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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.

Q2 2025 vs. Q1 2025

How the institutions holding Builders FirstSource, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of BLDR: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders785107750
Shares109.4M77.5K108.6M−775.0K (−0.7%)
Value$13.7B$9.67M$12.7B−$980.3M (−7.2%)

10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (120)

Institutions that held Builders FirstSource, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 120 by value.

Institutions new to BLDR in Q2 2025
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd487,707$56.9M0.08%
Atreides Management, LP322,151$37.6M1.04%
Alyeska Investment Group, L.P.317,858$37.1M0.13%
Two Sigma Investments, LP278,410$32.5M0.06%
Egerton Capital (UK) LLP262,628$30.6M0.31%
Renaissance Technologies LLC262,341$30.6M0.04%
Moore Capital Management, LP219,790$25.6M0.51%
Long Focus Capital Management, LLC199,000$23.2M1.50%
Dendur Capital LP175,000$20.4M1.93%
Kettle Hill Capital Management, LLC151,668$17.7M4.10%
Kingdon Capital Management, L.L.C.128,500$15.0M2.90%
Atlantic Investment Management, Inc.119,000$13.9M7.09%
Luxor Capital Group, LP96,300$11.2M1.46%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office85,065$9.93M0.25%
Cinctive Capital Management LP79,734$9.30M0.52%
M&G Plc76,938$9.00M0.05%
CTF Capital Management, LP58,437$6.82M4.04%
Marathon Capital Management57,727$6.74M1.72%
Bamco Inc57,189$6.67M0.02%
Edentree Asset Management Ltd54,750$6.39M1.77%
Harber Asset Management LLC52,529$6.13M1.97%
Capital Fund Management S.A.49,428$5.77M0.06%
Swedbank AB49,010$5.72M0.01%
Cna Financial Corp40,000$4.67M2.39%
Loews Corp40,000$4.67M0.04%
Zimmer Partners, LP40,000$4.67M0.11%
AYAL Capital Advisors Ltd40,000$4.67M2.54%
683 Capital Management, LLC38,000$4.43M0.45%
Threadgill Financial, LLC31,028$3.62M1.94%
Old West Investment Management, LLC29,005$3.38M1.12%
Group One Trading, L.P.24,170$2.82M0.09%
Delta Global Management LP22,508$2.63M0.18%
Vise Technologies, Inc.21,267$2.48M0.10%
Y-Intercept (Hong Kong) Ltd21,255$2.48M0.06%
Wolverine Asset Management LLC21,000$2.45M0.04%
Heartland Advisors Inc16,054$1.87M0.10%
Aquatic Capital Management LLC15,287$1.78M0.04%
Intrinsic Value Partners, LLC14,910$1.74M1.55%
Pekin Hardy Strauss, Inc.14,601$1.70M0.19%
Weiss Asset Management LP14,257$1.66M0.03%
Grange Capital, LLC11,827$1.38M1.44%
GTS Securities LLC11,353$1.32M0.06%
Polianta Ltd9,600$1.12M0.48%
Ionic Capital Management LLC9,000$1.05M1.18%
Sender Co & Partners, Inc.8,229$960.2K0.27%
Gradient Investments LLC8,159$952.1K0.02%
Moors & Cabot, Inc.7,744$903.6K0.04%
Glenmede Investment Management, LP7,691$897.5K0.00%
Mizuho Securities USA LLC7,639$891.4K0.02%
Main Street Financial Solutions, LLC7,407$864.3K0.06%
Park Avenue Securities LLC6,427$750.0K0.01%
Balyasny Asset Management LLC5,013$585.0K0.00%
Lighthouse Investment Partners, LLC4,230$493.6K0.02%
Summit Trail Advisors, LLC4,060$473.8K0.01%
Alpha Wealth Funds, LLC4,000$468.0K0.44%
Triton Wealth Management, PLLC3,426$454.9K0.19%
Aprio Wealth Management, LLC3,582$418.0K0.05%
Eventide Asset Management, LLC3,526$412.5K0.01%
Private Advisor Group, LLC3,493$407.6K0.00%
Callan Family Office, LLC3,482$406.3K0.01%
J2 Capital Management Inc2,916$340.3K0.27%
111 Capital2,909$339.5K0.06%
American Trust2,708$316.0K0.03%
Chapman Financial Group, LLC2,695$314.5K0.27%
MidWestOne Financial Group, Inc.2,686$313.4K0.04%
Councilmark Asset Management, LLC2,675$312.1K0.20%
AXA S.A.2,642$308.3K0.00%
Diametric Capital, LP2,636$307.6K0.16%
Wexford Capital LP2,600$303.4K0.08%
Bennett Selby Investments LP2,583$301.4K0.11%
Williams Jones Wealth Management, LLC.2,500$291.7K0.00%
D. E. Shaw & Co., Inc.2,303$268.7K0.00%
Aster Capital Management (DIFC) Ltd2,263$264.1K0.06%
Altshuler Shaham Ltd2,250$262.6K0.01%
Wealthfront Advisers LLC2,171$253.3K0.00%
Patton Fund Management, Inc.2,047$238.9K0.05%
Intellectus Partners, LLC2,000$233.4K0.05%
Claret Asset Management Corp1,988$232.0K0.03%
HighPoint Advisor Group LLC1,913$223.2K0.01%
Guidance Capital, Inc1,667$217.0K0.06%
Merit Financial Group, LLC1,858$216.8K0.00%
Inscription Capital, LLC1,833$213.9K0.03%
Oxford Asset Management LLP1,823$212.7K0.07%
Headlands Technologies LLC1,821$212.5K0.03%
Wealthspire Advisors, LLC1,714$200.0K0.00%
Canada Post Corp Registered Pension Plan1,640$191.4K0.01%
Family Legacy Financial Solutions, LLC1,604$187.2K0.16%
FNY Investment Advisers, LLC1,271$148.0K0.06%
Clear Street Markets LLC1,074$125.3K0.04%
Hilltop National Bank872$101.8K0.03%
Erste Asset Management GmbH600$70.2K0.00%
Mount Yale Investment Advisors, LLC578$67.4K0.01%
Quest Partners LLC578$67.4K0.01%
Global Retirement Partners, LLC450$52.5K0.00%
MUFG Securities EMEA plc327$38.2K0.00%
Onefund, LLC325$38.0K0.03%
Versant Capital Management, Inc209$24.4K0.00%
Ameritas Advisory Services, LLC123$14.4K0.00%
Twin Peaks Wealth Advisors, LLC101$13.9K0.00%
GFG Capital, LLC107$12.5K0.00%

Sold out (120)

Institutions that held Builders FirstSource, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 120 by value.

Institutions that sold out of BLDR in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Brandywine Global Investment Management, LLC366,394$45.8M
Artemis Investment Management LLP231,184$28.9M
Epoch Investment Partners, Inc.213,562$26.7M
Marshall Wace, LLP152,599$19.1M
Railway Pension Investments Ltd84,300$10.5M
Wilkinson Global Asset Management LLC73,746$9.21M
PGGM Investments55,732$6.96M
Alberta Investment Management Corp50,578$6.32M
Firetrail Investments Pty Ltd43,335$5.47M
ExodusPoint Capital Management, LP38,450$4.80M
Lingohr & Partner Asset Management GmbH38,283$4.78M
Edgestream Partners, L.P.28,768$3.59M
Corebridge Financial, Inc.27,385$3.42M
Aware Super Pty Ltd as trustee of Aware Super22,753$2.84M
Brasada Capital Management, LP24,053$2.74M
Van Eck Associates Corp20,146$2.52M
Regents Gate Capital LLP15,526$1.94M
Ontario Teachers Pension Plan Board14,826$1.85M
Monimus Capital Management, LP14,723$1.84M
Waratah Capital Advisors Ltd.13,592$1.70M
IMC-Chicago, LLC13,138$1.64M
Paragon Advisors, LLC11,992$1.50M
Mercer Global Advisors Inc11,735$1.47M
Redwood Investment Management, LLC10,524$1.31M
Paradigm Asset Management Co LLC9,100$1.14M
Vinva Investment Management Ltd8,701$1.08M
SummitTX Capital, L.P.8,472$1.06M
Boothbay Fund Management, LLC8,115$1.01M
CIBC World Markets Inc.7,778$971.8K
XTX Topco Ltd7,593$948.7K
Blueshift Asset Management, LLC6,897$861.7K
Connor, Clark & Lunn Investment Management Ltd.6,685$835.2K
Allstate Corp6,183$772.5K
Malaga Cove Capital, LLC4,932$616.2K
Ruane, Cunniff & Goldfarb L.P.4,700$587.2K
CSS LLC4,412$551.2K
PFG Advisors4,191$523.6K
GF Fund Management Co. Ltd.3,916$489.3K
Axq Capital, LP3,728$465.8K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,700$462.3K
Prairiewood Capital, LLC3,567$445.7K
BTC Capital Management, Inc.3,512$438.8K
Caption Management, LLC3,500$437.3K
Delta Investment Management, LLC3,422$427.5K
Banco Santander, S.A.3,370$421.0K
RSM US Wealth Management LLC3,182$397.6K
ING Groep NV3,110$388.8K
Aristeia Capital LLC3,042$380.1K
Wahed Invest LLC3,011$376.2K
Michael B. Yongue2,944$367.8K
Caxton Associates LLP2,833$354.0K
United Services Automobile Association2,841$353.7K
Boston Private Wealth LLC2,651$331.2K
Johnson Investment Counsel Inc2,611$326.2K
Diversify Advisory Services, LLC2,689$323.4K
Flagship Harbor Advisors, LLC2,575$321.7K
Jain Global LLC2,502$312.6K
Retireful, LLC2,448$304.8K
Atom Investors LP2,380$297.4K
Wedmont Private Capital2,455$296.8K
Simplex Trading, LLC2,341$292.0K
3Chopt Investment Partners, LLC2,306$288.1K
Sig Brokerage, LP2,275$284.2K
Dynamic Technology Lab Private Ltd2,220$277.0K
Pinebridge Investments, L.P.2,204$275.4K
Affinity Investment Advisors, LLC2,175$271.7K
Johnson Financial Group, Inc.1,969$246.0K
Landscape Capital Management, L.L.C.1,949$243.5K
Meiji Yasuda Asset Management Co Ltd.1,836$229.4K
MQS Management LLC1,826$228.1K
Monument Capital Management1,767$220.7K
Advisors Capital Management, LLC1,755$219.4K
Ibex Investors LLC1,750$218.6K
Occudo Quantitative Strategies LP1,735$216.0K
Abn Amro Investment Solutions1,727$215.8K
Fulton Bank, N.A.1,716$214.4K
Dorsey Wright & Associates1,687$211.0K
World Equity Group, Inc.1,653$206.5K
Norris Financial Group, LLC1,643$205.3K
Aptus Capital Advisors, LLC1,618$202.2K
Wealthcare Advisory Partners LLC1,614$201.7K
Riverwater Partners LLC1,609$201.0K
Greenleaf Trust1,605$200.5K
First Dallas Securities Inc.1,600$200.0K
Corsair Capital Management, L.P.1,552$193.9K
Neo Ivy Capital Management1,428$178.4K
Continuum Advisory, LLC1,407$175.8K
Wayfinding Financial, LLC764$95.0K
New Age Alpha Advisors, LLC640$80.0K
Mather Group, LLC.595$74.3K
Generali Asset Management SPA SGR473$59.1K
Evermay Wealth Management LLC400$50.0K
BOK Financial Private Wealth, Inc.361$45.1K
PSI Advisors, LLC275$34.4K
FWL Investment Management, LLC239$29.9K
Grove Bank & Trust153$19.1K
American National Bank109$13.6K
Ameliora Wealth Management Ltd.100$12.5K
Pittenger & Anderson Inc90$11.2K
MRP Capital Investments, LLC90$11.2K

Not filed for Q2 2025 yet (10)

Institutions that held Builders FirstSource, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BLDR in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
CAPROCK Group, Inc.16,653$2.08M
CCM Investment Group, LLC12,869$1.60M
Rakuten Investment Management, Inc.10,518$1.31M
Orion Portfolio Solutions, LLC9,450$1.18M
Mizuho Securities USA LLC9,215$1.15M
Credit Agricole S A8,110$1.01M
Glenmede Trust Co NA7,078$884.3K
Keeley-Teton Advisors, LLC3,100$387.3K
Lindbrook Capital, LLC484$60.5K
Sandy Spring Bank23$2.87K