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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 203,746 | $25.5M | 0.08% | +25,426+14.3% | Added |
| Royal Bank of Canada | 206,574 | $25.8M | 0.01% | +7,865+4.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 211,803 | $26.5M | 0.07% | −18,663−8.1% | Reduced |
| Epoch Investment Partners, Inc. | 213,562 | $26.7M | 0.14% | +213,562 | New |
| Jacobs Levy Equity Management, Inc | 215,687 | $26.9M | 0.11% | −545,084−71.6% | Reduced |
| Citigroup Inc | 216,655 | $27.1M | 0.02% | −86,819−28.6% | Reduced |
| Raymond James Financial Inc | 224,546 | $28.1M | 0.01% | −17,114−7.1% | Reduced |
| Thornburg Investment Management Inc | 225,956 | $28.2M | 0.39% | −6,594−2.8% | Reduced |
| Stadium Capital Management LLC | 227,491 | $28.4M | 26.04% | +34,533+17.9% | Added |
| Ensign Peak Advisors, Inc | 228,053 | $28.5M | 0.05% | −20,282−8.2% | Reduced |
| Oakworth Capital, Inc. | 228,563 | $28.6M | 1.99% | +15,981+7.5% | Added |
| Artemis Investment Management LLP | 231,184 | $28.9M | 0.44% | −340,497−59.6% | Reduced |
| Rhumbline Advisers | 232,330 | $29.0M | 0.03% | +19,904+9.4% | Added |
| Hill City Capital, LP | 240,000 | $30.0M | 2.23% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 240,914 | $30.1M | 0.02% | +21,304+9.7% | Added |
| Barclays PLC | 242,973 | $30.4M | 0.01% | −104,623−30.1% | Reduced |
| RBF Capital, LLC | 258,702 | $32.3M | 2.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 259,254 | $32.4M | 0.01% | −11,296−4.2% | Reduced |
| Fiera Capital Corp | 266,779 | $33.3M | 0.12% | +77,255+40.8% | Added |
| O'Shaughnessy Asset Management, LLC | 267,283 | $33.4M | 0.27% | −52,018−16.3% | Reduced |
| HSBC Holdings PLC | 268,621 | $33.5M | 0.02% | −140,278−34.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 271,686 | $33.9M | 0.23% | +165,560+156.0% | Added |
| Pictet Asset Management Holding SA | 285,464 | $35.7M | 0.04% | −43,805−13.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 290,803 | $36.3M | 0.03% | −1,622−0.6% | Reduced |
| Nuveen, LLC | 290,854 | $36.3M | 0.01% | +290,854 | New |
| Price T Rowe Associates Inc | 291,247 | $36.4M | 0.00% | +856+0.3% | Added |
| JB Capital Partners LP | 292,265 | $36.5M | 7.70% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 297,758 | $37.2M | 0.17% | +297,758 | New |
| Seizert Capital Partners, LLC | 298,191 | $37.3M | 1.71% | +33,980+12.9% | Added |
| LPL Financial LLC | 300,584 | $37.6M | 0.01% | +13,013+4.5% | Added |
| First Trust Advisors LP | 300,710 | $37.6M | 0.03% | +107,227+55.4% | Added |
| AustralianSuper Pty Ltd | 304,972 | $38.1M | 0.22% | +175,854+136.2% | Added |
| Envestnet Asset Management Inc | 307,349 | $38.4M | 0.01% | +68,449+28.7% | Added |
| Swiss National Bank | 324,587 | $40.6M | 0.03% | −4,400−1.3% | Reduced |
| Goldman Sachs Group Inc | 328,743 | $41.1M | 0.01% | −30,306−8.4% | Reduced |
| Commerce Bank | 339,010 | $42.4M | 0.27% | −12,658−3.6% | Reduced |
| American Century Companies Inc | 349,709 | $43.7M | 0.03% | −37,542−9.7% | Reduced |
| Brandywine Global Investment Management, LLC | 366,394 | $45.8M | 0.33% | +52,802+16.8% | Added |
| Neuberger Berman Group LLC | 382,260 | $47.8M | 0.04% | −23,253−5.7% | Reduced |
| Victory Capital Management Inc | 389,729 | $48.7M | 0.05% | −141,579−26.6% | Reduced |
| Robotti Robert | 413,752 | $51.7M | 10.36% | +19,578+5.0% | Added |
| Janus Henderson Group PLC | 417,450 | $52.0M | 0.03% | +405,313+3,339.5% | Added |
| Bank of America Corp | 419,180 | $52.4M | 0.00% | +86,075+25.8% | Added |
| Citadel Advisors LLC | 459,067 | $57.4M | 0.06% | +51,402+12.6% | Added |
| LSV Asset Management | 475,325 | $59.4M | 0.14% | −23,580−4.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 528,984 | $66.1M | 0.33% | +478,942+957.1% | Added |
| Amundi | 551,980 | $66.1M | 0.02% | +124,014+29.0% | Added |
| Loomis Sayles & Co L P | 538,862 | $67.3M | 0.10% | −182,206−25.3% | Reduced |
| Coliseum Capital Management, LLC | 555,041 | $69.3M | 5.79% | +237,864+75.0% | Added |
| UBS Group AG | 574,267 | $71.7M | 0.02% | +139,097+32.0% | Added |
| Ameriprise Financial Inc | 610,317 | $76.3M | 0.02% | +32,202+5.6% | Added |
| Deutsche Bank AG | 612,619 | $76.5M | 0.03% | +8,241+1.4% | Added |
| Bessemer Group Inc | 612,618 | $76.5M | 0.14% | +214,391+53.8% | Added |
| Frontier Capital Management Co LLC | 628,599 | $78.5M | 0.86% | +220,252+53.9% | Added |
| UBS Asset Management Americas Inc | 640,858 | $80.1M | 0.02% | +82,588+14.8% | Added |
| Legal & General Group Plc | 703,942 | $88.0M | 0.02% | +16,685+2.4% | Added |
| Capital World Investors | 760,228 | $95.0M | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 776,929 | $97.1M | 0.21% | −84,061−9.8% | Reduced |
| Clearbridge Investments, LLC | 854,842 | $106.8M | 0.09% | +164,605+23.8% | Added |
| Pacer Advisors, Inc. | 871,986 | $108.9M | 0.26% | −1,456,144−62.5% | Reduced |
| Evercore Wealth Management, LLC | 881,000 | $110.1M | 1.77% | +35,674+4.2% | Added |
| Charles Schwab Investment Management Inc | 909,866 | $113.7M | 0.02% | +76,368+9.2% | Added |
| Assetmark, Inc | 909,907 | $113.7M | 0.31% | +38,844+4.5% | Added |
| Bank of New York Mellon Corp | 933,331 | $116.6M | 0.02% | −148,919−13.8% | Reduced |
| JPMorgan Chase & Co | 950,542 | $118.8M | 0.01% | +374,580+65.0% | Added |
| Alliancebernstein L.P. | 1,018,042 | $127.2M | 0.05% | +77,811+8.3% | Added |
| Sands Capital Management, LLC | 1,051,544 | $131.4M | 0.45% | +1,051,544 | New |
| Robeco Institutional Asset Management B.V. | 1,097,741 | $137.2M | 0.27% | +121,616+12.5% | Added |
| Northern Trust Corp | 1,134,586 | $141.8M | 0.02% | −5,189−0.5% | Reduced |
| Brave Warrior Advisors, LLC | 1,241,578 | $155.1M | 3.55% | +1,241,578 | New |
| Morgan Stanley | 1,264,148 | $157.9M | 0.01% | −344,635−21.4% | Reduced |
| Norges Bank | 1,285,392 | $160.6M | 0.02% | −113,128−8.1% | Reduced |
| Massachusetts Financial Services Co | 1,481,470 | $185.1M | 0.06% | −97,185−6.2% | Reduced |
| Baillie Gifford & Co | 1,560,975 | $195.0M | 0.17% | −102,445−6.2% | Reduced |
| Boston Partners | 1,588,173 | $198.0M | 0.24% | −399,274−20.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,611,836 | $201.4M | 0.23% | −47,897−2.9% | Reduced |
| Voya Investment Management LLC | 1,840,171 | $229.8M | 0.26% | +423,891+29.9% | Added |
| Dimensional Fund Advisors LP | 2,244,449 | $280.4M | 0.07% | +6,453+0.3% | Added |
| Diamond Hill Capital Management Inc | 2,270,362 | $283.7M | 1.30% | +326,923+16.8% | Added |
| Invesco Ltd. | 2,519,461 | $314.8M | 0.06% | +265,873+11.8% | Added |
| Geode Capital Management, LLC | 2,954,776 | $368.0M | 0.03% | +195,422+7.1% | Added |
| Wellington Management Group LLP | 3,217,125 | $401.9M | 0.08% | +960,603+42.6% | Added |
| State Street Corp | 4,997,110 | $624.3M | 0.03% | −123,493−2.4% | Reduced |
| BlackRock, Inc. | 9,623,707 | $1.20B | 0.03% | −158,149−1.6% | Reduced |
| FMR LLC | 10,723,476 | $1.34B | 0.09% | −174,890−1.6% | Reduced |
| Vanguard Group Inc | 13,363,975 | $1.67B | 0.03% | −343,545−2.5% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −498,793−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −182,892−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −103,409−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −87,245−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −69,641−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −60,238−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −60,173−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −42,294−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −41,973−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −39,485−100.0% | Sold out |
| Candelo Capital Management LP | 0 | $0 | 0.00% | −35,277−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −33,568−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −22,335−100.0% | Sold out |