8-K ·Filed Mar 4, 2026
8-K context-dependent: Items 8.01
Actionable Insight • Neutral
Monitor future AUM trends for signs of client inflows or outflows, but this single data point does not indicate performance or revenue changes.
Latest settled — T+20d
DHIL ▲ +0.30% at T+20d
NEUTRAL call +0.30% · α vs SPY +4.09% · entry $172.08 → $172.59
T+1d
+0.27%
call +0.27% · α +1.58%
$172.54
settled 8mo ago
T+5d
+0.30%
call +0.30% · α +2.54%
$172.60
settled 8mo ago
T+20d
+0.30%
call +0.30% · α +4.09%
$172.59
settled 7mo ago
T+60d
Pending
due 5mo ago
Price Chart
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Executive Summary
Diamond Hill Investment Group reported $28.072 billion in assets under management (AUM) as of February 28, 2026, with the majority ($17.754 billion) in proprietary funds. The filing is a routine AUM update with no material financial implications.
Key Facts
- Total AUM as of February 28, 2026: $28.072 billion
- Proprietary funds: $17.754 billion (63.2% of total AUM)
- Separately managed accounts: $4.880 billion
- Collective investment trusts: $1.523 billion
- Other pooled vehicles: $3.915 billion
- Largest investment strategy: Large Cap ($12.450 billion)
Financial Impact
No direct financial impact - routine AUM disclosure
assets under management
Risk Factors
- AUM figures alone don't reflect performance, fees, or profitability
- Market volatility could significantly change these figures by the next reporting period
Market Snapshot
Exchange
Nasdaq
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-091465 |
| Document: 0001193125-26-091465-index-headers.html | 0001193125-26-091465 |
| Document: 0001193125-26-091465-index.html | 0001193125-26-091465 |
| Document: 0001193125-26-091465.txt | 0001193125-26-091465 |
4 reports for DHIL
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
May 4, 2026 25w ago | 15-12G | — | awaiting T+20 | — | — |
Apr 17, 2026 27w ago | 8-K | $174.97 | awaiting T+20 | — | — |
Apr 13, 2026 28w ago | DEFA14A | $172.01 | awaiting T+20 | — | — |
Mar 4, 2026 33w ago | 8-K | $172.08 $172.59 | ▲ +0.30% | ▲ +4.09% | — |
Showing 4 of 4
US Market Status
Market Closed — Opens Tue (16h 34m)
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