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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 7,928 | $960.2K | 0.05% | +1,099+16.1% | Added |
| Lighthouse Investment Partners, LLC | 8,000 | $970.0K | 0.03% | +3,770+89.1% | Added |
| Allianz Asset Management GmbH | 8,022 | $972.7K | 0.00% | −1,941−19.5% | Reduced |
| GTS Securities LLC | 8,217 | $996.3K | 0.04% | −3,136−27.6% | Reduced |
| XTX Topco Ltd | 8,237 | $998.7K | 0.05% | +8,237 | New |
| Intech Investment Management LLC | 8,422 | $1.02M | 0.01% | +975+13.1% | Added |
| Campbell & CO Investment Adviser LLC | 8,581 | $1.04M | 0.08% | +5,052+143.2% | Added |
| Truvestments Capital LLC | 8,589 | $1.04M | 0.19% | −762−8.1% | Reduced |
| Generali Asset Management SPA SGR | 8,699 | $1.05M | 0.02% | +8,699 | New |
| SummitTX Capital, L.P. | 8,771 | $1.06M | 0.04% | +8,771 | New |
| Lido Advisors, LLC | 8,857 | $1.07M | 0.00% | +4,181+89.4% | Added |
| Virginia Retirement Systems Et Al | 8,900 | $1.08M | 0.01% | −7,000−44.0% | Reduced |
| Ionic Capital Management LLC | 9,000 | $1.09M | 1.22% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 8,052 | $1.12M | 0.02% | +413+5.4% | Added |
| J. Safra Sarasin Holding AG | 9,363 | $1.14M | 0.02% | +6,584+236.9% | Added |
| Shufro Rose & Co LLC | 9,100 | $1.14M | 0.09% | −100−1.1% | Reduced |
| Assenagon Asset Management S.A. | 9,478 | $1.15M | 0.00% | −7,452−44.0% | Reduced |
| Public Employees Retirement Association of Colorado | 9,659 | $1.17M | 0.00% | −1,674−14.8% | Reduced |
| Epacria Capital Partners, LLC | 9,701 | $1.18M | 0.95% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,940 | $1.21M | 0.00% | +117+1.2% | Added |
| Crown Advisors Management, Inc. | 10,000 | $1.21M | 0.81% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 10,013 | $1.21M | 0.01% | −22,533−69.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 10,200 | $1.24M | 0.00% | −229,463−95.7% | Reduced |
| Wincap Financial LLC | 10,878 | $1.32M | 0.91% | +363+3.5% | Added |
| Hershey Financial Advisers, LLC | 10,954 | $1.33M | 1.14% | +10,954 | New |
| Walleye Capital LLC | 10,966 | $1.33M | 0.01% | +10,528+2,403.7% | Added |
| Westbourne Investments, Inc. | 11,500 | $1.34M | 0.64% | +4,306+59.9% | Added |
| JustInvest LLC | 11,096 | $1.35M | 0.01% | +326+3.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,528 | $1.40M | 0.04% | +11,528 | New |
| CAPROCK Group, Inc. | 10,213 | $1.42M | 0.03% | +10,213 | New |
| M&T Bank Corp | 11,820 | $1.43M | 0.00% | +612+5.5% | Added |
| State of Alaska, Department of Revenue | 11,834 | $1.43M | 0.01% | −580−4.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,391 | $1.45M | 0.00% | +1,463+14.7% | Added |
| Nordea Investment Management AB | 12,424 | $1.46M | 0.00% | +883+7.7% | Added |
| National Pension Service | 12,190 | $1.48M | 0.00% | +6,251+105.3% | Added |
| J.Safra Asset Management Corp | 12,336 | $1.50M | 0.09% | +4,712+61.8% | Added |
| NEOS Investment Management LLC | 12,357 | $1.50M | 0.01% | +3,613+41.3% | Added |
| Oregon Public Employees Retirement Fund | 12,672 | $1.54M | 0.02% | +3,174+33.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,755 | $1.55M | 0.01% | −422−3.2% | Reduced |
| Bank of Nova Scotia | 12,770 | $1.55M | 0.00% | +1,128+9.7% | Added |
| Cinctive Capital Management LP | 12,869 | $1.56M | 0.08% | −66,865−83.9% | Reduced |
| Strategic Investment Advisors | 12,939 | $1.57M | 0.14% | −518−3.8% | Reduced |
| Schroder Investment Management Group | 13,000 | $1.58M | 0.00% | +5,549+74.5% | Added |
| Macquarie Group Ltd | 13,004 | $1.58M | 0.00% | −11,278−46.4% | Reduced |
| Tredje AP-fonden | 13,009 | $1.58M | 0.01% | +2,545+24.3% | Added |
| Avanza Fonder AB | 13,035 | $1.58M | 0.04% | −72−0.5% | Reduced |
| Winton Group Ltd | 13,131 | $1.59M | 0.06% | −18,543−58.5% | Reduced |
| Capital Investment Advisors, LLC | 13,191 | $1.60M | 0.03% | +536+4.2% | Added |
| US Bancorp | 13,286 | $1.61M | 0.00% | +164+1.2% | Added |
| Knights of Columbus Asset Advisors LLC | 13,336 | $1.62M | 0.09% | −17,256−56.4% | Reduced |
| Virtu Financial LLC | 13,365 | $1.62M | 0.09% | +13,365 | New |
| King Luther Capital Management Corp | 13,456 | $1.63M | 0.01% | 00.0% | Unchanged |
| Tabor Asset Management, LP | 13,526 | $1.64M | 1.03% | +1,382+11.4% | Added |
| Carnegie Lake Advisors LLC | 13,544 | $1.64M | 0.63% | −984−6.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,833 | $1.67M | 0.00% | +1,724+14.2% | Added |
| Essex Investment Management Co LLC | 13,828 | $1.68M | 0.26% | +478+3.6% | Added |
| Main Street Financial Solutions, LLC | 13,903 | $1.69M | 0.11% | +6,496+87.7% | Added |
| Cunning Capital Partners, LP | 13,970 | $1.69M | 0.78% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 14,255 | $1.73M | 0.01% | −290−2.0% | Reduced |
| Brinker Capital Investments, LLC | 14,296 | $1.73M | 0.01% | +246+1.8% | Added |
| Canada Pension Plan Investment Board | 14,310 | $1.74M | 0.00% | −18,513−56.4% | Reduced |
| Mackenzie Financial Corp | 14,334 | $1.74M | 0.00% | −5,778−28.7% | Reduced |
| Teacher Retirement System of Texas | 14,474 | $1.75M | 0.01% | −2,818−16.3% | Reduced |
| The PNC Financial Services Group, Inc. | 14,485 | $1.76M | 0.00% | +3,133+27.6% | Added |
| Xponance, Inc. | 14,766 | $1.79M | 0.01% | −9,634−39.5% | Reduced |
| Intrinsic Value Partners, LLC | 14,780 | $1.79M | 1.45% | −130−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,857 | $1.80M | 0.00% | 00.0% | Unchanged |
| Soapstone Management L.P. | 15,000 | $1.82M | 1.23% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 15,001 | $1.82M | 0.18% | +400+2.7% | Added |
| New York Life Investment Management LLC | 15,055 | $1.83M | 0.02% | −27−0.2% | Reduced |
| Yousif Capital Management, LLC | 15,064 | $1.83M | 0.02% | −759−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 15,108 | $1.83M | 0.06% | −882−5.5% | Reduced |
| CWM Advisors, LLC | 15,168 | $1.84M | 0.18% | +2,790+22.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,200 | $1.84M | 0.02% | +4,800+46.2% | Added |
| CIBC Bancorp USA Inc. | 15,251 | $1.85M | 0.01% | +15,251 | New |
| Omers Administration Corp | 15,533 | $1.88M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 15,645 | $1.90M | 0.00% | +2,936+23.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,741 | $1.91M | 0.01% | +1,411+9.8% | Added |
| British Columbia Investment Management Corp | 15,887 | $1.93M | 0.01% | −2,011−11.2% | Reduced |
| Benjamin Edwards Inc | 15,934 | $1.93M | 0.02% | +2,046+14.7% | Added |
| Pathstone Holdings, LLC | 15,944 | $1.93M | 0.01% | −491−3.0% | Reduced |
| Hancock Whitney Corp | 16,120 | $1.95M | 0.04% | −185−1.1% | Reduced |
| CIBC Asset Management Inc | 16,139 | $1.96M | 0.01% | +50.0% | Added |
| Hennessy Advisors Inc | 16,300 | $1.98M | 0.07% | +200+1.2% | Added |
| Kempen Capital Management N.V. | 16,584 | $2.01M | 0.02% | +8,939+116.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,761 | $2.03M | 0.01% | +1,113+7.1% | Added |
| Oppenheimer & Co Inc | 16,839 | $2.04M | 0.02% | +1,417+9.2% | Added |
| Prescott Group Capital Management, L.L.C. | 17,041 | $2.07M | 0.22% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 17,301 | $2.10M | 0.13% | −891−4.9% | Reduced |
| Crescent Park Management, L.P. | 17,350 | $2.10M | 0.93% | +17,350 | New |
| Scotia Capital Inc. | 17,688 | $2.14M | 0.01% | +306+1.8% | Added |
| UniSuper Management Pty Ltd | 17,741 | $2.15M | 0.01% | −678−3.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,799 | $2.16M | 0.02% | +941+5.6% | Added |
| Utah Retirement Systems | 17,971 | $2.18M | 0.02% | −730−3.9% | Reduced |
| Daiwa Securities Group Inc. | 18,157 | $2.20M | 0.01% | +527+3.0% | Added |
| Holocene Advisors, LP | 18,432 | $2.23M | 0.01% | −20,443−52.6% | Reduced |
| Wolverine Asset Management LLC | 18,500 | $2.24M | 0.03% | −2,500−11.9% | Reduced |
| Legato Capital Management LLC | 18,749 | $2.27M | 0.25% | 00.0% | Unchanged |
| PEAK6 LLC | 18,792 | $2.28M | 0.06% | +16,683+791.0% | Added |
| Davenport & Co LLC | 19,077 | $2.31M | 0.01% | −29−0.2% | Reduced |