DFH
Dream Finders Homes, Inc. · Consumer Cyclical · Residential Construction
Données momentum (gérants comparables) :
étendue des détenteurs -1.4% ·
flux d'actions +1.0% ·
nouvelles positions nettes -1.4%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 4.50M | -1.0% | $76.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 2 | Kayne Anderson Rudnick Investment… | 4.42M | — | $75.66M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 3 | The Vanguard Group ✦ (passif) | 3.09M | +0.2% | $52.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Janus Henderson Group Plc | 1.78M | — | $30.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | State Street Global Advisors ✦ (passif) | 1.55M | +0.4% | $26.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 1.21M | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Geode Capital Management ✦ (passif) | 693.87K | -1.4% | $11.87M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 460.84K | +73.8% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Invesco Ltd. | 447.88K | — | $7.66M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 10 | Millennium Management ✦ | 382.17K | +200.1% | $6.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 375.40K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 267.99K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | Morgan Stanley ✦ | 258.53K | +19.4% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 14 | Charles Schwab Investment… | 249.93K | — | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 189.93K | -49.1% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Sei Investments Co | 189.70K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | UBS Group AG | 187.76K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Bank of New York Mellon Corp | 162.51K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 19 | Ameriprise Financial Inc | 146.34K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Principal Financial Group Inc | 137.04K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 128.87K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Balyasny Asset Management L.P. | 120.77K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 96.42K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 24 | New York State Common Retirement… | 81.20K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | First Manhattan Co. Llc. | 80.22K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 78.89K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Squarepoint Ops LLC | 78.25K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rhumbline Advisers | 78.14K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Nuveen, LLC | 77.03K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Barclays Plc | 76.16K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Daiwa Securities Group Inc. | 70.72K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Legal & General Group Plc | 67.80K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Swiss National Bank | 55.40K | — | $947,340 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 53.69K | — | $918,065 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Quantinno Capital Management LP | 53.65K | — | $917,432 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | American Century Companies Inc | 50.81K | — | $868,783 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 48.99K | +5.1% | $837,763 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 38 | JPMorgan Chase ✦ | 40.06K | +40.7% | $685,077 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 39 | Raymond James Financial Inc | 40.00K | — | $683,931 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Stifel Financial Corp | 37.97K | — | $649,358 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 36.86K | — | $630,255 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | UBS AM, a distinct business unit of… | 36.81K | — | $629,451 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | AQR Capital Management ✦ | 32.30K | +11.8% | $552,245 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 44 | Jane Street Group, Llc | 30.68K | — | $524,542 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Hrt Financial Lp | 28.66K | — | $490,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Prudential Financial Inc | 26.91K | — | $460,076 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | California State Teachers… | 26.78K | — | $457,955 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 26.62K | — | $454,737 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Victory Capital Management Inc | 20.97K | — | $358,519 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 19.10K | — | $326,678 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Alliancebernstein L.P. | 18.38K | — | $314,298 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 17.89K | +8.5% | $306,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 16.50K | — | $282,116 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 14.98K | — | $256,107 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Bnp Paribas Financial Markets | 14.78K | — | $252,721 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Capstone Investment Advisors, Llc | 13.76K | — | $235,262 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.69K | — | $234,048 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 12.82K | — | $219,273 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | LPL Financial LLC | 12.33K | — | $210,783 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Zurcher Kantonalbank (Zurich… | 9.85K | — | $168,401 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Osaic Holdings, Inc. | 6.67K | — | $114,103 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Russell Investments Group, Ltd. | 4.87K | — | $83,311 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Royal Bank Of Canada | 2.27K | — | $40,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 64 | Fidelity (FMR) ✦ | 1.93K | -32.1% | $32,915 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 65 | Simplex Trading, Llc | 1.58K | — | $26,983 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Jones Financial Companies Lllp | 1.13K | — | $19,289 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cwm, Llc | 837 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Fifth Third Bancorp | 482 | — | $8,242 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Northwestern Mutual Wealth… | 382 | — | $6,532 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 154 | — | $2,633 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Optiver Holding B.V. | 102 | — | $1,744 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Citadel Advisors | $1.43M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 192 détenteurs, 28.76M actions, $394.65M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Director · 10.00K act. @ 12.07 · $120,700
Director · 1.50K act. @ 13.47 · $20,205
Director · 1.00K act. @ 14.72 · $14,720
Director · 250 act. @ 14.75 · $3,688
Director · 250 act. @ 14.81 · $3,702
Director · 12.00K act. @ 14.80 · $177,600
Director · 8.00K act. @ 13.83 · $110,640
Director · 70.00K act. @ 13.95 · $976,500
Ventes sur le marché libre (S)
Aucune vente d'initié sur le marché libre dans notre fenêtre de couverture.
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie