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

Diamond Hill Investment Group Ownership Summary

Diamond Hill Investment Group is owned by 65.79% institutional investors, 4.32% insiders, and 29.88% 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 5.07% of its assets in Diamond Hill Investment Group shares.

DHIL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Diamond Hill Investment Group	65.79%	4.32%	29.88%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	255.32K	9.06%	$35.94M
Royce & associates lp	166.25K	5.90%	$23.40M
Vanguard group	161.16K	5.72%	$22.68M
Renaissance	96.85K	3.44%	$13.63M
Dimensional fund advisors lp	87.39K	3.10%	$12.30M
State street	82.58K	2.93%	$11.62M
Geode capital management	71.77K	2.55%	$10.10M
Wells fargo & company/mn	69.61K	2.47%	$9.80M
Punch & associates investment management	63.98K	2.27%	$9.01M
Hotchkis & wiley capital management	41.72K	1.48%	$5.87M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dean capital management	8.98K	1.63%	$1.26M
Evergreen wealth management	16.32K	1.52%	$2.30M
Bcgm wealth management	18.64K	0.91%	$2.62M
Jbf capital	26.39K	0.57%	$3.71M
Punch & associates investment management	63.98K	0.53%	$9.01M
Dean investment associates	24.34K	0.49%	$3.43M
Barr e s	33.72K	0.31%	$4.75M
Abundance wealth counselors	4.13K	0.27%	$581.00K
Royce & associates lp	166.25K	0.22%	$23.40M
Gerber	1.92K	0.21%	$269.54K

Top Buyers

Holder	Shares	% Assets	Change
Punch & associates investment management	63.98K	0.53%	10.65K
Millennium management	32.02K	0.00%	9.03K
Blackrock	255.32K	0.00%	8.31K
Vanguard group	161.16K	0.00%	5.30K
Morgan stanley	22.21K	0.00%	5.23K

Top Sellers

Holder	Shares	% Assets	Change
Davenport	-	-	-91.99K
Ci private wealth	-	-	-20.84K
Barr e s	33.72K	0.31%	-13.58K
Gsa capital partners llp	-	-	-13.34K
Citadel advisors	-	-	-10.01K

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
Nebula research & development	2.35K	0.05%	2.35K	$330.20K
Y-intercept (hong kong)	1.83K	0.01%	1.83K	$257.57K
Centiva capital, lp	1.72K	0.00%	1.72K	$242.65K

Sold Out

Holder	Change
Steward partners investment advisory	-1.00
Ifp advisors	-5.00
Covestor	-5.00
Eversource wealth advisors	-7.00
Metropolitan life insurance co/ny	-137.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	126	7.69%	1,904,404	-0.72%	64	1.55%	63	8.62%	40	17.65%
Sep 30, 2023	117	0.86%	1,918,179	0.94%	64	1.64%	58	-	34	-8.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Royce Small-Cap Special Equity Invmt	139.50K	5.07%	-
Vanguard Total Stock Mkt Idx Inv	87.65K	3.21%	-
iShares Russell 2000 ETF	77.84K	2.85%	-168.00
Vanguard Institutional Extnd Mkt Idx Tr	43.85K	1.60%	-192.00
Fidelity Small Cap Index	27.63K	1.00%	-636.00
Avantis US Small Cap Value ETF	26.64K	0.97%	-
ALPS O'Shares US Sm-Cp Qul Div ETF	26.44K	0.96%	76.00
Dean Small Cap Value	25.06K	0.92%	101.00
Dean Small Cap Value SA	24.52K	0.90%	-538.00
iShares Russell 2000 Growth ETF	23.62K	0.86%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 21, 2024	LAIRD JAMES F JR	-	Sell	$1.02M
Nov 14, 2024	Meyer Paula R	-	Sell	$50.70K
Nov 11, 2024	LAIRD JAMES F JR	-	Sell	$171.07K
Nov 08, 2024	St. Pierre Nicole Renee	-	Sell	$50.10K
Nov 06, 2024	LAIRD JAMES F JR	-	Sell	$842.65K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	5
2024 Q3	-	2
2024 Q2	4	4
2024 Q1	-	-
2023 Q4	1	3

DHIL Ownership FAQ

Who Owns Diamond Hill Investment Group?

Diamond Hill Investment Group shareholders are primarily institutional investors at 65.79%, followed by 4.32% insiders and 29.89% retail investors. The average institutional ownership in Diamond Hill Investment Group's industry, Asset Management Stocks, is 41.71%, 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%), Royce & associates lp (166.25K shares, 5.90%), and Vanguard group (161.16K shares, 5.72%). Together, they hold 20.69% 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?

Dean capital management is Diamond Hill Investment Group’s biggest shareholder by percentage of total assets invested, with 1.63% of its assets in 8.98K Diamond Hill Investment Group shares, valued at 1.26M$.

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 5.07% of its total shares outstanding invested in 139.5K Diamond Hill Investment Group shares.

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