Shift4 Payments, Inc. (FOUR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

76,470,588Shares Outstanding

365,008Shares held by institutions

$20,535,350Value of institutional holdings

100.96%Institutional ownership %

0.39%Shares Changed QoQ

380No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Shift4 Payments, Inc. (NYSE:FOUR) is held by 380 institutional firms.

Institutional ownership in Shift4 Payments edged down to 101.0% in December 2025, compared to 112.8% in September 2025.
In percentage terms, this reflects as a holdings change of 0.39% quarter on quarter, and a decrease of 13.24% year over year.
The latest 13F cycle for Shift4 Payments reveals that of 380 total investors, 197 funds grew their exposure, whereas 150 reduced theirs and 33 made no changes.
Collectively, institutional investors increased their stake in Shift4 Payments to 77.20Mn shares as of December 2025, a change that is up by 296.23K shares quarter on quarter and down 267.29K shares year over year.
WASATCH ADVISORS LP continues to be the largest institutional holder of Shift4 Payments as of December 31, 2025, with a position of 6.78Mn shares, representing 8.86% of the company's outstanding stock.
Among the most significant buyers of Shift4 Payments during December 2025 were Durable Capital Partners LP (980.49K), BANK OF MONTREAL /CAN/ (844.75K), NORGES BANK (820.00K), MARSHALL WACE, LLP (816.15K), WASATCH ADVISORS LP (621.80K).
Leading sellers of Shift4 Payments stock in December 2025 included MORGAN STANLEY (1.20Mn), JENNISON ASSOCIATES LLC (1.13Mn), CIBC Private Wealth Group LLC (999.91K), Boston Partners (894.11K), Point72 Asset Management, L.P. (786.60K).
The top 10 institutional holders of Shift4 Payments for the quarter ending December 2025 included 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 (2.70Mn), UBS Group AG (2.08Mn), Clearbridge Investments, LLC (2.03Mn), STATE STREET CORP (2.02Mn), JANUS HENDERSON GROUP PLC (1.75Mn).

380 Institutional Holders

365,008 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
UBS Group AG	31 Dec, 2025	2,083,209	93,683	4.71%	$131,179,671.00
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
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	1,218,606	-128,351	-9.53%	$76,735,615.00
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
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
BROWN BROTHERS HARRIMAN & CO	31 Dec, 2025	891,981	-176,820	-16.54%	$56,168,044.00

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