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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, Q4 2025

Institutional positions in Shift4 Payments, Inc. as of Dec 31, 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
404
−39 vs. Q3 2025
Shares held
81.3M
−3.14M (−3.7%) vs. Q3 2025
Total value
$5.12B
−$1.42B (−21.7%) vs. Q3 2025
New holders
75
136 more added
Sold out
114
158 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 404 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 heldQ4 2025: $5.12B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2025.

Institutions holding FOUR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Root Financial Partners, LLC1$630.00%−63−98.4%Reduced
Transamerica Financial Advisors, Inc.1$630.00%−1−50.0%Reduced
Quaker Wealth Management, LLC1$630.00%+1New
Hughes Financial Services, LLC1$630.00%+1New
Dunhill Financial, LLC2$980.00%+2New
Manchester Capital Management LLC2$1260.00%00.0%Unchanged
DecisionPoint Financial, LLC2$1260.00%00.0%Unchanged
American Capital Advisory, LLC2$1260.00%+2New
Principia Wealth Advisory, LLC2$1260.00%+2New
Rossby Financial, LCC3$1890.00%+3New
SJS Investment Consulting Inc.4$2520.00%00.0%Unchanged
Cornerstone Planning Group LLC5$3000.00%+5New
Kayne Anderson Rudnick Investment Management LLC5$3150.00%−1,233−99.6%Reduced
Bare Financial Services, Inc5$3150.00%00.0%Unchanged
Sachetta, LLC5$3150.00%00.0%Unchanged
Cromwell Holdings LLC6$3780.00%00.0%Unchanged
JFS Wealth Advisors, LLC7$4410.00%00.0%Unchanged
Rothschild Investment LLC10$6300.00%−160−94.1%Reduced
Nisa Investment Advisors, LLC10$6300.00%−15−60.0%Reduced
Horizon Investments, LLC10$6300.00%+10New
TD Private Client Wealth LLC15$9450.00%−4−21.1%Reduced
Capital Advisors, Ltd. LLC9$1.00K0.00%+2+28.6%Added
Lazard Asset Management LLC17$1.07K0.00%−7,778−99.8%Reduced
ZRC Wealth Management, LLC17$1.07K0.00%+17New
Retirement Wealth Solutions LLC18$1.13K0.00%+18New
Toronto Dominion Bank18$1.15K0.00%+18New
Rocky Mountain Advisers, LLC20$1.26K0.00%00.0%Unchanged
Huntington National Bank23$1.45K0.00%−741−97.0%Reduced
Vision Financial Markets LLC25$1.57K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd29$1.83K0.00%−793−96.5%Reduced
Kilter Group LLC29$1.83K0.00%+11+61.1%Added
Rakuten Securities, Inc.40$2.52K0.00%+23+135.3%Added
T. Rowe Price Investment Management, Inc.38$3.00K0.00%−62,542−99.9%Reduced
TD Waterhouse Canada Inc.49$3.08K0.00%−250−83.6%Reduced
Signaturefd, LLC56$3.53K0.00%−7−11.1%Reduced
Farmers & Merchants Investments Inc56$3.53K0.00%00.0%Unchanged
Strive Financial Group ,LLC56$3.53K0.00%+56New
Northwestern Mutual Wealth Management Co72$4.53K0.00%+33+84.6%Added
CVA Family Office, LLC80$5.04K0.00%−6−7.0%Reduced
Allworth Financial LP84$5.29K0.00%−1−1.2%Reduced
Assetmark, Inc85$5.35K0.00%+29+51.8%Added
Central Trust Co90$5.67K0.00%00.0%Unchanged
Massmutual Trust Co FSB99$6.23K0.00%+46+86.8%Added
EverSource Wealth Advisors, LLC102$6.42K0.00%+33+47.8%Added
Ancora Advisors, LLC111$6.99K0.00%+111New
Pier Capital, LLC131$8.25K0.00%−69,811−99.8%Reduced
Versant Capital Management, Inc147$9.26K0.00%+52+54.7%Added
NBC Securities, Inc.150$9.45K0.00%−2,385−94.1%Reduced
Fifth Third Bancorp154$9.70K0.00%−253−62.2%Reduced
Larson Financial Group LLC155$9.76K0.00%+134+638.1%Added
Global Retirement Partners, LLC158$9.95K0.00%+62+64.6%Added
Bessemer Group Inc166$10.0K0.00%−63−27.5%Reduced
Y.D. More Investments Ltd160$10.1K0.00%−159−49.8%Reduced
Heritage Wealth Advisors167$10.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.169$10.6K0.00%−477−73.8%Reduced
LRI Investments, LLC176$11.1K0.00%00.0%Unchanged
Global Trust Asset Management, LLC200$12.6K0.00%−3,080−93.9%Reduced
Danske Bank A/S200$12.6K0.00%00.0%Unchanged
Key Financial Inc200$12.6K0.00%+200New
Mirae Asset Global Investments Co., Ltd.248$15.6K0.00%+42+20.4%Added
Hilton Head Capital Partners, LLC290$18.3K0.01%+290New
Parkside Financial Bank & Trust307$19.3K0.00%−416−57.5%Reduced
Clearstead Advisors, LLC310$19.5K0.00%−525−62.9%Reduced
Smartleaf Asset Management LLC318$20.5K0.00%+25+8.5%Added
Los Angeles Capital Management LLC339$22.5K0.00%+339New
Pinnacle Wealth Planning Services, Inc.363$22.9K0.00%+363New
Alphadyne Asset Management LP370$23.3K0.00%+370New
SageView Advisory Group, LLC376$23.7K0.00%+376New
Vega Investment Solutions386$24.3K0.00%+386New
Bank of Jackson Hole Trust400$25.2K0.01%00.0%Unchanged
Franklin Resources Inc428$27.0K0.00%−328,507−99.9%Reduced
Ronald Blue Trust, Inc.442$27.8K0.00%−276−38.4%Reduced
Aster Capital Management (DIFC) Ltd463$29.2K0.01%−703−60.3%Reduced
Sterling Capital Management LLC474$29.8K0.00%+375+378.8%Added
Bayforest Capital Ltd521$32.8K0.02%−640−55.1%Reduced
Truvestments Capital LLC547$34.4K0.01%−52−8.7%Reduced
Vestcor Inc587$37.0K0.00%00.0%Unchanged
Schroder Investment Management Group597$38.5K0.00%−509−46.0%Reduced
State of Wyoming624$39.3K0.00%−1,106−63.9%Reduced
CWM, LLC643$40.0K0.00%−645−50.1%Reduced
Quadrant Capital Group LLC670$42.2K0.00%−6,007−90.0%Reduced
Umb Bank N A699$44.0K0.00%−69−9.0%Reduced
Summer Road LLC750$47.2K0.03%+750New
DV Trading LLC824$51.9K0.00%+824New
Hantz Financial Services, Inc.842$53.0K0.00%+316+60.1%Added
GAMMA Investing LLC860$54.2K0.00%+177+25.9%Added
Elequin Capital LP903$56.9K0.01%+903New
Advisors Asset Management, Inc.914$57.6K0.00%+313+52.1%Added
SRS Capital Advisors, Inc.1,131$71.2K0.00%+479+73.5%Added
Quarry LP1,258$79.2K0.01%+788+167.7%Added
Crewe Advisors LLC1,315$82.8K0.01%−42−3.1%Reduced
Provenance Wealth Advisors, LLC1,338$84.3K0.01%00.0%Unchanged
Nemes Rush Group LLC1,359$85.6K0.01%−3−0.2%Reduced
Asset Management One Co.,Ltd.1,321$86.6K0.00%−866−39.6%Reduced
Wexford Capital LP1,455$91.6K0.02%+1,455New
Covestor Ltd1,509$95.0K0.05%+270+21.8%Added
Steward Partners Investment Advisory, LLC1,579$99.4K0.00%−297−15.8%Reduced
STRS Ohio1,586$99.9K0.00%+25+1.6%Added
Farther Finance Advisors, LLC1,668$105.0K0.00%+509+43.9%Added
KBC Group NV1,734$109.0K0.00%00.0%Unchanged