Dream Finders Homes Inc. Class ADFH
13F holders, Q4 2025 (December 31)191holders −6
28new positions
35sold out
4famous investors
$17.10avg. 13F price*
At the end of Q4 2025, 191 institutions reported holding Dream Finders Homes Inc. Class A (DFH) in their 13F filings, down 6 from Q3 2025. 28 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($77.0M), Kayne Anderson Rudnick Investment Management LLC ($75.7M) and Vanguard Group Inc. ($52.9M). 4 famous investors held it, including Francois Rochon (0.0% of Giverny Capital's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $5.6M |
| Exits | 35 | $27.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,827,901 shares bought and 3,100,158 shares sold, net −1,272,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 4,500,840 | $77.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.20% | Reduce -16.7% | 4,424,576 | $75.7M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 3,093,381 | $52.9M |
| Cooke & Bieler LP | 0.44% | Add +0.7% | 2,487,064 | $42.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.9% | 1,784,104 | $30.5M |
| State Street Corp. | 0.00% | Add +0.4% | 1,545,418 | $26.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.8% | 1,214,409 | $20.8M |
| Arcus Capital Partners, LLC | 5.36% | Reduce -7.7% | 873,818 | $14.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.4% | 693,868 | $11.9M |
| Fenimore Asset Management Inc | 0.24% | Reduce -0.5% | 686,041 | $11.7M |
| Elgethun Capital Management | 1.46% | Add +8.2% | 495,037 | $8.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +73.8% | 460,844 | $7.9M |
| Invesco Ltd. | 0.00% | Add +50.0% | 447,880 | $7.7M |
| Millennium Management | 0.00% | Add +200.1% | 382,170 | $6.5M |
| Wells Fargo & Company | 0.00% | Reduce -24.5% | 375,405 | $6.4M |
| Northern Trust Corp. | 0.00% | Reduce -10.8% | 267,989 | $4.6M |
| Denali Advisors LLC | 0.49% | Reduce -6.0% | 260,019 | $4.4M |
| Morgan Stanley | 0.00% | Add +19.4% | 258,526 | $4.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -14.7% | 249,927 | $4.3M |
| Marshall Wace, LLP | 0.00% | Reduce -49.1% | 189,932 | $3.2M |
| Sei Investments Co. | 0.00% | Reduce -11.2% | 189,696 | $3.2M |
| UBS Group AG | 0.00% | Add +171.6% | 187,760 | $3.2M |
| De Lisle Partners LLP | 0.38% | Add +13.9% | 171,453 | $2.9M |
| Bretton Capital Management, LLC | 2.44% | No change | 170,500 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.1% | 162,508 | $2.8M |
| SG Americas Securities, LLC | 0.00% | Add +1443.4% | 155,946 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.4% | 146,344 | $2.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.7% | 137,045 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +105.9% | 128,872 | $2.2M |
| Balyasny Asset Management L.P. | 0.00% | Add +149.9% | 120,770 | $2.1M |
| Davidson Kahn Capital Management, LLC | 0.99% | Add +5.6% | 111,804 | $1.9M |
| Public Sector Pension Investment Board | 0.01% | Reduce -11.2% | 99,834 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -40.6% | 96,425 | $1.6M |
| Epoch Investment Partners, Inc. | 0.01% | Add +1.1% | 83,275 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -7.1% | 81,204 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | New | 80,225 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.2% | 78,885 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Add +124.6% | 78,248 | $1.3M |
| Rhumbline Advisers | 0.00% | Reduce -5.3% | 78,145 | $1.3M |
| Nuveen, LLC | 0.00% | Add +11.1% | 77,027 | $1.3M |
| Barclays PLC | 0.00% | Add +23.6% | 76,161 | $1.3M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -10.4% | 70,717 | $1.2M |
| AlphaQuest LLC | 0.07% | Add +83.8% | 70,606 | $1.2M |
| Jackson Square Capital, LLC | 0.24% | Reduce -0.7% | 69,500 | $1.2M |
| Legal & General Group Plc | 0.00% | Reduce -6.5% | 67,795 | $1.2M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -28.8% | 64,311 | $1.1M |
| Swiss National Bank | 0.00% | No change | 55,400 | $947K |
| Deutsche Bank AG | 0.00% | Add +114.2% | 53,688 | $918K |
| Quantinno Capital Management LP | 0.00% | Add +207.8% | 53,651 | $917K |
| Verition Fund Management LLC | 0.01% | Add +21.9% | 52,832 | $903K |
| Brevan Howard Capital Management LP | 0.02% | New | 52,283 | $894K |
| American Century Companies Inc. | 0.00% | Add +2.0% | 50,806 | $869K |
| D. E. Shaw & Co. | 0.00% | Add +5.1% | 48,992 | $838K |
| Rafferty Asset Management, LLC | 0.00% | Add +8.1% | 47,013 | $804K |
| JPMorgan Chase & Co. | 0.00% | Add +181.3% | 40,063 | $685K |
| Raymond James Financial Inc. | 0.00% | Add +18.8% | 39,996 | $684K |
| Stifel Financial Corp. | 0.00% | Reduce -22.2% | 37,974 | $649K |
| Citigroup Inc. | 0.00% | Reduce -23.4% | 36,857 | $630K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.6% | 36,810 | $629K |
| XTX Topco Ltd | 0.02% | Add +216.1% | 35,527 | $608K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +33.5% | 33,780 | $578K |
| AQR Capital Management | 0.00% | Add +11.8% | 32,295 | $552K |
| Giverny Capital | 0.02% | No change | 32,202 | $551K |
| Jane Street Group, LLC | 0.00% | Reduce -55.9% | 30,675 | $525K |
| Quantbot Technologies LP | 0.02% | Reduce -11.5% | 30,469 | $521K |
| VARCOV Co. | 0.20% | — | 28,891 | $494K |
| HRT Financial LP | 0.00% | New | 28,664 | $490K |
| Prudential Financial Inc. | 0.00% | Reduce -7.0% | 26,905 | $460K |
| California State Teachers Retirement System | 0.00% | Reduce -9.8% | 26,781 | $458K |
| National Bank of Canada | 0.00% | Add +21.7% | 26,624 | $455K |
| Commons Capital, LLC | 0.31% | No change | 26,076 | $446K |
| West Tower Group, LLC | 1.01% | Add +29.3% | 25,789 | $441K |
| Quent Capital, LLC | 0.03% | New | 23,836 | $408K |
| Boothbay Fund Management, LLC | 0.01% | New | 23,123 | $395K |
| Aristeia Capital, L.L.C. | 0.02% | New | 22,404 | $383K |
| SummitTX Capital, L.P. | 0.01% | Add +16.8% | 21,751 | $372K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.9% | 21,430 | $366K |
| Anchor Capital Advisors LLC | 0.01% | No change | 21,233 | $363K |
| Victory Capital Management Inc. | 0.00% | Add +15.4% | 20,966 | $359K |
| Engineers Gate Manager LP | 0.00% | Add +52.5% | 20,304 | $347K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.1% | 19,738 | $338K |
| US Bancorp \de | 0.00% | Reduce -9.2% | 19,104 | $327K |
| Alliancebernstein L.P. | 0.00% | Reduce -26.0% | 18,380 | $314K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 17,885 | $306K |
| MetLife Investment Management, LLC | 0.00% | No change | 17,182 | $294K |
| M&T Bank Corp | 0.00% | Reduce -49.8% | 16,588 | $284K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.9% | 16,498 | $282K |
| Illinois Municipal Retirement Fund | 0.00% | Add +12.2% | 16,234 | $278K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 16,149 | $276K |
| Neuberger Berman Group LLC | 0.00% | Reduce -70.1% | 14,977 | $256K |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.7% | 14,779 | $253K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -0.4% | 14,442 | $246K |
| Intech Investment Management LLC | 0.00% | Reduce -2.7% | 14,276 | $244K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,200 | $243K |
| Capstone Investment Advisors, LLC | 0.00% | New | 13,758 | $235K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.5% | 13,687 | $234K |
| Penserra Capital Management LLC | 0.00% | Add +16.2% | 13,408 | $229K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -0.8% | 13,200 | $226K |
| Qube Research & Technologies Ltd | 0.00% | New | 12,823 | $219K |
| LPL Financial LLC | 0.00% | Reduce -4.6% | 12,327 | $211K |
"% 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.