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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 2024

Institutional positions in Dream Finders Homes, Inc. as of Dec 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
191
−3 vs. Q3 2024
Shares held
31.7M
+5.90M (+22.9%) vs. Q3 2024
Total value
$779.4M
−$153.6M (−16.5%) vs. Q3 2024
New holders
47
80 more added
Sold out
50
35 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 191 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 2024: $779.4M
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 2024

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q3 2024.

Institutions holding DFH in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC6,009,774$139.8M0.32%+594,592+11.0%Added
BlackRock, Inc.4,532,867$105.5M0.00%+2,233,530+97.1%Added
Arcus Capital Partners, LLC2,061,341$90.1M28.52%+359,659+21.1%Added
Vanguard Group Inc3,127,977$72.8M0.00%+605,508+24.0%Added
Cooke & Bieler LP2,196,975$51.1M0.49%+361,616+19.7%Added
Janus Henderson Group PLC2,064,990$48.1M0.02%+1,375,305+199.4%Added
State Street Corp1,625,321$37.8M0.00%+462,791+39.8%Added
Dimensional Fund Advisors LP684,855$15.9M0.00%+159,882+30.5%Added
Geode Capital Management, LLC624,318$14.5M0.00%+1,976+0.3%Added
Fenimore Asset Management Inc557,581$13.0M0.27%−3,250−0.6%Reduced
Invesco Ltd.507,903$11.8M0.00%+344,426+210.7%Added
Goldman Sachs Group Inc478,756$11.1M0.00%+336,372+236.2%Added
Morgan Stanley468,574$10.9M0.00%+146,936+45.7%Added
Wells Fargo & Company442,456$10.3M0.00%+148,789+50.7%Added
Northern Trust Corp298,256$6.94M0.00%+34,043+12.9%Added
Renaissance Technologies LLC290,567$6.76M0.01%−37,043−11.3%Reduced
Voloridge Investment Management, LLC252,335$5.87M0.02%+155,470+160.5%Added
Charles Schwab Investment Management Inc237,520$5.53M0.00%+10,869+4.8%Added
Hennessy Advisors Inc235,700$5.48M0.16%+15,100+6.8%Added
Denali Advisors LLC225,858$5.26M0.55%+7,616+3.5%Added
Bank of New York Mellon Corp210,926$4.91M0.00%+85,957+68.8%Added
Envestnet Asset Management Inc185,005$4.31M0.00%+60,125+48.1%Added
De Lisle Partners LLP172,943$4.03M0.59%00.0%Unchanged
UBS Group AG170,361$3.96M0.00%+130,945+332.2%Added
SEI Investments Co156,943$3.65M0.00%+8,625+5.8%Added
Ameriprise Financial Inc154,431$3.59M0.00%+80,001+107.5%Added
Principal Financial Group Inc150,648$3.51M0.00%+133,176+762.2%Added
Lawson Kroeker Investment Management Inc142,245$3.31M0.62%−912−0.6%Reduced
TownSquare Capital, LLC137,161$3.19M0.04%+33,099+31.8%Added
Elgethun Capital Management127,704$2.97M0.72%+11,726+10.1%Added
Bretton Capital Management, LLC124,500$2.90M2.79%00.0%Unchanged
Axiom Investors LLC122,787$2.86M0.02%−62,908−33.9%Reduced
Barclays PLC121,240$2.82M0.00%+28,838+31.2%Added
Nordea Investment Management AB120,597$2.81M0.00%+4,971+4.3%Added
JPMorgan Chase & Co93,384$2.17M0.00%+80,433+621.1%Added
Millennium Management LLC91,636$2.13M0.00%−26,924−22.7%Reduced
Stifel Financial Corp81,006$1.89M0.00%+17,468+27.5%Added
Legal & General Group Plc79,842$1.88M0.00%+55,695+230.6%Added
Daiwa Securities Group Inc.77,704$1.81M0.01%+6,000+8.4%Added
New York State Common Retirement Fund77,404$1.80M0.00%+1,700+2.2%Added
Nuveen Asset Management, LLC77,220$1.80M0.00%−3,430−4.3%Reduced
Rhumbline Advisers75,697$1.76M0.00%+35,955+90.5%Added
Neuberger Berman Group LLC70,504$1.64M0.00%+21,672+44.4%Added
Jackson Square Capital, LLC70,000$1.63M0.39%00.0%Unchanged
Public Sector Pension Investment Board69,170$1.61M0.01%+69,170New
First Trust Advisors LP68,680$1.60M0.00%+15,008+28.0%Added
Bank of America Corp64,508$1.50M0.00%−607,470−90.4%Reduced
Verition Fund Management LLC63,872$1.49M0.01%+63,872New
Citigroup Inc57,771$1.34M0.00%+5,765+11.1%Added
Epoch Investment Partners, Inc.57,322$1.33M0.01%−34,339−37.5%Reduced
Redwood Investments, LLC55,942$1.30M0.35%−51−0.1%Reduced
Davidson Kahn Capital Management, LLC55,655$1.30M1.20%+55,655New
Swiss National Bank53,900$1.25M0.00%00.0%Unchanged
Danske Bank A/S48,318$1.12M0.00%+28,523+144.1%Added
Balyasny Asset Management LLC47,050$1.09M0.00%+47,050New
Azzad Asset Management Inc39,522$919.7K0.18%+17,680+80.9%Added
UBS Asset Management Americas Inc39,200$912.2K0.00%+5,176+15.2%Added
Citadel Advisors LLC36,491$849.1K0.00%−147,789−80.2%Reduced
PDT Partners, LLC36,103$840.1K0.07%+24,705+216.7%Added
Victory Capital Management Inc33,849$787.7K0.00%+8,528+33.7%Added
Prudential Financial Inc26,700$750.5K0.00%+26,700New
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$749.3K0.03%00.0%Unchanged
Susquehanna International Group, LLP31,429$731.4K0.00%−37,001−54.1%Reduced
Norden Group LLC30,563$711.2K0.08%+9,765+47.0%Added
M&T Bank Corp30,297$705.0K0.00%+9,206+43.6%Added
Walleye Capital LLC29,099$677.1K0.01%+20,210+227.4%Added
Campbell & CO Investment Adviser LLC28,445$661.9K0.05%−14,004−33.0%Reduced
US Bancorp28,313$658.8K0.00%+1,952+7.4%Added
Marshall Wace, LLP26,768$622.9K0.00%+19,625+274.7%Added
Alliancebernstein L.P.26,011$605.3K0.00%+1,161+4.7%Added
California State Teachers Retirement System25,814$600.7K0.00%−310−1.2%Reduced
Deutsche Bank AG25,159$585.5K0.00%+9,269+58.3%Added
D. E. Shaw & Co., Inc.22,256$517.9K0.00%+22,256New
Thrivent Financial for Lutherans21,179$493.0K0.00%+21,179New
Portside Wealth Group, LLC20,483$476.6K0.08%+5,042+32.7%Added
Tower Research Capital LLC (TRC)19,171$446.1K0.01%+17,948+1,467.5%Added
Rafferty Asset Management, LLC18,528$431.1K0.00%+6,216+50.5%Added
Vestcor Inc17,800$414.0K0.01%00.0%Unchanged
Intech Investment Management LLC17,676$411.3K0.00%+5,819+49.1%Added
MetLife Investment Management17,371$404.2K0.00%+953+5.8%Added
National Bank of Canada17,308$402.8K0.00%+7,916+84.3%Added
Illinois Municipal Retirement Fund16,555$385.2K0.01%+16,555New
Mirae Asset Global ETFs Holdings Ltd.15,916$370.4K0.00%+578+3.8%Added
BNP Paribas Arbitrage, SA15,888$369.7K0.00%+15,888New
State of Alaska, Department of Revenue15,549$361.0K0.00%+15,549New
Lazard Asset Management LLC15,186$353.0K0.00%+4,480+41.8%Added
Corebridge Financial, Inc.14,871$346.0K0.00%−84−0.6%Reduced
Anchor Capital Advisors LLC14,034$326.6K0.01%00.0%Unchanged
Engineers Gate Manager LP13,842$322.1K0.01%+13,842New
Manufacturers Life Insurance Company, The13,427$312.4K0.00%−711−5.0%Reduced
Atria Investments LLC13,420$312.3K0.00%−1,562−10.4%Reduced
Wiley Bros.-Aintree Capital, LLC13,261$310.9K0.00%+13,261New
Louisiana State Employees Retirement System13,200$307.2K0.01%+13,200New
TD Waterhouse Canada Inc.12,754$296.8K0.00%+4,339+51.6%Added
Brevan Howard Capital Management LP12,329$286.9K0.01%+12,329New
Mariner, LLC12,313$286.5K0.00%−3,375−21.5%Reduced
Alliance Wealth Advisors, LLC12,304$286.3K0.07%+4,153+51.0%Added
Precision Wealth Strategies, LLC12,127$282.2K0.22%+1,429+13.4%Added
Price T Rowe Associates Inc10,785$251.0K0.00%+1,546+16.7%Added
Quantbot Technologies LP10,731$249.7K0.01%+10,731New