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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 2025

Institutional positions in Shift4 Payments, Inc. as of Sep 30, 2025. 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
451
−4 vs. Q2 2025
Shares held
84.7M
−1.74M (−2.0%) vs. Q2 2025
Total value
$6.56B
−$2.01B (−23.4%) vs. Q2 2025
New holders
73
149 more added
Sold out
77
178 more reduced

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 2025: 451 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 2025: $6.56B
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 2025

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2025.

Institutions holding FOUR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bailard, Inc.3,725$288.3K0.01%−433−10.4%Reduced
Graham Capital Management, L.P.3,719$287.9K0.01%−7,520−66.9%Reduced
Wealth Enhancement Advisory Services, LLC3,647$284.8K0.00%+566+18.4%Added
Occidental Asset Management, LLC3,658$283.1K0.04%+328+9.8%Added
Atria Investments LLC3,637$281.5K0.00%−728−16.7%Reduced
Annex Advisory Services, LLC3,537$273.8K0.01%00.0%Unchanged
Keybank National Association3,518$272.3K0.00%−2,068−37.0%Reduced
Utah Retirement Systems3,508$271.5K0.00%00.0%Unchanged
Jones Financial Companies LLLP3,352$265.2K0.00%+818+32.3%Added
Maryland State Retirement & Pension System3,416$264.4K0.01%+552+19.3%Added
FJ Capital Management LLC3,409$263.9K0.03%+3,409New
Lewis Asset Management, LLC3,400$263.2K0.11%−200−5.6%Reduced
Walleye Capital LLC3,380$261.6K0.00%−81,632−96.0%Reduced
Rockefeller Capital Management L.P.3,364$260.4K0.00%+3,364New
Smith Group Asset Management, LLC3,305$255.8K0.01%−25−0.8%Reduced
Marex Group plc3,291$254.7K0.00%+3,291New
Global Trust Asset Management, LLC3,280$253.9K0.11%−683−17.2%Reduced
Delta Investment Management, LLC3,276$253.6K0.05%+3,276New
MidWestOne Financial Group, Inc.3,223$249.5K0.03%−41−1.3%Reduced
Rafferty Asset Management, LLC3,126$242.0K0.00%+591+23.3%Added
Fulton Bank, N.A.3,118$241.3K0.01%+279+9.8%Added
First Dallas Securities Inc.3,100$239.9K0.09%−125−3.9%Reduced
Pathstone Holdings, LLC3,059$236.8K0.00%+3,059New
PharVision Advisers, LLC3,035$234.9K0.13%+3,035New
Scotia Capital Inc.3,005$232.6K0.00%00.0%Unchanged
Modera Wealth Management, LLC3,001$232.3K0.00%+10.0%Added
Chicago Trust Co NA2,995$231.8K0.03%00.0%Unchanged
Associated Banc-Corp2,943$227.8K0.01%−237−7.5%Reduced
Campbell & CO Investment Adviser LLC2,889$223.6K0.02%+2,889New
SBI Securities Co., Ltd.2,887$223.5K0.01%+78+2.8%Added
ProShare Advisors LLC2,862$221.5K0.00%−130−4.3%Reduced
Mercer Global Advisors Inc2,839$219.7K0.00%−134−4.5%Reduced
QRG Capital Management, Inc.2,837$219.6K0.00%−1,787−38.6%Reduced
Shay Capital LLC2,785$215.6K0.04%−4,015−59.0%Reduced
Swiss Life Asset Management Ltd2,709$209.7K0.00%+2,709New
Stonekeep Investments, LLC2,673$206.9K0.13%+10+0.4%Added
Beverly Hills Private Wealth, LLC2,670$206.7K0.04%00.0%Unchanged
Johnson Investment Counsel Inc2,661$206.0K0.00%+244+10.1%Added
Birch Financial Group, LLC2,649$205.0K0.12%+8+0.3%Added
Winton Group Ltd2,642$204.5K0.01%+2,642New
Curated Wealth Partners LLC2,626$203.3K0.02%+48+1.9%Added
Point72 Asia (Singapore) Pte. Ltd.2,597$201.0K0.03%+2,597New
NBC Securities, Inc.2,535$196.2K0.02%−615−19.5%Reduced
1620 Investment Advisors, Inc.2,414$186.8K0.13%+81+3.5%Added
Tower Research Capital LLC (TRC)2,359$182.6K0.01%+509+27.5%Added
Asset Management One Co.,Ltd.2,187$169.3K0.00%+937+75.0%Added
Steward Partners Investment Advisory, LLC1,876$145.2K0.00%−18,022−90.6%Reduced
St Germain D J Co Inc1,831$141.7K0.01%+1,831New
Cubist Systematic Strategies, LLC1,800$139.3K0.00%+1,800New
KBC Group NV1,734$134.0K0.00%00.0%Unchanged
State of Wyoming1,730$133.9K0.02%−22−1.3%Reduced
Harbour Investments, Inc.1,722$133.3K0.00%+113+7.0%Added
STRS Ohio1,561$120.8K0.00%−9,385−85.7%Reduced
Nemes Rush Group LLC1,362$105.4K0.01%+95+7.5%Added
Crewe Advisors LLC1,357$105.0K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC1,338$103.6K0.01%00.0%Unchanged
CWM, LLC1,288$100.0K0.00%−787−37.9%Reduced
Covestor Ltd1,239$96.0K0.05%−83−6.3%Reduced
Kayne Anderson Rudnick Investment Management LLC1,238$95.8K0.00%−26−2.1%Reduced
MRP Capital Investments, LLC920$91.2K0.08%00.0%Unchanged
Aster Capital Management (DIFC) Ltd1,166$90.2K0.05%+1,166New
Bayforest Capital Ltd1,161$89.9K0.04%+1,051+955.5%Added
Farther Finance Advisors, LLC1,159$89.7K0.00%+945+441.6%Added
Schroder Investment Management Group1,106$87.4K0.00%−66,427−98.4%Reduced
Clearstead Advisors, LLC835$64.6K0.00%−318−27.6%Reduced
Caitong International Asset Management Co., Ltd822$63.6K0.04%+725+747.4%Added
Umb Bank N A768$59.4K0.00%+55+7.7%Added
Huntington National Bank764$59.1K0.00%+370+93.9%Added
Parkside Financial Bank & Trust723$56.0K0.00%−353−32.8%Reduced
Ronald Blue Trust, Inc.718$55.6K0.00%+705+5,423.1%Added
GAMMA Investing LLC683$52.9K0.00%−163−19.3%Reduced
SRS Capital Advisors, Inc.652$50.5K0.00%+340+109.0%Added
Johnson Financial Group, Inc.646$50.0K0.00%+477+282.2%Added
Advisors Asset Management, Inc.601$46.5K0.00%+39+6.9%Added
Truvestments Capital LLC599$46.4K0.01%−335−35.9%Reduced
Vestcor Inc587$45.0K0.00%+587New
Hantz Financial Services, Inc.526$41.0K0.00%+314+148.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.516$40.0K0.00%−26−4.8%Reduced
Spire Wealth Management512$39.6K0.00%00.0%Unchanged
Quarry LP470$36.4K0.01%−397−45.8%Reduced
Central Pacific Bank - Trust Division420$32.5K0.00%+30+7.7%Added
Smithfield Trust Co400$32.0K0.00%00.0%Unchanged
Fifth Third Bancorp407$31.5K0.00%−4,063−90.9%Reduced
Bank of Jackson Hole Trust400$31.0K0.02%00.0%Unchanged
Berbice Capital Management LLC400$31.0K0.02%00.0%Unchanged
Principal Securities, Inc.335$25.9K0.00%−18−5.1%Reduced
Y.D. More Investments Ltd319$25.2K0.00%−110−25.6%Reduced
Smartleaf Asset Management LLC293$23.2K0.00%+53+22.1%Added
TD Waterhouse Canada Inc.299$23.0K0.00%+92+44.4%Added
Wealthspire Advisors, LLC275$21.3K0.00%+275New
Bessemer Group Inc229$19.0K0.00%−368,752−99.9%Reduced
Salem Investment Counselors Inc216$16.7K0.00%−50−18.8%Reduced
Mirae Asset Global Investments Co., Ltd.206$15.9K0.00%−13−5.9%Reduced
Danske Bank A/S200$15.5K0.00%−74−27.0%Reduced
Ci Investments Inc.179$14.0K0.00%−65−26.6%Reduced
LRI Investments, LLC176$13.6K0.00%+176New
Rothschild Investment LLC170$13.2K0.00%+170New
Heritage Wealth Advisors167$12.9K0.00%00.0%Unchanged
Rise Advisors, LLC153$11.8K0.00%00.0%Unchanged
Chung Wu Investment Group, LLC150$11.6K0.01%+150New