M (+80.0%) vs. Q2 2021
Total value
$249.7M
+$54.1M (+27.7%) vs. Q2 2021
New holders
12
22 more added
Sold out
10
6 more reduced

Compare with Q2 2021: 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 holdersQ3 2021: 49 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: 196 institutionsQ2 2025: 200 institutionsQ3 2025: 197 institutionsQ4 2025: 191 institutionsQ1 2026: 192 institutionsQ2 2026: 206 institutions
Value heldQ3 2021: $249.7M
Q1 2021: $156.1MQ2 2021: $195.6MQ3 2021: $249.7MQ4 2021: $253.8MQ1 2022: $278.9MQ2 2022: $191.5MQ3 2022: $203.8MQ4 2022: $167.2MQ1 2023: $256.7MQ2 2023: $509.1MQ3 2023: $487.1MQ4 2023: $819.2MQ1 2024: $1.03BQ2 2024: $592.3MQ3 2024: $933.1MQ4 2024: $779.4MQ1 2025: $698.7MQ2 2025: $781.9MQ3 2025: $790.7MQ4 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$790.7M
Q2 2025200$781.9M
Q1 2025196$698.7M
Q4 2024191$779.4M
Q3 2024195$933.1M
Q2 2024184$592.3M
Q1 2024212$1.03B
Q4 2023183$819.2M
Q3 2023138$487.1M
Q2 2023110$509.1M
Q1 202394$256.7M
Q4 202292$167.2M
Q3 202288$203.8M
Q2 202282$191.5M
Q1 202281$278.9M
Q4 202160$253.8M
Q3 202149$249.7M
Q2 202147$195.6M
Q1 202145$156.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q2 2021.

Institutions holding DFH in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arcus Capital Partners, LLC2,750,944$47.7M17.88%+2,547,994+1,255.5%Added
AXS Investments LLC2,750,944$47.7M17.88%+2,750,944New
Cooke & Bieler LP1,505,962$26.1M0.24%+1,505,962New
Vanguard Group Inc1,477,654$25.6M0.00%+64,139+4.5%Added
Timucuan Asset Management Inc1,207,300$20.9M0.81%+869,159+257.0%Added
Federated Hermes, Inc.1,100,000$19.1M0.04%00.0%Unchanged
Wasatch Advisors Inc996,286$17.3M0.07%+65,506+7.0%Added
Magnolia Group, LLC600,000$10.4M1.18%−1,400,000−70.0%Reduced
Fenimore Asset Management Inc478,810$8.30M0.20%+88,160+22.6%Added
Thompson Siegel & Walmsley LLC407,259$7.06M0.10%+407,259New
Red Cedar Capital, LLC168,060$2.91M1.79%+49,829+42.1%Added
Geode Capital Management, LLC119,007$2.06M0.00%+16,781+16.4%Added
Kingfisher Capital LLC102,656$1.78M0.46%+1,838+1.8%Added
Charles Schwab Investment Management Inc87,846$1.52M0.00%+39,290+80.9%Added
Citadel Advisors LLC84,791$1.47M0.00%+46,334+120.5%Added
EMC Capital Management50,116$795.0K0.44%+4,180+9.1%Added
BlackRock Inc.38,897$674.0K0.00%−45,426−53.9%Reduced
Rehmann Capital Advisory Group35,264$611.1K0.06%+23,000+187.5%Added
Intrepid Capital Management Inc35,000$607.0K0.30%00.0%Unchanged
State Street Corp34,900$605.0K0.00%+1,700+5.1%Added
Morgan Stanley33,552$581.0K0.00%+9,969+42.3%Added
Northern Trust Corp31,420$545.0K0.00%+11,119+54.8%Added
Susquehanna International Group, LLP31,208$541.0K0.00%+12,435+66.2%Added
Ergoteles LLC28,966$502.0K0.02%+28,966New
Goldman Sachs Group Inc28,513$494.0K0.00%+2,310+8.8%Added
First Trust Advisors LP25,712$446.0K0.00%+25,712New
D. E. Shaw & Co., Inc.24,601$426.0K0.00%−6,746−21.5%Reduced
Millennium Management LLC23,025$399.0K0.00%−48,541−67.8%Reduced
Cubist Systematic Strategies, LLC19,300$334.0K0.00%+19,300New
Jane Street Group, LLC17,430$302.0K0.00%+17,430New
FMR LLC16,800$291.0K0.00%+16,800New
Qube Research & Technologies Ltd16,690$289.0K0.00%+16,690New
Synovus Financial Corp16,000$277.0K0.00%+1,000+6.7%Added
Biltmore Family Office, LLC14,000$243.0K0.06%00.0%Unchanged
Cacti Asset Management LLC12,500$217.0K0.02%00.0%Unchanged
Jacobi Capital Management LLC11,368$197.0K0.03%−160−1.4%Reduced
Marshall Wace North America L.P.10,784$187.0K0.00%+10,784New
Royal Bank of Canada5,451$94.0K0.00%+2,051+60.3%Added
Islay Capital Management, LLC4,879$85.0K0.07%+101+2.1%Added
Simplex Trading, LLC2,117$50.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,664$46.0K0.00%+2,264+566.0%Added
Advisor Group Holdings, Inc.1,350$23.0K0.00%00.0%Unchanged
IFP Advisors, Inc1,200$20.0K0.00%+1,100+1,100.0%Added
Cypress Capital Management LLC (WY)450$8.00K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec200$3.47K0.00%+200New
Wells Fargo & Company111$2.00K0.00%−10,853−99.0%Reduced
UBS Group AG104$2.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.35$00.00%00.0%Unchanged
Point72 Hong Kong Ltd13$00.00%+13New
Philadelphia Financial Management of San Francisco, LLC0$00.00%−354,486−100.0%Sold out
Invesco Ltd.0$00.00%−317,842−100.0%Sold out
Renaissance Technologies LLC0$00.00%−25,200−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−14,247−100.0%Sold out
Eaton Vance Management0$00.00%−10,900−100.0%Sold out
Truist Financial Corp0$00.00%−9,696−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−8,254−100.0%Sold out
Group One Trading, L.P.0$00.00%−835−100.0%Sold out
JPMorgan Chase & Co0$00.00%−306−100.0%Sold out
Signaturefd, LLC0$00.00%−100−100.0%Sold out