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

Diamond Hill Investment Group Ownership Summary

Diamond Hill Investment Group is owned by 1.86% institutional investors, 4.77% insiders, and 93.38% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.30% of DHIL shares. Royce Small-Cap Special Equity Invmt is the top mutual fund, with 4.92% of its assets in Diamond Hill Investment Group shares.

DHIL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Diamond Hill Investment Group	1.86%	4.77%	93.38%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Asset Management Stocks	31.89%	9.87%	58.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	254.60K	9.30%	$39.49M
Blackrock	255.32K	9.06%	$35.94M
Royce & associates lp	166.69K	6.09%	$25.85M
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
Punch & associates investment management	68.94K	2.52%	$10.69M
Wells fargo & company/mn	53.89K	1.97%	$8.36M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Evergreen wealth management	27.18K	2.49%	$4.22M
Dean capital management	16.61K	1.10%	$2.58M
Bcgm wealth management	19.53K	0.96%	$3.03M
Punch & associates investment management	68.94K	0.58%	$10.69M
Dean investment associates	24.64K	0.54%	$3.82M
Jbf capital	15.39K	0.41%	$2.39M
Royce & associates lp	166.69K	0.24%	$25.85M
Legato capital management	10.44K	0.21%	$1.62M
Martin capital advisors, llp	1.98K	0.20%	$307.25K
Abundance wealth counselors	4.58K	0.15%	$710.00K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	48.74K	0.00%	19.96K
American century companies	41.53K	0.00%	9.26K
Blackrock	255.32K	0.00%	8.31K
Jpmorgan chase	18.73K	0.00%	7.47K
Arrowstreet capital, limited partnership	19.97K	0.00%	6.49K

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
Norges bank	3.80K	0.00%	3.80K	$534.85K
Virtu financial	2.82K	0.03%	2.82K	$397.00K
Numerai gp	1.77K	0.08%	1.77K	$274.37K
Dgs capital management	1.55K	0.06%	1.55K	$240.09K
Ronald blue trust	8.00	-	8.00	$1.29K

Sold Out

Holder	Change
Steward partners investment advisory	-1.00
Ifp advisors	-1.00
Covestor	-5.00
True wealth design	-5.00
Eversource wealth advisors	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	130	3.17%	1,834,433	-3.67%	63	1.51%	60	-4.76%	49	22.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Royce Small-Cap Special Equity Invmt	137.06K	4.92%	-2.44K
Vanguard Total Stock Mkt Idx Inv	87.65K	3.21%	-
Vanguard US Total Market Shares ETF	87.65K	3.14%	-
iShares Russell 2000 ETF	73.22K	2.68%	36.00
Avantis US Small Cap Value ETF	43.81K	1.61%	108.00
Vanguard Institutional Extnd Mkt Idx Tr	42.82K	1.57%	130.00
ALPS O'Shares US Sm-Cp Qul Div ETF	31.69K	1.16%	-38.00
Fidelity Small Cap Index	26.22K	0.96%	-
iShares Russell 2000 Growth ETF	23.03K	0.84%	-
DFA US Small Cap I	21.54K	0.79%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 06, 2025	Cooley Richard Scott	-	Buy	$37.28K
May 02, 2025	Cooley Richard Scott	-	Buy	$16.00K
May 01, 2025	Cooley Richard Scott	-	Buy	$88.23K
Apr 30, 2025	Cooley Richard Scott	-	Buy	$124.50K
Mar 31, 2025	Cooley Richard Scott	-	Buy	$14.25K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	4	-
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 1.85%, followed by 4.77% insiders and 93.38% retail investors. The average institutional ownership in Diamond Hill Investment Group's industry, Asset Management Stocks, is 31.89%, which Diamond Hill Investment Group falls below.

Who owns the most shares of Diamond Hill Investment Group?

Diamond Hill Investment Group’s largest shareholders are Blackrock funding, inc. /de (254.6K shares, 9.30%), Blackrock (255.32K shares, 9.06%), and Royce & associates lp (166.69K shares, 6.09%). Together, they hold 24.45% 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 2.49% of its assets in 27.18K Diamond Hill Investment Group shares, valued at 4.22M$.

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 4.92% of its total shares outstanding invested in 137.06K Diamond Hill Investment Group shares.

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