Skip to main content

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, Q1 2025

Institutional positions in Dream Finders Homes, Inc. as of Mar 31, 2025. 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
196
+7 vs. Q4 2024
Shares held
31.0M
−645.2K (−2.0%) vs. Q4 2024
Total value
$698.7M
−$78.9M (−10.1%) vs. Q4 2024
New holders
38
79 more added
Sold out
31
54 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 196 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 heldQ1 2025: $698.7M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q4 2024.

Institutions holding DFH in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC6,000,249$135.4M0.33%−9,525−0.2%Reduced
BlackRock, Inc.4,411,967$99.5M0.00%−120,900−2.7%Reduced
Vanguard Group Inc3,104,185$70.0M0.00%−23,792−0.8%Reduced
Cooke & Bieler LP2,179,090$49.2M0.49%−17,885−0.8%Reduced
Janus Henderson Group PLC2,103,272$47.7M0.03%+38,282+1.9%Added
State Street Corp1,409,791$31.8M0.00%−215,530−13.3%Reduced
Arcus Capital Partners, LLC1,231,304$27.8M11.15%−830,037−40.3%Reduced
Dimensional Fund Advisors LP842,406$19.0M0.00%+157,551+23.0%Added
Fenimore Asset Management Inc665,421$15.0M0.32%+107,840+19.3%Added
Geode Capital Management, LLC638,897$14.4M0.00%+14,579+2.3%Added
Invesco Ltd.523,563$11.8M0.00%+15,660+3.1%Added
Goldman Sachs Group Inc519,873$11.7M0.00%+41,117+8.6%Added
Wells Fargo & Company463,488$10.5M0.00%+21,032+4.8%Added
Morgan Stanley438,669$9.90M0.00%−29,905−6.4%Reduced
Denali Advisors LLC277,496$6.26M0.71%+51,638+22.9%Added
Northern Trust Corp268,185$6.05M0.00%−30,071−10.1%Reduced
Charles Schwab Investment Management Inc265,908$6.00M0.00%+28,388+12.0%Added
Hennessy Advisors Inc211,500$4.77M0.16%−24,200−10.3%Reduced
Bank of New York Mellon Corp208,044$4.69M0.00%−2,882−1.4%Reduced
Ameriprise Financial Inc191,070$4.31M0.00%+36,639+23.7%Added
Envestnet Asset Management Inc187,326$4.23M0.00%+2,321+1.3%Added
Elgethun Capital Management185,088$4.18M0.93%+57,384+44.9%Added
Bretton Capital Management, LLC170,500$3.85M3.64%+46,000+36.9%Added
First Trust Advisors LP168,963$3.81M0.00%+100,283+146.0%Added
SEI Investments Co168,940$3.81M0.00%+11,997+7.6%Added
Citadel Advisors LLC157,863$3.56M0.00%+121,372+332.6%Added
Voloridge Investment Management, LLC155,371$3.51M0.01%−96,964−38.4%Reduced
Principal Financial Group Inc153,968$3.47M0.00%+3,320+2.2%Added
De Lisle Partners LLP150,502$3.39M0.56%−22,441−13.0%Reduced
Lawson Kroeker Investment Management Inc134,434$3.03M0.56%−7,811−5.5%Reduced
Brandywine Global Investment Management, LLC130,112$2.94M0.02%+130,112New
TownSquare Capital, LLC130,093$2.93M0.03%−7,068−5.2%Reduced
Nordea Investment Management AB121,917$2.73M0.00%+1,320+1.1%Added
Renaissance Technologies LLC109,610$2.47M0.00%−180,957−62.3%Reduced
Stifel Financial Corp99,697$2.25M0.00%+18,691+23.1%Added
Davidson Kahn Capital Management, LLC97,586$2.20M1.70%+41,931+75.3%Added
New York State Common Retirement Fund89,404$2.02M0.00%+12,000+15.5%Added
Barclays PLC87,554$1.98M0.00%−33,686−27.8%Reduced
UBS Group AG87,482$1.97M0.00%−82,879−48.6%Reduced
Public Sector Pension Investment Board86,928$1.96M0.01%+17,758+25.7%Added
Verition Fund Management LLC84,391$1.90M0.01%+20,519+32.1%Added
PDT Partners, LLC79,015$1.78M0.13%+42,912+118.9%Added
Nuveen, LLC77,220$1.74M0.00%+77,220New
Daiwa Securities Group Inc.75,804$1.71M0.01%−1,900−2.4%Reduced
Rhumbline Advisers75,683$1.71M0.00%−140.0%Reduced
Legal & General Group Plc75,132$1.70M0.00%−4,710−5.9%Reduced
Neuberger Berman Group LLC72,575$1.64M0.00%+2,071+2.9%Added
Jackson Square Capital, LLC70,000$1.58M0.51%00.0%Unchanged
Citigroup Inc66,126$1.49M0.00%+8,355+14.5%Added
Bank of America Corp64,359$1.45M0.00%−149−0.2%Reduced
Millennium Management LLC58,830$1.33M0.00%−32,806−35.8%Reduced
BNP Paribas Arbitrage, SA58,329$1.32M0.00%+42,441+267.1%Added
Swiss National Bank55,400$1.25M0.00%+1,500+2.8%Added
SummitTX Capital, L.P.49,997$1.13M0.05%+49,997New
Susquehanna International Group, LLP47,092$1.06M0.00%+15,663+49.8%Added
West Tower Group, LLC46,000$1.04M2.73%+46,000New
UBS Asset Management Americas Inc39,858$899.2K0.00%+658+1.7%Added
JPMorgan Chase & Co39,464$890.3K0.00%−53,920−57.7%Reduced
Rockefeller Capital Management L.P.39,456$890.1K0.00%+39,456New
Captrust Financial Advisors35,743$806.4K0.00%+35,743New
Campbell & CO Investment Adviser LLC35,408$798.8K0.06%+6,963+24.5%Added
D. E. Shaw & Co., Inc.34,360$775.2K0.00%+12,104+54.4%Added
M&T Bank Corp33,603$757.7K0.00%+3,306+10.9%Added
Prudential Financial Inc26,920$755.5K0.00%+220+0.8%Added
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$726.5K0.03%00.0%Unchanged
ExodusPoint Capital Management, LP28,700$647.0K0.01%+28,700New
Aquatic Capital Management LLC26,357$594.6K0.02%+26,357New
California State Teachers Retirement System25,814$582.4K0.00%00.0%Unchanged
Vestcor Inc25,600$578.0K0.02%+7,800+43.8%Added
Norden Group LLC25,592$577.4K0.07%−4,971−16.3%Reduced
Alliancebernstein L.P.24,850$560.6K0.00%−1,161−4.5%Reduced
Deutsche Bank AG24,399$550.4K0.00%−760−3.0%Reduced
Intech Investment Management LLC23,501$530.2K0.01%+5,825+33.0%Added
Anchor Capital Advisors LLC22,676$511.6K0.02%+8,642+61.6%Added
Fox Run Management, L.L.C.22,480$507.1K0.08%+22,480New
US Bancorp21,912$494.3K0.00%−6,401−22.6%Reduced
National Bank of Canada21,429$482.4K0.00%+4,121+23.8%Added
Dynamic Technology Lab Private Ltd20,848$470.0K0.07%+20,848New
Portside Wealth Group, LLC20,795$469.1K0.08%+312+1.5%Added
Thrivent Financial for Lutherans20,126$454.0K0.00%−1,053−5.0%Reduced
Squarepoint Ops LLC20,046$452.2K0.00%+20,046New
Algert Global LLC19,950$450.1K0.01%+19,950New
Quantbot Technologies LP19,539$440.8K0.01%+8,808+82.1%Added
Rafferty Asset Management, LLC19,502$440.0K0.00%+974+5.3%Added
TD Waterhouse Canada Inc.18,549$413.6K0.00%+5,795+45.4%Added
DHK Financial Advisors, Inc.17,780$401.1K0.22%+17,780New
MetLife Investment Management17,025$384.1K0.00%−346−2.0%Reduced
Balyasny Asset Management LLC17,022$384.0K0.00%−30,028−63.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.16,597$374.4K0.00%+681+4.3%Added
Wiley Bros.-Aintree Capital, LLC15,923$361.5K0.00%+2,662+20.1%Added
Victory Capital Management Inc15,300$345.2K0.00%−18,549−54.8%Reduced
Atria Investments LLC15,186$342.6K0.00%+1,766+13.2%Added
Precision Wealth Strategies, LLC15,171$342.3K0.26%+3,044+25.1%Added
State of Alaska, Department of Revenue15,183$342.0K0.00%−366−2.4%Reduced
Alps Advisors Inc14,963$337.6K0.00%+4,899+48.7%Added
Corebridge Financial, Inc.14,586$329.1K0.00%−285−1.9%Reduced
HRT Financial LP14,461$326.0K0.00%+14,461New
Illinois Municipal Retirement Fund13,631$307.5K0.00%−2,924−17.7%Reduced
Louisiana State Employees Retirement System12,900$291.0K0.01%−300−2.3%Reduced
Price T Rowe Associates Inc12,276$277.0K0.00%+1,491+13.8%Added