DHIL at a glance
DIAMOND HILL INVESTMENT GROUP INC (DHIL, SEC CIK 909108) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on October 30, 2025, an 8-K current report on April 22, 2026 and Form 4 insider filings as recently as April 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), DIAMOND HILL INVESTMENT GROUP INC (DHIL) reported revenue of $147.1 million (down 2.6% from FY2024) and net income of $48.8 million. Diluted EPS was $17.91.
- As of March 31, 2026, 25 institutional investment managers tracked by SignalX reported holding DIAMOND HILL INVESTMENT GROUP INC (DHIL) shares worth $148.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $147.1M
- −2.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $148.2M · +2 vs prior quarter
- Latest 8-K
- Apr 22, 2026
- Item 1.02 · Item 3.01 · Item 3.03 · Item 5.01 · Item 5.02 · Item 8.01 · Item 5.03
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Sep 30, 2025
Risk Factors
- Newly added trade-policy risk triggered by new U.S. tariffs and retaliatory measures
- Most material update: intensified U.S.–China tariff actions increased market volatility and potential fund AUM pressure
- Regulatory risk: tariff disputes may produce prolonged trade-policy uncertainty and industry-wide investment outflows
- Operational risk: investor risk aversion could increase redemptions and shift assets to other classes
- Financial risk: sustained declines in U.S. asset prices would directly reduce DHCM fee revenue and earnings
AI summary of the DHIL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.02: Termination of a Material Definitive Agreement
- Merger closing eliminated all obligations under the March 19, 2019 credit agreement
- Termination released outstanding credit commitments, security interests, and other liens
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Nasdaq trading suspension and delisting effective before market open April 22, 2026
- Merger consummation triggered removal of all Company Common Shares from Nasdaq
Item 3.03: Material Modification to Rights of Security Holders
- Merger effective time eliminated existing Company Common Shareholder rights
- Former shareholders retained only the right to receive merger consideration
Item 5.01: Changes in Control of Registrant
- Merger completed, resulting in a change of control at Diamond Hill Investment Group
- Company now wholly owned by Purchaser, eliminating public-company shareholder ownership
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Merger completion replaced DHIL’s entire board with Merger Sub directors
- Eight incumbent directors voluntarily resigned, including Heather E. Brilliant and Richard S. Cooley
Item 8.01: Other Events
- Amended articles and bylaws dated April 22, 2026, indicating formal governance updates
- Merger agreement with First Eagle Investment Management and Soar Christopher Holdings remains incorporated by reference
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Merger completion announced by Purchaser and Diamond Hill on April 22, 2026
- Event is substantive despite Item 5.03 labeling, but provided text contains no charter or bylaw amendment details
Item EX-99.1: Item EX-99.1
- Acquisition completed April 22, 2026, with shareholders receiving $175.00 cash per share
- Diamond Hill shares ceased trading and were delisted from Nasdaq, ending public-market ownership
Item 7.01: Regulation FD Disclosure
- No substantive Regulation FD disclosure provided in the excerpt
- Investor impact cannot be assessed without the referenced disclosure content
Item 8.01: Other Events
- Assets under management totaled $25.911 billion as of March 31, 2026
- Proprietary funds represented $16.668 billion, the largest investment vehicle category
AI summaries of DHIL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DHIL
Don't miss the next DHIL filing
- Alerts as it files. A push when DHIL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DHIL, by share count.
- Ask anything. An AI agent that reads every DHIL filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hawley Austin | D | Apr 22, 2026 | 77,469 | $175.00 |
| Line Thomas Edward | D | Apr 22, 2026 | 13,444 | $175.00 |
| Line Thomas Edward | D | Apr 22, 2026 | 1,294 | $175.00 |
| Cooley Richard Scott | D | Apr 22, 2026 | 13,829 | $175.00 |
| Meyer Paula R | D | Apr 22, 2026 | 3,763 | $175.00 |
| BRILLIANT HEATHER E | D | Apr 22, 2026 | 66,680 | $175.00 |
| BRILLIANT HEATHER E | D | Apr 22, 2026 | 473 | $175.00 |
| Quinif Jo Ann | D | Apr 22, 2026 | 45,111 | $175.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $151.1M | $147.1M |
| Operating Income | - | $43.9M | $36.7M |
| Net Income | $42.2M | $43.2M | $48.8M |
| Op. Margin | - | 29.0% | 25.0% |
| Net Margin | - | 28.6% | 33.1% |
| Balance Sheet | |||
| Total Assets | $232.1M | $245.1M | $260.4M |
| Equity | - | $162.3M | $176.4M |
| ROE | - | 26.6% | 27.6% |
| Per Share | |||
| EPS | $14.32 | $15.66 | $17.91 |
| Cash Flow | |||
| Operating CF | - | $16.6M | -$6.6M |
| CapEx | $22K | $1.4M | $2.4M |
Source: XBRL data in DIAMOND HILL INVESTMENT GROUP INC (DHIL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate DHIL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 25 | $148.2M |
| Q4 2025 | 23 | $147.8M |
| Q3 2025 | 24 | $139.4M |
| Q2 2025 | 24 | $136.1M |
| Q1 2025 | 22 | $100.3M |
| Q4 2024 | 17 | $95.7M |
| Q3 2024 | 15 | $74.5M |
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- Vanguard Group Inc−149.1K
- Ameriprise Financial−7.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 150 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DHIL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Apr 22, 2026 | - | - | - |
| 4 | Apr 22, 2026 | - | - | - |
| 4 | Apr 22, 2026 | - | - | - |
| 4 | Apr 22, 2026 | - | - | - |
| SC 13G | Apr 22, 2026 | - | - | |
| 4 | Apr 22, 2026 | - | - | - |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 4 | Apr 22, 2026 | - | - | - |
| 4 | Apr 22, 2026 | - | - | - |
| 4 | Apr 22, 2026 | - | - | - |
| 4 | Apr 22, 2026 | - | - | - |
| 8-K | Apr 17, 2026 | - | Analysis | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 8-K | Apr 2, 2026 | - | Analysis | - |
| 4 | Mar 10, 2026 | - | - | - |
| 8-K | Mar 4, 2026 | - | Analysis | - |
| 8-K | Mar 3, 2026 | - | Analysis | - |
| 10-K | Feb 26, 2026 | Dec 31, 2025 | - | |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 8-K | Feb 25, 2026 | - | Analysis | - |
| 8-K | Feb 24, 2026 | - | Analysis | - |
| 8-K | Feb 17, 2026 | - | - |
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DHIL SEC filings: frequently asked questions
Which institutions hold DHIL stock?
As of March 31, 2026, the largest DIAMOND HILL INVESTMENT GROUP INC (DHIL) holders among the 13F filers tracked by SignalX were BlackRock ($42.3 million), Vanguard Capital Management LLC ($19.7 million), Renaissance Technologies LLC ($16.7 million), Morgan Stanley ($10.3 million), State Street Corp ($9.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DHIL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DIAMOND HILL INVESTMENT GROUP INC (DHIL) reported revenue of $147.1 million (down 2.6% from FY2024) and net income of $48.8 million. Diluted EPS was $17.91. The figures come from the XBRL data in the 10-K.
What did DHIL report in its latest 8-K?
DIAMOND HILL INVESTMENT GROUP INC (DHIL) filed an 8-K on April 22, 2026 reporting Item 1.02 (Termination of a Material Definitive Agreement), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 3.03 (Material Modification to Rights of Security Holders), Item 5.01 (Changes in Control of Registrant), Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 8.01 (Other Events) and Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Merger closing eliminated all obligations under the March 19, 2019 credit agreement.
What are the latest DHIL SEC filings?
DIAMOND HILL INVESTMENT GROUP INC (DHIL) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on October 30, 2025, an 8-K current report on April 22, 2026 and a Form 4 insider filing on April 22, 2026.
What is DHIL's SEC CIK number?
DIAMOND HILL INVESTMENT GROUP INC (DHIL)'s SEC Central Index Key (CIK) is 909108. EDGAR lists every DHIL filing under that number.
Ask anything about DHIL
The research agent reads DHIL's filings, financials, insider trades and 13F holders, then answers with sources.