Dream Finders Homes, Inc. (DFH) — Institutional Holders, Q2 2026

206 institutional investment managers reported a DFH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $534.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← DFH stock profile

DFH in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

Point72 Asset Management, L.P.Added · +396,803 sh+$6.8M
Elgethun Capital ManagementAdded · +314,028 sh+$5.4M
MORGAN STANLEYAdded · +295,866 sh+$5.1M
JPMORGAN CHASEAdded · +254,738 sh+$4.4M
AQR CAPITAL MANAGEMENTAdded · +232,716 sh+$4.0M

Biggest sellers

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTTrimmed · -1,196,285 sh-$20.6M
COOKE & BIELERTrimmed · -908,201 sh-$15.7M
MARSHALL WACE, LLPTrimmed · -248,561 sh-$4.3M
Arcus Capital PartnersTrimmed · -199,024 sh-$3.4M
Holocene AdvisorsSold out · -110,000 sh-$1.9M

DFH 13F holders ranked 1–100 of 206

Institutional investors reporting a position in Dream Finders Homes, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 4,811,957 sh	4,811,957	$83.1M	<0.01%	+3.0%
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#2 · 3,072,095 sh	3,072,095	$53.0M	0.16%	-28.0%
3	Jupiter Topco#3 · 1,922,596 sh	1,922,596	$33.2M	0.01%	—
4	COOKE & BIELER#4 · 1,870,801 sh	1,870,801	$32.3M	—	-32.7%
5	STATE STREET#5 · 1,709,676 sh	1,709,676	$29.5M	<0.01%	+1.2%
6	DIMENSIONAL FUND ADVISORS#6 · 1,546,957 sh	1,546,957	$26.7M	<0.01%	+6.7%
7	VANGUARD PORTFOLIO MANAGEMENT#7 · 1,464,130 sh	1,464,130	$25.3M	<0.01%	-0.3%
8	VANGUARD CAPITAL MANAGEMENT#8 · 1,206,150 sh	1,206,150	$20.8M	<0.01%	-3.0%
9	Elgethun Capital Management#9 · 819,406 sh	819,406	$14.1M	1.97%	+62.1%
10	GEODE CAPITAL MANAGEMENT#10 · 729,022 sh	729,022	$12.6M	<0.01%	+1.5%
11	MORGAN STANLEY#11 · 642,733 sh	642,733	$11.1M	<0.01%	+85.3%
12	Invesco Ltd.#12 · 545,748 sh	545,748	$9.4M	<0.01%	+9.6%
13	CHARLES SCHWAB INVESTMENT MANAGEMENT#13 · 481,915 sh	481,915	$8.3M	<0.01%	+16.1%
14	Point72 Asset Management, L.P.#14 · 457,332 sh	457,332	$7.9M	<0.01%	+655.6%
15	UBS Group AG#15 · 377,592 sh	377,592	$6.5M	<0.01%	+72.7%
16	Mount Yale Investment Advisors#16 · 344,821 sh	344,821	$6.0M	0.11%	0.0%
17	Vestmark Advisory Solutions#17 · 344,796 sh	344,796	$6.0M	0.06%	0.0%
18	GOLDMAN SACHS GROUP#18 · 344,649 sh	344,649	$5.9M	<0.01%	+10.6%
19	HRT FINANCIAL#19 · 334,616 sh	334,616	$5.8M	0.01%	+35.8%
20	BNP PARIBAS FINANCIAL MARKETS#20 · 334,191 sh	334,191	$5.8M	<0.01%	+176.6%
21	DENALI ADVISORS#21 · 321,182 sh	321,182	$5.5M	0.56%	-5.1%
22	WELLS FARGO & COMPANY#22 · 317,819 sh	317,819	$5.5M	<0.01%	-3.6%
23	AMERIPRISE FINANCIAL#23 · 307,261 sh	307,261	$5.3M	<0.01%	-9.9%
24	BANK OF AMERICA#24 · 295,229 sh	295,229	$5.1M	<0.01%	+102.0%
25	NORTHERN#25 · 292,367 sh	292,367	$5.0M	<0.01%	+6.4%
26	AQR CAPITAL MANAGEMENT#26 · 282,895 sh	282,895	$4.9M	<0.01%	+463.8%
27	Arcus Capital Partners#27 · 276,258 sh	276,258	$4.8M	1.97%	-41.9%
28	JPMORGAN CHASE#28 · 267,380 sh	267,380	$4.7M	<0.01%	+2015.0%
29	MARSHALL WACE, LLP#29 · 251,026 sh	251,026	$4.3M	<0.01%	-49.8%
30	Jump Financial#30 · 202,363 sh	202,363	$3.5M	0.03%	+1254.1%
31	JANE STREET GROUP#31 · 197,830 sh	197,830	$3.4M	<0.01%	+50.4%
32	Creative Planning#32 · 185,926 sh	185,926	$3.2M	<0.01%	+189.0%
33	VANGUARD FIDUCIARY#33 · 180,800 sh	180,800	$3.1M	<0.01%	-9.6%
34	Bretton Capital Management#34 · 170,500 sh	170,500	$2.9M	—	0.0%
35	Bank of New York Mellon#35 · 164,146 sh	164,146	$2.8M	<0.01%	+8.0%
36	Rockefeller Capital Management L.P.#36 · 153,068 sh	153,068	$2.6M	<0.01%	+4.5%
37	CITADEL ADVISORS#37 · 147,493 sh	147,493	$2.5M	<0.01%	+91.2%
38	Nuveen#38 · 140,506 sh	140,506	$2.4M	<0.01%	+81.3%
39	Numerai GP#39 · 137,648 sh	137,648	$2.4M	0.19%	New
40	PRINCIPAL FINANCIAL GROUP#40 · 133,998 sh	133,998	$2.3M	<0.01%	-4.2%
41	Walleye Capital#41 · 133,157 sh	133,157	$2.3M	<0.01%	New
42	CastleKnight Management#42 · 126,700 sh	126,700	$2.2M	0.03%	New
43	TUDOR INVESTMENT ET AL#43 · 117,493 sh	117,493	$2.0M	<0.01%	+125.5%
44	NEW YORK STATE COMMON RETIREMENT FUND#44 · 100,504 sh	100,504	$1.7M	<0.01%	-0.7%
45	PUBLIC SECTOR PENSION INVESTMENT BOARD#45 · 95,201 sh	95,201	$1.6M	<0.01%	-7.4%
46	Quantinno Capital Management#46 · 94,437 sh	94,437	$1.6M	<0.01%	+92.5%
47	SEI INVESTMENTS#47 · 92,767 sh	92,767	$1.6M	<0.01%	-43.6%
48	DEUTSCHE BANK AG\#48 · 88,296 sh	88,296	$1.5M	<0.01%	+1.4%
49	BALYASNY ASSET MANAGEMENT L.P.#49 · 82,105 sh	82,105	$1.4M	<0.01%	-25.0%
50	BARCLAYS PLC#50 · 81,704 sh	81,704	$1.4M	<0.01%	+77.4%
51	D. E. Shaw#51 · 78,244 sh	78,244	$1.4M	<0.01%	+112.9%
52	SummitTX Capital, L.P.#52 · 74,861 sh	74,861	$1.3M	0.03%	+42.2%
53	Squarepoint Ops#53 · 73,521 sh	73,521	$1.3M	<0.01%	-21.2%
54	RHUMBLINE ADVISERS#54 · 69,674 sh	69,674	$1.2M	<0.01%	-13.3%
55	JACKSON SQUARE CAPITAL#55 · 69,500 sh	69,500	$1.2M	—	0.0%
56	ENVESTNET ASSET MANAGEMENT#56 · 69,168 sh	69,168	$1.2M	<0.01%	-19.5%
57	Legal & General Group Plc#57 · 68,336 sh	68,336	$1.2M	<0.01%	+2.6%
58	NATIONAL BANK OF CANADA#58 · 66,796 sh	66,796	$1.2M	<0.01%	+94.2%
59	CITIGROUP#59 · 66,503 sh	66,503	$1.1M	<0.01%	+22.3%
60	MILLENNIUM MANAGEMENT#60 · 62,006 sh	62,006	$1.1M	<0.01%	-44.7%
61	Quantbot Technologies#61 · 58,397 sh	58,397	$1.0M	0.04%	+1677.1%
62	Swiss National Bank#62 · 55,400 sh	55,400	$956.2K	<0.01%	0.0%
63	SUSQUEHANNA INTERNATIONAL GROUP, LLP#63 · 54,586 sh	54,586	$942.2K	<0.01%	+64.2%
64	Campbell & Investment Adviser#64 · 54,488 sh	54,488	$940.5K	0.05%	+315.2%
65	Rafferty Asset Management#65 · 52,936 sh	52,936	$913.7K	<0.01%	+29.6%
66	Daiwa Securities Group#66 · 49,864 sh	49,864	$860.7K	<0.01%	-14.8%
67	AMERICAN CENTURY COMPANIES#67 · 47,340 sh	47,340	$817.1K	<0.01%	-7.3%
68	ALLSTATE#68 · 43,592 sh	43,592	$752.4K	<0.01%	+58.6%
69	RAYMOND JAMES FINANCIAL#69 · 42,759 sh	42,759	$738.0K	<0.01%	+0.5%
70	VARCOV#70 · 42,323 sh	42,323	$730.5K	0.28%	New
71	Engineers Gate Manager#71 · 38,659 sh	38,659	$667.3K	<0.01%	New
72	M&T BANK#72 · 38,283 sh	38,283	$660.8K	<0.01%	+69.0%
73	Schonfeld Strategic Advisors#73 · 37,389 sh	37,389	$645.3K	<0.01%	New
74	Russell Investments Group, Ltd.#74 · 34,958 sh	34,958	$603.4K	<0.01%	+631.6%
75	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#75 · 33,108 sh	33,108	$571.4K	<0.01%	-11.5%
76	FMR#76 · 30,259 sh	30,259	$522.3K	0.00%	+320.2%
77	PRUDENTIAL FINANCIAL#77 · 29,675 sh	29,675	$512.2K	<0.01%	0.0%
78	ALGERT GLOBAL#78 · 26,620 sh	26,620	$459.5K	<0.01%	New
79	Handelsbanken Fonder AB#79 · 26,600 sh	26,600	$459.0K	<0.01%	+87.3%
80	STIFEL FINANCIAL#80 · 25,684 sh	25,684	$443.3K	<0.01%	-33.5%
81	MERCER GLOBAL ADVISORS#81 · 25,316 sh	25,316	$437.0K	<0.01%	New
82	ALLIANCEBERNSTEIN L.P.#82 · 30,280 sh	30,280	$421.5K	<0.01%	+118.2%
83	Aquatic Capital Management#83 · 24,113 sh	24,113	$416.2K	0.01%	New
84	Quent Capital#84 · 23,836 sh	23,836	$411.4K	0.03%	0.0%
85	PRICE T ROWE ASSOCIATES#85 · 23,625 sh	23,625	$408.0K	0.00%	+16.2%
86	Integrated Wealth Concepts#86 · 23,201 sh	23,201	$400.4K	<0.01%	+1.8%
87	CAXTON ASSOCIATES LLP#87 · 21,956 sh	21,956	$379.0K	<0.01%	-18.5%
88	TWO SIGMA INVESTMENTS#88 · 20,201 sh	20,201	$348.7K	<0.01%	New
89	Vanguard Personalized Indexing Management#89 · 20,044 sh	20,044	$346.0K	<0.01%	New
90	THRIVENT FINANCIAL FOR LUTHERANS#90 · 18,205 sh	18,205	$314.0K	<0.01%	-5.0%
91	SCHRODER INVESTMENT MANAGEMENT GROUP#91 · 17,376 sh	17,376	$302.3K	<0.01%	New
92	Penserra Capital Management#92 · 17,260 sh	17,260	$297.0K	<0.01%	+26.2%
93	MetLife Investment Management#93 · 17,182 sh	17,182	$296.6K	<0.01%	0.0%
94	Illinois Municipal Retirement Fund#94 · 17,137 sh	17,137	$295.8K	<0.01%	-3.5%
95	VANGUARD ASSET MANAGEMENT, Ltd#95 · 16,564 sh	16,564	$285.9K	<0.01%	0.0%
96	EVERGREEN CAPITAL MANAGEMENT#96 · 15,906 sh	15,906	$274.5K	—	New
97	Callan Family Office#97 · 14,439 sh	14,439	$249.2K	<0.01%	-30.1%
98	DARK FOREST CAPITAL MANAGEMENT#98 · 13,903 sh	13,903	$240.0K	0.02%	-48.6%
99	MIRAE ASSET GLOBAL ETFS Ltd.#99 · 13,075 sh	13,075	$225.7K	<0.01%	-7.8%
100	SG Americas Securities#100 · 12,907 sh	12,907	$223.0K	<0.01%	-2.5%

Funds that sold out of DFH in Q2 2026 (30)

Held DFH at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held DFH in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Holocene Advisors110,000 sh	110,000	$1.5M
XTX Topco Ltd104,064 sh	104,064	$1.4M
De Lisle Partners LLP94,496 sh	94,496	$1.3M
STATE OF WISCONSIN INVESTMENT BOARD66,719 sh	66,719	$928.7K
VOLORIDGE INVESTMENT MANAGEMENT53,726 sh	53,726	$747.9K
AMG National Bank42,690 sh	42,690	$594.2K
Susquehanna Portfolio Strategies40,223 sh	40,223	$559.9K
Brevan Howard Capital Management38,185 sh	38,185	$531.5K
DRW Securities25,084 sh	25,084	$349.2K
VICTORY CAPITAL MANAGEMENT21,999 sh	21,999	$306.2K
GSA CAPITAL PARTNERS LLP20,707 sh	20,707	$288.0K
Quadrature Capital Ltd19,322 sh	19,322	$269.0K
LEUCADIA NATIONAL16,234 sh	16,234	$226.0K
Verition Fund Management15,820 sh	15,820	$220.2K
ExodusPoint Capital Management14,958 sh	14,958	$208.2K
Trexquant Investment12,948 sh	12,948	$180.2K
LPL Financial11,868 sh	11,868	$165.2K
Neuberger Berman Group11,620 sh	11,620	$161.8K
Cornerstone Wealth Group10,307 sh	10,307	$160.0K
Janney Montgomery Scott10,792 sh	10,792	$150.0K
WILEY BROS.-AINTREE CAPITAL10,432 sh	10,432	$145.2K
QUADRANT CAPITAL GROUP7,660 sh	7,660	$102.3K
Advisory Services Network929 sh	929	$12.9K
TOTH FINANCIAL ADVISORY800 sh	800	$11.1K
Kohmann Bosshard Financial Services441 sh	441	$6.1K
MAI Capital Management32 sh	32	$446.00
Bell Investment Advisors32 sh	32	$446.00
Cedar Mountain Advisors24 sh	24	$334.00
Root Financial Partners21 sh	21	$292.00
ZIONS BANCORPORATION, NATIONAL ASSOCIATION15 sh	15	$209.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.