Deluxe Ownership | Who Owns Deluxe?
Deluxe Ownership Summary
Deluxe is owned by 84.99% institutional investors, 1.76% insiders, and 13.25% retail investors. Blackrock is the largest institutional shareholder, holding 16.23% of DLX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.43% of its assets in Deluxe shares.
DLX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Deluxe | 84.99% | 1.76% | 13.25% |
| Sector | Communication Services Stocks | 41.93% | 12.83% | 45.23% |
| Industry | Advertising Stocks | 45.53% | 10.91% | 43.56% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.13M | 16.23% | $160.10M |
| Vanguard group | 5.19M | 11.83% | $116.66M |
| Lsv asset management | 2.11M | 4.81% | $47.45M |
| American century companies | 2.08M | 4.73% | $46.69M |
| Dimensional fund advisors lp | 2.04M | 4.65% | $45.82M |
| Deprince race & zollo | 1.91M | 4.34% | $42.84M |
| State street | 1.68M | 3.82% | $37.67M |
| William blair investment management | 1.29M | 2.93% | $28.91M |
| Geode capital management | 1.01M | 2.30% | $22.70M |
| Charles schwab investment management | 937.92K | 2.14% | $21.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Deprince race & zollo | 1.91M | 0.96% | $42.84M |
| Round hill asset management | 49.57K | 0.71% | $1.11M |
| Advisors preferred | 141.62K | 0.54% | $3.12M |
| City center advisors | 16.14K | 0.39% | $332.30K |
| Westside investment management | 50.78K | 0.26% | $1.14M |
| Bridgeway capital management | 396.27K | 0.21% | $8.90M |
| Minerva advisors | 13.90K | 0.21% | $312.19K |
| Cypress capital | 10.78K | 0.15% | $242.19K |
| Kendall capital management | 14.26K | 0.11% | $320.28K |
| Lsv asset management | 2.11M | 0.10% | $47.45M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lazard asset management | 260.62K | 0.01% | 248.09K |
| Norges bank | 219.54K | 0.00% | 219.54K |
| New york state common retirement fund | 236.03K | 0.01% | 215.93K |
| Dimensional fund advisors lp | 2.04M | 0.01% | 123.36K |
| Millennium management | 169.47K | 0.00% | 121.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 2.08M | 0.03% | -692.89K |
| Franklin resources | - | - | -199.78K |
| Allianz asset management gmbh | - | - | -161.78K |
| Charles schwab investment management | 937.92K | 0.00% | -153.94K |
| Invesco | 697.16K | 0.00% | -112.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 219.54K | 0.00% | 219.54K | $4.93M |
| Exoduspoint capital management, lp | 37.99K | 0.01% | 37.99K | $853.00K |
| Cubist systematic strategies | 35.62K | 0.01% | 35.62K | $799.98K |
| Teacher retirement system of texas | 28.21K | 0.00% | 28.21K | $634.00K |
| Dynamic technology lab private | 28.05K | 0.07% | 28.05K | $630.00K |
Sold Out
| Holder | Change |
|---|---|
| Ridgewood investments | -19.00 |
| Bogart wealth | -51.00 |
| Naples money management | -80.00 |
| North star investment management | -498.00 |
| Point72 asia (singapore) pte. | -1.17K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 178 | 1.14% | 36,858,291 | -1.57% | 84 | 1.14% | 73 | 1.39% | 56 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.85M | 6.43% | 1.48K |
| Vanguard Total Stock Mkt Idx Inv | 1.39M | 3.15% | 2.08K |
| American Century Small Cap Value Inv | 1.31M | 2.97% | -322.04K |
| American Century U.S. Small Cap Value | 1.31M | 2.97% | -322.04K |
| iShares Russell 2000 ETF | 1.28M | 2.89% | -2.67K |
| Vanguard Small Cap Index | 1.11M | 2.51% | 2.15K |
| Vanguard Small Cap Value Index Inv | 749.10K | 1.69% | -260.00 |
| American Beacon Small Cp Val R5 | 735.71K | 1.66% | -1.20K |
| Vanguard Institutional Extnd Mkt Idx Tr | 665.12K | 1.50% | -7.18K |
| DFA US Small Cap Value I | 532.78K | 1.21% | 41.71K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Sep 10, 2024 | McCarthy Barry C | President & CEO | Buy | $53.81K |
| Mar 06, 2024 | Jeyaprakasam Yogaraj | Chief Tech. & Digital Officer | Buy | $7.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | - |
| 2024 Q3 | 2 | - |
| 2024 Q2 | 4 | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | - | - |
DLX Ownership FAQ
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