Diamond Hill Investment Group Ownership | Who Owns Diamond Hill Investment Group?

Diamond Hill Investment Group Ownership Summary

Diamond Hill Investment Group is owned by 67.39% institutional investors, 8.68% insiders, and 23.93% retail investors. Blackrock is the largest institutional shareholder, holding 9.06% of DHIL shares. Royce Small-Cap Special Equity Invmt is the top mutual fund, with 5.02% of its assets in Diamond Hill Investment Group shares.

DHIL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Diamond Hill Investment Group	67.39%	8.68%	23.93%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	255.32K	9.06%	$35.94M
Blackrock funding, inc. /de	242.35K	8.91%	$35.22M
Royce & associates lp	176.70K	6.50%	$25.68M
Vanguard group	165.55K	6.04%	$25.68M
Renaissance	95.15K	3.47%	$14.76M
State street	82.10K	3.00%	$12.73M
Dimensional fund advisors lp	79.64K	2.91%	$12.35M
Geode capital management	74.47K	2.72%	$11.55M
American century companies	59.93K	2.20%	$8.71M
Wells fargo & company/mn	53.89K	1.97%	$8.36M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Evergreen wealth management	10.63K	0.87%	$1.54M
Bcgm wealth management	19.68K	0.81%	$2.86M
Dean investment associates	24.64K	0.54%	$3.82M
Dean capital management	7.74K	0.46%	$1.12M
Jbf capital	15.39K	0.36%	$2.24M
Punch & associates investment management	31.68K	0.28%	$4.60M
Royce & associates lp	176.70K	0.26%	$25.68M
Martin capital advisors, llp	1.89K	0.18%	$274.78K
Annis gardner whiting capital advisors	3.50K	0.18%	$508.58K
Abundance wealth counselors	5.08K	0.14%	$738.00K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	48.74K	0.00%	19.96K
American century companies	59.93K	0.00%	8.63K
Blackrock	255.32K	0.00%	8.31K
Y-intercept (hong kong)	8.06K	0.03%	8.06K
Jpmorgan chase	18.73K	0.00%	7.47K

Top Sellers

Holder	Shares	% Assets	Change
Davenport	-	-	-91.99K
Proficio capital partners	-	-	-24.04K
Ci private wealth	-	-	-20.84K
Gsa capital partners llp	-	-	-13.34K
Wells fargo & company/mn	53.89K	0.00%	-13.01K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	7.41K	0.00%	7.41K	$1.08M
Norges bank	3.80K	0.00%	3.80K	$534.85K
Ieq capital	2.93K	0.00%	2.93K	$426.08K
Virtu financial	2.82K	0.03%	2.82K	$397.00K
State of tennessee, treasury department	2.65K	0.00%	2.65K	$385.65K

Sold Out

Holder	Change
Steward partners investment advisory	-1.00
Ifp advisors	-1.00
Srs capital advisors	-2.00
Svb wealth	-3.00
Covestor	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	129	-3.73%	1,832,965	1.34%	67	1.56%	71	7.58%	45	-19.64%
Mar 31, 2025	2	-98.54%	50,987	-97.23%	1	0.04%	2	-97.22%	-	-100.00%
Dec 31, 2024	136	5.43%	1,838,276	2.02%	67	1.55%	70	1.45%	44	4.76%
Sep 30, 2024	129	0.78%	1,801,817	1.58%	65	1.60%	69	-11.54%	42	20.00%
Jun 30, 2024	127	-2.31%	1,773,812	-3.30%	62	1.56%	77	28.33%	35	-28.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Royce Small-Cap Special Equity Invmt	137.06K	5.02%	-
Vanguard Total Stock Mkt Idx Inv	85.75K	3.15%	-1.90K
Vanguard US Total Market Shares ETF	87.65K	3.14%	-
iShares Russell 2000 ETF	69.87K	2.56%	-1.36K
Avantis US Small Cap Value ETF	48.71K	1.79%	80.00
ALPS O'Shares US Sm-Cp Qul Div ETF	33.48K	1.23%	-
Vanguard Institutional Extnd Mkt Idx Tr	30.21K	1.11%	-13.29K
Fidelity Small Cap Index	26.68K	0.98%	331.00
iShares Russell 2000 Growth ETF	22.89K	0.84%	-
DFA US Small Cap I	20.83K	0.76%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 05, 2025	Meyer Paula R	-	Sell	$49.63K
Jun 13, 2025	Quinif Jo Ann	President of DHCM	Buy	$396.03K
Jun 13, 2025	Quinif Jo Ann	President of DHCM	Sell	$396.00K
May 06, 2025	Cooley Richard Scott	-	Buy	$37.28K
May 02, 2025	Cooley Richard Scott	-	Buy	$16.00K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	5	1
2025 Q1	5	-
2024 Q4	1	5
2024 Q3	-	2
2024 Q2	4	4

DHIL Ownership FAQ

Who Owns Diamond Hill Investment Group?

Diamond Hill Investment Group shareholders are primarily institutional investors at 67.39%, followed by 8.68% insiders and 23.93% retail investors. The average institutional ownership in Diamond Hill Investment Group's industry, Asset Management Stocks, is 50.65%, which Diamond Hill Investment Group exceeds.

Who owns the most shares of Diamond Hill Investment Group?

Diamond Hill Investment Group’s largest shareholders are Blackrock (255.32K shares, 9.06%), Blackrock funding, inc. /de (242.35K shares, 8.91%), and Royce & associates lp (176.7K shares, 6.50%). Together, they hold 24.47% of Diamond Hill Investment Group’s total shares outstanding.

Does Blackrock own Diamond Hill Investment Group?

Yes, BlackRock owns 9.06% of Diamond Hill Investment Group, totaling 255.32K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 35.94M$. In the last quarter, BlackRock increased its holdings by 8.31K shares, a 3.37% change.

Who is Diamond Hill Investment Group’s biggest shareholder by percentage of total assets invested?

Evergreen wealth management is Diamond Hill Investment Group’s biggest shareholder by percentage of total assets invested, with 0.87% of its assets in 10.63K Diamond Hill Investment Group shares, valued at 1.54M$.

Who is the top mutual fund holder of Diamond Hill Investment Group shares?

Royce Small-Cap Special Equity Invmt is the top mutual fund holder of Diamond Hill Investment Group shares, with 5.02% of its total shares outstanding invested in 137.06K Diamond Hill Investment Group shares.

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