Builders FirstSource, Inc.
BLDR- Exchange
- NYSE
- Industry
- Retail-Lumber & Other Building Materials Dealers
- SEC CIK
- 0001316835
No open-market purchases or sales by Builders FirstSource, Inc. insiders were filed in the last 90 days; 671 institutions reported holding it in 13F filings for Q2 2026, worth $9.67B in total; 3 superinvestors hold it, including D1 Capital Partners and Semper Augustus.
13F holders, Q2 2026
Institutional positions in Builders FirstSource, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 671
- −51 vs. Q1 2026
- Shares held
- 108.1M
- +2.65M (+2.5%) vs. Q1 2026
- Total value
- $9.67B
- +$987.9M (+11.4%) vs. Q1 2026
- New holders
- 98
- 243 more added
- Sold out
- 149
- 259 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BLDR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 671 | $9.67B |
| Q1 2026 | 726 | $8.74B |
| Q4 2025 | 768 | $10.9B |
| Q3 2025 | 778 | $13.7B |
| Q2 2025 | 776 | $12.7B |
| Q1 2025 | 787 | $14.1B |
| Q4 2024 | 819 | $15.6B |
| Q3 2024 | 832 | $21.6B |
| Q2 2024 | 776 | $15.2B |
| Q1 2024 | 859 | $24.2B |
| Q4 2023 | 745 | $19.7B |
| Q3 2023 | 675 | $14.6B |
| Q2 2023 | 662 | $16.2B |
| Q1 2023 | 544 | $12.5B |
| Q4 2022 | 518 | $9.03B |
| Q3 2022 | 490 | $8.82B |
| Q2 2022 | 491 | $8.59B |
| Q1 2022 | 509 | $11.1B |
| Q4 2021 | 494 | $15.0B |
| Q3 2021 | 404 | $10.5B |
| Q2 2021 | 403 | $8.75B |
| Q1 2021 | 380 | $9.58B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,833,417 | $700.9M | 0.01% | −927,860−10.6% | Reduced |
| Vanguard Capital Management LLC | 6,854,631 | $613.4M | 0.01% | −172,443−2.5% | Reduced |
| State Street Corp | 4,839,758 | $433.1M | 0.01% | −280,332−5.5% | Reduced |
| Vanguard Portfolio Management LLC | 4,162,116 | $372.4M | 0.02% | −156,679−3.6% | Reduced |
| Capital International Investors | 3,907,321 | $349.6M | 0.07% | +964,190+32.8% | Added |
| Pictet Asset Management Holding SA | 3,801,076 | $340.1M | 0.33% | +2,422,744+175.8% | Added |
| Wellington Management Group LLP | 3,465,251 | $310.1M | 0.05% | −214,206−5.8% | Reduced |
| Dimensional Fund Advisors LP | 3,439,279 | $307.8M | 0.06% | +471,535+15.9% | Added |
| Invesco Ltd. | 3,346,367 | $299.4M | 0.02% | +742,045+28.5% | Added |
| Geode Capital Management, LLC | 2,834,402 | $253.2M | 0.01% | −50,117−1.7% | Reduced |
| Coliseum Capital Management, LLC | 2,598,218 | $232.5M | 20.00% | +505,000+24.1% | Added |
| Brave Warrior Advisors, LLC | 2,340,571 | $209.4M | 4.56% | −31,721−1.3% | Reduced |
| Sands Capital Management, LLC | 2,283,236 | $204.3M | 0.76% | −337,849−12.9% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,639,222 | $146.7M | 0.42% | +1,639,222 | New |
| Morgan Stanley | 1,552,867 | $139.0M | 0.01% | +139,636+9.9% | Added |
| Diamond Hill Capital Management Inc | 1,507,684 | $134.9M | 1.08% | −256,250−14.5% | Reduced |
| Goldman Sachs Group Inc | 1,391,799 | $124.5M | 0.01% | −325,005−18.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,222,034 | $109.3M | 0.01% | +100,957+9.0% | Added |
| Public Sector Pension Investment Board | 1,074,139 | $96.1M | 0.25% | +12,907+1.2% | Added |
| Holocene Advisors, LP | 1,066,869 | $95.5M | 0.22% | +503,988+89.5% | Added |
| Capital World Investors | 1,005,583 | $90.0M | 0.01% | +226,385+29.1% | Added |
| Bank of America Corp | 936,880 | $83.8M | 0.01% | +51,799+5.9% | Added |
| Arrowstreet Capital, Limited Partnership | 915,658 | $81.9M | 0.04% | +632,494+223.4% | Added |
| Northern Trust Corp | 898,310 | $80.4M | 0.01% | −56,462−5.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 891,669 | $79.8M | 0.10% | +69,073+8.4% | Added |
| Ameriprise Financial Inc | 888,118 | $79.5M | 0.02% | +681,391+329.6% | Added |
| Colony Group, LLC | 881,993 | $78.9M | 0.08% | −781,207−47.0% | Reduced |
| Norges Bank | 860,958 | $77.0M | 0.01% | +860,958 | New |
| Jupiter Topco LLC | 826,290 | $73.9M | 0.03% | +826,290 | New |
| Massachusetts Financial Services Co | 809,251 | $72.4M | 0.02% | −209,364−20.6% | Reduced |
| FMR LLC | 795,290 | $71.2M | 0.00% | −471,014−37.2% | Reduced |
| Loews Corp | 780,000 | $69.8M | 0.56% | +40,000+5.4% | Added |
| Evercore Wealth Management, LLC | 769,146 | $68.8M | 0.97% | −33,572−4.2% | Reduced |
| UBS Group AG | 760,514 | $68.1M | 0.01% | +9,387+1.2% | Added |
| Atlas FRM LLC | 718,000 | $64.2M | 2.75% | +641,000+832.5% | Added |
| Clearbridge Investments, LLC | 717,266 | $64.2M | 0.05% | +47,762+7.1% | Added |
| Anchor Capital Advisors LLC | 673,320 | $60.2M | 0.85% | +324,740+93.2% | Added |
| Westfield Capital Management Co LP | 656,421 | $58.7M | 0.19% | +656,421 | New |
| Frontier Capital Management Co LLC | 651,389 | $58.3M | 0.54% | −209,105−24.3% | Reduced |
| Deutsche Bank AG | 619,057 | $55.4M | 0.02% | −515,448−45.4% | Reduced |
| Long Focus Capital Management, LLC | 617,000 | $55.2M | 2.25% | +138,000+28.8% | Added |
| Allianz Asset Management GmbH | 603,440 | $54.0M | 0.05% | +383,708+174.6% | Added |
| Zurich Insurance Group Ltd | 602,233 | $53.9M | 0.37% | +488,173+428.0% | Added |
| L1 Capital Pty Ltd | 600,269 | $53.7M | 1.81% | +307,766+105.2% | Added |
| Vanguard Fiduciary Trust Co | 599,598 | $53.7M | 0.01% | −18,421−3.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 598,900 | $53.6M | 0.08% | +198,336+49.5% | Added |
| Capital Research Global Investors | 593,700 | $53.2M | 0.01% | +593,700 | New |
| Bank of New York Mellon Corp | 554,604 | $49.6M | 0.01% | +17,177+3.2% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 553,722 | $49.5M | 5.60% | +325,512+142.6% | Added |
| JPMorgan Chase & Co | 512,218 | $46.8M | 0.00% | +195,333+61.6% | Added |
| Bessemer Group Inc | 520,668 | $46.6M | 0.06% | −7,388−1.4% | Reduced |
| Robotti Robert | 510,158 | $45.6M | 7.37% | −13,439−2.6% | Reduced |
| Fiera Capital Corp | 473,608 | $42.4M | 0.15% | −213,281−31.1% | Reduced |
| Citadel Advisors LLC | 465,506 | $41.7M | 0.02% | −71,763−13.4% | Reduced |
| Amundi | 427,709 | $38.3M | 0.01% | −132,858−23.7% | Reduced |
| Wells Fargo & Company | 402,128 | $36.0M | 0.01% | −22,328−5.3% | Reduced |
| Citigroup Inc | 395,219 | $35.4M | 0.02% | −15,021−3.7% | Reduced |
| Royal Bank of Canada | 362,746 | $32.5M | 0.01% | −189,121−34.3% | Reduced |
| Millennium Management LLC | 354,523 | $31.7M | 0.02% | −216,739−37.9% | Reduced |
| Seizert Capital Partners, LLC | 343,172 | $30.7M | 1.27% | −14,938−4.2% | Reduced |
| Victory Capital Management Inc | 338,155 | $30.3M | 0.02% | −52,230−13.4% | Reduced |
| Qube Research & Technologies Ltd | 319,262 | $28.6M | 0.03% | +286,327+869.4% | Added |
| Commerce Bank | 307,514 | $27.5M | 0.12% | −86,628−22.0% | Reduced |
| UBS Asset Management Americas Inc | 303,482 | $27.2M | 0.00% | −211,734−41.1% | Reduced |
| Stifel Financial Corp | 297,974 | $26.7M | 0.02% | +20,772+7.5% | Added |
| KLCM Advisors, Inc. | 296,590 | $26.5M | 2.13% | +2,911+1.0% | Added |
| JB Capital Partners LP | 292,265 | $26.2M | 4.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 291,864 | $26.1M | 0.01% | −24,482−7.7% | Reduced |
| Nuveen, LLC | 277,776 | $24.9M | 0.01% | −40,514−12.7% | Reduced |
| Lodge Hill Capital, LLC | 271,700 | $24.3M | 4.08% | −61,300−18.4% | Reduced |
| Zimmer Partners, LP | 262,500 | $23.5M | 0.56% | −70,000−21.1% | Reduced |
| Raymond James Financial Inc | 259,894 | $23.3M | 0.01% | −46,689−15.2% | Reduced |
| RBF Capital, LLC | 258,702 | $23.1M | 0.97% | 00.0% | Unchanged |
| Samlyn Capital, LLC | 249,723 | $22.3M | 0.37% | −261,640−51.2% | Reduced |
| Cerity Partners LLC | 249,254 | $22.3M | 0.03% | −13,367−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 246,495 | $22.1M | 0.01% | +35,961+17.1% | Added |
| Long Pond Capital, LP | 245,750 | $22.0M | 2.31% | +245,750 | New |
| Neuberger Berman Group LLC | 244,625 | $21.9M | 0.01% | −322,673−56.9% | Reduced |
| Barclays PLC | 243,422 | $21.8M | 0.01% | −218,316−47.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,411 | $21.5M | 0.05% | −63,618−20.9% | Reduced |
| LPL Financial LLC | 240,015 | $21.5M | 0.00% | +7,774+3.3% | Added |
| Vanguard Global Advisers, LLC | 230,169 | $20.6M | 0.01% | −12,981−5.3% | Reduced |
| GoodHaven Capital Management, LLC | 228,760 | $20.5M | 6.46% | +43,330+23.4% | Added |
| Gotham Asset Management, LLC | 227,956 | $20.4M | 0.05% | +91,194+66.7% | Added |
| Tocqueville Asset Management L.P. | 225,588 | $20.2M | 0.27% | +26,063+13.1% | Added |
| Woodson Capital Management, LP | 220,000 | $19.7M | 3.30% | +20,000+10.0% | Added |
| Legal & General Group Plc | 218,465 | $19.5M | 0.00% | −224,325−50.7% | Reduced |
| Swiss National Bank | 216,587 | $19.4M | 0.01% | −107,900−33.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 210,183 | $18.8M | 0.34% | +210,183 | New |
| Rhumbline Advisers | 204,125 | $18.3M | 0.01% | −18,795−8.4% | Reduced |
| SEI Investments Co | 200,342 | $17.9M | 0.02% | −13,055−6.1% | Reduced |
| Westwood Holdings Group Inc. | 194,265 | $17.4M | 0.13% | +30,111+18.3% | Added |
| Assenagon Asset Management S.A. | 192,314 | $17.2M | 0.01% | +184,737+2,438.1% | Added |
| Susquehanna International Group, LLP | 191,490 | $17.1M | 0.02% | +65,863+52.4% | Added |
| Cinctive Capital Management LP | 187,390 | $16.8M | 0.67% | +32,235+20.8% | Added |
| First Trust Advisors LP | 180,307 | $16.1M | 0.01% | +29,984+19.9% | Added |
| HSBC Holdings PLC | 178,432 | $16.0M | 0.01% | −40,424−18.5% | Reduced |
| Littlejohn & Co LLC | 170,671 | $15.3M | 19.44% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 167,494 | $15.0M | 0.00% | +2,348+1.4% | Added |
| Capital Fund Management S.A. | 167,289 | $15.0M | 0.11% | +167,289 | New |