Deluxe Ownership | Who Owns Deluxe?

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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	41.41%	13.19%	45.40%
Industry	Advertising Stocks	44.06%	12.23%	43.71%

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
Summerhaven investment management	35.20K	0.49%	$795.14K
City center advisors	12.98K	0.33%	$293.29K
Westside investment management	48.42K	0.23%	$1.09M
Bridgeway capital management	396.27K	0.21%	$8.90M
Minerva advisors	13.90K	0.21%	$312.19K
Kendall capital management	14.26K	0.11%	$320.28K
Lsv asset management	2.11M	0.10%	$47.45M
Nebula research & development	27.43K	0.10%	$616.05K

Top Buyers

Holder	Shares	% Assets	Change
Lazard asset management	260.62K	0.01%	248.09K
Norges bank	219.54K	0.00%	219.54K
Dimensional fund advisors lp	2.04M	0.01%	123.36K
Millennium management	169.47K	0.00%	121.04K
Jane street group	104.83K	0.00%	93.05K

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
Wedge capital management l l p/nc	45.00K	0.02%	45.00K	$1.02M
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

Sold Out

Holder	Change
Mendota financial group	-6.00
Manchester capital management	-10.00
Ridgewood investments	-19.00
Bogart wealth	-51.00
Naples money management	-80.00

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	2.84M	6.43%	-
Vanguard Total Stock Mkt Idx Inv	1.39M	3.15%	-
American Century Small Cap Value Inv	1.23M	2.78%	-85.00K
American Century U.S. Small Cap Value	1.23M	2.78%	-85.00K
iShares Russell 2000 ETF	1.22M	2.76%	-185.00
Vanguard Small Cap Index	1.13M	2.55%	10.39K
Vanguard Small Cap Value Index Inv	748.46K	1.69%	-4.35K
American Beacon Small Cp Val R5	731.90K	1.65%	-1.70K
Vanguard Institutional Extnd Mkt Idx Tr	682.52K	1.54%	14.04K
DFA US Small Cap Value I	570.77K	1.29%	10.41K

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

Who Owns Deluxe?

Deluxe shareholders are primarily institutional investors at 84.99%, followed by 1.76% insiders and 13.25% retail investors. The average institutional ownership in Deluxe's industry, Advertising Stocks , is 44.06%, which Deluxe exceeds.

Who owns the most shares of Deluxe?

Deluxe’s largest shareholders are Blackrock (7.13M shares, 16.23%), Vanguard group (5.19M shares, 11.83%), and Lsv asset management (2.11M shares, 4.81%). Together, they hold 32.87% 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?

Deprince race & zollo is Deluxe’s biggest shareholder by percentage of total assets invested, with 0.96% of its assets in 1.91M Deluxe shares, valued at 42.84M$.

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 6.43% of its total shares outstanding invested in 2.84M Deluxe shares.

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