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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, Q2 2024

Institutional positions in Shift4 Payments, Inc. as of Jun 30, 2024. 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
342
+20 vs. Q1 2024
Shares held
67.8M
+7.29M (+12.0%) vs. Q1 2024
Total value
$4.97B
+$975.5M (+24.4%) vs. Q1 2024
New holders
80
161 more added
Sold out
60
67 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 342 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 heldQ2 2024: $4.97B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2024.

Institutions holding FOUR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nordea Investment Management AB58,849$4.35M0.01%−9,505−13.9%Reduced
Great Lakes Advisors, LLC57,358$4.21M0.04%−2,608−4.3%Reduced
Prana Capital Management, LP54,661$4.01M0.19%+31,430+135.3%Added
Oppenheimer Asset Management Inc.53,990$3.96M0.05%+19,610+57.0%Added
California State Teachers Retirement System53,703$3.94M0.00%+2,150+4.2%Added
JPMorgan Chase & Co52,553$3.85M0.00%−12,028−18.6%Reduced
Granite Investment Partners, LLC51,799$3.80M0.16%+51,799New
Royce & Associates LP50,000$3.67M0.03%00.0%Unchanged
Stifel Financial Corp49,777$3.65M0.00%−3,295−6.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.49,657$3.64M0.01%+49,657New
Bokf, NA48,995$3.59M0.06%−3,082−5.9%Reduced
State Board of Administration of Florida Retirement System46,970$3.45M0.01%+3,617+8.3%Added
Allspring Global Investments Holdings, LLC46,671$3.42M0.01%−329−0.7%Reduced
Alberta Investment Management Corp46,306$3.40M0.04%+14,119+43.9%Added
Game Creek Capital, LP46,000$3.37M1.88%+1,000+2.2%Added
Macquarie Group Ltd41,587$3.05M0.00%+2,213+5.6%Added
1492 Capital Management LLC41,331$3.03M1.72%−131−0.3%Reduced
Tabor Asset Management, LP43,703$3.01M1.61%+43,703New
Point Break Capital Management, LLC38,890$2.85M3.10%+38,890New
Sapience Investments, LLC35,109$2.58M1.32%−22,091−38.6%Reduced
Rice Hall James & Associates, LLC32,366$2.37M0.14%+7,891+32.2%Added
Pier 88 Investment Partners LLC31,800$2.33M0.52%+28,250+795.8%Added
TrinityPoint Wealth, LLC31,060$2.28M0.36%+31,060New
Lombard Odier Asset Management (Europe) Ltd30,906$2.27M0.11%+6,906+28.8%Added
GWM Advisors LLC30,540$2.24M0.02%+17,260+130.0%Added
King Luther Capital Management Corp30,178$2.21M0.01%+30,178New
Voya Investment Management LLC29,811$2.19M0.00%+7,148+31.5%Added
Oppenheimer & Co Inc29,675$2.18M0.03%+29,675New
Barclays PLC29,656$2.18M0.00%−6,320−17.6%Reduced
State of New Jersey Common Pension Fund D28,006$2.05M0.01%−10,494−27.3%Reduced
E. Ohman J:or Asset Management AB27,956$2.05M0.05%+27,956New
Harbour Capital Advisors, LLC27,061$2.00M0.47%+3,410+14.4%Added
Millrace Asset Group, Inc.26,843$1.97M1.91%+26,843New
IMA Wealth, Inc.26,259$1.93M0.85%+666+2.6%Added
Treasurer of the State of North Carolina26,144$1.92M0.01%+2,203+9.2%Added
EFG Asset Management (North America) Corp.25,714$1.89M0.33%+4,366+20.5%Added
Exchange Traded Concepts, LLC24,829$1.82M0.05%+588+2.4%Added
Russell Investments Group, Ltd.24,011$1.76M0.00%+18,511+336.6%Added
Mariner, LLC23,282$1.71M0.00%+4,546+24.3%Added
Public Employees Retirement System of Ohio22,911$1.68M0.01%+2,395+11.7%Added
Venture Visionary Partners LLC22,450$1.65M0.08%+1,292+6.1%Added
Independent Financial Group, LLC21,730$1.59M0.06%−1,175−5.1%Reduced
Keybank National Association20,385$1.50M0.01%+4,033+24.7%Added
Long Focus Capital Management, LLC20,000$1.47M0.15%+20,000New
Schroder Investment Management Group19,588$1.44M0.00%−117,091−85.7%Reduced
Coronation Fund Managers Ltd.18,792$1.38M0.08%+18,792New
GTS Securities LLC17,884$1.31M0.03%+17,884New
Algebris (UK) Ltd19,125$1.31M0.42%+19,125New
Danske Bank A/S17,266$1.27M0.00%−4,108−19.2%Reduced
Citigroup Inc17,251$1.27M0.00%−36,325−67.8%Reduced
CastleKnight Management LP17,200$1.26M0.17%+9,300+117.7%Added
Cambridge Investment Research Advisors, Inc.16,940$1.24M0.00%+12,130+252.2%Added
Regal Investment Advisors LLC16,849$1.24M0.08%+16,849New
Avitas Wealth Management LLC15,667$1.15M0.17%+5,516+54.3%Added
Arizona State Retirement System15,284$1.12M0.01%+1,213+8.6%Added
Algert Global LLC15,211$1.12M0.04%+4,241+38.7%Added
Black Swift Group, LLC15,000$1.10M0.25%+15,000New
The PNC Financial Services Group, Inc.14,560$1.07M0.00%−4,192−22.4%Reduced
Intellectus Partners, LLC14,550$1.07M0.29%+4,900+50.8%Added
Vestcor Inc14,410$1.06M0.04%+11,263+357.9%Added
Capital Planning Advisors, LLC14,134$1.04M0.18%00.0%Unchanged
Bridgewater Associates, LP13,763$1.01M0.01%+13,763New
Handelsbanken Fonder AB13,400$983.0K0.00%+3,700+38.1%Added
Raymond James Financial Services Advisors, Inc.12,933$948.6K0.00%−18,924−59.4%Reduced
Wolverine Trading, LLC12,581$922.8K0.02%+7,818+164.1%Added
EdgeRock Capital LLC12,497$916.7K0.71%+1,881+17.7%Added
Hexagon Capital Partners LLC12,328$904.3K0.20%00.0%Unchanged
Rockefeller Capital Management L.P.12,006$880.6K0.00%+12,006New
Wealth Enhancement Advisory Services, LLC11,948$876.4K0.00%+230+2.0%Added
First Dallas Securities Inc.11,500$843.5K0.37%+200+1.8%Added
Amalgamated Bank11,144$817.0K0.01%+7,631+217.2%Added
JT Stratford LLC11,075$812.4K0.15%+11,075New
Insight Wealth Strategies, LLC10,737$787.6K0.11%+743+7.4%Added
ClariVest Asset Management LLC10,665$782.3K0.08%−19−0.2%Reduced
PEAK6 Investments LLC10,255$752.2K0.03%−5,125−33.3%Reduced
Bailard, Inc.10,220$749.6K0.02%00.0%Unchanged
Holocene Advisors, LP10,169$745.9K0.00%+10,169New
Silvercrest Asset Management Group LLC10,111$741.6K0.01%+10,111New
Financiere des Professionnels - Fonds d,investissement inc.10,083$741.6K0.06%+10,083New
SpiderRock Advisors, LLC10,015$734.6K0.02%+10,015New
Captrust Financial Advisors8,941$655.8K0.00%+1,667+22.9%Added
Kestra Advisory Services, LLC8,772$643.4K0.00%+841+10.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,668$635.8K0.00%00.0%Unchanged
Quantinno Capital Management LP8,612$631.7K0.01%+3,693+75.1%Added
Flagship Harbor Advisors, LLC8,513$624.4K0.04%+1,100+14.8%Added
Moody National Bank Trust Division8,500$623.5K0.05%+8,500New
Schonfeld Strategic Advisors LLC8,414$617.2K0.00%−52,252−86.1%Reduced
Commonwealth Equity Services, LLC8,193$601.0K0.00%+1,291+18.7%Added
NBC Securities, Inc.7,920$580.0K0.05%−150−1.9%Reduced
Xponance, Inc.7,736$567.4K0.01%+927+13.6%Added
Two Sigma Investments, LP7,700$564.8K0.00%−309−3.9%Reduced
Orion Capital Management LLC7,645$560.8K0.30%+2,820+58.4%Added
AQR Capital Management LLC7,584$555.8K0.00%−7,330−49.1%Reduced
Prelude Capital Management, LLC7,300$535.5K0.04%+7,300New
Walleye Capital LLC7,254$532.1K0.01%+5,018+224.4%Added
First Hawaiian Bank7,195$527.8K0.02%+580+8.8%Added
Deutsche Bank AG7,026$515.4K0.00%+136+2.0%Added
Pictet Asset Management Holding SA6,607$484.6K0.00%+618+10.3%Added
Savant Capital, LLC6,584$482.9K0.00%+20.0%Added
Shay Capital LLC6,553$480.7K0.13%−4,857−42.6%Reduced