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Shift4 Payments Inc (FOUR)

CUSIP: 82452J109 | NYSE | Technology · Software - Infrastructure | Mid Cap | 1124 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Private Management Group Inc913,959
0.9% of portfolio›$33.1M
Maestria Partners LLC451,186
5.5% of portfolio›$16.3M
Schwartz Investment Counsel Inc355,941
0.4% of portfolio›$12.9M
Dimensional Fund Advisors LP344,961
0.0% of portfolio›$12.5M
Bank of New York Mellon Corp280,048
0.0% of portfolio›$10.1M
LB Partners LLC156,500
3.7% of portfolio›$5.7M
Barclays PLC136,554
0.0% of portfolio›$4.9M
Hunter Associates Investment Management LLC128,620
0.0% of portfolio›$4.6K
Principal Financial Group Inc128,458
0.0% of portfolio›$4.6M
Kornitzer Capital Management Inc95,851
0.1% of portfolio›$3.5M
Nicholas Company, Inc.94,073
0.1% of portfolio›$3.4M
Mutual of America Capital Management LLC72,880
0.0% of portfolio›$2.6M
New York State Teachers Retirement System68,798
0.0% of portfolio›$2.5K
Cambridge Investment Research Advisors, Inc.67,856
0.0% of portfolio›$2.5K
Axxion S.A.64,740
0.2% of portfolio›$2.3M
Register Financial Advisors LLC61,175
0.7% of portfolio›$2.2M
Retirement Systems of Alabama57,825
0.0% of portfolio›$2.1M
Kestrel Investment Management Corp52,600
1.1% of portfolio›$1.9M
Creative Planning44,896
0.0% of portfolio›$1.6M
Annex Advisory Services, LLC41,467
0.0% of portfolio›$1.5M
Oak Thistle LLC40,668
0.1% of portfolio›$1.5M
Oppenheimer Asset Management Inc.31,858
0.0% of portfolio›$1.2M
Amalgamated Bank25,538
0.0% of portfolio›$924
Citigroup Inc25,278
0.0% of portfolio›$914.3K
Arga Investment Management, LP24,604
0.0% of portfolio›$889.9K
State of New Jersey Common Pension Fund D24,507
0.0% of portfolio›$886.4K
Simplex Trading, LLC22,243
0.0% of portfolio›$804.5K
Independent Financial Group, LLC21,750
0.0% of portfolio›$786.7K
Argyle Capital Management, LLC21,600
0.2% of portfolio›$781.3K
Wolverine Asset Management LLC20,656
0.0% of portfolio›$747.1K
Imc-Chicago, LLC20,271
0.0% of portfolio›$733.2K
Leonteq Securities AG19,302
0.0% of portfolio›$698.2K
Louisiana State Employees Retirement System16,700
0.0% of portfolio›$604.0K
Farther Finance Advisors, LLC15,697
0.0% of portfolio›$567.8K
Yousif Capital Management, LLC14,610
0.0% of portfolio›$528.4K
Arizona State Retirement System13,971
0.0% of portfolio›$505.3K
New Mexico Educational Retirement Board13,400
0.0% of portfolio›$485
Truist Financial Corp13,388
0.0% of portfolio›$484.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,382
0.0% of portfolio›$484.0K
State of Michigan Retirement System13,200
0.0% of portfolio›$477.4K
Thrivent Financial for Lutherans12,285
0.0% of portfolio›$444
Fulcrum Asset Management LLP11,985
0.0% of portfolio›$444.4K
Oregon Public Employees Retirement Fund11,625
0.0% of portfolio›$420.5K
CenterBook Partners LP11,356
0.0% of portfolio›$410.7K
Fifth Third Bancorp10,928
0.0% of portfolio›$395.3K
Mariner Investment Group LLC10,000
0.1% of portfolio›$361.7K
Retirement Planning Co of New England, Inc.9,447
0.1% of portfolio›$341.7K
Oppenheimer & Co Inc9,207
0.0% of portfolio›$333.0K
Xponance LLC8,688
0.0% of portfolio›$314.2K
Choreo, LLC8,446
0.0% of portfolio›$305.5K
Flagship Harbor Advisors, LLC7,814
0.0% of portfolio›$282.6K
Pictet Asset Management Holding SA7,464
0.0% of portfolio›$270.0K
Mitsubishi UFJ Asset Management Co., Ltd.6,852
0.0% of portfolio›$247.8K
Bfsg, LLC6,810
0.0% of portfolio›$246.3K
Kestra Advisory Services, LLC6,292
0.0% of portfolio›$227.6K
Commonwealth Equity Services, LLC6,033
0.0% of portfolio›$218.2K
Evergreen Capital Management LLC5,991
0.0% of portfolio›$216.7K
US Bancorp \de\5,335
0.0% of portfolio›$193.0K
State of Alaska, Department of Revenue5,315
0.0% of portfolio›$192
1620 Investment Advisors, Inc.4,878
0.1% of portfolio›$176.4K
SBI Securities Co., Ltd.4,640
0.0% of portfolio›$167.8K
Securian Asset Management, Inc4,118
0.0% of portfolio›$148.9K
Pier 88 Investment Partners LLC3,800
0.0% of portfolio›$137.4K
Zions Bancorporation, National Association3,139
0.0% of portfolio›$113.5K
Birch Financial Group, LLC2,367
0.0% of portfolio›$85.6K
Nykredit A/S2,326
0.0% of portfolio›$84.1K
Eurizon Capital SGR S.p.A.2,098
0.0% of portfolio›$77.9K
PNC Financial Services Group, Inc.2,025
0.0% of portfolio›$73.2K
Cassaday & Co Wealth Management LLC2,000
0.0% of portfolio›$72.3K
Nemes Rush Group LLC1,828
0.0% of portfolio›$66.1K
Planning Strategies Inc.1,743
0.0% of portfolio›$63.0K
KBC Group NV1,734
0.0% of portfolio›$63
Triumph Capital Management1,485
0.0% of portfolio›$53.7K
Bayforest Capital Ltd1,403
0.1% of portfolio›$50.7K
IFP Advisors, Inc1,382
0.0% of portfolio›$50.0K
Covestor Ltd1,202
0.0% of portfolio›$43
SJS Investment Consulting Inc.1,156
0.0% of portfolio›$41.8K
Asset Management One Co., Ltd.1,145
0.0% of portfolio›$41.4K
Sterling Capital Management LLC1,043
0.0% of portfolio›$37.7K
Parallel Advisors, LLC1,013
0.0% of portfolio›$36.6K
Gamma Investing LLC844
0.0% of portfolio›$30.5K
Signaturefd, LLC841
0.0% of portfolio›$30.4K
Strs Ohio770
0.0% of portfolio›$27.9K
Summer Road LLC750
0.0% of portfolio›$27.1K
Pinnacle Wealth Planning Services, Inc.731
0.0% of portfolio›$26.4K
Caitong International Asset Management Co., Ltd610
0.0% of portfolio›$22.1K
Versant Capital Management, Inc518
0.0% of portfolio›$18.7K
Heritage Family Offices, LLP499
0.0% of portfolio›$18.0K
Mather Group, Llc.475
0.0% of portfolio›$17.2K
Larson Financial Group LLC464
0.0% of portfolio›$16.8K
Parkside Financial Bank & Trust438
0.0% of portfolio›$15.8K
TD Waterhouse Canada Inc.414
0.0% of portfolio›$14.7K
Fortitude Family Office, LLC330
0.0% of portfolio›$11.9K
Allworth Financial LP310
0.0% of portfolio›$15.1K
Daytona Street Capital LLC230
0.0% of portfolio›$8.3K
North Star Investment Management Corp.210
0.0% of portfolio›$7.6K
Elyxium Wealth, LLC201
0.0% of portfolio›$7.3K
EverSource Wealth Advisors, LLC160
0.0% of portfolio›$5.8K
Lanark Financial, Inc.150
0.0% of portfolio›$5.4K
Hilton Head Capital Partners, LLC145
0.0% of portfolio›$5.2K
Ascentis Independent Advisors125
0.0% of portfolio›$4.5K
Pension & Wealth Management Advisors, Inc.111
0.0% of portfolio›$4.0K
MassMutual Private Wealth & Trust, FSB107
0.0% of portfolio›$3.9K
Owl Creek Wealth Partners LLC62
0.0% of portfolio›$2.2K
Farmers & Merchants Investments Inc56
0.0% of portfolio›$2.0K
Main Street Group, LTD50
0.0% of portfolio›$1.8K
True Wealth Design, LLC47
0.0% of portfolio›$1.7K
Latitude Advisors, LLC45
0.0% of portfolio›$1.6K
Vision Financial Markets LLC25
0.0% of portfolio›$897
Clearstead Advisors, LLC23
0.0% of portfolio›$832
Clark Wealth Partners22
0.0% of portfolio›$796
MV Capital Management, Inc.21
0.0% of portfolio›$760
Retirement Wealth Solutions LLC21
0.0% of portfolio›$760
Cromwell Holdings LLC18
0.0% of portfolio›$651
Jacobi Capital Management LLC15
0.0% of portfolio›$543
Elevation Wealth Partners, LLC15
0.0% of portfolio›$543
Bare Financial Services, Inc12
0.0% of portfolio›$434
Blue Trust, Inc.11
0.0% of portfolio›$398
Horizon Financial Services, LLC10
0.0% of portfolio›$362
Nisa Investment Advisors, LLC9
0.0% of portfolio›$326
Root Financial Partners, LLC6
0.0% of portfolio›$217
Proathlete Wealth Management LLC5
0.0% of portfolio›$180
Brown, Lisle Ings, Inc.5
0.0% of portfolio›$181
Hughes Financial Services, LLC2
0.0% of portfolio›$79
Valley National Advisers Inc2
0.0% of portfolio›$73
Silver Grove Financial Group, Inc.1
0.0% of portfolio›$36
Assetmark, Inc1
0.0% of portfolio›$36
CoreCap Advisors, LLC1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Private Management Group Inc
913,959$33.1M0.9%YieldLowIrvine, CA2026-11-04
Maestria Partners LLC
451,186$16.3M5.5%GARPLowAtlanta, GA2026-10-22
Schwartz Investment Counsel Inc
355,941$12.9M0.4%GrowthMediumPlymouth, MI2026-10-26
Dimensional Fund Advisors LP
344,961$12.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
280,048$10.1M0.0%CoreLowNew York, NY2026-11-05
LB Partners LLC
156,500$5.7M3.7%ValueMediumCharlottesville, VA2026-11-05
Barclays PLC
136,554$4.9M0.0%CoreMediumLondon, United Kingdom2026-11-06
Hunter Associates Investment Management LLC
128,620$4.6K0.0%CoreLowPittsburgh, PA2026-10-26
Principal Financial Group Inc
128,458$4.6M0.0%CoreLowDes Moines, IA2026-11-02
Kornitzer Capital Management Inc
95,851$3.5M0.1%CoreLowShawnee Mission, KS2026-11-03
Nicholas Company, Inc.
94,073$3.4M0.1%CoreLowMilwaukee, WI2026-11-05
Mutual of America Capital Management LLC
72,880$2.6M0.0%IndexLowNew York, NY2026-10-23
New York State Teachers Retirement System
68,798$2.5K0.0%CoreVery LowAlbany, NY2026-10-22
Cambridge Investment Research Advisors, Inc.
67,856$2.5K0.0%ETFLowFairfield, IA2026-11-02
Axxion S.A.
64,740$2.3M0.2%CoreN/AGrevenmacher, Netherlands2026-10-22
Register Financial Advisors LLC
61,175$2.2M0.7%GARPLowAtlanta, GA2026-10-23
Retirement Systems of Alabama
57,825$2.1M0.0%IndexLowMontgomery, AL2026-11-04
Kestrel Investment Management Corp
52,600$1.9M1.1%Deep ValueMediumSan Mateo, CA2026-11-02
Creative Planning
44,896$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Annex Advisory Services, LLC
41,467$1.5M0.0%GrowthHighBrookfield, WI2026-10-16
Oak Thistle LLC
40,668$1.5M0.1%ValueVery HighNew York, NY2026-10-21
Oppenheimer Asset Management Inc.
31,858$1.2M0.0%CoreMediumNew York, NY2026-10-27
Amalgamated Bank
25,538$9240.0%CoreVery LowNew York, NY2026-10-23
Citigroup Inc
25,278$914.3K0.0%CoreMediumNew York, NY2026-11-04
Arga Investment Management, LP
24,604$889.9K0.0%Deep ValueHighMiami, FL2026-10-30
State of New Jersey Common Pension Fund D
24,507$886.4K0.0%CoreLowTrenton, NJ2026-11-05
Simplex Trading, LLC
22,243$804.5K0.0%CoreVery HighChicago, IL2026-11-04
Independent Financial Group, LLC
21,750$786.7K0.0%GrowthLowSan Diego, CA2026-10-13
Argyle Capital Management, LLC
21,600$781.3K0.2%ValueVery LowCenter Valley, PA2026-10-28
Wolverine Asset Management LLC
20,656$747.1K0.0%Deep ValueVery HighChicago, IL2026-11-02
Imc-Chicago, LLC
20,271$733.2K0.0%GARPVery HighChicago, IL2026-11-05
Leonteq Securities AG
19,302$698.2K0.0%CoreHighZurich, Switzerland2026-10-29
Louisiana State Employees Retirement System
16,700$604.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Farther Finance Advisors, LLC
15,697$567.8K0.0%IndexLowSan Francisco, CA2026-10-08
Yousif Capital Management, LLC
14,610$528.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
13,971$505.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
New Mexico Educational Retirement Board
13,400$4850.0%IndexVery LowSanta Fe, NM2026-11-05
Truist Financial Corp
13,388$484.2K0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
13,382$484.0K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
13,200$477.4K0.0%IndexLowEast Lansing, MI2026-10-27
Thrivent Financial for Lutherans
12,285$4440.0%GARPMediumMinneapolis, MN2026-11-05
Fulcrum Asset Management LLP
11,985$444.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Oregon Public Employees Retirement Fund
11,625$420.5K0.0%IndexVery LowTigard, OR2026-10-30
CenterBook Partners LP
11,356$410.7K0.0%ValueVery HighGreenwich, CT2026-11-02
Fifth Third Bancorp
10,928$395.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Mariner Investment Group LLC
10,000$361.7K0.1%ETFHighNew York, NY2026-11-04
Retirement Planning Co of New England, Inc.
9,447$341.7K0.1%CoreLowWarwick, RI2026-10-15
Oppenheimer & Co Inc
9,207$333.0K0.0%CoreLowNew York, NY2026-10-26
Xponance LLC
8,688$314.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Choreo, LLC
8,446$305.5K0.0%IndexLowRockford, IL2026-10-28
Flagship Harbor Advisors, LLC
7,814$282.6K0.0%ETFMediumBoston, MA2026-10-26
Pictet Asset Management Holding SA
7,464$270.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
6,852$247.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
Bfsg, LLC
6,810$246.3K0.0%CoreLowIrvine, CA2026-10-30
Kestra Advisory Services, LLC
6,292$227.6K0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
6,033$218.2K0.0%ETFLowWaltham, MA2026-11-02
Evergreen Capital Management LLC
5,991$216.7K0.0%GARPMediumBellevue, WA2026-10-23
US Bancorp \de\
5,335$193.0K0.0%IndexLowMinneapolis, MN2026-11-05
State of Alaska, Department of Revenue
5,315$1920.0%CoreVery LowJuneau, AK2026-10-15
1620 Investment Advisors, Inc.
4,878$176.4K0.1%ValueLowPlymouth, MA2026-11-04
SBI Securities Co., Ltd.
4,640$167.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Securian Asset Management, Inc
4,118$148.9K0.0%IndexLowSt Paul, MN2026-11-06
Pier 88 Investment Partners LLC
3,800$137.4K0.0%GrowthHighSan Francisco, CA2026-11-06
Zions Bancorporation, National Association
3,139$113.5K0.0%CoreMediumSalt Lake City, UT2026-11-06
Birch Financial Group, LLC
2,367$85.6K0.0%CoreLowKeene, NH2026-10-27
Nykredit A/S
2,326$84.1K0.0%CoreN/ANordhavn, Greece2026-11-06
Eurizon Capital SGR S.p.A.
2,098$77.9K0.0%CoreMediumMilan, Latvia2026-11-06
PNC Financial Services Group, Inc.
2,025$73.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Cassaday & Co Wealth Management LLC
2,000$72.3K0.0%ETFVery LowMclean, VA2026-10-27
Nemes Rush Group LLC
1,828$66.1K0.0%CoreVery LowNovi, MI2026-11-04
Planning Strategies Inc.
1,743$63.0K0.0%ETFN/ALancaster, PA2026-10-02
KBC Group NV
1,734$630.0%CoreMediumBrussels, Czech Republic2026-10-22
Triumph Capital Management
1,485$53.7K0.0%ETFMediumDenver, CO2026-10-14
Bayforest Capital Ltd
1,403$50.7K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
IFP Advisors, Inc
1,382$50.0K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
1,202$430.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
1,156$41.8K0.0%ETFVery LowSylvania, OH2026-10-26
Asset Management One Co., Ltd.
1,145$41.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
Sterling Capital Management LLC
1,043$37.7K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
1,013$36.6K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
844$30.5K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
841$30.4K0.0%IndexLowAtlanta, GA2026-10-23
Strs Ohio
770$27.9K0.0%CoreMediumColumbus, OH2026-10-30
Summer Road LLC
750$27.1K0.0%Deep ValueVery LowWest Palm Beach, FL2026-11-05
Pinnacle Wealth Planning Services, Inc.
731$26.4K0.0%GARPLowMansfield, OH2026-10-27
Caitong International Asset Management Co., Ltd
610$22.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Versant Capital Management, Inc
518$18.7K0.0%GARPLowPhoenix, AZ2026-10-02
Heritage Family Offices, LLP
499$18.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Mather Group, Llc.
475$17.2K0.0%ETFMediumChicago, IL2026-10-14
Larson Financial Group LLC
464$16.8K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
438$15.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Waterhouse Canada Inc.
414$14.7K0.0%CoreLowToronto, Australia2026-10-16
Fortitude Family Office, LLC
330$11.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Allworth Financial LP
310$15.1K0.0%IndexLowFolsom, CA2026-11-06
Daytona Street Capital LLC
230$8.3K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
North Star Investment Management Corp.
210$7.6K0.0%CoreLowChicago, IL2026-10-27
Elyxium Wealth, LLC
201$7.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
EverSource Wealth Advisors, LLC
160$5.8K0.0%CoreMediumBirmingham, AL2026-11-04
Lanark Financial, Inc.
150$5.4K0.0%CoreMediumBirmingham, AL2026-10-26
Hilton Head Capital Partners, LLC
145$5.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Ascentis Independent Advisors
125$4.5K0.0%ETFLowDallas, TX2026-11-03
Pension & Wealth Management Advisors, Inc.
111$4.0K0.0%ETFLowWaltham, MA2026-10-16
MassMutual Private Wealth & Trust, FSB
107$3.9K0.0%CoreLowSpringfield, MA2026-10-05
Owl Creek Wealth Partners LLC
62$2.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Farmers & Merchants Investments Inc
56$2.0K0.0%CoreVery LowLincoln, NE2026-10-22
Main Street Group, LTD
50$1.8K0.0%ETFMediumGlen Allen, VA2026-10-28
True Wealth Design, LLC
47$1.7K0.0%ETFMediumAkron, OH2026-10-13
Latitude Advisors, LLC
45$1.6K0.0%ETFLowYorkville, IL2026-10-27
Vision Financial Markets LLC
25$8970.0%CoreLowStamford, CT2026-10-22
Clearstead Advisors, LLC
23$8320.0%ETFLowCleveland, OH2026-11-06
Clark Wealth Partners
22$7960.0%ETFVery LowO'Fallon, IL2026-10-19
MV Capital Management, Inc.
21$7600.0%ETFLowBethesda, MD2026-10-29
Retirement Wealth Solutions LLC
21$7600.0%ETFLowMarshfield, WI2026-10-07
Cromwell Holdings LLC
18$6510.0%IndexLowJackson, WY2026-10-28
Jacobi Capital Management LLC
15$5430.0%CoreLowPittston, PA2026-11-05
Elevation Wealth Partners, LLC
15$5430.0%ETFLowWalnut Creek, CA2026-10-07
Bare Financial Services, Inc
12$4340.0%ETFVery LowGap, PA2026-11-04
Blue Trust, Inc.
11$3980.0%ETFLowBrentwood, TN2026-10-15
Horizon Financial Services, LLC
10$3620.0%ETFLowWinston Salem, NC2026-11-04
Nisa Investment Advisors, LLC
9$3260.0%IndexVery LowSt. Louis, MO2026-10-20
Root Financial Partners, LLC
6$2170.0%ETFMediumEncinitas, CA2026-10-21
Proathlete Wealth Management LLC
5$1800.0%ETFVery LowBoca Raton, FL2026-10-15
Brown, Lisle Ings, Inc.
5$1810.0%CoreVery LowProvidence, RI2026-10-16
Hughes Financial Services, LLC
2$790.0%ETFLowHerndon, VA2026-10-30
Valley National Advisers Inc
2$730.0%ETFLowBethlehem, PA2026-10-23
Silver Grove Financial Group, Inc.
1$360.0%CoreMediumOrchard Park, NY2026-11-05
Assetmark, Inc
1$360.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
1$360.0%ETFMediumSouthfield, MI2026-10-08