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

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Diamond Hill Investment Group Ownership Summary

Diamond Hill Investment Group is owned by 70.87% institutional investors, 9.52% insiders, and 19.61% 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

TypeName% Inst% Insiders% Retail
StockDiamond Hill Investment Group70.87%9.52%19.61%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryAsset Management Stocks33.74%8.99%57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock255.32K9.06%$35.94M
Blackrock funding, inc. /de237.26K8.72%$33.22M
Vanguard group161.82K5.95%$22.66M
Royce & associates lp141.19K5.19%$19.77M
Renaissance112.35K4.13%$15.73M
State street93.95K3.45%$13.15M
Dimensional fund advisors lp78.14K2.87%$10.94M
Geode capital management76.01K2.79%$10.64M
American century companies68.59K2.52%$9.60M
Concurrent investment advisors67.61K2.49%$9.47M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bcgm wealth management20.39K0.74%$2.86M
Dean capital management8.91K0.49%$1.25M
Jbf capital15.39K0.31%$2.15M
Dean investment associates10.80K0.21%$1.51M
Punch & associates investment management25.65K0.21%$3.59M
Royce & associates lp141.19K0.20%$19.77M
Concurrent investment advisors67.61K0.16%$9.47M
Martin capital advisors, llp1.89K0.16%$264.76K
Trinity financial advisors3.50K0.14%$490.04K
Abundance wealth counselors5.30K0.13%$741.34K

Top Buyers

HolderShares% AssetsChange
Concurrent investment advisors67.61K0.16%42.80K
Hotchkis & wiley capital management66.44K0.03%21.30K
State street93.95K0.00%20.95K
Millennium management48.74K0.00%19.96K
Two sigma investments, lp48.80K0.01%11.38K

Top Sellers

HolderShares% AssetsChange
Davenport---91.99K
Royce & associates lp141.19K0.20%-35.51K
Proficio capital partners---24.04K
Ci private wealth---20.84K
Evergreen wealth management---10.63K

New Positions

HolderShares% AssetsChangeValue
Susquehanna portfolio strategies4.00K0.01%4.00K$560.04K
Norges bank3.80K0.00%3.80K$534.85K
Virtu financial2.82K0.03%2.82K$397.00K
Polymer capital management (us)2.33K0.03%2.33K$325.94K
Mercer global advisors inc /adv1.77K0.00%1.77K$248.10K

Sold Out

HolderChange
Steward partners investment advisory-1.00
Ifp advisors-1.00
Svb wealth-3.00
Covestor-5.00
Ronald blue trust-8.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025131-1,927,7835.05%701.56%721.41%36-21.74%
Jun 30, 2025129-3.73%1,832,9651.34%671.56%717.58%45-19.64%
Mar 31, 20252-98.54%50,987-97.23%10.04%2-97.22%--100.00%
Dec 31, 20241365.43%1,838,2762.02%671.55%701.45%444.76%
Sep 30, 20241290.78%1,801,8171.58%651.60%69-11.54%4220.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Royce Small-Cap Special Equity Invmt137.06K5.02%-
Vanguard Total Stock Mkt Idx Inv85.75K3.15%-1.90K
Vanguard US Total Market Shares ETF87.65K3.14%-
iShares Russell 2000 ETF71.45K2.62%-
Avantis US Small Cap Value ETF50.95K1.87%192.00
ALPS O'Shares US Sm-Cp Qul Div ETF33.55K1.23%-
Vanguard Institutional Extnd Mkt Idx Tr30.21K1.11%-13.29K
Fidelity Small Cap Index27.66K1.01%975.00
iShares Russell 2000 Growth ETF22.89K0.84%-
DFA US Small Cap I20.83K0.76%-

Recent Insider Transactions

DateNameRoleActivityValue
Sep 23, 2025Thomas L'Quentus-Sell$35.27K
Sep 05, 2025Meyer Paula R-Sell$49.63K
Jun 13, 2025Quinif Jo Ann President of DHCMSell$396.00K
Jun 13, 2025Quinif Jo Ann President of DHCMBuy$396.03K
May 06, 2025Cooley Richard Scott-Buy$37.28K

Insider Transactions Trends

DateBuySell
2025 Q4--
2025 Q3-2
2025 Q251
2025 Q15-
2024 Q415

DHIL Ownership FAQ

Who Owns Diamond Hill Investment Group?

Diamond Hill Investment Group shareholders are primarily institutional investors at 70.87%, followed by 9.52% insiders and 19.61% retail investors. The average institutional ownership in Diamond Hill Investment Group's industry, Asset Management Stocks, is 33.74%, 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 (237.26K shares, 8.72%), and Vanguard group (161.82K shares, 5.95%). Together, they hold 23.74% 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?

Bcgm wealth management is Diamond Hill Investment Group’s biggest shareholder by percentage of total assets invested, with 0.74% of its assets in 20.39K Diamond Hill Investment Group shares, valued at 2.86M$.

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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