DFH

Dream Finders Homes Inc - A$16.52 2.29%
IndustrialsUSCUSIP 26154D100· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
152
+8 QoQ
13F Value (tracked)
$385.5M
Insider Net · 180d
-$8.8M
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)32 adding · 11 trimming
Insider net (180d)-$8.8M

Price & smart-money activity

$16.52 2.29%5Y -21.3%
$5.95$16.10$26.24$36.38$46.532021202220232024202520267951251758141261510151332011432123820155352833322931323210392039274035263733246401174
Hover for who · click for detailEnd-of-day closing prices52w $12.57 – $30.99

Top institutional holders

152 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$65.1M
4.7M
+3.8%
Added · +173K sh
Q1 2026
2KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$59.4M
4.3M
−3.5%
Reduced · −156K sh
Q1 2026
3COOKE & BIELER LP
$38.7M
2.8M
+12%
Added · +292K sh
Q1 2026
4JANUS HENDERSON GROUP PLC
$26.1M
1.9M
+5.2%
Added · +93K sh
Q1 2026
5STATE STREET CORP
$23.5M
1.7M
+9.3%
Added · +144K sh
Q1 2026
6VANGUARD PORTFOLIO MANAGEMENT LLC
$20.4M
1.5M
New
+1.5M sh
Q1 2026
7DIMENSIONAL FUND ADVISORS LP
$20.2M
1.4M
+19%
Added · +235K sh
Q1 2026
8VANGUARD CAPITAL MANAGEMENT LLC
$17.3M
1.2M
New
+1.2M sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$10.0M
719K
+3.6%
Added · +25K sh
Q1 2026
10MARSHALL WACE, LLP
$7.0M
500K
+163%
Added · +310K sh
Q1 2026
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$5.8M
415K
+66%
Added · +165K sh
Q1 2026
12MORGAN STANLEY
$4.8M
347K
+34%
Added · +88K sh
Q1 2026
13Vestmark Advisory Solutions, Inc.
$4.8M
345K
New
+345K sh
Q1 2026
14ELEVATION POINT WEALTH PARTNERS, LLC
$4.8M
345K
New
+345K sh
Q1 2026
15AMERIPRISE FINANCIAL INC
$4.7M
341K
+133%
Added · +195K sh
Q1 2026
16WELLS FARGO & COMPANY/MN
$4.6M
330K
−12%
Reduced · −46K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$4.3M
312K
−32%
Reduced · −149K sh
Q1 2026
18NORTHERN TRUST CORP
$3.8M
275K
+2.6%
Added · +7K sh
Q1 2026
19UBS Group AG
$3.0M
219K
+16%
Added · +31K sh
Q1 2026
20VANGUARD FIDUCIARY TRUST CO
$2.8M
200K
New
+200K sh
Q1 2026
21SEI INVESTMENTS CO
$2.3M
164K
−13%
Reduced · −25K sh
Q1 2026
22Bank of New York Mellon Corp
$2.1M
152K
−6.5%
Reduced · −11K sh
Q1 2026
23Rockefeller Capital Management L.P.
$2.0M
146K
+14%
Added · +18K sh
Q1 2026
24BANK OF AMERICA CORP /DE/
$2.0M
146K
+52%
Added · +50K sh
Q1 2026
25PRINCIPAL FINANCIAL GROUP INC
$1.9M
140K
+2.1%
Added · +3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
15
funds
Added
17
funds
Reduced
11
funds
Exited
0
funds

Funds that own DFH also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT61 funds$24.8B
ELI LILLY & COLLY60 funds$6.3B
VISA INC-CLASS A SHARESV60 funds$5.6B
COSTCO WHOLESALE CORPCOST60 funds$4.3B
AMAZON.COM INCAMZN59 funds$21.4B
ALPHABET INC-CL AGOOGL59 funds$15.6B
BROADCOM INCAVGO59 funds$14.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B59 funds$5.4B
RTX CORPRTX59 funds$2.7B
SCHWAB (CHARLES) CORPSCHW59 funds$1.6B
AUTOMATIC DATA PROCESSINGADP59 funds$1.5B
HONEYWELL INTERNATIONAL INCHON59 funds$1.3B

Ranked by how many of DFH's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$8.8M
1 insiders
Net
-$8.8M
11 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 24, 2026Lovett William Radford II10% OwnerSell (S)2K$39K
Jun 24, 2026Lovett William Radford II10% OwnerSell (S)54K$904K
Jun 22, 2026Lovett William Radford II10% OwnerSell (S)22K$329K
Jun 18, 2026Lovett William Radford II10% OwnerSell (S)85K$1.3M
Jun 17, 2026Lovett William Radford II10% OwnerSell (S)46K$693K
Jun 16, 2026Lovett William Radford II10% OwnerSell (S)50K$753K
Jun 15, 2026Lovett William Radford II10% OwnerSell (S)53K$808K
Jun 12, 2026Lovett William Radford II10% OwnerSell (S)76K$1.2M
Jun 11, 2026Lovett William Radford II10% OwnerSell (S)61K$886K
May 20, 2026Lovett William Radford II10% OwnerSell (S)32K$414K
May 19, 2026Lovett William Radford II10% OwnerSell (S)118K$1.5M
Jan 22, 2026Lovett William Radford II10% OwnerSell (S)30K$592K

Institutional ownership over time

148 funds+22 since Q3 2024
074148Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $385.3M

Recent filings

15 shown

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Ask your agent what changed in DFH

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DFH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DFH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.