DFH — DREAM FINDERS HOMES INC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- JPMorgan Chase & Co 267.38K sh · $4.65M
- Two Sigma Investments 20.20K sh · $348.67K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 203.50K sh · $2.83M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details