FOUR Institutional Ownership & Shareholders
SHIFT4 PAYMENTS INC-CLASS A (FOUR) is currently held by 344 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.24B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Darlington Partners Capital Management, Lp is currently the largest disclosed institutional shareholder of FOUR tracked by InsiderSet, reporting ownership valued at approximately $348.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $286.69M, representing an estimated loss of -17.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed FOUR value among the investors covered in this analysis. Major shareholders include Darlington Partners Capital Management, Lp, Blackrock, Inc., Durable Capital Partners, and several other long-term asset managers with concentrated positions in SHIFT4 PAYMENTS INC-CLASS A (FOUR).
This page ranks the largest institutional FOUR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
344
Total Reported Value
$3.24B
Largest Holder
Darlington Partners Capital Management, Lp
Largest Position
$348.35M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Darlington Partners Capital Management, Lp | 15.38% | 7,161,844 | $348,352,092 | $286,688,615 | -$61,663,477 | -17.70% | |
| Blackrock, Inc. | 0.00% | 5,584,763 | $271,642,871 | $223,558,063 | -$48,084,808 | -17.70% | |
| Durable Capital Partners | Henry Ellenbogen | 2.09% | 4,423,633 | $215,165,509 | $177,078,029 | -$38,087,480 | -17.70% |
| Neuberger Berman Group Llc | 0.13% | 2,697,454 | $169,858,678 | $107,979,084 | -$61,879,594 | -36.43% | |
| Ensign Peak Advisors, Inc | 0.25% | 3,106,441 | $135,844,665 | $124,350,833 | -$11,493,832 | -8.46% | |
| Vanguard Capital Management Llc | 0.00% | 2,557,320 | $124,388,045 | $102,369,520 | -$22,018,525 | -17.70% | |
| Vanguard Portfolio Management Llc | 0.01% | 2,324,424 | $113,059,983 | $93,046,693 | -$20,013,290 | -17.70% | |
| Marshall Wace, Llp | 0.08% | 2,031,890 | $98,831,127 | $81,336,557 | -$17,494,570 | -17.70% | |
| State Street Corp | 0.00% | 1,974,769 | $96,040,616 | $79,050,003 | -$16,990,613 | -17.69% | |
| Spyglass Capital Management Llc | 4.83% | 1,833,803 | $89,196,178 | $73,407,134 | -$15,789,044 | -17.70% | |
| Fmr Llc | 0.00% | 1,693,517 | $82,372,686 | $67,791,486 | -$14,581,200 | -17.70% | |
| Geode Capital Management, Llc | 0.00% | 1,226,603 | $80,795,707 | $49,100,918 | -$31,694,789 | -39.23% | |
| Janus Henderson Group Plc | 0.04% | 1,804,347 | $78,904,094 | $72,228,010 | -$6,676,084 | -8.46% | |
| Citadel Advisors Llc | 0.03% | 1,246,944 | $60,651,356 | $49,915,168 | -$10,736,188 | -17.70% | |
| Clearbridge Investments, Llc | 0.05% | 1,196,187 | $58,182,521 | $47,883,366 | -$10,299,155 | -17.70% | |
| Point72 Asset Management, L.P. | 0.09% | 1,171,428 | $56,978,258 | $46,892,263 | -$10,085,995 | -17.70% | |
| Fuller & Thaler Asset Management, Inc. | 0.15% | 1,149,918 | $55,932,015 | $46,031,218 | -$9,900,797 | -17.70% | |
| Portolan Capital Management, Llc | 2.03% | 1,114,116 | $54,190,602 | $44,598,063 | -$9,592,539 | -17.70% | |
| Goodnow Investment Group, Llc | 5.29% | 1,047,530 | $50,951,859 | $41,932,626 | -$9,019,233 | -17.70% | |
| Ubs Group Ag | 0.01% | 1,035,766 | $50,379,659 | $41,461,713 | -$8,917,946 | -17.70% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 1,133,313 | $49,559,775 | $45,366,519 | -$4,193,256 | -8.46% | |
| Rice Hall James & Associates, Llc | 2.07% | 874,492 | $42,535,291 | $35,005,915 | -$7,529,376 | -17.70% | |
| Long Focus Capital Management, Llc | 1.61% | 812,000 | $39,495,680 | $32,504,360 | -$6,991,320 | -17.70% | |
| Private Management Group Inc | 0.94% | 735,225 | $35,761,344 | $29,431,057 | -$6,330,287 | -17.70% | |
| Goldman Sachs Group Inc | 0.00% | 703,783 | $34,231,989 | $28,172,433 | -$6,059,556 | -17.70% | |
| Norges Bank | 0.00% | 687,363 | $33,433,336 | $27,515,141 | -$5,918,195 | -17.70% | |
| Nomura Asset Management Co Ltd | 0.07% | 666,450 | $32,416,128 | $26,677,994 | -$5,738,135 | -17.70% | |
| Susquehanna International Group, Llp | 0.03% | 649,853 | $31,608,850 | $26,013,616 | -$5,595,234 | -17.70% | |
| Morgan Stanley | 0.00% | 615,940 | $29,959,351 | $24,656,078 | -$5,303,273 | -17.70% | |
| Charles Schwab Investment Management Inc | 0.00% | 515,500 | $25,073,920 | $20,635,465 | -$4,438,455 | -17.70% | |
| Brown Brothers Harriman & Co | 0.11% | 501,121 | $24,374,525 | $20,059,874 | -$4,314,651 | -17.70% | |
| Bank Of America Corp | 0.00% | 477,535 | $23,227,302 | $19,115,726 | -$4,111,576 | -17.70% | |
| Northern Trust Corp | 0.00% | 473,032 | $23,008,277 | $18,935,471 | -$4,072,806 | -17.70% | |
| Snyder Capital Management L P | 0.32% | 384,250 | $18,689,920 | $15,381,528 | -$3,308,393 | -17.70% | |
| Vanguard Fiduciary Trust Co | 0.00% | 371,168 | $18,053,612 | $14,857,855 | -$3,195,757 | -17.70% | |
| Dimensional Fund Advisors Lp | 0.00% | 340,440 | $16,559,001 | $13,627,813 | -$2,931,188 | -17.70% | |
| Maestria Partners Llc | 5.48% | 451,186 | $16,319,398 | $18,060,976 | +$1,741,578 | +10.67% | |
| Deutsche Bank Ag\ | 0.00% | 335,202 | $16,304,226 | $13,418,136 | -$2,886,090 | -17.70% | |
| Sg Americas Securities, Llc | 0.01% | 329,674 | $16,035,000 | $13,196,850 | -$2,838,150 | -17.70% | |
| Bank Of New York Mellon Corp | 0.00% | 315,954 | $15,368,003 | $12,647,639 | -$2,720,364 | -17.70% | |
| Fairview Capital Investment Management, Llc | 0.73% | 283,747 | $13,801,454 | $11,358,392 | -$2,443,062 | -17.70% | |
| Emeth Value Capital, Llc | 44.84% | 265,971 | $12,936,829 | $10,646,819 | -$2,290,010 | -17.70% | |
| Schwartz Investment Counsel Inc | 0.45% | 355,941 | $12,874,386 | $14,248,318 | +$1,373,932 | +10.67% | |
| Occam Crest Management Lp | 6.22% | 201,345 | $11,285,387 | $8,059,840 | -$3,225,547 | -28.58% | |
| Walleye Capital Llc | 0.05% | 227,005 | $11,041,523 | $9,087,010 | -$1,954,513 | -17.70% | |
| Quantinno Capital Management Lp | 0.01% | 225,825 | $10,984,128 | $9,039,775 | -$1,944,353 | -17.70% | |
| Raymond James Financial Inc | 0.00% | 196,136 | $9,540,031 | $7,851,324 | -$1,688,707 | -17.70% | |
| Invesco Ltd. | 0.00% | 169,413 | $8,240,248 | $6,781,602 | -$1,458,646 | -17.70% | |
| Palisade Capital Management, Lp | 0.35% | 167,072 | $8,126,382 | $6,687,892 | -$1,438,490 | -17.70% | |
| Rhumbline Advisers | 0.01% | 156,344 | $7,604,520 | $6,258,450 | -$1,346,070 | -17.70% |
Frequently asked questions about FOUR
Who are the largest institutional holders of FOUR?
The largest institutional holders of FOUR reported in the latest SEC Form 13F filings include Darlington Partners Capital Management, Lp, Blackrock, Inc., Durable Capital Partners, Neuberger Berman Group Llc, and Ensign Peak Advisors, Inc. InsiderSet ranks institutional holders by their latest reported FOUR position.
What is FOUR institutional ownership?
This page tracks FOUR positions reported by institutional investment managers through SEC Form 13F. SHIFT4 PAYMENTS INC-CLASS A (FOUR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FOUR?
InsiderSet currently tracks 344 institutional managers reporting FOUR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FOUR shareholders.
How much FOUR stock do institutions own?
Institutional investment managers disclosed approximately $3.24B in FOUR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FOUR institutional ownership last updated?
The latest FOUR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FOUR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FOUR position after the reporting date.
Are institutions buying or selling FOUR?
Institutional buying and selling can be analyzed by comparing FOUR positions across consecutive 13F reporting periods. InsiderSet's FOUR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FOUR ownership changes.
How has FOUR institutional ownership changed over time?
InsiderSet tracks FOUR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.