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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 2022

Institutional positions in Dream Finders Homes, Inc. as of Dec 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
92
+5 vs. Q3 2022
Shares held
19.3M
+61.8K (+0.3%) vs. Q3 2022
Total value
$167.2M
−$36.6M (−18.0%) vs. Q3 2022
New holders
18
23 more added
Sold out
13
32 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 92 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: 95 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 2022: $167.2M
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 202395$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 2022

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q3 2022.

Institutions holding DFH in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd6$00.00%+4+200.0%Added
Farther Finance Advisors, LLC5$430.00%+5New
Dark Forest Capital Management LP11$950.00%+11New
Lindbrook Capital, LLC18$1560.00%−115−86.5%Reduced
Cypress Capital Management LLC (WY)50$4330.00%00.0%Unchanged
Fifth Third Bancorp93$8050.00%+93New
CWM, LLC121$1.00K0.00%−958−88.8%Reduced
FMR LLC128$1.11K0.00%−686−84.3%Reduced
Federation des caisses Desjardins du Quebec200$1.73K0.00%00.0%Unchanged
Colonial Trust Advisors347$3.00K0.00%+347New
National Bank of Canada500$4.33K0.00%00.0%Unchanged
First Horizon Advisors, Inc.539$4.67K0.00%00.0%Unchanged
Adirondack Trust Co615$5.33K0.00%00.0%Unchanged
Citigroup Inc625$5.41K0.00%−216−25.7%Reduced
Allspring Global Investments Holdings, LLC945$8.18K0.00%−21−2.2%Reduced
Evermay Wealth Management LLC1,000$8.66K0.00%+1,000New
UBS Group AG1,294$11.2K0.00%−250−16.2%Reduced
Tower Research Capital LLC (TRC)1,278$12.0K0.00%−5,908−82.2%Reduced
Metropolitan Life Insurance Co1,460$12.6K0.00%00.0%Unchanged
Spire Wealth Management1,492$13.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,572$17.4K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC2,788$24.1K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,222$28.0K0.00%00.0%Unchanged
Amalgamated Bank3,363$29.0K0.00%00.0%Unchanged
Advisory Services Network, LLC3,935$34.1K0.00%+3,935New
IFP Advisors, Inc2,500$52.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC7,100$61.0K0.00%+7,100New
Legal & General Group Plc7,273$63.0K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.7,409$65.0K0.00%−340−4.4%Reduced
Deutsche Bank AG9,341$80.9K0.00%+141+1.5%Added
American International Group, Inc.9,912$85.8K0.00%−37−0.4%Reduced
Shell Asset Management Co10,572$92.0K0.00%−2,087−16.5%Reduced
Jane Street Group, LLC10,831$93.8K0.00%+10,831New
UBS Asset Management Americas Inc11,457$99.2K0.00%+11,457New
Credit Suisse AG11,918$103.2K0.00%−162−1.3%Reduced
MetLife Investment Management12,580$108.9K0.00%00.0%Unchanged
Squarepoint Ops LLC13,286$115.1K0.00%+13,286New
Precision Wealth Strategies, LLC13,311$115.3K0.12%−181−1.3%Reduced
Delphia (USA) Inc.13,937$120.7K0.14%+13,937New
Kingfisher Capital LLC14,828$128.0K0.03%−192−1.3%Reduced
New York State Common Retirement Fund14,971$129.6K0.00%−29−0.2%Reduced
D. E. Shaw & Co., Inc.15,046$130.3K0.00%+15,046New
Corton Capital Inc.15,169$131.4K0.11%+15,169New
Eschler Asset Management LLP15,385$133.2K0.25%+15,385New
Baker Tilly Wealth Management, LLC15,567$134.8K0.02%−1,891−10.8%Reduced
US Bancorp17,652$152.9K0.00%−74−0.4%Reduced
Paradigm Asset Management Co LLC17,700$153.3K0.04%+7,000+65.4%Added
Royal Bank of Canada18,432$159.0K0.00%+11,584+169.2%Added
Jump Financial, LLC18,807$162.9K0.01%+18,807New
Occudo Quantitative Strategies LP21,796$188.8K0.02%+21,796New
PDT Partners, LLC23,025$199.4K0.03%−10,815−32.0%Reduced
M&T Bank Corp23,077$199.8K0.00%−2,471−9.7%Reduced
Quent Capital, LLC23,836$206.4K0.04%00.0%Unchanged
California State Teachers Retirement System25,257$218.7K0.00%+267+1.1%Added
Victory Capital Management Inc25,954$224.8K0.00%+12,666+95.3%Added
Rhumbline Advisers26,295$228.0K0.00%+832+3.3%Added
Morgan Stanley32,206$278.9K0.00%−19,802−38.1%Reduced
Neuberger Berman Group LLC33,060$286.3K0.00%−5,899−15.1%Reduced
Invesco Ltd.36,725$318.0K0.00%+24,558+201.8%Added
Rehmann Capital Advisory Group39,591$342.9K0.04%00.0%Unchanged
AQR Capital Management LLC44,267$383.4K0.00%+44,267New
Swiss National Bank45,700$395.8K0.00%00.0%Unchanged
Stifel Financial Corp47,119$408.1K0.00%−10,303−17.9%Reduced
JPMorgan Chase & Co47,255$410.0K0.00%−6,382−11.9%Reduced
First Trust Advisors LP51,761$448.3K0.00%−3,596−6.5%Reduced
Renaissance Technologies LLC70,145$607.0K0.00%+70,145New
Truist Financial Corp71,838$622.1K0.00%00.0%Unchanged
TownSquare Capital, LLC88,262$764.3K0.02%+20,691+30.6%Added
Anchor Capital Advisors LLC88,493$766.3K0.02%+1,115+1.3%Added
Nuveen Asset Management, LLC102,208$885.0K0.00%+29,560+40.7%Added
SEI Investments Co102,541$888.0K0.00%+40,500+65.3%Added
Citadel Advisors LLC118,196$1.02M0.00%+85,096+257.1%Added
Bank of New York Mellon Corp133,350$1.15M0.00%+26,523+24.8%Added
Daiwa Securities Group Inc.138,728$1.20M0.01%00.0%Unchanged
Charles Schwab Investment Management Inc152,184$1.32M0.00%+2,764+1.8%Added
Goldman Sachs Group Inc163,603$1.42M0.00%+33,308+25.6%Added
Red Cedar Capital, LLC167,135$1.45M0.92%−3,812−2.2%Reduced
Northern Trust Corp180,769$1.57M0.00%−420−0.2%Reduced
Bank of America Corp200,992$1.74M0.00%+143,848+251.7%Added
Elgethun Capital Management232,309$2.12M0.77%−4,043−1.7%Reduced
Millennium Management LLC278,323$2.41M0.00%+27,863+11.1%Added
State Street Corp282,685$2.45M0.00%+17,078+6.4%Added
Wells Fargo & Company284,856$2.47M0.00%−26,732−8.6%Reduced
Geode Capital Management, LLC381,630$3.30M0.00%+9,822+2.6%Added
Fenimore Asset Management Inc609,662$5.28M0.14%+10,262+1.7%Added
Wasatch Advisors Inc772,773$6.69M0.05%−31,885−4.0%Reduced
Timucuan Asset Management Inc882,669$7.64M0.33%−332,841−27.4%Reduced
BlackRock Inc.1,080,143$9.35M0.00%+60,443+5.9%Added
Cooke & Bieler LP1,300,513$11.3M0.11%−3,780−0.3%Reduced
Vanguard Group Inc1,839,414$15.9M0.00%+26,082+1.4%Added
Arcus Capital Partners, LLC2,928,916$25.4M10.14%−117,370−3.9%Reduced
Kayne Anderson Rudnick Investment Management LLC5,760,702$49.9M0.16%−76,080−1.3%Reduced
Marshall Wace, LLP0$00.00%−65,899−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−26,526−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−15,506−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−11,200−100.0%Sold out
Riverview Trust Co0$00.00%−1,145−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−1,023−100.0%Sold out
Barclays PLC0$00.00%−888−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−500−100.0%Sold out