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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,673,429 | $65M | 13.1% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 4,268,380 | $59M | 12.0% | 2026-Q1 |
| COOKE & BIELER LP added | 2,779,002 | $39M | 7.8% | 2026-Q1 |
| STATE STREET CORP added | 1,689,876 | $24M | 4.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,468,527 | $20M | 4.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,449,308 | $20M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,243,172 | $17M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 718,591 | $10M | 2.0% | 2026-Q1 |
| Elgethun Capital Management added | 505,378 | $7M | 1.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 499,587 | $7M | 1.4% | 2026-Q1 |
| Arcus Capital Partners, LLC trimmed | 475,282 | $7M | 1.3% | 2026-Q1 |
| Invesco Ltd. added | 464,371 | $6M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 415,013 | $6M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 346,867 | $5M | 1.0% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 344,796 | $5M | 1.0% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 344,796 | $5M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 340,870 | $5M | 1.0% | 2026-Q1 |
| DENALI ADVISORS LLC added | 338,282 | $5M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 329,678 | $5M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 311,738 | $4M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 274,859 | $4M | 0.8% | 2026-Q1 |
| HRT FINANCIAL LP added | 246,369 | $3M | 0.7% | 2026-Q1 |
| UBS Group AG added | 218,641 | $3M | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 203,496 | $3M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 200,110 | $3M | 0.6% | 2026-Q1 |
| Bretton Capital Management, LLC | 170,500 | $2M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 164,377 | $2M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 151,980 | $2M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 146,446 | $2M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 146,119 | $2M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 139,944 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 131,558 | $2M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 120,831 | $2M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 112,130 | $2M | 0.3% | 2026-Q1 |
| Holocene Advisors, LP new | 110,000 | $2M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 109,466 | $2M | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 104,064 | $1M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 102,768 | $1M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 101,204 | $1M | 0.3% | 2026-Q1 |
| De Lisle Partners LLP trimmed | 94,496 | $1M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 93,272 | $1M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 87,119 | $1M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 85,949 | $1M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 80,400 | $1M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 77,516 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 77,128 | $1M | 0.2% | 2026-Q1 |
| JACKSON SQUARE CAPITAL, LLC | 69,500 | $967K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 66,719 | $929K | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 66,612 | $927K | 0.2% | 2026-Q1 |
| Creative Planning added | 64,335 | $896K | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 60,529 | $843K | 0.2% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 58,517 | $815K | 0.2% | 2026-Q1 |
| Swiss National Bank | 55,400 | $771K | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 54,368 | $757K | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 53,726 | $748K | 0.2% | 2026-Q1 |
| SummitTX Capital, L.P. added | 52,630 | $733K | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 52,102 | $725K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 51,071 | $711K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 49,070 | $683K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 47,346 | $659K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 46,046 | $641K | 0.1% | 2026-Q1 |
| AMG National Trust Bank new | 42,690 | $594K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 42,540 | $592K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 40,844 | $569K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 40,223 | $560K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 38,596 | $537K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP trimmed | 38,185 | $532K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 37,421 | $521K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 36,756 | $512K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 34,392 | $479K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,240 | $463K | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 32,473 | $452K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,873,616 | $49M | 9.9% | 2025-Q4 stale |
| Fenimore Asset Management Inc trimmed | 686,041 | $12M | 2.4% | 2025-Q4 stale |
| Driehaus Capital Management LLC new | 363,102 | $9M | 1.9% | 2025-Q3 stale |
| HENNESSY ADVISORS INC trimmed | 211,500 | $5M | 1.0% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 94,663 | $5M | 0.9% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP added | 168,963 | $4M | 0.8% | 2025-Q1 stale |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE trimmed | 123,489 | $3M | 0.6% | 2025-Q3 stale |
| NORDEA INVESTMENT MANAGEMENT AB added | 123,344 | $3M | 0.6% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 89,250 | $2M | 0.5% | 2025-Q3 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 77,000 | $2M | 0.4% | 2025-Q3 stale |
| Davidson Kahn Capital Management, LLC added | 111,804 | $2M | 0.4% | 2025-Q4 stale |
| Epoch Investment Partners, Inc. added | 83,275 | $1M | 0.3% | 2025-Q4 stale |
| FIRST MANHATTAN CO. LLC. added | 80,225 | $1M | 0.3% | 2025-Q4 stale |
| AlphaQuest LLC added | 70,606 | $1M | 0.2% | 2025-Q4 stale |
| PDT Partners, LLC | 39,494 | $1M | 0.2% | 2025-Q3 stale |
| AZZAD ASSET MANAGEMENT INC /ADV added | 38,954 | $906K | 0.2% | 2025-Q1 stale |
| Walleye Capital LLC added | 33,648 | $872K | 0.2% | 2025-Q3 stale |
| CAPTRUST FINANCIAL ADVISORS added | 35,743 | $806K | 0.2% | 2025-Q1 stale |
| NORDEN GROUP LLC trimmed | 22,578 | $585K | 0.1% | 2025-Q3 stale |
| Vestcor Inc added | 25,600 | $578K | 0.1% | 2025-Q1 stale |
| Giverny Capital Inc. | 32,202 | $551K | 0.1% | 2025-Q4 stale |
| Versor Investments LP added | 21,586 | $542K | 0.1% | 2025-Q2 stale |
| FOX RUN MANAGEMENT, L.L.C. new | 22,480 | $507K | 0.1% | 2025-Q1 stale |
| VARCOV Co. new | 28,891 | $494K | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC trimmed | 19,950 | $450K | 0.1% | 2025-Q1 stale |
| DHK Financial Advisors, Inc. | 17,780 | $447K | 0.1% | 2025-Q2 stale |
| COMMONS CAPITAL, LLC | 26,076 | $446K | 0.1% | 2025-Q4 stale |
| West Tower Group, LLC added | 25,789 | $441K | 0.1% | 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.
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.