Who owns Deluxe (DLX)
Which tracked institutional funds hold DLX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DLX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DLX is one-sided between 2026-Q1 and 2026-Q2: 25 added or opened and 82 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DLX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DLX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DLX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 227 tracked filers holding DLX, 108 increased or opened the position and 143 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DLX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- HENNESSY ADVISORS INC$8M
- BURNEY CO/$3M
- TWO SIGMA INVESTMENTS, LP$2M
- Atom Investors LP$710K
- Brevan Howard Capital Management LP$651K
Full exits 23
- LSV ASSET MANAGEMENT$56M
- Kiker Wealth Management, LLC$3M
- AEGON ASSET MANAGEMENT UK Plc$2M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2M
- Jackson Creek Investment Advisors LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
Largest adds
- BlackRock, Inc.$33M
- Qube Research & Technologies Ltd$10M
- Empowered Funds, LLC$4M
- FIRST TRUST ADVISORS LP$3M
- JANE STREET GROUP, LLC$3M
- UBS Group AG$1M
Largest trims
- DEPRINCE RACE & ZOLLO INC$13M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$9M
- PRUDENTIAL FINANCIAL INC$9M
- GOLDMAN SACHS GROUP INC$8M
- STATE STREET CORP$8M
- DIMENSIONAL FUND ADVISORS LP$8M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,972,211 | $166M | 15.6% | 2026-Q2 |
| STATE STREET CORP added | 2,860,360 | $68M | 6.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,846,940 | $68M | 6.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,641,870 | $63M | 5.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,955,719 | $47M | 4.4% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 1,734,582 | $41M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,368,783 | $33M | 3.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 913,239 | $22M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 858,413 | $20M | 1.9% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 707,704 | $17M | 1.6% | 2026-Q2 |
| Empowered Funds, LLC added | 694,660 | $17M | 1.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 617,221 | $15M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 608,670 | $15M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 591,896 | $14M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 552,447 | $13M | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 534,912 | $13M | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 530,775 | $13M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 485,548 | $12M | 1.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 477,036 | $11M | 1.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 411,684 | $10M | 0.9% | 2026-Q2 |
| HENNESSY ADVISORS INC new | 338,700 | $8M | 0.8% | 2026-Q2 |
| Nuveen, LLC trimmed | 318,164 | $8M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 306,042 | $7M | 0.7% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 302,332 | $7M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 301,746 | $7M | 0.7% | 2026-Q2 |
| TOWLE & CO trimmed | 271,397 | $6M | 0.6% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 271,226 | $6M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 261,488 | $6M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 260,541 | $6M | 0.6% | 2026-Q2 |
| Allianz Asset Management GmbH added | 254,018 | $6M | 0.6% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 253,579 | $6M | 0.6% | 2026-Q2 |
| UBS Group AG added | 237,842 | $6M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 221,251 | $5M | 0.5% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 207,982 | $5M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 186,232 | $4M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 185,562 | $4M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 158,291 | $4M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 149,374 | $4M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 142,702 | $3M | 0.3% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 140,428 | $3M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 134,370 | $3M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 134,007 | $3M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 130,569 | $3M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 127,605 | $3M | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 122,322 | $3M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 119,972 | $3M | 0.3% | 2026-Q2 |
| BURNEY CO/ added | 118,624 | $3M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 116,880 | $3M | 0.3% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 106,897 | $3M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 102,684 | $2M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 102,258 | $2M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 101,351 | $2M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 101,259 | $2M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 93,885 | $2M | 0.2% | 2026-Q2 |
| ICON ADVISERS INC/CO trimmed | 90,000 | $2M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 88,803 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank | 88,500 | $2M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 87,391 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 83,515 | $2M | 0.2% | 2026-Q2 |
| Kendall Capital Management added | 78,776 | $2M | 0.2% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 77,951 | $2M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 77,335 | $2M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 74,663 | $2M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 74,470 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 70,683 | $2M | 0.2% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 68,000 | $2M | 0.2% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC trimmed | 67,020 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 65,932 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 52,354 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 56,801 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 54,542 | $1M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 53,500 | $1M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 52,947 | $1M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 51,247 | $1M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 50,100 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 49,652 | $1M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 49,614 | $1M | 0.1% | 2026-Q2 |
| Mork Capital Management, LLC | 48,540 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 47,043 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 46,531 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 46,280 | $1M | 0.1% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 46,277 | $1M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 46,011 | $1M | 0.1% | 2026-Q2 |
| Round Hill Asset Management | 45,808 | $1M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 43,773 | $1M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 4,955,732 | $111M | 10.4% | 2025-Q4 stale (2 quarters behind) |
| LSV ASSET MANAGEMENT added | 2,028,317 | $56M | 5.2% | 2026-Q1 stale (1 quarter behind) |
| Brandywine Global Investment Management, LLC trimmed | 138,540 | $3M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| AXA Investment Managers S.A. new | 147,884 | $3M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Kiker Wealth Management, LLC trimmed | 98,937 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Trexquant Investment LP new | 146,239 | $2M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AXA S.A. trimmed | 140,694 | $2M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AEGON ASSET MANAGEMENT UK Plc new | 74,903 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 69,417 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Jackson Creek Investment Advisors LLC added | 69,176 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| RENAISSANCE TECHNOLOGIES LLC added | 51,230 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CANADA LIFE ASSURANCE Co added | 42,340 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Arjuna Capital trimmed | 67,985 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. added | 60,810 | $967K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NORGES BANK trimmed | 61,052 | $965K | 0.1% | 2026-Q1 stale (1 quarter behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.