Dream Finders Homes Inc. Class ADFH

13F holders, Q2 2025 (June 30)
200holders +4
35new positions
30sold out
5famous investors
$25.13avg. 13F price*

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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions35$23.0M
Exits30$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
Alliance Wealth Advisors, LLC 0.08% Add +8.8% 12,875 $324K
Inceptionr LLC 0.07% New 12,367 $311K
Wilmington Savings Fund Society, FSB 0.01% New 11,560 $291K
Penserra Capital Management LLC 0.00% Add +21.8% 11,537 $289K
Manufacturers Life Insurance Company, The 0.00% Add +11.4% 11,283 $284K
Millennium Management 0.00% Reduce -80.8% 11,273 $283K
Comerica Bank 0.00% Add +2.5% 10,898 $274K
Jane Street Group, LLC 0.00% New 10,769 $271K
Yousif Capital Management, LLC 0.00% Add +1.1% 10,394 $261K
Nebula Research & Development LLC 0.02% New 10,310 $259K
HighTower Advisors, LLC 0.00% Add +8.7% 10,185 $256K
Hennion & Walsh Asset Management, Inc. 0.01% New 10,177 $256K
Handelsbanken Fonder AB 0.00% No change 10,100 $254K
Cornerstone Wealth Group, LLC 0.02% Reduce -0.2% 10,000 $251K
Teachers Retirement System of the State of Kentucky 0.00% No change 9,950 $250K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +159.1% 9,848 $247K
New York State Teachers Retirement System 0.00% Add +1.4% 9,569 $240K
XTX Topco Ltd 0.01% New 9,054 $228K
Game Plan Financial Advisors, LLC 0.10% No change 9,000 $226K
CastleKnight Management LP 0.01% New 8,800 $221K
MML Investors Services, LLC 0.00% New 8,637 $217K
PharVision Advisers, LLC 0.31% New 8,496 $214K
Voya Investment Management LLC 0.00% New 8,344 $210K
Arizona State Retirement System 0.00% New 8,338 $210K
Janney Montgomery Scott LLC 0.00% New 8,258 $208K
Maryland State Retirement & Pension System 0.00% New 8,226 $207K
Creative Planning 0.00% New 8,196 $206K
Townsquare Capital LLC 0.02% Reduce -93.7% 8,164 $205K
Amalgamated Bank 0.00% Add +4.3% 8,163 $205K
Centiva Capital, LP 0.01% New 8,135 $204K
Quantinno Capital Management LP 0.00% New 8,086 $203K
GAMMA Investing LLC 0.01% Add +21.8% 7,261 $182K
State of Tennessee, Department of Treasury 0.00% No change 7,020 $176K
Police & Firemen's Retirement System of New Jersey 0.00% Add +20.3% 6,786 $171K
Oregon Public Employees Retirement Fund 0.00% Add +4.8% 6,600 $166K
Raymond James Financial Inc. 0.00% New 6,357 $160K
AlphaQuest LLC 0.01% New 5,987 $150K
Osaic Holdings, Inc. 0.00% Add +39.7% 5,856 $147K
Tower Research Capital LLC (TRC) 0.00% Add +338.0% 5,182 $130K
KLP Kapitalforvaltning As 0.00% No change 5,000 $126K
State of Wyoming 0.02% New 4,903 $123K
Russell Investments Group, Ltd. 0.00% Add +11.9% 3,777 $95K
Palouse Capital Management, Inc. 0.06% Add +8.1% 3,383 $85K
Quarry LP 0.02% Add +80.3% 3,201 $80K
Ameritas Investment Partners, Inc. 0.00% Add +12.7% 3,083 $77K
Simplex Trading, LLC 0.00% Add +49.9% 2,931 $73K
Shell Asset Management Co. 0.00% Reduce -9.8% 2,763 $69K
FMR LLC 0.00% Reduce -26.0% 2,397 $60K
Nisa Investment Advisors, LLC 0.00% Add +164.3% 1,792 $45K
Eukles Asset Management 0.02% No change 1,490 $37K
First Horizon Advisors, Inc. 0.00% Add +20.3% 1,411 $35K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,288 $32K
Avalon Trust Co 0.00% No change 1,200 $30K
Toth Financial Advisory Corp. 0.00% No change 800 $20K
IFP Advisors, Inc 0.00% Reduce -12.5% 600 $18K
Harbor Capital Advisors, Inc. 0.00% Add +6.6% 728 $18K
PNC Financial Services Group, Inc. 0.00% Reduce -17.5% 666 $17K
Sterling Capital Management LLC 0.00% Add +2096.6% 637 $16K
Adirondack Trust Co. 0.01% No change 615 $15K
Harbour Investments, Inc. 0.00% No change 614 $15K
Federation des caisses Desjardins du Quebec 0.00% No change 600 $15K
Jones Financial Companies LLLP 0.00% New 567 $14K
Ridgewood Investments LLC 0.01% No change 500 $13K
Cwm, LLC 0.00% Reduce -16.9% 473 $12K
Brooklyn Investment Group 0.00% Reduce -6.9% 470 $12K
N.E.W. Advisory Services LLC 0.00% No change 460 $12K
SBI Securities Co., Ltd. 0.00% Reduce -34.0% 459 $12K
Signaturefd, LLC 0.00% Reduce -13.3% 334 $8K
Wolff Wiese Magana LLC 0.00% Add +16.4% 249 $6K
Hantz Financial Services, Inc. 0.00% Add +2785.7% 202 $5K
Parallel Advisors, LLC 0.00% Reduce -18.3% 188 $5K
UMB Bank, n.a. 0.00% Reduce -28.4% 154 $4K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -94.3% 152 $4K
Bessemer Group Inc. 0.00% Reduce -40.7% 108 $3K
Arax Advisory Partners 0.00% Add +353.9% 118 $3K
Fifth Third Bancorp 0.00% Add +5.4% 118 $3K
Versant Capital Management, Inc 0.00% Reduce -61.9% 95 $2K
NewSquare Capital LLC 0.00% New 92 $2K
Northwestern Mutual Wealth Management Co. 0.00% Add +1600.0% 85 $2K
Covestor Ltd 0.00% Reduce -4.3% 88 $2K
Larson Financial Group LLC 0.00% New 71 $2K
Rothschild Investment LLC 0.00% Reduce -26.3% 70 $2K
Westside Investment Management, Inc. 0.00% No change 60 $2K
Fortitude Family Office, LLC 0.00% Reduce -67.0% 59 $1K
HHM Wealth Advisors, LLC 0.00% No change 50 $1K
SJS Investment Consulting Inc. 0.00% Add +4500.0% 46 $1K
Farther Finance Advisors, LLC 0.00% Add +158.3% 31 $779
Caitong International Asset Management Co., Ltd 0.00% Add +400.0% 30 $754
EverSource Wealth Advisors, LLC 0.00% Reduce -60.0% 30 $754
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 28 $704
JFS Wealth Advisors, LLC 0.00% New 19 $478
Farmers & Merchants Investments Inc. 0.00% No change 19 $477
Huntington National Bank 0.00% Add +1000.0% 11 $276
Clearstead Trust, LLC 0.00% New 10 $252
Manchester Capital Management LLC 0.00% No change 2 $51
DiNuzzo Private Wealth, Inc. 0.00% Add +100.0% 2 $51
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $50
Rialto Wealth Management, LLC 0.00% Reduce -95.2% 1 $26
NewEdge Advisors, LLC 0.00% No change 1 $25
Hemington Wealth Management 0.00% Add +250.0% 28 $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.