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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 160,925 | $18.8M | 0.03% | +106,812+197.4% | Added |
| Millennium Management LLC | 158,450 | $18.5M | 0.02% | +78,472+98.1% | Added |
| Adage Capital Partners GP, L.L.C. | 156,200 | $18.2M | 0.03% | +86,758+124.9% | Added |
| Royal Bank of Canada | 154,912 | $18.1M | 0.00% | −51,662−25.0% | Reduced |
| Kettle Hill Capital Management, LLC | 151,668 | $17.7M | 4.10% | +151,668 | New |
| Caisse de Depot Et Placement du Quebec | 149,966 | $17.5M | 0.04% | −46,420−23.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 149,214 | $17.4M | 0.05% | −54,532−26.8% | Reduced |
| New York State Common Retirement Fund | 148,079 | $17.3M | 0.02% | +30,051+25.5% | Added |
| Fisher Asset Management, LLC | 145,755 | $17.0M | 0.01% | −41,497−22.2% | Reduced |
| Hauser Brothers GmbH | 142,448 | $16.6M | 16.54% | +26,548+22.9% | Added |
| Man Group plc | 132,844 | $15.5M | 0.03% | +44,463+50.3% | Added |
| Korea Investment CORP | 130,390 | $15.2M | 0.03% | +49,220+60.6% | Added |
| Kingdon Capital Management, L.L.C. | 128,500 | $15.0M | 2.90% | +128,500 | New |
| Gotham Asset Management, LLC | 128,370 | $15.0M | 0.09% | −21,712−14.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 127,838 | $14.9M | 0.92% | +5,376+4.4% | Added |
| Parnassus Investments | 127,693 | $14.9M | 0.03% | +19,723+18.3% | Added |
| Fred Alger Management, LLC | 127,386 | $14.9M | 0.07% | −6,098−4.6% | Reduced |
| Mediolanum International Funds Ltd | 126,990 | $14.9M | 0.18% | +74,274+140.9% | Added |
| Achmea Investment Management B.V. | 120,870 | $14.1M | 0.18% | +4,259+3.7% | Added |
| Principal Financial Group Inc | 120,552 | $14.1M | 0.01% | −17,488−12.7% | Reduced |
| Atlantic Investment Management, Inc. | 119,000 | $13.9M | 7.09% | +119,000 | New |
| State Board of Administration of Florida Retirement System | 117,359 | $13.7M | 0.02% | +1,250+1.1% | Added |
| National Bank of Canada | 113,998 | $13.3M | 0.01% | +38,029+50.1% | Added |
| Natixis | 113,804 | $13.3M | 0.07% | +102,158+877.2% | Added |
| Picton Mahoney Asset Management | 111,752 | $13.0M | 0.18% | +33,656+43.1% | Added |
| Citadel Advisors LLC | 110,544 | $12.9M | 0.01% | −348,523−75.9% | Reduced |
| Whittier Trust Co | 109,349 | $12.8M | 0.15% | +2,521+2.4% | Added |
| Illinois Municipal Retirement Fund | 109,032 | $12.7M | 0.17% | +3,125+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,194 | $12.5M | 0.03% | +65,581+157.6% | Added |
| Robeco Institutional Asset Management B.V. | 106,577 | $12.4M | 0.02% | −991,164−90.3% | Reduced |
| New York State Teachers Retirement System | 102,854 | $12.0M | 0.03% | −13,032−11.2% | Reduced |
| Lord, Abbett & Co. LLC | 102,217 | $11.9M | 0.04% | +99,144+3,226.3% | Added |
| Federated Hermes, Inc. | 101,081 | $11.8M | 0.02% | +31,846+46.0% | Added |
| Concentric Capital Strategies, LP | 100,936 | $11.8M | 0.66% | +84,843+527.2% | Added |
| SEI Investments Co | 100,663 | $11.7M | 0.01% | +35,676+54.9% | Added |
| Distillate Capital Partners LLC | 98,871 | $11.5M | 0.62% | −4,214−4.1% | Reduced |
| Luxor Capital Group, LP | 96,300 | $11.2M | 1.46% | +96,300 | New |
| STRS Ohio | 95,668 | $11.2M | 0.04% | +668+0.7% | Added |
| Advisor Group Holdings, Inc. | 87,159 | $10.6M | 0.02% | +60,472+226.6% | Added |
| Allspring Global Investments Holdings, LLC | 80,969 | $10.3M | 0.02% | +8,904+12.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 87,317 | $10.2M | 0.35% | +4,872+5.9% | Added |
| Andra AP-fonden | 87,300 | $10.2M | 0.14% | +6,300+7.8% | Added |
| Paradigm Capital Management Inc | 85,750 | $10.0M | 0.49% | 00.0% | Unchanged |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 85,065 | $9.93M | 0.25% | +85,065 | New |
| De Lisle Partners LLP | 84,501 | $9.86M | 1.39% | +2,000+2.4% | Added |
| Inherent Management Corp. | 84,297 | $9.84M | 4.98% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 84,235 | $9.83M | 0.02% | +4,780+6.0% | Added |
| Royce & Associates LP | 83,121 | $9.70M | 0.10% | −10,100−10.8% | Reduced |
| Mountain Lake Investment Management LLC | 81,145 | $9.47M | 7.88% | +25,861+46.8% | Added |
| Cinctive Capital Management LP | 79,734 | $9.30M | 0.52% | +79,734 | New |
| M&G Plc | 76,938 | $9.00M | 0.05% | +76,938 | New |
| Whittier Trust Co of Nevada Inc | 74,510 | $8.69M | 0.20% | +2,333+3.2% | Added |
| Arrowstreet Capital, Limited Partnership | 74,297 | $8.67M | 0.01% | +56,268+312.1% | Added |
| Ensign Peak Advisors, Inc | 73,102 | $8.53M | 0.01% | −154,951−67.9% | Reduced |
| Aviva PLC | 72,942 | $8.51M | 0.02% | +68,476+1,533.3% | Added |
| Franklin Resources Inc | 71,361 | $8.33M | 0.00% | −31,072−30.3% | Reduced |
| Polar Capital Holdings Plc | 70,838 | $8.27M | 0.04% | +18,150+34.4% | Added |
| State of Wisconsin Investment Board | 70,166 | $8.19M | 0.02% | −9,293−11.7% | Reduced |
| Prudential Financial Inc | 69,919 | $8.16M | 0.01% | +2,558+3.8% | Added |
| Great West Life Assurance Co | 68,501 | $8.00M | 0.01% | −1,368−2.0% | Reduced |
| Bank of Montreal | 68,523 | $8.00M | 0.00% | −23,203−25.3% | Reduced |
| Wedge Capital Management L L P | 67,883 | $7.92M | 0.14% | +9,664+16.6% | Added |
| Schwartz Investment Counsel Inc | 67,400 | $7.86M | 0.26% | +65,000+2,708.3% | Added |
| Turtle Creek Asset Management Inc. | 66,590 | $7.77M | 0.23% | +33,650+102.2% | Added |
| Manufacturers Life Insurance Company, The | 64,455 | $7.52M | 0.01% | −2,336−3.5% | Reduced |
| Kailix Advisors LLC | 63,495 | $7.41M | 11.47% | +340+0.5% | Added |
| Mountaineer Partners Management, LLC | 62,464 | $7.29M | 4.82% | +4,253+7.3% | Added |
| Hudson Value Partners, LLC | 60,386 | $7.05M | 2.43% | +1,355+2.3% | Added |
| Mariner, LLC | 59,695 | $6.97M | 0.01% | −271−0.5% | Reduced |
| Natixis Advisors, L.P. | 59,018 | $6.89M | 0.01% | +46,766+381.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 58,613 | $6.84M | 0.02% | −1,743−2.9% | Reduced |
| CTF Capital Management, LP | 58,437 | $6.82M | 4.04% | +58,437 | New |
| Nomura Asset Management Co Ltd | 58,108 | $6.78M | 0.02% | +3,221+5.9% | Added |
| Royal London Asset Management Ltd | 57,947 | $6.76M | 0.02% | +583+1.0% | Added |
| Marathon Capital Management | 57,727 | $6.74M | 1.72% | +57,727 | New |
| Bamco Inc | 57,189 | $6.67M | 0.02% | +57,189 | New |
| Cambria Investment Management, L.P. | 57,126 | $6.67M | 0.45% | −7,240−11.2% | Reduced |
| Hudson Bay Capital Management LP | 55,499 | $6.48M | 0.04% | −75,742−57.7% | Reduced |
| DekaBank Deutsche Girozentrale | 54,675 | $6.39M | 0.01% | −1,376−2.5% | Reduced |
| Edentree Asset Management Ltd | 54,750 | $6.39M | 1.77% | +54,750 | New |
| Retirement Systems of Alabama | 53,239 | $6.21M | 0.02% | −1,016−1.9% | Reduced |
| Harber Asset Management LLC | 52,529 | $6.13M | 1.97% | +52,529 | New |
| Treasurer of the State of North Carolina | 52,141 | $6.08M | 0.02% | +329+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 52,106 | $6.08M | 0.06% | −1,591−3.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,369 | $5.88M | 0.01% | −977−1.9% | Reduced |
| Mutual of America Capital Management LLC | 49,991 | $5.83M | 0.06% | −2,418−4.6% | Reduced |
| Squarepoint Ops LLC | 49,951 | $5.83M | 0.01% | +45,406+999.0% | Added |
| Capital Fund Management S.A. | 49,428 | $5.77M | 0.06% | +49,428 | New |
| Swedbank AB | 49,010 | $5.72M | 0.01% | +49,010 | New |
| Investment House LLC | 47,007 | $5.72M | 0.29% | +6,344+15.6% | Added |
| Rafferty Asset Management, LLC | 48,915 | $5.71M | 0.02% | +4,938+11.2% | Added |
| Teachers Retirement System of the State of Kentucky | 48,902 | $5.71M | 0.05% | +4,607+10.4% | Added |
| Eagle Global Advisors LLC | 48,450 | $5.65M | 0.23% | −1,805−3.6% | Reduced |
| CI Private Wealth, LLC | 47,120 | $5.50M | 0.01% | −2,493−5.0% | Reduced |
| Asset Management One Co.,Ltd. | 46,744 | $5.45M | 0.02% | −595−1.3% | Reduced |
| Toronto Dominion Bank | 45,415 | $5.30M | 0.01% | +5,054+12.5% | Added |
| Altus Wealth Group LLC | 45,007 | $5.25M | 2.32% | −140.0% | Reduced |
| Stratos Wealth Partners, LTD. | 44,624 | $5.21M | 0.07% | +4,471+11.1% | Added |
| Cullen/Frost Bankers, Inc. | 44,561 | $5.20M | 0.07% | +15,185+51.7% | Added |
| Cetera Investment Advisers | 43,840 | $5.12M | 0.01% | −5,383−10.9% | Reduced |