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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, Q3 2025

Institutional positions in Dream Finders Homes, Inc. as of Sep 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
197
−1 vs. Q2 2025
Shares held
30.5M
−579.8K (−1.9%) vs. Q2 2025
Total value
$790.7M
+$9.32M (+1.2%) vs. Q2 2025
New holders
27
65 more added
Sold out
28
67 more reduced

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 197 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 heldQ3 2025: $790.7M
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 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, Q3 2025

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q2 2025.

Institutions holding DFH in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC5,310,374$137.6M0.34%−613,519−10.4%Reduced
BlackRock, Inc.4,546,320$117.8M0.00%+42,819+1.0%Added
Vanguard Group Inc3,088,567$80.1M0.00%−24,601−0.8%Reduced
Cooke & Bieler LP2,470,118$64.0M0.66%+10,518+0.4%Added
Janus Henderson Group PLC1,856,621$48.1M0.02%−175,779−8.6%Reduced
State Street Corp1,539,386$39.9M0.00%+152,351+11.0%Added
Dimensional Fund Advisors LP1,137,490$29.5M0.01%+88,060+8.4%Added
Arcus Capital Partners, LLC947,121$24.5M10.74%−17,800−1.8%Reduced
Geode Capital Management, LLC703,986$18.2M0.00%+18,551+2.7%Added
Fenimore Asset Management Inc689,132$17.9M0.36%+840+0.1%Added
Wells Fargo & Company497,053$12.9M0.00%−36,284−6.8%Reduced
Elgethun Capital Management457,587$11.8M2.14%+3,475+0.8%Added
Marshall Wace, LLP373,218$9.67M0.01%−119,720−24.3%Reduced
Driehaus Capital Management LLC363,102$9.41M0.07%+363,102New
Northern Trust Corp300,362$7.79M0.00%−5,429−1.8%Reduced
Invesco Ltd.298,649$7.74M0.00%−15,311−4.9%Reduced
Charles Schwab Investment Management Inc292,860$7.59M0.00%+3,768+1.3%Added
Denali Advisors LLC276,458$7.17M0.81%−37,352−11.9%Reduced
Goldman Sachs Group Inc265,102$6.87M0.00%−101,330−27.7%Reduced
Bank of New York Mellon Corp226,114$5.86M0.00%+4,412+2.0%Added
Morgan Stanley216,537$5.61M0.00%−16,974−7.3%Reduced
SEI Investments Co213,522$5.53M0.01%+100.0%Added
Ameriprise Financial Inc177,253$4.59M0.00%−31,115−14.9%Reduced
Bretton Capital Management, LLC170,500$4.42M3.73%00.0%Unchanged
Bank of America Corp162,323$4.21M0.00%+86,668+114.6%Added
De Lisle Partners LLP150,502$3.90M0.48%00.0%Unchanged
Envestnet Asset Management Inc149,520$3.88M0.00%−42,074−22.0%Reduced
Principal Financial Group Inc139,383$3.61M0.00%−20,687−12.9%Reduced
Millennium Management LLC127,331$3.30M0.00%+116,058+1,029.5%Added
Lawson Kroeker Investment Management Inc123,489$3.20M0.58%−13,030−9.5%Reduced
Public Sector Pension Investment Board112,414$2.91M0.01%+14,673+15.0%Added
Davidson Kahn Capital Management, LLC105,866$2.74M1.53%−481−0.5%Reduced
Voloridge Investment Management, LLC90,347$2.34M0.01%−34,917−27.9%Reduced
Brandywine Global Investment Management, LLC89,250$2.31M0.02%+89,250New
New York State Common Retirement Fund87,404$2.27M0.00%−12,200−12.2%Reduced
Rhumbline Advisers82,482$2.14M0.00%−399−0.5%Reduced
Epoch Investment Partners, Inc.82,334$2.13M0.01%+32,610+65.6%Added
Daiwa Securities Group Inc.78,961$2.05M0.01%−5,488−6.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund77,000$2.00M0.00%+77,000New
Legal & General Group Plc72,469$1.88M0.00%−2,380−3.2%Reduced
Jackson Square Capital, LLC70,000$1.81M0.40%00.0%Unchanged
Jane Street Group, LLC69,532$1.80M0.00%+58,763+545.7%Added
Nuveen, LLC69,338$1.80M0.00%00.0%Unchanged
UBS Group AG69,128$1.79M0.00%−95,225−57.9%Reduced
Rockefeller Capital Management L.P.62,578$1.62M0.00%+787+1.3%Added
Barclays PLC61,607$1.60M0.00%−18,229−22.8%Reduced
Swiss National Bank55,400$1.44M0.00%00.0%Unchanged
Citadel Advisors LLC55,283$1.43M0.00%+24,079+77.2%Added
Dark Forest Capital Management LP52,014$1.35M0.05%+52,014New
Neuberger Berman Group LLC50,132$1.30M0.00%−34,817−41.0%Reduced
American Century Companies Inc49,799$1.29M0.00%+18,408+58.6%Added
Stifel Financial Corp48,828$1.27M0.00%−21,104−30.2%Reduced
Balyasny Asset Management LLC48,322$1.25M0.00%+25,282+109.7%Added
Citigroup Inc48,101$1.25M0.00%−11,709−19.6%Reduced
D. E. Shaw & Co., Inc.46,600$1.21M0.00%+212+0.5%Added
Susquehanna International Group, LLP44,489$1.15M0.00%−13,549−23.3%Reduced
Rafferty Asset Management, LLC43,509$1.13M0.00%+20,248+87.0%Added
Verition Fund Management LLC43,332$1.12M0.01%−53,964−55.5%Reduced
PDT Partners, LLC39,494$1.02M0.06%00.0%Unchanged
Quest Partners LLC38,406$995.5K0.07%+32,419+541.5%Added
UBS Asset Management Americas Inc36,609$948.9K0.00%−34,865−48.8%Reduced
Squarepoint Ops LLC34,834$902.9K0.00%−9,081−20.7%Reduced
Quantbot Technologies LP34,418$892.1K0.02%−35,518−50.8%Reduced
Raymond James Financial Inc33,678$872.9K0.00%+27,321+429.8%Added
Walleye Capital LLC33,648$872.2K0.01%+33,648New
M&T Bank Corp33,029$855.9K0.00%−7,034−17.6%Reduced
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$834.7K0.03%00.0%Unchanged
California State Teachers Retirement System29,678$769.3K0.00%+3,864+15.0%Added
Prudential Financial Inc28,935$750.0K0.00%−975−3.3%Reduced
AQR Capital Management LLC28,898$749.0K0.00%+28,898New
Islay Capital Management, LLC27,830$721.4K0.41%−20,565−42.5%Reduced
BNP Paribas Arbitrage, SA27,729$718.7K0.00%−3,289−10.6%Reduced
Commons Capital, LLC26,076$675.9K0.45%−16,000−38.0%Reduced
Campbell & CO Investment Adviser LLC25,313$656.1K0.05%+25,313New
Deutsche Bank AG25,064$649.7K0.00%+2,839+12.8%Added
Alliancebernstein L.P.24,850$644.1K0.00%00.0%Unchanged
Jump Financial, LLC23,134$599.6K0.01%−2,778−10.7%Reduced
Norden Group LLC22,578$585.2K0.06%−7,340−24.5%Reduced
National Bank of Canada21,873$566.5K0.00%−477−2.1%Reduced
Integrated Wealth Concepts LLC21,238$550.5K0.00%+75+0.4%Added
Anchor Capital Advisors LLC21,233$550.4K0.02%00.0%Unchanged
US Bancorp21,045$545.5K0.00%−1,980−8.6%Reduced
Aquatic Capital Management LLC20,842$540.2K0.01%−22,647−52.1%Reduced
Thrivent Financial for Lutherans20,797$539.0K0.00%−279−1.3%Reduced
West Tower Group, LLC19,951$517.1K1.50%−3,049−13.3%Reduced
Wiley Bros.-Aintree Capital, LLC18,989$491.8K0.00%−161−0.8%Reduced
SummitTX Capital, L.P.18,630$482.9K0.02%−4,415−19.2%Reduced
Victory Capital Management Inc18,166$470.9K0.00%+854+4.9%Added
Quantinno Capital Management LP17,431$451.8K0.00%+9,345+115.6%Added
MetLife Investment Management17,182$445.4K0.00%00.0%Unchanged
Price T Rowe Associates Inc16,478$428.0K0.00%+1,386+9.2%Added
Atria Investments LLC16,453$426.5K0.00%+31+0.2%Added
Intech Investment Management LLC14,671$380.3K0.00%+1,505+11.4%Added
Portside Wealth Group, LLC14,518$376.3K0.05%−8,606−37.2%Reduced
State of Alaska, Department of Revenue14,506$375.0K0.00%−2,547−14.9%Reduced
Illinois Municipal Retirement Fund14,465$374.9K0.00%+1,020+7.6%Added
JPMorgan Chase & Co14,240$369.1K0.00%−4,003−21.9%Reduced
Handelsbanken Fonder AB14,200$368.0K0.00%+4,100+40.6%Added
Mirae Asset Global ETFs Holdings Ltd.14,190$367.8K0.00%−2,353−14.2%Reduced
Engineers Gate Manager LP13,311$345.0K0.00%+13,311New