Deluxe Corporation (DLX) Ownership

22.42 ↑0.13 (0.58%)

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 37 institutional holders of DLX own 108.78% of the company with a total of 48.7 million shares.

In the latest ownership report on June 30th 2025, the top 37 institutional holders increased their combined ownership of DLX by 1.3 million shares. 14 institutions bought 2,024,804 total additional shares and increased their ownership by an average of 23.25%. However 7 institutions sold 755,570 total shares and decreased their ownership by an average of 10.77%.

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 1,269,234 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.238%	-0.717%	6,839,636	-49,379	2025-06-30
Vanguard Group Inc	11.415%	-0.679%	5,123,785	-35,043	2025-06-30
State Street Corp	6.126%	5.504%	2,749,535	143,448	2025-06-30
Dimensional Fund Advisors, Inc.	5.735%	3.392%	2,574,032	84,454	2025-06-30
DePrince Race & Zollo Inc	4.665%	-0.950%	2,094,002	-20,083	2025-06-30
LSV Asset Management	4.255%	3.315%	1,910,025	61,286	2025-06-30
American Century Companies Inc	3.097%	-13.777%	1,390,263	-222,136	2025-06-30
Geode Capital Management, LLC	2.364%	1.352%	1,061,173	14,160	2025-06-30
Charles Schwab Investment Management Inc	1.812%	34.686%	813,359	209,465	2025-06-30
Prudential Financial Inc	1.641%	18.286%	736,679	113,886	2025-06-30
Royal Bank of Canada	1.495%	32.652%	670,968	165,158	2025-06-30
Bridgeway Capital Management, LLC	1.414%	49.868%	634,447	211,109	2025-06-30
Bank of New York Mellon Corp	1.382%	1.606%	620,107	9,804	2025-06-30
Goldman Sachs Group Inc	1.372%	-10.113%	615,867	-69,289	2025-06-30
Morgan Stanley - Brokerage Accounts	1.349%	-6.672%	605,655	-43,300	2025-06-30
Acadian Asset Management LLC	1.225%	0.000%	549,967	549,967	2025-06-30
AQR Capital Management LLC	1.211%	99.666%	543,359	271,225	2025-06-30
Northern Trust Corp	1.179%	7.559%	529,131	37,185	2025-06-30
Amvescap Plc.	0.955%	-42.456%	428,768	-316,340	2025-06-30
Bank of America Corp	0.718%	39.772%	322,171	91,673	2025-06-30
Connor Clark & Lunn Inv Mgmt Ltd	0.634%	27.867%	284,415	61,984	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wealthfront Advisers LLC	21.811%	0.000%	9,753,243	9,753,243	2024-12-31
BlackRock Inc	15.238%	-0.717%	6,839,636	-49,379	2025-06-30
Vanguard Group Inc	11.415%	-0.679%	5,123,785	-35,043	2025-06-30
State Street Corp	6.126%	5.504%	2,749,535	143,448	2025-06-30
Dimensional Fund Advisors, Inc.	5.735%	3.392%	2,574,032	84,454	2025-06-30
DePrince Race & Zollo Inc	4.665%	-0.950%	2,094,002	-20,083	2025-06-30
LSV Asset Management	4.255%	3.315%	1,910,025	61,286	2025-06-30
State Street Corporation	3.821%	1.547%	1,689,427	25,735	2024-03-31
American Century Companies Inc	3.097%	-13.777%	1,390,263	-222,136	2025-06-30
William Blair Investment Management, LLC	2.737%	-4.411%	1,223,784	-56,475	2025-03-31
Geode Capital Management, LLC	2.364%	1.352%	1,061,173	14,160	2025-06-30
Charles Schwab Investment Management Inc	1.812%	34.686%	813,359	209,465	2025-06-30
Prudential Financial Inc	1.641%	18.286%	736,679	113,886	2025-06-30
Royal Bank of Canada	1.495%	32.652%	670,968	165,158	2025-06-30
Bridgeway Capital Management, LLC	1.414%	49.868%	634,447	211,109	2025-06-30
Bank of New York Mellon Corp	1.382%	1.606%	620,107	9,804	2025-06-30
Goldman Sachs Group Inc	1.372%	-10.113%	615,867	-69,289	2025-06-30
Morgan Stanley - Brokerage Accounts	1.349%	-6.672%	605,655	-43,300	2025-06-30
Acadian Asset Management LLC	1.225%	0.000%	549,967	549,967	2025-06-30
AQR Capital Management LLC	1.211%	99.666%	543,359	271,225	2025-06-30
Northern Trust Corp	1.179%	7.559%	529,131	37,185	2025-06-30
Victory Capital Management Inc.	1.191%	-8.426%	516,812	-47,551	2022-12-31
Millennium Management LLC	1.071%	81.310%	462,075	207,221	2022-06-30
Citadel Advisors Llc	1.020%	-19.803%	449,206	-110,924	2023-09-30
Amvescap Plc.	0.955%	-42.456%	428,768	-316,340	2025-06-30
Arrowstreet Capital Limited Partnership	0.913%	34.198%	408,069	103,989	2024-12-31
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
Nuveen Asset Management, LLC	0.761%	-26.181%	340,054	-120,603	2024-12-31
Nuveen, LLC	0.744%	0.000%	334,038	334,038	2025-03-31
SEI Investments Co	0.751%	-4.462%	331,916	-15,501	2024-03-31
Bank of America Corp	0.718%	39.772%	322,171	91,673	2025-06-30
Boundary Creek Advisors LP	0.722%	-54.278%	315,629	-374,699	2023-09-30
UBS Group AG	0.697%	-1.213%	313,033	-3,842	2025-03-31
Connor Clark & Lunn Inv Mgmt Ltd	0.634%	27.867%	284,415	61,984	2025-06-30
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 41 mutual fund holders of DLX own 53.32% of the company with a total of 23.7 million shares.

In the latest ownership report on August 31st 2025, the top 41 fund holders increased their combined ownership of DLX by 36 thousand shares. 2 funds bought 38,717 total additional shares and increased their ownership by an average of 3.96%. However 1 funds sold 2,500 total shares and decreased their ownership by an average of 0.38%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Deluxe Corporation increased by a net total of 36,217 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	5.931%	0.000%	2,662,023	0	2025-08-31
iShares Russell 2000 ETF	2.422%	0.000%	1,087,067	0	2025-08-31
SPDR S&P Global Div Aristocrats ETF	1.949%	3.184%	874,968	26,996	2025-08-31
American Beacon Small Cp Val R5	1.472%	-0.377%	660,911	-2,500	2025-08-31
iShares S&P Small-Cap 600 Value ETF	0.929%	0.000%	416,789	0	2025-08-31
iShares Russell 2000 Value ETF	0.873%	0.000%	391,904	0	2025-08-31
SPDR® S&P 600 Small Cap Value ETF	0.578%	4.728%	259,620	11,721	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.931%	0.000%	2,662,023	0	2025-08-31
Vanguard US Total Market Shares ETF	3.135%	0.000%	1,392,738	0	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.071%	-2.170%	1,378,350	-30,577	2025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.009%	0.000%	1,314,727	0	2023-03-31
iShares Russell 2000 ETF	2.422%	0.000%	1,087,067	0	2025-08-31
Vanguard Small Cap Index	2.418%	-0.673%	1,085,412	-7,355	2025-07-31
SPDR S&P Global Div Aristocrats ETF	1.949%	3.184%	874,968	26,996	2025-08-31
American Century U.S. Small Cap Value	1.916%	-27.119%	860,000	-320,000	2025-06-30
American Century Small Cap Value Inv	1.916%	-27.119%	860,000	-320,000	2025-06-30
Vanguard Small Cap Value Index Inv	1.561%	0.419%	700,466	2,920	2025-07-31
American Beacon Small Cp Val R5	1.472%	-0.377%	660,911	-2,500	2025-08-31
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	1.311%	0.000%	588,221	0	2025-07-31
Delaware Sm-Cap Val Eq	1.172%	0.000%	505,400	0	2022-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.074%	-31.091%	481,865	-217,416	2025-07-31
Fidelity Small Cap Index	1.001%	-1.187%	449,064	-5,392	2025-06-30
Fidelity® Small Cap Index	0.965%	2.939%	421,660	12,037	2023-10-31
iShares S&P Small-Cap 600 Value ETF	0.929%	0.000%	416,789	0	2025-08-31
William Blair Small Cap Value I	0.932%	-10.831%	416,653	-50,608	2025-04-30
iShares Russell 2000 Value ETF	0.873%	0.000%	391,904	0	2025-08-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.868%	1.235%	389,689	4,752	2025-08-29
SPDR® Portfolio S&P 600 Sm Cap ETF	0.884%	-0.142%	389,330	-553	2024-05-30
DFA US Targeted Value I	0.728%	0.000%	326,581	0	2025-07-31
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
American Century US Small Cap Val Eq Tr	0.678%	-3.460%	298,681	-10,706	2024-03-31
Dimensional US Targeted Value ETF	0.664%	0.000%	298,102	0	2025-08-29
Nuveen Small Cap Value Equity	0.676%	0.000%	295,223	0	2023-09-30
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
Schwab Fundamental U.S. Small CompanyETF	0.655%	0.401%	294,042	1,173	2025-08-30
State St Russell Sm/Mid Cp® Indx SL Cl I	0.601%	4.964%	268,570	12,700	2025-05-31
Invesco S&P SmallCap Value with Momt ETF	0.587%	0.000%	262,587	0	2025-05-31
Victory Market Neutral Income I	0.602%	-32.132%	261,472	-123,795	2022-12-31
SPDR® S&P 600 Small Cap Value ETF	0.578%	4.728%	259,620	11,721	2025-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.572%	0.477%	255,870	1,215	2025-04-30
Vanguard Tax-Managed Small Cap Adm	0.556%	0.000%	248,663	0	2025-05-31
Fidelity Extended Market Index	0.545%	0.559%	244,644	1,359	2025-07-31