Fiche du titre · trimestre archivé
DFH
Dream Finders Homes, Inc. · Consumer Cyclical · Residential Construction
74Détenteurs suivis
+3Δ détenteurs
22.45MActions détenues
$312.61MValeur déclarée
+7Nouvelles positions
−4Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +4.2% ·
flux d'actions +8.3% ·
nouvelles positions nettes +4.1%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
Évolution de la détention dans le temps
| 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 | — | — |
Qui le détient · Q1 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 4.67M | +3.8% | $65.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 2 | Kayne Anderson Rudnick Investment… | 4.27M | -3.5% | $59.42M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Janus Henderson Group Plc | 1.88M | +5.2% | $26.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (passif) | 1.69M | +9.3% | $23.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.45M | +19.3% | $20.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Vanguard Capital Management Llc | 1.24M | — | $17.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passif) | 718.59K | +3.6% | $10.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Marshall Wace ✦ | 499.59K | +163.0% | $6.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 9 | Invesco Ltd. | 497.73K | +11.1% | $6.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Charles Schwab Investment… | 415.01K | +66.0% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 346.87K | +34.2% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 12 | Ameriprise Financial Inc | 340.87K | +132.9% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 329.68K | -12.2% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 311.74K | -32.4% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Northern Trust Corp | 274.86K | +2.6% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Hrt Financial Lp | 246.37K | +759.5% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 218.64K | +16.4% | $3.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Sei Investments Co | 164.38K | -13.3% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 151.98K | -6.5% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 20 | Rockefeller Capital Management L.P. | 146.45K | +13.6% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Bank Of America Corp /De/ | 146.12K | +51.5% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Principal Financial Group Inc | 139.94K | +2.1% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Jane Street Group, Llc | 131.56K | +328.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bnp Paribas Financial Markets | 120.83K | +717.6% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Millennium Management ✦ | 112.13K | -70.7% | $1.56M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 26 | Holocene Advisors, LP | 110.00K | Nouveau | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 27 | Balyasny Asset Management L.P. | 109.47K | -9.4% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | New York State Common Retirement… | 101.20K | +24.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Squarepoint Ops LLC | 93.27K | +19.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 87.12K | +62.3% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Envestnet Asset Management Inc | 85.95K | +8.9% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rhumbline Advisers | 80.40K | +2.9% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Nuveen, LLC | 77.52K | +0.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Citadel Advisors ✦ | 77.13K | Nouveau | $1.07M | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | State Of Wisconsin Investment Board | 66.72K | Nouveau | $928,728 | 0.0% | New | 1 | SEC ↗ |
| 36 | Legal & General Group Plc | 66.61K | -1.7% | $927,239 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Creative Planning | 64.33K | Nouveau | $895,543 | 0.0% | New | 1 | SEC ↗ |
| 38 | Point72 Asset Management ✦ | 60.53K | Nouveau | $842,564 | 0.0% | New | 1 | SEC ↗ |
| 39 | Daiwa Securities Group Inc. | 58.52K | -17.2% | $814,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Swiss National Bank | 55.40K | 0.0% | $771,168 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Citigroup Inc | 54.37K | +47.5% | $756,802 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Tudor Investment Corp Et Al | 52.10K | Nouveau | $725,260 | 0.0% | New | 1 | SEC ↗ |
| 43 | American Century Companies Inc | 51.07K | +0.5% | $710,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 50.18K | +55.4% | $698,492 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 45 | Quantinno Capital Management LP | 49.07K | -8.5% | $683,054 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Barclays Plc | 46.05K | -39.5% | $640,961 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Raymond James Financial Inc | 42.54K | +6.4% | $592,157 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Stifel Financial Corp | 38.60K | +1.6% | $537,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 37.42K | +1.7% | $520,900 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | D. E. Shaw & Co. ✦ | 36.76K | -25.0% | $511,644 | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 51 | National Bank Of Canada /Fi/ | 34.39K | +29.2% | $479,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 33.24K | +101.5% | $462,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Prudential Financial Inc | 29.68K | +10.3% | $413,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | California State Teachers… | 26.56K | -0.8% | $369,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Victory Capital Management Inc | 22.00K | +4.9% | $306,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | T. Rowe Price ✦ | 20.34K | +13.7% | $284,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 13.88K | -24.5% | $237,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 14.18K | +3.6% | $197,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 12.64K | -68.4% | $170,414 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 60 | Us Bancorp \De\ | 12.23K | -36.0% | $170,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | LPL Financial LLC | 11.87K | -3.7% | $165,196 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 11.62K | -22.4% | $161,751 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Zurcher Kantonalbank (Zurich… | 9.85K | 0.0% | $137,084 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Fifth Third Bancorp | 9.53K | +1878.0% | $132,714 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 7.20K | +274.1% | $100,232 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 66 | Osaic Holdings, Inc. | 5.88K | -11.9% | $81,802 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Russell Investments Group, Ltd. | 4.78K | -1.9% | $66,509 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Simplex Trading, Llc | 2.26K | +43.4% | $31,487 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Cwm, Llc | 2.22K | +165.5% | $30,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 1.37K | +790.9% | $19,098 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 71 | Jones Financial Companies Lllp | 1.24K | +9.6% | $16,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Royal Bank Of Canada | 869 | -61.7% | $12,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Optiver Holding B.V. | 110 | +7.8% | $1,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Group One Trading Llc | 100 | Nouveau | $1,392 | 0.0% | New | 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
| Holocene Advisors, LP | $1.53M | 0.0% |
| Citadel Advisors | $1.07M | 0.0% |
| State Of Wisconsin Investment… | $928,728 | 0.0% |
| Creative Planning | $895,543 | 0.0% |
| Point72 Asset Management | $842,564 | 0.0% |
| Tudor Investment Corp Et Al | $725,260 | 0.0% |
| Group One Trading Llc | $1,392 | 0.0% |
Sorti(e)
| First Manhattan Co. Llc. | $1.37M | était 0.0% |
| Capstone Investment Advisors… | $235,262 | était 0.0% |
| Qube Research & Technologies… | $219,273 | était 0.0% |
| Northwestern Mutual Wealth… | $6,532 | 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.
Fréquemment codétenus
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)
Sep 10
BECKWITT RICHARD
Director · 10.00K act. @ 12.07 · $120,700
Sep 03
Sturm Len
Director · 1.50K act. @ 13.47 · $20,205
Aug 26
Sturm Len
Director · 1.00K act. @ 14.72 · $14,720
Aug 24
Sturm Len
Director · 250 act. @ 14.75 · $3,688
Aug 21
Sturm Len
Director · 250 act. @ 14.81 · $3,702
Aug 13
BECKWITT RICHARD
Director · 12.00K act. @ 14.80 · $177,600
Aug 12
BECKWITT RICHARD
Director · 8.00K act. @ 13.83 · $110,640
Aug 11
BECKWITT RICHARD
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
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: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q1 2026 ·
Méthodologie ·
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