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 |
|---|---|---|---|---|---|
| Bamco Inc | 57,189 | $6.67M | 0.02% | +57,189 | New |
| Marathon Capital Management | 57,727 | $6.74M | 1.72% | +57,727 | New |
| Royal London Asset Management Ltd | 57,947 | $6.76M | 0.02% | +583+1.0% | Added |
| Nomura Asset Management Co Ltd | 58,108 | $6.78M | 0.02% | +3,221+5.9% | Added |
| CTF Capital Management, LP | 58,437 | $6.82M | 4.04% | +58,437 | New |
| Chevy Chase Trust Holdings, Inc. | 58,613 | $6.84M | 0.02% | −1,743−2.9% | Reduced |
| Natixis Advisors, L.P. | 59,018 | $6.89M | 0.01% | +46,766+381.7% | Added |
| Mariner, LLC | 59,695 | $6.97M | 0.01% | −271−0.5% | Reduced |
| Hudson Value Partners, LLC | 60,386 | $7.05M | 2.43% | +1,355+2.3% | Added |
| Mountaineer Partners Management, LLC | 62,464 | $7.29M | 4.82% | +4,253+7.3% | Added |
| Kailix Advisors LLC | 63,495 | $7.41M | 11.47% | +340+0.5% | Added |
| Manufacturers Life Insurance Company, The | 64,455 | $7.52M | 0.01% | −2,336−3.5% | Reduced |
| Turtle Creek Asset Management Inc. | 66,590 | $7.77M | 0.23% | +33,650+102.2% | Added |
| Schwartz Investment Counsel Inc | 67,400 | $7.86M | 0.26% | +65,000+2,708.3% | Added |
| Wedge Capital Management L L P | 67,883 | $7.92M | 0.14% | +9,664+16.6% | Added |
| Bank of Montreal | 68,523 | $8.00M | 0.00% | −23,203−25.3% | Reduced |
| Great West Life Assurance Co | 68,501 | $8.00M | 0.01% | −1,368−2.0% | Reduced |
| Prudential Financial Inc | 69,919 | $8.16M | 0.01% | +2,558+3.8% | Added |
| State of Wisconsin Investment Board | 70,166 | $8.19M | 0.02% | −9,293−11.7% | Reduced |
| Polar Capital Holdings Plc | 70,838 | $8.27M | 0.04% | +18,150+34.4% | Added |
| Franklin Resources Inc | 71,361 | $8.33M | 0.00% | −31,072−30.3% | Reduced |
| Aviva PLC | 72,942 | $8.51M | 0.02% | +68,476+1,533.3% | Added |
| Ensign Peak Advisors, Inc | 73,102 | $8.53M | 0.01% | −154,951−67.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 74,297 | $8.67M | 0.01% | +56,268+312.1% | Added |
| Whittier Trust Co of Nevada Inc | 74,510 | $8.69M | 0.20% | +2,333+3.2% | Added |
| M&G Plc | 76,938 | $9.00M | 0.05% | +76,938 | New |
| Cinctive Capital Management LP | 79,734 | $9.30M | 0.52% | +79,734 | New |
| Mountain Lake Investment Management LLC | 81,145 | $9.47M | 7.88% | +25,861+46.8% | Added |
| Royce & Associates LP | 83,121 | $9.70M | 0.10% | −10,100−10.8% | Reduced |
| Standard Life Aberdeen plc | 84,235 | $9.83M | 0.02% | +4,780+6.0% | Added |
| Inherent Management Corp. | 84,297 | $9.84M | 4.98% | 00.0% | Unchanged |
| De Lisle Partners LLP | 84,501 | $9.86M | 1.39% | +2,000+2.4% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 85,065 | $9.93M | 0.25% | +85,065 | New |
| Paradigm Capital Management Inc | 85,750 | $10.0M | 0.49% | 00.0% | Unchanged |
| Andra AP-fonden | 87,300 | $10.2M | 0.14% | +6,300+7.8% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 87,317 | $10.2M | 0.35% | +4,872+5.9% | Added |
| Allspring Global Investments Holdings, LLC | 80,969 | $10.3M | 0.02% | +8,904+12.4% | Added |
| Advisor Group Holdings, Inc. | 87,159 | $10.6M | 0.02% | +60,472+226.6% | Added |
| STRS Ohio | 95,668 | $11.2M | 0.04% | +668+0.7% | Added |
| Luxor Capital Group, LP | 96,300 | $11.2M | 1.46% | +96,300 | New |
| Distillate Capital Partners LLC | 98,871 | $11.5M | 0.62% | −4,214−4.1% | Reduced |
| SEI Investments Co | 100,663 | $11.7M | 0.01% | +35,676+54.9% | Added |
| Concentric Capital Strategies, LP | 100,936 | $11.8M | 0.66% | +84,843+527.2% | Added |
| Federated Hermes, Inc. | 101,081 | $11.8M | 0.02% | +31,846+46.0% | Added |
| Lord, Abbett & Co. LLC | 102,217 | $11.9M | 0.04% | +99,144+3,226.3% | Added |
| New York State Teachers Retirement System | 102,854 | $12.0M | 0.03% | −13,032−11.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 106,577 | $12.4M | 0.02% | −991,164−90.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,194 | $12.5M | 0.03% | +65,581+157.6% | Added |
| Illinois Municipal Retirement Fund | 109,032 | $12.7M | 0.17% | +3,125+3.0% | Added |
| Whittier Trust Co | 109,349 | $12.8M | 0.15% | +2,521+2.4% | Added |
| Citadel Advisors LLC | 110,544 | $12.9M | 0.01% | −348,523−75.9% | Reduced |
| Picton Mahoney Asset Management | 111,752 | $13.0M | 0.18% | +33,656+43.1% | Added |
| Natixis | 113,804 | $13.3M | 0.07% | +102,158+877.2% | Added |
| National Bank of Canada | 113,998 | $13.3M | 0.01% | +38,029+50.1% | Added |
| State Board of Administration of Florida Retirement System | 117,359 | $13.7M | 0.02% | +1,250+1.1% | Added |
| Atlantic Investment Management, Inc. | 119,000 | $13.9M | 7.09% | +119,000 | New |
| Principal Financial Group Inc | 120,552 | $14.1M | 0.01% | −17,488−12.7% | Reduced |
| Achmea Investment Management B.V. | 120,870 | $14.1M | 0.18% | +4,259+3.7% | Added |
| Mediolanum International Funds Ltd | 126,990 | $14.9M | 0.18% | +74,274+140.9% | Added |
| Fred Alger Management, LLC | 127,386 | $14.9M | 0.07% | −6,098−4.6% | Reduced |
| Parnassus Investments | 127,693 | $14.9M | 0.03% | +19,723+18.3% | Added |
| Punch & Associates Investment Management, Inc. | 127,838 | $14.9M | 0.92% | +5,376+4.4% | Added |
| Gotham Asset Management, LLC | 128,370 | $15.0M | 0.09% | −21,712−14.5% | Reduced |
| Kingdon Capital Management, L.L.C. | 128,500 | $15.0M | 2.90% | +128,500 | New |
| Korea Investment CORP | 130,390 | $15.2M | 0.03% | +49,220+60.6% | Added |
| Man Group plc | 132,844 | $15.5M | 0.03% | +44,463+50.3% | Added |
| Hauser Brothers GmbH | 142,448 | $16.6M | 16.54% | +26,548+22.9% | Added |
| Fisher Asset Management, LLC | 145,755 | $17.0M | 0.01% | −41,497−22.2% | Reduced |
| New York State Common Retirement Fund | 148,079 | $17.3M | 0.02% | +30,051+25.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 149,214 | $17.4M | 0.05% | −54,532−26.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 149,966 | $17.5M | 0.04% | −46,420−23.6% | Reduced |
| Kettle Hill Capital Management, LLC | 151,668 | $17.7M | 4.10% | +151,668 | New |
| Royal Bank of Canada | 154,912 | $18.1M | 0.00% | −51,662−25.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 156,200 | $18.2M | 0.03% | +86,758+124.9% | Added |
| Millennium Management LLC | 158,450 | $18.5M | 0.02% | +78,472+98.1% | Added |
| Susquehanna International Group, LLP | 160,925 | $18.8M | 0.03% | +106,812+197.4% | Added |
| Schonfeld Strategic Advisors LLC | 166,335 | $19.4M | 0.15% | −105,351−38.8% | Reduced |
| GoodHaven Capital Management, LLC | 170,570 | $19.9M | 6.92% | +2,850+1.7% | Added |
| Dendur Capital LP | 175,000 | $20.4M | 1.93% | +175,000 | New |
| Cerity Partners LLC | 175,781 | $20.5M | 0.04% | −5,115−2.8% | Reduced |
| AQR Capital Management LLC | 184,318 | $21.5M | 0.02% | −6,369−3.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 185,000 | $21.6M | 0.05% | −26,803−12.7% | Reduced |
| California State Teachers Retirement System | 189,197 | $22.1M | 0.02% | +6,396+3.5% | Added |
| Two Sigma Advisers, LP | 195,000 | $22.8M | 0.05% | +185,669+1,989.8% | Added |
| California Public Employees Retirement System | 195,152 | $22.8M | 0.01% | +2,560+1.3% | Added |
| Bessemer Group Inc | 196,506 | $22.9M | 0.04% | −416,112−67.9% | Reduced |
| KLCM Advisors, Inc. | 198,716 | $23.2M | 2.47% | +98,953+99.2% | Added |
| Long Focus Capital Management, LLC | 199,000 | $23.2M | 1.50% | +199,000 | New |
| HRT Financial LP | 199,819 | $23.3M | 0.10% | +31,116+18.4% | Added |
| Woodson Capital Management, LP | 200,000 | $23.3M | 4.19% | +50,000+33.3% | Added |
| BNP Paribas Arbitrage, SA | 203,179 | $23.7M | 0.02% | −37,735−15.7% | Reduced |
| Stifel Financial Corp | 211,328 | $24.7M | 0.02% | +12,627+6.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 212,366 | $24.8M | 0.02% | +13,337+6.7% | Added |
| Tocqueville Asset Management L.P. | 218,527 | $25.5M | 0.39% | +66,391+43.6% | Added |
| Moore Capital Management, LP | 219,790 | $25.6M | 0.51% | +219,790 | New |
| Oakworth Capital, Inc. | 222,411 | $26.0M | 1.67% | −6,152−2.7% | Reduced |
| Rhumbline Advisers | 233,624 | $27.3M | 0.02% | +1,294+0.6% | Added |
| Silvercrest Asset Management Group LLC | 236,328 | $27.6M | 0.19% | +174,637+283.1% | Added |
| O'Shaughnessy Asset Management, LLC | 239,520 | $27.9M | 0.19% | −27,763−10.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 239,663 | $28.0M | 0.10% | +79,481+49.6% | Added |