Shift4 Payments, Inc. (FOUR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

90,682,921Shares Outstanding

88,024,256Shares held by institutions

$3,763,917,187Value of institutional holdings

97.07%Institutional ownership %

1.29%Shares Changed QoQ

432No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Shift4 Payments, Inc. (NYSE:FOUR) appears in 432 institutional 13F filings for the quarter ending December 2025.

These investors held 96.8% of outstanding shares in December 2025, down from 103.8% in September 2025.
Their total shares held in FOUR increased 1.27% from the prior quarter, while the number of investors in Shift4 Payments decreased 1.14% year over year.
Of these 432 funds, 226 grew their exposure to Shift4 Payments, 163 cut back, and 43 maintained positions.
Combined, these investors held 87.82Mn shares in FOUR for December 2025, up by 1.1Mn shares quarter on quarter, and up 5.83Mn shares year over year.
As of December 31, 2025, the biggest holder of Shift4 Payments is WASATCH ADVISORS LP at 6.78Mn shares, representing 7.48% of shares outstanding.
Leading buyers of Shift4 Payments shares for the quarter ending December 2025 were FULLER & THALER ASSET MANAGEMENT, INC. (1.09Mn), Durable Capital Partners LP (980.48K), Bank Of Montreal /Can/ (844.75K), NORGES BANK (820.0K), MARSHALL WACE, LLP (816.16K).
The largest sales of FOUR for the quarter ending December 2025 came from Morgan Stanley (1.2Mn), JENNISON ASSOCIATES LLC (1.13Mn), CIBC Private Wealth Group LLC (999.91K), Boston Partners (894.11K), Bank Of America Corp /De/ (847.03K).
According to Business Quant data, leading holders of FOUR for December 2025 are WASATCH ADVISORS LP (6.78Mn), Durable Capital Partners LP (6.61Mn), BlackRock, Inc. (6.39Mn), VANGUARD GROUP INC (6.07Mn), DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP (5.57Mn), Neuberger Berman Group LLC (2.7Mn), FULLER & THALER ASSET MANAGEMENT, INC. (2.44Mn), UBS Group AG (2.08Mn), Clearbridge Investments, LLC (2.03Mn), State Street Corp (2.02Mn).

432 Institutional Holders

88,024,256 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
D. E. Shaw & Co., Inc.	31 Dec, 2025	1,550,707	-210,000	-11.93%	$123,984,858.00
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

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