7 institutions reported holding $81.6M of DIAMOND HILL FUNDS (DHLX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Allegheny Financial Group ($55.8M), DIAMOND HILL CAPITAL MANAGEMENT INC ($15.1M), Curated Wealth Partners LLC ($9.4M), Fairman Group, LLC ($1.2M), CITADEL ADVISORS LLC ($152,213). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Allegheny Financial Group | $55.8M | 4.3M | Added |
| 2 | DIAMOND HILL CAPITAL MANAGEMENT INC | $15.1M | 1.2M | Hold |
| 3 | Curated Wealth Partners LLC | $9.4M | 726,221 | Trimmed |
| 4 | Fairman Group, LLC | $1.2M | 89,990 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $152,213 | 11,763 | New |
| 6 | Royal Bank of Canada | $40,000 | 3,084 | New |
| 7 | Mariner, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30