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 |
|---|---|---|---|---|---|
| Hill City Capital, LP | 240,000 | $28.0M | 1.51% | 00.0% | Unchanged |
| HSBC Holdings PLC | 252,625 | $29.5M | 0.02% | −15,996−6.0% | Reduced |
| RBF Capital, LLC | 258,702 | $30.2M | 1.49% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 262,341 | $30.6M | 0.04% | +262,341 | New |
| Wells Fargo & Company | 262,458 | $30.6M | 0.01% | +3,204+1.2% | Added |
| Egerton Capital (UK) LLP | 262,628 | $30.6M | 0.31% | +262,628 | New |
| Thornburg Investment Management Inc | 271,574 | $31.7M | 0.41% | +45,618+20.2% | Added |
| Two Sigma Investments, LP | 278,410 | $32.5M | 0.06% | +278,410 | New |
| Lodge Hill Capital, LLC | 288,000 | $33.6M | 7.74% | +96,120+50.1% | Added |
| Price T Rowe Associates Inc | 290,128 | $33.9M | 0.00% | −1,119−0.4% | Reduced |
| JB Capital Partners LP | 292,265 | $34.1M | 6.32% | 00.0% | Unchanged |
| Nuveen, LLC | 292,361 | $34.1M | 0.01% | +1,507+0.5% | Added |
| Raymond James Financial Inc | 296,528 | $34.6M | 0.01% | +71,982+32.1% | Added |
| Seizert Capital Partners, LLC | 300,990 | $35.1M | 1.54% | +2,799+0.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 313,216 | $36.5M | 0.02% | +22,413+7.7% | Added |
| Envestnet Asset Management Inc | 315,735 | $36.8M | 0.01% | +8,386+2.7% | Added |
| First Trust Advisors LP | 316,845 | $37.0M | 0.03% | +16,135+5.4% | Added |
| Stadium Capital Management LLC | 317,592 | $37.1M | 34.12% | +90,101+39.6% | Added |
| Alyeska Investment Group, L.P. | 317,858 | $37.1M | 0.13% | +317,858 | New |
| Atreides Management, LP | 322,151 | $37.6M | 1.04% | +322,151 | New |
| Pictet Asset Management Holding SA | 335,485 | $39.1M | 0.04% | +50,021+17.5% | Added |
| American Century Companies Inc | 339,103 | $39.6M | 0.02% | −10,606−3.0% | Reduced |
| Commerce Bank | 340,562 | $39.7M | 0.23% | +1,552+0.5% | Added |
| LPL Financial LLC | 342,190 | $39.9M | 0.01% | +41,606+13.8% | Added |
| Russell Investments Group, Ltd. | 343,176 | $40.0M | 0.05% | +168,293+96.2% | Added |
| Swiss National Bank | 344,287 | $40.2M | 0.02% | +19,700+6.1% | Added |
| Barclays PLC | 370,526 | $43.2M | 0.02% | +127,553+52.5% | Added |
| Goldman Sachs Group Inc | 390,399 | $45.6M | 0.01% | +61,656+18.8% | Added |
| Ameriprise Financial Inc | 393,460 | $45.9M | 0.01% | −216,857−35.5% | Reduced |
| Citigroup Inc | 408,498 | $47.7M | 0.03% | +191,843+88.5% | Added |
| Robotti Robert | 415,803 | $48.5M | 9.10% | +2,051+0.5% | Added |
| AustralianSuper Pty Ltd | 420,477 | $49.1M | 0.25% | +115,505+37.9% | Added |
| Fiera Capital Corp | 426,122 | $49.7M | 0.17% | +159,343+59.7% | Added |
| Neuberger Berman Group LLC | 438,986 | $51.2M | 0.04% | +56,726+14.8% | Added |
| LSV Asset Management | 448,053 | $52.3M | 0.12% | −27,272−5.7% | Reduced |
| Qube Research & Technologies Ltd | 487,707 | $56.9M | 0.08% | +487,707 | New |
| Amundi | 448,316 | $57.3M | 0.02% | −103,664−18.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 494,327 | $57.7M | 0.23% | +278,640+129.2% | Added |
| JPMorgan Chase & Co | 516,164 | $60.2M | 0.00% | −434,378−45.7% | Reduced |
| Victory Capital Management Inc | 565,120 | $66.3M | 0.04% | +175,391+45.0% | Added |
| UBS Group AG | 570,774 | $66.6M | 0.01% | −3,493−0.6% | Reduced |
| Loomis Sayles & Co L P | 596,128 | $69.6M | 0.09% | +57,266+10.6% | Added |
| Bank of America Corp | 598,135 | $69.8M | 0.01% | +178,955+42.7% | Added |
| Frontier Capital Management Co LLC | 601,197 | $70.2M | 0.65% | −27,402−4.4% | Reduced |
| Deutsche Bank AG | 606,422 | $70.8M | 0.03% | −6,197−1.0% | Reduced |
| Legal & General Group Plc | 609,018 | $71.1M | 0.02% | −94,924−13.5% | Reduced |
| Alliancebernstein L.P. | 624,892 | $72.9M | 0.02% | −393,150−38.6% | Reduced |
| Coliseum Capital Management, LLC | 638,210 | $74.5M | 5.35% | +83,169+15.0% | Added |
| Kovitz Investment Group Partners, LLC | 673,480 | $78.6M | 0.34% | +144,496+27.3% | Added |
| Bank of New York Mellon Corp | 702,124 | $81.9M | 0.02% | −231,207−24.8% | Reduced |
| UBS Asset Management Americas Inc | 733,706 | $85.6M | 0.02% | +92,848+14.5% | Added |
| Capital World Investors | 760,228 | $88.7M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 766,867 | $89.5M | 0.17% | −10,062−1.3% | Reduced |
| Clearbridge Investments, LLC | 850,805 | $99.3M | 0.08% | −4,037−0.5% | Reduced |
| Janus Henderson Group PLC | 859,258 | $100.3M | 0.05% | +441,808+105.8% | Added |
| Evercore Wealth Management, LLC | 873,956 | $102.0M | 1.59% | −7,044−0.8% | Reduced |
| Assetmark, Inc | 903,428 | $105.4M | 0.25% | −6,479−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 924,296 | $107.9M | 0.02% | +14,430+1.6% | Added |
| Sands Capital Management, LLC | 1,016,773 | $118.6M | 0.34% | −34,771−3.3% | Reduced |
| Northern Trust Corp | 1,018,281 | $118.8M | 0.02% | −116,305−10.3% | Reduced |
| Boston Partners | 1,070,786 | $125.0M | 0.14% | −517,387−32.6% | Reduced |
| Norges Bank | 1,268,269 | $148.0M | 0.02% | −17,123−1.3% | Reduced |
| Baillie Gifford & Co | 1,524,282 | $177.9M | 0.13% | −36,693−2.4% | Reduced |
| Massachusetts Financial Services Co | 1,556,151 | $181.6M | 0.06% | +74,681+5.0% | Added |
| Morgan Stanley | 1,749,083 | $204.1M | 0.01% | +484,935+38.4% | Added |
| Voya Investment Management LLC | 1,757,978 | $204.9M | 0.20% | −82,193−4.5% | Reduced |
| Invesco Ltd. | 1,775,347 | $207.2M | 0.04% | −744,114−29.5% | Reduced |
| Brave Warrior Advisors, LLC | 1,827,261 | $213.2M | 4.89% | +585,683+47.2% | Added |
| Dimensional Fund Advisors LP | 2,194,262 | $256.1M | 0.06% | −50,187−2.2% | Reduced |
| Diamond Hill Capital Management Inc | 2,536,032 | $295.9M | 1.36% | +265,670+11.7% | Added |
| Geode Capital Management, LLC | 2,882,305 | $334.9M | 0.02% | −72,471−2.5% | Reduced |
| Wellington Management Group LLP | 3,383,803 | $394.9M | 0.07% | +166,678+5.2% | Added |
| State Street Corp | 5,026,553 | $586.5M | 0.02% | +29,443+0.6% | Added |
| BlackRock, Inc. | 8,638,602 | $1.01B | 0.02% | −985,105−10.2% | Reduced |
| FMR LLC | 11,626,978 | $1.36B | 0.08% | +903,502+8.4% | Added |
| Vanguard Group Inc | 12,555,323 | $1.47B | 0.02% | −808,652−6.1% | Reduced |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −366,394−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −231,184−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −213,562−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −152,599−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −84,300−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −73,746−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −55,732−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −50,578−100.0% | Sold out |
| Firetrail Investments Pty Ltd | 0 | $0 | 0.00% | −43,335−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,450−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −38,283−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −28,768−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,385−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −22,753−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −24,053−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −20,146−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −15,526−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −14,826−100.0% | Sold out |
| Monimus Capital Management, LP | 0 | $0 | 0.00% | −14,723−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −13,592−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,138−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −11,992−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,735−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −10,524−100.0% | Sold out |