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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: 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 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 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, 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
BNP Paribas Arbitrage, SA14,779$252.7K0.00%−12,950−46.7%Reduced
Neuberger Berman Group LLC14,977$256.1K0.00%−35,155−70.1%Reduced
Susquehanna Portfolio Strategies, LLC16,149$276.1K0.00%+16,149New
Illinois Municipal Retirement Fund16,234$277.6K0.00%+1,769+12.2%Added
Susquehanna International Group, LLP16,498$282.1K0.00%−27,991−62.9%Reduced
M&T Bank Corp16,588$283.7K0.00%−16,441−49.8%Reduced
MetLife Investment Management17,182$293.8K0.00%00.0%Unchanged
Price T Rowe Associates Inc17,885$306.0K0.00%+1,407+8.5%Added
Alliancebernstein L.P.18,380$314.3K0.00%−6,470−26.0%Reduced
US Bancorp19,104$326.7K0.00%−1,941−9.2%Reduced
Thrivent Financial for Lutherans19,738$338.0K0.00%−1,059−5.1%Reduced
Engineers Gate Manager LP20,304$347.2K0.00%+6,993+52.5%Added
Victory Capital Management Inc20,966$358.5K0.00%+2,800+15.4%Added
Anchor Capital Advisors LLC21,233$363.1K0.01%00.0%Unchanged
Integrated Wealth Concepts LLC21,430$366.5K0.00%+192+0.9%Added
SummitTX Capital, L.P.21,751$371.9K0.01%+3,121+16.8%Added
Aristeia Capital LLC22,404$383.1K0.01%+22,404New
Boothbay Fund Management, LLC23,123$395.4K0.01%+23,123New
Quent Capital, LLC23,836$407.6K0.03%+23,836New
West Tower Group, LLC25,789$441.0K1.01%+5,838+29.3%Added
Commons Capital, LLC26,076$445.9K0.31%00.0%Unchanged
National Bank of Canada26,624$454.7K0.00%+4,751+21.7%Added
California State Teachers Retirement System26,781$458.0K0.00%−2,897−9.8%Reduced
Prudential Financial Inc26,905$460.1K0.00%−2,030−7.0%Reduced
HRT Financial LP28,664$490.0K0.00%+28,664New
VARCOV Co.28,891$494.0K0.19%+28,891New
Quantbot Technologies LP30,469$521.0K0.02%−3,949−11.5%Reduced
Jane Street Group, LLC30,675$524.5K0.00%−38,857−55.9%Reduced
Giverny Capital Inc.SuperinvestorGiverny Capital32,202$550.7K0.02%00.0%Unchanged
AQR Capital Management LLC32,295$552.2K0.00%+3,397+11.8%Added
Campbell & CO Investment Adviser LLC33,780$577.6K0.03%+8,467+33.4%Added
XTX Topco Ltd35,527$607.5K0.02%+24,288+216.1%Added
UBS Asset Management Americas Inc36,810$629.5K0.00%+201+0.5%Added
Citigroup Inc36,857$630.3K0.00%−11,244−23.4%Reduced
Stifel Financial Corp37,974$649.4K0.00%−10,854−22.2%Reduced
Raymond James Financial Inc39,996$683.9K0.00%+6,318+18.8%Added
JPMorgan Chase & Co40,063$685.1K0.00%+25,823+181.3%Added
Rafferty Asset Management, LLC47,013$803.9K0.00%+3,504+8.1%Added
D. E. Shaw & Co., Inc.48,992$837.8K0.00%+2,392+5.1%Added
American Century Companies Inc50,806$868.8K0.00%+1,007+2.0%Added
Brevan Howard Capital Management LP52,283$894.0K0.02%+52,283New
Verition Fund Management LLC52,832$903.4K0.00%+9,500+21.9%Added
Quantinno Capital Management LP53,651$917.4K0.00%+36,220+207.8%Added
Deutsche Bank AG53,688$918.1K0.00%+28,624+114.2%Added
Swiss National Bank55,400$947.3K0.00%00.0%Unchanged
Voloridge Investment Management, LLC64,311$1.10M0.00%−26,036−28.8%Reduced
Legal & General Group Plc67,795$1.16M0.00%−4,674−6.4%Reduced
Jackson Square Capital, LLC69,500$1.19M0.24%−500−0.7%Reduced
Quest Partners LLC70,606$1.21M0.07%+32,200+83.8%Added
Daiwa Securities Group Inc.70,717$1.21M0.00%−8,244−10.4%Reduced
Barclays PLC76,161$1.30M0.00%+14,554+23.6%Added
Nuveen, LLC77,027$1.32M0.00%+7,689+11.1%Added
Rhumbline Advisers78,145$1.34M0.00%−4,337−5.3%Reduced
Squarepoint Ops LLC78,248$1.34M0.00%+43,414+124.6%Added
Envestnet Asset Management Inc78,885$1.35M0.00%−70,635−47.2%Reduced
First Manhattan Co80,225$1.37M0.00%+80,225New
New York State Common Retirement Fund81,204$1.39M0.00%−6,200−7.1%Reduced
Epoch Investment Partners, Inc.83,275$1.42M0.01%+941+1.1%Added
Bank of America Corp96,425$1.65M0.00%−65,898−40.6%Reduced
Public Sector Pension Investment Board99,834$1.71M0.01%−12,580−11.2%Reduced
Davidson Kahn Capital Management, LLC111,804$1.91M0.99%+5,938+5.6%Added
Balyasny Asset Management LLC120,770$2.07M0.00%+72,448+149.9%Added
Rockefeller Capital Management L.P.128,872$2.20M0.00%+66,294+105.9%Added
Principal Financial Group Inc137,045$2.34M0.00%−2,338−1.7%Reduced
Ameriprise Financial Inc146,344$2.50M0.00%−30,909−17.4%Reduced
SG Americas Securities, LLC155,946$2.67M0.00%+145,842+1,443.4%Added
Bank of New York Mellon Corp162,508$2.78M0.00%−63,606−28.1%Reduced
Bretton Capital Management, LLC170,500$2.92M2.44%00.0%Unchanged
De Lisle Partners LLP171,453$2.93M0.38%+20,951+13.9%Added
UBS Group AG187,760$3.21M0.00%+118,632+171.6%Added
SEI Investments Co189,696$3.24M0.00%−23,826−11.2%Reduced
Marshall Wace, LLP189,932$3.25M0.00%−183,286−49.1%Reduced
Charles Schwab Investment Management Inc249,927$4.27M0.00%−42,933−14.7%Reduced
Morgan Stanley258,526$4.42M0.00%+41,989+19.4%Added
Denali Advisors LLC260,019$4.45M0.49%−16,439−5.9%Reduced
Northern Trust Corp267,989$4.58M0.00%−32,373−10.8%Reduced
Wells Fargo & Company375,405$6.42M0.00%−121,648−24.5%Reduced
Millennium Management LLC382,170$6.54M0.00%+254,839+200.1%Added
Invesco Ltd.447,880$7.66M0.00%+149,231+50.0%Added
Goldman Sachs Group Inc460,844$7.88M0.00%+195,742+73.8%Added
Elgethun Capital Management495,037$8.47M1.46%+37,450+8.2%Added
Fenimore Asset Management Inc686,041$11.7M0.24%−3,091−0.4%Reduced
Geode Capital Management, LLC693,868$11.9M0.00%−10,118−1.4%Reduced
Arcus Capital Partners, LLC873,818$14.9M5.36%−73,303−7.7%Reduced
Dimensional Fund Advisors LP1,214,409$20.8M0.00%+76,919+6.8%Added
State Street Corp1,545,418$26.4M0.00%+6,032+0.4%Added
Janus Henderson Group PLC1,784,104$30.5M0.01%−72,517−3.9%Reduced
Cooke & Bieler LP2,487,064$42.5M0.44%+16,946+0.7%Added
Vanguard Group Inc3,093,381$52.9M0.00%+4,814+0.2%Added
Kayne Anderson Rudnick Investment Management LLC4,424,576$75.7M0.20%−885,798−16.7%Reduced
BlackRock, Inc.4,500,840$77.0M0.00%−45,480−1.0%Reduced
Driehaus Capital Management LLC0$00.00%−363,102−100.0%Sold out
Lawson Kroeker Investment Management Inc0$00.00%−123,489−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−89,250−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−77,000−100.0%Sold out
Citadel Advisors LLC0$00.00%−55,283−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−52,014−100.0%Sold out
PDT Partners, LLC0$00.00%−39,494−100.0%Sold out
Walleye Capital LLC0$00.00%−33,648−100.0%Sold out
Jump Financial, LLC0$00.00%−23,134−100.0%Sold out