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, Q3 2025
Institutional positions in Builders FirstSource, Inc. as of Sep 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
- 778
- +14 vs. Q2 2025
- Shares held
- 112.1M
- +4.81M (+4.5%) vs. Q2 2025
- Total value
- $13.6B
- +$1.07B (+8.5%) vs. Q2 2025
- New holders
- 110
- 253 more added
- Sold out
- 96
- 307 more reduced
12 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,424,724 | $1.51B | 0.02% | −130,599−1.0% | Reduced |
| FMR LLC | 11,405,266 | $1.38B | 0.07% | −221,712−1.9% | Reduced |
| BlackRock, Inc. | 8,707,871 | $1.06B | 0.02% | +69,269+0.8% | Added |
| State Street Corp | 4,992,263 | $605.3M | 0.02% | −34,290−0.7% | Reduced |
| Capital International Investors | 3,543,420 | $429.6M | 0.07% | +3,543,420 | New |
| Wellington Management Group LLP | 3,242,962 | $393.2M | 0.07% | −140,841−4.2% | Reduced |
| Geode Capital Management, LLC | 2,803,538 | $338.5M | 0.02% | −78,767−2.7% | Reduced |
| Sands Capital Management, LLC | 2,430,902 | $294.7M | 0.81% | +1,414,129+139.1% | Added |
| Dimensional Fund Advisors LP | 1,915,904 | $232.3M | 0.05% | −278,358−12.7% | Reduced |
| Victory Capital Management Inc | 1,893,483 | $229.6M | 0.14% | +1,328,363+235.1% | Added |
| Franklin Resources Inc | 1,854,525 | $224.9M | 0.06% | +1,783,164+2,498.8% | Added |
| Boston Partners | 1,852,292 | $224.6M | 0.23% | +781,506+73.0% | Added |
| Brave Warrior Advisors, LLC | 1,805,381 | $218.9M | 5.08% | −21,880−1.2% | Reduced |
| Morgan Stanley | 1,779,563 | $215.8M | 0.01% | +30,480+1.7% | Added |
| Diamond Hill Capital Management Inc | 1,651,067 | $200.2M | 0.95% | −884,965−34.9% | Reduced |
| Voya Investment Management LLC | 1,616,576 | $195.8M | 0.20% | −141,402−8.0% | Reduced |
| Invesco Ltd. | 1,545,870 | $187.4M | 0.03% | −229,477−12.9% | Reduced |
| Baillie Gifford & Co | 1,469,801 | $178.2M | 0.13% | −54,481−3.6% | Reduced |
| Frontier Capital Management Co LLC | 1,290,648 | $156.5M | 1.40% | +689,451+114.7% | Added |
| Massachusetts Financial Services Co | 1,101,986 | $133.6M | 0.04% | −454,165−29.2% | Reduced |
| Northern Trust Corp | 983,918 | $119.3M | 0.02% | −34,363−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 982,472 | $119.1M | 0.02% | +58,176+6.3% | Added |
| Envestnet Asset Management Inc | 912,144 | $110.6M | 0.03% | +596,409+188.9% | Added |
| Goldman Sachs Group Inc | 896,223 | $108.7M | 0.02% | +505,824+129.6% | Added |
| Clearbridge Investments, LLC | 889,501 | $107.9M | 0.08% | +38,696+4.5% | Added |
| Public Sector Pension Investment Board | 881,439 | $106.9M | 0.39% | +873,439+10,918.0% | Added |
| Evercore Wealth Management, LLC | 870,088 | $105.5M | 1.55% | −3,868−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 779,092 | $94.5M | 0.15% | +12,225+1.6% | Added |
| Capital World Investors | 768,520 | $93.2M | 0.01% | +8,292+1.1% | Added |
| Bank of New York Mellon Corp | 764,574 | $92.7M | 0.02% | +62,450+8.9% | Added |
| JPMorgan Chase & Co | 747,375 | $90.6M | 0.01% | +231,211+44.8% | Added |
| Neuberger Berman Group LLC | 713,569 | $86.5M | 0.06% | +274,583+62.5% | Added |
| Bank of America Corp | 698,794 | $84.7M | 0.01% | +100,659+16.8% | Added |
| Kovitz Investment Group Partners, LLC | 685,587 | $83.1M | 0.32% | +12,107+1.8% | Added |
| Janus Henderson Group PLC | 674,266 | $81.8M | 0.04% | −184,992−21.5% | Reduced |
| Assetmark, Inc | 667,387 | $80.9M | 0.17% | −236,041−26.1% | Reduced |
| Westfield Capital Management Co LP | 616,032 | $74.7M | 0.31% | +616,032 | New |
| Alliancebernstein L.P. | 600,461 | $72.8M | 0.02% | −24,431−3.9% | Reduced |
| Legal & General Group Plc | 596,024 | $72.3M | 0.02% | −12,994−2.1% | Reduced |
| Loomis Sayles & Co L P | 589,907 | $71.5M | 0.09% | −6,221−1.0% | Reduced |
| UBS Group AG | 555,970 | $67.4M | 0.01% | −14,804−2.6% | Reduced |
| Deutsche Bank AG | 543,950 | $66.0M | 0.02% | −62,472−10.3% | Reduced |
| Pacer Advisors, Inc. | 534,626 | $64.8M | 0.17% | +525,499+5,757.6% | Added |
| UBS Asset Management Americas Inc | 521,326 | $63.2M | 0.01% | −212,380−28.9% | Reduced |
| Fiera Capital Corp | 480,609 | $58.3M | 0.19% | +54,487+12.8% | Added |
| Bessemer Group Inc | 461,934 | $56.0M | 0.09% | +265,428+135.1% | Added |
| American Century Companies Inc | 449,012 | $54.4M | 0.03% | +109,909+32.4% | Added |
| Royal Bank of Canada | 426,292 | $51.7M | 0.01% | +271,380+175.2% | Added |
| Robotti Robert | 413,979 | $50.2M | 8.71% | −1,824−0.4% | Reduced |
| Commerce Bank | 369,965 | $44.9M | 0.25% | +29,403+8.6% | Added |
| First Trust Advisors LP | 365,944 | $44.4M | 0.03% | +49,099+15.5% | Added |
| Barclays PLC | 363,009 | $44.0M | 0.02% | −7,517−2.0% | Reduced |
| Lord, Abbett & Co. LLC | 349,931 | $42.4M | 0.13% | +247,714+242.3% | Added |
| Amundi | 333,499 | $42.4M | 0.01% | −114,817−25.6% | Reduced |
| Lodge Hill Capital, LLC | 328,000 | $39.8M | 7.10% | +40,000+13.9% | Added |
| Swiss National Bank | 318,487 | $38.6M | 0.02% | −25,800−7.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 309,102 | $37.5M | 0.02% | −4,114−1.3% | Reduced |
| Seizert Capital Partners, LLC | 301,836 | $36.6M | 1.59% | +846+0.3% | Added |
| Ameriprise Financial Inc | 293,960 | $35.6M | 0.01% | −99,500−25.3% | Reduced |
| Raymond James Financial Inc | 293,406 | $35.6M | 0.01% | −3,122−1.1% | Reduced |
| JB Capital Partners LP | 292,265 | $35.4M | 6.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 288,854 | $35.0M | 0.03% | −46,631−13.9% | Reduced |
| Citigroup Inc | 278,025 | $33.7M | 0.02% | −130,473−31.9% | Reduced |
| Silvercrest Asset Management Group LLC | 275,865 | $33.4M | 0.22% | +39,537+16.7% | Added |
| Citadel Advisors LLC | 270,427 | $32.8M | 0.03% | +159,883+144.6% | Added |
| Wells Fargo & Company | 267,661 | $32.5M | 0.01% | +5,203+2.0% | Added |
| RBF Capital, LLC | 258,702 | $31.4M | 1.44% | 00.0% | Unchanged |
| Nuveen, LLC | 253,401 | $30.7M | 0.01% | −38,960−13.3% | Reduced |
| Hill City Capital, LP | 240,000 | $29.1M | 1.23% | 00.0% | Unchanged |
| Comerica Bank | 232,212 | $28.2M | 0.11% | +195,159+526.7% | Added |
| Stifel Financial Corp | 227,309 | $27.6M | 0.03% | +15,981+7.6% | Added |
| Oakworth Capital, Inc. | 226,386 | $27.4M | 1.59% | +3,975+1.8% | Added |
| Rhumbline Advisers | 224,767 | $27.3M | 0.02% | −8,857−3.8% | Reduced |
| LPL Financial LLC | 220,686 | $26.8M | 0.01% | −121,504−35.5% | Reduced |
| Zurich Insurance Group Ltd | 218,654 | $26.5M | 0.19% | +218,654 | New |
| BNP Paribas Arbitrage, SA | 218,394 | $26.5M | 0.02% | +15,215+7.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 216,597 | $26.3M | 0.02% | +4,231+2.0% | Added |
| Tocqueville Asset Management L.P. | 214,790 | $26.0M | 0.38% | −3,737−1.7% | Reduced |
| HSBC Holdings PLC | 215,363 | $26.0M | 0.02% | −37,262−14.7% | Reduced |
| AustralianSuper Pty Ltd | 213,561 | $25.9M | 0.12% | −206,916−49.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 208,686 | $25.3M | 0.15% | −30,834−12.9% | Reduced |
| California Public Employees Retirement System | 187,268 | $22.7M | 0.01% | −7,884−4.0% | Reduced |
| Stadium Capital Management LLC | 182,792 | $22.2M | 23.69% | −134,800−42.4% | Reduced |
| California State Teachers Retirement System | 178,358 | $21.6M | 0.02% | −10,839−5.7% | Reduced |
| Cerity Partners LLC | 175,988 | $21.3M | 0.03% | +207+0.1% | Added |
| Russell Investments Group, Ltd. | 175,013 | $21.2M | 0.02% | −168,163−49.0% | Reduced |
| GoodHaven Capital Management, LLC | 170,520 | $20.7M | 6.66% | −500.0% | Reduced |
| Price T Rowe Associates Inc | 169,204 | $20.5M | 0.00% | −120,924−41.7% | Reduced |
| KLCM Advisors, Inc. | 162,649 | $19.7M | 1.97% | −36,067−18.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 158,398 | $19.2M | 0.04% | −26,602−14.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 151,732 | $18.4M | 0.03% | −4,468−2.9% | Reduced |
| Kingdon Capital Management, L.L.C. | 150,000 | $18.2M | 2.85% | +21,500+16.7% | Added |
| Cartenna Capital, LP | 150,000 | $18.2M | 0.95% | +150,000 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 145,904 | $17.7M | 0.05% | −3,310−2.2% | Reduced |
| Thornburg Investment Management Inc | 145,844 | $17.7M | 0.23% | −125,730−46.3% | Reduced |
| New York State Common Retirement Fund | 143,879 | $17.4M | 0.02% | −4,200−2.8% | Reduced |
| LSV Asset Management | 141,957 | $17.2M | 0.04% | −306,096−68.3% | Reduced |
| Woodson Capital Management, LP | 139,000 | $16.9M | 3.24% | −61,000−30.5% | Reduced |
| Atreides Management, LP | 137,154 | $16.6M | 0.43% | −184,997−57.4% | Reduced |
| Moore Capital Management, LP | 135,804 | $16.5M | 0.33% | −83,986−38.2% | Reduced |