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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
Tudor Investment Corp Et Al45,683$2.22M0.01%+45,683New
Tejara Capital Ltd45,600$2.22M0.91%+22,500+97.4%Added
Universal- Beteiligungs- und Servicegesellschaft mbH44,119$2.15M0.00%−3,214−6.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.43,168$2.10M0.00%+2,024+4.9%Added
Weiss Asset Management LP42,800$2.08M0.02%+42,800New
Hilton Capital Management, LLC42,452$2.06M0.14%+2,215+5.5%Added
Wells Fargo & Company42,227$2.05M0.00%−19,824−31.9%Reduced
Stifel Financial Corp41,668$2.03M0.00%−2,311−5.3%Reduced
HSBC Holdings PLC41,873$2.01M0.00%+41,873New
Manufacturers Life Insurance Company, The40,326$1.96M0.00%−1,182−2.8%Reduced
Diametric Capital, LP39,929$1.94M0.21%+20,426+104.7%Added
B. Metzler seel. Sohn & Co. AG39,649$1.93M0.02%−4,157−9.5%Reduced
Great West Life Assurance Co33,045$1.61M0.00%−16,223−32.9%Reduced
First Trust Advisors LP32,395$1.58M0.00%+16,932+109.5%Added
Aquatic Capital Management LLC32,208$1.57M0.05%+32,208New
Oak Thistle LLC31,581$1.54M0.15%+31,581New
Aurora Investment Counsel31,430$1.53M0.79%−567−1.8%Reduced
Squarepoint Ops LLC31,407$1.53M0.00%−126,754−80.1%Reduced
Toroso Investments, LLC30,665$1.49M0.00%−167−0.5%Reduced
Miller Value Partners, LLC29,965$1.46M0.34%−70−0.2%Reduced
MetLife Investment Management29,054$1.41M0.01%−7,146−19.7%Reduced
Register Financial Advisors LLC28,230$1.37M0.42%−5,300−15.8%Reduced
Police & Firemen's Retirement System of New Jersey27,810$1.35M0.01%−706−2.5%Reduced
Jain Global LLC27,795$1.35M0.02%+27,795New
Citigroup Inc27,685$1.35M0.00%+1,660+6.4%Added
Bank of Montreal27,210$1.32M0.00%+893+3.4%Added
State of New Jersey Common Pension Fund D26,897$1.31M0.00%−11,553−30.0%Reduced
Amalgamated Bank26,425$1.28M0.01%−5,847−18.1%Reduced
Fifth Third Bancorp26,400$1.28M0.00%−3,979−13.1%Reduced
Allstate Corp25,562$1.24M0.01%−1,957−7.1%Reduced
Ratan Capital Management LP25,053$1.22M0.39%−20,587−45.1%Reduced
Private Advisor Group, LLC24,677$1.20M0.01%+24,677New
Independent Financial Group, LLC24,525$1.19M0.02%−2,000−7.5%Reduced
State of Tennessee, Treasury Department24,518$1.19M0.00%−441−1.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,241$1.18M0.00%+8,578+54.8%Added
Treasurer of the State of North Carolina23,887$1.16M0.00%−4,450−15.7%Reduced
Spartan Wealth Advisory Services LLC23,694$1.15M0.09%+4,633+24.3%Added
Group One Trading, L.P.23,033$1.12M0.03%+23,033New
Vanguard Global Advisers, LLC22,941$1.12M0.00%−4,305−15.8%Reduced
National Bank of Canada22,700$1.10M0.00%−101,846−81.8%Reduced
Teachers Retirement System of the State of Kentucky22,610$1.10M0.01%00.0%Unchanged
Victory Capital Management Inc21,129$1.03M0.00%+12,044+132.6%Added
Argyle Capital Management Inc.20,500$997.1K0.29%+200+1.0%Added
Russell Investments Group, Ltd.20,251$985.0K0.00%+11,697+136.7%Added
Handelsbanken Fonder AB20,200$983.0K0.00%−800−3.8%Reduced
Edgestream Partners, L.P.19,721$959.2K0.03%+19,721New
XTX Topco Ltd19,185$933.2K0.01%−48,004−71.4%Reduced
Cetera Investment Advisers18,341$892.1K0.00%+2,902+18.8%Added
Triumph Capital Management17,861$868.8K0.16%+2,603+17.1%Added
Louisiana State Employees Retirement System17,200$836.6K0.01%−2,400−12.2%Reduced
American Century Companies Inc16,906$822.3K0.00%+7,542+80.5%Added
Intellectus Partners, LLC16,765$815.5K0.14%+473+2.9%Added
Walleye Trading LLC16,757$815.1K0.01%+16,757New
Public Employees Retirement System of Ohio16,384$796.9K0.00%−63,305−79.4%Reduced
Yousif Capital Management, LLC16,201$788.0K0.01%−3,394−17.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.15,622$759.9K0.00%−1,049−6.3%Reduced
MML Investors Services, LLC15,356$746.9K0.00%+695+4.7%Added
Evolve Private Wealth, LLC15,280$743.2K0.05%+15,280New
Farther Finance Advisors, LLC15,158$736.9K0.01%−40−0.3%Reduced
Summit Trail Advisors, LLC14,824$721.0K0.01%−4,150−21.9%Reduced
Two Sigma Investments, LP14,376$699.2K0.00%+6,500+82.5%Added
Quantbot Technologies LP14,341$697.5K0.03%+7,495+109.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,054$683.6K0.00%−2,875−17.0%Reduced
Arizona State Retirement System14,010$681.4K0.00%−2,697−16.1%Reduced
Campbell & CO Investment Adviser LLC13,966$679.3K0.04%+13,966New
Quantitative Investment Management, LLC13,918$676.0K0.07%+4,137+42.3%Added
State of Michigan Retirement System13,700$666.4K0.00%−2,600−16.0%Reduced
Vanguard Investments Australia, Ltd.13,595$661.3K0.00%−1,248−8.4%Reduced
New Mexico Educational Retirement Board13,400$652.0K0.02%00.0%Unchanged
KLP Kapitalforvaltning AS13,400$651.8K0.00%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC13,205$642.3K0.01%−1,931−12.8%Reduced
Holocene Advisors, LP13,108$637.6K0.00%+13,108New
Thrivent Financial for Lutherans13,036$634.0K0.00%−2,187−14.4%Reduced
GWM Advisors LLC12,927$628.8K0.00%+5,660+77.9%Added
Mariner, LLC12,867$625.8K0.00%−19,897−60.7%Reduced
Tower Research Capital LLC (TRC)12,769$621.1K0.02%+8,261+183.3%Added
Vident Advisory, LLC12,748$620.1K0.00%+3,916+44.3%Added
Harbor Capital Advisors, Inc.12,460$606.0K0.04%+12,460New
Truist Financial Corp12,192$593.0K0.00%+12,192New
Oregon Public Employees Retirement Fund12,125$589.8K0.01%−1,775−12.8%Reduced
Evergreen Capital Management LLC12,020$584.7K0.01%+5,515+84.8%Added
Corsair Capital Management, L.P.12,000$583.7K0.07%+12,000New
Bradley Foster & Sargent Inc11,744$571.2K0.01%−3,185−21.3%Reduced
Hexagon Capital Partners LLC11,613$564.9K0.08%−170−1.4%Reduced
Rockefeller Capital Management L.P.11,463$557.6K0.00%+1,583+16.0%Added
Savant Capital, LLC11,680$548.5K0.00%+11,680New
AlphaGrep UK Ltd11,265$547.9K0.17%+11,265New
Aristeia Capital LLC11,202$544.9K0.01%+11,202New
Annis Gardner Whiting Capital Advisors, LLC11,200$544.8K0.08%+11,200New
Janney Montgomery Scott LLC11,177$544.0K0.00%+1,047+10.3%Added
Schonfeld Strategic Advisors LLC10,966$533.4K0.00%+10,966New
Ameritas Investment Partners, Inc.10,804$525.5K0.01%−1,579−12.8%Reduced
RSM US Wealth Management LLC10,689$519.9K0.01%+2,430+29.4%Added
Eventide Asset Management, LLC10,706$516.4K0.01%+10,706New
Captrust Financial Advisors10,442$507.9K0.00%−365−3.4%Reduced
New Age Alpha Advisors, LLC10,032$488.0K0.02%−218−2.1%Reduced
Envestnet Asset Management Inc10,019$487.3K0.00%−522−5.0%Reduced
Retirement Planning Co of New England, Inc.9,327$453.7K0.16%+3,510+60.3%Added
Galaxy Digital Inc.8,902$433.0K0.07%00.0%Unchanged
Xponance, Inc.8,874$431.6K0.00%−5,772−39.4%Reduced