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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: 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 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 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, 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
Atria Investments LLC13,420$312.3K0.00%−1,562−10.4%Reduced
Manufacturers Life Insurance Company, The13,427$312.4K0.00%−711−5.0%Reduced
Engineers Gate Manager LP13,842$322.1K0.01%+13,842New
Anchor Capital Advisors LLC14,034$326.6K0.01%00.0%Unchanged
Corebridge Financial, Inc.14,871$346.0K0.00%−84−0.6%Reduced
Lazard Asset Management LLC15,186$353.0K0.00%+4,480+41.8%Added
State of Alaska, Department of Revenue15,549$361.0K0.00%+15,549New
BNP Paribas Arbitrage, SA15,888$369.7K0.00%+15,888New
Mirae Asset Global ETFs Holdings Ltd.15,916$370.4K0.00%+578+3.8%Added
Illinois Municipal Retirement Fund16,555$385.2K0.01%+16,555New
National Bank of Canada17,308$402.8K0.00%+7,916+84.3%Added
MetLife Investment Management17,371$404.2K0.00%+953+5.8%Added
Intech Investment Management LLC17,676$411.3K0.00%+5,819+49.1%Added
Vestcor Inc17,800$414.0K0.01%00.0%Unchanged
Rafferty Asset Management, LLC18,528$431.1K0.00%+6,216+50.5%Added
Tower Research Capital LLC (TRC)19,171$446.1K0.01%+17,948+1,467.5%Added
Portside Wealth Group, LLC20,483$476.6K0.08%+5,042+32.7%Added
Thrivent Financial for Lutherans21,179$493.0K0.00%+21,179New
D. E. Shaw & Co., Inc.22,256$517.9K0.00%+22,256New
Deutsche Bank AG25,159$585.5K0.00%+9,269+58.3%Added
California State Teachers Retirement System25,814$600.7K0.00%−310−1.2%Reduced
Alliancebernstein L.P.26,011$605.3K0.00%+1,161+4.7%Added
Marshall Wace, LLP26,768$622.9K0.00%+19,625+274.7%Added
US Bancorp28,313$658.8K0.00%+1,952+7.4%Added
Campbell & CO Investment Adviser LLC28,445$661.9K0.05%−14,004−33.0%Reduced
Walleye Capital LLC29,099$677.1K0.01%+20,210+227.4%Added
M&T Bank Corp30,297$705.0K0.00%+9,206+43.6%Added
Norden Group LLC30,563$711.2K0.08%+9,765+47.0%Added
Susquehanna International Group, LLP31,429$731.4K0.00%−37,001−54.1%Reduced
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$749.3K0.03%00.0%Unchanged
Prudential Financial Inc26,700$750.5K0.00%+26,700New
Victory Capital Management Inc33,849$787.7K0.00%+8,528+33.7%Added
PDT Partners, LLC36,103$840.1K0.07%+24,705+216.7%Added
Citadel Advisors LLC36,491$849.1K0.00%−147,789−80.2%Reduced
UBS Asset Management Americas Inc39,200$912.2K0.00%+5,176+15.2%Added
Azzad Asset Management Inc39,522$919.7K0.18%+17,680+80.9%Added
Balyasny Asset Management LLC47,050$1.09M0.00%+47,050New
Danske Bank A/S48,318$1.12M0.00%+28,523+144.1%Added
Swiss National Bank53,900$1.25M0.00%00.0%Unchanged
Davidson Kahn Capital Management, LLC55,655$1.30M1.20%+55,655New
Redwood Investments, LLC55,942$1.30M0.35%−51−0.1%Reduced
Epoch Investment Partners, Inc.57,322$1.33M0.01%−34,339−37.5%Reduced
Citigroup Inc57,771$1.34M0.00%+5,765+11.1%Added
Verition Fund Management LLC63,872$1.49M0.01%+63,872New
Bank of America Corp64,508$1.50M0.00%−607,470−90.4%Reduced
First Trust Advisors LP68,680$1.60M0.00%+15,008+28.0%Added
Public Sector Pension Investment Board69,170$1.61M0.01%+69,170New
Jackson Square Capital, LLC70,000$1.63M0.39%00.0%Unchanged
Neuberger Berman Group LLC70,504$1.64M0.00%+21,672+44.4%Added
Rhumbline Advisers75,697$1.76M0.00%+35,955+90.5%Added
Nuveen Asset Management, LLC77,220$1.80M0.00%−3,430−4.3%Reduced
New York State Common Retirement Fund77,404$1.80M0.00%+1,700+2.2%Added
Daiwa Securities Group Inc.77,704$1.81M0.01%+6,000+8.4%Added
Legal & General Group Plc79,842$1.88M0.00%+55,695+230.6%Added
Stifel Financial Corp81,006$1.89M0.00%+17,468+27.5%Added
Millennium Management LLC91,636$2.13M0.00%−26,924−22.7%Reduced
JPMorgan Chase & Co93,384$2.17M0.00%+80,433+621.1%Added
Nordea Investment Management AB120,597$2.81M0.00%+4,971+4.3%Added
Barclays PLC121,240$2.82M0.00%+28,838+31.2%Added
Axiom Investors LLC122,787$2.86M0.02%−62,908−33.9%Reduced
Bretton Capital Management, LLC124,500$2.90M2.79%00.0%Unchanged
Elgethun Capital Management127,704$2.97M0.72%+11,726+10.1%Added
TownSquare Capital, LLC137,161$3.19M0.04%+33,099+31.8%Added
Lawson Kroeker Investment Management Inc142,245$3.31M0.62%−912−0.6%Reduced
Principal Financial Group Inc150,648$3.51M0.00%+133,176+762.2%Added
Ameriprise Financial Inc154,431$3.59M0.00%+80,001+107.5%Added
SEI Investments Co156,943$3.65M0.00%+8,625+5.8%Added
UBS Group AG170,361$3.96M0.00%+130,945+332.2%Added
De Lisle Partners LLP172,943$4.03M0.59%00.0%Unchanged
Envestnet Asset Management Inc185,005$4.31M0.00%+60,125+48.1%Added
Bank of New York Mellon Corp210,926$4.91M0.00%+85,957+68.8%Added
Denali Advisors LLC225,858$5.26M0.55%+7,616+3.5%Added
Hennessy Advisors Inc235,700$5.48M0.16%+15,100+6.8%Added
Charles Schwab Investment Management Inc237,520$5.53M0.00%+10,869+4.8%Added
Voloridge Investment Management, LLC252,335$5.87M0.02%+155,470+160.5%Added
Renaissance Technologies LLC290,567$6.76M0.01%−37,043−11.3%Reduced
Northern Trust Corp298,256$6.94M0.00%+34,043+12.9%Added
Wells Fargo & Company442,456$10.3M0.00%+148,789+50.7%Added
Morgan Stanley468,574$10.9M0.00%+146,936+45.7%Added
Goldman Sachs Group Inc478,756$11.1M0.00%+336,372+236.2%Added
Invesco Ltd.507,903$11.8M0.00%+344,426+210.7%Added
Fenimore Asset Management Inc557,581$13.0M0.27%−3,250−0.6%Reduced
Geode Capital Management, LLC624,318$14.5M0.00%+1,976+0.3%Added
Dimensional Fund Advisors LP684,855$15.9M0.00%+159,882+30.5%Added
State Street Corp1,625,321$37.8M0.00%+462,791+39.8%Added
Janus Henderson Group PLC2,064,990$48.1M0.02%+1,375,305+199.4%Added
Cooke & Bieler LP2,196,975$51.1M0.49%+361,616+19.7%Added
Vanguard Group Inc3,127,977$72.8M0.00%+605,508+24.0%Added
Arcus Capital Partners, LLC2,061,341$90.1M28.52%+359,659+21.1%Added
BlackRock, Inc.4,532,867$105.5M0.00%+2,233,530+97.1%Added
Kayne Anderson Rudnick Investment Management LLC6,009,774$139.8M0.32%+594,592+11.0%Added
Hood River Capital Management LLC0$00.00%−828,368−100.0%Sold out
Wasatch Advisors Inc0$00.00%−240,448−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−174,639−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−121,323−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−93,530−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−70,419−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−66,539−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−56,678−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−44,662−100.0%Sold out