Shift4 Payments, Inc. (FOUR) Institutional Ownership

Ownership Summary

Shift4 Payments, Inc. (NYSE:FOUR) is held by 432 institutional investors per 13F filings through December 2025.

• These investors collectively held 96.8% of Shift4 Payments's outstanding shares in December 2025, down from 103.8% in September 2025.
• They increased total shares held in Shift4 Payments by 1.27% from the prior quarter, while the number of investors in FOUR decreased 1.14% year over year.
• Of these 432 holders, 226 added to their stakes in Shift4 Payments, 163 trimmed positions, and 43 made no changes.
• 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.
• As of December 31, 2025, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP held the largest stake in Shift4 Payments with 6.58Mn shares, accounting for 7.25% of total shares outstanding.
• The largest buyers of Shift4 Payments for the quarter ending December 2025 were Ensign Peak Advisors, Inc (3.11Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.29Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.02Mn), Janus Henderson Group Plc (1.86Mn), DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP (1.0Mn).
• The biggest sellers of Shift4 Payments for the quarter ending December 2025 included WASATCH ADVISORS LP (2.57Mn), FULLER & THALER ASSET MANAGEMENT, INC. (1.25Mn), Bank Of Montreal /Can/ (846.14K), Ameriprise Financial Inc (668.9K), Magnetar Financial LLC (539.34K).
• Shift4 Payments's 10 largest shareholders as of December 2025 include DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP (6.58Mn), BlackRock, Inc. (6.45Mn), Durable Capital Partners LP (6.17Mn), WASATCH ADVISORS LP (4.21Mn), Janus Henderson Group Plc (3.61Mn), Ensign Peak Advisors, Inc (3.11Mn), Neuberger Berman Group LLC (2.52Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.29Mn), UBS Group AG (2.15Mn), State Street Corp (2.07Mn) per Business Quant data.