Security record · archived quarter
DFH
Dream Finders Homes, Inc. · Consumer Cyclical · Residential Construction
71Tracked holders
-1Δ holders
22.58MShares held
$386.10MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.4% ·
share flow +1.0% ·
net new positions -1.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | +1 | 21.54M | $371.79M | +6 | −5 |
| Q1 2026 | 74 | +3 | 22.45M | $312.61M | +7 | −4 |
| Q4 2025 | 71 | -1 | 22.58M | $386.10M | — | −1 |
| Q3 2025 | 14 | 0 | 11.04M | $286.13M | +1 | −1 |
| Q2 2025 | 11 | +1 | 10.30M | $258.88M | +1 | — |
| Q1 2025 | 7 | -1 | 2.42M | $54.64M | — | −1 |
| Q4 2024 | 8 | +1 | 2.73M | $63.49M | +1 | — |
| Q3 2024 | 6 | -2 | 1.27M | $45.96M | — | −2 |
| Q2 2024 | 8 | — | 1.20M | $31.05M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Kayne Anderson Rudnick Investment… | 4.42M | — | $75.66M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Kayne Anderson Rudnick Investment… | 4.42M | — | $75.66M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passive) | 3.09M | +0.2% | $52.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 3.09M | +0.2% | $52.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 3.09M | +0.2% | $52.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 3.09M | +0.2% | $52.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 3.09M | +0.2% | $52.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Janus Henderson Group Plc | 1.78M | — | $30.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Janus Henderson Group Plc | 1.78M | — | $30.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Janus Henderson Group Plc | 1.78M | — | $30.51M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passive) | 1.55M | +0.4% | $26.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.21M | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 1.21M | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.21M | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 1.21M | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 693.87K | -1.4% | $11.87M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 693.87K | -1.4% | $11.87M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 460.84K | +73.8% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 460.84K | +73.8% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 447.88K | — | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Invesco Ltd. | 447.88K | — | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Invesco Ltd. | 447.88K | — | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Invesco Ltd. | 447.88K | — | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Invesco Ltd. | 447.88K | — | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Invesco Ltd. | 447.88K | — | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Millennium Management ✦ | 382.17K | +200.1% | $6.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 375.40K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 375.40K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 375.40K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 267.99K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northern Trust Corp | 267.99K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 267.99K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 267.99K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Northern Trust Corp | 267.99K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Northern Trust Corp | 267.99K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 258.53K | +19.4% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 258.53K | +19.4% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 258.53K | +19.4% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 258.53K | +19.4% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 258.53K | +19.4% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 258.53K | +19.4% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 258.53K | +19.4% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Charles Schwab Investment… | 249.93K | — | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Marshall Wace ✦ | 189.93K | -49.1% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Marshall Wace ✦ | 189.93K | -49.1% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Marshall Wace ✦ | 189.93K | -49.1% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Sei Investments Co | 189.70K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Sei Investments Co | 189.70K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | UBS Group AG | 187.76K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | UBS Group AG | 187.76K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | UBS Group AG | 187.76K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 162.51K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 162.51K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 162.51K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 162.51K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 162.51K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 162.51K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 162.51K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Ameriprise Financial Inc | 146.34K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Ameriprise Financial Inc | 146.34K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Principal Financial Group Inc | 137.04K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Principal Financial Group Inc | 137.04K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 128.87K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Balyasny Asset Management L.P. | 120.77K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Balyasny Asset Management L.P. | 120.77K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Bank Of America Corp /De/ | 96.42K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Bank Of America Corp /De/ | 96.42K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bank Of America Corp /De/ | 96.42K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank Of America Corp /De/ | 96.42K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 96.42K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of America Corp /De/ | 96.42K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | New York State Common Retirement… | 81.20K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | First Manhattan Co. Llc. | 80.22K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Envestnet Asset Management Inc | 78.89K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Squarepoint Ops LLC | 78.25K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Rhumbline Advisers | 78.14K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Nuveen, LLC | 77.03K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Nuveen, LLC | 77.03K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Barclays Plc | 76.16K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Barclays Plc | 76.16K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Daiwa Securities Group Inc. | 70.72K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Legal & General Group Plc | 67.80K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Legal & General Group Plc | 67.80K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Legal & General Group Plc | 67.80K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Swiss National Bank | 55.40K | — | $947,340 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 53.69K | — | $918,065 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Deutsche Bank Ag\ | 53.69K | — | $918,065 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Deutsche Bank Ag\ | 53.69K | — | $918,065 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Quantinno Capital Management LP | 53.65K | — | $917,432 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.43M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 192 holders, 28.76M shares, $394.65M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Aug 24
Sturm Len
Director · 250 sh @ 14.75 · $3,688
Aug 21
Sturm Len
Director · 250 sh @ 14.81 · $3,702
Aug 13
BECKWITT RICHARD
Director · 12.00K sh @ 14.80 · $177,600
Aug 12
BECKWITT RICHARD
Director · 8.00K sh @ 13.83 · $110,640
Aug 11
BECKWITT RICHARD
Director · 70.00K sh @ 13.95 · $976,500
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 13
SC 13G/A — KAYNE ANDERSON RUDNICK INVESTMENT…
Aug 13
SC 13G/A — Lovett William Radford II
Aug 07
SC 13G — STATE STREET CORP
Aug 05
SC 13G/A — COOKE & BIELER LP
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API