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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, Q2 2026

Institutional positions in Shift4 Payments, Inc. as of Jun 30, 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
359
+11 vs. Q1 2026
Shares held
69.1M
+252.6K (+0.4%) vs. Q1 2026
Total value
$3.38B
+$368.9M (+12.2%) vs. Q1 2026
New holders
71
114 more added
Sold out
60
147 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 359 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 heldQ2 2026: $3.38B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2026.

Institutions holding FOUR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
MN Wealth Advisors, LLC4,044$196.7K0.08%+270+7.2%Added
Syon Capital LLC4,131$200.9K0.01%+4,131New
United Capital Financial Advisers, LLC4,154$202.1K0.00%+4,154New
VELA Investment Management, LLC4,166$202.6K0.05%−49,530−92.2%Reduced
Engineers Gate Manager LP4,426$215.3K0.00%+4,426New
SRS Capital Advisors, Inc.4,432$215.6K0.00%+4,432New
Securian Asset Management, Inc4,329$217.8K0.01%−591−12.0%Reduced
Centiva Capital, LP4,483$218.1K0.01%+4,483New
Verition Fund Management LLC4,500$218.9K0.00%+4,500New
Glenmede Trust Co NA4,546$221.1K0.00%−240−5.0%Reduced
Catalyst Funds Management Pty Ltd4,608$224.1K0.01%+4,608New
J.W. Cole Advisors, Inc.4,617$224.6K0.00%−1,270−21.6%Reduced
Marex Group plc4,648$226.1K0.00%−99,384−95.5%Reduced
Claret Asset Management Corp4,678$228.0K0.02%+4,678New
SBI Securities Co., Ltd.4,700$228.6K0.01%+886+23.2%Added
Voya Investment Management LLC4,736$230.4K0.00%−1,726−26.7%Reduced
Fulton Bank, N.A.4,760$231.5K0.01%+4,760New
Strive Financial Group ,LLC4,944$240.5K0.10%+993+25.1%Added
Cresset Asset Management, LLC4,965$241.5K0.00%−181−3.5%Reduced
Mitsubishi UFJ Trust & Banking Corp4,977$242.1K0.00%+4,977New
Moors & Cabot, Inc.5,015$243.9K0.01%−470−8.6%Reduced
Havemeyer Place LP5,085$247.3K0.02%−23,211−82.0%Reduced
Delta Investment Management, LLC5,115$248.8K0.04%+5,115New
Leonteq Securities AG5,189$252.4K0.02%−29,358−85.0%Reduced
Zions Bancorporation, National Association5,196$252.7K0.02%−5,549−51.6%Reduced
CWM Advisors, LLC5,265$256.1K0.01%+5,265New
Frec Markets, Inc.5,279$256.8K0.02%+5,279New
Jones Financial Companies LLLP5,416$258.1K0.00%+484+9.8%Added
1620 Investment Advisors, Inc.5,330$259.3K0.16%+1,999+60.0%Added
Harvest Portfolios Group Inc.5,364$260.9K0.00%+653+13.9%Added
Boothbay Fund Management, LLC5,390$262.2K0.01%+5,390New
Public Employees Retirement Association of Colorado5,482$267.0K0.00%00.0%Unchanged
JCSD Capital, LLC5,509$268.0K0.40%+5,000+982.3%Added
Qsemble Capital Management, LP5,521$268.5K0.03%−57,671−91.3%Reduced
Jump Financial, LLC5,614$273.1K0.00%+5,614New
BFSG, LLC5,670$275.8K0.02%+2,247+65.6%Added
Yorktown Management & Research Co Inc5,700$277.2K0.17%+5,700New
State of Alaska, Department of Revenue5,752$279.0K0.00%−1,014−15.0%Reduced
AQR Capital Management LLC6,008$287.0K0.00%+419+7.5%Added
Orion Capital Management LLC5,935$288.7K0.09%−2,150−26.6%Reduced
Kestra Advisory Services, LLC6,270$305.0K0.00%−1,833−22.6%Reduced
Pacer Advisors, Inc.6,539$318.0K0.00%−1,250−16.0%Reduced
Brevan Howard Capital Management LP6,562$319.2K0.00%−11,027−62.7%Reduced
Commonwealth Equity Services, LLC6,613$321.7K0.00%+643+10.8%Added
FIL Ltd6,821$331.8K0.00%−716,565−99.1%Reduced
Oppenheimer & Co Inc6,882$334.7K0.00%−8,523−55.3%Reduced
US Bancorp7,098$345.2K0.00%−8,120−53.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.7,235$351.9K0.00%+2,602+56.2%Added
ARGA Investment Management, LP7,238$352.1K0.01%+7,238New
Simplex Trading, LLC7,246$352.4K0.01%+7,246New
Wolverine Asset Management LLC7,456$362.7K0.00%+7,456New
Pictet Asset Management Holding SA7,464$363.0K0.00%−2,525−25.3%Reduced
CI Private Wealth, LLC7,496$364.6K0.00%−78,499−91.3%Reduced
JustInvest LLC7,526$366.1K0.00%−739−8.9%Reduced
Pier 88 Investment Partners LLC7,600$369.7K0.09%+1,500+24.6%Added
Flagship Harbor Advisors, LLC7,814$380.1K0.01%+140+1.8%Added
Amundi8,056$391.8K0.00%+1,641+25.6%Added
CSS LLC8,471$412.0K0.02%+744+9.6%Added
Fox Run Management, L.L.C.8,869$431.4K0.07%+8,869New
Xponance, Inc.8,874$431.6K0.00%−5,772−39.4%Reduced
Galaxy Digital Inc.8,902$433.0K0.07%00.0%Unchanged
Retirement Planning Co of New England, Inc.9,327$453.7K0.16%+3,510+60.3%Added
Envestnet Asset Management Inc10,019$487.3K0.00%−522−5.0%Reduced
New Age Alpha Advisors, LLC10,032$488.0K0.02%−218−2.1%Reduced
Captrust Financial Advisors10,442$507.9K0.00%−365−3.4%Reduced
Eventide Asset Management, LLC10,706$516.4K0.01%+10,706New
RSM US Wealth Management LLC10,689$519.9K0.01%+2,430+29.4%Added
Ameritas Investment Partners, Inc.10,804$525.5K0.01%−1,579−12.8%Reduced
Schonfeld Strategic Advisors LLC10,966$533.4K0.00%+10,966New
Janney Montgomery Scott LLC11,177$544.0K0.00%+1,047+10.3%Added
Annis Gardner Whiting Capital Advisors, LLC11,200$544.8K0.08%+11,200New
Aristeia Capital LLC11,202$544.9K0.01%+11,202New
AlphaGrep UK Ltd11,265$547.9K0.17%+11,265New
Savant Capital, LLC11,680$548.5K0.00%+11,680New
Rockefeller Capital Management L.P.11,463$557.6K0.00%+1,583+16.0%Added
Hexagon Capital Partners LLC11,613$564.9K0.08%−170−1.4%Reduced
Bradley Foster & Sargent Inc11,744$571.2K0.01%−3,185−21.3%Reduced
Corsair Capital Management, L.P.12,000$583.7K0.07%+12,000New
Evergreen Capital Management LLC12,020$584.7K0.01%+5,515+84.8%Added
Oregon Public Employees Retirement Fund12,125$589.8K0.01%−1,775−12.8%Reduced
Truist Financial Corp12,192$593.0K0.00%+12,192New
Harbor Capital Advisors, Inc.12,460$606.0K0.04%+12,460New
Vident Advisory, LLC12,748$620.1K0.00%+3,916+44.3%Added
Tower Research Capital LLC (TRC)12,769$621.1K0.02%+8,261+183.3%Added
Mariner, LLC12,867$625.8K0.00%−19,897−60.7%Reduced
GWM Advisors LLC12,927$628.8K0.00%+5,660+77.9%Added
Thrivent Financial for Lutherans13,036$634.0K0.00%−2,187−14.4%Reduced
Holocene Advisors, LP13,108$637.6K0.00%+13,108New
Northwestern Mutual Investment Management Company, LLC13,205$642.3K0.01%−1,931−12.8%Reduced
KLP Kapitalforvaltning AS13,400$651.8K0.00%00.0%Unchanged
New Mexico Educational Retirement Board13,400$652.0K0.02%00.0%Unchanged
Vanguard Investments Australia, Ltd.13,595$661.3K0.00%−1,248−8.4%Reduced
State of Michigan Retirement System13,700$666.4K0.00%−2,600−16.0%Reduced
Quantitative Investment Management, LLC13,918$676.0K0.07%+4,137+42.3%Added
Campbell & CO Investment Adviser LLC13,966$679.3K0.04%+13,966New
Arizona State Retirement System14,010$681.4K0.00%−2,697−16.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,054$683.6K0.00%−2,875−17.0%Reduced
Quantbot Technologies LP14,341$697.5K0.03%+7,495+109.5%Added
Two Sigma Investments, LP14,376$699.2K0.00%+6,500+82.5%Added
Summit Trail Advisors, LLC14,824$721.0K0.01%−4,150−21.9%Reduced