DHIL is no longer listed. Its last trade on record was Apr 24, 2026. The price and figures on this page are from its last trading day and final filings, and are no longer updated.
Ranked by reported Q2 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 | Trinity Financial Advisors LLC | 4K | $612K | 0.0% | 0.129% | 0.16% |
| 2 | IFP Advisors, Inc | 66 | $12K | -1.5% | 0.002% | 0.00% |
| 3 | RAFFA WEALTH MANAGEMENT, LLC | 5 | $776 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DHIL — a direct measure of their conviction.
Filings activity in DHIL during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 3 | 98% | 0.13% | 75.81 pp | $1M | 100% |
| Q1 2026 | 159 | +6.7% | 75.94% | +5.27 pp | $334M | +5.3% |
| Q4 2025 | 149 | +14% | 70.67% | +0.45 pp | $317M | +19% |
| Q3 2025 | 131 | +1.6% | 70.22% | +3.71 pp | $266M | +2.4% |
| Q2 2025 | 129 | 3.0% | 66.51% | +1.90 pp | $260M | +3.2% |
| Q1 2025 | 133 | 2.2% | 64.61% | 135.38 pp | $251M | 88% |
| Q4 2024 | 136 | +5.4% | 199.99% | +135.02 pp | $2.04B | +622% |
| Q3 2024 | 129 | — | 64.97% | — | $282M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DHIL stock.
Based on Q2 2026 13F filings, institutional ownership of Diamond Hill Investment Group, Inc. stands at 0.1%, held across 3 reporting institutions.
Trinity Financial Advisors LLC is the largest reported institutional holder of DHIL, with approximately 3,500 shares worth $0.00B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of DHIL.
Our composite Smart Money Score for DHIL is 0 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
0 institutions opened new positions in DHIL during Q2 2026, while 152 fully exited. 2 added to existing positions and 0 trimmed.
DHIL institutional ownership fell by 75.81 percentage points quarter-over-quarter, with a net change of -156 holders.
The top 10 institutions account for 100.0% of all reported 13F value in DHIL, and the top 25 account for 100.0%.
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