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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 359 | $3.38B |
| Q1 2026 | 353 | $3.09B |
| Q4 2025 | 404 | $5.12B |
| Q3 2025 | 451 | $6.56B |
| Q2 2025 | 459 | $8.56B |
| Q1 2025 | 442 | $6.49B |
| Q4 2024 | 441 | $7.88B |
| Q3 2024 | 358 | $6.28B |
| Q2 2024 | 342 | $4.97B |
| Q1 2024 | 325 | $4.01B |
| Q4 2023 | 308 | $4.39B |
| Q3 2023 | 252 | $3.26B |
| Q2 2023 | 271 | $3.96B |
| Q1 2023 | 291 | $4.22B |
| Q4 2022 | 234 | $3.22B |
| Q3 2022 | 210 | $2.52B |
| Q2 2022 | 207 | $1.90B |
| Q1 2022 | 222 | $3.76B |
| Q4 2021 | 229 | $3.34B |
| Q3 2021 | 228 | $4.32B |
| Q2 2021 | 216 | $4.38B |
| Q1 2021 | 201 | $3.55B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 1,787 | $115.0K | 0.00% | +1,787 | New |
| Ares Systematic Credit Ltd | 1,591 | $127.2K | 0.10% | +1,591 | New |
| Harbour Investments, Inc. | 2,168 | $136.5K | 0.00% | +446+25.9% | Added |
| Rockefeller Capital Management L.P. | 2,220 | $139.8K | 0.00% | −1,144−34.0% | Reduced |
| PEAK6 LLC | 2,770 | $174.4K | 0.00% | −10,901−79.7% | Reduced |
| CIBC Private Wealth Group, LLC | 2,828 | $178.1K | 0.00% | −999,906−99.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,919 | $183.8K | 0.00% | +560+23.7% | Added |
| Scotia Capital Inc. | 3,199 | $201.4K | 0.00% | +194+6.5% | Added |
| 1620 Investment Advisors, Inc. | 3,215 | $202.5K | 0.13% | +801+33.2% | Added |
| Inceptionr LLC | 3,222 | $202.9K | 0.06% | +3,222 | New |
| SBI Securities Co., Ltd. | 3,245 | $204.3K | 0.01% | +358+12.4% | Added |
| M&T Bank Corp | 3,276 | $206.3K | 0.00% | −1,647−33.5% | Reduced |
| Parallel Advisors, LLC | 3,319 | $209.0K | 0.00% | −730−18.0% | Reduced |
| Curated Wealth Partners LLC | 3,380 | $212.8K | 0.02% | +754+28.7% | Added |
| FJ Capital Management LLC | 3,409 | $214.7K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,416 | $215.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,428 | $215.9K | 0.00% | −946−21.6% | Reduced |
| Marex Group plc | 3,487 | $219.6K | 0.00% | +196+6.0% | Added |
| Utah Retirement Systems | 3,508 | $220.9K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 3,532 | $222.4K | 0.00% | −3,343−48.6% | Reduced |
| Annex Advisory Services, LLC | 3,537 | $222.7K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 3,598 | $226.6K | 0.00% | +80+2.3% | Added |
| Militia Capital Partners, LP | 3,600 | $226.7K | 0.09% | −5,600−60.9% | Reduced |
| Associated Banc-Corp | 3,644 | $229.5K | 0.01% | +701+23.8% | Added |
| International Assets Investment Management, LLC | 3,740 | $235.5K | 0.02% | +3,740 | New |
| Jump Financial, LLC | 3,800 | $239.3K | 0.00% | −1,437−27.4% | Reduced |
| Headlands Technologies LLC | 3,945 | $248.4K | 0.02% | +3,945 | New |
| Shay Capital LLC | 4,000 | $251.9K | 0.04% | +1,215+43.6% | Added |
| Crossmark Global Holdings, Inc. | 4,020 | $253.1K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,045 | $254.7K | 0.01% | +927+29.7% | Added |
| Provident Investment Management, Inc. | 4,150 | $261.3K | 0.02% | +4,150 | New |
| Jones Financial Companies LLLP | 4,191 | $263.9K | 0.00% | +839+25.0% | Added |
| HMS Capital Management, LLC | 4,421 | $278.4K | 0.12% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 4,428 | $278.8K | 0.00% | −238,808−98.2% | Reduced |
| F/M Investments LLC | 4,453 | $280.4K | 0.01% | +4,453 | New |
| Cresset Asset Management, LLC | 4,493 | $282.9K | 0.00% | +731+19.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,304 | $283.5K | 0.00% | +657+18.0% | Added |
| Colony Group, LLC | 4,495 | $283.7K | 0.00% | +4,495 | New |
| Glenmede Trust Co NA | 4,516 | $284.4K | 0.00% | +4,516 | New |
| Savant Capital, LLC | 4,584 | $288.7K | 0.00% | −31−0.7% | Reduced |
| 9823 Capital, L.P. | 4,645 | $292.5K | 0.20% | +4,645 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,715 | $295.5K | 0.00% | −26,022−84.7% | Reduced |
| American Century Companies Inc | 4,694 | $295.6K | 0.00% | −428,424−98.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,801 | $302.3K | 0.00% | −4,911−50.6% | Reduced |
| Securian Asset Management, Inc | 4,920 | $309.8K | 0.01% | −100−2.0% | Reduced |
| Boothbay Fund Management, LLC | 4,926 | $310.2K | 0.01% | +4,926 | New |
| Beese Fulmer Investment Management, Inc. | 5,052 | $318.1K | 0.02% | +5,052 | New |
| Perigon Wealth Management, LLC | 5,135 | $323.4K | 0.01% | −7−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,150 | $324.3K | 0.01% | −80,581−94.0% | Reduced |
| Prasad Wealth Partners, LLC | 5,367 | $338.0K | 0.09% | −279−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,482 | $345.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,599 | $352.6K | 0.00% | +873+18.5% | Added |
| JustInvest LLC | 5,626 | $354.3K | 0.00% | +1,219+27.7% | Added |
| Retirement Planning Co of New England, Inc. | 5,722 | $360.3K | 0.14% | −686−10.7% | Reduced |
| New York Life Investment Management LLC | 5,838 | $367.6K | 0.00% | +5,838 | New |
| Vident Advisory, LLC | 5,973 | $376.1K | 0.00% | +1,476+32.8% | Added |
| HB Wealth Management, LLC | 6,215 | $391.4K | 0.00% | +24+0.4% | Added |
| Centiva Capital, LP | 6,248 | $393.4K | 0.02% | +6,248 | New |
| S.A. Mason LLC | 6,252 | $393.7K | 0.16% | +500+8.7% | Added |
| Mirabella Financial Services LLP | 6,438 | $405.4K | 0.04% | +6,438 | New |
| Voya Investment Management LLC | 6,490 | $408.7K | 0.00% | −20,727−76.2% | Reduced |
| Phoenix Holdings Ltd. | 6,503 | $409.1K | 0.00% | −195−2.9% | Reduced |
| Engineers Gate Manager LP | 6,625 | $417.2K | 0.00% | −1,902−22.3% | Reduced |
| State of Alaska, Department of Revenue | 6,766 | $426.0K | 0.00% | −590−8.0% | Reduced |
| MN Wealth Advisors, LLC | 6,771 | $426.4K | 0.22% | −1,194−15.0% | Reduced |
| IFP Advisors, Inc | 6,869 | $432.5K | 0.01% | +2,156+45.7% | Added |
| RSM US Wealth Management LLC | 6,785 | $437.2K | 0.01% | −364−5.1% | Reduced |
| Allianz SE | 7,260 | $457.2K | 0.01% | +7,260 | New |
| The PNC Financial Services Group, Inc. | 7,262 | $457.3K | 0.00% | −5,635−43.7% | Reduced |
| GWM Advisors LLC | 7,374 | $464.4K | 0.00% | +1,852+33.5% | Added |
| Triumph Capital Management | 7,648 | $481.6K | 0.10% | +1,772+30.2% | Added |
| Aristeia Capital LLC | 7,654 | $482.0K | 0.01% | +3,427+81.1% | Added |
| Flagship Harbor Advisors, LLC | 7,664 | $482.6K | 0.02% | −344−4.3% | Reduced |
| J.W. Cole Advisors, Inc. | 8,201 | $514.8K | 0.01% | +8,201 | New |
| Hancock Whitney Corp | 8,185 | $515.4K | 0.01% | −4,375−34.8% | Reduced |
| Kestra Advisory Services, LLC | 8,277 | $521.2K | 0.00% | −5−0.1% | Reduced |
| Orion Capital Management LLC | 8,395 | $528.6K | 0.18% | −2,390−22.2% | Reduced |
| Commonwealth Equity Services, LLC | 8,500 | $535.2K | 0.00% | −1,390−14.1% | Reduced |
| Creative Planning | 8,585 | $540.6K | 0.00% | +4,135+92.9% | Added |
| JCSD Capital, LLC | 8,709 | $548.4K | 0.76% | −15,000−63.3% | Reduced |
| Havemeyer Place LP | 8,825 | $555.7K | 0.11% | +8,825 | New |
| Galaxy Group Investments LLC | 8,902 | $560.6K | 0.08% | 00.0% | Unchanged |
| Boston Partners | 8,908 | $560.9K | 0.00% | −894,113−99.0% | Reduced |
| Legato Capital Management LLC | 9,118 | $574.2K | 0.05% | −2,717−23.0% | Reduced |
| Pictet Asset Management Holding SA | 9,268 | $583.6K | 0.00% | +802+9.5% | Added |
| Quantbot Technologies LP | 9,601 | $604.6K | 0.02% | +9,601 | New |
| Quantitative Investment Management, LLC | 9,621 | $605.0K | 0.06% | +9,621 | New |
| Eddie Patel Inc | 9,752 | $614.1K | 0.46% | +9,752 | New |
| Harbor Capital Advisors, Inc. | 9,838 | $619.0K | 0.05% | −46,238−82.5% | Reduced |
| AlphaGrep UK Ltd | 9,901 | $623.5K | 0.21% | +9,901 | New |
| Pier 88 Investment Partners LLC | 10,010 | $630.3K | 0.14% | +1,570+18.6% | Added |
| Corsair Capital Management, L.P. | 10,059 | $633.4K | 0.10% | −5,000−33.2% | Reduced |
| Janney Montgomery Scott LLC | 10,355 | $652.0K | 0.00% | −7,880−43.2% | Reduced |
| New Age Alpha Advisors, LLC | 10,489 | $660.5K | 0.03% | −4,338−29.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,499 | $661.0K | 0.01% | −1,473−12.3% | Reduced |
| Prana Capital Management, LP | 10,498 | $661.1K | 0.02% | +10,498 | New |
| Silvercrest Asset Management Group LLC | 11,073 | $697.3K | 0.00% | +831+8.1% | Added |
| SummitTX Capital, L.P. | 11,457 | $721.4K | 0.02% | +2,079+22.2% | Added |
| Hexagon Capital Partners LLC | 11,475 | $722.6K | 0.13% | +775+7.2% | Added |
| Captrust Financial Advisors | 11,826 | $744.7K | 0.00% | −4,210−26.3% | Reduced |