Dream Finders Homes Inc. Class ADFH
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 200 institutions reported holding Dream Finders Homes Inc. Class A (DFH) in their 13F filings, up 4 from Q1 2025. 35 opened new positions and 30 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($148.9M), BlackRock, Inc. ($113.2M) and Vanguard Group Inc. ($78.2M). 5 famous investors held it, including Francois Rochon (0.0% of Giverny Capital's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $23.0M |
| Exits | 30 | $16.7M |
All 13F filers, Q1 2025 → Q2 2025: 2,547,814 shares bought and 2,391,540 shares sold, net +156,274 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.36% | Reduce -1.3% | 5,923,893 | $148.9M |
| BlackRock, Inc. | 0.00% | Add +2.1% | 4,503,501 | $113.2M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 3,113,168 | $78.2M |
| Cooke & Bieler LP | 0.62% | Add +12.9% | 2,459,600 | $61.8M |
| Janus Henderson Group PLC | 0.03% | Reduce -3.4% | 2,032,400 | $51.1M |
| State Street Corp. | 0.00% | Reduce -1.6% | 1,387,035 | $34.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +24.6% | 1,049,430 | $26.4M |
| Arcus Capital Partners, LLC | 10.49% | Reduce -21.6% | 964,921 | $24.2M |
| Fenimore Asset Management Inc | 0.35% | Add +3.4% | 688,292 | $17.3M |
| Geode Capital Management, LLC | 0.00% | Add +7.3% | 685,435 | $17.2M |
| Wells Fargo & Company | 0.00% | Add +15.1% | 533,337 | $13.4M |
| Marshall Wace, LLP | 0.01% | New | 492,938 | $12.4M |
| Elgethun Capital Management | 2.30% | Add +145.3% | 454,112 | $11.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.5% | 366,432 | $9.2M |
| Invesco Ltd. | 0.00% | Reduce -40.0% | 313,960 | $7.9M |
| Denali Advisors LLC | 0.82% | Add +13.1% | 313,810 | $7.9M |
| Northern Trust Corp. | 0.00% | Add +14.0% | 305,791 | $7.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.7% | 289,092 | $7.3M |
| Morgan Stanley | 0.00% | Reduce -46.8% | 233,511 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Add +6.6% | 221,702 | $5.6M |
| Sei Investments Co. | 0.01% | Add +26.4% | 213,512 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +9.1% | 208,368 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 191,594 | $4.8M |
| Bretton Capital Management, LLC | 3.87% | No change | 170,500 | $4.3M |
| UBS Group AG | 0.00% | Add +87.9% | 164,353 | $4.1M |
| Principal Financial Group Inc. | 0.00% | Add +4.0% | 160,070 | $4.0M |
| De Lisle Partners LLP | 0.53% | No change | 150,502 | $3.8M |
| Lawson Kroeker Investment Management Inc. | 0.64% | Add +1.6% | 136,519 | $3.4M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -19.4% | 125,264 | $3.1M |
| Nordea Investment Management AB | 0.00% | Add +1.2% | 123,344 | $3.1M |
| Davidson Kahn Capital Management, LLC | 1.72% | Add +9.0% | 106,347 | $2.7M |
| New York State Common Retirement Fund | 0.00% | Add +11.4% | 99,604 | $2.5M |
| Public Sector Pension Investment Board | 0.01% | Add +12.4% | 97,741 | $2.5M |
| Verition Fund Management LLC | 0.01% | Add +15.3% | 97,296 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Add +17.1% | 84,949 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +11.4% | 84,449 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +9.5% | 82,881 | $2.1M |
| Barclays PLC | 0.00% | Reduce -8.8% | 79,836 | $2.0M |
| Bank of America Corp. | 0.00% | Add +17.6% | 75,655 | $1.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.4% | 74,849 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +79.3% | 71,474 | $1.8M |
| Jackson Square Capital, LLC | 0.39% | No change | 70,000 | $1.8M |
| Quantbot Technologies LP | 0.05% | Add +257.9% | 69,936 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -29.9% | 69,932 | $1.8M |
| Nuveen, LLC | 0.00% | Reduce -10.2% | 69,338 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +56.6% | 61,791 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -9.6% | 59,810 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +23.2% | 58,038 | $1.5M |
| Swiss National Bank | 0.00% | No change | 55,400 | $1.4M |
| Epoch Investment Partners, Inc. | 0.01% | New | 49,724 | $1.2M |
| Islay Capital Management, LLC | 0.79% | New | 48,395 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Add +35.0% | 46,388 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +119.1% | 43,915 | $1.1M |
| Aquatic Capital Management LLC | 0.02% | Add +65.0% | 43,489 | $1.1M |
| Commons Capital, LLC | 0.81% | Add +248.4% | 42,076 | $1.1M |
| M&T Bank Corp | 0.00% | Add +19.2% | 40,063 | $1.0M |
| PDT Partners, LLC | 0.06% | Reduce -50.0% | 39,494 | $992K |
| Prudential Financial Inc. | 0.00% | Add +11.1% | 29,910 | $835K |
| Giverny Capital | 0.03% | No change | 32,202 | $809K |
| American Century Companies Inc. | 0.00% | New | 31,391 | $789K |
| Citadel Advisors | 0.00% | Reduce -80.2% | 31,204 | $784K |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.8% | 31,018 | $779K |
| Norden Group LLC | 0.08% | Add +16.9% | 29,918 | $752K |
| Jump Financial, LLC | 0.01% | New | 25,912 | $651K |
| California State Teachers Retirement System | 0.00% | No change | 25,814 | $649K |
| Alliancebernstein L.P. | 0.00% | No change | 24,850 | $624K |
| Rafferty Asset Management, LLC | 0.00% | Add +19.3% | 23,261 | $585K |
| Portside Wealth Group, LLC | 0.09% | Add +11.2% | 23,124 | $581K |
| SummitTX Capital, L.P. | 0.03% | Reduce -53.9% | 23,045 | $579K |
| Balyasny Asset Management L.P. | 0.00% | Add +35.4% | 23,040 | $579K |
| US Bancorp \de | 0.00% | Add +5.1% | 23,025 | $579K |
| West Tower Group, LLC | 1.25% | Reduce -50.0% | 23,000 | $578K |
| Brevan Howard Capital Management LP | 0.01% | Add +142.8% | 22,779 | $572K |
| Index Fund Advisors, Inc. | 0.03% | New | 22,777 | $572K |
| National Bank of Canada | 0.00% | Add +4.3% | 22,350 | $562K |
| Deutsche Bank AG | 0.00% | Reduce -8.9% | 22,225 | $559K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -22.9% | 22,136 | $556K |
| Versor Investments LP | 0.10% | New | 21,586 | $542K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -6.4% | 21,233 | $534K |
| Integrated Wealth Concepts LLC | 0.01% | New | 21,163 | $532K |
| Thrivent Financial for Lutherans | 0.00% | Add +4.7% | 21,076 | $530K |
| Royal Bank of Canada | 0.00% | Add +99.7% | 20,522 | $515K |
| &partners | 0.00% | Add +20.3% | 19,150 | $481K |
| Callan Family Office, LLC | 0.02% | New | 19,062 | $479K |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.8% | 18,243 | $458K |
| DHK Financial Advisors, Inc. | 0.26% | No change | 17,780 | $447K |
| Victory Capital Management Inc. | 0.00% | Add +13.2% | 17,312 | $435K |
| MetLife Investment Management, LLC | 0.00% | Add +0.9% | 17,182 | $432K |
| State of Alaska, Department of Revenue | 0.00% | Add +12.3% | 17,053 | $428K |
| Jackson Creek Investment Advisors LLC | 0.11% | New | 16,959 | $426K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.3% | 16,543 | $416K |
| Atria Investments, Inc | 0.00% | Add +8.1% | 16,422 | $413K |
| Precision Wealth Strategies, LLC | 0.13% | Add +7.0% | 16,233 | $408K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 15,146 | $381K |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.9% | 15,092 | $380K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -35.7% | 13,413 | $338K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -1.4% | 13,445 | $338K |
| Louisiana State Employees Retirement System | 0.01% | Add +3.9% | 13,400 | $337K |
| Renaissance Technologies | 0.00% | Reduce -87.9% | 13,300 | $334K |
| Intech Investment Management LLC | 0.00% | Reduce -44.0% | 13,166 | $331K |
"% 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.