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DFH — DREAM FINDERS HOMES INC

Reported value held$249.91M
Funds holding (latest)36
SectorConsumer Discretionary
Funds holding (Q2 2026)29
Institutional value$193.31M · 11.22M sh
New / Add / Cut / Exit2 / 20 / 6 / 1
Top-5 / Top-10 concentration64.4% / 80.4%
Institutional holdings change Accumulating +14.7% (+1.44M sh)
Institutional value change Up +42.3%

As of Q2 2026, 29 SEC-registered investment managers reported holding DFH (DREAM FINDERS HOMES INC) in their latest 13F filings, with a combined reported value of $193.31M across 11.22M shares. That is +14.7% by share count (+1.44M shares) versus the previous quarter, while reported value moved +42.3%. Ownership is concentrated: the five largest holders account for 64.4% of reported value and the top ten for 80.4%.

Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

DFH is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 4.81M $83.05M 0.00% Add
Vanguard Group history Q4 2025 3.09M $52.90M 0.00% Hold
Geode Capital Management history Q2 2026 729.02K $12.59M 0.00% Add
Morgan Stanley history Q2 2026 642.73K $11.09M 0.00% Add
Invesco Ltd history Q2 2026 545.75K $9.42M 0.00% Add
Charles Schwab Investment Management history Q2 2026 481.92K $8.32M 0.00% Add
Point72 Asset Management history Q2 2026 457.33K $7.89M 0.01% Add
UBS Group AG history Q2 2026 377.59K $6.52M 0.00% Add
Goldman Sachs Group history Q2 2026 344.65K $5.95M 0.00% Add
Wells Fargo & Co history Q2 2026 317.82K $5.49M 0.00% Reduce
Bank of America Corp history Q2 2026 295.23K $5.10M 0.00% Add
Northern Trust Corp history Q2 2026 292.37K $5.05M 0.00% Add
AQR Capital Management history Q2 2026 282.89K $4.88M 0.00% Add
JPMorgan Chase & Co history Q2 2026 267.38K $4.65M 0.00% New
Marshall Wace history Q2 2026 251.03K $4.33M 0.00% Reduce
Citadel Advisors history Q2 2026 178.29K $3.08M 0.00% Add
BNY Mellon history Q2 2026 164.15K $2.83M 0.00% Add
Janus Henderson Group history Q1 2026 203.50K $2.83M 0.00% Reduce
Principal Global Investors history Q2 2026 134.00K $2.31M 0.00% Reduce
PSP Investments history Q2 2026 95.20K $1.64M 0.00% Reduce

View all 36 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 2.30M 4.53M 4.41M 4.50M 4.55M 4.50M 4.67M 4.81M
Geode Capital Management 119.01K 179.09K 185.74K 340.76K 371.81K 381.63K 407.30K 445.74K 474.57K 498.84K 516.92K 583.21K 622.34K 624.32K 638.90K 685.43K 703.99K 693.87K 718.59K 729.02K
Morgan Stanley 33.55K 101.33K 52.64K 64.97K 52.01K 32.21K 38.05K 55.13K 49.53K 143.05K 208.22K 200.58K 321.64K 468.57K 438.67K 233.51K 216.54K 258.53K 346.87K 642.73K
Invesco Ltd — — — 228.49K 12.17K 36.73K 41.26K 462.18K 312.88K 185.01K 171.11K 46.77K 163.48K 507.90K 523.56K 313.96K 298.65K 447.88K 497.73K 545.75K
Charles Schwab Investment Management 87.85K 89.52K 91.69K 134.94K 149.42K 152.18K 155.68K 166.26K 178.07K 194.97K 202.39K 216.21K 226.65K 237.52K 265.91K 289.09K 292.86K 249.93K 415.01K 481.92K
Point72 Asset Management — — — — — — — — 2.80K — — — — — — — — — 60.53K 457.33K
UBS Group AG 104 1.58K 1.17K 2.50K 1.54K 1.29K 5.69K 17.25K 12.80K 30.03K 46.39K 17.40K 39.42K 170.36K 87.48K 164.35K 69.13K 187.76K 218.64K 377.59K
Goldman Sachs Group 28.51K 41.48K 85.29K 53.33K 130.29K 163.60K 75.68K 43.23K 65.16K 222.97K 133.84K 160.32K 142.38K 478.76K 519.87K 366.43K 265.10K 460.84K 311.74K 344.65K
Wells Fargo & Co 111 111 289.63K 256.89K 311.59K 284.86K 308.15K 311.21K 300.35K 294.67K 329.69K 304.39K 293.67K 442.46K 463.49K 533.34K 497.05K 375.40K 329.68K 317.82K
Bank of America Corp — 2.84K 5.47K 15.93K 57.14K 200.99K 210.60K 204.39K 235.95K 66.36K 41.37K 40.17K 671.98K 64.51K 64.36K 75.66K 162.32K 96.42K 146.12K 295.23K
Northern Trust Corp 31.42K 36.88K 35.88K 185.92K 181.19K 180.77K 181.15K 203.02K 206.98K 206.68K 201.77K 198.81K 264.21K 298.26K 268.19K 305.79K 300.36K 267.99K 274.86K 292.37K
AQR Capital Management — — — — — 44.27K 36.69K — 9.46K 11.73K 10.99K 9.79K — — — — 28.90K 32.30K 50.18K 282.89K
JPMorgan Chase & Co — 12.38K 77 58.62K 53.64K 47.26K 298 18.89K 16.57K 16.14K 44.76K 55.14K 12.95K 93.38K 39.46K 18.24K 14.24K 40.06K — 267.38K
Marshall Wace — — — 34.70K 65.90K — 105.20K 138.26K 132.12K — 32.81K 15.10K 7.14K 26.77K — 492.94K 373.22K 189.93K 499.59K 251.03K
Citadel Advisors 130.49K 134.66K 22.38K 181.29K 33.10K 133.90K 146.18K 101.45K 162.97K 208.46K 84.26K 117.49K 247.08K 89.99K 215.76K 168.90K 109.98K 48.00K 114.43K 178.29K
BNY Mellon — 53.91K 58.69K 98.20K 106.83K 133.35K 123.09K 144.54K 158.44K 187.60K 158.08K 146.35K 124.97K 210.93K 208.04K 221.70K 226.11K 162.51K 151.98K 164.15K
Principal Global Investors — — — — — — — — — — 16.11K 18.82K 17.47K 150.65K 153.97K 160.07K 139.38K 137.04K 139.94K 134.00K
PSP Investments — — — — — — — — — — — — — 69.17K 86.93K 97.74K 112.41K 99.83K 102.77K 95.20K
Deutsche Bank AG — — — 10.59K 9.20K 9.34K 13.39K 10.26K 11.85K 11.57K 11.70K 21.32K 15.89K 25.16K 24.40K 22.23K 25.06K 53.69K 87.12K 88.30K
Balyasny Asset Management — — 16.00K — — — — — — — — — — 47.05K 17.02K 23.04K 48.32K 120.77K 109.47K 82.11K

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