Deluxe Ownership | Who Owns Deluxe?

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Deluxe Ownership Summary

Deluxe is owned by 107.38% institutional investors, 1.78% insiders. Wealthfront advisers is the largest institutional shareholder, holding 22.04% of DLX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.12% of its assets in Deluxe shares.

DLX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Deluxe	107.38%	1.78%	-9.16%
Sector	Communication Services Stocks	31.68%	14.81%	53.51%
Industry	Advertising Stocks	32.52%	12.08%	55.40%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wealthfront advisers	9.75M	22.04%	$1.25B
Blackrock	7.13M	16.23%	$160.10M
Blackrock funding, inc. /de	7.12M	16.08%	$160.75M
Vanguard group	5.26M	11.89%	$118.84M
Dimensional fund advisors lp	2.36M	5.34%	$53.35M
Deprince race & zollo	2.12M	4.80%	$47.94M
Lsv asset management	1.82M	4.11%	$41.07M
State street	1.75M	3.92%	$39.61M
American century companies	1.68M	3.80%	$37.95M
William blair investment management	1.28M	2.89%	$28.92M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wealthfront advisers	9.75M	3.79%	$1.25B
Deprince race & zollo	2.12M	0.95%	$47.94M
Round hill asset management	49.41K	0.79%	$1.12M
Mork capital management	44.60K	0.66%	$1.01M
Summerhaven investment management	35.20K	0.49%	$795.14K
Jackson creek investment advisors	68.52K	0.47%	$1.55M
Ipsen advisor group	23.60K	0.46%	$533.22K
Hudson portfolio management	19.54K	0.43%	$441.41K
Kendall capital management	50.69K	0.34%	$1.14M
City center advisors	12.98K	0.33%	$293.29K

Top Buyers

Holder	Shares	% Assets	Change
Wealthfront advisers	9.75M	3.79%	9.75M
Ubs group	316.88K	0.00%	229.66K
Dimensional fund advisors lp	2.36M	0.01%	177.53K
Norges bank	142.10K	0.00%	142.10K
Prudential financial	596.98K	0.02%	118.30K

Top Sellers

Holder	Shares	% Assets	Change
Lsv asset management	1.82M	0.09%	-196.70K
Charles schwab investment management	624.33K	0.00%	-175.09K
Allianz asset management gmbh	-	-	-161.78K
Bank of new york mellon	637.20K	0.00%	-148.69K
Russell investments group	504.62K	0.02%	-140.67K

New Positions

Holder	Shares	% Assets	Change	Value
Wealthfront advisers	9.75M	3.79%	9.75M	$1.25B
Norges bank	142.10K	0.00%	142.10K	$3.21M
Jackson creek investment advisors	68.52K	0.47%	68.52K	$1.55M
Advisors asset management	59.77K	0.02%	59.77K	$1.35M
Wedge capital management l l p/nc	45.00K	0.02%	45.00K	$1.02M

Sold Out

Holder	Change
Headlands	-1.00
True wealth design	-1.00
Mendota financial group	-6.00
Manchester capital management	-10.00
Ridgewood investments	-19.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	211	3.43%	48,000,670	27.63%	107	1.49%	106	10.42%	62	1.64%
Sep 30, 2024	202	-0.49%	37,606,657	-0.84%	84	1.15%	95	-1.04%	61	3.39%
Jun 30, 2024	201	5.24%	37,923,596	0.61%	86	1.17%	95	25.00%	58	-14.71%
Mar 31, 2024	191	7.30%	37,692,174	-0.64%	85	1.13%	76	-2.56%	68	-1.45%
Dec 31, 2023	178	-	37,936,619	2.93%	87	1.22%	78	6.85%	69	23.21%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.74M	6.12%	1.89K
Vanguard US Total Market Shares ETF	1.39M	3.13%	-
Vanguard Total Stock Mkt Idx Inv	1.39M	3.12%	-
American Century U.S. Small Cap Value	1.23M	2.78%	-85.00K
American Century Small Cap Value Inv	1.23M	2.78%	-85.00K
iShares Russell 2000 ETF	1.19M	2.66%	-10.29K
Vanguard Small Cap Index	1.13M	2.53%	924.00
SPDR S&P Global Div Aristocrats ETF	751.36K	1.68%	751.36K
Vanguard Small Cap Value Index Inv	745.02K	1.67%	-2.04K
American Beacon Small Cp Val R5	717.59K	1.60%	14.39K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 12, 2025	Zint William C	SVP, Chief Financial Officer	Buy	$2.79K
Mar 10, 2025	McCarthy Barry C	President & CEO	Buy	$64.58K
Dec 11, 2024	Zint William C	SVP, Chief Financial Offier	Buy	$2.85K
Dec 05, 2024	McCarthy Barry C	President & CEO	Buy	$53.98K
Sep 12, 2024	Zint William C	SVP, Chief Financial Offier	Buy	$2.29K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	2	-
2024 Q4	2	-
2024 Q3	2	-
2024 Q2	4	-
2024 Q1	2	-

DLX Ownership FAQ

Who Owns Deluxe?

Deluxe shareholders are primarily institutional investors at 107.38%, followed by 1.78% insiders and -9.16% retail investors. The average institutional ownership in Deluxe's industry, Advertising Stocks , is 32.52%, which Deluxe exceeds.

Who owns the most shares of Deluxe?

Deluxe’s largest shareholders are Wealthfront advisers (9.75M shares, 22.04%), Blackrock (7.13M shares, 16.23%), and Blackrock funding, inc. /de (7.12M shares, 16.08%). Together, they hold 54.35% of Deluxe’s total shares outstanding.

Does Blackrock own Deluxe?

Yes, BlackRock owns 16.23% of Deluxe, totaling 7.13M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 160.1M$. In the last quarter, BlackRock increased its holdings by 5.38K shares, a 0.08% change.

Who is Deluxe’s biggest shareholder by percentage of total assets invested?

Wealthfront advisers is Deluxe’s biggest shareholder by percentage of total assets invested, with 3.79% of its assets in 9.75M Deluxe shares, valued at 1.25B$.

Who is the top mutual fund holder of Deluxe shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Deluxe shares, with 6.12% of its total shares outstanding invested in 2.74M Deluxe shares.

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