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 2025
Institutional positions in Builders FirstSource, Inc. as of Jun 30, 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
- 776
- 0 vs. Q1 2025
- Shares held
- 108.6M
- −775.0K (−0.7%) vs. Q1 2025
- Total value
- $12.7B
- −$980.3M (−7.2%) vs. Q1 2025
- New holders
- 120
- 283 more added
- Sold out
- 120
- 288 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,555,323 | $1.47B | 0.02% | −808,652−6.1% | Reduced |
| FMR LLC | 11,626,978 | $1.36B | 0.08% | +903,502+8.4% | Added |
| BlackRock, Inc. | 8,638,602 | $1.01B | 0.02% | −985,105−10.2% | Reduced |
| State Street Corp | 5,026,553 | $586.5M | 0.02% | +29,443+0.6% | Added |
| Wellington Management Group LLP | 3,383,803 | $394.9M | 0.07% | +166,678+5.2% | Added |
| Geode Capital Management, LLC | 2,882,305 | $334.9M | 0.02% | −72,471−2.5% | Reduced |
| Diamond Hill Capital Management Inc | 2,536,032 | $295.9M | 1.36% | +265,670+11.7% | Added |
| Dimensional Fund Advisors LP | 2,194,262 | $256.1M | 0.06% | −50,187−2.2% | Reduced |
| Brave Warrior Advisors, LLC | 1,827,261 | $213.2M | 4.89% | +585,683+47.2% | Added |
| Invesco Ltd. | 1,775,347 | $207.2M | 0.04% | −744,114−29.5% | Reduced |
| Voya Investment Management LLC | 1,757,978 | $204.9M | 0.20% | −82,193−4.5% | Reduced |
| Morgan Stanley | 1,749,083 | $204.1M | 0.01% | +484,935+38.4% | Added |
| Massachusetts Financial Services Co | 1,556,151 | $181.6M | 0.06% | +74,681+5.0% | Added |
| Baillie Gifford & Co | 1,524,282 | $177.9M | 0.13% | −36,693−2.4% | Reduced |
| Norges Bank | 1,268,269 | $148.0M | 0.02% | −17,123−1.3% | Reduced |
| Boston Partners | 1,070,786 | $125.0M | 0.14% | −517,387−32.6% | Reduced |
| Northern Trust Corp | 1,018,281 | $118.8M | 0.02% | −116,305−10.3% | Reduced |
| Sands Capital Management, LLC | 1,016,773 | $118.6M | 0.34% | −34,771−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 924,296 | $107.9M | 0.02% | +14,430+1.6% | Added |
| Assetmark, Inc | 903,428 | $105.4M | 0.25% | −6,479−0.7% | Reduced |
| Evercore Wealth Management, LLC | 873,956 | $102.0M | 1.59% | −7,044−0.8% | Reduced |
| Janus Henderson Group PLC | 859,258 | $100.3M | 0.05% | +441,808+105.8% | Added |
| Clearbridge Investments, LLC | 850,805 | $99.3M | 0.08% | −4,037−0.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 766,867 | $89.5M | 0.17% | −10,062−1.3% | Reduced |
| Capital World Investors | 760,228 | $88.7M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 733,706 | $85.6M | 0.02% | +92,848+14.5% | Added |
| Bank of New York Mellon Corp | 702,124 | $81.9M | 0.02% | −231,207−24.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 673,480 | $78.6M | 0.34% | +144,496+27.3% | Added |
| Coliseum Capital Management, LLC | 638,210 | $74.5M | 5.35% | +83,169+15.0% | Added |
| Alliancebernstein L.P. | 624,892 | $72.9M | 0.02% | −393,150−38.6% | Reduced |
| Legal & General Group Plc | 609,018 | $71.1M | 0.02% | −94,924−13.5% | Reduced |
| Deutsche Bank AG | 606,422 | $70.8M | 0.03% | −6,197−1.0% | Reduced |
| Frontier Capital Management Co LLC | 601,197 | $70.2M | 0.65% | −27,402−4.4% | Reduced |
| Bank of America Corp | 598,135 | $69.8M | 0.01% | +178,955+42.7% | Added |
| Loomis Sayles & Co L P | 596,128 | $69.6M | 0.09% | +57,266+10.6% | Added |
| UBS Group AG | 570,774 | $66.6M | 0.01% | −3,493−0.6% | Reduced |
| Victory Capital Management Inc | 565,120 | $66.3M | 0.04% | +175,391+45.0% | Added |
| JPMorgan Chase & Co | 516,164 | $60.2M | 0.00% | −434,378−45.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 494,327 | $57.7M | 0.23% | +278,640+129.2% | Added |
| Amundi | 448,316 | $57.3M | 0.02% | −103,664−18.8% | Reduced |
| Qube Research & Technologies Ltd | 487,707 | $56.9M | 0.08% | +487,707 | New |
| LSV Asset Management | 448,053 | $52.3M | 0.12% | −27,272−5.7% | Reduced |
| Neuberger Berman Group LLC | 438,986 | $51.2M | 0.04% | +56,726+14.8% | Added |
| Fiera Capital Corp | 426,122 | $49.7M | 0.17% | +159,343+59.7% | Added |
| AustralianSuper Pty Ltd | 420,477 | $49.1M | 0.25% | +115,505+37.9% | Added |
| Robotti Robert | 415,803 | $48.5M | 9.10% | +2,051+0.5% | Added |
| Citigroup Inc | 408,498 | $47.7M | 0.03% | +191,843+88.5% | Added |
| Ameriprise Financial Inc | 393,460 | $45.9M | 0.01% | −216,857−35.5% | Reduced |
| Goldman Sachs Group Inc | 390,399 | $45.6M | 0.01% | +61,656+18.8% | Added |
| Barclays PLC | 370,526 | $43.2M | 0.02% | +127,553+52.5% | Added |
| Swiss National Bank | 344,287 | $40.2M | 0.02% | +19,700+6.1% | Added |
| Russell Investments Group, Ltd. | 343,176 | $40.0M | 0.05% | +168,293+96.2% | Added |
| LPL Financial LLC | 342,190 | $39.9M | 0.01% | +41,606+13.8% | Added |
| Commerce Bank | 340,562 | $39.7M | 0.23% | +1,552+0.5% | Added |
| American Century Companies Inc | 339,103 | $39.6M | 0.02% | −10,606−3.0% | Reduced |
| Pictet Asset Management Holding SA | 335,485 | $39.1M | 0.04% | +50,021+17.5% | Added |
| Atreides Management, LP | 322,151 | $37.6M | 1.04% | +322,151 | New |
| Alyeska Investment Group, L.P. | 317,858 | $37.1M | 0.13% | +317,858 | New |
| Stadium Capital Management LLC | 317,592 | $37.1M | 34.12% | +90,101+39.6% | Added |
| First Trust Advisors LP | 316,845 | $37.0M | 0.03% | +16,135+5.4% | Added |
| Envestnet Asset Management Inc | 315,735 | $36.8M | 0.01% | +8,386+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 313,216 | $36.5M | 0.02% | +22,413+7.7% | Added |
| Seizert Capital Partners, LLC | 300,990 | $35.1M | 1.54% | +2,799+0.9% | Added |
| Raymond James Financial Inc | 296,528 | $34.6M | 0.01% | +71,982+32.1% | Added |
| Nuveen, LLC | 292,361 | $34.1M | 0.01% | +1,507+0.5% | Added |
| JB Capital Partners LP | 292,265 | $34.1M | 6.32% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 290,128 | $33.9M | 0.00% | −1,119−0.4% | Reduced |
| Lodge Hill Capital, LLC | 288,000 | $33.6M | 7.74% | +96,120+50.1% | Added |
| Two Sigma Investments, LP | 278,410 | $32.5M | 0.06% | +278,410 | New |
| Thornburg Investment Management Inc | 271,574 | $31.7M | 0.41% | +45,618+20.2% | Added |
| Egerton Capital (UK) LLP | 262,628 | $30.6M | 0.31% | +262,628 | New |
| Wells Fargo & Company | 262,458 | $30.6M | 0.01% | +3,204+1.2% | Added |
| Renaissance Technologies LLC | 262,341 | $30.6M | 0.04% | +262,341 | New |
| RBF Capital, LLC | 258,702 | $30.2M | 1.49% | 00.0% | Unchanged |
| HSBC Holdings PLC | 252,625 | $29.5M | 0.02% | −15,996−6.0% | Reduced |
| Hill City Capital, LP | 240,000 | $28.0M | 1.51% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 239,663 | $28.0M | 0.10% | +79,481+49.6% | Added |
| O'Shaughnessy Asset Management, LLC | 239,520 | $27.9M | 0.19% | −27,763−10.4% | Reduced |
| Silvercrest Asset Management Group LLC | 236,328 | $27.6M | 0.19% | +174,637+283.1% | Added |
| Rhumbline Advisers | 233,624 | $27.3M | 0.02% | +1,294+0.6% | Added |
| Oakworth Capital, Inc. | 222,411 | $26.0M | 1.67% | −6,152−2.7% | Reduced |
| Moore Capital Management, LP | 219,790 | $25.6M | 0.51% | +219,790 | New |
| Tocqueville Asset Management L.P. | 218,527 | $25.5M | 0.39% | +66,391+43.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 212,366 | $24.8M | 0.02% | +13,337+6.7% | Added |
| Stifel Financial Corp | 211,328 | $24.7M | 0.02% | +12,627+6.4% | Added |
| BNP Paribas Arbitrage, SA | 203,179 | $23.7M | 0.02% | −37,735−15.7% | Reduced |
| Woodson Capital Management, LP | 200,000 | $23.3M | 4.19% | +50,000+33.3% | Added |
| HRT Financial LP | 199,819 | $23.3M | 0.10% | +31,116+18.4% | Added |
| Long Focus Capital Management, LLC | 199,000 | $23.2M | 1.50% | +199,000 | New |
| KLCM Advisors, Inc. | 198,716 | $23.2M | 2.47% | +98,953+99.2% | Added |
| Bessemer Group Inc | 196,506 | $22.9M | 0.04% | −416,112−67.9% | Reduced |
| California Public Employees Retirement System | 195,152 | $22.8M | 0.01% | +2,560+1.3% | Added |
| Two Sigma Advisers, LP | 195,000 | $22.8M | 0.05% | +185,669+1,989.8% | Added |
| California State Teachers Retirement System | 189,197 | $22.1M | 0.02% | +6,396+3.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 185,000 | $21.6M | 0.05% | −26,803−12.7% | Reduced |
| AQR Capital Management LLC | 184,318 | $21.5M | 0.02% | −6,369−3.3% | Reduced |
| Cerity Partners LLC | 175,781 | $20.5M | 0.04% | −5,115−2.8% | Reduced |
| Dendur Capital LP | 175,000 | $20.4M | 1.93% | +175,000 | New |
| GoodHaven Capital Management, LLC | 170,570 | $19.9M | 6.92% | +2,850+1.7% | Added |
| Schonfeld Strategic Advisors LLC | 166,335 | $19.4M | 0.15% | −105,351−38.8% | Reduced |