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Shift4 Payments, Inc.

FOUR
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0001794669

No open-market purchases or sales by Shift4 Payments, Inc. insiders were filed in the last 90 days; 359 institutions reported holding it in 13F filings for Q2 2026, worth $3.38B in total; no superinvestor holds it.

Other share classesFOUR.PA

13F holders, Q3 2023

Institutional positions in Shift4 Payments, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
252
−17 vs. Q2 2023
Shares held
58.8M
+699.5K (+1.2%) vs. Q2 2023
Total value
$3.26B
−$700.5M (−17.7%) vs. Q2 2023
New holders
40
90 more added
Sold out
57
87 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FOUR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 252 institutions
Q1 2021: 201 institutionsQ2 2021: 216 institutionsQ3 2021: 228 institutionsQ4 2021: 229 institutionsQ1 2022: 222 institutionsQ2 2022: 207 institutionsQ3 2022: 210 institutionsQ4 2022: 234 institutionsQ1 2023: 291 institutionsQ2 2023: 271 institutionsQ3 2023: 252 institutionsQ4 2023: 308 institutionsQ1 2024: 325 institutionsQ2 2024: 342 institutionsQ3 2024: 358 institutionsQ4 2024: 441 institutionsQ1 2025: 442 institutionsQ2 2025: 459 institutionsQ3 2025: 451 institutionsQ4 2025: 404 institutionsQ1 2026: 353 institutionsQ2 2026: 359 institutions
Value heldQ3 2023: $3.26B
Q1 2021: $3.55BQ2 2021: $4.38BQ3 2021: $4.32BQ4 2021: $3.34BQ1 2022: $3.76BQ2 2022: $1.90BQ3 2022: $2.52BQ4 2022: $3.22BQ1 2023: $4.22BQ2 2023: $3.96BQ3 2023: $3.26BQ4 2023: $4.39BQ1 2024: $4.01BQ2 2024: $4.97BQ3 2024: $6.28BQ4 2024: $7.88BQ1 2025: $6.49BQ2 2025: $8.56BQ3 2025: $6.56BQ4 2025: $5.12BQ1 2026: $3.09BQ2 2026: $3.38B
Institutions holding FOUR and their total value by quarter
QuarterHoldersValue
Q2 2026359$3.38B
Q1 2026353$3.09B
Q4 2025404$5.12B
Q3 2025451$6.56B
Q2 2025459$8.56B
Q1 2025442$6.49B
Q4 2024441$7.88B
Q3 2024358$6.28B
Q2 2024342$4.97B
Q1 2024325$4.01B
Q4 2023308$4.39B
Q3 2023252$3.26B
Q2 2023271$3.96B
Q1 2023291$4.22B
Q4 2022234$3.22B
Q3 2022210$2.52B
Q2 2022207$1.90B
Q1 2022222$3.76B
Q4 2021229$3.34B
Q3 2021228$4.32B
Q2 2021216$4.38B
Q1 2021201$3.55B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2023.

Institutions holding FOUR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Raymond James & Associates51,157$2.83M0.00%−6,713−11.6%Reduced
Royce & Associates LP50,000$2.77M0.03%00.0%Unchanged
Lombard Odier Asset Management (Europe) Ltd48,500$2.69M0.14%−4,000−7.6%Reduced
UBS Group AG46,001$2.55M0.00%−20,581−30.9%Reduced
State Board of Administration of Florida Retirement System45,710$2.53M0.01%+90+0.2%Added
State of New Jersey Common Pension Fund D43,924$2.43M0.01%+5,725+15.0%Added
Prana Capital Management, LP36,863$2.04M0.13%+36,863New
Game Creek Capital, LP35,000$1.94M1.29%+35,000New
Susquehanna Fundamental Investments, LLC31,524$1.75M0.11%−20,111−38.9%Reduced
IMA Wealth, Inc.29,214$1.62M0.42%−457−1.5%Reduced
Riggs Asset Managment Co. Inc.28,513$1.58M0.56%+551+2.0%Added
Oppenheimer Asset Management Inc.28,297$1.57M0.02%+11,542+68.9%Added
JCSD Capital, LLC27,009$1.50M3.06%+8,000+42.1%Added
Captrust Financial Advisors26,255$1.45M0.01%−294−1.1%Reduced
Two Sigma Investments, LP26,100$1.45M0.00%−226,339−89.7%Reduced
Boston Partners25,722$1.42M0.00%+25,722New
Voya Investment Management LLC24,458$1.35M0.00%−213,734−89.7%Reduced
Alberta Investment Management Corp24,352$1.35M0.01%−4,543−15.7%Reduced
Highland Capital Management, LLC24,104$1.33M0.09%−1,979−7.6%Reduced
Jane Street Group, LLC23,983$1.33M0.00%−60,160−71.5%Reduced
Treasurer of the State of North Carolina23,871$1.32M0.01%+120+0.5%Added
Independent Financial Group, LLC23,000$1.27M0.08%+4,400+23.7%Added
Bokf, NA28,011$1.25M0.03%+28,011New
Citigroup Inc22,377$1.24M0.00%−12,725−36.3%Reduced
Truist Financial Corp22,370$1.24M0.00%+1,934+9.5%Added
Public Employees Retirement System of Ohio22,140$1.23M0.01%−2,454−10.0%Reduced
D. E. Shaw & Co., Inc.21,369$1.18M0.00%−111,233−83.9%Reduced
EFG Asset Management (North America) Corp.20,987$1.16M0.28%−8,613−29.1%Reduced
Penserra Capital Management LLC19,674$1.09M0.02%+1,682+9.3%Added
Envestnet Asset Management Inc18,203$1.01M0.00%−3,553−16.3%Reduced
Regal Investment Advisors LLC17,634$976.4K0.08%+17,634New
Ensign Peak Advisors, Inc17,360$961.2K0.00%00.0%Unchanged
Balyasny Asset Management LLC16,800$930.2K0.00%−35,900−68.1%Reduced
The PNC Financial Services Group, Inc.16,617$920.1K0.00%+9,364+129.1%Added
ExodusPoint Capital Management, LP16,497$913.0K0.01%−38,477−70.0%Reduced
Comerica Bank16,439$910.2K0.00%+16,439New
SG Americas Securities, LLC16,355$906.0K0.01%+2,105+14.8%Added
Teza Capital Management LLC16,187$896.3K0.15%+16,187New
Barclays PLC15,794$874.5K0.00%−19,096−54.7%Reduced
Amalgamated Bank15,614$865.0K0.01%+3,952+33.9%Added
FIL Ltd15,600$863.8K0.00%00.0%Unchanged
Harbour Capital Advisors, LLC14,885$824.2K0.25%+8,745+142.4%Added
Arizona State Retirement System14,676$812.6K0.01%+777+5.6%Added
Mariner, LLC14,065$779.2K0.00%−984−6.5%Reduced
AtonRa Partners13,556$750.6K1.57%−2,302−14.5%Reduced
STRS Ohio12,703$703.0K0.00%+2,338+22.6%Added
ClariVest Asset Management LLC12,609$698.0K0.04%00.0%Unchanged
First Republic Investment Management, Inc.12,415$687.4K0.00%−6,572−34.6%Reduced
Hunter Associates Investment Management LLC12,547$683.0K0.14%+12,547New
Deutsche Bank AG12,058$667.7K0.00%−1,531−11.3%Reduced
Edgestream Partners, L.P.11,875$657.5K0.05%−14,493−55.0%Reduced
Intech Investment Management LLC11,546$639.3K0.01%−3,472−23.1%Reduced
Manufacturers Life Insurance Company, The11,242$622.5K0.00%+11,242New
EdgeRock Capital LLC11,208$620.6K0.38%00.0%Unchanged
Virginia Retirement Systems Et Al10,300$570.3K0.01%+5,600+119.1%Added
Teacher Retirement System of Texas10,146$562.0K0.00%−4,959−32.8%Reduced
Bank of Montreal8,771$515.4K0.00%+7,960+981.5%Added
Advisor Group Holdings, Inc.9,143$506.2K0.00%−84,202−90.2%Reduced
Teachers Retirement System of the State of Kentucky8,806$488.0K0.00%−108,858−92.5%Reduced
BI Asset Management Fondsmaeglerselskab A/S8,821$488.0K0.01%+8,821New
Zurcher Kantonalbank (Zurich Cantonalbank)8,668$479.9K0.00%+2,152+33.0%Added
Nomura Holdings Inc8,436$467.1K0.01%+298+3.7%Added
Commonwealth Equity Services, LLC8,252$457.0K0.00%+135+1.7%Added
Connor, Clark & Lunn Investment Management Ltd.8,193$453.6K0.00%+8,193New
NBC Securities, Inc.8,170$452.0K0.05%+8,170New
Illinois Municipal Retirement Fund8,102$449.0K0.01%00.0%Unchanged
Great West Life Assurance Co7,999$443.0K0.00%+2,600+48.2%Added
Xponance, Inc.7,904$437.6K0.01%+322+4.2%Added
Handelsbanken Fonder AB7,900$437.0K0.00%00.0%Unchanged
Keybank National Association7,672$424.8K0.00%00.0%Unchanged
Principal Financial Group Inc6,726$372.4K0.00%+233+3.6%Added
Brevan Howard Capital Management LP6,616$366.3K0.11%+6,616New
Quantinno Capital Management LP6,549$363.0K0.02%+6,549New
Prospera Financial Services Inc6,213$344.0K0.01%00.0%Unchanged
Centaurus Financial, Inc.6,196$343.0K0.03%+2,789+81.9%Added
Premier Fund Managers Ltd6,116$336.0K0.02%−8,814−59.0%Reduced
Alps Advisors Inc5,970$330.6K0.00%+5,970New
Crossmark Global Holdings, Inc.6,025$322.0K0.01%+6,025New
Pictet Asset Management Holding SA5,799$321.1K0.00%+5,799New
Public Employees Retirement Association of Colorado5,482$304.0K0.00%00.0%Unchanged
Gsa Capital Partners LLP5,462$302.0K0.03%+5,462New
Centiva Capital, LP5,410$299.6K0.01%+1,833+51.2%Added
American Trust5,115$283.2K0.02%−928−15.4%Reduced
QRG Capital Management, Inc.5,035$278.8K0.00%+5,035New
Cutler Group LP4,899$271.0K0.04%−779−13.7%Reduced
Nebula Research & Development LLC4,544$251.6K0.13%+4,544New
Cresset Asset Management, LLC4,356$241.2K0.00%+4,356New
TrinityPoint Wealth, LLC4,355$241.1K0.05%+4,355New
Scotia Capital Inc.4,300$238.1K0.00%00.0%Unchanged
Sherbrooke Park Advisers LLC4,162$230.4K0.07%−902−17.8%Reduced
Capstone Investment Advisors, LLC4,077$225.7K0.01%−3,523−46.4%Reduced
Vestcor Inc4,040$224.0K0.01%+4,040New
Y-Intercept (Hong Kong) Ltd3,979$220.3K0.02%−10,907−73.3%Reduced
Maryland State Retirement & Pension System3,967$219.7K0.01%00.0%Unchanged
MetLife Investment Management3,340$184.9K0.00%+10.0%Added
Banc Funds Co LLC2,880$159.0K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,752$97.0K0.00%00.0%Unchanged
Covestor Ltd1,478$82.0K0.06%+1,475+49,166.7%Added
Crewe Advisors LLC1,451$80.3K0.01%00.0%Unchanged
Nemes Rush Group LLC1,422$78.7K0.01%+1,422New