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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 206 | $535.3M |
| Q1 2026 | 192 | $423.8M |
| Q4 2025 | 191 | $500.4M |
| Q3 2025 | 197 | $790.7M |
| Q2 2025 | 200 | $781.9M |
| Q1 2025 | 196 | $698.7M |
| Q4 2024 | 191 | $779.4M |
| Q3 2024 | 195 | $933.1M |
| Q2 2024 | 184 | $592.3M |
| Q1 2024 | 212 | $1.03B |
| Q4 2023 | 183 | $819.2M |
| Q3 2023 | 138 | $487.1M |
| Q2 2023 | 110 | $509.1M |
| Q1 2023 | 95 | $256.7M |
| Q4 2022 | 92 | $167.2M |
| Q3 2022 | 88 | $203.8M |
| Q2 2022 | 82 | $191.5M |
| Q1 2022 | 81 | $278.9M |
| Q4 2021 | 60 | $253.8M |
| Q3 2021 | 49 | $249.7M |
| Q2 2021 | 47 | $195.6M |
| Q1 2021 | 45 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 10,706 | $387.0K | 0.00% | +5,384+101.2% | Added |
| Institute for Wealth Management, LLC. | 10,670 | $386.4K | 0.05% | +10,670 | New |
| Alps Advisors Inc | 10,264 | $371.7K | 0.00% | +1,249+13.9% | Added |
| Handelsbanken Fonder AB | 10,100 | $366.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 9,851 | $356.7K | 0.11% | −10,969−52.7% | Reduced |
| National Bank of Canada | 9,392 | $340.1K | 0.00% | −26−0.3% | Reduced |
| Voya Investment Management LLC | 9,370 | $339.3K | 0.00% | −138−1.5% | Reduced |
| Price T Rowe Associates Inc | 9,239 | $335.0K | 0.00% | +331+3.7% | Added |
| Game Plan Financial Advisors, LLC | 9,000 | $325.9K | 0.16% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,889 | $321.9K | 0.00% | −14,166−61.4% | Reduced |
| CastleKnight Management LP | 8,800 | $318.6K | 0.04% | +8,800 | New |
| TD Waterhouse Canada Inc. | 8,415 | $303.2K | 0.00% | +1,103+15.1% | Added |
| Alliance Wealth Advisors, LLC | 8,151 | $295.1K | 0.08% | −144−1.7% | Reduced |
| Arizona State Retirement System | 7,947 | $287.8K | 0.00% | +7,947 | New |
| Simplex Trading, LLC | 7,841 | $283.0K | 0.01% | +7,841 | New |
| First Manhattan Co | 7,600 | $275.2K | 0.00% | +7,600 | New |
| Quadrature Capital Ltd | 7,193 | $260.5K | 0.01% | +7,193 | New |
| Marshall Wace, LLP | 7,143 | $258.6K | 0.00% | −7,957−52.7% | Reduced |
| Cornerstone Investment Partners, LLC | 7,106 | $257.3K | 0.01% | +7,106 | New |
| State Board of Administration of Florida Retirement System | 6,950 | $251.7K | 0.00% | +6,950 | New |
| American Century Companies Inc | 6,615 | $239.5K | 0.00% | −210,935−97.0% | Reduced |
| HighTower Advisors, LLC | 6,443 | $234.0K | 0.00% | +6,443 | New |
| Cambridge Investment Research Advisors, Inc. | 6,381 | $231.0K | 0.00% | +6,381 | New |
| Atria Wealth Solutions, Inc. | 5,813 | $210.5K | 0.00% | +5,813 | New |
| Counterpoint Mutual Funds LLC | 5,673 | $205.4K | 0.04% | +5,673 | New |
| Captrust Financial Advisors | 5,594 | $202.6K | 0.00% | −17,121−75.4% | Reduced |
| SG Americas Securities, LLC | 4,870 | $176.0K | 0.00% | −6,613−57.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,801 | $137.6K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,500 | $126.7K | 0.06% | +1,600+84.2% | Added |
| Advisor Group Holdings, Inc. | 3,282 | $118.8K | 0.00% | +11+0.3% | Added |
| Shell Asset Management Co | 3,195 | $116.0K | 0.01% | +3,195 | New |
| Palouse Capital Management, Inc. | 3,076 | $111.4K | 0.07% | 00.0% | Unchanged |
| FMR LLC | 2,945 | $106.6K | 0.00% | +1,468+99.4% | Added |
| ORG Wealth Partners, LLC | 2,896 | $104.9K | 0.03% | +2,896 | New |
| Ameritas Investment Partners, Inc. | 2,735 | $99.0K | 0.00% | +345+14.4% | Added |
| Farther Finance Advisors, LLC | 2,596 | $94.0K | 0.00% | −407−13.6% | Reduced |
| State of Wyoming | 2,504 | $90.7K | 0.01% | −4,688−65.2% | Reduced |
| Bryn Mawr Trust Co | 1,747 | $63.3K | 0.00% | +1,747 | New |
| Allspring Global Investments Holdings, LLC | 1,324 | $47.9K | 0.00% | −156,287−99.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,288 | $46.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,223 | $44.3K | 0.00% | −2,791−69.5% | Reduced |
| Avalon Trust Co | 1,200 | $43.5K | 0.00% | −10−0.8% | Reduced |
| STRS Ohio | 1,200 | $43.5K | 0.00% | +1,200 | New |
| Aster Capital Management (DIFC) Ltd | 1,049 | $38.0K | 0.01% | +1,049 | New |
| Mark Sheptoff Financial Planning, LLC | 900 | $32.6K | 0.02% | +900 | New |
| Amalgamated Bank | 824 | $30.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 635 | $23.0K | 0.00% | +52+8.9% | Added |
| Adirondack Trust Co | 615 | $22.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 605 | $21.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 603 | $21.8K | 0.00% | +603 | New |
| Federation des caisses Desjardins du Quebec | 600 | $21.7K | 0.00% | +200+50.0% | Added |
| Naples Money Management LLC | 500 | $18.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 450 | $16.3K | 0.00% | −1,000−69.0% | Reduced |
| Truvestments Capital LLC | 380 | $13.8K | 0.00% | +380 | New |
| The PNC Financial Services Group, Inc. | 364 | $13.2K | 0.00% | −18−4.7% | Reduced |
| Harbour Investments, Inc. | 360 | $13.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 347 | $12.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 324 | $12.0K | 0.00% | −111−25.5% | Reduced |
| Signaturefd, LLC | 314 | $11.4K | 0.00% | +48+18.0% | Added |
| Harbor Capital Advisors, Inc. | 295 | $11.0K | 0.00% | +295 | New |
| Lindbrook Capital, LLC | 226 | $8.18K | 0.00% | +56+32.9% | Added |
| Ridgewood Investments LLC | 200 | $7.24K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 189 | $6.84K | 0.00% | +118+166.2% | Added |
| Tucker Asset Management LLC | 186 | $6.74K | 0.00% | −18−8.8% | Reduced |
| Fortitude Family Office, LLC | 179 | $6.48K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 133 | $4.82K | 0.00% | +133 | New |
| Wolff Wiese Magana LLC | 130 | $4.71K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 120 | $4.34K | 0.00% | +68+130.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 106 | $3.84K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 105 | $3.80K | 0.00% | +14+15.4% | Added |
| GAMMA Investing LLC | 98 | $3.55K | 0.00% | +67+216.1% | Added |
| Quadrant Capital Group LLC | 97 | $3.51K | 0.00% | +55+131.0% | Added |
| Parallel Advisors, LLC | 92 | $3.33K | 0.00% | +8+9.5% | Added |
| Jones Financial Companies LLLP | 77 | $2.82K | 0.00% | +77 | New |
| Comerica Bank | 77 | $2.80K | 0.00% | −292−79.1% | Reduced |
| CIBC Private Wealth Group, LLC | 73 | $2.64K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 72 | $2.61K | 0.00% | +72 | New |
| Geneos Wealth Management Inc. | 69 | $2.50K | 0.00% | +69 | New |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | +45 | New |
| Allworth Financial LP | 54 | $1.96K | 0.00% | −20−27.0% | Reduced |
| Rothschild Investment LLC | 45 | $1.63K | 0.00% | −18,125−99.8% | Reduced |
| Sterling Capital Management LLC | 29 | $1.05K | 0.00% | +29 | New |
| Hollencrest Capital Management | 27 | $978 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $905 | 0.00% | −14−35.9% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $833 | 0.00% | +14+155.6% | Added |
| Quest Partners LLC | 8 | $290 | 0.00% | −48−85.7% | Reduced |
| Smartleaf Asset Management LLC | 7 | $256 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 5 | $181 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $145 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $145 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $73 | 0.00% | +2 | New |
| GWM Advisors LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $36 | 0.00% | +1 | New |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 7 | $0 | 0.00% | +7 | New |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −348,800−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −18,680−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −21,565−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −21,302−100.0% | Sold out |