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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, Q4 2021

Institutional positions in Dream Finders Homes, Inc. as of Dec 31, 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
60
+12 vs. Q3 2021
Shares held
13.0M
−1.35M (−9.4%) vs. Q3 2021
Total value
$253.8M
+$4.29M (+1.7%) vs. Q3 2021
New holders
23
22 more added
Sold out
11
8 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 60 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 heldQ4 2021: $253.8M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q3 2021.

Institutions holding DFH in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arcus Capital Partners, LLC2,987,027$58.1M19.69%+236,083+8.6%Added
Cooke & Bieler LP1,755,755$34.1M0.29%+249,793+16.6%Added
Vanguard Group Inc1,646,559$32.0M0.00%+168,905+11.4%Added
Kayne Anderson Rudnick Investment Management LLC1,449,453$28.2M0.06%+1,449,453New
Timucuan Asset Management Inc1,212,975$23.6M0.87%+5,675+0.5%Added
Wasatch Advisors Inc1,177,712$22.9M0.09%+181,426+18.2%Added
Fenimore Asset Management Inc579,295$11.3M0.25%+100,485+21.0%Added
Thompson Siegel & Walmsley LLC326,041$6.34M0.09%−81,218−19.9%Reduced
FMR LLC223,204$4.34M0.00%+206,404+1,228.6%Added
Geode Capital Management, LLC179,087$3.48M0.00%+60,080+50.5%Added
Red Cedar Capital, LLC169,425$3.29M1.88%+1,365+0.8%Added
Citadel Advisors LLC119,963$2.33M0.00%+35,172+41.5%Added
BlackRock Inc.114,038$2.22M0.00%+75,141+193.2%Added
Morgan Stanley101,327$1.97M0.00%+67,775+202.0%Added
Charles Schwab Investment Management Inc89,520$1.74M0.00%+1,674+1.9%Added
Anchor Capital Advisors LLC84,306$1.64M0.03%+84,306New
Qube Research & Technologies Ltd71,555$1.39M0.01%+54,865+328.7%Added
State Street Corp63,917$1.24M0.00%+29,017+83.1%Added
EMC Capital Management54,397$1.06M0.57%+4,281+8.5%Added
Bank of New York Mellon Corp53,909$1.05M0.00%+53,909New
Citigroup Inc43,006$836.0K0.00%+43,006New
Goldman Sachs Group Inc41,476$807.0K0.00%+12,963+45.5%Added
Daiwa Securities Group Inc.40,884$795.0K0.00%+40,884New
Swiss National Bank39,100$760.0K0.00%+39,100New
Northern Trust Corp36,883$717.0K0.00%+5,463+17.4%Added
Rehmann Capital Advisory Group35,264$685.9K0.06%00.0%Unchanged
Intrepid Capital Management Inc35,000$681.0K0.35%00.0%Unchanged
Titleist Asset Management, Ltd.33,426$650.0K0.13%+33,426New
First Trust Advisors LP29,337$571.0K0.00%+3,625+14.1%Added
ExodusPoint Capital Management, LP23,005$447.0K0.01%+23,005New
Susquehanna International Group, LLP22,327$434.0K0.00%−8,881−28.5%Reduced
Occudo Quantitative Strategies LP21,032$409.0K0.04%+21,032New
Shell Asset Management Co18,335$357.0K0.01%+18,335New
HRT Financial LP17,412$338.0K0.00%+17,412New
Kingfisher Capital LLC16,137$314.0K0.07%−86,519−84.3%Reduced
LMR Partners LLP15,799$307.0K0.00%+15,799New
Cubist Systematic Strategies, LLC15,500$301.0K0.00%−3,800−19.7%Reduced
California State Teachers Retirement System15,005$292.0K0.00%+15,005New
Cacti Asset Management LLC12,500$243.0K0.02%00.0%Unchanged
JPMorgan Chase & Co12,383$241.0K0.00%+12,383New
Credit Suisse AG10,716$209.0K0.00%+10,716New
Truist Financial Corp10,492$204.0K0.00%+10,492New
SEI Investments Co10,370$202.0K0.00%+10,370New
Elgethun Capital Management9,667$188.0K0.07%+9,667New
Royal Bank of Canada7,351$142.0K0.00%+1,900+34.9%Added
BDO Wealth Advisors, LLC5,577$108.0K0.01%+5,577New
Legal & General Group Plc3,315$64.0K0.00%+3,315New
Bank of America Corp2,844$55.0K0.00%+2,844New
UBS Group AG1,577$31.0K0.00%+1,473+1,416.3%Added
IFP Advisors, Inc1,250$24.0K0.00%+50+4.2%Added
Advisor Group Holdings, Inc.1,150$22.0K0.00%−200−14.8%Reduced
Simplex Trading, LLC652$12.0K0.00%−1,465−69.2%Reduced
Tower Research Capital LLC (TRC)419$8.00K0.00%−2,245−84.3%Reduced
Adirondack Trust Co290$6.00K0.00%+290New
Federation des caisses Desjardins du Quebec200$3.89K0.00%00.0%Unchanged
Wells Fargo & Company111$2.00K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)50$1.00K0.00%−400−88.9%Reduced
Carroll Financial Associates, Inc.35$00.00%00.0%Unchanged
Point72 Hong Kong Ltd13$00.00%00.0%Unchanged
Cornerstone Advisory, LLC15$00.00%+15New
AXS Investments LLC0$00.00%−2,750,944−100.0%Sold out
Federated Hermes, Inc.0$00.00%−1,100,000−100.0%Sold out
Magnolia Group, LLC0$00.00%−600,000−100.0%Sold out
Ergoteles LLC0$00.00%−28,966−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−24,601−100.0%Sold out
Millennium Management LLC0$00.00%−23,025−100.0%Sold out
Jane Street Group, LLC0$00.00%−17,430−100.0%Sold out
Synovus Financial Corp0$00.00%−16,000−100.0%Sold out
Biltmore Family Office, LLC0$00.00%−14,000−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−11,368−100.0%Sold out
Islay Capital Management, LLC0$00.00%−4,879−100.0%Sold out
Marshall Wace North America L.P.––––Not filed