Institutional Ownership Deluxe Corp (DLX)
This table provides information about the institutional ownership of Deluxe Corp (DLX). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 38.8 Million shares, which have been reported (via 13F filing form) to have a value of $784 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
99
shares
|
$2,000
0.0% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
98
shares
|
$1,980
0.0% of portfolio
|
Q2 2025
Added 716.67%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
93
shares
|
$1,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$1,657
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
77
shares
|
$1,556
0.0% of portfolio
|
Q2 2025
Reduced 85.14%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
73
shares
|
$1,475
0.0% of portfolio
|
Q3 2025
Added 65.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
68
shares
|
$1,374
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
65
shares
|
$1,313
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
54
shares
|
$1,091
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
50
shares
|
$1,010
0.0% of portfolio
|
Q4 2024
Reduced 74.62%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
49
shares
|
$990
0.0% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
47
shares
|
$949
0.0% of portfolio
|
Q3 2025
Added 38.24%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
40
shares
|
$808
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
35
shares
|
$707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
31
shares
|
$626
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
29
shares
|
$586
0.0% of portfolio
|
Q3 2025
Added 123.08%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
29
shares
|
$586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$525
0.0% of portfolio
|
Q2 2022
Reduced 85.56%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
12
shares
|
$242
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
12
shares
|
$242
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
12
shares
|
$242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|