Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DHIL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 246K | $42.3M | +9.9% | 9.087% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 114K | $19.7M | β | 4.222% | 0.00% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 97K | $16.7M | -5.1% | 3.588% | 0.03% |
| 4 | ROYCE & ASSOCIATES LP | 86K | $14.7M | -33.7% | 3.164% | 0.15% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 77K | $13.2M | +1.4% | 2.829% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 73K | $12.6M | -0.1% | 2.706% | 0.01% |
| 7 | Concurrent Investment Advisors, LLC | 68K | $11.6M | 0.0% | 2.500% | 0.14% |
| 8 | MORGAN STANLEY | 60K | $10.3M | +369.3% | 2.212% | 0.00% |
| 9 | ALLIANCEBERNSTEIN L.P. | 61K | $10.3M | +1698.0% | 2.242% | 0.00% |
| 10 | STATE STREET CORP | 54K | $9.2M | -9.1% | 1.986% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 51K | $8.8M | -32.5% | 1.892% | 0.00% |
| 12 | Alberta Investment Management Corp | 50K | $8.6M | β | 1.849% | 0.05% |
| 13 | TWO SIGMA INVESTMENTS, LP | 48K | $8.2M | +21.1% | 1.760% | 0.01% |
| 14 | Qube Research & Technologies Ltd | 46K | $8.0M | +3.7% | 1.718% | 0.01% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 43K | $7.4M | -28.8% | 1.595% | 0.00% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 38K | $6.5M | -5.4% | 1.397% | 0.00% |
| 17 | Creative Planning | 35K | $6.0M | +128.9% | 1.278% | 0.00% |
| 18 | BCGM Wealth Management, LLC | 34K | $5.8M | -0.5% | 1.242% | 1.45% |
| 19 | CIBRA Capital Ltd | 33K | $5.6M | +408.2% | 1.208% | 2.71% |
| 20 | Yakira Capital Management, Inc. | 32K | $5.5M | +234.7% | 1.182% | 1.61% |
| 21 | GABELLI FUNDS LLC | 32K | $5.4M | -38.1% | 1.171% | 0.04% |
| 22 | MILLENNIUM MANAGEMENT LLC | 29K | $5.0M | +21.2% | 1.066% | 0.00% |
| 23 | ACR Alpine Capital Research, LLC | 24K | $4.1M | β | 0.878% | 0.06% |
| 24 | NORTHERN TRUST CORP | 23K | $4.0M | +3.4% | 0.852% | 0.00% |
| 25 | OMERS ADMINISTRATION Corp | 22K | $3.8M | +40.4% | 0.810% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in DHIL β a direct measure of their conviction.
Filings activity in DHIL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new DHIL position in Q1 2026
Institutions that fully closed their DHIL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 156 | +4.7% | 69.80% | +2.79 pp | $330M | +4.2% |
| Q4 2025 | 149 | +14% | 67.01% | +10.88 pp | $317M | +19% |
| Q3 2025 | 131 | +1.6% | 56.13% | +1.29 pp | $266M | +2.4% |
| Q2 2025 | 129 | 3.0% | 54.84% | +1.71 pp | $260M | +3.2% |
| Q1 2025 | 133 | 2.2% | 53.13% | 146.86 pp | $251M | 88% |
| Q4 2024 | 136 | +5.4% | 199.99% | +140.31 pp | $2.04B | +622% |
| Q3 2024 | 129 | +0.0% | 59.68% | +9.61 pp | $282M | +19% |
| Q2 2024 | 129 | β | 50.07% | β | $237M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DHIL stock.
Based on Q1 2026 13F filings, institutional ownership of Diamond Hill Investment Group, Inc. stands at 69.8%, held across 156 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of DHIL, with approximately 245,782 shares worth $0.04B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of DHIL, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for DHIL is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in DHIL during Q1 2026, while 24 fully exited. 76 added to existing positions and 47 trimmed.
DHIL institutional ownership rose by 2.79 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 48.6% of all reported 13F value in DHIL, and the top 25 account for 76.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Diamond Hill Investment Group, Inc. (DHIL) Institutional Ownership