Shift4 Payments, Inc.
Shift4 Payments, Inc. (FOUR) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FOUR · as of Sep 30, 2025
Ownership Breakdown
488
Institutional Holders
▼ 5 vs Q2
$6.63B
Total Inst. Value
▼ $1.93B vs Q2
69.18M
Shares Outstanding
freeFloat 62.62%
85.98M
13F Shares Held
▼ 780,862 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
FOUR largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. services-business services, nec | 6.31M | 9.31% | 9.31% | $488.50B | Nov 12, 2025 | ▼ 3.6K |
WASATCH ADVISORS LP services-business services, nec | 6.16M | 9.08% | 9.08% | $476.56B | Nov 14, 2025 | ▼ 181.4K |
VANGUARD GROUP INC services-business services, nec | 6.12M | 9.03% | 9.03% | $473.74B | Nov 7, 2025 | ▼ 306.3K |
DURABLE CAPITAL PARTNERS LP services-business services, nec | 5.63M | 8.30% | 8.30% | $435.49B | Nov 14, 2025 | ▼ 1.04M |
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP services-business services, nec | 5.07M | 7.48% | 7.48% | $392.55B | Nov 14, 2025 | ▲ 105.3K |
ENSIGN PEAK ADVISORS, INC services-business services, nec | 2.46M | 3.62% | 3.62% | $190.04B | Nov 13, 2025 | ▲ 1.36M |
NEUBERGER BERMAN GROUP LLC services-business services, nec | 2.34M | 3.46% | 3.46% | $181.48B | Nov 12, 2025 | ▲ 534.0K |
MORGAN STANLEY services-business services, nec | 2.30M | 3.39% | 3.39% | $178.06B | May 27, 2026 | ▲ 178.3K |
JENNISON ASSOCIATES LLC services-business services, nec | 2.06M | 3.03% | 3.03% | $159.14B | Oct 30, 2025 | ▲ 419.1K |
STATE STREET CORP services-business services, nec | 2.01M | 2.96% | 2.96% | $155.37B | Nov 14, 2025 | ▼ 18.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
28
Increased
+8.12M shares1
New Positions
first time holders21
Decreased
−3.14M shares0
Sold Out
fully exitedNet shares change (top 50)
+4.98M
+8.12M / −3.14M
Net new holders
+8
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FOUR insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
2
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Isaacman Jared 10 percent owner | May 12, 2026 | Purchase | 193,000 | $40.66 | $7.85M | 1.79M | Form 4 ↗ |
Isaacman Jared 10 percent owner | May 11, 2026 | Purchase | 195,500 | $41.41 | $8.09M | 1.59M | Form 4 ↗ |
Isaacman Jared 10 percent owner | Mar 17, 2026 | Gift | 1,600 | — | — | 20.75M | Form 4 ↗ |
Isaacman Jared 10 percent owner | Mar 10, 2026 | Purchase | 43,827 | $45.75 | $2.00M | 1.41M | Form 4 ↗ |
Frankel Jordan See Remarks | Feb 27, 2026 | Award | 62,514 | $44.07 | $2.75M | 287.2K | Form 4 ↗ |
Frankel Jordan See Remarks | Feb 28, 2026 | Tax Withhold | 3,199 | $44.07 | $141.0K | 284.0K | Form 4 ↗ |
Frankel Jordan See Remarks | Mar 2, 2026 | Tax Withhold | 4,175 | $44.07 | $184.0K | 279.8K | Form 4 ↗ |
Frankel Jordan See Remarks | Feb 20, 2026 | Tax Withhold | 2,750 | $58.49 | $160.8K | 224.7K | Form 4 ↗ |
Isaacman Jared 10 percent owner | Mar 2, 2026 | Purchase | 45,693 | $43.83 | $2.00M | 1.37M | Form 4 ↗ |
Whalen James J. See Remarks | Feb 27, 2026 | Award | 17,018 | $44.07 | $750.0K | 67.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Shift4 Payments, Inc. (FOUR) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 37.38%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Shift4 Payments, Inc. is BLACKROCK, INC., holding approximately 6.31 million shares — equal to 9.31% of outstanding shares — as of September 30, 2025.
A total of 488 institutional investors currently hold FOUR stock, with a combined institutional value of approximately $6.63 billion as of the most recent 13F filing period.
Frequently asked questions
FOUR ownershipShift4 Payments, Inc. (FOUR) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is BLACKROCK, INC. with a 9.31% stake. Company insiders hold 37.38%. Data sourced from SEC Form 13F as of September 30, 2025.