Dream Finders Homes Inc. Class ADFH
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 197 institutions reported holding Dream Finders Homes Inc. Class A (DFH) in their 13F filings, down 3 from Q2 2025. 27 opened new positions and 27 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($137.6M), BlackRock, Inc. ($117.8M) and Vanguard Group Inc. ($80.1M). 5 famous investors held it, including Francois Rochon (0.0% of Giverny Capital's portfolio), Israel Englander (0.0% of Millennium Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $19.9M |
| Exits | 27 | $9.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,597,647 shares bought and 2,167,148 shares sold, net −569,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.34% | Reduce -10.4% | 5,310,374 | $137.6M |
| BlackRock, Inc. | 0.00% | Add +0.9% | 4,546,320 | $117.8M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 3,088,567 | $80.1M |
| Cooke & Bieler LP | 0.66% | Add +0.4% | 2,470,118 | $64.0M |
| Janus Henderson Group PLC | 0.02% | Reduce -8.7% | 1,856,621 | $48.1M |
| State Street Corp. | 0.00% | Add +11.0% | 1,539,386 | $39.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.4% | 1,137,490 | $29.5M |
| Arcus Capital Partners, LLC | 10.74% | Reduce -1.8% | 947,121 | $24.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 703,986 | $18.2M |
| Fenimore Asset Management Inc | 0.36% | Add +0.1% | 689,132 | $17.9M |
| Wells Fargo & Company | 0.00% | Reduce -6.8% | 497,053 | $12.9M |
| Elgethun Capital Management | 2.14% | Add +0.8% | 457,587 | $11.8M |
| Marshall Wace, LLP | 0.01% | Reduce -24.3% | 373,218 | $9.7M |
| Driehaus Capital Management LLC | 0.07% | New | 363,102 | $9.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 300,362 | $7.8M |
| Invesco Ltd. | 0.00% | Reduce -4.9% | 298,649 | $7.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.3% | 292,860 | $7.6M |
| Denali Advisors LLC | 0.81% | Reduce -11.9% | 276,458 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.6% | 265,102 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 226,114 | $5.9M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 216,537 | $5.6M |
| Sei Investments Co. | 0.01% | Add +0.0% | 213,522 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.9% | 177,253 | $4.6M |
| Bretton Capital Management, LLC | 3.73% | No change | 170,500 | $4.4M |
| Bank of America Corp. | 0.00% | Add +114.6% | 162,323 | $4.2M |
| De Lisle Partners LLP | 0.48% | No change | 150,502 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.0% | 149,520 | $3.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -12.9% | 139,383 | $3.6M |
| Millennium Management | 0.00% | Add +1029.5% | 127,331 | $3.3M |
| Lawson Kroeker Investment Management Inc. | 0.59% | Reduce -9.5% | 123,489 | $3.2M |
| Public Sector Pension Investment Board | 0.01% | Add +15.0% | 112,414 | $2.9M |
| Davidson Kahn Capital Management, LLC | 1.53% | Reduce -0.5% | 105,866 | $2.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -27.9% | 90,347 | $2.3M |
| Brandywine Global Investment Management, LLC | 0.02% | New | 89,250 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -12.3% | 87,404 | $2.3M |
| Rhumbline Advisers | 0.00% | Reduce -0.5% | 82,482 | $2.1M |
| Epoch Investment Partners, Inc. | 0.01% | Add +65.6% | 82,334 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -6.5% | 78,961 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 77,000 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.2% | 72,469 | $1.9M |
| Jackson Square Capital, LLC | 0.40% | No change | 70,000 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +545.7% | 69,532 | $1.8M |
| Nuveen, LLC | 0.00% | No change | 69,338 | $1.8M |
| UBS Group AG | 0.00% | Reduce -57.9% | 69,128 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 62,578 | $1.6M |
| Barclays PLC | 0.00% | Reduce -22.8% | 61,607 | $1.6M |
| Swiss National Bank | 0.00% | No change | 55,400 | $1.4M |
| Citadel Advisors | 0.00% | Add +77.2% | 55,283 | $1.4M |
| Dark Forest Capital Management LP | 0.05% | New | 52,014 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -41.0% | 50,132 | $1.3M |
| American Century Companies Inc. | 0.00% | Add +58.6% | 49,799 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -30.2% | 48,828 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +109.7% | 48,322 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -19.6% | 48,101 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Add +0.5% | 46,600 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.4% | 44,489 | $1.2M |
| Rafferty Asset Management, LLC | 0.00% | Add +87.0% | 43,509 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -55.5% | 43,332 | $1.1M |
| PDT Partners, LLC | 0.06% | No change | 39,494 | $1.0M |
| AlphaQuest LLC | 0.07% | Add +541.5% | 38,406 | $995K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -48.8% | 36,609 | $949K |
| Squarepoint Ops LLC | 0.00% | Reduce -20.7% | 34,834 | $903K |
| Quantbot Technologies LP | 0.02% | Reduce -50.8% | 34,418 | $892K |
| Raymond James Financial Inc. | 0.00% | Add +429.8% | 33,678 | $873K |
| Walleye Capital LLC | 0.01% | New | 33,648 | $872K |
| M&T Bank Corp | 0.00% | Reduce -17.6% | 33,029 | $856K |
| Giverny Capital | 0.03% | No change | 32,202 | $835K |
| California State Teachers Retirement System | 0.00% | Add +15.0% | 29,678 | $769K |
| Prudential Financial Inc. | 0.00% | Reduce -3.3% | 28,935 | $750K |
| AQR Capital Management | 0.00% | New | 28,898 | $749K |
| Islay Capital Management, LLC | 0.42% | Reduce -42.5% | 27,830 | $721K |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.6% | 27,729 | $719K |
| Commons Capital, LLC | 0.45% | Reduce -38.0% | 26,076 | $676K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 25,313 | $656K |
| Deutsche Bank AG | 0.00% | Add +12.8% | 25,064 | $650K |
| Alliancebernstein L.P. | 0.00% | No change | 24,850 | $644K |
| Jump Financial, LLC | 0.01% | Reduce -10.7% | 23,134 | $600K |
| Norden Group LLC | 0.06% | Reduce -24.5% | 22,578 | $585K |
| National Bank of Canada | 0.00% | Reduce -2.1% | 21,873 | $567K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.3% | 21,238 | $550K |
| Anchor Capital Advisors LLC | 0.02% | No change | 21,233 | $550K |
| US Bancorp \de | 0.00% | Reduce -8.6% | 21,045 | $545K |
| Aquatic Capital Management LLC | 0.01% | Reduce -52.1% | 20,842 | $540K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 20,797 | $539K |
| West Tower Group, LLC | 1.50% | Reduce -13.3% | 19,951 | $517K |
| &partners | 0.00% | Reduce -0.8% | 18,989 | $492K |
| SummitTX Capital, L.P. | 0.02% | Reduce -19.2% | 18,630 | $483K |
| Victory Capital Management Inc. | 0.00% | Add +4.9% | 18,166 | $471K |
| Quantinno Capital Management LP | 0.00% | Add +115.6% | 17,431 | $452K |
| MetLife Investment Management, LLC | 0.00% | No change | 17,182 | $445K |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.2% | 16,478 | $428K |
| Atria Investments, Inc | 0.00% | Add +0.2% | 16,453 | $426K |
| Intech Investment Management LLC | 0.00% | Add +11.4% | 14,671 | $380K |
| Portside Wealth Group, LLC | 0.05% | Reduce -37.2% | 14,518 | $376K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -14.9% | 14,506 | $375K |
| Illinois Municipal Retirement Fund | 0.00% | Add +7.6% | 14,465 | $375K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.9% | 14,240 | $369K |
| Handelsbanken Fonder AB | 0.00% | Add +40.6% | 14,200 | $368K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.2% | 14,190 | $368K |
| Engineers Gate Manager LP | 0.00% | New | 13,311 | $345K |
"% 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.