DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

DIAMOND HILL FUNDS

5 institutions still hold DIAMOND HILL FUNDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25264S320·5 13F holders·last filed Mar 31, 2026
Market cap
5.1%
vs prior quarter
13F value held
$67M
57.0% inst. owned
of float
Holders
5
-38 QoQ
filers reporting
Activity
+18 / −19
+719 added · −817 reduced
this quarter
Concentration
56.91%
Allegheny Financial Group #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported DIAMOND HILL FUNDS in Q1 2026. Allegheny Financial Group leads at 56.9% of the visible book. -38 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Allegheny Financial Group
CIK 0001844148
$38M3.0M5.16%Q1 2026
02
DIAMOND HILL CAPITAL MANAGEMENT INC
CIK 0001217541
$15M1.2M0.09%Q1 2026
03
Curated Wealth Partners LLC
CIK 0001781284
$13M996K1.61%Q1 2026
04
Fairman Group, LLC
CIK 0002016719
$1M93K1.02%Q1 2026
05
Mariner, LLC
CIK 0001373442
$149,59412K0.00%Q1 2026