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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 16,930 | $1.98M | 0.00% | −15,443−47.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,858 | $1.97M | 0.02% | +131+0.8% | Added |
| Pathstone Holdings, LLC | 16,435 | $1.96M | 0.01% | −11,456−41.1% | Reduced |
| Hancock Whitney Corp | 16,305 | $1.90M | 0.04% | −9,861−37.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,289 | $1.90M | 0.02% | −70.0% | Reduced |
| CIBC Asset Management Inc | 16,134 | $1.88M | 0.01% | −1,587−9.0% | Reduced |
| Hennessy Advisors Inc | 16,100 | $1.88M | 0.06% | −300−1.8% | Reduced |
| Heartland Advisors Inc | 16,054 | $1.87M | 0.10% | +16,054 | New |
| Ameritas Investment Partners, Inc. | 15,990 | $1.87M | 0.06% | +218+1.4% | Added |
| Virginia Retirement Systems Et Al | 15,900 | $1.86M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 15,823 | $1.85M | 0.02% | −316−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,648 | $1.84M | 0.01% | +6,685+74.6% | Added |
| Omers Administration Corp | 15,533 | $1.81M | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,422 | $1.80M | 0.02% | −1,168−7.0% | Reduced |
| Aquatic Capital Management LLC | 15,287 | $1.78M | 0.04% | +15,287 | New |
| New York Life Investment Management LLC | 15,082 | $1.76M | 0.02% | −355−2.3% | Reduced |
| Soros Capital Management LLC | 15,075 | $1.76M | 0.54% | 00.0% | Unchanged |
| Soapstone Management L.P. | 15,000 | $1.75M | 1.16% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 14,910 | $1.74M | 1.55% | +14,910 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,857 | $1.73M | 0.00% | −1,596,979−99.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,601 | $1.70M | 0.19% | +14,601 | New |
| Nissay Asset Management Corp | 14,545 | $1.70M | 0.01% | +317+2.2% | Added |
| Carnegie Lake Advisors LLC | 14,528 | $1.70M | 0.67% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 14,439 | $1.68M | 0.02% | +1,927+15.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,330 | $1.67M | 0.01% | +849+6.3% | Added |
| Weiss Asset Management LP | 14,257 | $1.66M | 0.03% | +14,257 | New |
| Brinker Capital Investments, LLC | 14,050 | $1.64M | 0.01% | +4,600+48.7% | Added |
| CIBC World Markets Corp | 14,041 | $1.64M | 0.01% | +159+1.1% | Added |
| Cunning Capital Partners, LP | 13,970 | $1.63M | 0.85% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 13,888 | $1.62M | 0.02% | +1,230+9.7% | Added |
| 1832 Asset Management L.P. | 13,742 | $1.60M | 0.00% | −88,893−86.6% | Reduced |
| King Luther Capital Management Corp | 13,456 | $1.57M | 0.01% | +1,235+10.1% | Added |
| Strategic Investment Advisors | 13,457 | $1.57M | 0.15% | −2,691−16.7% | Reduced |
| Essex Investment Management Co LLC | 13,350 | $1.56M | 0.28% | −78−0.6% | Reduced |
| SG Americas Securities, LLC | 13,231 | $1.54M | 0.01% | −2,289−14.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,177 | $1.54M | 0.01% | +372+2.9% | Added |
| US Bancorp | 13,122 | $1.53M | 0.00% | −1,055−7.4% | Reduced |
| Avanza Fonder AB | 13,107 | $1.53M | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 12,709 | $1.48M | 0.00% | −1,621−11.3% | Reduced |
| Capital Investment Advisors, LLC | 12,655 | $1.48M | 0.03% | −227−1.8% | Reduced |
| State of Alaska, Department of Revenue | 12,414 | $1.45M | 0.02% | −1,070−7.9% | Reduced |
| CWM Advisors, LLC | 12,378 | $1.44M | 0.16% | −646−5.0% | Reduced |
| Tabor Asset Management, LP | 12,144 | $1.42M | 0.99% | +5,853+93.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,109 | $1.41M | 0.00% | −1,903−13.6% | Reduced |
| Woodline Partners LP | 11,954 | $1.39M | 0.01% | +2,231+22.9% | Added |
| Grange Capital, LLC | 11,827 | $1.38M | 1.44% | +11,827 | New |
| Bank of Nova Scotia | 11,642 | $1.36M | 0.00% | +1,680+16.9% | Added |
| Nordea Investment Management AB | 11,541 | $1.35M | 0.00% | +819+7.6% | Added |
| GTS Securities LLC | 11,353 | $1.32M | 0.06% | +11,353 | New |
| The PNC Financial Services Group, Inc. | 11,352 | $1.32M | 0.00% | −1,267−10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 11,333 | $1.32M | 0.01% | −674−5.6% | Reduced |
| M&T Bank Corp | 11,208 | $1.31M | 0.00% | +6,967+164.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 10,921 | $1.27M | 0.32% | +1,992+22.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,928 | $1.26M | 0.00% | −47,487−82.7% | Reduced |
| JustInvest LLC | 10,770 | $1.26M | 0.01% | −1,075−9.1% | Reduced |
| Wincap Financial LLC | 10,515 | $1.23M | 0.99% | +1,205+12.9% | Added |
| Tredje AP-fonden | 10,464 | $1.22M | 0.01% | +8,587+457.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,400 | $1.21M | 0.01% | −6,600−38.8% | Reduced |
| Crown Advisors Management, Inc. | 10,000 | $1.17M | 0.93% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 9,963 | $1.16M | 0.00% | −5,714−36.4% | Reduced |
| Shufro Rose & Co LLC | 9,200 | $1.15M | 0.09% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,823 | $1.15M | 0.00% | −623−6.0% | Reduced |
| Vestcor Inc | 9,798 | $1.14M | 0.03% | +653+7.1% | Added |
| Epacria Capital Partners, LLC | 9,701 | $1.13M | 0.95% | 00.0% | Unchanged |
| Polianta Ltd | 9,600 | $1.12M | 0.48% | +9,600 | New |
| Advisory Services Network, LLC | 8,760 | $1.11M | 0.02% | +3,879+79.5% | Added |
| Levin Capital Strategies, L.P. | 9,500 | $1.11M | 0.11% | +5,500+137.5% | Added |
| Oregon Public Employees Retirement Fund | 9,498 | $1.11M | 0.02% | −400−4.0% | Reduced |
| Truvestments Capital LLC | 9,351 | $1.09M | 0.22% | +403+4.5% | Added |
| Pacer Advisors, Inc. | 9,127 | $1.07M | 0.00% | −862,859−99.0% | Reduced |
| Ionic Capital Management LLC | 9,000 | $1.05M | 1.18% | +9,000 | New |
| Vaughan Nelson Investment Management, L.P. | 8,845 | $1.03M | 0.01% | +1,975+28.7% | Added |
| NEOS Investment Management LLC | 8,744 | $1.02M | 0.01% | +1,783+25.6% | Added |
| Burney Co | 8,440 | $984.9K | 0.03% | −9,064−51.8% | Reduced |
| TFR Capital, LLC. | 8,332 | $972.3K | 0.35% | +412+5.2% | Added |
| Sender Co & Partners, Inc. | 8,229 | $960.2K | 0.27% | +8,229 | New |
| Gradient Investments LLC | 8,159 | $952.1K | 0.02% | +8,159 | New |
| Level Four Advisory Services, LLC | 8,105 | $945.8K | 0.03% | +1,701+26.6% | Added |
| Two Sigma Securities, LLC | 8,096 | $944.7K | 0.12% | +2,833+53.8% | Added |
| Public Sector Pension Investment Board | 8,000 | $933.5K | 0.00% | −7,662−48.9% | Reduced |
| Harmony Asset Management LLC | 7,850 | $916.0K | 0.34% | +1,500+23.6% | Added |
| Tectonic Advisors LLC | 7,747 | $904.0K | 0.05% | −845−9.8% | Reduced |
| AlphaCore Capital LLC | 7,744 | $903.6K | 0.03% | +5,641+268.2% | Added |
| Moors & Cabot, Inc. | 7,744 | $903.6K | 0.04% | +7,744 | New |
| Glenmede Investment Management, LP | 7,691 | $897.5K | 0.00% | +7,691 | New |
| Kempen Capital Management N.V. | 7,645 | $892.1K | 0.01% | +1,582+26.1% | Added |
| Mizuho Securities USA LLC | 7,639 | $891.4K | 0.02% | +7,639 | New |
| J.Safra Asset Management Corp | 7,624 | $889.6K | 0.06% | +1,542+25.4% | Added |
| QRG Capital Management, Inc. | 7,617 | $888.9K | 0.01% | −12,874−62.8% | Reduced |
| Bokf, NA | 7,610 | $888.0K | 0.01% | −14,911−66.2% | Reduced |
| Eqis Capital Management, Inc. | 7,549 | $880.8K | 0.07% | +1,088+16.8% | Added |
| Schroder Investment Management Group | 7,451 | $869.5K | 0.00% | −6,705−47.4% | Reduced |
| Intech Investment Management LLC | 7,447 | $869.0K | 0.01% | −6,814−47.8% | Reduced |
| Sterling Capital Management LLC | 7,431 | $867.1K | 0.01% | +1,675+29.1% | Added |
| Main Street Financial Solutions, LLC | 7,407 | $864.3K | 0.06% | +7,407 | New |
| Northwest & Ethical Investments L.P. | 7,378 | $863.7K | 0.02% | +1,600+27.7% | Added |
| Kentucky Retirement Systems | 7,254 | $846.5K | 0.02% | −476−6.2% | Reduced |
| Jump Financial, LLC | 7,223 | $842.9K | 0.01% | +4,264+144.1% | Added |
| Westbourne Investments, Inc. | 7,194 | $839.5K | 0.45% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,059 | $823.7K | 0.01% | −11,573−62.1% | Reduced |