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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, Q2 2025

Institutional positions in Dream Finders Homes, Inc. as of Jun 30, 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
200
+5 vs. Q1 2025
Shares held
31.1M
+156.3K (+0.5%) vs. Q1 2025
Total value
$781.9M
+$83.1M (+11.9%) vs. Q1 2025
New holders
35
90 more added
Sold out
30
48 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 200 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: 197 institutionsQ2 2025: 200 institutionsQ3 2025: 197 institutionsQ4 2025: 191 institutionsQ1 2026: 192 institutionsQ2 2026: 206 institutions
Value heldQ2 2025: $783.9M
Q1 2021: $156.1MQ2 2021: $195.6MQ3 2021: $249.7MQ4 2021: $254.2MQ1 2022: $278.9MQ2 2022: $191.5MQ3 2022: $203.8MQ4 2022: $167.2MQ1 2023: $257.7MQ2 2023: $509.1MQ3 2023: $487.1MQ4 2023: $824.8MQ1 2024: $1.05BQ2 2024: $593.7MQ3 2024: $933.5MQ4 2024: $780.2MQ1 2025: $699.6MQ2 2025: $783.9MQ3 2025: $791.1MQ4 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$791.1M
Q2 2025200$783.9M
Q1 2025197$699.6M
Q4 2024191$780.2M
Q3 2024195$933.5M
Q2 2024184$593.7M
Q1 2024212$1.05B
Q4 2023183$824.8M
Q3 2023138$487.1M
Q2 2023110$509.1M
Q1 202394$257.7M
Q4 202292$167.2M
Q3 202288$203.8M
Q2 202282$191.5M
Q1 202281$278.9M
Q4 202160$254.2M
Q3 202149$249.7M
Q2 202147$195.6M
Q1 202145$156.1M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q1 2025.

Institutions holding DFH in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC5,923,893$148.9M0.36%−76,356−1.3%Reduced
BlackRock, Inc.4,503,501$113.2M0.00%+91,534+2.1%Added
Vanguard Group Inc3,113,168$78.2M0.00%+8,983+0.3%Added
Cooke & Bieler LP2,459,600$61.8M0.62%+280,510+12.9%Added
Janus Henderson Group PLC2,032,400$51.1M0.03%−70,872−3.4%Reduced
State Street Corp1,387,035$34.9M0.00%−22,756−1.6%Reduced
Dimensional Fund Advisors LP1,049,430$26.4M0.01%+207,024+24.6%Added
Arcus Capital Partners, LLC964,921$24.2M10.49%−266,383−21.6%Reduced
Fenimore Asset Management Inc688,292$17.3M0.35%+22,871+3.4%Added
Geode Capital Management, LLC685,435$17.2M0.00%+46,538+7.3%Added
Wells Fargo & Company533,337$13.4M0.00%+69,849+15.1%Added
Marshall Wace, LLP492,938$12.4M0.01%+492,938New
Elgethun Capital Management454,112$11.4M2.30%+269,024+145.3%Added
Goldman Sachs Group Inc366,432$9.21M0.00%−153,441−29.5%Reduced
Invesco Ltd.313,960$7.89M0.00%−209,603−40.0%Reduced
Denali Advisors LLC313,810$7.89M0.82%+36,314+13.1%Added
Northern Trust Corp305,791$7.68M0.00%+37,606+14.0%Added
Charles Schwab Investment Management Inc289,092$7.26M0.00%+23,184+8.7%Added
Morgan Stanley233,511$5.87M0.00%−205,158−46.8%Reduced
Bank of New York Mellon Corp221,702$5.57M0.00%+13,658+6.6%Added
SEI Investments Co213,512$5.37M0.01%+44,572+26.4%Added
Ameriprise Financial Inc208,368$5.24M0.00%+17,298+9.1%Added
Envestnet Asset Management Inc191,594$4.81M0.00%+4,268+2.3%Added
Bretton Capital Management, LLC170,500$4.28M3.87%00.0%Unchanged
UBS Group AG164,353$4.13M0.00%+76,871+87.9%Added
Principal Financial Group Inc160,070$4.02M0.00%+6,102+4.0%Added
De Lisle Partners LLP150,502$3.78M0.53%00.0%Unchanged
Lawson Kroeker Investment Management Inc136,519$3.43M0.64%+2,085+1.6%Added
Voloridge Investment Management, LLC125,264$3.15M0.01%−30,107−19.4%Reduced
Nordea Investment Management AB123,344$3.11M0.00%+1,427+1.2%Added
Davidson Kahn Capital Management, LLC106,347$2.68M1.72%+8,761+9.0%Added
New York State Common Retirement Fund99,604$2.50M0.00%+10,200+11.4%Added
Public Sector Pension Investment Board97,741$2.46M0.01%+10,813+12.4%Added
Verition Fund Management LLC97,296$2.45M0.01%+12,905+15.3%Added
Neuberger Berman Group LLC84,949$2.13M0.00%+12,374+17.0%Added
Daiwa Securities Group Inc.84,449$2.12M0.01%+8,645+11.4%Added
Rhumbline Advisers82,881$2.08M0.00%+7,198+9.5%Added
Barclays PLC79,836$2.01M0.00%−7,718−8.8%Reduced
Bank of America Corp75,655$1.90M0.00%+11,296+17.6%Added
Legal & General Group Plc74,849$1.88M0.00%−283−0.4%Reduced
UBS Asset Management Americas Inc71,474$1.80M0.00%+31,616+79.3%Added
Jackson Square Capital, LLC70,000$1.76M0.39%00.0%Unchanged
Quantbot Technologies LP69,936$1.76M0.05%+50,397+257.9%Added
Stifel Financial Corp69,932$1.76M0.00%−29,765−29.9%Reduced
Nuveen, LLC69,338$1.74M0.00%−7,882−10.2%Reduced
Rockefeller Capital Management L.P.61,791$1.55M0.00%+22,335+56.6%Added
Citigroup Inc59,810$1.50M0.00%−6,316−9.6%Reduced
Susquehanna International Group, LLP58,038$1.46M0.00%+10,946+23.2%Added
Swiss National Bank55,400$1.39M0.00%00.0%Unchanged
Epoch Investment Partners, Inc.49,724$1.25M0.01%+49,724New
Islay Capital Management, LLC48,395$1.22M0.78%+48,395New
D. E. Shaw & Co., Inc.46,388$1.17M0.00%+12,028+35.0%Added
Squarepoint Ops LLC43,915$1.10M0.00%+23,869+119.1%Added
Aquatic Capital Management LLC43,489$1.09M0.02%+17,132+65.0%Added
Commons Capital, LLC42,076$1.06M0.81%+30,000+248.4%Added
M&T Bank Corp40,063$1.01M0.00%+6,460+19.2%Added
PDT Partners, LLC39,494$992.5K0.06%−39,521−50.0%Reduced
Prudential Financial Inc29,910$835.2K0.00%+2,990+11.1%Added
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$809.2K0.03%00.0%Unchanged
American Century Companies Inc31,391$788.9K0.00%+31,391New
Citadel Advisors LLC31,204$784.2K0.00%−126,659−80.2%Reduced
BNP Paribas Arbitrage, SA31,018$779.5K0.00%−27,311−46.8%Reduced
Norden Group LLC29,918$751.8K0.08%+4,326+16.9%Added
Jump Financial, LLC25,912$651.2K0.01%+25,912New
California State Teachers Retirement System25,814$648.7K0.00%00.0%Unchanged
Alliancebernstein L.P.24,850$624.5K0.00%00.0%Unchanged
Rafferty Asset Management, LLC23,261$584.5K0.00%+3,759+19.3%Added
Portside Wealth Group, LLC23,124$581.1K0.09%+2,329+11.2%Added
SummitTX Capital, L.P.23,045$579.1K0.03%−26,952−53.9%Reduced
Balyasny Asset Management LLC23,040$579.0K0.00%+6,018+35.4%Added
US Bancorp23,025$578.6K0.00%+1,113+5.1%Added
West Tower Group, LLC23,000$578.0K1.25%−23,000−50.0%Reduced
Brevan Howard Capital Management LP22,779$572.4K0.01%+13,399+142.8%Added
Index Fund Advisors, Inc.22,777$572.4K0.03%+22,777New
National Bank of Canada22,350$561.7K0.00%+921+4.3%Added
Deutsche Bank AG22,225$558.5K0.00%−2,174−8.9%Reduced
ExodusPoint Capital Management, LP22,136$556.0K0.01%−6,564−22.9%Reduced
Versor Investments LP21,586$542.5K0.10%+21,586New
Anchor Capital Advisors LLC21,233$533.6K0.02%−1,443−6.4%Reduced
Integrated Wealth Concepts LLC21,163$531.8K0.01%+21,163New
Thrivent Financial for Lutherans21,076$530.0K0.00%+950+4.7%Added
Royal Bank of Canada20,522$515.0K0.00%+10,247+99.7%Added
Wiley Bros.-Aintree Capital, LLC19,150$481.2K0.00%+3,227+20.3%Added
Callan Family Office, LLC19,062$479.0K0.02%+19,062New
JPMorgan Chase & Co18,243$458.4K0.00%−21,221−53.8%Reduced
DHK Financial Advisors, Inc.17,780$446.8K0.26%00.0%Unchanged
Victory Capital Management Inc17,312$435.1K0.00%+2,012+13.2%Added
MetLife Investment Management17,182$431.8K0.00%+157+0.9%Added
State of Alaska, Department of Revenue17,053$428.0K0.00%+1,870+12.3%Added
Jackson Creek Investment Advisors LLC16,959$426.0K0.11%+16,959New
Mirae Asset Global ETFs Holdings Ltd.16,543$415.7K0.00%−54−0.3%Reduced
Atria Investments LLC16,422$412.7K0.00%+1,236+8.1%Added
Precision Wealth Strategies, LLC16,233$407.9K0.13%+1,062+7.0%Added
Alps Advisors Inc15,146$380.6K0.00%+183+1.2%Added
Price T Rowe Associates Inc15,092$380.0K0.00%+2,816+22.9%Added
Dynamic Technology Lab Private Ltd13,413$338.0K0.05%−7,435−35.7%Reduced
Illinois Municipal Retirement Fund13,445$337.9K0.00%−186−1.4%Reduced
Louisiana State Employees Retirement System13,400$336.7K0.01%+500+3.9%Added
Renaissance Technologies LLC13,300$334.2K0.00%−96,310−87.9%Reduced
Intech Investment Management LLC13,166$330.9K0.00%−10,335−44.0%Reduced