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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 67.13% institutional investors, 4.06% insiders, and 28.81% 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 5.12% of its assets in Diamond Hill Investment Group shares.

DHIL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockDiamond Hill Investment Group67.13%4.06%28.81%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de254.60K9.30%$39.49M
Blackrock255.32K9.06%$35.94M
Royce & associates lp166.69K6.09%$25.85M
Vanguard group165.55K6.04%$25.68M
Renaissance95.15K3.47%$14.76M
State street82.10K3.00%$12.73M
Dimensional fund advisors lp79.64K2.91%$12.35M
Geode capital management74.47K2.72%$11.55M
Punch & associates investment management68.94K2.52%$10.69M
Wells fargo & company/mn53.89K1.97%$8.36M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Evergreen wealth management27.18K2.49%$4.22M
Dean capital management16.61K1.10%$2.58M
Bcgm wealth management19.53K0.96%$3.03M
Punch & associates investment management68.94K0.58%$10.69M
Dean investment associates24.64K0.54%$3.82M
Jbf capital15.39K0.41%$2.39M
Royce & associates lp166.69K0.24%$25.85M
Legato capital management10.44K0.21%$1.62M
Martin capital advisors, llp1.98K0.20%$307.25K
Abundance wealth counselors4.58K0.15%$710.00K

Top Buyers

HolderShares% AssetsChange
Proficio capital partners24.04K0.00%24.04K
American century companies41.53K0.00%9.26K
Blackrock255.32K0.00%8.31K
Millennium management28.78K0.00%7.57K
Jpmorgan chase18.73K0.00%7.47K

Top Sellers

HolderShares% AssetsChange
Davenport---91.99K
Ci private wealth---20.84K
Assenagon asset management2.46K0.00%-14.10K
Gsa capital partners llp---13.34K
Wells fargo & company/mn53.89K0.00%-13.01K

New Positions

HolderShares% AssetsChangeValue
Proficio capital partners24.04K0.00%24.04K$24.04K
Norges bank3.80K0.00%3.80K$534.85K
Virtu financial2.82K0.03%2.82K$397.00K
Voleon capital management lp2.17K0.03%2.17K$337.34K
Numerai gp1.77K0.08%1.77K$274.37K

Sold Out

HolderChange
Steward partners investment advisory-1.00
Covestor-5.00
Eversource wealth advisors-7.00
Harbour investments-22.00
Capital performance advisors llp-29.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 2024127-2.31%1,773,812-3.30%621.56%7728.33%35-28.57%
Mar 31, 20241303.17%1,834,433-3.67%631.51%60-4.76%4922.50%
Dec 31, 20231267.69%1,904,404-0.72%641.55%638.62%4017.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Royce Small-Cap Special Equity Invmt139.50K5.12%-
Vanguard Total Stock Mkt Idx Inv87.65K3.14%-
Vanguard US Total Market Shares ETF87.65K3.14%-
iShares Russell 2000 ETF75.91K2.72%-660.00
Vanguard Institutional Extnd Mkt Idx Tr41.07K1.47%112.00
Avantis US Small Cap Value ETF40.16K1.44%80.00
ALPS O'Shares US Sm-Cp Qul Div ETF31.92K1.15%76.00
Fidelity Small Cap Index26.22K0.94%-491.00
iShares Russell 2000 Growth ETF22.69K0.81%-108.00
DFA US Small Cap I21.54K0.77%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 31, 2025Cooley Richard Scott-Buy$14.25K
Mar 21, 2025Cooley Richard Scott-Buy$7.17K
Mar 12, 2025Cooley Richard Scott-Buy$72.00K
Mar 05, 2025Cooley Richard Scott-Buy$73.00K
Feb 28, 2025Cooley Richard Scott-Buy$39.17K

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q15-
2024 Q415
2024 Q3-2
2024 Q244

DHIL Ownership FAQ

Who Owns Diamond Hill Investment Group?

Diamond Hill Investment Group shareholders are primarily institutional investors at 67.12%, followed by 4.06% insiders and 28.82% retail investors. The average institutional ownership in Diamond Hill Investment Group's industry, Asset Management Stocks, is 33.12%, 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 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 5.12% of its total shares outstanding invested in 139.5K Diamond Hill Investment Group shares.

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