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 |
|---|---|---|---|---|---|
| Sender Co & Partners, Inc. | 8,229 | $960.2K | 0.27% | +8,229 | New |
| TFR Capital, LLC. | 8,332 | $972.3K | 0.35% | +412+5.2% | Added |
| Burney Co | 8,440 | $984.9K | 0.03% | −9,064−51.8% | Reduced |
| NEOS Investment Management LLC | 8,744 | $1.02M | 0.01% | +1,783+25.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 8,845 | $1.03M | 0.01% | +1,975+28.7% | Added |
| Ionic Capital Management LLC | 9,000 | $1.05M | 1.18% | +9,000 | New |
| Pacer Advisors, Inc. | 9,127 | $1.07M | 0.00% | −862,859−99.0% | Reduced |
| Truvestments Capital LLC | 9,351 | $1.09M | 0.22% | +403+4.5% | Added |
| Oregon Public Employees Retirement Fund | 9,498 | $1.11M | 0.02% | −400−4.0% | Reduced |
| Levin Capital Strategies, L.P. | 9,500 | $1.11M | 0.11% | +5,500+137.5% | Added |
| Advisory Services Network, LLC | 8,760 | $1.11M | 0.02% | +3,879+79.5% | Added |
| Polianta Ltd | 9,600 | $1.12M | 0.48% | +9,600 | New |
| Epacria Capital Partners, LLC | 9,701 | $1.13M | 0.95% | 00.0% | Unchanged |
| Vestcor Inc | 9,798 | $1.14M | 0.03% | +653+7.1% | Added |
| Brown Advisory Inc | 9,823 | $1.15M | 0.00% | −623−6.0% | Reduced |
| Shufro Rose & Co LLC | 9,200 | $1.15M | 0.09% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 9,963 | $1.16M | 0.00% | −5,714−36.4% | Reduced |
| Crown Advisors Management, Inc. | 10,000 | $1.17M | 0.93% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,400 | $1.21M | 0.01% | −6,600−38.8% | Reduced |
| Tredje AP-fonden | 10,464 | $1.22M | 0.01% | +8,587+457.5% | Added |
| Wincap Financial LLC | 10,515 | $1.23M | 0.99% | +1,205+12.9% | Added |
| JustInvest LLC | 10,770 | $1.26M | 0.01% | −1,075−9.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,928 | $1.26M | 0.00% | −47,487−82.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 10,921 | $1.27M | 0.32% | +1,992+22.3% | Added |
| M&T Bank Corp | 11,208 | $1.31M | 0.00% | +6,967+164.3% | Added |
| Public Employees Retirement Association of Colorado | 11,333 | $1.32M | 0.01% | −674−5.6% | Reduced |
| The PNC Financial Services Group, Inc. | 11,352 | $1.32M | 0.00% | −1,267−10.0% | Reduced |
| GTS Securities LLC | 11,353 | $1.32M | 0.06% | +11,353 | New |
| Nordea Investment Management AB | 11,541 | $1.35M | 0.00% | +819+7.6% | Added |
| Bank of Nova Scotia | 11,642 | $1.36M | 0.00% | +1,680+16.9% | Added |
| Grange Capital, LLC | 11,827 | $1.38M | 1.44% | +11,827 | New |
| Woodline Partners LP | 11,954 | $1.39M | 0.01% | +2,231+22.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,109 | $1.41M | 0.00% | −1,903−13.6% | Reduced |
| Tabor Asset Management, LP | 12,144 | $1.42M | 0.99% | +5,853+93.0% | Added |
| CWM Advisors, LLC | 12,378 | $1.44M | 0.16% | −646−5.0% | Reduced |
| State of Alaska, Department of Revenue | 12,414 | $1.45M | 0.02% | −1,070−7.9% | Reduced |
| Capital Investment Advisors, LLC | 12,655 | $1.48M | 0.03% | −227−1.8% | Reduced |
| Truist Financial Corp | 12,709 | $1.48M | 0.00% | −1,621−11.3% | Reduced |
| Avanza Fonder AB | 13,107 | $1.53M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 13,122 | $1.53M | 0.00% | −1,055−7.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,177 | $1.54M | 0.01% | +372+2.9% | Added |
| SG Americas Securities, LLC | 13,231 | $1.54M | 0.01% | −2,289−14.7% | Reduced |
| Essex Investment Management Co LLC | 13,350 | $1.56M | 0.28% | −78−0.6% | Reduced |
| Strategic Investment Advisors | 13,457 | $1.57M | 0.15% | −2,691−16.7% | Reduced |
| King Luther Capital Management Corp | 13,456 | $1.57M | 0.01% | +1,235+10.1% | Added |
| 1832 Asset Management L.P. | 13,742 | $1.60M | 0.00% | −88,893−86.6% | Reduced |
| Benjamin Edwards Inc | 13,888 | $1.62M | 0.02% | +1,230+9.7% | Added |
| Cunning Capital Partners, LP | 13,970 | $1.63M | 0.85% | 00.0% | Unchanged |
| CIBC World Markets Corp | 14,041 | $1.64M | 0.01% | +159+1.1% | Added |
| Brinker Capital Investments, LLC | 14,050 | $1.64M | 0.01% | +4,600+48.7% | Added |
| Weiss Asset Management LP | 14,257 | $1.66M | 0.03% | +14,257 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,330 | $1.67M | 0.01% | +849+6.3% | Added |
| Bridges Investment Management Inc | 14,439 | $1.68M | 0.02% | +1,927+15.4% | Added |
| Carnegie Lake Advisors LLC | 14,528 | $1.70M | 0.67% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 14,545 | $1.70M | 0.01% | +317+2.2% | Added |
| Pekin Hardy Strauss, Inc. | 14,601 | $1.70M | 0.19% | +14,601 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,857 | $1.73M | 0.00% | −1,596,979−99.1% | Reduced |
| Intrinsic Value Partners, LLC | 14,910 | $1.74M | 1.55% | +14,910 | New |
| Soapstone Management L.P. | 15,000 | $1.75M | 1.16% | 00.0% | Unchanged |
| Soros Capital Management LLC | 15,075 | $1.76M | 0.54% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 15,082 | $1.76M | 0.02% | −355−2.3% | Reduced |
| Aquatic Capital Management LLC | 15,287 | $1.78M | 0.04% | +15,287 | New |
| Oppenheimer & Co Inc | 15,422 | $1.80M | 0.02% | −1,168−7.0% | Reduced |
| Omers Administration Corp | 15,533 | $1.81M | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,648 | $1.84M | 0.01% | +6,685+74.6% | Added |
| Yousif Capital Management, LLC | 15,823 | $1.85M | 0.02% | −316−2.0% | Reduced |
| Virginia Retirement Systems Et Al | 15,900 | $1.86M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 15,990 | $1.87M | 0.06% | +218+1.4% | Added |
| Heartland Advisors Inc | 16,054 | $1.87M | 0.10% | +16,054 | New |
| Hennessy Advisors Inc | 16,100 | $1.88M | 0.06% | −300−1.8% | Reduced |
| CIBC Asset Management Inc | 16,134 | $1.88M | 0.01% | −1,587−9.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,289 | $1.90M | 0.02% | −70.0% | Reduced |
| Hancock Whitney Corp | 16,305 | $1.90M | 0.04% | −9,861−37.7% | Reduced |
| Pathstone Holdings, LLC | 16,435 | $1.96M | 0.01% | −11,456−41.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,858 | $1.97M | 0.02% | +131+0.8% | Added |
| Assenagon Asset Management S.A. | 16,930 | $1.98M | 0.00% | −15,443−47.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 17,041 | $1.99M | 0.23% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,292 | $2.02M | 0.01% | +454+2.7% | Added |
| Scotia Capital Inc. | 17,382 | $2.03M | 0.01% | −4,278−19.8% | Reduced |
| Gabelli Funds LLC | 17,400 | $2.03M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,607 | $2.05M | 0.01% | +6,531+59.0% | Added |
| Daiwa Securities Group Inc. | 17,630 | $2.06M | 0.01% | +78+0.4% | Added |
| British Columbia Investment Management Corp | 17,898 | $2.09M | 0.01% | −4,113−18.7% | Reduced |
| Thoroughbred Financial Services, LLC | 18,192 | $2.12M | 0.15% | −7,369−28.8% | Reduced |
| UniSuper Management Pty Ltd | 18,419 | $2.15M | 0.01% | +1,767+10.6% | Added |
| Utah Retirement Systems | 18,701 | $2.18M | 0.02% | −167−0.9% | Reduced |
| Legato Capital Management LLC | 18,749 | $2.19M | 0.26% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 18,941 | $2.21M | 0.01% | −34,916−64.8% | Reduced |
| Baird Financial Group, Inc. | 18,942 | $2.21M | 0.00% | +13,215+230.7% | Added |
| Davenport & Co LLC | 19,106 | $2.23M | 0.01% | +16,810+732.1% | Added |
| Jefferies Financial Group Inc. | 19,500 | $2.28M | 0.04% | +13,600+230.5% | Added |
| LRT Capital Management, LLC | 19,532 | $2.28M | 1.35% | +14,831+315.5% | Added |
| Guild Investment Management, Inc. | 19,891 | $2.32M | 2.02% | +3,827+23.8% | Added |
| KBC Group NV | 19,922 | $2.33M | 0.01% | −10,581−34.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,988 | $2.33M | 0.01% | −22−0.1% | Reduced |
| Mackenzie Financial Corp | 20,112 | $2.35M | 0.00% | +5,541+38.0% | Added |
| South Dakota Investment Council | 20,501 | $2.39M | 0.05% | +6,876+50.5% | Added |
| APG Asset Management N.V. | 24,135 | $2.40M | 0.01% | +365+1.5% | Added |
| Creative Planning | 20,868 | $2.44M | 0.00% | −2,925−12.3% | Reduced |
| Pecaut & Co. | 20,935 | $2.44M | 0.81% | +13,631+186.6% | Added |