Clients
Diamond Hill Capital Management serves 3,192 clients, 3,083 of them other investment advisers. The average client has about $9.2 million with the firm, and high-net-worth clients hold 0% of its $29.4 billion in assets.
- Investment companies21 clients74%
- Pooled investment vehicles10 clients9%
- Pension and profit-sharing plans15 clients3%
- Other investment advisers3,083 clients8%
- OtherHigh-net-worth individuals, Charitable organizations, State or municipal government entities, Insurance companies, Corporations and other businesses5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5 | $0 | 0.0% | $0 |
| High-net-worth individuals | 11 | $5,840,820 | 0.0% | $531K |
| Investment companies | 21 | $21,828,004,542 | 74.3% | $1.04B |
| Pooled investment vehicles | 10 | $2,609,966,336 | 8.9% | $261.0M |
| Pension and profit-sharing plans | 15 | $994,428,220 | 3.4% | $66.3M |
| Charitable organizations | 29 | $335,942,185 | 1.1% | $11.6M |
| State or municipal government entities | 3 | $571,181,407 | 1.9% | $190.4M |
| Other investment advisers | 3,083 | $2,372,822,484 | 8.1% | $770K |
| Insurance companies | 1 | $133,253,304 | 0.5% | $133.3M |
| Corporations and other businesses | 14 | $530,493,923 | 1.8% | $37.9M |
| Total | 3,192 | $29,381,933,221 | 100% | $9.20M |
- Clients
- 5
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 11
- Regulatory AUM
- $5,840,820
- Share
- 0.0%
- Avg. per client
- $531K
- Clients
- 21
- Regulatory AUM
- $21,828,004,542
- Share
- 74.3%
- Avg. per client
- $1.04B
- Clients
- 10
- Regulatory AUM
- $2,609,966,336
- Share
- 8.9%
- Avg. per client
- $261.0M
- Clients
- 15
- Regulatory AUM
- $994,428,220
- Share
- 3.4%
- Avg. per client
- $66.3M
- Clients
- 29
- Regulatory AUM
- $335,942,185
- Share
- 1.1%
- Avg. per client
- $11.6M
- Clients
- 3
- Regulatory AUM
- $571,181,407
- Share
- 1.9%
- Avg. per client
- $190.4M
- Clients
- 3,083
- Regulatory AUM
- $2,372,822,484
- Share
- 8.1%
- Avg. per client
- $770K
- Clients
- 1
- Regulatory AUM
- $133,253,304
- Share
- 0.5%
- Avg. per client
- $133.3M
- Clients
- 14
- Regulatory AUM
- $530,493,923
- Share
- 1.8%
- Avg. per client
- $37.9M
Total
- Clients
- 3,192
- Regulatory AUM
- $29,381,933,221
- Share
- 100%
- Avg. per client
- $9.20M
What it does
Diamond Hill Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Diamond Hill Capital Management advises 1 private funds.
100.0% of assets ($29.38B across 3,192 accounts) are managed with discretion. $2.00B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 12 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks87%
- Bonds9%
- Investment grade corporate bonds5%
- U.S. government and agency bonds4%
- Cash4%
Custodians
Diamond Hill Capital Management’s client accounts are held mainly at Goldman Sachs &, with 4% of managed assets, and State Street, with 3%. Diamond Hill Capital Management has custody of $31.0M for 1 clients.
- Goldman Sachs &Goldman Sachs & Co. LLC · New York, NY · $1.28B4%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $909.2M3%
- Northern Trust SecuritiesNorthern Trust Securities, Inc. · Chicago, IL · $862.7M3%
- State StreetState Street Corporation · Boston, MA · $930.8M3%
- All other custodians$25.40B86%
Ownership and leadership
Diamond Hill Investment Group, LLC owns 75% or more of Diamond Hill Capital Management, and Mehdi Mahmud is its CEO.
- Owns 75% or more of Diamond Hill Capital Management, LLC
Diamond Hill Investment Group, LLC
Control person · since January 1993
- Owns 75% or more of Diamond Hill Investment Group, LLC
First Eagle Investment Management, LLC
Control person · since April 2026
- Owns 75% or more of First Eagle Investment Management, LLC
First Eagle Holdings, Inc.
Control person · since March 1987
- Owns 75% or more of First Eagle Holdings, Inc.
GC Ferry Intermediate, Inc.
Control person · since February 2025
- Owns 75% or more of GC Ferry Intermediate, Inc.
GC Ferry Holdings, Inc.
Control person · since February 2025
- Owns 75% or more of GC Ferry Holdings, Inc.
GC Ferry Parent LP
Control person · since February 2025
GC Ferry Parent GP, LLC
General partner · Control person · since February 2025
Genstar Capital Partners XI, L.P.
Sole member · Control person · since February 2025
Genstar Capital XI, L.P.
General partner · Control person · since June 2022
Genstar Capital Partners LLC
Investment adviser · Control person · since April 2015
- Owns 25% to 50% of Genstar Capital Partners LLC
CG Family Trust
Control person · since September 2015
J. Ryan Clark
Trustee · Control person · since September 2015
Genstar XI GP LLC
General partner · Control person · since June 2022
Leadership
- Mehdi MahmudChief Executive Officer
- Michael ConstantinoGroup Chief Financial Officer
- Heather BrilliantHead of Diamond Hill & Chief Operating Officer
- Alyssa BentzChief Compliance Officer
- David O'ConnorHead of Legal and Compliance & Chief Legal Officer
Staff
- 120 employees
- 42 in advisory functions
- 4 state-registered reps
- 32 broker-dealer reps
Reported holdings
Diamond Hill Capital Management’s reported 13F holdings total $12.49B across 186 positions, and the ten largest make up 27.9% of it.
- $12.49B
- Reported 13F value
- 186
- Positions
- 27.9%
- In the 10 largest
- −21.9%
- Value vs. prior quarter
- American International Group,3.7%
- Abbott Laboratories3.6%
- Berkshire Hathaway, Inc.. (CL B3.5%
- Colgate-palmolive Co.3.0%
- Aon PLC (CL A)3.0%
- Microsoft Corp..2.5%
- Capital One Financial Corp..2.3%
- Diamondback Energy, Inc..2.2%
- Waste Management, Inc..2.1%
- Zoetis, Inc.. (CL A)2.0%
Together, the ten largest are 27.9% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $12.49B is not its $29.38B in regulatory assets and does not represent any individual client's portfolio.
Fees
Diamond Hill Capital Management is paid through a percentage of assets under management and performance-based fees.
Diamond Hill Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Diamond Hill Capital Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 325 John H. McConnell BLVD., Suite 200, ColumbusHQ
Registration details
- Legal name
- Diamond Hill Capital Management, LLC
- Headquarters
- 325 John H. McConnell BLVD., Suite 200, Columbus, OH 43215
- Phone
- 614-255-3333
- Website
- www.diamond-hill.com
- SEC file
- 801-32176
- Structure
- Ohio LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Diamond Hill Capital Management have?
Diamond Hill Capital Management has 3,192 clients and manages $29.4 billion for them, as of August 2026. They include 3,083 other investment advisers, 29 charitable organizations and 21 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 August 2026
What services does Diamond Hill Capital Management offer?
Diamond Hill Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Diamond Hill Capital Management use?
Diamond Hill Capital Management’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $1,278,304,288, State Street Corporation (Boston, MA), with $930,829,117, J.P. Morgan Securities LLC (New York, NY), with $909,183,948 and Northern Trust Securities, Inc. (Chicago, IL), with $862,668,042. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 August 2026
How many financial advisors does Diamond Hill Capital Management have?
Diamond Hill Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 120 employees, and 42 perform investment advisory functions. 32 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Diamond Hill Capital Management invest in?
At the end of its last fiscal year, Diamond Hill Capital Management’s separately managed accounts held 87% exchange-traded equities, 5% investment grade corporate bonds, 4% U.S. government and agency bonds and 4% cash and equivalents. It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Diamond Hill Capital Management?
Diamond Hill Capital Management’s direct owner is Diamond Hill Investment Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 August 2026
How does Diamond Hill Capital Management get paid?
Diamond Hill Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file