Institutional Ownership Diamond Hill Investment Group Inc (DHIL)
This table provides information about the institutional ownership of Diamond Hill Investment Group Inc (DHIL). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 1.85 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18
shares
|
$2,581
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
18
shares
|
$2,581
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
17
shares
|
$2,438
0.0% of portfolio
|
Q2 2024
Added 112.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
16
shares
|
$2,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
13
shares
|
$1,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10
shares
|
$1,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9
shares
|
$1,290
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
8
shares
|
$1,147
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
8
shares
|
$1,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
3
shares
|
$430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3
shares
|
$430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
3
shares
|
$430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
3
shares
|
$430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2
shares
|
$286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1
shares
|
$143
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|