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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, Q1 2022

Institutional positions in Dream Finders Homes, Inc. as of Mar 31, 2022. 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
81
+22 vs. Q4 2021
Shares held
16.3M
+3.28M (+25.1%) vs. Q4 2021
Total value
$278.9M
+$25.1M (+9.9%) vs. Q4 2021
New holders
27
33 more added
Sold out
5
17 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 81 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 heldQ1 2022: $278.9M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q4 2021.

Institutions holding DFH in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC4,438,593$75.8M0.20%+2,989,140+206.2%Added
Arcus Capital Partners, LLC2,990,257$51.1M18.13%+3,230+0.1%Added
Vanguard Group Inc1,645,474$28.1M0.00%−1,085−0.1%Reduced
Cooke & Bieler LP1,339,947$22.9M0.20%−415,808−23.7%Reduced
Timucuan Asset Management Inc1,215,510$20.8M0.81%+2,535+0.2%Added
Wasatch Advisors Inc1,034,451$17.7M0.09%−143,261−12.2%Reduced
Fenimore Asset Management Inc579,035$9.89M0.24%−2600.0%Reduced
Wells Fargo & Company289,632$4.95M0.00%+289,521+260,829.7%Added
Millennium Management LLC262,705$4.49M0.01%+262,705New
Geode Capital Management, LLC185,741$3.17M0.00%+6,654+3.7%Added
Red Cedar Capital, LLC170,955$2.92M1.76%+1,530+0.9%Added
Susquehanna International Group, LLP128,495$2.19M0.00%+106,168+475.5%Added
Daiwa Securities Group Inc.127,638$2.18M0.01%+86,754+212.2%Added
BlackRock Inc.112,789$1.93M0.00%−1,249−1.1%Reduced
Anchor Capital Advisors LLC107,906$1.84M0.04%+23,600+28.0%Added
HRT Financial LP92,586$1.58M0.01%+75,174+431.7%Added
Charles Schwab Investment Management Inc91,690$1.57M0.00%+2,170+2.4%Added
Goldman Sachs Group Inc85,293$1.46M0.00%+43,817+105.6%Added
Qube Research & Technologies Ltd77,706$1.33M0.01%+6,151+8.6%Added
ExodusPoint Capital Management, LP73,755$1.26M0.02%+50,750+220.6%Added
Citigroup Inc70,155$1.20M0.00%+27,149+63.1%Added
State Street Corp67,153$1.15M0.00%+3,236+5.1%Added
Bank of New York Mellon Corp58,685$1.00M0.00%+4,776+8.9%Added
Cubist Systematic Strategies, LLC57,629$984.0K0.01%+42,129+271.8%Added
TownSquare Capital, LLC55,666$951.0K0.02%+55,666New
Morgan Stanley52,639$899.0K0.00%−48,688−48.1%Reduced
Stifel Financial Corp51,225$875.0K0.00%+51,225New
Squarepoint Ops LLC48,593$830.0K0.01%+48,593New
Intrepid Capital Management Inc47,100$804.0K0.48%+12,100+34.6%Added
Swiss National Bank42,000$717.0K0.00%+2,900+7.4%Added
Rehmann Capital Advisory Group39,591$676.2K0.06%+4,327+12.3%Added
Azzad Asset Management Inc39,104$667.9K0.10%+39,104New
Northern Trust Corp35,882$613.0K0.00%−1,001−2.7%Reduced
Elgethun Capital Management34,667$592.0K0.20%+25,000+258.6%Added
SEI Investments Co33,162$566.0K0.00%+22,792+219.8%Added
Cannon Global Investment Management, LLC32,684$558.0K0.40%+32,684New
Neuberger Berman Group LLC32,025$547.0K0.00%+32,025New
First Trust Advisors LP27,728$474.0K0.00%−1,609−5.5%Reduced
LMR Partners LLP24,086$411.0K0.01%+8,287+52.5%Added
EMC Capital Management22,822$396.0K0.28%−31,575−58.0%Reduced
Citadel Advisors LLC22,379$382.0K0.00%−97,584−81.3%Reduced
M&T Bank Corp21,951$375.0K0.00%+21,951New
Occudo Quantitative Strategies LP20,927$357.0K0.03%−105−0.5%Reduced
Jane Street Group, LLC20,069$343.0K0.00%+20,069New
Humankind Investments LLC19,458$332.0K0.14%+19,458New
Ergoteles LLC19,000$325.0K0.01%+19,000New
Avestar Capital, LLC18,262$312.0K0.06%+18,262New
Shell Asset Management Co15,968$273.0K0.01%−2,367−12.9%Reduced
Balyasny Asset Management LLC15,998$273.0K0.00%+15,998New
Credit Suisse AG15,724$269.0K0.00%+5,008+46.7%Added
Titleist Asset Management, Ltd.15,361$262.0K0.05%−18,065−54.0%Reduced
Kingfisher Capital LLC15,020$257.0K0.07%−1,117−6.9%Reduced
California State Teachers Retirement System15,068$257.0K0.00%+63+0.4%Added
Baker Tilly Wealth Management, LLC14,747$252.0K0.03%+14,747New
US Bancorp14,675$251.0K0.00%+14,675New
Victory Capital Management Inc14,376$249.0K0.00%+14,376New
Weiss Asset Management LP13,700$234.0K0.01%+13,700New
Truist Financial Corp13,473$230.0K0.00%+2,981+28.4%Added
Boothbay Fund Management, LLC13,061$223.0K0.01%+13,061New
Cacti Asset Management LLC12,500$218.0K0.02%00.0%Unchanged
Jump Financial, LLC12,766$218.0K0.01%+12,766New
Royal Bank of Canada12,535$214.0K0.00%+5,184+70.5%Added
Mirabella Financial Services LLP11,932$204.0K0.02%+11,932New
Fifth Lane Capital, LP11,265$192.0K0.12%+11,265New
Bank of America Corp5,467$94.0K0.00%+2,623+92.2%Added
IFP Advisors, Inc3,750$78.0K0.00%+2,500+200.0%Added
Legal & General Group Plc3,315$57.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,856$49.0K0.00%+1,706+148.3%Added
BDO Wealth Advisors, LLC2,788$48.0K0.01%−2,789−50.0%Reduced
UBS Group AG1,171$20.0K0.00%−406−25.7%Reduced
Spire Wealth Management1,195$20.0K0.00%+1,195New
Adirondack Trust Co615$10.0K0.00%+325+112.1%Added
National Bank of Canada500$9.00K0.00%+500New
Wolff Wiese Magana LLC508$9.00K0.01%+508New
Tower Research Capital LLC (TRC)465$8.00K0.00%+46+11.0%Added
Ovata Capital Management Ltd400$7.00K0.00%+400New
Steward Partners Investment Advisory, LLC224$4.00K0.00%+224New
Federation des caisses Desjardins du Quebec200$3.42K0.00%00.0%Unchanged
JPMorgan Chase & Co77$1.00K0.00%−12,306−99.4%Reduced
Cypress Capital Management LLC (WY)50$1.00K0.00%00.0%Unchanged
Barclays PLC82$1.00K0.00%+82New
Thompson Siegel & Walmsley LLC0$00.00%−326,041−100.0%Sold out
FMR LLC0$00.00%−223,204−100.0%Sold out
Simplex Trading, LLC0$00.00%−652−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−13−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−15−100.0%Sold out
Carroll Financial Associates, Inc.––––Not filed