Dream Finders Homes Inc. Class ADFH

13F holders, Q3 2025 (September 30)
197holders −3
27new positions
27sold out
5famous investors
$25.92avg. 13F price*

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

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions27$19.9M
Exits27$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
Louisiana State Employees Retirement System 0.01% Reduce -0.8% 13,300 $345K
Cambridge Investment Research Advisors, Inc. 0.00% New 12,983 $337K
LPL Financial LLC 0.00% New 12,925 $335K
Summit Wealth Group LLC / Co. 0.03% New 14,339 $319K
Index Fund Advisors, Inc. 0.01% Reduce -49.0% 11,608 $301K
Wilmington Savings Fund Society, FSB 0.01% No change 11,560 $300K
Penserra Capital Management LLC 0.00% No change 11,537 $299K
XTX Topco Ltd 0.02% Add +24.1% 11,239 $291K
Royal Bank of Canada 0.00% Reduce -46.1% 11,061 $287K
Manufacturers Life Insurance Company, The 0.00% Reduce -7.8% 10,399 $270K
Alliance Wealth Advisors, LLC 0.06% Reduce -20.8% 10,204 $264K
Cornerstone Wealth Group, LLC 0.02% Add +1.4% 10,141 $263K
SG Americas Securities, LLC 0.00% New 10,104 $262K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -3.1% 9,862 $256K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 9,848 $255K
New York State Teachers Retirement System 0.00% No change 9,569 $248K
Comerica Bank 0.00% Reduce -13.7% 9,409 $244K
Janney Montgomery Scott LLC 0.00% Add +9.9% 9,079 $235K
Creative Planning 0.00% Add +10.2% 9,028 $234K
Game Plan Financial Advisors, LLC 0.11% No change 9,000 $233K
Yousif Capital Management, LLC 0.00% Reduce -14.2% 8,921 $231K
CastleKnight Management LP 0.01% No change 8,800 $228K
Mercer Global Advisors Inc. 0.00% New 8,674 $225K
GAMMA Investing LLC 0.01% Add +18.6% 8,614 $223K
Arizona State Retirement System 0.00% Add +1.6% 8,472 $220K
Amalgamated Bank 0.00% Add +3.2% 8,421 $218K
Sherbrooke Park Advisers LLC 0.10% New 8,387 $217K
Police & Firemen's Retirement System of New Jersey 0.00% Add +23.1% 8,350 $216K
Mariner, LLC 0.00% New 8,160 $212K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -18.0% 8,162 $211K
iSAM Funds (UK) Ltd 0.04% New 7,689 $199K
State of Tennessee, Department of Treasury 0.00% No change 7,020 $182K
KLP Kapitalforvaltning As 0.00% Add +40.0% 7,000 $181K
Oregon Public Employees Retirement Fund 0.00% Reduce -1.5% 6,500 $168K
Russell Investments Group, Ltd. 0.00% Add +70.8% 6,452 $167K
Osaic Holdings, Inc. 0.00% Add +4.0% 6,088 $160K
Larson Financial Group LLC 0.00% Add +4853.5% 3,517 $91K
Palouse Capital Management, Inc. 0.06% No change 3,383 $88K
FMR LLC 0.00% Add +18.2% 2,834 $73K
Ameritas Investment Partners, Inc. 0.00% Reduce -18.2% 2,523 $65K
Steward Partners Investment Advisory, LLC 0.00% New 2,275 $59K
Nisa Investment Advisors, LLC 0.00% Add +9.4% 1,961 $51K
Sterling Capital Management LLC 0.00% Add +151.7% 1,603 $42K
Advisory Services Network, LLC 0.00% New 1,509 $39K
Simplex Trading, LLC 0.00% Reduce -50.4% 1,454 $37K
Eukles Asset Management 0.01% Reduce -11.5% 1,318 $34K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,288 $33K
Avalon Trust Co 0.00% No change 1,200 $31K
Shell Asset Management Co. 0.00% Reduce -63.2% 1,018 $26K
Fifth Third Bancorp 0.00% Add +701.7% 946 $25K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.4% 861 $22K
Harbor Capital Advisors, Inc. 0.00% Add +13.1% 823 $21K
Toth Financial Advisory Corp. 0.00% No change 800 $21K
PNC Financial Services Group, Inc. 0.00% Add +11.3% 741 $19K
IFP Advisors, Inc 0.00% Add +17.8% 707 $18K
Hantz Financial Services, Inc. 0.00% Add +226.2% 659 $17K
Arax Advisory Partners 0.00% Add +450.9% 650 $17K
Adirondack Trust Co. 0.01% No change 615 $16K
Harbour Investments, Inc. 0.00% No change 614 $16K
Federation des caisses Desjardins du Quebec 0.00% No change 600 $16K
Cwm, LLC 0.00% Add +19.2% 564 $15K
Jones Financial Companies LLLP 0.00% No change 567 $15K
SBI Securities Co., Ltd. 0.00% Add +3.9% 477 $12K
N.E.W. Advisory Services LLC 0.00% No change 460 $12K
Northwestern Mutual Wealth Management Co. 0.00% Add +349.4% 382 $10K
Signaturefd, LLC 0.00% Add +3.0% 344 $9K
Ascentis Wealth Management, LLC 0.00% New 258 $7K
Wolff Wiese Magana LLC 0.00% No change 249 $6K
Optiver Holding B.V. 0.00% New 232 $6K
Bessemer Group Inc. 0.00% Add +88.0% 203 $5K
Parallel Advisors, LLC 0.00% Add +1.6% 191 $5K
UMB Bank, n.a. 0.00% Add +14.3% 176 $5K
Salomon & Ludwin, LLC 0.00% New 94 $2K
Quadrant Capital Group LLC 0.00% New 95 $2K
Versant Capital Management, Inc 0.00% No change 95 $2K
Root Financial Partners, LLC 0.00% New 95 $2K
Covestor Ltd 0.00% Reduce -11.4% 78 $2K
Cedar Mountain Advisors, LLC 0.00% New 60 $2K
Fortitude Family Office, LLC 0.00% No change 59 $2K
Rothschild Investment LLC 0.00% Reduce -28.6% 50 $1K
SJS Investment Consulting Inc. 0.00% No change 46 $1K
Farther Finance Advisors, LLC 0.00% Add +12.9% 35 $907
EverSource Wealth Advisors, LLC 0.00% No change 30 $778
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 28 $726
JFS Wealth Advisors, LLC 0.00% No change 19 $493
Farmers & Merchants Investments Inc. 0.00% No change 19 $492
Huntington National Bank 0.00% No change 11 $285
Allworth Financial LP 0.00% New 10 $260
Clearstead Trust, LLC 0.00% No change 10 $260
Wealthspire Advisors, LLC 0.00% New 8 $207
Aster Capital Management (DIFC) Ltd 0.00% Reduce -95.4% 7 $181
DiNuzzo Private Wealth, Inc. 0.00% Add +100.0% 4 $112
Rialto Wealth Management, LLC 0.00% Add +300.0% 4 $104
Manchester Capital Management LLC 0.00% No change 2 $52
HFM Investment Advisors, LLC 0.00% No change 2 $52
Hemington Wealth Management 0.00% Add +17.9% 33 $0
Cloud Capital Management, LLC 0.00% New 6 $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.