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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 2025

Institutional positions in Dream Finders Homes, Inc. as of Dec 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
191
−4 vs. Q3 2025
Shares held
29.3M
−1.24M (−4.1%) vs. Q3 2025
Total value
$500.4M
−$290.2M (−36.7%) vs. Q3 2025
New holders
31
60 more added
Sold out
35
78 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 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: 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 heldQ4 2025: $500.4M
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 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, Q4 2025

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q3 2025.

Institutions holding DFH in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,500,840$77.0M0.00%−45,480−1.0%Reduced
Kayne Anderson Rudnick Investment Management LLC4,424,576$75.7M0.20%−885,798−16.7%Reduced
Vanguard Group Inc3,093,381$52.9M0.00%+4,814+0.2%Added
Cooke & Bieler LP2,487,064$42.5M0.44%+16,946+0.7%Added
Janus Henderson Group PLC1,784,104$30.5M0.01%−72,517−3.9%Reduced
State Street Corp1,545,418$26.4M0.00%+6,032+0.4%Added
Dimensional Fund Advisors LP1,214,409$20.8M0.00%+76,919+6.8%Added
Arcus Capital Partners, LLC873,818$14.9M5.36%−73,303−7.7%Reduced
Geode Capital Management, LLC693,868$11.9M0.00%−10,118−1.4%Reduced
Fenimore Asset Management Inc686,041$11.7M0.24%−3,091−0.4%Reduced
Elgethun Capital Management495,037$8.47M1.46%+37,450+8.2%Added
Goldman Sachs Group Inc460,844$7.88M0.00%+195,742+73.8%Added
Invesco Ltd.447,880$7.66M0.00%+149,231+50.0%Added
Millennium Management LLC382,170$6.54M0.00%+254,839+200.1%Added
Wells Fargo & Company375,405$6.42M0.00%−121,648−24.5%Reduced
Northern Trust Corp267,989$4.58M0.00%−32,373−10.8%Reduced
Denali Advisors LLC260,019$4.45M0.49%−16,439−5.9%Reduced
Morgan Stanley258,526$4.42M0.00%+41,989+19.4%Added
Charles Schwab Investment Management Inc249,927$4.27M0.00%−42,933−14.7%Reduced
Marshall Wace, LLP189,932$3.25M0.00%−183,286−49.1%Reduced
SEI Investments Co189,696$3.24M0.00%−23,826−11.2%Reduced
UBS Group AG187,760$3.21M0.00%+118,632+171.6%Added
De Lisle Partners LLP171,453$2.93M0.38%+20,951+13.9%Added
Bretton Capital Management, LLC170,500$2.92M2.44%00.0%Unchanged
Bank of New York Mellon Corp162,508$2.78M0.00%−63,606−28.1%Reduced
SG Americas Securities, LLC155,946$2.67M0.00%+145,842+1,443.4%Added
Ameriprise Financial Inc146,344$2.50M0.00%−30,909−17.4%Reduced
Principal Financial Group Inc137,045$2.34M0.00%−2,338−1.7%Reduced
Rockefeller Capital Management L.P.128,872$2.20M0.00%+66,294+105.9%Added
Balyasny Asset Management LLC120,770$2.07M0.00%+72,448+149.9%Added
Davidson Kahn Capital Management, LLC111,804$1.91M0.99%+5,938+5.6%Added
Public Sector Pension Investment Board99,834$1.71M0.01%−12,580−11.2%Reduced
Bank of America Corp96,425$1.65M0.00%−65,898−40.6%Reduced
Epoch Investment Partners, Inc.83,275$1.42M0.01%+941+1.1%Added
New York State Common Retirement Fund81,204$1.39M0.00%−6,200−7.1%Reduced
First Manhattan Co80,225$1.37M0.00%+80,225New
Envestnet Asset Management Inc78,885$1.35M0.00%−70,635−47.2%Reduced
Squarepoint Ops LLC78,248$1.34M0.00%+43,414+124.6%Added
Rhumbline Advisers78,145$1.34M0.00%−4,337−5.3%Reduced
Nuveen, LLC77,027$1.32M0.00%+7,689+11.1%Added
Barclays PLC76,161$1.30M0.00%+14,554+23.6%Added
Daiwa Securities Group Inc.70,717$1.21M0.00%−8,244−10.4%Reduced
Quest Partners LLC70,606$1.21M0.07%+32,200+83.8%Added
Jackson Square Capital, LLC69,500$1.19M0.24%−500−0.7%Reduced
Legal & General Group Plc67,795$1.16M0.00%−4,674−6.4%Reduced
Voloridge Investment Management, LLC64,311$1.10M0.00%−26,036−28.8%Reduced
Swiss National Bank55,400$947.3K0.00%00.0%Unchanged
Deutsche Bank AG53,688$918.1K0.00%+28,624+114.2%Added
Quantinno Capital Management LP53,651$917.4K0.00%+36,220+207.8%Added
Verition Fund Management LLC52,832$903.4K0.00%+9,500+21.9%Added
Brevan Howard Capital Management LP52,283$894.0K0.02%+52,283New
American Century Companies Inc50,806$868.8K0.00%+1,007+2.0%Added
D. E. Shaw & Co., Inc.48,992$837.8K0.00%+2,392+5.1%Added
Rafferty Asset Management, LLC47,013$803.9K0.00%+3,504+8.1%Added
JPMorgan Chase & Co40,063$685.1K0.00%+25,823+181.3%Added
Raymond James Financial Inc39,996$683.9K0.00%+6,318+18.8%Added
Stifel Financial Corp37,974$649.4K0.00%−10,854−22.2%Reduced
Citigroup Inc36,857$630.3K0.00%−11,244−23.4%Reduced
UBS Asset Management Americas Inc36,810$629.5K0.00%+201+0.5%Added
XTX Topco Ltd35,527$607.5K0.02%+24,288+216.1%Added
Campbell & CO Investment Adviser LLC33,780$577.6K0.03%+8,467+33.4%Added
AQR Capital Management LLC32,295$552.2K0.00%+3,397+11.8%Added
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$550.7K0.02%00.0%Unchanged
Jane Street Group, LLC30,675$524.5K0.00%−38,857−55.9%Reduced
Quantbot Technologies LP30,469$521.0K0.02%−3,949−11.5%Reduced
VARCOV Co.28,891$494.0K0.19%+28,891New
HRT Financial LP28,664$490.0K0.00%+28,664New
Prudential Financial Inc26,905$460.1K0.00%−2,030−7.0%Reduced
California State Teachers Retirement System26,781$458.0K0.00%−2,897−9.8%Reduced
National Bank of Canada26,624$454.7K0.00%+4,751+21.7%Added
Commons Capital, LLC26,076$445.9K0.31%00.0%Unchanged
West Tower Group, LLC25,789$441.0K1.01%+5,838+29.3%Added
Quent Capital, LLC23,836$407.6K0.03%+23,836New
Boothbay Fund Management, LLC23,123$395.4K0.01%+23,123New
Aristeia Capital LLC22,404$383.1K0.01%+22,404New
SummitTX Capital, L.P.21,751$371.9K0.01%+3,121+16.8%Added
Integrated Wealth Concepts LLC21,430$366.5K0.00%+192+0.9%Added
Anchor Capital Advisors LLC21,233$363.1K0.01%00.0%Unchanged
Victory Capital Management Inc20,966$358.5K0.00%+2,800+15.4%Added
Engineers Gate Manager LP20,304$347.2K0.00%+6,993+52.5%Added
Thrivent Financial for Lutherans19,738$338.0K0.00%−1,059−5.1%Reduced
US Bancorp19,104$326.7K0.00%−1,941−9.2%Reduced
Alliancebernstein L.P.18,380$314.3K0.00%−6,470−26.0%Reduced
Price T Rowe Associates Inc17,885$306.0K0.00%+1,407+8.5%Added
MetLife Investment Management17,182$293.8K0.00%00.0%Unchanged
M&T Bank Corp16,588$283.7K0.00%−16,441−49.8%Reduced
Susquehanna International Group, LLP16,498$282.1K0.00%−27,991−62.9%Reduced
Illinois Municipal Retirement Fund16,234$277.6K0.00%+1,769+12.2%Added
Susquehanna Portfolio Strategies, LLC16,149$276.1K0.00%+16,149New
Neuberger Berman Group LLC14,977$256.1K0.00%−35,155−70.1%Reduced
BNP Paribas Arbitrage, SA14,779$252.7K0.00%−12,950−46.7%Reduced
State of Alaska, Department of Revenue14,442$246.0K0.00%−64−0.4%Reduced
Intech Investment Management LLC14,276$244.1K0.00%−395−2.7%Reduced
Handelsbanken Fonder AB14,200$243.0K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC13,758$235.3K0.00%+13,758New
Mirae Asset Global ETFs Holdings Ltd.13,687$234.0K0.00%−503−3.5%Reduced
Penserra Capital Management LLC13,408$229.0K0.00%+1,871+16.2%Added
Louisiana State Employees Retirement System13,200$225.7K0.00%−100−0.8%Reduced
Qube Research & Technologies Ltd12,823$219.3K0.00%+12,823New
LPL Financial LLC12,327$210.8K0.00%−598−4.6%Reduced