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 2023
Institutional positions in Dream Finders Homes, Inc. as of Jun 30, 2023. 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
- 110
- +15 vs. Q1 2023
- Shares held
- 20.7M
- +1.34M (+6.9%) vs. Q1 2023
- Total value
- $509.1M
- +$252.4M (+98.3%) vs. Q1 2023
- New holders
- 29
- 39 more added
- Sold out
- 14
- 24 more reduced
Compare with Q1 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 206 | $535.3M |
| Q1 2026 | 192 | $423.8M |
| Q4 2025 | 191 | $500.4M |
| Q3 2025 | 197 | $790.7M |
| Q2 2025 | 200 | $781.9M |
| Q1 2025 | 196 | $698.7M |
| Q4 2024 | 191 | $779.4M |
| Q3 2024 | 195 | $933.1M |
| Q2 2024 | 184 | $592.3M |
| Q1 2024 | 212 | $1.03B |
| Q4 2023 | 183 | $819.2M |
| Q3 2023 | 138 | $487.1M |
| Q2 2023 | 110 | $509.1M |
| Q1 2023 | 95 | $256.7M |
| Q4 2022 | 92 | $167.2M |
| Q3 2022 | 88 | $203.8M |
| Q2 2022 | 82 | $191.5M |
| Q1 2022 | 81 | $278.9M |
| Q4 2021 | 60 | $253.8M |
| Q3 2021 | 49 | $249.7M |
| Q2 2021 | 47 | $195.6M |
| Q1 2021 | 45 | $156.1M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 21 | $0 | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 5 | $123 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12 | $295 | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 16 | $393 | 0.00% | +16 | New |
| Covestor Ltd | 46 | $1.00K | 0.00% | −120−72.3% | Reduced |
| Cypress Capital Management LLC (WY) | 50 | $1.23K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 71 | $1.75K | 0.00% | +71 | New |
| Fifth Third Bancorp | 93 | $2.29K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 121 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 130 | $3.20K | 0.00% | +130 | New |
| Signaturefd, LLC | 132 | $3.25K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $4.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 347 | $8.53K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 437 | $10.7K | 0.00% | +200+84.4% | Added |
| National Bank of Canada | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 539 | $13.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 615 | $15.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 790 | $19.4K | 0.00% | +110+16.2% | Added |
| BDO Wealth Advisors, LLC | 1,288 | $31.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,460 | $35.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,492 | $36.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,001 | $49.2K | 0.00% | +429+27.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,506 | $61.6K | 0.00% | +2,506 | New |
| Allspring Global Investments Holdings, LLC | 2,714 | $66.7K | 0.00% | +885+48.4% | Added |
| Amalgamated Bank | 2,775 | $68.0K | 0.00% | −149−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,236 | $79.6K | 0.00% | +60+1.9% | Added |
| State of Wyoming | 3,301 | $81.2K | 0.02% | +3,301 | New |
| Shell Asset Management Co | 4,905 | $121.0K | 0.00% | −5,629−53.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,044 | $124.0K | 0.00% | +4,294+572.5% | Added |
| UBS Asset Management Americas Inc | 11,457 | $151.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,309 | $204.0K | 0.00% | +8,309 | New |
| Vestmark Advisory Solutions, Inc. | 8,666 | $213.1K | 0.01% | +8,666 | New |
| Alliance Wealth Advisors, LLC | 8,671 | $213.2K | 0.08% | +8,671 | New |
| ORG Partners LLC | 8,937 | $220.0K | 0.04% | +8,937 | New |
| Citigroup Inc | 9,610 | $236.3K | 0.00% | +9,122+1,869.3% | Added |
| Voya Investment Management LLC | 9,801 | $241.0K | 0.00% | +9,801 | New |
| Manufacturers Life Insurance Company, The | 9,939 | $244.4K | 0.00% | +9,939 | New |
| Quantbot Technologies LP | 10,111 | $248.6K | 0.02% | +10,111 | New |
| Deutsche Bank AG | 10,255 | $252.2K | 0.00% | −3,140−23.4% | Reduced |
| Truist Financial Corp | 10,738 | $264.0K | 0.00% | −61,100−85.1% | Reduced |
| Moran Wealth Management, LLC | 11,270 | $277.1K | 0.01% | +11,270 | New |
| Atria Wealth Solutions, Inc. | 11,323 | $278.4K | 0.00% | +11,323 | New |
| Algert Global LLC | 11,627 | $285.9K | 0.01% | +11,627 | New |
| American International Group, Inc. | 11,664 | $286.8K | 0.00% | +1,550+15.3% | Added |
| Precision Wealth Strategies, LLC | 12,509 | $307.6K | 0.50% | −317−2.5% | Reduced |
| MetLife Investment Management | 12,580 | $309.3K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,276 | $326.5K | 0.03% | −995−7.0% | Reduced |
| Alliancebernstein L.P. | 13,690 | $336.6K | 0.00% | +13,690 | New |
| Kingfisher Capital LLC | 14,774 | $363.0K | 0.09% | −54−0.4% | Reduced |
| Portside Wealth Group, LLC | 15,075 | $370.7K | 0.07% | +15,075 | New |
| Schonfeld Strategic Advisors LLC | 15,300 | $376.2K | 0.00% | +15,300 | New |
| UBS Group AG | 17,248 | $424.1K | 0.00% | +11,555+203.0% | Added |
| Legal & General Group Plc | 17,580 | $432.3K | 0.00% | +9,429+115.7% | Added |
| Royal Bank of Canada | 18,806 | $462.0K | 0.00% | +2,734+17.0% | Added |
| JPMorgan Chase & Co | 18,895 | $464.6K | 0.00% | +2,544+15.6% | Added |
| US Bancorp | 19,104 | $469.8K | 0.00% | −252−1.3% | Reduced |
| Janus Henderson Group PLC | 19,419 | $477.5K | 0.00% | +19,419 | New |
| Dark Forest Capital Management LP | 19,882 | $488.9K | 0.05% | +19,882 | New |
| Sawtooth Solutions, LLC | 20,280 | $498.7K | 0.01% | −17−0.1% | Reduced |
| Bleakley Financial Group, LLC | 20,280 | $498.7K | 0.02% | −17−0.1% | Reduced |
| Credit Suisse AG | 20,454 | $503.0K | 0.00% | +8,531+71.6% | Added |
| M&T Bank Corp | 21,054 | $517.8K | 0.00% | −1,685−7.4% | Reduced |
| Quent Capital, LLC | 23,836 | $586.1K | 0.09% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 24,671 | $606.7K | 0.00% | +9,700+64.8% | Added |
| California State Teachers Retirement System | 28,329 | $696.6K | 0.00% | +3,471+14.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 32,339 | $795.2K | 0.00% | +32,339 | New |
| Rhumbline Advisers | 33,339 | $819.8K | 0.00% | +7,000+26.6% | Added |
| Denali Advisors LLC | 33,593 | $826.1K | 0.29% | +33,446+22,752.4% | Added |
| Neuberger Berman Group LLC | 35,776 | $879.7K | 0.00% | +442+1.3% | Added |
| MML Investors Services, LLC | 37,000 | $910.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 38,960 | $958.0K | 0.12% | +38,960 | New |
| Cetera Advisor Networks LLC | 41,578 | $1.02M | 0.01% | +41,578 | New |
| Goldman Sachs Group Inc | 43,229 | $1.06M | 0.00% | −32,448−42.9% | Reduced |
| Susquehanna International Group, LLP | 43,424 | $1.07M | 0.00% | +33,413+333.8% | Added |
| Occudo Quantitative Strategies LP | 48,379 | $1.19M | 0.12% | +25,718+113.5% | Added |
| EAM Investors, LLC | 48,924 | $1.20M | 0.22% | +48,924 | New |
| Swiss National Bank | 50,200 | $1.23M | 0.00% | +8,300+19.8% | Added |
| Morgan Stanley | 55,134 | $1.36M | 0.00% | +17,088+44.9% | Added |
| First Trust Advisors LP | 57,369 | $1.41M | 0.00% | +1,334+2.4% | Added |
| Renaissance Technologies LLC | 62,900 | $1.55M | 0.00% | +10,400+19.8% | Added |
| American Century Companies Inc | 66,047 | $1.62M | 0.00% | +66,047 | New |
| Jackson Square Capital, LLC | 70,000 | $1.72M | 0.69% | +70,000 | New |
| Citadel Advisors LLC | 75,055 | $1.85M | 0.00% | −49,829−39.9% | Reduced |
| Anchor Capital Advisors LLC | 77,421 | $1.90M | 0.05% | −1,280−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 79,409 | $1.95M | 0.02% | +56+0.1% | Added |
| SEI Investments Co | 103,504 | $2.55M | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 103,986 | $2.56M | 0.05% | +14,716+16.5% | Added |
| Daiwa Securities Group Inc. | 107,028 | $2.63M | 0.02% | −9,500−8.2% | Reduced |
| Hood River Capital Management LLC | 115,562 | $2.84M | 0.08% | +115,562 | New |
| D. E. Shaw & Co., Inc. | 126,152 | $3.10M | 0.00% | +87,913+229.9% | Added |
| Marshall Wace, LLP | 138,258 | $3.40M | 0.01% | +33,058+31.4% | Added |
| Bank of New York Mellon Corp | 144,538 | $3.55M | 0.00% | +21,449+17.4% | Added |
| Lawson Kroeker Investment Management Inc | 154,250 | $3.79M | 0.91% | −4,494−2.8% | Reduced |
| Nuveen Asset Management, LLC | 154,521 | $3.80M | 0.00% | +13,476+9.6% | Added |
| Charles Schwab Investment Management Inc | 166,264 | $4.09M | 0.00% | +10,589+6.8% | Added |
| Stifel Financial Corp | 179,612 | $4.42M | 0.01% | −108,959−37.8% | Reduced |
| Northern Trust Corp | 203,019 | $4.99M | 0.00% | +21,865+12.1% | Added |
| Bank of America Corp | 204,387 | $5.03M | 0.00% | −6,211−2.9% | Reduced |
| Elgethun Capital Management | 228,815 | $5.63M | 1.70% | −11,268−4.7% | Reduced |
| Wells Fargo & Company | 311,206 | $7.65M | 0.00% | +3,060+1.0% | Added |