Shift4 Payments, Inc. (FOUR) Institutional Ownership

Ownership Summary

A total of 446 institutions have reported a stake in Shift4 Payments, Inc. (NYSE:FOUR) as of September 2025, according to recent 13F filings with the SEC.

• The collective stake of institutional investors in Shift4 Payments moved to 97.6% in September 2025, a shift up from the 97.3% reported for June 2025.
• Quarterly data indicates a 0.74% shift in institutional share volume, and the annual owner count reflects an increase of 25.63%.
• The latest 13F cycle for Shift4 Payments reveals that of 446 total investors, 202 funds grew their exposure, whereas 196 reduced theirs and 48 made no changes.
• The total number of shares held by institutions in Shift4 Payments increased to 86.27Mn as of September 2025, a net change of up by 630.10K shares quarter on quarter, and up 14.16Mn shares year over year.
• With 6.31Mn shares, BlackRock, Inc. commands the largest institutional position in Shift4 Payments as of September 30, 2025, equating to 7.14% of the company.
• Among the most significant buyers of Shift4 Payments during September 2025 were Ensign Peak Advisors, Inc (1.36Mn), CIBC Bancorp USA Inc. (998.75K), MARSHALL WACE, LLP (771.01K), FULLER & THALER ASSET MANAGEMENT, INC. (676.28K), Neuberger Berman Group LLC (534.03K).
• Leading sellers of Shift4 Payments stock in September 2025 included ALLIANCEBERNSTEIN L.P. (1.42Mn), Durable Capital Partners LP (1.04Mn), Wolf Hill Capital Management, LP (788.85K), Senator Investment Group LP (527.82K), T. Rowe Price Investment Management, Inc. (395.10K).
• The top 10 institutional holders of Shift4 Payments for the quarter ending September 2025 included BlackRock, Inc. (6.31Mn), WASATCH ADVISORS LP (6.16Mn), VANGUARD GROUP INC (6.12Mn), Durable Capital Partners LP (5.63Mn), DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP (5.07Mn), Ensign Peak Advisors, Inc (2.46Mn), Neuberger Berman Group LLC (2.34Mn), MORGAN STANLEY (2.30Mn), JENNISON ASSOCIATES LLC (2.06Mn), STATE STREET CORP (2.01Mn).