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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 46,549 | $2.04M | 0.00% | 00.0% | Unchanged |
| Ratan Capital Management LP | 45,640 | $2.00M | 0.74% | −40,063−46.7% | Reduced |
| Stifel Financial Corp | 43,979 | $1.92M | 0.00% | −826−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 43,806 | $1.92M | 0.02% | −28,337−39.3% | Reduced |
| Manufacturers Life Insurance Company, The | 41,508 | $1.82M | 0.00% | −7,766−15.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 41,144 | $1.80M | 0.00% | +1,621+4.1% | Added |
| Hilton Capital Management, LLC | 40,237 | $1.76M | 0.13% | +5,468+15.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,145 | $1.76M | 0.00% | +6,138+18.0% | Added |
| Main Street Financial Solutions, LLC | 38,700 | $1.69M | 0.12% | +38,700 | New |
| Quantinno Capital Management LP | 38,688 | $1.69M | 0.00% | −39,063−50.2% | Reduced |
| State of New Jersey Common Pension Fund D | 38,450 | $1.68M | 0.01% | +5,830+17.9% | Added |
| MetLife Investment Management | 36,200 | $1.58M | 0.01% | +170.0% | Added |
| Leonteq Securities AG | 34,547 | $1.51M | 0.09% | +1,894+5.8% | Added |
| Register Financial Advisors LLC | 33,530 | $1.47M | 0.54% | +17,535+109.6% | Added |
| Mariner, LLC | 32,764 | $1.43M | 0.00% | +12,320+60.3% | Added |
| Amalgamated Bank | 32,272 | $1.41M | 0.01% | −1,219−3.6% | Reduced |
| Aurora Investment Counsel | 31,997 | $1.40M | 0.78% | +3,021+10.4% | Added |
| Toroso Investments, LLC | 30,832 | $1.35M | 0.00% | −120,184−79.6% | Reduced |
| Fifth Third Bancorp | 30,379 | $1.33M | 0.00% | +30,225+19,626.6% | Added |
| Miller Value Partners, LLC | 30,035 | $1.31M | 0.34% | +30,035 | New |
| GM Advisory Group, Inc. | 30,025 | $1.31M | 0.05% | 00.0% | Unchanged |
| LB Partners LLC | 30,000 | $1.31M | 1.18% | +30,000 | New |
| Police & Firemen's Retirement System of New Jersey | 28,516 | $1.25M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 28,337 | $1.24M | 0.00% | +601+2.2% | Added |
| Havemeyer Place LP | 28,296 | $1.24M | 0.14% | +19,471+220.6% | Added |
| Axq Capital, LP | 27,618 | $1.21M | 0.16% | +27,618 | New |
| FORA Capital, LLC | 27,586 | $1.21M | 0.09% | +27,586 | New |
| Allstate Corp | 27,519 | $1.20M | 0.01% | +27,519 | New |
| Kurv Investment Management LLC | 27,412 | $1.20M | 1.26% | +10,934+66.4% | Added |
| Vanguard Global Advisers, LLC | 27,246 | $1.19M | 0.00% | +27,246 | New |
| Independent Financial Group, LLC | 26,525 | $1.16M | 0.03% | +1,960+8.0% | Added |
| Bank of Montreal | 26,317 | $1.15M | 0.00% | −846,136−97.0% | Reduced |
| Citigroup Inc | 26,025 | $1.14M | 0.00% | +7,101+37.5% | Added |
| Game Creek Capital, LP | 25,000 | $1.09M | 0.42% | −55,000−68.8% | Reduced |
| State of Tennessee, Treasury Department | 24,959 | $1.09M | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 24,044 | $1.05M | 0.03% | −256,262−91.4% | Reduced |
| Millennium Management LLC | 23,834 | $1.04M | 0.00% | −4,231−15.1% | Reduced |
| Tejara Capital Ltd | 23,100 | $1.01M | 0.33% | +1,900+9.0% | Added |
| Creative Planning | 22,869 | $1.00M | 0.00% | +14,284+166.4% | Added |
| Teachers Retirement System of the State of Kentucky | 22,610 | $988.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 21,000 | $918.3K | 0.03% | +21,000 | New |
| Handelsbanken Fonder AB | 21,000 | $918.0K | 0.00% | −2,500−10.6% | Reduced |
| IMA Wealth, Inc. | 20,973 | $917.1K | 0.09% | −60−0.3% | Reduced |
| Argyle Capital Management Inc. | 20,300 | $887.7K | 0.29% | +1,050+5.5% | Added |
| Louisiana State Employees Retirement System | 19,600 | $857.1K | 0.02% | +900+4.8% | Added |
| Yousif Capital Management, LLC | 19,595 | $856.9K | 0.01% | −1,262−6.1% | Reduced |
| Diametric Capital, LP | 19,503 | $852.9K | 0.22% | +3,006+18.2% | Added |
| Spartan Wealth Advisory Services LLC | 19,061 | $833.5K | 0.07% | +19,061 | New |
| Summit Trail Advisors, LLC | 18,974 | $829.7K | 0.01% | +2,936+18.3% | Added |
| Brevan Howard Capital Management LP | 17,589 | $769.2K | 0.01% | +17,589 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,929 | $740.3K | 0.00% | +21+0.1% | Added |
| Arizona State Retirement System | 16,707 | $730.6K | 0.00% | −336−2.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,671 | $729.0K | 0.00% | −2,115−11.3% | Reduced |
| State of Michigan Retirement System | 16,300 | $712.8K | 0.00% | +300+1.9% | Added |
| Intellectus Partners, LLC | 16,292 | $712.5K | 0.15% | +277+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,663 | $684.9K | 0.00% | +3,359+27.3% | Added |
| First Trust Advisors LP | 15,463 | $676.2K | 0.00% | −7,181−31.7% | Reduced |
| Cetera Investment Advisers | 15,439 | $675.1K | 0.00% | +1,892+14.0% | Added |
| Loomis Sayles & Co L P | 15,406 | $673.7K | 0.00% | −181,069−92.2% | Reduced |
| Oppenheimer & Co Inc | 15,405 | $673.7K | 0.01% | +2,822+22.4% | Added |
| Triumph Capital Management | 15,258 | $667.2K | 0.14% | +7,610+99.5% | Added |
| Thrivent Financial for Lutherans | 15,223 | $666.0K | 0.00% | +9+0.1% | Added |
| US Bancorp | 15,218 | $665.5K | 0.00% | −9,711−39.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 15,217 | $665.4K | 0.12% | +15,188+52,372.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,136 | $661.9K | 0.01% | +19+0.1% | Added |
| Bradley Foster & Sargent Inc | 14,929 | $652.8K | 0.01% | −6,310−29.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 14,843 | $649.1K | 0.00% | +14,843 | New |
| Farther Finance Advisors, LLC | 15,198 | $647.6K | 0.01% | +13,530+811.2% | Added |
| MML Investors Services, LLC | 14,661 | $641.1K | 0.00% | +2,080+16.5% | Added |
| Xponance, Inc. | 14,646 | $640.5K | 0.00% | +1,819+14.2% | Added |
| Oregon Public Employees Retirement Fund | 13,900 | $607.8K | 0.01% | +400+3.0% | Added |
| Readystate Asset Management LP | 13,660 | $597.4K | 0.03% | +13,660 | New |
| New Mexico Educational Retirement Board | 13,400 | $586.0K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 13,400 | $586.0K | 0.00% | +500+3.9% | Added |
| RD Finance Ltd | 12,700 | $555.0K | 0.63% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,383 | $541.5K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11,783 | $515.3K | 0.08% | +308+2.7% | Added |
| Virtu Financial LLC | 11,610 | $508.0K | 0.02% | −14,206−55.0% | Reduced |
| Alphadyne Asset Management LP | 11,123 | $486.4K | 0.06% | +10,753+2,906.2% | Added |
| Captrust Financial Advisors | 10,807 | $472.6K | 0.00% | −1,019−8.6% | Reduced |
| Zions Bancorporation, National Association | 10,745 | $469.9K | 0.03% | −6,784−38.7% | Reduced |
| Envestnet Asset Management Inc | 10,541 | $461.0K | 0.00% | −12,199−53.6% | Reduced |
| SummitTX Capital, L.P. | 10,483 | $458.4K | 0.01% | −974−8.5% | Reduced |
| Natixis Advisors, L.P. | 10,373 | $454.0K | 0.00% | −4,579−30.6% | Reduced |
| New Age Alpha Advisors, LLC | 10,250 | $448.2K | 0.02% | −239−2.3% | Reduced |
| Janney Montgomery Scott LLC | 10,130 | $443.0K | 0.00% | −225−2.2% | Reduced |
| Pictet Asset Management Holding SA | 9,989 | $436.8K | 0.00% | +721+7.8% | Added |
| Rockefeller Capital Management L.P. | 9,880 | $432.1K | 0.00% | +7,660+345.0% | Added |
| Quantitative Investment Management, LLC | 9,781 | $427.0K | 0.04% | +160+1.7% | Added |
| Legato Capital Management LLC | 9,508 | $415.8K | 0.04% | +390+4.3% | Added |
| American Century Companies Inc | 9,364 | $409.5K | 0.00% | +4,670+99.5% | Added |
| Victory Capital Management Inc | 9,085 | $397.3K | 0.00% | −17,651−66.0% | Reduced |
| Galaxy Digital Inc. | 8,902 | $389.3K | 0.06% | +8,902 | New |
| Vident Advisory, LLC | 8,832 | $386.2K | 0.00% | +2,859+47.9% | Added |
| OP Asset Management Ltd | 8,807 | $385.1K | 0.00% | −6,413−42.1% | Reduced |
| Russell Investments Group, Ltd. | 8,554 | $374.1K | 0.00% | −15,863−65.0% | Reduced |
| JustInvest LLC | 8,265 | $361.4K | 0.00% | +2,639+46.9% | Added |
| RSM US Wealth Management LLC | 8,259 | $361.2K | 0.00% | +1,474+21.7% | Added |
| Kestra Advisory Services, LLC | 8,103 | $354.3K | 0.00% | −174−2.1% | Reduced |
| Orion Capital Management LLC | 8,085 | $353.6K | 0.12% | −310−3.7% | Reduced |