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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, Q2 2024

Institutional positions in Dream Finders Homes, Inc. as of Jun 30, 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
184
−26 vs. Q1 2024
Shares held
22.9M
−548.9K (−2.3%) vs. Q1 2024
Total value
$592.3M
−$435.1M (−42.4%) vs. Q1 2024
New holders
27
73 more added
Sold out
53
63 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 184 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 heldQ2 2024: $593.7M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q1 2024.

Institutions holding DFH in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC4,717,223$121.8M0.30%−151,894−3.1%Reduced
Vanguard Group Inc2,240,833$57.9M0.00%+125,496+5.9%Added
BlackRock Inc.2,147,624$55.5M0.00%+173,854+8.8%Added
Cooke & Bieler LP1,866,067$48.2M0.46%+277,499+17.5%Added
Arcus Capital Partners, LLC1,796,431$46.4M17.87%−264,910−12.9%Reduced
State Street Corp1,247,073$32.2M0.00%+470,080+60.5%Added
Geode Capital Management, LLC583,212$15.1M0.00%+66,290+12.8%Added
Fenimore Asset Management Inc490,771$12.7M0.28%+1,265+0.3%Added
Dimensional Fund Advisors LP420,592$10.9M0.00%+150,026+55.4%Added
Federated Hermes, Inc.348,800$9.01M0.02%−26,200−7.0%Reduced
Renaissance Technologies LLC343,110$8.86M0.02%+125,800+57.9%Added
Wells Fargo & Company304,390$7.86M0.00%−25,300−7.7%Reduced
Wasatch Advisors Inc288,015$7.44M0.04%−1,483−0.5%Reduced
Qube Research & Technologies Ltd282,488$7.29M0.01%+163,972+138.4%Added
American Century Companies Inc217,550$5.62M0.00%−136,622−38.6%Reduced
Charles Schwab Investment Management Inc216,205$5.58M0.00%+13,814+6.8%Added
Morgan Stanley200,582$5.18M0.00%−7,636−3.7%Reduced
Northern Trust Corp198,807$5.13M0.00%−2,960−1.5%Reduced
Hennessy Advisors Inc195,900$5.06M0.19%+195,900New
Great Lakes Advisors, LLC185,244$4.78M0.04%−11,834−6.0%Reduced
Axiom Investors LLC174,710$4.51M0.04%−129,715−42.6%Reduced
Millennium Management LLC171,638$4.43M0.00%+8,921+5.5%Added
Goldman Sachs Group Inc160,316$4.14M0.00%+26,471+19.8%Added
Allspring Global Investments Holdings, LLC157,611$4.07M0.01%+48,270+44.1%Added
De Lisle Partners LLP152,943$3.95M0.86%+93,416+156.9%Added
Bank of New York Mellon Corp146,350$3.78M0.00%−11,734−7.4%Reduced
Lawson Kroeker Investment Management Inc143,189$3.70M0.71%−442−0.3%Reduced
Denali Advisors LLC140,409$3.63M0.99%+30,599+27.9%Added
Ameriprise Financial Inc126,586$3.27M0.00%+44,401+54.0%Added
Brandywine Global Investment Management, LLC124,696$3.22M0.02%+54,365+77.3%Added
Envestnet Asset Management Inc123,503$3.19M0.00%−11,280−8.4%Reduced
Nordea Investment Management AB121,279$3.12M0.00%+57,565+90.3%Added
SEI Investments Co115,807$2.99M0.00%−48,710−29.6%Reduced
TownSquare Capital, LLC110,624$2.86M0.04%−40,397−26.7%Reduced
First Trust Advisors LP109,745$2.83M0.00%+109,745New
Connor, Clark & Lunn Investment Management Ltd.108,224$2.79M0.01%−49,708−31.5%Reduced
Elgethun Capital Management92,971$2.40M0.61%+343+0.4%Added
Susquehanna International Group, LLP87,787$2.27M0.00%−14,538−14.2%Reduced
Stifel Financial Corp82,046$2.12M0.00%−31,535−27.8%Reduced
Kennedy Capital Management, Inc.79,887$2.06M0.04%+79,887New
Nuveen Asset Management, LLC79,038$2.04M0.00%−303,341−79.3%Reduced
Jackson Square Capital, LLC70,000$1.81M0.44%+500+0.7%Added
Barclays PLC63,638$1.64M0.00%−17,231−21.3%Reduced
Citadel Advisors LLC60,592$1.56M0.00%+55,930+1,199.7%Added
Bridgeway Capital Management, LLC60,000$1.55M0.04%+60,000New
Daiwa Securities Group Inc.58,678$1.51M0.01%−6,100−9.4%Reduced
JPMorgan Chase & Co55,138$1.42M0.00%+10,375+23.2%Added
New York State Common Retirement Fund52,104$1.35M0.00%−1,782−3.3%Reduced
Swiss National Bank50,900$1.31M0.00%+2,200+4.5%Added
Algert Global LLC50,621$1.31M0.04%−4,892−8.8%Reduced
Neuberger Berman Group LLC47,031$1.21M0.00%−235−0.5%Reduced
Invesco Ltd.46,774$1.21M0.00%−124,337−72.7%Reduced
Redwood Investments, LLC45,773$1.17M0.40%−13,875−23.3%Reduced
Campbell & CO Investment Adviser LLC40,979$1.06M0.09%+17,603+75.3%Added
Rhumbline Advisers40,884$1.06M0.00%+2,615+6.8%Added
Bank of America Corp40,168$1.04M0.00%−1,197−2.9%Reduced
UBS Asset Management Americas Inc37,353$964.5K0.00%+14,257+61.7%Added
Danske Bank A/S35,131$907.1K0.00%+35,131New
State of Wisconsin Investment Board32,384$836.2K0.00%+20,130+164.3%Added
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$831.5K0.04%00.0%Unchanged
Zacks Investment Management31,780$820.6K0.01%+628+2.0%Added
Jane Street Group, LLC30,912$798.1K0.00%−8,707−22.0%Reduced
Janus Henderson Group PLC26,505$684.7K0.00%+3,831+16.9%Added
Sanctuary Advisors, LLC18,680$677.9K0.00%+18,680New
US Bancorp26,068$673.1K0.00%−4,175−13.8%Reduced
Citigroup Inc26,002$671.4K0.00%−8,000−23.5%Reduced
California State Teachers Retirement System25,405$656.0K0.00%+788+3.2%Added
Alliancebernstein L.P.24,850$641.6K0.00%+1,070+4.5%Added
Victory Capital Management Inc24,575$634.5K0.00%−3,679−13.0%Reduced
Royal Bank of Canada24,567$634.0K0.00%+1,086+4.6%Added
Natixis Advisors, L.P.24,111$623.0K0.00%+24,111New
Quent Capital, LLC23,836$615.4K0.07%00.0%Unchanged
Legal & General Group Plc23,471$608.5K0.00%+1,264+5.7%Added
Walleye Capital LLC23,055$595.3K0.01%+23,055New
Captrust Financial Advisors22,715$586.5K0.00%+11,367+100.2%Added
Simplicity Wealth,LLC21,565$556.8K0.01%+1,259+6.2%Added
Bleakley Financial Group, LLC21,565$556.8K0.02%+1,259+6.2%Added
Deutsche Bank AG21,315$550.4K0.00%+9,620+82.3%Added
Dark Forest Capital Management LP21,302$550.0K0.10%+6,352+42.5%Added
Atria Investments LLC21,029$543.0K0.01%−8,123−27.9%Reduced
Hussman Strategic Advisors, Inc.21,000$542.2K0.15%+21,000New
Cornercap Investment Counsel Inc20,820$537.6K0.09%+20,820New
M&T Bank Corp20,775$536.9K0.00%−337−1.6%Reduced
Quantbot Technologies LP19,918$514.3K0.02%+11,705+142.5%Added
Csenge Advisory Group19,573$505.4K0.03%+4,646+31.1%Added
Principal Financial Group Inc18,817$485.9K0.00%+2,705+16.8%Added
Anchor Capital Advisors LLC18,454$476.5K0.01%−1,976−9.7%Reduced
Rothschild Investment LLC18,170$469.1K0.03%+18,165+363,300.0%Added
UBS Group AG17,397$449.2K0.00%−28,995−62.5%Reduced
Azzad Asset Management Inc17,121$442.1K0.05%+17,121New
Portside Wealth Group, LLC16,881$435.9K0.08%−4,040−19.3%Reduced
MetLife Investment Management16,418$423.9K0.00%+3,838+30.5%Added
Cannon Global Investment Management, LLC16,000$413.1K1.92%+10,800+207.7%Added
Rafferty Asset Management, LLC15,960$412.1K0.00%+796+5.2%Added
Marshall Wace, LLP15,100$389.9K0.00%−17,712−54.0%Reduced
Corebridge Financial, Inc.15,046$388.5K0.00%+15,046New
Kingfisher Capital LLC14,724$380.0K0.09%00.0%Unchanged
Manufacturers Life Insurance Company, The14,678$379.0K0.00%+2,050+16.2%Added
LPL Financial LLC13,213$341.2K0.00%−7,935−37.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.13,016$336.1K0.00%+13,016New