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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 2024

Institutional positions in Dream Finders Homes, Inc. as of Sep 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
195
+13 vs. Q2 2024
Shares held
25.8M
+4.99M (+24.0%) vs. Q2 2024
Total value
$933.1M
+$396.3M (+73.8%) vs. Q2 2024
New holders
43
62 more added
Sold out
30
62 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 195 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 heldQ3 2024: $933.1M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q2 2024.

Institutions holding DFH in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC5,415,182$196.1M0.43%+697,959+14.8%Added
Vanguard Group Inc2,522,469$91.3M0.00%+281,636+12.6%Added
BlackRock, Inc.2,299,337$83.3M0.00%+2,299,337New
Cooke & Bieler LP1,835,359$66.5M0.60%−30,708−1.6%Reduced
Arcus Capital Partners, LLC1,701,682$61.6M22.31%−94,749−5.3%Reduced
State Street Corp1,162,530$42.1M0.00%−84,543−6.8%Reduced
Hood River Capital Management LLC828,368$30.0M0.48%+828,368New
Janus Henderson Group PLC689,685$25.0M0.01%+663,180+2,502.1%Added
Bank of America Corp671,978$24.3M0.00%+631,810+1,572.9%Added
Geode Capital Management, LLC622,342$22.5M0.00%+39,130+6.7%Added
Fenimore Asset Management Inc560,831$20.3M0.41%+70,060+14.3%Added
Dimensional Fund Advisors LP524,973$19.0M0.00%+104,381+24.8%Added
Renaissance Technologies LLC327,610$11.9M0.02%−15,500−4.5%Reduced
Morgan Stanley321,638$11.6M0.00%+121,056+60.4%Added
Wells Fargo & Company293,667$10.6M0.00%−10,723−3.5%Reduced
Northern Trust Corp264,213$9.57M0.00%+65,406+32.9%Added
Wasatch Advisors Inc240,448$8.71M0.04%−47,567−16.5%Reduced
Charles Schwab Investment Management Inc226,651$8.21M0.00%+10,446+4.8%Added
Hennessy Advisors Inc220,600$7.99M0.26%+24,700+12.6%Added
Denali Advisors LLC218,242$7.90M0.85%+77,833+55.4%Added
Axiom Investors LLC185,695$6.72M0.06%+10,985+6.3%Added
Citadel Advisors LLC184,280$6.67M0.01%+123,688+204.1%Added
Great Lakes Advisors, LLC174,639$6.32M0.05%−10,605−5.7%Reduced
De Lisle Partners LLP172,943$6.26M1.02%+20,000+13.1%Added
Invesco Ltd.163,477$5.92M0.00%+116,703+249.5%Added
SEI Investments Co148,318$5.37M0.01%+32,511+28.1%Added
Lawson Kroeker Investment Management Inc143,157$5.18M0.94%−320.0%Reduced
Goldman Sachs Group Inc142,384$5.16M0.00%−17,932−11.2%Reduced
Bank of New York Mellon Corp124,969$4.53M0.00%−21,381−14.6%Reduced
Envestnet Asset Management Inc124,880$4.52M0.00%+1,377+1.1%Added
Bretton Capital Management, LLC124,500$4.51M4.30%+124,500New
Millennium Management LLC118,560$4.29M0.00%−53,078−30.9%Reduced
Nordea Investment Management AB115,626$4.24M0.00%−5,653−4.7%Reduced
Elgethun Capital Management115,978$4.20M0.99%+23,007+24.7%Added
Brandywine Global Investment Management, LLC121,323$4.01M0.03%−3,373−2.7%Reduced
TownSquare Capital, LLC104,062$3.77M0.05%−6,562−5.9%Reduced
Voloridge Investment Management, LLC96,865$3.51M0.01%+96,865New
Kennedy Capital Management, Inc.93,530$3.39M0.07%+13,643+17.1%Added
Barclays PLC92,402$3.35M0.00%+28,764+45.2%Added
Epoch Investment Partners, Inc.91,661$3.32M0.01%+91,661New
Nuveen Asset Management, LLC80,650$2.92M0.00%+1,612+2.0%Added
New York State Common Retirement Fund75,704$2.74M0.00%+23,600+45.3%Added
Ameriprise Financial Inc74,430$2.70M0.00%−52,156−41.2%Reduced
Daiwa Securities Group Inc.71,704$2.60M0.01%+13,026+22.2%Added
Qube Research & Technologies Ltd70,419$2.55M0.00%−212,069−75.1%Reduced
Jackson Square Capital, LLC70,000$2.53M0.63%00.0%Unchanged
Susquehanna International Group, LLP68,430$2.48M0.00%−19,357−22.0%Reduced
Teacher Retirement System of Texas66,539$2.41M0.01%+66,539New
Stifel Financial Corp63,538$2.30M0.00%−18,508−22.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.56,678$2.05M0.01%−51,546−47.6%Reduced
Redwood Investments, LLC55,993$2.03M0.60%+10,220+22.3%Added
Swiss National Bank53,900$1.95M0.00%+3,000+5.9%Added
First Trust Advisors LP53,672$1.94M0.00%−56,073−51.1%Reduced
Citigroup Inc52,006$1.88M0.00%+26,004+100.0%Added
Neuberger Berman Group LLC48,832$1.77M0.00%+1,801+3.8%Added
Natixis Advisors, L.P.44,662$1.62M0.00%+20,551+85.2%Added
Campbell & CO Investment Adviser LLC42,449$1.54M0.11%+1,470+3.6%Added
Rhumbline Advisers39,742$1.44M0.00%−1,142−2.8%Reduced
UBS Group AG39,416$1.43M0.00%+22,019+126.6%Added
UBS Asset Management Americas Inc34,024$1.23M0.00%−3,329−8.9%Reduced
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$1.17M0.04%00.0%Unchanged
Zacks Investment Management30,906$1.12M0.01%−874−2.8%Reduced
Jane Street Group, LLC28,441$1.03M0.00%−2,471−8.0%Reduced
Russell Investments Group, Ltd.26,626$964.1K0.00%+25,480+2,223.4%Added
US Bancorp26,361$954.5K0.00%+293+1.1%Added
California State Teachers Retirement System26,124$946.0K0.00%+719+2.8%Added
Victory Capital Management Inc25,321$916.9K0.00%+746+3.0%Added
Alliancebernstein L.P.24,850$899.8K0.00%00.0%Unchanged
Algert Global LLC24,490$886.8K0.02%−26,131−51.6%Reduced
State of Wisconsin Investment Board24,461$885.7K0.00%−7,923−24.5%Reduced
Legal & General Group Plc24,147$876.1K0.00%+676+2.9%Added
Berkeley, Inc23,898$865.3K0.25%+23,898New
Quent Capital, LLC23,836$863.1K0.09%00.0%Unchanged
Harvest Investment Services, LLC21,967$795.4K0.25%+21,967New
Azzad Asset Management Inc21,842$790.9K0.09%+4,721+27.6%Added
Bleakley Financial Group, LLC21,217$768.3K0.02%−348−1.6%Reduced
M&T Bank Corp21,091$763.3K0.00%+316+1.5%Added
Norden Group LLC20,798$753.1K0.09%+8,027+62.9%Added
Danske Bank A/S19,795$716.8K0.00%−15,336−43.7%Reduced
Vestcor Inc17,800$645.0K0.02%+17,800New
Principal Financial Group Inc17,472$632.7K0.00%−1,345−7.1%Reduced
MetLife Investment Management16,418$594.5K0.00%00.0%Unchanged
Cannon Global Investment Management, LLC16,000$579.4K1.39%00.0%Unchanged
Deutsche Bank AG15,890$575.4K0.00%−5,425−25.5%Reduced
Mariner, LLC15,688$568.1K0.00%+2,838+22.1%Added
Portside Wealth Group, LLC15,441$559.1K0.10%−1,440−8.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.15,338$555.4K0.00%+2,322+17.8%Added
Atria Investments LLC14,982$542.5K0.01%−6,047−28.8%Reduced
Corebridge Financial, Inc.14,955$541.5K0.00%−91−0.6%Reduced
Manufacturers Life Insurance Company, The14,138$511.9K0.00%−540−3.7%Reduced
Anchor Capital Advisors LLC14,034$508.2K0.01%−4,420−24.0%Reduced
JPMorgan Chase & Co12,951$469.0K0.00%−42,187−76.5%Reduced
Rafferty Asset Management, LLC12,312$445.8K0.00%−3,648−22.9%Reduced
Intech Investment Management LLC11,857$429.3K0.00%+11,857New
Numerai GP LLC11,609$420.4K0.11%+11,609New
PDT Partners, LLC11,398$412.7K0.04%+11,398New
Royal Bank of Canada11,280$409.0K0.00%−13,287−54.1%Reduced
LPL Financial LLC11,270$408.1K0.00%−1,943−14.7%Reduced
MML Investors Services, LLC11,202$406.0K0.00%+189+1.7%Added
Precision Wealth Strategies, LLC10,698$387.4K0.36%+1,598+17.6%Added