Dream Finders Homes Inc. Class ADFH

13F holders, Q2 2024 (June 30)
184holders −28
24new positions
53sold out
5famous investors
$25.83avg. 13F price*

At the end of Q2 2024, 184 institutions reported holding Dream Finders Homes Inc. Class A (DFH) in their 13F filings, down 28 from Q1 2024. 24 opened new positions and 53 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($121.8M), Vanguard Group Inc. ($57.9M) and BlackRock Inc. ($55.5M). 5 famous investors held it, including Francois Rochon (0.0% of Giverny Capital's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Dream Finders Homes Inc. Class A
CUSIP
26154D100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 212Q1 2024Q2 2024: 184Q2 2024Q3 2024: 195Q3 2024Q4 2024: 191Q4 2024Q1 2025: 196Q1 2025Q2 2025: 200Q2 2025Q3 2025: 197Q3 2025Q4 2025: 191Q4 2025Q1 2026: 192Q1 2026Q2 2026: 206Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions24$16.4M
Exits53$71.2M

All 13F filers, Q1 2024 → Q2 2024: 2,824,111 shares bought and 3,419,760 shares sold, net −595,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 184 holders

Kayne Anderson Rudnick Investment Management LLC 0.30% Reduce -3.1% 4,717,223 $121.8M
Vanguard Group Inc. 0.00% Add +5.9% 2,240,833 $57.9M
BlackRock Inc. 0.00% Add +8.8% 2,147,624 $55.5M
Cooke & Bieler LP 0.46% Add +17.5% 1,866,067 $48.2M
Arcus Capital Partners, LLC 17.87% Reduce -12.8% 1,796,431 $46.4M
State Street Corp. 0.00% Add +60.5% 1,247,073 $32.2M
Geode Capital Management, LLC 0.00% Add +12.8% 583,212 $15.1M
Fenimore Asset Management Inc 0.28% Add +0.3% 490,771 $12.7M
Dimensional Fund Advisors LP 0.00% Add +55.5% 420,592 $10.9M
Federated Hermes, Inc. 0.02% Reduce -7.0% 348,800 $9.0M
Renaissance Technologies 0.01% Add +57.9% 343,110 $8.9M
Wells Fargo & Company 0.00% Reduce -7.7% 304,390 $7.9M
Wasatch Advisors LP 0.04% Reduce -0.5% 288,015 $7.4M
Qube Research & Technologies Ltd 0.01% Add +138.3% 282,488 $7.3M
American Century Companies Inc. 0.00% Reduce -38.6% 217,550 $5.6M
Charles Schwab Investment Management Inc. 0.00% Add +6.8% 216,205 $5.6M
Morgan Stanley 0.00% Reduce -3.7% 200,582 $5.2M
Northern Trust Corp. 0.00% Reduce -1.5% 198,807 $5.1M
Hennessy Advisors Inc. 0.19% New 195,900 $5.1M
Great Lakes Advisors, LLC 0.04% Reduce -6.0% 185,244 $4.8M
Axiom Investors LLC 0.04% Reduce -42.6% 174,710 $4.5M
Millennium Management 0.00% Add +5.5% 171,638 $4.4M
Goldman Sachs Group Inc. 0.00% Add +19.8% 160,316 $4.1M
Allspring Global Investments Holdings, LLC 0.01% Add +44.1% 157,611 $4.1M
De Lisle Partners LLP 0.86% Add +156.9% 152,943 $4.0M
Bank of New York Mellon Corp 0.00% Reduce -7.4% 146,350 $3.8M
Lawson Kroeker Investment Management Inc. 0.71% Reduce -0.3% 143,189 $3.7M
Denali Advisors LLC 0.99% Add +27.9% 140,409 $3.6M
Ameriprise Financial Inc. 0.00% Add +54.0% 126,586 $3.3M
Brandywine Global Investment Management, LLC 0.02% Add +77.3% 124,696 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -8.4% 123,503 $3.2M
Nordea Investment Management AB 0.00% Add +90.3% 121,279 $3.1M
Sei Investments Co. 0.00% Reduce -29.6% 115,807 $3.0M
Townsquare Capital LLC 0.04% Reduce -26.8% 110,624 $2.9M
First Trust Advisors LP 0.00% New 109,745 $2.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -31.5% 108,224 $2.8M
Elgethun Capital Management 0.61% Add +0.4% 92,971 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -14.2% 87,787 $2.3M
Stifel Financial Corp. 0.00% Reduce -27.8% 82,046 $2.1M
Kennedy Capital Management LLC 0.04% New 79,887 $2.1M
Nuveen Asset Management, LLC 0.00% Reduce -79.3% 79,038 $2.0M
Jackson Square Capital, LLC 0.44% Add +0.7% 70,000 $1.8M
Barclays PLC 0.00% Reduce -21.3% 63,638 $1.6M
Citadel Advisors 0.00% Add +1199.7% 60,592 $1.6M
Bridgeway Capital Management, LLC 0.04% New 60,000 $1.5M
Daiwa Securities Group Inc. 0.01% Reduce -9.4% 58,678 $1.5M
JPMorgan Chase & Co. 0.00% Add +23.2% 55,138 $1.4M
New York State Common Retirement Fund 0.00% Reduce -3.3% 52,104 $1.3M
Swiss National Bank 0.00% Add +4.5% 50,900 $1.3M
Algert Global LLC 0.04% Reduce -8.8% 50,621 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -0.5% 47,031 $1.2M
Invesco Ltd. 0.00% Reduce -72.7% 46,774 $1.2M
Redwood Investments, LLC 0.40% Reduce -23.3% 45,773 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Add +75.3% 40,979 $1.1M
Rhumbline Advisers 0.00% Add +6.8% 40,884 $1.1M
Bank of America Corp. 0.00% Reduce -2.9% 40,168 $1.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +61.7% 37,353 $964K
Danske Bank A/S 0.00% New 35,131 $907K
State of Wisconsin Investment Board 0.00% Add +164.3% 32,384 $836K
Giverny Capital 0.04% No change 32,202 $831K
Zacks Investment Management 0.01% Add +2.0% 31,780 $821K
Jane Street Group, LLC 0.00% Reduce -22.0% 30,912 $798K
Janus Henderson Group PLC 0.00% Add +16.9% 26,505 $685K
Sanctuary Advisors, LLC 0.00% — 18,680 $678K
US Bancorp \de 0.00% Reduce -13.8% 26,068 $673K
Citigroup Inc. 0.00% Reduce -23.5% 26,002 $671K
California State Teachers Retirement System 0.00% Add +3.2% 25,405 $656K
Alliancebernstein L.P. 0.00% Add +4.5% 24,850 $642K
Victory Capital Management Inc. 0.00% Reduce -13.0% 24,575 $635K
Royal Bank of Canada 0.00% Add +4.6% 24,567 $634K
Natixis Advisors, LLC 0.00% New 24,111 $623K
Quent Capital, LLC 0.07% No change 23,836 $615K
Legal & General Group Plc 0.00% Add +5.7% 23,471 $608K
Walleye Capital LLC 0.01% New 23,055 $595K
Captrust Financial Advisors 0.00% Add +100.2% 22,715 $587K
Bleakley Financial Group, LLC 0.02% Add +6.2% 21,565 $557K
Simplicity Wealth,LLC 0.01% Add +6.2% 21,565 $557K
Deutsche Bank AG 0.00% Add +82.3% 21,315 $550K
Dark Forest Capital Management LP 0.10% Add +42.5% 21,302 $550K
Atria Investments, Inc 0.01% Reduce -27.9% 21,029 $543K
Hussman Strategic Advisors, Inc. 0.15% New 21,000 $542K
Cornercap Investment Counsel Inc. 0.09% New 20,820 $538K
M&T Bank Corp 0.00% Reduce -1.6% 20,775 $537K
Quantbot Technologies LP 0.02% Add +142.5% 19,918 $514K
Csenge Advisory Group 0.03% Add +31.1% 19,573 $505K
Principal Financial Group Inc. 0.00% Add +16.8% 18,817 $486K
Anchor Capital Advisors LLC 0.01% Reduce -9.7% 18,454 $476K
Rothschild Investment LLC 0.03% Add +363300.0% 18,170 $469K
UBS Group AG 0.00% Reduce -62.5% 17,397 $449K
Azzad Asset Management Inc. 0.05% New 17,121 $442K
Portside Wealth Group, LLC 0.08% Reduce -19.3% 16,881 $436K
MetLife Investment Management, LLC 0.00% Add +30.5% 16,418 $424K
Cannon Global Investment Management, LLC 1.92% Add +207.7% 16,000 $413K
Rafferty Asset Management, LLC 0.00% Add +5.3% 15,960 $412K
Marshall Wace, LLP 0.00% Reduce -54.0% 15,100 $390K
Corebridge Financial, Inc. 0.00% — 15,046 $388K
Kingfisher Capital LLC 0.09% No change 14,724 $380K
Manufacturers Life Insurance Company, The 0.00% Add +16.2% 14,678 $379K
LPL Financial LLC 0.00% Reduce -37.5% 13,213 $341K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 13,016 $336K
Mariner, LLC 0.00% New 12,850 $332K
Norden Group LLC 0.07% Reduce -31.8% 12,771 $330K
Versor Investments LP 0.06% Add +13.0% 11,800 $305K
Moran Wealth Management, LLC 0.01% Add +9.5% 11,561 $299K
SG Americas Securities, LLC 0.00% Reduce -66.8% 11,483 $296K
MML Investors Services, LLC 0.00% Add +34.8% 11,013 $284K
Olympiad Research LP 0.20% New 10,696 $276K
Man Group plc 0.00% Add +9.7% 10,441 $270K
Engineers Gate Manager LP 0.01% Add +37.9% 10,336 $267K
Prelude Capital Management, LLC 0.02% Add +120.3% 10,268 $265K
Handelsbanken Fonder AB 0.00% No change 10,100 $261K
Two Sigma Investments, LP 0.00% New 9,900 $256K
AQR Capital Management 0.00% Reduce -10.9% 9,792 $253K
Voya Investment Management LLC 0.00% Add +18.0% 9,508 $245K
Precision Wealth Strategies, LLC 0.24% Reduce -26.3% 9,100 $235K
National Bank of Canada 0.00% Add +1783.6% 9,418 $233K
Alps Advisors Inc. 0.00% Reduce -0.5% 9,015 $233K
Game Plan Financial Advisors, LLC 0.13% No change 9,000 $232K
T. Rowe Price Associates Inc. 0.00% Add +28.4% 8,908 $231K
Alliance Wealth Advisors, LLC 0.06% Reduce -3.9% 8,295 $214K
State of Wyoming 0.03% Reduce -19.6% 7,192 $186K
TD Waterhouse Canada Inc. 0.00% Reduce -91.3% 7,312 $181K
Aquatic Capital Management LLC 0.01% Add +338.5% 5,700 $147K
Lazard Asset Management LLC 0.00% Reduce -96.1% 5,322 $137K
Ashton Thomas Private Wealth, LLC 0.01% New 4,574 $118K
Tower Research Capital LLC (TRC) 0.00% Add +37.3% 4,014 $104K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,801 $98K
Globeflex Capital L P 0.01% No change 3,527 $91K
Osaic Holdings, Inc. 0.00% Add +2.2% 3,271 $84K
Palouse Capital Management, Inc. 0.05% New 3,076 $79K
Benjamin F. Edwards & Company, Inc. 0.00% Add +139.2% 2,923 $75K
Farther Finance Advisors, LLC 0.00% Add +17564.7% 3,003 $74K
ORG Partners LLC 0.01% New 2,752 $68K
Ameritas Investment Partners, Inc. 0.00% No change 2,390 $62K
Steward Partners Investment Advisory, LLC 0.00% Add +43.9% 2,382 $62K
New York State Teachers Retirement System 0.00% New 2,228 $58K
nVerses Capital, LLC 0.03% Add +1800.0% 1,900 $49K
FMR LLC 0.00% Add +17.5% 1,477 $38K
Global Retirement Partners, LLC 0.00% Reduce -34.1% 1,450 $37K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,288 $33K
Avalon Trust Co 0.00% Reduce -11.2% 1,210 $31K
Russell Investments Group, Ltd. 0.00% Reduce -90.8% 1,146 $30K
Amalgamated Bank 0.00% No change 824 $21K
Adirondack Trust Co. 0.01% No change 615 $16K
Balefire, LLC 0.01% Add +63.6% 612 $16K
First Horizon Advisors, Inc. 0.00% Reduce -22.1% 605 $16K
IFP Advisors, Inc 0.00% Add +1.8% 583 $15K
Naples Money Management LLC 0.01% Reduce -13.0% 500 $12K
Contravisory Investment Management, Inc. 0.00% No change 468 $12K
Cwm, LLC 0.00% Add +52.1% 435 $11K
Crewe Advisors LLC 0.00% New 409 $11K
Federation des caisses Desjardins du Quebec 0.00% Add +100.0% 400 $10K
PNC Financial Services Group, Inc. 0.00% Add +383.5% 382 $10K
Comerica Bank 0.00% Reduce -0.3% 369 $10K
Harbour Investments, Inc. 0.00% Add +63.6% 360 $9K
Colonial Trust Advisors 0.00% No change 347 $9K
Signaturefd, LLC 0.00% Reduce -38.4% 266 $7K
Tucker Asset Management LLC 0.00% New 204 $5K
Ridgewood Investments LLC 0.00% New 200 $5K
Fortitude Family Office, LLC 0.00% No change 179 $5K
Lindbrook Capital, LLC 0.00% Reduce -22.7% 170 $4K
Wolff Wiese Magana LLC 0.00% No change 130 $3K
Avior Wealth Management, LLC 0.00% Reduce -4.5% 106 $3K
Cullen/Frost Bankers, Inc. 0.00% New 91 $2K
Allworth Financial LP 0.00% Add +208.3% 74 $2K
Quarry LP 0.00% Reduce -86.3% 85 $2K
Parallel Advisors, LLC 0.00% Reduce -1.2% 84 $2K
CIBC Private Wealth Group LLC 0.00% Reduce -64.9% 73 $2K
Venturi Wealth Management, LLC 0.00% No change 71 $2K
AlphaQuest LLC 0.00% Reduce -85.3% 56 $1K
Nisa Investment Advisors, LLC 0.00% Add +30.0% 52 $1K
Continuum Advisory, LLC 0.00% No change 51 $1K
Quadrant Capital Group LLC 0.00% Reduce -30.0% 42 $1K
Huntington National Bank 0.00% Add +39.3% 39 $1K
GAMMA Investing LLC 0.00% Reduce -11.4% 31 $800
Hollencrest Capital Management 0.00% No change 27 $697
Innealta Capital, LLC 0.00% New 26 $671
Abich Financial Wealth Management LLC 0.00% New 18 $465
JFS Wealth Advisors, LLC 0.00% No change 9 $233
Smartleaf Asset Management LLC 0.00% New 7 $178
SJS Investment Consulting Inc. 0.00% No change 4 $104
DiNuzzo Private Wealth, Inc. 0.00% Add +100.0% 4 $104
NewEdge Advisors, LLC 0.00% No change 1 $26
Covestor Ltd 0.00% Reduce -80.0% 3 $0

"% of holder's portfolio" is DFH's weight in each manager's 13F, not the share of Dream Finders Homes Inc. Class A the manager owns.