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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, 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
Corebridge Financial, Inc.14,586$329.1K0.00%−285−1.9%Reduced
Alps Advisors Inc14,963$337.6K0.00%+4,899+48.7%Added
State of Alaska, Department of Revenue15,183$342.0K0.00%−366−2.4%Reduced
Precision Wealth Strategies, LLC15,171$342.3K0.26%+3,044+25.1%Added
Atria Investments LLC15,186$342.6K0.00%+1,766+13.2%Added
Victory Capital Management Inc15,300$345.2K0.00%−18,549−54.8%Reduced
Wiley Bros.-Aintree Capital, LLC15,923$361.5K0.00%+2,662+20.1%Added
Mirae Asset Global ETFs Holdings Ltd.16,597$374.4K0.00%+681+4.3%Added
Balyasny Asset Management LLC17,022$384.0K0.00%−30,028−63.8%Reduced
MetLife Investment Management17,025$384.1K0.00%−346−2.0%Reduced
DHK Financial Advisors, Inc.17,780$401.1K0.22%+17,780New
TD Waterhouse Canada Inc.18,549$413.6K0.00%+5,795+45.4%Added
Rafferty Asset Management, LLC19,502$440.0K0.00%+974+5.3%Added
Quantbot Technologies LP19,539$440.8K0.01%+8,808+82.1%Added
Algert Global LLC19,950$450.1K0.01%+19,950New
Squarepoint Ops LLC20,046$452.2K0.00%+20,046New
Thrivent Financial for Lutherans20,126$454.0K0.00%−1,053−5.0%Reduced
Portside Wealth Group, LLC20,795$469.1K0.08%+312+1.5%Added
Dynamic Technology Lab Private Ltd20,848$470.0K0.07%+20,848New
National Bank of Canada21,429$482.4K0.00%+4,121+23.8%Added
US Bancorp21,912$494.3K0.00%−6,401−22.6%Reduced
Fox Run Management, L.L.C.22,480$507.1K0.08%+22,480New
Anchor Capital Advisors LLC22,676$511.6K0.02%+8,642+61.6%Added
Intech Investment Management LLC23,501$530.2K0.01%+5,825+33.0%Added
Deutsche Bank AG24,399$550.4K0.00%−760−3.0%Reduced
Alliancebernstein L.P.24,850$560.6K0.00%−1,161−4.5%Reduced
Norden Group LLC25,592$577.4K0.07%−4,971−16.3%Reduced
Vestcor Inc25,600$578.0K0.02%+7,800+43.8%Added
California State Teachers Retirement System25,814$582.4K0.00%00.0%Unchanged
Aquatic Capital Management LLC26,357$594.6K0.02%+26,357New
ExodusPoint Capital Management, LP28,700$647.0K0.01%+28,700New
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$726.5K0.03%00.0%Unchanged
Prudential Financial Inc26,920$755.5K0.00%+220+0.8%Added
M&T Bank Corp33,603$757.7K0.00%+3,306+10.9%Added
D. E. Shaw & Co., Inc.34,360$775.2K0.00%+12,104+54.4%Added
Campbell & CO Investment Adviser LLC35,408$798.8K0.06%+6,963+24.5%Added
Captrust Financial Advisors35,743$806.4K0.00%+35,743New
Rockefeller Capital Management L.P.39,456$890.1K0.00%+39,456New
JPMorgan Chase & Co39,464$890.3K0.00%−53,920−57.7%Reduced
UBS Asset Management Americas Inc39,858$899.2K0.00%+658+1.7%Added
West Tower Group, LLC46,000$1.04M2.73%+46,000New
Susquehanna International Group, LLP47,092$1.06M0.00%+15,663+49.8%Added
SummitTX Capital, L.P.49,997$1.13M0.05%+49,997New
Swiss National Bank55,400$1.25M0.00%+1,500+2.8%Added
BNP Paribas Arbitrage, SA58,329$1.32M0.00%+42,441+267.1%Added
Millennium Management LLC58,830$1.33M0.00%−32,806−35.8%Reduced
Bank of America Corp64,359$1.45M0.00%−149−0.2%Reduced
Citigroup Inc66,126$1.49M0.00%+8,355+14.5%Added
Jackson Square Capital, LLC70,000$1.58M0.51%00.0%Unchanged
Neuberger Berman Group LLC72,575$1.64M0.00%+2,071+2.9%Added
Legal & General Group Plc75,132$1.70M0.00%−4,710−5.9%Reduced
Rhumbline Advisers75,683$1.71M0.00%−140.0%Reduced
Daiwa Securities Group Inc.75,804$1.71M0.01%−1,900−2.4%Reduced
Nuveen, LLC77,220$1.74M0.00%+77,220New
PDT Partners, LLC79,015$1.78M0.13%+42,912+118.9%Added
Verition Fund Management LLC84,391$1.90M0.01%+20,519+32.1%Added
Public Sector Pension Investment Board86,928$1.96M0.01%+17,758+25.7%Added
UBS Group AG87,482$1.97M0.00%−82,879−48.6%Reduced
Barclays PLC87,554$1.98M0.00%−33,686−27.8%Reduced
New York State Common Retirement Fund89,404$2.02M0.00%+12,000+15.5%Added
Davidson Kahn Capital Management, LLC97,586$2.20M1.70%+41,931+75.3%Added
Stifel Financial Corp99,697$2.25M0.00%+18,691+23.1%Added
Renaissance Technologies LLC109,610$2.47M0.00%−180,957−62.3%Reduced
Nordea Investment Management AB121,917$2.73M0.00%+1,320+1.1%Added
TownSquare Capital, LLC130,093$2.93M0.03%−7,068−5.2%Reduced
Brandywine Global Investment Management, LLC130,112$2.94M0.02%+130,112New
Lawson Kroeker Investment Management Inc134,434$3.03M0.56%−7,811−5.5%Reduced
De Lisle Partners LLP150,502$3.39M0.56%−22,441−13.0%Reduced
Principal Financial Group Inc153,968$3.47M0.00%+3,320+2.2%Added
Voloridge Investment Management, LLC155,371$3.51M0.01%−96,964−38.4%Reduced
Citadel Advisors LLC157,863$3.56M0.00%+121,372+332.6%Added
SEI Investments Co168,940$3.81M0.00%+11,997+7.6%Added
First Trust Advisors LP168,963$3.81M0.00%+100,283+146.0%Added
Bretton Capital Management, LLC170,500$3.85M3.64%+46,000+36.9%Added
Elgethun Capital Management185,088$4.18M0.93%+57,384+44.9%Added
Envestnet Asset Management Inc187,326$4.23M0.00%+2,321+1.3%Added
Ameriprise Financial Inc191,070$4.31M0.00%+36,639+23.7%Added
Bank of New York Mellon Corp208,044$4.69M0.00%−2,882−1.4%Reduced
Hennessy Advisors Inc211,500$4.77M0.16%−24,200−10.3%Reduced
Charles Schwab Investment Management Inc265,908$6.00M0.00%+28,388+12.0%Added
Northern Trust Corp268,185$6.05M0.00%−30,071−10.1%Reduced
Denali Advisors LLC277,496$6.26M0.71%+51,638+22.9%Added
Morgan Stanley438,669$9.90M0.00%−29,905−6.4%Reduced
Wells Fargo & Company463,488$10.5M0.00%+21,032+4.8%Added
Goldman Sachs Group Inc519,873$11.7M0.00%+41,117+8.6%Added
Invesco Ltd.523,563$11.8M0.00%+15,660+3.1%Added
Geode Capital Management, LLC638,897$14.4M0.00%+14,579+2.3%Added
Fenimore Asset Management Inc665,421$15.0M0.32%+107,840+19.3%Added
Dimensional Fund Advisors LP842,406$19.0M0.00%+157,551+23.0%Added
Arcus Capital Partners, LLC1,231,304$27.8M11.15%−830,037−40.3%Reduced
State Street Corp1,409,791$31.8M0.00%−215,530−13.3%Reduced
Janus Henderson Group PLC2,103,272$47.7M0.03%+38,282+1.9%Added
Cooke & Bieler LP2,179,090$49.2M0.49%−17,885−0.8%Reduced
Vanguard Group Inc3,104,185$70.0M0.00%−23,792−0.8%Reduced
BlackRock, Inc.4,411,967$99.5M0.00%−120,900−2.7%Reduced
Kayne Anderson Rudnick Investment Management LLC6,000,249$135.4M0.33%−9,525−0.2%Reduced
Axiom Investors LLC0$00.00%−122,787−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−57,322−100.0%Sold out
Redwood Investments, LLC0$00.00%−55,942−100.0%Sold out
Danske Bank A/S0$00.00%−48,318−100.0%Sold out