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Institutional Ownership · SEC Form 13F

Who owns Dream Finders Homes, Inc. (DFH)


Which tracked institutional funds hold DFH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFH company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

193
Institutional holders
29M
Shares held (tracked funds)

How the tape is positioned

26 tracked funds added or opened DFH while 39 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

DFH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DFH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DFH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 193 tracked filers holding DFH, 123 increased or opened the position and 90 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in DFH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 12

  • VANGUARD PORTFOLIO MANAGEMENT LLC$20M
  • VANGUARD CAPITAL MANAGEMENT LLC$17M
  • Vestmark Advisory Solutions, Inc.$5M
  • ELEVATION POINT WEALTH PARTNERS, LLC$5M
  • VANGUARD FIDUCIARY TRUST CO$3M
  • Holocene Advisors, LP$2M

Full exits 8

  • VANGUARD GROUP INC$49M
  • Fenimore Asset Management Inc$12M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
  • Davidson Kahn Capital Management, LLC$2M
  • Epoch Investment Partners, Inc.$1M
  • FIRST MANHATTAN CO. LLC.$1M

Largest adds

  • MARSHALL WACE, LLP$4M
  • HRT FINANCIAL LP$3M
  • AMERIPRISE FINANCIAL INC$2M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
  • BNP PARIBAS FINANCIAL MARKETS$1M
  • JANE STREET GROUP, LLC$1M

Largest trims

  • JANUS HENDERSON GROUP PLC$28M
  • KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$16M
  • BlackRock, Inc.$12M
  • Arcus Capital Partners, LLC$8M
  • MILLENNIUM MANAGEMENT LLC$5M
  • COOKE & BIELER LP$4M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,673,429$65M13.1%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed4,268,380$59M12.0%2026-Q1
COOKE & BIELER LP added2,779,002$39M7.8%2026-Q1
STATE STREET CORP added1,689,876$24M4.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,468,527$20M4.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,449,308$20M4.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,243,172$17M3.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added718,591$10M2.0%2026-Q1
Elgethun Capital Management added505,378$7M1.4%2026-Q1
MARSHALL WACE, LLP added499,587$7M1.4%2026-Q1
Arcus Capital Partners, LLC trimmed475,282$7M1.3%2026-Q1
Invesco Ltd. added464,371$6M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added415,013$6M1.2%2026-Q1
MORGAN STANLEY added346,867$5M1.0%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC new344,796$5M1.0%2026-Q1
Vestmark Advisory Solutions, Inc. added344,796$5M1.0%2026-Q1
AMERIPRISE FINANCIAL INC added340,870$5M1.0%2026-Q1
DENALI ADVISORS LLC added338,282$5M0.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed329,678$5M0.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed311,738$4M0.9%2026-Q1
NORTHERN TRUST CORP added274,859$4M0.8%2026-Q1
HRT FINANCIAL LP added246,369$3M0.7%2026-Q1
UBS Group AG added218,641$3M0.6%2026-Q1
JANUS HENDERSON GROUP PLC trimmed203,496$3M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new200,110$3M0.6%2026-Q1
Bretton Capital Management, LLC170,500$2M0.5%2026-Q1
SEI INVESTMENTS CO trimmed164,377$2M0.5%2026-Q1
Bank of New York Mellon Corp trimmed151,980$2M0.4%2026-Q1
Rockefeller Capital Management L.P. added146,446$2M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added146,119$2M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added139,944$2M0.4%2026-Q1
JANE STREET GROUP, LLC added131,558$2M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added120,831$2M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed112,130$2M0.3%2026-Q1
Holocene Advisors, LP new110,000$2M0.3%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed109,466$2M0.3%2026-Q1
XTX Topco Ltd added104,064$1M0.3%2026-Q1
Public Sector Pension Investment Board added102,768$1M0.3%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added101,204$1M0.3%2026-Q1
De Lisle Partners LLP trimmed94,496$1M0.3%2026-Q1
Squarepoint Ops LLC added93,272$1M0.3%2026-Q1
DEUTSCHE BANK AG\ added87,119$1M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added85,949$1M0.2%2026-Q1
RHUMBLINE ADVISERS added80,400$1M0.2%2026-Q1
Nuveen, LLC added77,516$1M0.2%2026-Q1
CITADEL ADVISORS LLC added77,128$1M0.2%2026-Q1
JACKSON SQUARE CAPITAL, LLC69,500$967K0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added66,719$929K0.2%2026-Q1
Legal & General Group Plc trimmed66,612$927K0.2%2026-Q1
Creative Planning added64,335$896K0.2%2026-Q1
Point72 Asset Management, L.P. added60,529$843K0.2%2026-Q1
Daiwa Securities Group Inc. trimmed58,517$815K0.2%2026-Q1
Swiss National Bank55,400$771K0.2%2026-Q1
CITIGROUP INC added54,368$757K0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed53,726$748K0.2%2026-Q1
SummitTX Capital, L.P. added52,630$733K0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed52,102$725K0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added51,071$711K0.1%2026-Q1
Quantinno Capital Management LP trimmed49,070$683K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added47,346$659K0.1%2026-Q1
BARCLAYS PLC trimmed46,046$641K0.1%2026-Q1
AMG National Trust Bank new42,690$594K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added42,540$592K0.1%2026-Q1
Rafferty Asset Management, LLC trimmed40,844$569K0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC added40,223$560K0.1%2026-Q1
STIFEL FINANCIAL CORP added38,596$537K0.1%2026-Q1
Brevan Howard Capital Management LP trimmed38,185$532K0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added37,421$521K0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed36,756$512K0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added34,392$479K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added33,240$463K0.1%2026-Q1
Brooklyn Investment Group added32,473$452K0.1%2026-Q1
VANGUARD GROUP INC trimmed2,873,616$49M9.9%2025-Q4 stale
Fenimore Asset Management Inc trimmed686,041$12M2.4%2025-Q4 stale
Driehaus Capital Management LLC new363,102$9M1.9%2025-Q3 stale
HENNESSY ADVISORS INC trimmed211,500$5M1.0%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added94,663$5M0.9%2025-Q4 stale
FIRST TRUST ADVISORS LP added168,963$4M0.8%2025-Q1 stale
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE trimmed123,489$3M0.6%2025-Q3 stale
NORDEA INVESTMENT MANAGEMENT AB added123,344$3M0.6%2025-Q2 stale
Brandywine Global Investment Management, LLC trimmed89,250$2M0.5%2025-Q3 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new77,000$2M0.4%2025-Q3 stale
Davidson Kahn Capital Management, LLC added111,804$2M0.4%2025-Q4 stale
Epoch Investment Partners, Inc. added83,275$1M0.3%2025-Q4 stale
FIRST MANHATTAN CO. LLC. added80,225$1M0.3%2025-Q4 stale
AlphaQuest LLC added70,606$1M0.2%2025-Q4 stale
PDT Partners, LLC39,494$1M0.2%2025-Q3 stale
AZZAD ASSET MANAGEMENT INC /ADV added38,954$906K0.2%2025-Q1 stale
Walleye Capital LLC added33,648$872K0.2%2025-Q3 stale
CAPTRUST FINANCIAL ADVISORS added35,743$806K0.2%2025-Q1 stale
NORDEN GROUP LLC trimmed22,578$585K0.1%2025-Q3 stale
Vestcor Inc added25,600$578K0.1%2025-Q1 stale
Giverny Capital Inc.32,202$551K0.1%2025-Q4 stale
Versor Investments LP added21,586$542K0.1%2025-Q2 stale
FOX RUN MANAGEMENT, L.L.C. new22,480$507K0.1%2025-Q1 stale
VARCOV Co. new28,891$494K0.1%2025-Q4 stale
ALGERT GLOBAL LLC trimmed19,950$450K0.1%2025-Q1 stale
DHK Financial Advisors, Inc.17,780$447K0.1%2025-Q2 stale
COMMONS CAPITAL, LLC26,076$446K0.1%2025-Q4 stale
West Tower Group, LLC added25,789$441K0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership