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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 2023

Institutional positions in Dream Finders Homes, Inc. as of Sep 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
138
+29 vs. Q2 2023
Shares held
21.9M
+1.24M (+6.0%) vs. Q2 2023
Total value
$487.1M
−$22.0M (−4.3%) vs. Q2 2023
New holders
39
43 more added
Sold out
10
34 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 138 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: 197 institutionsQ2 2025: 200 institutionsQ3 2025: 197 institutionsQ4 2025: 191 institutionsQ1 2026: 192 institutionsQ2 2026: 206 institutions
Value heldQ3 2023: $487.1M
Q1 2021: $156.1MQ2 2021: $195.6MQ3 2021: $249.7MQ4 2021: $254.2MQ1 2022: $278.9MQ2 2022: $191.5MQ3 2022: $203.8MQ4 2022: $167.2MQ1 2023: $257.7MQ2 2023: $509.1MQ3 2023: $487.1MQ4 2023: $824.8MQ1 2024: $1.05BQ2 2024: $593.7MQ3 2024: $933.5MQ4 2024: $780.2MQ1 2025: $699.6MQ2 2025: $783.9MQ3 2025: $791.1MQ4 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$791.1M
Q2 2025200$783.9M
Q1 2025197$699.6M
Q4 2024191$780.2M
Q3 2024195$933.5M
Q2 2024184$593.7M
Q1 2024212$1.05B
Q4 2023183$824.8M
Q3 2023138$487.1M
Q2 2023110$509.1M
Q1 202394$257.7M
Q4 202292$167.2M
Q3 202288$203.8M
Q2 202282$191.5M
Q1 202281$278.9M
Q4 202160$254.2M
Q3 202149$249.7M
Q2 202147$195.6M
Q1 202145$156.1M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q2 2023.

Institutions holding DFH in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC5,989,506$133.1M0.38%−44,897−0.7%Reduced
Arcus Capital Partners, LLC2,896,051$64.4M19.77%+61,900+2.2%Added
Vanguard Group Inc2,018,453$44.9M0.00%−142,294−6.6%Reduced
BlackRock Inc.1,776,338$39.5M0.00%+246,285+16.1%Added
Cooke & Bieler LP1,395,611$31.0M0.30%−360,830−20.5%Reduced
Hood River Capital Management LLC646,090$14.4M0.46%+530,528+459.1%Added
State Street Corp613,215$13.6M0.00%+218,115+55.2%Added
Fenimore Asset Management Inc594,243$13.2M0.34%−7,640−1.3%Reduced
Geode Capital Management, LLC474,568$10.6M0.00%+28,828+6.5%Added
Invesco Ltd.312,885$6.96M0.00%−149,291−32.3%Reduced
Wasatch Advisors Inc310,794$6.91M0.04%−132,417−29.9%Reduced
Wells Fargo & Company300,347$6.68M0.00%−10,859−3.5%Reduced
Renaissance Technologies LLC242,010$5.38M0.01%+179,110+284.8%Added
Bank of America Corp235,954$5.25M0.00%+31,567+15.4%Added
Northern Trust Corp206,983$4.60M0.00%+3,964+2.0%Added
American Century Companies Inc185,795$4.13M0.00%+119,748+181.3%Added
Elgethun Capital Management182,921$4.11M1.24%−45,894−20.1%Reduced
Charles Schwab Investment Management Inc178,067$3.96M0.00%+11,803+7.1%Added
Stifel Financial Corp162,722$3.62M0.01%−16,890−9.4%Reduced
Bank of New York Mellon Corp158,445$3.52M0.00%+13,907+9.6%Added
Lawson Kroeker Investment Management Inc154,088$3.43M0.76%−162−0.1%Reduced
D. E. Shaw & Co., Inc.140,880$3.13M0.01%+14,728+11.7%Added
Citadel Advisors LLC133,575$2.97M0.00%+58,520+78.0%Added
Marshall Wace, LLP132,121$2.94M0.01%−6,137−4.4%Reduced
SEI Investments Co103,504$2.30M0.00%00.0%Unchanged
TownSquare Capital, LLC99,850$2.22M0.04%−4,136−4.0%Reduced
Nuveen Asset Management, LLC97,147$2.16M0.00%−57,374−37.1%Reduced
Daiwa Securities Group Inc.91,028$2.02M0.01%−16,000−14.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.86,806$1.93M0.01%+54,467+168.4%Added
Tudor Investment Corp Et Al85,066$1.89M0.03%+85,066New
Brandywine Global Investment Management, LLC78,166$1.74M0.02%−1,243−1.6%Reduced
Anchor Capital Advisors LLC77,421$1.72M0.05%00.0%Unchanged
Voloridge Investment Management, LLC77,052$1.71M0.01%+77,052New
Cetera Advisor Networks LLC75,778$1.68M0.01%+34,200+82.3%Added
Jackson Square Capital, LLC70,170$1.56M0.63%+170+0.2%Added
Cubist Systematic Strategies, LLC66,005$1.47M0.02%+66,005New
Squarepoint Ops LLC65,999$1.47M0.01%+65,999New
Goldman Sachs Group Inc65,162$1.45M0.00%+21,933+50.7%Added
Millennium Management LLC54,905$1.22M0.00%+54,905New
Swiss National Bank50,200$1.12M0.00%00.0%Unchanged
Morgan Stanley49,533$1.10M0.00%−5,601−10.2%Reduced
Denali Advisors LLC45,443$1.01M0.35%+11,850+35.3%Added
Capula Management Ltd41,780$928.8K0.06%+2,820+7.2%Added
Dark Forest Capital Management LP37,593$835.7K0.07%+17,711+89.1%Added
Neuberger Berman Group LLC37,543$834.6K0.00%+1,767+4.9%Added
MML Investors Services, LLC37,000$823.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP35,418$787.3K0.00%−8,006−18.4%Reduced
Rhumbline Advisers34,254$761.5K0.00%+915+2.7%Added
EAM Investors, LLC32,376$719.7K0.14%−16,548−33.8%Reduced
Algert Global LLC30,667$681.7K0.03%+19,040+163.8%Added
New York State Common Retirement Fund29,842$663.4K0.00%+5,171+21.0%Added
US Bancorp29,773$661.9K0.00%+10,669+55.8%Added
Zacks Investment Management27,476$610.8K0.01%+27,476New
Occudo Quantitative Strategies LP27,108$602.6K0.08%−21,271−44.0%Reduced
California State Teachers Retirement System25,699$571.3K0.00%−2,630−9.3%Reduced
Dynamic Technology Lab Private Ltd25,167$559.0K0.06%+25,167New
Quent Capital, LLC23,836$529.9K0.08%00.0%Unchanged
Csenge Advisory Group21,931$487.5K0.03%+21,931New
Credit Suisse AG21,392$475.5K0.00%+938+4.6%Added
M&T Bank Corp21,343$474.7K0.00%+289+1.4%Added
Qube Research & Technologies Ltd21,341$474.4K0.00%+21,341New
Janus Henderson Group PLC20,644$459.1K0.00%+1,225+6.3%Added
Sawtooth Solutions, LLC20,254$450.2K0.01%−26−0.1%Reduced
Bleakley Financial Group, LLC20,254$450.2K0.02%−26−0.1%Reduced
Legal & General Group Plc19,563$435.6K0.00%+1,983+11.3%Added
Mirae Asset Global Investments Co., Ltd.18,714$416.0K0.00%+18,714New
State of Wisconsin Investment Board18,608$413.7K0.00%+18,608New
Arrowstreet Capital, Limited Partnership18,322$407.0K0.00%+18,322New
ExodusPoint Capital Management, LP16,750$372.0K0.00%+16,750New
JPMorgan Chase & Co16,567$368.3K0.00%−2,328−12.3%Reduced
Point72 Middle East FZE14,876$330.7K0.02%+14,876New
Kingfisher Capital LLC14,774$328.0K0.09%00.0%Unchanged
Portside Wealth Group, LLC14,541$324.0K0.06%−534−3.5%Reduced
Royal Bank of Canada14,578$323.0K0.00%−4,228−22.5%Reduced
Lloyd Advisory Services, LLC.14,339$318.8K0.11%+14,339New
Norden Group LLC14,339$318.8K0.11%+14,339New
Jane Street Group, LLC14,181$315.2K0.00%+14,181New
Alliancebernstein L.P.13,690$304.3K0.00%00.0%Unchanged
Acadian Asset Management LLC13,703$303.0K0.00%+5,394+64.9%Added
Rafferty Asset Management, LLC13,417$298.3K0.00%+13,417New
UBS Group AG12,802$284.6K0.00%−4,446−25.8%Reduced
Precision Wealth Strategies, LLC12,769$283.9K0.31%+260+2.1%Added
Aigen Investment Management, LP12,700$282.3K0.05%+12,700New
MetLife Investment Management12,580$279.7K0.00%00.0%Unchanged
Verition Fund Management LLC12,289$273.2K0.00%+12,289New
American International Group, Inc.12,095$268.9K0.00%+431+3.7%Added
Virginia Retirement Systems Et Al12,000$266.8K0.00%+12,000New
Alps Advisors Inc11,990$266.5K0.00%+11,990New
Deutsche Bank AG11,854$263.5K0.00%+1,599+15.6%Added
UBS Asset Management Americas Inc11,457$254.7K0.00%00.0%Unchanged
Baker Tilly Wealth Management, LLC10,513$233.7K0.04%−2,763−20.8%Reduced
Atria Wealth Solutions, Inc.10,406$231.3K0.00%−917−8.1%Reduced
Winton Group Ltd10,094$224.4K0.02%+10,094New
Voya Investment Management LLC10,048$223.4K0.00%+247+2.5%Added
Manufacturers Life Insurance Company, The10,014$222.6K0.00%+75+0.8%Added
Moran Wealth Management, LLC9,829$218.5K0.01%−1,441−12.8%Reduced
Jump Financial, LLC9,500$211.2K0.01%+9,500New
AQR Capital Management LLC9,463$210.4K0.00%+9,463New
Citigroup Inc8,405$186.8K0.00%−1,205−12.5%Reduced
State of Wyoming8,063$179.2K0.04%+4,762+144.3%Added