Shift4 Payments, Inc. (FOUR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

90,682,921Shares Outstanding

79,755,331Shares held by institutions

$3,603,345,855Value of institutional holdings

87.95%Institutional ownership %

-0.24%Shares Changed QoQ

391No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Shift4 Payments, Inc. (NYSE:FOUR) has 432 institutional investors with active 13F positions as of December 2025.

Their combined ownership stood at 96.8% of outstanding shares in December 2025, down from 103.8% in September 2025.
Their total shares held in FOUR increased 1.27% quarter over quarter, and separately, investors owning Shift4 Payments decreased 1.14% from a year ago.
During the quarter, 226 of these 432 funds increased positions in FOUR, 163 reduced exposure, and 43 held steady.
In total, institutional investors held 87.82Mn shares in Shift4 Payments as of December 2025, up by 1.1Mn shares quarter on quarter, and up 5.83Mn shares year over year.
WASATCH ADVISORS LP is the top holder of Shift4 Payments as of December 31, 2025, with 4.21Mn shares representing 4.64% of outstanding stock.
Top purchasers of FOUR stock for the quarter ending December 2025 included LB Partners LLC (30.0K), Register Financial Advisors LLC (17.54K), Farther Finance Advisors, LLC (13.53K), OPPENHEIMER & CO INC (2.82K), OP Asset Management Ltd (2.39K).
Top sellers of FOUR stock for the quarter ending December 2025 included WASATCH ADVISORS LP (2.57Mn), SG Americas Securities, LLC (179.83K), OPPENHEIMER ASSET MANAGEMENT INC. (20.96K), JCSD Capital, LLC (8.2K), MN Wealth Advisors, LLC (3.0K).
Business Quant data shows the 10 biggest positions in Shift4 Payments as of December 2025 are held by WASATCH ADVISORS LP (4.21Mn), Maestria Partners LLC (516.19K), Retirement Systems of Alabama (82.83K), OPPENHEIMER ASSET MANAGEMENT INC. (59.01K), Register Financial Advisors LLC (33.53K), LB Partners LLC (30.0K), Louisiana State Employees Retirement System (19.6K), YOUSIF CAPITAL MANAGEMENT, LLC (19.6K), OP Asset Management Ltd (17.61K), Intellectus Partners, LLC (16.29K).

395 Institutional Holders

79,755,331 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WASATCH ADVISORS LP	31 Dec, 2025	6,778,925	621,797	10.10%	$426,868,907.00
Durable Capital Partners LP	31 Dec, 2025	6,606,969	980,485	17.43%	$416,040,838.00
BlackRock, Inc.	31 Dec, 2025	6,391,633	80,232	1.27%	$402,481,129.00
VANGUARD GROUP INC	31 Dec, 2025	6,070,018	-50,594	-0.83%	$382,229,034.00
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	31 Dec, 2025	5,571,725	500,000	9.86%	$350,851,523.00
Neuberger Berman Group LLC	31 Dec, 2025	2,697,454	352,730	15.04%	$169,858,678.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	2,437,212	1,090,255	80.94%	$153,471,230.00
UBS Group AG	31 Dec, 2025	2,079,709	90,183	4.53%	$130,959,276.00
Clearbridge Investments, LLC	31 Dec, 2025	2,025,529	31,245	1.57%	$127,547,538.00
State Street Corp	31 Dec, 2025	2,020,076	12,662	0.63%	$127,204,186.00
Janus Henderson Group Plc	31 Dec, 2025	1,746,447	-74,841	-4.11%	$109,973,479.00
Spyglass Capital Management LLC	31 Dec, 2025	1,697,920	455,707	36.69%	$106,918,022.00
MARSHALL WACE, LLP	31 Dec, 2025	1,655,485	816,155	97.24%	$104,245,892.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,367,881	57,282	4.37%	$86,152,635.00
ShawSpring Partners LLC	31 Dec, 2025	1,148,861	-102,513	-8.19%	$72,343,777.00
FIL Ltd	31 Dec, 2025	1,131,234	-298	-0.03%	$71,233,805.00
Morgan Stanley	31 Dec, 2025	1,101,671	-1,198,818	-52.11%	$69,372,312.00
Raymond James Financial Inc	31 Dec, 2025	986,093	-115,935	-10.52%	$62,951,389.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	925,232	-1,130,824	-55.00%	$58,261,884.00
NOMURA ASSET MANAGEMENT CO LTD	31 Dec, 2025	902,016	-108,344	-10.72%	$56,799,947.00

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