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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 2023

Institutional positions in Dream Finders Homes, Inc. as of Dec 31, 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
183
+46 vs. Q3 2023
Shares held
23.0M
+1.11M (+5.1%) vs. Q3 2023
Total value
$819.2M
+$332.3M (+68.3%) vs. Q3 2023
New holders
60
57 more added
Sold out
14
45 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 183 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 2023: $819.2M
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 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 2023

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q3 2023.

Institutions holding DFH in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC5,265,724$187.1M0.47%−723,782−12.1%Reduced
Arcus Capital Partners, LLC2,270,944$80.7M28.36%−625,107−21.6%Reduced
Vanguard Group Inc2,069,447$73.5M0.00%+50,994+2.5%Added
BlackRock Inc.1,942,341$69.0M0.00%+166,003+9.3%Added
Cooke & Bieler LP1,322,413$47.0M0.41%−73,198−5.2%Reduced
State Street Corp685,760$24.4M0.00%+72,545+11.8%Added
Fenimore Asset Management Inc592,121$21.0M0.49%−2,122−0.4%Reduced
Geode Capital Management, LLC498,841$17.7M0.00%+24,273+5.1%Added
Nuveen Asset Management, LLC463,017$16.5M0.01%+365,870+376.6%Added
Hood River Capital Management LLC417,149$14.8M0.41%−228,941−35.4%Reduced
Federated Hermes, Inc.375,000$13.3M0.03%+375,000New
Wasatch Advisors Inc336,518$12.0M0.07%+25,724+8.3%Added
Wells Fargo & Company294,670$10.5M0.00%−5,677−1.9%Reduced
American Century Companies Inc261,441$9.29M0.01%+75,646+40.7%Added
Arrowstreet Capital, Limited Partnership252,447$8.97M0.01%+234,125+1,277.8%Added
Goldman Sachs Group Inc222,969$7.92M0.00%+157,807+242.2%Added
Northern Trust Corp206,676$7.34M0.00%−307−0.1%Reduced
Renaissance Technologies LLC199,110$7.07M0.01%−42,900−17.7%Reduced
Charles Schwab Investment Management Inc194,969$6.93M0.00%+16,902+9.5%Added
Great Lakes Advisors, LLC192,129$6.83M0.07%+192,129New
Axiom Investors LLC189,084$6.72M0.07%+189,084New
Bank of New York Mellon Corp187,604$6.67M0.00%+29,159+18.4%Added
Invesco Ltd.185,007$6.57M0.00%−127,878−40.9%Reduced
Millennium Management LLC176,198$6.26M0.01%+121,293+220.9%Added
Stifel Financial Corp157,715$5.60M0.01%−5,007−3.1%Reduced
Lawson Kroeker Investment Management Inc155,668$5.53M1.14%+1,580+1.0%Added
Denali Advisors LLC148,243$5.27M1.61%+102,800+226.2%Added
Connor, Clark & Lunn Investment Management Ltd.147,218$5.23M0.02%+60,412+69.6%Added
Citadel Advisors LLC144,658$5.14M0.01%+11,083+8.3%Added
Morgan Stanley143,048$5.08M0.00%+93,515+188.8%Added
SEI Investments Co142,584$5.07M0.01%+39,080+37.8%Added
Lazard Asset Management LLC134,541$4.78M0.01%+134,541New
D. E. Shaw & Co., Inc.125,178$4.45M0.01%−15,702−11.1%Reduced
Allspring Global Investments Holdings, LLC118,124$4.20M0.01%+116,056+5,612.0%Added
Dimensional Fund Advisors LP113,427$4.03M0.00%+113,427New
Susquehanna International Group, LLP108,159$3.84M0.01%+72,741+205.4%Added
EAM Global Investors LLC103,248$3.67M0.89%+103,248New
TownSquare Capital, LLC100,722$3.58M0.06%+872+0.9%Added
Elgethun Capital Management96,831$3.44M0.97%−86,090−47.1%Reduced
Ameriprise Financial Inc78,410$3.06M0.00%+37,738+92.8%Added
Acadian Asset Management LLC85,875$3.05M0.01%+72,172+526.7%Added
Barclays PLC83,088$2.95M0.00%+83,088New
Daiwa Securities Group Inc.82,578$2.93M0.02%−8,450−9.3%Reduced
Voloridge Investment Management, LLC74,972$2.66M0.01%−2,080−2.7%Reduced
Brandywine Global Investment Management, LLC70,799$2.52M0.02%−7,367−9.4%Reduced
Jackson Square Capital, LLC70,000$2.49M0.80%−170−0.2%Reduced
New York State Common Retirement Fund68,510$2.43M0.00%+38,668+129.6%Added
Bank of America Corp66,355$2.36M0.00%−169,599−71.9%Reduced
Nordea Investment Management AB64,410$2.32M0.00%+64,410New
Algert Global LLC52,607$1.87M0.08%+21,940+71.5%Added
Squarepoint Ops LLC50,360$1.79M0.01%−15,639−23.7%Reduced
Swiss National Bank45,400$1.61M0.00%−4,800−9.6%Reduced
Campbell & CO Investment Adviser LLC44,092$1.57M0.14%+44,092New
Qube Research & Technologies Ltd39,586$1.41M0.00%+18,245+85.5%Added
Castlekeep Investment Advisors LLC37,926$1.35M0.96%+37,926New
Neuberger Berman Group LLC37,819$1.34M0.00%+276+0.7%Added
Cetera Advisor Networks LLC37,290$1.32M0.01%−38,488−50.8%Reduced
Rhumbline Advisers37,279$1.32M0.00%+3,025+8.8%Added
Jump Financial, LLC32,245$1.15M0.04%+22,745+239.4%Added
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$1.14M0.05%+32,202New
Atria Investments LLC31,030$1.10M0.02%+31,030New
UBS Group AG30,033$1.07M0.00%+17,231+134.6%Added
Anchor Capital Advisors LLC30,005$1.07M0.03%−47,416−61.2%Reduced
US Bancorp29,074$1.03M0.00%−699−2.3%Reduced
Numerai GP LLC26,802$952.3K0.34%+26,802New
Dynamic Technology Lab Private Ltd26,382$937.0K0.10%+1,215+4.8%Added
UBS Asset Management Americas Inc25,751$914.9K0.00%+14,294+124.8%Added
Zacks Investment Management25,486$905.5K0.01%−1,990−7.2%Reduced
Dark Forest Capital Management LP24,829$882.2K0.13%−12,764−34.0%Reduced
California State Teachers Retirement System24,500$870.5K0.00%−1,199−4.7%Reduced
Quent Capital, LLC23,836$846.9K0.11%00.0%Unchanged
Credit Suisse AG22,898$813.6K0.00%+1,506+7.0%Added
Aviva PLC22,672$805.5K0.00%+22,672New
Advisor Group Holdings, Inc.22,597$802.7K0.00%+18,128+405.6%Added
Raymond James & Associates22,180$788.1K0.00%+22,180New
Janus Henderson Group PLC21,946$779.7K0.00%+1,302+6.3%Added
M&T Bank Corp21,036$747.9K0.00%−307−1.4%Reduced
Occudo Quantitative Strategies LP20,728$736.5K0.10%−6,380−23.5%Reduced
Sawtooth Solutions, LLC20,296$721.1K0.02%+42+0.2%Added
Bleakley Financial Group, LLC20,296$721.1K0.02%+42+0.2%Added
Legal & General Group Plc19,998$710.3K0.00%+435+2.2%Added
Mirae Asset Global Investments Co., Ltd.18,714$664.9K0.00%00.0%Unchanged
Truist Financial Corp17,058$606.1K0.00%+17,058New
ORG Partners LLC16,788$596.5K0.10%+16,788New
Rafferty Asset Management, LLC16,345$580.7K0.00%+2,928+21.8%Added
Csenge Advisory Group16,311$579.5K0.04%−5,620−25.6%Reduced
Jane Street Group, LLC16,294$578.9K0.00%+2,113+14.9%Added
JPMorgan Chase & Co16,138$573.4K0.00%−429−2.6%Reduced
Portside Wealth Group, LLC15,970$567.4K0.11%+1,429+9.8%Added
Virtu Financial LLC15,288$543.0K0.04%+15,288New
Kingfisher Capital LLC14,724$523.0K0.14%−50−0.3%Reduced
Citigroup Inc14,349$509.8K0.00%+5,944+70.7%Added
Royal Bank of Canada13,836$491.0K0.00%−742−5.1%Reduced
Alliancebernstein L.P.13,690$486.4K0.00%00.0%Unchanged
Teacher Retirement System of Texas13,485$479.0K0.00%+13,485New
Quantbot Technologies LP13,352$474.4K0.03%+13,352New
Russell Investments Group, Ltd.12,971$460.9K0.00%+12,960+117,818.2%Added
Precision Wealth Strategies, LLC12,771$453.8K0.44%+20.0%Added
MetLife Investment Management12,580$447.0K0.00%00.0%Unchanged
Trexquant Investment LP12,437$441.9K0.01%+12,437New