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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 2026

Institutional positions in Dream Finders Homes, Inc. as of Mar 31, 2026. 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
192
+5 vs. Q4 2025
Shares held
30.4M
+4.28M (+16.4%) vs. Q4 2025
Total value
$423.8M
−$23.6M (−5.3%) vs. Q4 2025
New holders
46
78 more added
Sold out
41
45 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 192 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 2026: $423.8M
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 2026

Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q4 2025.

Institutions holding DFH in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Asset Management, Ltd16,564$230.6K0.00%+16,564New
Alliancebernstein L.P.13,880$237.3K0.00%−4,500−24.5%Reduced
MetLife Investment Management17,182$239.2K0.00%00.0%Unchanged
Illinois Municipal Retirement Fund17,761$247.2K0.00%+1,527+9.4%Added
Thrivent Financial for Lutherans19,172$267.0K0.00%−566−2.9%Reduced
Quadrature Capital Ltd19,322$269.0K0.00%+19,322New
Price T Rowe Associates Inc20,337$284.0K0.00%+2,452+13.7%Added
Callan Family Office, LLC20,642$287.3K0.01%+20,642New
Gsa Capital Partners LLP20,707$288.0K0.02%+20,707New
Victory Capital Management Inc21,999$306.2K0.00%+1,033+4.9%Added
M&T Bank Corp22,658$315.4K0.00%+6,070+36.6%Added
Integrated Wealth Concepts LLC22,786$317.2K0.00%+1,356+6.3%Added
Quent Capital, LLC23,836$331.8K0.02%00.0%Unchanged
DRW Securities, LLC25,084$349.2K0.02%+25,084New
Hantz Financial Services, Inc.26,067$363.0K0.01%+24,393+1,457.2%Added
California State Teachers Retirement System26,562$369.7K0.00%−219−0.8%Reduced
Caxton Associates LLP26,933$374.9K0.01%+15,156+128.7%Added
Dark Forest Capital Management LP27,026$376.2K0.03%+27,026New
Allstate Corp27,492$382.7K0.00%+27,492New
Prudential Financial Inc29,675$413.1K0.00%+2,770+10.3%Added
Skopos Labs, Inc.32,473$452.0K0.01%+32,473New
Susquehanna International Group, LLP33,240$462.7K0.00%+16,742+101.5%Added
National Bank of Canada34,392$479.1K0.00%+7,768+29.2%Added
D. E. Shaw & Co., Inc.36,756$511.6K0.00%−12,236−25.0%Reduced
UBS Asset Management Americas Inc37,421$520.9K0.00%+611+1.7%Added
Brevan Howard Capital Management LP38,185$531.5K0.01%−14,098−27.0%Reduced
Stifel Financial Corp38,596$537.3K0.00%+622+1.6%Added
Susquehanna Portfolio Strategies, LLC40,223$559.9K0.01%+24,074+149.1%Added
Rafferty Asset Management, LLC40,844$568.5K0.00%−6,169−13.1%Reduced
Raymond James Financial Inc42,540$592.2K0.00%+2,544+6.4%Added
AMG National Trust Bank42,690$594.2K0.01%+42,690New
Barclays PLC46,046$641.0K0.00%−30,115−39.5%Reduced
Quantinno Capital Management LP49,070$683.1K0.00%−4,581−8.5%Reduced
AQR Capital Management LLC50,179$698.5K0.00%+17,884+55.4%Added
American Century Companies Inc51,071$710.9K0.00%+265+0.5%Added
Tudor Investment Corp Et Al52,102$725.3K0.00%+52,102New
SummitTX Capital, L.P.52,630$732.6K0.02%+30,879+142.0%Added
Voloridge Investment Management, LLC53,726$747.9K0.00%−10,585−16.5%Reduced
Citigroup Inc54,368$756.8K0.00%+17,511+47.5%Added
Swiss National Bank55,400$771.2K0.00%00.0%Unchanged
Daiwa Securities Group Inc.58,517$814.6K0.00%−12,200−17.3%Reduced
Point72 Asset Management, L.P.60,529$842.6K0.00%+60,529New
Creative Planning64,335$895.5K0.00%+64,335New
Legal & General Group Plc66,612$927.2K0.00%−1,183−1.7%Reduced
State of Wisconsin Investment Board66,719$928.7K0.00%+66,719New
Jackson Square Capital, LLC69,500$967.4K0.20%00.0%Unchanged
Citadel Advisors LLC77,128$1.07M0.00%+77,128New
Nuveen, LLC77,516$1.08M0.00%+489+0.6%Added
Rhumbline Advisers80,400$1.12M0.00%+2,255+2.9%Added
Envestnet Asset Management Inc85,949$1.20M0.00%+7,064+9.0%Added
Deutsche Bank AG87,119$1.21M0.00%+33,431+62.3%Added
Squarepoint Ops LLC93,272$1.30M0.00%+15,024+19.2%Added
De Lisle Partners LLP94,496$1.32M0.16%−76,957−44.9%Reduced
New York State Common Retirement Fund101,204$1.41M0.00%+20,000+24.6%Added
Public Sector Pension Investment Board102,768$1.43M0.00%+2,934+2.9%Added
XTX Topco Ltd104,064$1.45M0.03%+68,537+192.9%Added
Balyasny Asset Management LLC109,466$1.52M0.00%−11,304−9.4%Reduced
Holocene Advisors, LP110,000$1.53M0.00%+110,000New
Millennium Management LLC112,130$1.56M0.00%−270,040−70.7%Reduced
BNP Paribas Arbitrage, SA120,831$1.68M0.00%+106,052+717.6%Added
Jane Street Group, LLC131,558$1.83M0.00%+100,883+328.9%Added
Principal Financial Group Inc139,944$1.95M0.00%+2,899+2.1%Added
Bank of America Corp146,119$2.03M0.00%+49,694+51.5%Added
Rockefeller Capital Management L.P.146,446$2.04M0.00%+17,574+13.6%Added
Bank of New York Mellon Corp151,980$2.12M0.00%−10,528−6.5%Reduced
SEI Investments Co164,377$2.29M0.00%−25,319−13.3%Reduced
Bretton Capital Management, LLC170,500$2.37M2.17%00.0%Unchanged
Vanguard Fiduciary Trust Co200,110$2.79M0.00%+200,110New
UBS Group AG218,641$3.04M0.00%+30,881+16.4%Added
HRT Financial LP246,369$3.43M0.01%+217,705+759.5%Added
Northern Trust Corp274,859$3.83M0.00%+6,870+2.6%Added
Goldman Sachs Group Inc311,738$4.34M0.00%−149,106−32.4%Reduced
Wells Fargo & Company329,678$4.59M0.00%−45,727−12.2%Reduced
Denali Advisors LLC338,282$4.71M0.52%+78,263+30.1%Added
Ameriprise Financial Inc340,870$4.74M0.00%+194,526+132.9%Added
Vestmark Advisory Solutions, Inc.344,796$4.80M0.05%+344,796New
Mount Yale Investment Advisors, LLC344,796$4.80M0.11%+344,796New
Morgan Stanley346,867$4.83M0.00%+88,341+34.2%Added
Charles Schwab Investment Management Inc415,013$5.78M0.00%+165,086+66.1%Added
Arcus Capital Partners, LLC475,282$6.62M2.38%−398,536−45.6%Reduced
Invesco Ltd.497,727$6.93M0.00%+49,847+11.1%Added
Marshall Wace, LLP499,587$6.95M0.01%+309,655+163.0%Added
Elgethun Capital Management505,378$7.03M1.16%+10,341+2.1%Added
Geode Capital Management, LLC718,591$10.0M0.00%+24,723+3.6%Added
Vanguard Capital Management LLC1,243,172$17.3M0.00%+1,243,172New
Dimensional Fund Advisors LP1,449,308$20.2M0.00%+234,899+19.3%Added
Vanguard Portfolio Management LLC1,468,527$20.4M0.00%+1,468,527New
State Street Corp1,689,876$23.5M0.00%+144,458+9.3%Added
Janus Henderson Group PLC1,876,795$26.1M0.01%+92,691+5.2%Added
Cooke & Bieler LP2,779,002$38.7M0.44%+291,938+11.7%Added
Kayne Anderson Rudnick Investment Management LLC4,268,380$59.4M0.17%−156,196−3.5%Reduced
BlackRock, Inc.4,673,429$65.1M0.00%+172,589+3.8%Added
Fenimore Asset Management Inc0$00.00%−686,041−100.0%Sold out
Davidson Kahn Capital Management, LLC0$00.00%−111,804−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−83,275−100.0%Sold out
First Manhattan Co0$00.00%−80,225−100.0%Sold out
Quest Partners LLC0$00.00%−70,606−100.0%Sold out
Giverny Capital Inc.SuperinvestorGiverny Capital0$00.00%−32,202−100.0%Sold out
VARCOV Co.0$00.00%−28,891−100.0%Sold out
Commons Capital, LLC0$00.00%−26,076−100.0%Sold out