Dream Finders Homes Inc. Class ADFH

13F holders, Q3 2024 (September 30)
195holders +11
37new positions
30sold out
4famous investors
$36.20avg. 13F price*

At the end of Q3 2024, 195 institutions reported holding Dream Finders Homes Inc. Class A (DFH) in their 13F filings, up 11 from Q2 2024. 37 opened new positions and 30 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($196.1M), Vanguard Group Inc. ($91.3M) and BlackRock, Inc. ($83.3M). 4 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 Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions37$46.2M
Exits30$17.1M

All 13F filers, Q2 2024 → Q3 2024: 4,617,609 shares bought and 2,055,128 shares sold, net +2,562,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 195 holders

Kayne Anderson Rudnick Investment Management LLC 0.43% Add +14.8% 5,415,182 $196.1M
Vanguard Group Inc. 0.00% Add +12.6% 2,522,469 $91.3M
BlackRock, Inc. 0.00% — 2,299,337 $83.3M
Cooke & Bieler LP 0.60% Reduce -1.6% 1,835,359 $66.5M
Arcus Capital Partners, LLC 22.31% Reduce -5.3% 1,701,682 $61.6M
State Street Corp. 0.00% Reduce -6.8% 1,162,530 $42.1M
Hood River Capital Management LLC 0.48% New 828,368 $30.0M
Janus Henderson Group PLC 0.01% Add +2502.1% 689,685 $25.0M
Bank of America Corp. 0.00% Add +1572.9% 671,978 $24.3M
Geode Capital Management, LLC 0.00% Add +6.7% 622,342 $22.5M
Fenimore Asset Management Inc 0.41% Add +14.3% 560,831 $20.3M
Dimensional Fund Advisors LP 0.00% Add +24.8% 524,973 $19.0M
Renaissance Technologies 0.02% Reduce -4.5% 327,610 $11.9M
Morgan Stanley 0.00% Add +60.4% 321,638 $11.6M
Wells Fargo & Company 0.00% Reduce -3.5% 293,667 $10.6M
Northern Trust Corp. 0.00% Add +32.9% 264,213 $9.6M
Wasatch Advisors LP 0.04% Reduce -16.5% 240,448 $8.7M
Charles Schwab Investment Management Inc. 0.00% Add +4.8% 226,651 $8.2M
Hennessy Advisors Inc. 0.26% Add +12.6% 220,600 $8.0M
Denali Advisors LLC 0.85% Add +55.4% 218,242 $7.9M
Axiom Investors LLC 0.06% Add +6.3% 185,695 $6.7M
Citadel Advisors 0.01% Add +204.1% 184,280 $6.7M
Great Lakes Advisors, LLC 0.05% Reduce -5.7% 174,639 $6.3M
De Lisle Partners LLP 1.02% Add +13.1% 172,943 $6.3M
Invesco Ltd. 0.00% Add +249.5% 163,477 $5.9M
Sei Investments Co. 0.01% Add +28.1% 148,318 $5.4M
Lawson Kroeker Investment Management Inc. 0.95% Reduce -0.0% 143,157 $5.2M
Goldman Sachs Group Inc. 0.00% Reduce -11.2% 142,384 $5.2M
Bank of New York Mellon Corp 0.00% Reduce -14.6% 124,969 $4.5M
Envestnet Asset Management Inc. 0.00% Add +1.1% 124,880 $4.5M
Bretton Capital Management, LLC 4.30% — 124,500 $4.5M
Millennium Management 0.00% Reduce -30.9% 118,560 $4.3M
Nordea Investment Management AB 0.00% Reduce -4.7% 115,626 $4.2M
Elgethun Capital Management 0.99% Add +24.8% 115,978 $4.2M
Brandywine Global Investment Management, LLC 0.03% Reduce -2.7% 121,323 $4.0M
Townsquare Capital LLC 0.05% Reduce -5.9% 104,062 $3.8M
Voloridge Investment Management, LLC 0.01% New 96,865 $3.5M
Kennedy Capital Management LLC 0.07% Add +17.1% 93,530 $3.4M
Barclays PLC 0.00% Add +45.2% 92,402 $3.3M
Epoch Investment Partners, Inc. 0.01% New 91,661 $3.3M
Nuveen Asset Management, LLC 0.00% Add +2.0% 80,650 $2.9M
New York State Common Retirement Fund 0.00% Add +45.3% 75,704 $2.7M
Ameriprise Financial Inc. 0.00% Reduce -41.2% 74,430 $2.7M
Daiwa Securities Group Inc. 0.01% Add +22.2% 71,704 $2.6M
Qube Research & Technologies Ltd 0.00% Reduce -75.1% 70,419 $2.5M
Jackson Square Capital, LLC 0.63% No change 70,000 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -22.1% 68,430 $2.5M
Teacher Retirement System of Texas 0.01% New 66,539 $2.4M
Stifel Financial Corp. 0.00% Reduce -22.6% 63,538 $2.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -47.6% 56,678 $2.1M
Redwood Investments, LLC 0.60% Add +22.3% 55,993 $2.0M
Swiss National Bank 0.00% Add +5.9% 53,900 $2.0M
First Trust Advisors LP 0.00% Reduce -51.1% 53,672 $1.9M
Citigroup Inc. 0.00% Add +100.0% 52,006 $1.9M
Neuberger Berman Group LLC 0.00% Add +3.8% 48,832 $1.8M
Natixis Advisors, LLC 0.00% Add +85.2% 44,662 $1.6M
Campbell & CO Investment Adviser LLC 0.11% Add +3.6% 42,449 $1.5M
Rhumbline Advisers 0.00% Reduce -2.8% 39,742 $1.4M
UBS Group AG 0.00% Add +126.6% 39,416 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.9% 34,024 $1.2M
Giverny Capital 0.04% No change 32,202 $1.2M
Zacks Investment Management 0.01% Reduce -2.8% 30,906 $1.1M
Jane Street Group, LLC 0.00% Reduce -8.0% 28,441 $1.0M
Russell Investments Group, Ltd. 0.00% Add +2223.4% 26,626 $964K
US Bancorp \de 0.00% Add +1.1% 26,361 $955K
California State Teachers Retirement System 0.00% Add +2.8% 26,124 $946K
Victory Capital Management Inc. 0.00% Add +3.0% 25,321 $917K
Alliancebernstein L.P. 0.00% No change 24,850 $900K
Algert Global LLC 0.02% Reduce -51.6% 24,490 $887K
State of Wisconsin Investment Board 0.00% Reduce -24.5% 24,461 $886K
Legal & General Group Plc 0.00% Add +2.9% 24,147 $876K
Berkeley, Inc 0.25% New 23,898 $865K
Quent Capital, LLC 0.09% No change 23,836 $863K
Harvest Investment Services, LLC 0.25% New 21,967 $795K
Azzad Asset Management Inc. 0.09% Add +27.6% 21,842 $791K
Bleakley Financial Group, LLC 0.02% Reduce -1.6% 21,217 $768K
M&T Bank Corp 0.00% Add +1.5% 21,091 $763K
Norden Group LLC 0.09% Add +62.9% 20,798 $753K
Danske Bank A/S 0.00% Reduce -43.6% 19,795 $717K
Vestcor Inc 0.02% New 17,800 $645K
Principal Financial Group Inc. 0.00% Reduce -7.2% 17,472 $633K
MetLife Investment Management, LLC 0.00% No change 16,418 $594K
Cannon Global Investment Management, LLC 1.39% No change 16,000 $579K
Deutsche Bank AG 0.00% Reduce -25.4% 15,890 $575K
Mariner, LLC 0.00% Add +22.1% 15,688 $568K
Portside Wealth Group, LLC 0.10% Reduce -8.5% 15,441 $559K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +17.8% 15,338 $555K
Atria Investments, Inc 0.01% Reduce -28.8% 14,982 $542K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 14,955 $542K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.7% 14,138 $512K
Anchor Capital Advisors LLC 0.01% Reduce -23.9% 14,034 $508K
JPMorgan Chase & Co. 0.00% Reduce -76.5% 12,951 $469K
Rafferty Asset Management, LLC 0.00% Reduce -22.9% 12,312 $446K
Intech Investment Management LLC 0.00% New 11,857 $429K
Numerai GP LLC 0.11% New 11,609 $420K
PDT Partners, LLC 0.04% New 11,398 $413K
Royal Bank of Canada 0.00% Reduce -54.1% 11,280 $409K
LPL Financial LLC 0.00% Reduce -14.7% 11,270 $408K
MML Investors Services, LLC 0.00% Add +1.7% 11,202 $406K
Precision Wealth Strategies, LLC 0.36% Add +17.6% 10,698 $387K
Lazard Asset Management LLC 0.00% Add +101.2% 10,706 $387K
Institute for Wealth Management, LLC. 0.05% New 10,670 $386K
Alps Advisors Inc. 0.00% Add +13.8% 10,264 $372K
Handelsbanken Fonder AB 0.00% No change 10,100 $366K
Cornercap Investment Counsel Inc. 0.11% Reduce -52.7% 9,851 $357K
National Bank of Canada 0.00% Reduce -0.3% 9,392 $340K
Voya Investment Management LLC 0.00% Reduce -1.4% 9,370 $339K
T. Rowe Price Associates Inc. 0.00% Add +3.7% 9,239 $335K
Game Plan Financial Advisors, LLC 0.17% No change 9,000 $326K
Walleye Capital LLC 0.00% Reduce -61.4% 8,889 $322K
CastleKnight Management LP 0.04% New 8,800 $319K
TD Waterhouse Canada Inc. 0.00% Add +15.1% 8,415 $303K
Alliance Wealth Advisors, LLC 0.08% Reduce -1.7% 8,151 $295K
Arizona State Retirement System 0.00% New 7,947 $288K
Simplex Trading, LLC 0.01% New 7,841 $283K
First Manhattan Co. Llc. 0.00% New 7,600 $275K
Quadrature Capital Ltd 0.01% New 7,193 $260K
Marshall Wace, LLP 0.00% Reduce -52.7% 7,143 $259K
Cornerstone Investment Partners, LLC 0.01% New 7,106 $257K
State Board of Administration of Florida Retirement System 0.00% New 6,950 $252K
American Century Companies Inc. 0.00% Reduce -97.0% 6,615 $240K
HighTower Advisors, LLC 0.00% New 6,443 $234K
Cambridge Investment Research Advisors, Inc. 0.00% New 6,381 $231K
Atria Wealth Solutions, Inc. 0.00% New 5,813 $210K
Counterpoint Mutual Funds LLC 0.04% New 5,673 $205K
Captrust Financial Advisors 0.00% Reduce -75.4% 5,594 $203K
SG Americas Securities, LLC 0.00% Reduce -57.6% 4,870 $176K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,801 $138K
nVerses Capital, LLC 0.06% Add +84.2% 3,500 $127K
Osaic Holdings, Inc. 0.00% Add +0.3% 3,282 $119K
Shell Asset Management Co. 0.01% — 3,195 $116K
Palouse Capital Management, Inc. 0.07% No change 3,076 $111K
FMR LLC 0.00% Add +99.4% 2,945 $107K
Ascentis Wealth Management, LLC 0.04% — 2,896 $105K
Ameritas Investment Partners, Inc. 0.00% Add +14.4% 2,735 $99K
Farther Finance Advisors, LLC 0.00% Reduce -13.6% 2,596 $94K
State of Wyoming 0.01% Reduce -65.2% 2,504 $91K
Wilmington Savings Fund Society, FSB 0.00% New 1,747 $63K
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.2% 1,324 $48K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,288 $47K
Tower Research Capital LLC (TRC) 0.00% Reduce -69.5% 1,223 $44K
Avalon Trust Co 0.00% Reduce -0.8% 1,200 $43K
STRS Ohio 0.00% New 1,200 $43K
Aster Capital Management (DIFC) Ltd 0.01% — 1,049 $38K
Mark Sheptoff Financial Planning, LLC 0.02% New 900 $33K
Amalgamated Bank 0.00% No change 824 $30K
IFP Advisors, Inc 0.00% Add +8.9% 635 $23K
Adirondack Trust Co. 0.01% No change 615 $22K
First Horizon Advisors, Inc. 0.00% No change 605 $22K
Colonial Trust Co / SC 0.00% New 603 $22K
Federation des caisses Desjardins du Quebec 0.00% Add +50.0% 600 $22K
Naples Money Management LLC 0.02% No change 500 $18K
Global Retirement Partners, LLC 0.00% Reduce -69.0% 450 $16K
Truvestments Capital LLC 0.00% New 380 $14K
PNC Financial Services Group, Inc. 0.00% Reduce -4.7% 364 $13K
Harbour Investments, Inc. 0.00% No change 360 $13K
Colonial Trust Advisors 0.00% No change 347 $13K
Cwm, LLC 0.00% Reduce -25.5% 324 $12K
Signaturefd, LLC 0.00% Add +18.1% 314 $11K
Harbor Capital Advisors, Inc. 0.00% New 295 $11K
Lindbrook Capital, LLC 0.00% Add +32.9% 226 $8K
Ridgewood Investments LLC 0.00% No change 200 $7K
Venturi Wealth Management, LLC 0.00% Add +166.2% 189 $7K
Tucker Asset Management LLC 0.00% Reduce -8.8% 186 $7K
Fortitude Family Office, LLC 0.00% No change 179 $6K
Meeder Asset Management Inc. 0.00% New 133 $5K
Wolff Wiese Magana LLC 0.00% No change 130 $5K
Nisa Investment Advisors, LLC 0.00% Add +130.8% 120 $4K
Avior Wealth Management, LLC 0.00% No change 106 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +15.4% 105 $4K
GAMMA Investing LLC 0.00% Add +216.1% 98 $4K
Quadrant Capital Group LLC 0.00% Add +130.9% 97 $4K
Parallel Advisors, LLC 0.00% Add +9.5% 92 $3K
Jones Financial Companies LLLP 0.00% New 77 $3K
Comerica Bank 0.00% Reduce -79.1% 77 $3K
CIBC Private Wealth Group LLC 0.00% No change 73 $3K
Gilliland Jeter Wealth Management LLC 0.00% New 72 $3K
Geneos Wealth Management Inc. 0.00% New 69 $2K
Bessemer Group Inc. 0.00% New 45 $2K
Allworth Financial LP 0.00% Reduce -27.0% 54 $2K
Rothschild Investment LLC 0.00% Reduce -99.8% 45 $2K
Sterling Capital Management LLC 0.00% — 29 $1K
Hollencrest Capital Management 0.00% No change 27 $978
Huntington National Bank 0.00% Reduce -35.9% 25 $905
JFS Wealth Advisors, LLC 0.00% Add +155.6% 23 $833
AlphaQuest LLC 0.00% Reduce -85.7% 8 $290
Smartleaf Asset Management LLC 0.00% No change 7 $256
Earned Wealth Advisors, LLC 0.00% New 5 $181
SJS Investment Consulting Inc. 0.00% No change 4 $145
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $145
Manchester Capital Management LLC 0.00% New 2 $73
NewEdge Advisors, LLC 0.00% No change 1 $36
Claris Advisors, LLC / Mo / 0.00% New 1 $36
Hemington Wealth Management 0.00% New 7 $0
Covestor Ltd 0.00% No change 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.