Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DFH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.7M | $65.1M | +3.8% | 5.019% | 0.00% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.3M | $59.4M | -3.5% | 4.584% | 0.17% |
| 3 | COOKE & BIELER LP | 2.8M | $38.7M | +11.7% | 2.985% | 0.44% |
| 4 | STATE STREET CORP | 1.7M | $23.5M | +9.3% | 1.815% | 0.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $20.4M | — | 1.577% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $20.2M | +19.3% | 1.557% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $17.3M | — | 1.335% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 719K | $10.0M | +3.6% | 0.772% | 0.00% |
| 9 | Elgethun Capital Management | 505K | $7.0M | +2.1% | 0.543% | 1.16% |
| 10 | MARSHALL WACE, LLP | 500K | $7.0M | +163.0% | 0.537% | 0.01% |
| 11 | Invesco Ltd. | 498K | $6.9M | +11.1% | 0.535% | 0.00% |
| 12 | Arcus Capital Partners, LLC | 475K | $6.6M | — | 0.511% | 1.19% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 415K | $5.8M | +66.0% | 0.446% | 0.00% |
| 14 | MORGAN STANLEY | 347K | $4.8M | +34.2% | 0.372% | 0.00% |
| 15 | Mount Yale Investment Advisors, LLC | 345K | $4.8M | — | 0.370% | 0.11% |
| 16 | Vestmark Advisory Solutions, Inc. | 345K | $4.8M | — | 0.370% | 0.05% |
| 17 | AMERIPRISE FINANCIAL INC | 341K | $4.7M | +132.9% | 0.366% | 0.00% |
| 18 | DENALI ADVISORS LLC | 338K | $4.7M | +30.1% | 0.363% | 0.52% |
| 19 | WELLS FARGO & COMPANY/MN | 330K | $4.6M | -12.2% | 0.354% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 312K | $4.3M | -32.4% | 0.335% | 0.00% |
| 21 | NORTHERN TRUST CORP | 275K | $3.8M | +2.6% | 0.295% | 0.00% |
| 22 | UBS Group AG | 219K | $3.0M | +16.4% | 0.235% | 0.00% |
| 23 | JANUS HENDERSON GROUP PLC | 203K | $2.8M | -88.6% | 0.219% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 200K | $2.8M | — | 0.215% | 0.00% |
| 25 | Bretton Capital Management, LLC | 171K | $2.4M | 0.0% | 0.183% | 2.17% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DFH — a direct measure of their conviction.
Filings activity in DFH during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 191 | +1.6% | 28.16% | 6.40 pp | $395M | 19% |
| Q4 2025 | 188 | 3.1% | 34.56% | 21.54 pp | $485M | 38% |
| Q3 2025 | 194 | 2.5% | 56.10% | +0.81 pp | $787M | +1.5% |
| Q2 2025 | 199 | +0.5% | 55.29% | +6.34 pp | $776M | +13% |
| Q1 2025 | 198 | +4.8% | 48.95% | 5.76 pp | $687M | 11% |
| Q4 2024 | 189 | 0.5% | 54.71% | 10.26 pp | $768M | 16% |
| Q3 2024 | 190 | +3.3% | 64.97% | +22.92 pp | $912M | +54% |
| Q2 2024 | 184 | — | 42.05% | — | $590M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DFH stock.
Based on Q1 2026 13F filings, institutional ownership of Dream Finders Homes, Inc. stands at 28.2%, held across 191 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of DFH, with approximately 4,673,429 shares worth $0.07B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of DFH.
Our composite Smart Money Score for DFH is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
47 institutions opened new positions in DFH during Q1 2026, while 44 fully exited. 43 added to existing positions and 99 trimmed.
DFH institutional ownership fell by 6.40 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 68.0% of all reported 13F value in DFH, and the top 25 account for 84.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Dream Finders Homes, Inc. (DFH) Institutional Ownership