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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, Q1 2026

Institutional positions in Shift4 Payments, Inc. as of Mar 31, 2026. 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
353
−42 vs. Q4 2025
Shares held
70.7M
−3.29M (−4.5%) vs. Q4 2025
Total value
$3.09B
−$1.56B (−33.6%) vs. Q4 2025
New holders
65
135 more added
Sold out
107
121 more reduced

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 353 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 heldQ1 2026: $3.09B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2025.

Institutions holding FOUR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wyoming1$440.00%−623−99.8%Reduced
Huntington National Bank1$440.00%−22−95.7%Reduced
MV Capital Management, Inc.1$440.00%+1New
Manchester Capital Management LLC2$880.00%00.0%Unchanged
DecisionPoint Financial, LLC2$880.00%00.0%Unchanged
American Capital Advisory, LLC2$880.00%00.0%Unchanged
3 Factor Indexing, LLC2$880.00%+2New
TD Private Client Wealth LLC3$1310.00%−12−80.0%Reduced
Hughes Financial Services, LLC3$1310.00%+2+200.0%Added
SHP Wealth Management3$1310.00%+3New
Keating Financial Advisory Services, Inc.3$1310.00%+3New
Retirement Wealth Solutions LLC5$2190.00%−13−72.2%Reduced
Brown, Lisle/Cummings, Inc.5$2190.00%+5New
Cromwell Holdings LLC6$2620.00%00.0%Unchanged
Investors Portfolio Services LLC7$2840.00%+7New
Whipplewood Advisors, LLC7$3060.00%+7New
Quaker Wealth Management, LLC7$3070.00%+6+600.0%Added
Dunhill Financial, LLC7$3300.00%+5+250.0%Added
Horizon Investments, LLC8$3500.00%−2−20.0%Reduced
Transamerica Financial Advisors, Inc.9$3930.00%+8+800.0%Added
Breakwater Investment Management9$3940.00%+9New
Cornerstone Planning Group LLC11$4510.00%+6+120.0%Added
UMA Financial Services, Inc.11$4820.00%+11New
Rothschild Investment LLC12$5250.00%+2+20.0%Added
Bare Financial Services, Inc12$5250.00%+7+140.0%Added
Sachetta, LLC14$6130.00%+9+180.0%Added
RMG Wealth Management LLC15$6220.00%+15New
Fortitude Family Office, LLC15$6560.00%+15New
Twin Peaks Wealth Advisors, LLC16$7000.00%+16New
Clearstead Advisors, LLC20$8750.00%−290−93.5%Reduced
Rocky Mountain Advisers, LLC20$8750.00%00.0%Unchanged
Toronto Dominion Bank22$9780.00%+4+22.2%Added
Avion Wealth31$1.00K0.00%+31New
Vision Financial Markets LLC25$1.09K0.00%00.0%Unchanged
JPL Wealth Management, LLC35$1.53K0.00%+35New
Northwestern Mutual Wealth Management Co39$1.71K0.00%−33−45.8%Reduced
Rakuten Securities, Inc.40$1.75K0.00%00.0%Unchanged
Sapience Investments, LLC46$2.01K0.26%+46New
Main Street Group, LTD50$2.19K0.00%+50New
TD Waterhouse Canada Inc.57$2.42K0.00%+8+16.3%Added
Farmers & Merchants Investments Inc56$2.45K0.00%00.0%Unchanged
JNBA Financial Advisors56$2.45K0.00%+56New
Owl Creek Wealth Partners LLC62$2.71K0.00%+62New
Salem Investment Counselors Inc66$2.89K0.00%+66New
Assetmark, Inc76$3.32K0.00%−9−10.6%Reduced
Bell Investment Advisors, Inc84$3.67K0.00%+84New
CVA Family Office, LLC89$3.89K0.00%+9+11.3%Added
Kilter Group LLC92$4.02K0.00%+63+217.2%Added
Franklin Resources Inc108$4.72K0.00%−320−74.8%Reduced
North Star Investment Management Corp.110$4.81K0.00%+110New
Quarry LP111$4.85K0.00%−1,147−91.2%Reduced
Intentional Wealth Strategies, LLC112$4.90K0.00%+112New
Golden State Equity Partners125$5.47K0.00%+125New
Pier Capital, LLC131$5.73K0.00%00.0%Unchanged
Larson Financial Group LLC136$5.95K0.00%−19−12.3%Reduced
NBC Securities, Inc.150$6.56K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC150$6.56K0.00%+143+2,042.9%Added
Smartleaf Asset Management LLC152$6.63K0.00%−166−52.2%Reduced
Johnson Financial Group, Inc.169$7.39K0.00%00.0%Unchanged
Advisory Services Network, LLC192$8.39K0.00%+192New
Aster Capital Management (DIFC) Ltd105$8.58K0.00%−358−77.3%Reduced
Massmutual Trust Co FSB209$9.14K0.00%+110+111.1%Added
Mirae Asset Global Investments Co., Ltd.210$9.18K0.00%−38−15.3%Reduced
EverSource Wealth Advisors, LLC256$11.2K0.00%+154+151.0%Added
CX Institutional273$12.0K0.00%+273New
Los Angeles Capital Management LLC339$14.8K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.340$14.9K0.00%+340New
Lazard Asset Management LLC346$15.1K0.00%+329+1,935.3%Added
Harbour Investments, Inc.350$15.3K0.00%−1,818−83.9%Reduced
Signaturefd, LLC353$15.4K0.00%+297+530.4%Added
Walleye Capital LLC360$15.7K0.00%−29,526−98.8%Reduced
Federation des caisses Desjardins du Quebec370$16.2K0.00%−5,229−93.4%Reduced
Truvestments Capital LLC381$16.7K0.00%−166−30.3%Reduced
Vega Investment Solutions386$16.9K0.00%00.0%Unchanged
Bessemer Group Inc399$17.0K0.00%+233+140.4%Added
Allworth Financial LP403$17.6K0.00%+319+379.8%Added
Ronald Blue Trust, Inc.470$20.6K0.00%+28+6.3%Added
Sterling Capital Management LLC474$20.7K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC508$22.2K0.01%+218+75.2%Added
JCSD Capital, LLC509$22.3K0.03%−8,200−94.2%Reduced
Parkside Financial Bank & Trust510$22.3K0.00%+203+66.1%Added
MAI Capital Management571$25.0K0.00%+571New
Summer Road LLC750$32.8K0.02%00.0%Unchanged
LRI Investments, LLC774$33.8K0.00%+598+339.8%Added
Parallel Advisors, LLC779$34.1K0.00%−2,540−76.5%Reduced
Crewe Advisors LLC779$34.1K0.00%−536−40.8%Reduced
GAMMA Investing LLC808$35.3K0.00%−52−6.0%Reduced
Covestor Ltd845$37.0K0.03%−664−44.0%Reduced
CWM, LLC873$38.2K0.00%+230+35.8%Added
Nisa Investment Advisors, LLC905$39.6K0.00%+895+8,950.0%Added
Bayforest Capital Ltd1,102$48.2K0.05%+581+111.5%Added
Asset Management One Co.,Ltd.1,138$49.8K0.00%−183−13.9%Reduced
Advisors Asset Management, Inc.1,228$53.7K0.00%+314+34.4%Added
Pinnacle Wealth Planning Services, Inc.1,272$55.6K0.01%+909+250.4%Added
Provenance Wealth Advisors, LLC1,338$58.5K0.01%00.0%Unchanged
Nemes Rush Group LLC1,448$63.3K0.01%+89+6.5%Added
Hantz Financial Services, Inc.1,519$66.0K0.00%+677+80.4%Added
STRS Ohio1,583$69.2K0.00%−3−0.2%Reduced
Umb Bank N A1,584$69.3K0.00%+885+126.6%Added
KBC Group NV1,734$76.0K0.00%00.0%Unchanged