SEC 13F Intelligence

BVEDIAMOND HILL INVT GROUP INC

CUSIP 25264R207 · Yahoo Finance ↗ · Google Finance ↗

Diamond Hill Invt Group Inc (BVE) has 159 institutional holders in Filings Flow’s 13F database, together reporting 2.02M shares worth $328M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
159
Q1 2026
Reported Value
$328M
Ticker
BVE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 74Q4 ’18Q1 ’19: 76Q2 ’19: 82Q2 ’19Q3 ’19: 82Q2 ’21: 94Q2 ’21Q4 ’21: 98Q4 ’22: 103Q4 ’22Q4 ’25: 149Q1 ’26: 159Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $107MQ4 ’18Q1 ’19: $181MQ2 ’19: $149MQ2 ’19Q3 ’19: $160MQ2 ’21: $505MQ2 ’21Q4 ’21: $999MQ4 ’22: $144MQ4 ’22Q4 ’25: $317MQ1 ’26: $328MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CIBRA Capital Ltd$207M AUM2.71%$6M32.7KQ1 2026OLDER
Yakira Capital Management, Inc.$342M AUM1.61%$6M32.0KQ1 2026OLDER
BCGM Wealth Management, LLC$398M AUM1.45%$6M33.6KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM1.33%$3M18.2KQ1 2026OLDER
Chicago Capital Management, LLC$121M AUM1.21%$1M11.3KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.52%$4M20.4KQ1 2026OLDER
JBF Capital, Inc.$676M AUM0.39%$3M15.4KQ1 2026OLDER
JMN Financial LLC$102M AUM0.34%$347,2982.0KQ1 2026OLDER
Dean Capital Management$241M AUM0.32%$778,4084.5KQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.21%$4M25.7KQ3 2025OLDER
Martin Capital Advisors, LLP$158M AUM0.19%$320,5251.9KQ4 2025OLDER
DGS Capital Management, LLC$609M AUM0.18%$1M6.3KQ1 2026OLDER
Trinity Financial Advisors LLC$389M AUM0.16%$612,4653.5KQ2 2026
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.16%$1M6.4KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.16%$2M11.6KQ1 2026OLDER
Abundance Wealth Counselors$697M AUM0.15%$1M6.1KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.15%$15M85.6KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.14%$942,9295.6KQ4 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.13%$12M67.6KQ1 2026OLDER
Investment Research Partners LLC$246M AUM0.12%$304,4451.8KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.10%$490,0353.5KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.08%$211,1351.5KQ3 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.08%$3M20.2KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.06%$5M30.0KQ4 2025OLDER
Camelot Portfolios, LLC$135M AUM0.06%$101,700600Q4 2025OLDER
Numerai GP LLC$997M AUM0.06%$515,4503.0KQ4 2025OLDER
ACR Alpine Capital Research, LLC$6.7B AUM0.06%$4M23.8KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.05%$9M50.0KQ1 2026OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.05%$581,3673.4KQ1 2026OLDER
WATER ISLAND CAPITAL LLC$896M AUM0.05%$434,0362.5KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.05%$985,6175.7KQ1 2026OLDER
PenderFund Capital Management Ltd.$639M AUM0.05%$293,6031.7KQ1 2026OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM0.04%$659,1433.8KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$377,4152.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$550,3763.2KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.04%$3M17.4KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$2M10.9KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.04%$5M31.7KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.03%$2M8.7KQ1 2026OLDER
Murchinson Ltd.$791M AUM0.03%$240,9401.4KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$293,9471.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$17M97.0KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$9M51.5KQ4 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.03%$46,432270Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.02%$4M21.9KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$2M11.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$948,7875.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$553,9903.2KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$3M19.4KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM0.01%$207,7251.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$437,4802.6KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M8.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$688,4004.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$8M46.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$19,036131Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$633,2654.5KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$621,8464.4KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$8M47.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$13M73.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M7.9KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$710,2574.1KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$266,0191.9KQ3 2025OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM0.01%$229,9261.3KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$324,9251.9KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$4M24.9KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$6M34.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$9,63856Q1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$7M37.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$7M43.1KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$21,501154Q3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$10M60.6KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$96,446569Q4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$415,7092.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M8.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$990,8975.8KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$25,299147Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M11.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$73,659428Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M28.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M6.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$9M51.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$971,8096.9KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M11.8KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M7.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$229,9261.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$413,0402.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$44,575259Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$512,3423.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$51,630300Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$43,025250Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$80,199466Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$228,7211.3KQ1 2026OLDER
Quarry LP$558M AUM0.00%$7,28943Q4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$127,698742Q1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$2,95821Q3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M8.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$825,7424.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$13M76.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$218,2231.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$377,1602.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M16.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$42M245.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M21.5KQ2 2026
True Wealth Design, LLC$360M AUM0.00%$2,41014Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$425,6032.5KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$154,890900Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$364,9272.6KQ3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$106,186617Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$4M20.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$29,601172Q2 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$4M23.1KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$303,5841.8KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$40,341238Q4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$20M114.2KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$152,207876Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$243,6941.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$527,6483.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$688,4004.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$376,0582.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M12.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$395,2962.3KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$25M149.1KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,3778Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$244,5541.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$9M53.7KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$578,3154.1KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$530,0683.1KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,99014Q3 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$6784Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M14.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M7.4KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$208,9291.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$987,8545.7KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$5163Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$11,53167Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$12,56373Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$831,7604.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$141,638823Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$5,18730Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$3M19.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$258,1501.5KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,1877Q4 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$11,35966Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,16330Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$862,3935.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M12.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$767,5664.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$372,5962.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$2,40914Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$65,729382Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$165,216960Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$3442Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$6894Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$8,45449Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$474,6522.8KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,3778Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$815,4094.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$245,4141.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$17,898104Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3442Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,0336Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$94,139547Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6884Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$164,528956Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$4203Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$8,95052Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3001.7KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$5163Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$26,160152Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$492,4192.8KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1721Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$204,6261.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$23,406136Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$204,6271.2KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$8406Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$349,3262.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1721Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$26,160152Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$5163Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$2,27318Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$17,000102Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$5173Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1721Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8,08947Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2,58215Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2,92717Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,09818Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.