Who owns Dream Finders Homes, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Kayne Anderson Rudnick Investment Management, LLC: 9.1% · 3,072,095 shares — Virtus Investment Advisers, LLC: 3.9% · 1,329,312 shares — Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund: 3.7% · 1,234,962 shares
Lovett William Radford II: 9.7% · 3,213,232 shares
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Dream Finders Homes, Inc. they hold. Together these 273 managers report 41.69% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $83.1M | 4,811,957 | 0.00% | 5.27% | June 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $53M | 3,072,095 | 0.16% | 3.36% | June 30, 2026 |
271 more institutional holders behind a free account
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Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 217 funds hold 16.23% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | $28.8M | 0.03% | 1.83% | June 30, 2026 |
| Virtus KAR Small-Cap Growth Fund | $21.3M | 3.45% | 1.35% | June 30, 2026 |
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