Deluxe Corporation (DLX) Ownership

15.36 ↓0.10 (-0.65%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Wealthfront Advisers LLC is the biggest individual institutional holder of Deluxe Corporation (DLX), owning a total of 9.8 million shares. Combined, the top 32 institutional holders of DLX own 104.04% of the company with a total of 46.2 million shares.

In the latest ownership report on December 31st 2024, the top 32 institutional holders increased their combined ownership of DLX by 9.7 million shares. 12 institutions bought 10,466,300 total additional shares and increased their ownership by an average of 8.43%. However 8 institutions sold 774,101 total shares and decreased their ownership by an average of 9.99%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Deluxe Corporation increased by a net total of 9,692,199 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wealthfront Advisers LLC	21.952%	0.000%	9,753,243	9,753,243	2024-12-31
BlackRock Inc	16.016%	0.024%	7,115,935	1,677	2024-12-31
Vanguard Group Inc	11.840%	1.233%	5,260,552	64,060	2024-12-31
Dimensional Fund Advisors, Inc.	5.315%	8.128%	2,361,658	177,534	2024-12-31
DePrince Race & Zollo Inc	4.776%	-1.987%	2,122,127	-43,020	2024-12-31
LSV Asset Management	4.092%	-9.763%	1,818,131	-196,700	2024-12-31
State Street Corp	3.947%	3.452%	1,753,644	58,512	2024-12-31
American Century Companies Inc	3.782%	-2.232%	1,680,131	-38,360	2024-12-31
William Blair Investment Management, LLC	2.882%	2.505%	1,280,259	31,288	2024-12-31
Geode Capital Management, LLC	2.266%	-2.065%	1,006,851	-21,228	2024-12-31
Morgan Stanley - Brokerage Accounts	1.786%	-1.287%	793,714	-10,350	2024-12-31
Amvescap Plc.	1.725%	6.845%	766,490	49,104	2024-12-31
Goldman Sachs Group Inc	1.562%	9.931%	694,075	62,701	2024-12-31
Bank of New York Mellon Corp	1.434%	-18.920%	637,198	-148,686	2024-12-31
Charles Schwab Investment Management Inc	1.405%	-21.902%	624,334	-175,087	2024-12-31
Prudential Financial Inc	1.344%	24.714%	596,977	118,300	2024-12-31
Acadian Asset Management LLC	1.136%	-21.800%	504,619	-140,670	2024-12-31
Northern Trust Corp	1.133%	7.395%	503,321	34,659	2024-12-31
Bridgeway Capital Management, LLC	0.942%	2.757%	418,624	11,233	2024-12-31
Arrowstreet Capital Limited Partnership	0.918%	34.198%	408,069	103,989	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wealthfront Advisers LLC	21.952%	0.000%	9,753,243	9,753,243	2024-12-31
BlackRock Inc	16.016%	0.024%	7,115,935	1,677	2024-12-31
Vanguard Group Inc	11.840%	1.233%	5,260,552	64,060	2024-12-31
Dimensional Fund Advisors, Inc.	5.315%	8.128%	2,361,658	177,534	2024-12-31
DePrince Race & Zollo Inc	4.776%	-1.987%	2,122,127	-43,020	2024-12-31
LSV Asset Management	4.092%	-9.763%	1,818,131	-196,700	2024-12-31
State Street Corp	3.947%	3.452%	1,753,644	58,512	2024-12-31
State Street Corporation	3.821%	1.547%	1,689,427	25,735	2024-03-31
American Century Companies Inc	3.782%	-2.232%	1,680,131	-38,360	2024-12-31
William Blair Investment Management, LLC	2.882%	2.505%	1,280,259	31,288	2024-12-31
Geode Capital Management, LLC	2.266%	-2.065%	1,006,851	-21,228	2024-12-31
Morgan Stanley - Brokerage Accounts	1.786%	-1.287%	793,714	-10,350	2024-12-31
Amvescap Plc.	1.725%	6.845%	766,490	49,104	2024-12-31
Goldman Sachs Group Inc	1.562%	9.931%	694,075	62,701	2024-12-31
Bank of New York Mellon Corp	1.434%	-18.920%	637,198	-148,686	2024-12-31
Charles Schwab Investment Management Inc	1.405%	-21.902%	624,334	-175,087	2024-12-31
Prudential Financial Inc	1.344%	24.714%	596,977	118,300	2024-12-31
Victory Capital Management Inc.	1.191%	-8.426%	516,812	-47,551	2022-12-31
Acadian Asset Management LLC	1.136%	-21.800%	504,619	-140,670	2024-12-31
Northern Trust Corp	1.133%	7.395%	503,321	34,659	2024-12-31
Millennium Management LLC	1.071%	81.310%	462,075	207,221	2022-06-30
Nuveen Asset Management, LLC	1.040%	-33.655%	460,657	-233,682	2024-09-30
Citadel Advisors Llc	1.020%	-19.803%	449,206	-110,924	2023-09-30
Bridgeway Capital Management, LLC	0.942%	2.757%	418,624	11,233	2024-12-31
Arrowstreet Capital Limited Partnership	0.918%	34.198%	408,069	103,989	2024-12-31
Royal Bank of Canada	0.911%	-2.712%	403,401	-11,243	2024-09-30
NORGES BANK	0.913%	-7.363%	396,876	-31,544	2022-12-31
Empowered Funds, LLC	0.879%	134.878%	388,658	223,186	2024-03-31
Mutual Of America Capital Management LLC	0.873%	2.258%	381,201	8,419	2023-09-30
SEI Investments Co	0.751%	-4.462%	331,916	-15,501	2024-03-31
Boundary Creek Advisors LP	0.722%	-54.278%	315,629	-374,699	2023-09-30
Lazard Asset Management LLC	0.590%	1,979.640%	260,620	248,088	2024-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Deluxe Corporation (DLX), owning a total of 2.7 million shares. Combined, the top 40 mutual fund holders of DLX own 55.87% of the company with a total of 24.7 million shares.

In the latest ownership report on March 31st 2025, the top 40 fund holders increased their combined ownership of DLX by 9 thousand shares. 3 funds bought 3,010 total additional shares and increased their ownership by an average of 0.14%. However 3 funds sold 12,086 total shares and decreased their ownership by an average of 0.48%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Deluxe Corporation decreased by a net total of -9,076 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.161%	0.069%	2,737,155	1,888	2025-03-31
iShares Russell 2000 ETF	2.678%	-0.857%	1,189,709	-10,285	2025-03-31
iShares S&P Small-Cap 600 Value ETF	1.013%	-0.099%	450,169	-445	2025-03-31
iShares Russell 2000 Value ETF	0.912%	0.000%	405,022	0	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.888%	0.144%	394,608	568	2025-03-31
Invesco S&P SmallCap Value with Momt ETF	0.632%	-0.481%	280,623	-1,356	2025-03-31
SPDR® S&P 600 Small Cap Value ETF	0.620%	0.200%	277,179	554	2025-03-31
Dimensional US Targeted Value ETF	0.614%	0.000%	272,619	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.161%	0.069%	2,737,155	1,888	2025-03-31
Vanguard Total Stock Mkt Idx Inv	3.139%	0.000%	1,394,820	0	2025-02-28
Vanguard US Total Market Shares ETF	3.135%	0.000%	1,392,738	0	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.009%	0.000%	1,314,727	0	2023-03-31
American Century U.S. Small Cap Value	2.768%	-6.464%	1,230,000	-85,000	2024-12-31
American Century Small Cap Value Inv	2.768%	-6.464%	1,230,000	-85,000	2024-12-31
iShares Russell 2000 ETF	2.678%	-0.857%	1,189,709	-10,285	2025-03-31
Vanguard Small Cap Index	2.544%	0.082%	1,130,330	924	2025-02-28
SPDR S&P Global Div Aristocrats ETF	1.691%	0.000%	751,359	751,359	2025-02-28
Vanguard Small Cap Value Index Inv	1.677%	-0.273%	745,017	-2,038	2025-02-28
American Beacon Small Cp Val R5	1.615%	2.047%	717,585	14,394	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.518%	0.139%	674,414	938	2025-02-28
Vanguard Extended Market Index Investor	1.423%	-0.020%	620,638	-123	2023-08-31
Schwab Fundamental US Small Company ETF	1.345%	0.000%	592,243	0	2024-05-31
DFA US Small Cap Value I	1.324%	0.000%	588,221	0	2025-02-28
Delaware Sm-Cap Val Eq	1.172%	0.000%	505,400	0	2022-03-31
William Blair Small Cap Value I	1.052%	-3.864%	467,261	-18,778	2025-02-28
iShares S&P Small-Cap 600 Value ETF	1.013%	-0.099%	450,169	-445	2025-03-31
Fidelity Small Cap Index	0.975%	-1.838%	433,135	-8,111	2025-01-31
Fidelity® Small Cap Index	0.965%	2.939%	421,660	12,037	2023-10-31
iShares Russell 2000 Value ETF	0.912%	0.000%	405,022	0	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.888%	0.144%	394,608	568	2025-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.884%	-0.142%	389,330	-553	2024-05-30
Goldman Sachs Small Cap Value A	0.750%	-41.499%	325,354	-230,798	2022-12-31
Disciplined Growth - Mid Cap Growth	0.749%	871.533%	324,939	291,493	2022-06-30
MoA Small Cap Value Fund	0.731%	1.794%	319,162	5,626	2023-09-30
Mutual of America Small Cap Value	0.719%	2.207%	313,536	6,770	2023-06-30
Schwab Fundamental U.S. Small CompanyETF	0.702%	-0.016%	310,986	-50	2024-11-30
American Century US Small Cap Val Eq Tr	0.678%	-3.460%	298,681	-10,706	2024-03-31
Nuveen Small Cap Value SMA	0.679%	12.994%	295,223	33,950	2023-06-30
Nuveen Small Cap Value I	0.679%	0.000%	295,223	0	2023-05-31
Nuveen Small Cap Value Equity	0.676%	0.000%	295,223	0	2023-09-30
DFA US Targeted Value I	0.645%	6.418%	286,399	17,273	2025-02-28
Invesco S&P SmallCap Value with Momt ETF	0.632%	-0.481%	280,623	-1,356	2025-03-31
SPDR® S&P 600 Small Cap Value ETF	0.620%	0.200%	277,179	554	2025-03-31
Dimensional US Targeted Value ETF	0.614%	0.000%	272,619	0	2025-03-31
Vanguard Tax-Managed Small Cap Adm	0.601%	0.000%	268,745	0	2025-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.595%	0.000%	265,955	0	2025-02-28
Victory Market Neutral Income I	0.602%	-32.132%	261,472	-123,795	2022-12-31
Fidelity Extended Market Index	0.550%	-2.590%	243,307	-6,470	2024-11-30