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, Q1 2025
Institutional positions in Builders FirstSource, Inc. as of Mar 31, 2025. 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
- 786
- −19 vs. Q4 2024
- Shares held
- 109.4M
- +1.46M (+1.4%) vs. Q4 2024
- Total value
- $13.7B
- −$1.77B (−11.5%) vs. Q4 2024
- New holders
- 111
- 298 more added
- Sold out
- 130
- 294 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 | $9.63B |
| Q1 2026 | 726 | $8.74B |
| Q4 2025 | 768 | $10.8B |
| Q3 2025 | 778 | $13.6B |
| Q2 2025 | 776 | $12.7B |
| Q1 2025 | 786 | $13.7B |
| Q4 2024 | 819 | $15.6B |
| Q3 2024 | 832 | $21.4B |
| Q2 2024 | 776 | $15.1B |
| Q1 2024 | 859 | $23.4B |
| Q4 2023 | 745 | $19.3B |
| Q3 2023 | 675 | $14.6B |
| Q2 2023 | 662 | $16.1B |
| Q1 2023 | 544 | $11.5B |
| Q4 2022 | 518 | $9.03B |
| Q3 2022 | 490 | $8.81B |
| Q2 2022 | 491 | $8.58B |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,363,975 | $1.67B | 0.03% | −343,545−2.5% | Reduced |
| FMR LLC | 10,723,476 | $1.34B | 0.09% | −174,890−1.6% | Reduced |
| BlackRock, Inc. | 9,623,707 | $1.20B | 0.03% | −158,149−1.6% | Reduced |
| State Street Corp | 4,997,110 | $624.3M | 0.03% | −123,493−2.4% | Reduced |
| Wellington Management Group LLP | 3,217,125 | $401.9M | 0.08% | +960,603+42.6% | Added |
| Geode Capital Management, LLC | 2,954,776 | $368.0M | 0.03% | +195,422+7.1% | Added |
| Invesco Ltd. | 2,519,461 | $314.8M | 0.06% | +265,873+11.8% | Added |
| Diamond Hill Capital Management Inc | 2,270,362 | $283.7M | 1.30% | +326,923+16.8% | Added |
| Dimensional Fund Advisors LP | 2,244,449 | $280.4M | 0.07% | +6,453+0.3% | Added |
| Voya Investment Management LLC | 1,840,171 | $229.8M | 0.26% | +423,891+29.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,611,836 | $201.4M | 0.23% | −47,897−2.9% | Reduced |
| Boston Partners | 1,588,173 | $198.0M | 0.24% | −399,274−20.1% | Reduced |
| Baillie Gifford & Co | 1,560,975 | $195.0M | 0.17% | −102,445−6.2% | Reduced |
| Massachusetts Financial Services Co | 1,481,470 | $185.1M | 0.06% | −97,185−6.2% | Reduced |
| Norges Bank | 1,285,392 | $160.6M | 0.02% | −113,128−8.1% | Reduced |
| Morgan Stanley | 1,264,148 | $157.9M | 0.01% | −344,635−21.4% | Reduced |
| Brave Warrior Advisors, LLC | 1,241,578 | $155.1M | 3.55% | +1,241,578 | New |
| Northern Trust Corp | 1,134,586 | $141.8M | 0.02% | −5,189−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,097,741 | $137.2M | 0.27% | +121,616+12.5% | Added |
| Sands Capital Management, LLC | 1,051,544 | $131.4M | 0.45% | +1,051,544 | New |
| Alliancebernstein L.P. | 1,018,042 | $127.2M | 0.05% | +77,811+8.3% | Added |
| JPMorgan Chase & Co | 950,542 | $118.8M | 0.01% | +374,580+65.0% | Added |
| Bank of New York Mellon Corp | 933,331 | $116.6M | 0.02% | −148,919−13.8% | Reduced |
| Assetmark, Inc | 909,907 | $113.7M | 0.31% | +38,844+4.5% | Added |
| Charles Schwab Investment Management Inc | 909,866 | $113.7M | 0.02% | +76,368+9.2% | Added |
| Evercore Wealth Management, LLC | 881,000 | $110.1M | 1.77% | +35,674+4.2% | Added |
| Pacer Advisors, Inc. | 871,986 | $108.9M | 0.26% | −1,456,144−62.5% | Reduced |
| Clearbridge Investments, LLC | 854,842 | $106.8M | 0.09% | +164,605+23.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 776,929 | $97.1M | 0.21% | −84,061−9.8% | Reduced |
| Capital World Investors | 760,228 | $95.0M | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 703,942 | $88.0M | 0.02% | +16,685+2.4% | Added |
| UBS Asset Management Americas Inc | 640,858 | $80.1M | 0.02% | +82,588+14.8% | Added |
| Frontier Capital Management Co LLC | 628,599 | $78.5M | 0.86% | +220,252+53.9% | Added |
| Bessemer Group Inc | 612,618 | $76.5M | 0.14% | +214,391+53.8% | Added |
| Deutsche Bank AG | 612,619 | $76.5M | 0.03% | +8,241+1.4% | Added |
| Ameriprise Financial Inc | 610,317 | $76.3M | 0.02% | +32,202+5.6% | Added |
| UBS Group AG | 574,267 | $71.7M | 0.02% | +139,097+32.0% | Added |
| Coliseum Capital Management, LLC | 555,041 | $69.3M | 5.79% | +237,864+75.0% | Added |
| Loomis Sayles & Co L P | 538,862 | $67.3M | 0.10% | −182,206−25.3% | Reduced |
| Amundi | 551,980 | $66.1M | 0.02% | +124,014+29.0% | Added |
| Kovitz Investment Group Partners, LLC | 528,984 | $66.1M | 0.33% | +478,942+957.1% | Added |
| LSV Asset Management | 475,325 | $59.4M | 0.14% | −23,580−4.7% | Reduced |
| Citadel Advisors LLC | 459,067 | $57.4M | 0.06% | +51,402+12.6% | Added |
| Bank of America Corp | 419,180 | $52.4M | 0.00% | +86,075+25.8% | Added |
| Janus Henderson Group PLC | 417,450 | $52.0M | 0.03% | +405,313+3,339.5% | Added |
| Robotti Robert | 413,752 | $51.7M | 10.36% | +19,578+5.0% | Added |
| Victory Capital Management Inc | 389,729 | $48.7M | 0.05% | −141,579−26.6% | Reduced |
| Neuberger Berman Group LLC | 382,260 | $47.8M | 0.04% | −23,253−5.7% | Reduced |
| Brandywine Global Investment Management, LLC | 366,394 | $45.8M | 0.33% | +52,802+16.8% | Added |
| American Century Companies Inc | 349,709 | $43.7M | 0.03% | −37,542−9.7% | Reduced |
| Commerce Bank | 339,010 | $42.4M | 0.27% | −12,658−3.6% | Reduced |
| Goldman Sachs Group Inc | 328,743 | $41.1M | 0.01% | −30,306−8.4% | Reduced |
| Swiss National Bank | 324,587 | $40.6M | 0.03% | −4,400−1.3% | Reduced |
| Envestnet Asset Management Inc | 307,349 | $38.4M | 0.01% | +68,449+28.7% | Added |
| AustralianSuper Pty Ltd | 304,972 | $38.1M | 0.22% | +175,854+136.2% | Added |
| First Trust Advisors LP | 300,710 | $37.6M | 0.03% | +107,227+55.4% | Added |
| LPL Financial LLC | 300,584 | $37.6M | 0.01% | +13,013+4.5% | Added |
| Seizert Capital Partners, LLC | 298,191 | $37.3M | 1.71% | +33,980+12.9% | Added |
| Bridgewater Associates, LP | 297,758 | $37.2M | 0.17% | +297,758 | New |
| JB Capital Partners LP | 292,265 | $36.5M | 7.70% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 291,247 | $36.4M | 0.00% | +856+0.3% | Added |
| Nuveen, LLC | 290,854 | $36.3M | 0.01% | +290,854 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 290,803 | $36.3M | 0.03% | −1,622−0.6% | Reduced |
| Pictet Asset Management Holding SA | 285,464 | $35.7M | 0.04% | −43,805−13.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 271,686 | $33.9M | 0.23% | +165,560+156.0% | Added |
| HSBC Holdings PLC | 268,621 | $33.5M | 0.02% | −140,278−34.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 267,283 | $33.4M | 0.27% | −52,018−16.3% | Reduced |
| Fiera Capital Corp | 266,779 | $33.3M | 0.12% | +77,255+40.8% | Added |
| Wells Fargo & Company | 259,254 | $32.4M | 0.01% | −11,296−4.2% | Reduced |
| RBF Capital, LLC | 258,702 | $32.3M | 2.04% | 00.0% | Unchanged |
| Barclays PLC | 242,973 | $30.4M | 0.01% | −104,623−30.1% | Reduced |
| BNP Paribas Arbitrage, SA | 240,914 | $30.1M | 0.02% | +21,304+9.7% | Added |
| Hill City Capital, LP | 240,000 | $30.0M | 2.23% | 00.0% | Unchanged |
| Rhumbline Advisers | 232,330 | $29.0M | 0.03% | +19,904+9.4% | Added |
| Artemis Investment Management LLP | 231,184 | $28.9M | 0.44% | −340,497−59.6% | Reduced |
| Oakworth Capital, Inc. | 228,563 | $28.6M | 1.99% | +15,981+7.5% | Added |
| Ensign Peak Advisors, Inc | 228,053 | $28.5M | 0.05% | −20,282−8.2% | Reduced |
| Stadium Capital Management LLC | 227,491 | $28.4M | 26.04% | +34,533+17.9% | Added |
| Thornburg Investment Management Inc | 225,956 | $28.2M | 0.39% | −6,594−2.8% | Reduced |
| Raymond James Financial Inc | 224,546 | $28.1M | 0.01% | −17,114−7.1% | Reduced |
| Citigroup Inc | 216,655 | $27.1M | 0.02% | −86,819−28.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 215,687 | $26.9M | 0.11% | −545,084−71.6% | Reduced |
| Epoch Investment Partners, Inc. | 213,562 | $26.7M | 0.14% | +213,562 | New |
| Mitsubishi UFJ Trust & Banking Corp | 211,803 | $26.5M | 0.07% | −18,663−8.1% | Reduced |
| Royal Bank of Canada | 206,574 | $25.8M | 0.01% | +7,865+4.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 203,746 | $25.5M | 0.08% | +25,426+14.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 199,029 | $24.9M | 0.02% | +20,651+11.6% | Added |
| Stifel Financial Corp | 198,701 | $24.8M | 0.03% | +23,950+13.7% | Added |
| Caisse de Depot Et Placement du Quebec | 196,386 | $24.5M | 0.05% | +145,106+283.0% | Added |
| California Public Employees Retirement System | 192,592 | $24.1M | 0.02% | −7,396−3.7% | Reduced |
| Lodge Hill Capital, LLC | 191,880 | $24.0M | 5.67% | −67,350−26.0% | Reduced |
| Fisher Asset Management, LLC | 187,252 | $23.4M | 0.01% | −9,239−4.7% | Reduced |
| AQR Capital Management LLC | 190,687 | $23.1M | 0.02% | −103,971−35.3% | Reduced |
| California State Teachers Retirement System | 182,801 | $22.8M | 0.03% | −242−0.1% | Reduced |
| Cerity Partners LLC | 180,896 | $22.6M | 0.05% | +11,339+6.7% | Added |
| Russell Investments Group, Ltd. | 174,883 | $21.8M | 0.03% | −71,533−29.0% | Reduced |
| HRT Financial LP | 168,703 | $21.1M | 0.13% | +168,703 | New |
| GoodHaven Capital Management, LLC | 167,720 | $21.0M | 7.10% | −4,810−2.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 160,182 | $20.0M | 0.08% | +38,717+31.9% | Added |
| Marshall Wace, LLP | 152,599 | $19.1M | 0.03% | −32,721−17.7% | Reduced |