Diamond Hill Investment Group Ownership | Who Owns Diamond Hill Investment Group?
Diamond Hill Investment Group Ownership Summary
Diamond Hill Investment Group is owned by 55.70% institutional investors, 9.06% insiders, and 35.25% 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 4.62% of its assets in Diamond Hill Investment Group shares.
DHIL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Diamond Hill Investment Group | 55.70% | 9.06% | 35.25% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 255.32K | 9.06% | $35.94M |
| Blackrock funding, inc. /de | 223.57K | 8.23% | $37.89M |
| Vanguard group | 149.10K | 5.49% | $25.27M |
| Royce & associates lp | 129.09K | 4.75% | $21.88M |
| Renaissance | 102.25K | 3.76% | $17.33M |
| State street | 93.95K | 3.45% | $13.15M |
| Dimensional fund advisors lp | 75.80K | 2.79% | $12.85M |
| Geode capital management | 75.45K | 2.78% | $12.79M |
| American century companies | 68.59K | 2.52% | $9.60M |
| Concurrent investment advisors | 67.62K | 2.49% | $11.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cibra capital | 6.43K | 1.87% | $1.09B |
| Bcgm wealth management | 33.78K | 1.46% | $5.73M |
| Gabelli & co investment advisers | 20.10K | 0.51% | $3.41M |
| Dean capital management | 8.91K | 0.49% | $1.25M |
| Jbf capital | 15.39K | 0.38% | $2.61M |
| Royce & associates lp | 129.09K | 0.22% | $21.88M |
| Dean investment associates | 10.80K | 0.21% | $1.51M |
| Punch & associates investment management | 25.65K | 0.21% | $3.59M |
| Abundance wealth counselors | 6.69K | 0.19% | $1.13M |
| Martin capital advisors, llp | 1.89K | 0.19% | $320.52K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gabelli funds | 51.12K | 0.06% | 34.02K |
| Hotchkis & wiley capital management | 66.44K | 0.03% | 21.30K |
| State street | 93.95K | 0.00% | 20.95K |
| Gabelli & co investment advisers | 20.10K | 0.51% | 20.10K |
| Millennium management | 48.74K | 0.00% | 19.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Davenport | - | - | -91.99K |
| Proficio capital partners | - | - | -24.04K |
| Ci private wealth | - | - | -20.84K |
| Blackrock funding, inc. /de | 223.57K | 0.00% | -13.69K |
| Vanguard group | 149.10K | 0.00% | -12.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gabelli & co investment advisers | 20.10K | 0.51% | 20.10K | $3.41M |
| Groupe la francaise | 13.20K | 0.03% | 13.20K | $2.24M |
| Credit industriel et commercial | 8.80K | 0.11% | 8.80K | $1.49M |
| Cibra capital | 6.43K | 1.87% | 6.43K | $1.09B |
| Connor, clark & lunn investment management | 5.85K | 0.00% | 5.85K | $990.90K |
Sold Out
| Holder | Change |
|---|---|
| Steward partners investment advisory | -1.00 |
| Svb wealth | -3.00 |
| Tortoise investment management | -3.00 |
| Massmutual trust co fsb/adv | -6.00 |
| Ronald blue trust | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 109 | -19.85% | 1,513,816 | -21.56% | 55 | 1.11% | 50 | -34.21% | 42 | 13.51% |
| Sep 30, 2025 | 131 | - | 1,927,783 | 5.05% | 70 | 1.56% | 72 | 1.41% | 36 | -21.74% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Royce Small-Cap Special Equity Invmt | 125.00K | 4.62% | -12.00K |
| Vanguard US Total Market Shares ETF | 87.65K | 3.14% | - |
| Vanguard Total Stock Mkt Idx Inv | 82.96K | 3.07% | - |
| iShares Russell 2000 ETF | 61.13K | 2.26% | -5.59K |
| Avantis US Small Cap Value ETF | 58.05K | 2.15% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 27.84K | 1.03% | 137.00 |
| Fidelity Small Cap Index | 25.89K | 0.96% | 211.00 |
| iShares Russell 2000 Growth ETF | 22.89K | 0.84% | - |
| DFA US Small Cap I | 20.67K | 0.76% | - |
| ALPS O'Shares US Sm-Cp Qul Div ETF | 19.85K | 0.73% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 13, 2025 | Thomas L'Quentus | - | Buy | $1.79K |
| Sep 12, 2025 | Thomas L'Quentus | - | Buy | $1.80K |
| Mar 22, 2024 | Thomas L'Quentus | - | Buy | $995.96 |
| Dec 08, 2023 | Thomas L'Quentus | - | Buy | $987.05 |
| Mar 21, 2025 | Thomas L'Quentus | - | Buy | $1.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 2 |
| 2025 Q2 | 5 | 1 |
| 2025 Q1 | 5 | - |
| 2024 Q4 | 1 | 5 |
DHIL Ownership FAQ
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