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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 $9.63B in total; 3 superinvestors hold it, including D1 Capital Partners and Semper Augustus.

13F holders, Q2 2021

Institutional positions in Builders FirstSource, Inc. as of Jun 30, 2021. 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
403
+24 vs. Q1 2021
Shares held
205.5M
−1.54M (−0.7%) vs. Q1 2021
Total value
$8.75B
−$828.8M (−8.7%) vs. Q1 2021
New holders
71
131 more added
Sold out
47
147 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 403 institutions
Q1 2021: 380 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 494 institutionsQ1 2022: 509 institutionsQ2 2022: 491 institutionsQ3 2022: 490 institutionsQ4 2022: 518 institutionsQ1 2023: 544 institutionsQ2 2023: 662 institutionsQ3 2023: 675 institutionsQ4 2023: 745 institutionsQ1 2024: 859 institutionsQ2 2024: 776 institutionsQ3 2024: 832 institutionsQ4 2024: 819 institutionsQ1 2025: 786 institutionsQ2 2025: 776 institutionsQ3 2025: 778 institutionsQ4 2025: 768 institutionsQ1 2026: 726 institutionsQ2 2026: 671 institutions
Value heldQ2 2021: $8.75B
Q1 2021: $9.58BQ2 2021: $8.75BQ3 2021: $10.5BQ4 2021: $15.0BQ1 2022: $11.1BQ2 2022: $8.58BQ3 2022: $8.81BQ4 2022: $9.03BQ1 2023: $11.5BQ2 2023: $16.1BQ3 2023: $14.6BQ4 2023: $19.3BQ1 2024: $23.4BQ2 2024: $15.1BQ3 2024: $21.4BQ4 2024: $15.6BQ1 2025: $13.7BQ2 2025: $12.7BQ3 2025: $13.6BQ4 2025: $10.8BQ1 2026: $8.74BQ2 2026: $9.63B
Institutions holding BLDR and their total value by quarter
QuarterHoldersValue
Q2 2026671$9.63B
Q1 2026726$8.74B
Q4 2025768$10.8B
Q3 2025778$13.6B
Q2 2025776$12.7B
Q1 2025786$13.7B
Q4 2024819$15.6B
Q3 2024832$21.4B
Q2 2024776$15.1B
Q1 2024859$23.4B
Q4 2023745$19.3B
Q3 2023675$14.6B
Q2 2023662$16.1B
Q1 2023544$11.5B
Q4 2022518$9.03B
Q3 2022490$8.81B
Q2 2022491$8.58B
Q1 2022509$11.1B
Q4 2021494$15.0B
Q3 2021404$10.5B
Q2 2021403$8.75B
Q1 2021380$9.58B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2021.

Institutions holding BLDR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.20,229,969$863.0M0.02%−5,696,375−22.0%Reduced
FMR LLC19,464,300$830.3M0.07%+3,803,496+24.3%Added
Vanguard Group Inc19,078,169$813.9M0.02%−1,087,793−5.4%Reduced
Coliseum Capital Management, LLC8,860,572$378.0M33.53%+349,000+4.1%Added
William Blair Investment Management, LLC8,423,997$359.4M1.13%+2,879,803+51.9%Added
Wellington Management Group LLP7,668,415$327.1M0.05%−1,026,357−11.8%Reduced
State Street Corp6,647,651$283.6M0.01%−797,223−10.7%Reduced
Dimensional Fund Advisors LP4,415,455$188.4M0.06%−2,124,255−32.5%Reduced
Conifer Management, L.L.C.4,296,981$183.3M12.36%−400,000−8.5%Reduced
Samlyn Capital, LLC3,722,985$158.8M2.42%+861,790+30.1%Added
Millennium Management LLC3,637,249$155.2M0.20%+2,566,633+239.7%Added
Invesco Ltd.3,398,638$145.0M0.04%−97,945−2.8%Reduced
Anomaly Capital Management, LP3,103,152$132.4M8.36%+591,583+23.6%Added
Eminence Capital, LP3,094,815$132.0M1.63%+3,094,815New
RBF Capital, LLC3,040,906$129.7M7.25%+4,500+0.1%Added
Frontier Capital Management Co LLC3,013,052$128.5M0.94%−635,576−17.4%Reduced
Fuller & Thaler Asset Management, Inc.2,984,778$127.3M0.83%+182,411+6.5%Added
Geode Capital Management, LLC2,784,244$118.8M0.02%−672,620−19.5%Reduced
Select Equity Group, L.P.2,729,615$116.4M0.40%−2,576,113−48.6%Reduced
Massachusetts Financial Services Co2,705,325$115.4M0.03%+783,072+40.7%Added
Marshall Wace North America L.P.2,360,550$100.7M0.42%+376,579+19.0%Added
Robotti Robert2,287,891$97.6M24.50%−177,256−7.2%Reduced
Citadel Advisors LLC2,047,338$87.3M0.09%+452,378+28.4%Added
Norges Bank2,029,410$86.6M0.02%−469,234−18.8%Reduced
Bank of New York Mellon Corp2,006,216$85.6M0.02%−236,714−10.6%Reduced
Atalan Capital Partners, LP1,795,000$76.6M4.65%+545,000+43.6%Added
Northern Trust Corp1,670,536$71.3M0.01%−1,865,817−52.8%Reduced
Charles Schwab Investment Management Inc1,496,834$63.9M0.02%−459,436−23.5%Reduced
TimesSquare Capital Management, LLC1,456,820$62.1M0.51%+121,505+9.1%Added
Interval Partners, LP1,346,300$57.4M3.47%+662,967+97.0%Added
Ancient Art, L.P.1,284,398$54.8M5.22%00.0%Unchanged
Victory Capital Management Inc1,242,321$53.0M0.05%−1,930,554−60.8%Reduced
Davenport & Co LLC1,236,754$52.8M0.41%+1,236,754New
Goldentree Asset Management LP1,198,497$51.1M2.27%+1,198,497New
Principal Financial Group Inc1,191,950$50.8M0.03%−197,410−14.2%Reduced
Price T Rowe Associates Inc1,166,986$49.8M0.00%−5,284−0.5%Reduced
Nuveen Asset Management, LLC1,067,161$45.5M0.01%−1,793,374−62.7%Reduced
Dendur Capital LP1,035,219$44.2M7.68%+549,030+112.9%Added
Soapstone Management L.P.925,000$39.5M15.83%+250,000+37.0%Added
Mirae Asset Global Investments Co., Ltd.863,209$36.8M0.10%+302,480+53.9%Added
Schonfeld Strategic Advisors LLC817,900$34.9M0.39%+107,600+15.1%Added
JPMorgan Chase & Co793,753$33.9M0.00%−879,607−52.6%Reduced
Renaissance Technologies LLC766,741$32.7M0.04%+766,741New
Capital World Investors760,228$32.4M0.01%00.0%Unchanged
Assenagon Asset Management S.A.741,406$31.6M0.14%+57,432+8.4%Added
Pictet Asset Management Ltd733,311$31.3M0.03%+149,041+25.5%Added
Alliancebernstein L.P.720,167$30.7M0.01%−124,331−14.7%Reduced
HRT Financial LP712,578$30.4M0.28%+712,578New
Point72 Asset Management, L.P.700,240$29.9M0.15%+612,999+702.7%Added
Hyperion Capital Advisors LP700,000$29.9M8.52%00.0%Unchanged
Morgan Stanley670,397$28.6M0.00%+239,238+55.5%Added
Goldman Sachs Group Inc658,454$28.1M0.01%−494,339−42.9%Reduced
Woodson Capital Management, LP649,368$27.7M2.29%+649,368New
ExodusPoint Capital Management, LP638,633$27.2M0.42%+638,633New
Duquesne Family Office LLCSuperinvestorDuquesne Family Office566,856$24.2M0.60%−748,723−56.9%Reduced
Luxor Capital Group, LP558,519$23.8M0.61%+558,519New
Rhumbline Advisers547,563$23.4M0.03%−72,346−11.7%Reduced
Vision Capital Corp546,970$23.3M13.93%+271,099+98.3%Added
AQR Capital Management LLC543,844$23.0M0.04%+179,106+49.1%Added
Ergoteles LLC518,920$22.1M0.51%+518,920New
Bank of America Corp515,811$22.0M0.00%−115,255−18.3%Reduced
Retirement Systems of Alabama501,351$21.4M0.08%+406+0.1%Added
Voya Investment Management LLC498,107$21.2M0.04%−252,826−33.7%Reduced
Scopus Asset Management, L.P.478,750$20.4M0.35%+150,000+45.6%Added
California Public Employees Retirement System456,517$19.5M0.01%−10,689−2.3%Reduced
Susquehanna International Group, LLP454,222$19.4M0.02%+199,675+78.4%Added
Legal & General Group Plc454,089$19.4M0.01%+99,755+28.2%Added
Jane Street Group, LLC446,952$19.1M0.05%+287,808+180.8%Added
Westwood Holdings Group Inc.437,053$18.6M0.19%−4,002−0.9%Reduced
Neuberger Berman Group LLC435,214$18.5M0.02%−10,108−2.3%Reduced
Swiss National Bank429,587$18.3M0.01%−15,000−3.4%Reduced
Vaughan Nelson Investment Management, L.P.424,594$18.1M0.18%−1,600,115−79.0%Reduced
Kornitzer Capital Management Inc419,837$17.9M0.27%+419,837New
Royce & Associates LP407,336$17.4M0.12%−40,934−9.1%Reduced
Adage Capital Partners GP, L.L.C.400,000$17.1M0.03%−100,000−20.0%Reduced
Wells Fargo & Company398,485$17.0M0.00%−53,010−11.7%Reduced
Mutual of America Capital Management LLC389,856$16.6M0.16%+17,316+4.6%Added
Kennedy Capital Management, Inc.383,199$16.3M0.35%−6,134−1.6%Reduced
Ameriprise Financial Inc374,206$16.0M0.00%−12,382−3.2%Reduced
Barclays PLC373,250$15.9M0.01%+106,457+39.9%Added
American International Group, Inc.367,936$15.7M0.06%−122,551−25.0%Reduced
Thornburg Investment Management Inc360,621$15.4M0.18%+35,069+10.8%Added
JB Capital Partners LP356,265$15.2M3.64%00.0%Unchanged
Parametric Portfolio Associates LLC355,210$15.2M0.01%−96,617−21.4%Reduced
California State Teachers Retirement System348,799$14.9M0.02%+41,209+13.4%Added
Deutsche Bank AG348,300$14.9M0.01%−100,677−22.4%Reduced
Hillcrest Asset Management LLC312,009$13.3M1.80%−58,300−15.7%Reduced
One Fin Capital Management LP310,003$13.2M5.22%+41,000+15.2%Added
Boston Partners308,083$13.1M0.02%−489,620−61.4%Reduced
Beaconlight Capital, LLC301,511$12.9M5.36%+159,536+112.4%Added
Cobalt Capital Management, Inc.300,000$12.8M4.49%00.0%Unchanged
Hill City Capital, LP300,000$12.8M3.88%00.0%Unchanged
Allianz Asset Management GmbH293,242$12.5M0.01%−33,110−10.1%Reduced
Paradigm Capital Management Inc283,012$12.1M0.58%+13,400+5.0%Added
Makena Capital Management LLC282,748$12.1M1.78%+5,953+2.2%Added
Marshall Wace, LLP273,080$11.6M0.06%+227,361+497.3%Added
LSV Asset Management268,800$11.5M0.02%−409,800−60.4%Reduced
Stadium Capital Management LLC263,000$11.2M5.42%+263,000New
Masterton Capital Management, LP260,200$11.1M7.17%+85,700+49.1%Added
UBS Asset Management Americas Inc255,449$10.9M0.00%+55,726+27.9%Added