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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 2024

Institutional positions in Dream Finders Homes, Inc. as of Mar 31, 2024. 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
212
+30 vs. Q4 2023
Shares held
23.5M
+482.8K (+2.1%) vs. Q4 2023
Total value
$1.03B
+$210.1M (+25.7%) vs. Q4 2023
New holders
51
76 more added
Sold out
21
62 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 212 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 heldQ1 2024: $1.03B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q4 2023.

Institutions holding DFH in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC4,869,117$212.9M0.49%−396,607−7.5%Reduced
Vanguard Group Inc2,115,337$92.5M0.00%+45,890+2.2%Added
Arcus Capital Partners, LLC2,061,341$90.1M28.52%−209,603−9.2%Reduced
BlackRock Inc.1,973,770$86.3M0.00%+31,429+1.6%Added
Cooke & Bieler LP1,588,568$69.5M0.64%+266,155+20.1%Added
State Street Corp776,993$34.0M0.00%+91,233+13.3%Added
Geode Capital Management, LLC516,922$22.6M0.00%+18,081+3.6%Added
Hood River Capital Management LLC516,071$22.6M0.50%+98,922+23.7%Added
Fenimore Asset Management Inc489,506$21.4M0.45%−102,615−17.3%Reduced
Nuveen Asset Management, LLC382,379$16.7M0.00%−80,638−17.4%Reduced
Federated Hermes, Inc.375,000$16.4M0.04%00.0%Unchanged
American Century Companies Inc354,172$15.5M0.01%+92,731+35.5%Added
Wells Fargo & Company329,690$14.4M0.00%+35,020+11.9%Added
Axiom Investors LLC304,425$13.3M0.12%+115,341+61.0%Added
Wasatch Advisors Inc289,498$12.7M0.07%−47,020−14.0%Reduced
Arrowstreet Capital, Limited Partnership273,868$12.0M0.01%+21,421+8.5%Added
Dimensional Fund Advisors LP270,566$11.8M0.00%+157,139+138.5%Added
Renaissance Technologies LLC217,310$9.50M0.01%+18,200+9.1%Added
Morgan Stanley208,218$9.11M0.00%+65,170+45.6%Added
Charles Schwab Investment Management Inc202,391$8.85M0.00%+7,422+3.8%Added
Northern Trust Corp201,767$8.82M0.00%−4,909−2.4%Reduced
Great Lakes Advisors, LLC197,078$8.62M0.07%+4,949+2.6%Added
Invesco Ltd.171,111$7.48M0.00%−13,896−7.5%Reduced
SEI Investments Co164,517$7.19M0.01%+21,933+15.4%Added
Millennium Management LLC162,717$7.12M0.01%−13,481−7.7%Reduced
Bank of New York Mellon Corp158,084$6.91M0.00%−29,520−15.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.157,932$6.91M0.03%+10,714+7.3%Added
TownSquare Capital, LLC151,021$6.60M0.10%+50,299+49.9%Added
Lawson Kroeker Investment Management Inc143,631$6.28M1.19%−12,037−7.7%Reduced
Castellan Group, LLC141,973$6.21M3.18%+141,973New
Lazard Asset Management LLC136,924$5.99M0.01%+2,383+1.8%Added
Envestnet Asset Management Inc134,783$5.89M0.00%+122,732+1,018.4%Added
Goldman Sachs Group Inc133,845$5.85M0.00%−89,124−40.0%Reduced
Qube Research & Technologies Ltd118,516$5.18M0.01%+78,930+199.4%Added
Stifel Financial Corp113,581$4.97M0.01%−44,134−28.0%Reduced
Denali Advisors LLC109,810$4.80M1.41%−38,433−25.9%Reduced
Allspring Global Investments Holdings, LLC109,341$4.78M0.01%−8,783−7.4%Reduced
EAM Global Investors LLC103,240$4.51M1.04%−80.0%Reduced
Susquehanna International Group, LLP102,325$4.47M0.01%−5,834−5.4%Reduced
TD Waterhouse Canada Inc.83,819$4.06M0.03%+83,819New
Elgethun Capital Management92,628$4.00M1.01%−4,203−4.3%Reduced
Ameriprise Financial Inc82,185$3.80M0.00%+3,775+4.8%Added
Barclays PLC80,869$3.54M0.00%−2,219−2.7%Reduced
Acadian Asset Management LLC79,883$3.49M0.01%−5,992−7.0%Reduced
Brandywine Global Investment Management, LLC70,331$3.08M0.02%−468−0.7%Reduced
Jackson Square Capital, LLC69,500$3.04M0.78%−500−0.7%Reduced
Daiwa Securities Group Inc.64,778$2.83M0.02%−17,800−21.6%Reduced
Nordea Investment Management AB63,714$2.82M0.00%−696−1.1%Reduced
De Lisle Partners LLP59,527$2.60M0.60%+59,527New
Redwood Investments, LLC59,648$2.57M0.75%+59,648New
Algert Global LLC55,513$2.43M0.10%+2,906+5.5%Added
New York State Common Retirement Fund53,886$2.36M0.00%−14,624−21.3%Reduced
Swiss National Bank48,700$2.13M0.00%+3,300+7.3%Added
Neuberger Berman Group LLC47,266$2.07M0.00%+9,447+25.0%Added
UBS Group AG46,392$2.03M0.00%+16,359+54.5%Added
JPMorgan Chase & Co44,763$1.96M0.00%+28,625+177.4%Added
Trexquant Investment LP44,267$1.94M0.04%+31,830+255.9%Added
Bank of America Corp41,365$1.81M0.00%−24,990−37.7%Reduced
Jane Street Group, LLC39,619$1.73M0.00%+23,325+143.2%Added
Rhumbline Advisers38,269$1.67M0.00%+990+2.7%Added
Oppenheimer & Co Inc35,913$1.57M0.03%+35,913New
SG Americas Securities, LLC34,641$1.51M0.01%+28,288+445.3%Added
Citigroup Inc34,002$1.49M0.00%+19,653+137.0%Added
Marshall Wace, LLP32,812$1.43M0.00%+32,812New
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$1.41M0.06%00.0%Unchanged
Zacks Investment Management31,152$1.36M0.01%+5,666+22.2%Added
US Bancorp30,243$1.32M0.00%+1,169+4.0%Added
HRT Financial LP30,026$1.31M0.01%+30,026New
Atria Investments LLC29,152$1.27M0.02%−1,878−6.1%Reduced
Castlekeep Investment Advisors LLC28,496$1.25M0.90%−9,430−24.9%Reduced
Victory Capital Management Inc28,254$1.24M0.00%+17,050+152.2%Added
California State Teachers Retirement System24,617$1.08M0.00%+117+0.5%Added
Quent Capital, LLC23,836$1.04M0.12%00.0%Unchanged
Alliancebernstein L.P.23,780$1.04M0.00%+10,090+73.7%Added
Royal Bank of Canada23,481$1.03M0.00%+9,645+69.7%Added
Campbell & CO Investment Adviser LLC23,376$1.02M0.09%−20,716−47.0%Reduced
UBS Asset Management Americas Inc23,096$1.01M0.00%−2,655−10.3%Reduced
Janus Henderson Group PLC22,674$991.7K0.00%+728+3.3%Added
Credit Suisse AG22,580$987.4K0.00%−318−1.4%Reduced
Dynamic Technology Lab Private Ltd22,492$984.0K0.11%−3,890−14.7%Reduced
Legal & General Group Plc22,207$962.7K0.00%+2,209+11.0%Added
Squarepoint Ops LLC21,588$944.0K0.00%−28,772−57.1%Reduced
LPL Financial LLC21,148$924.8K0.00%+13,321+170.2%Added
M&T Bank Corp21,112$923.7K0.00%+76+0.4%Added
Portside Wealth Group, LLC20,921$914.9K0.17%+4,951+31.0%Added
Anchor Capital Advisors LLC20,430$893.4K0.02%−9,575−31.9%Reduced
Bleakley Financial Group, LLC20,306$888.0K0.03%+100.0%Added
Simplicity Wealth,LLC20,306$888.0K0.02%+20,306New
Truist Financial Corp18,823$823.1K0.00%+1,765+10.3%Added
Norden Group LLC18,721$818.7K0.17%+6,729+56.1%Added
Principal Financial Group Inc16,112$704.6K0.00%+16,112New
ExodusPoint Capital Management, LP15,967$698.0K0.01%+4,379+37.8%Added
Teacher Retirement System of Texas15,667$685.0K0.00%+2,182+16.2%Added
Rafferty Asset Management, LLC15,164$663.1K0.00%−1,181−7.2%Reduced
Dark Forest Capital Management LP14,950$653.8K0.11%−9,879−39.8%Reduced
Csenge Advisory Group14,927$652.8K0.04%−1,384−8.5%Reduced
Kingfisher Capital LLC14,724$644.0K0.16%00.0%Unchanged
Baker Tilly Wealth Management, LLC14,405$629.9K0.11%+2,277+18.8%Added
O'Shaughnessy Asset Management, LLC14,001$612.3K0.01%+14,001New
Wolverine Trading, LLC13,801$603.5K0.01%+13,801New