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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 50,503 | $6.12M | 0.06% | +512+1.0% | Added |
| Cetera Investment Advisers | 50,569 | $6.13M | 0.01% | +6,729+15.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,805 | $6.28M | 0.01% | +1,436+2.9% | Added |
| Harber Asset Management LLC | 52,196 | $6.33M | 2.27% | −333−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 53,085 | $6.44M | 0.03% | +11,891+28.9% | Added |
| Mercer Global Advisors Inc | 53,130 | $6.44M | 0.01% | +53,130 | New |
| Royal London Asset Management Ltd | 53,151 | $6.44M | 0.01% | −4,796−8.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 53,241 | $6.46M | 0.08% | +8,680+19.5% | Added |
| Cambria Investment Management, L.P. | 53,345 | $6.47M | 0.39% | −3,781−6.6% | Reduced |
| DekaBank Deutsche Girozentrale | 54,675 | $6.49M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 55,145 | $6.69M | 0.01% | +36,203+191.1% | Added |
| Hudson Bay Capital Management LP | 56,146 | $6.81M | 0.04% | +647+1.2% | Added |
| DnB Asset Management AS | 56,360 | $6.83M | 0.03% | +27,783+97.2% | Added |
| Turtle Creek Asset Management Inc. | 56,540 | $6.86M | 0.21% | −10,050−15.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 56,570 | $6.86M | 0.02% | −2,043−3.5% | Reduced |
| Wedge Capital Management L L P | 56,793 | $6.89M | 0.12% | −11,090−16.3% | Reduced |
| Bamco Inc | 57,196 | $6.94M | 0.02% | +70.0% | Added |
| Federated Hermes, Inc. | 57,226 | $6.94M | 0.01% | −43,855−43.4% | Reduced |
| Ensign Peak Advisors, Inc | 57,922 | $7.02M | 0.01% | −15,180−20.8% | Reduced |
| Marathon Capital Management | 58,051 | $7.04M | 1.61% | +324+0.6% | Added |
| Hudson Value Partners, LLC | 59,148 | $7.17M | 2.25% | −1,238−2.1% | Reduced |
| Swedbank AB | 59,242 | $7.18M | 0.01% | +10,232+20.9% | Added |
| Parkwood LLC | 59,489 | $7.21M | 0.70% | +59,489 | New |
| Cercano Management LLC | 60,300 | $7.31M | 0.28% | +60,300 | New |
| Mountaineer Partners Management, LLC | 60,759 | $7.37M | 4.28% | −1,705−2.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,364 | $7.44M | 0.02% | −45,830−42.8% | Reduced |
| Thrivent Financial for Lutherans | 61,483 | $7.46M | 0.01% | +56,923+1,248.3% | Added |
| Prudential Financial Inc | 62,474 | $7.57M | 0.01% | −7,445−10.6% | Reduced |
| Old West Investment Management, LLC | 63,299 | $7.68M | 1.76% | +34,294+118.2% | Added |
| Great West Life Assurance Co | 64,221 | $7.68M | 0.01% | −4,280−6.2% | Reduced |
| State of Wisconsin Investment Board | 64,236 | $7.79M | 0.02% | −5,930−8.5% | Reduced |
| Quantinno Capital Management LP | 64,523 | $7.82M | 0.02% | +27,819+75.8% | Added |
| Littlejohn & Co LLC | 67,000 | $8.12M | 4.10% | +67,000 | New |
| Robeco Institutional Asset Management B.V. | 67,134 | $8.14M | 0.01% | −39,443−37.0% | Reduced |
| Standard Life Aberdeen plc | 69,030 | $8.26M | 0.01% | −15,205−18.1% | Reduced |
| Korea Investment CORP | 68,187 | $8.27M | 0.02% | −62,203−47.7% | Reduced |
| Public Employees Retirement System of Ohio | 69,203 | $8.39M | 0.03% | +30,206+77.5% | Added |
| National Bank of Canada | 69,621 | $8.44M | 0.01% | −44,377−38.9% | Reduced |
| Natixis Advisors, L.P. | 71,389 | $8.65M | 0.01% | +12,371+21.0% | Added |
| Zimmer Partners, LP | 73,000 | $8.85M | 0.22% | +33,000+82.5% | Added |
| Polar Capital Holdings Plc | 73,088 | $8.86M | 0.04% | +2,250+3.2% | Added |
| AQR Capital Management LLC | 75,522 | $8.91M | 0.01% | −108,796−59.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 73,612 | $8.93M | 0.48% | +73,612 | New |
| CTF Capital Management, LP | 75,000 | $9.09M | 4.24% | +16,563+28.3% | Added |
| Twinbeech Capital LP | 75,811 | $9.19M | 0.36% | +75,811 | New |
| Mountain Lake Investment Management LLC | 76,562 | $9.28M | 6.91% | −4,583−5.6% | Reduced |
| Aviva PLC | 77,475 | $9.39M | 0.02% | +4,533+6.2% | Added |
| Advisor Group Holdings, Inc. | 76,115 | $9.43M | 0.01% | −11,044−12.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 74,145 | $9.53M | 0.20% | −365−0.5% | Reduced |
| Long Focus Capital Management, LLC | 80,000 | $9.70M | 0.55% | −119,000−59.8% | Reduced |
| Bank of Montreal | 80,470 | $9.76M | 0.00% | +11,947+17.4% | Added |
| Manufacturers Life Insurance Company, The | 81,509 | $9.88M | 0.01% | +17,054+26.5% | Added |
| Schwartz Investment Counsel Inc | 81,800 | $9.92M | 0.33% | +14,400+21.4% | Added |
| Royce & Associates LP | 83,121 | $10.1M | 0.10% | 00.0% | Unchanged |
| De Lisle Partners LLP | 84,501 | $10.2M | 1.26% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 85,750 | $10.4M | 0.45% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 87,096 | $10.6M | 0.36% | −221−0.3% | Reduced |
| Concentric Capital Strategies, LP | 88,085 | $10.7M | 0.51% | −12,851−12.7% | Reduced |
| New York State Teachers Retirement System | 91,641 | $11.1M | 0.02% | −11,213−10.9% | Reduced |
| Picton Mahoney Asset Management | 94,792 | $11.5M | 0.15% | −16,960−15.2% | Reduced |
| Distillate Capital Partners LLC | 97,019 | $11.8M | 0.61% | −1,852−1.9% | Reduced |
| Rafferty Asset Management, LLC | 97,422 | $11.8M | 0.04% | +48,507+99.2% | Added |
| SEI Investments Co | 99,278 | $12.0M | 0.01% | −1,385−1.4% | Reduced |
| Susquehanna International Group, LLP | 101,074 | $12.3M | 0.02% | −59,851−37.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 102,135 | $12.4M | 0.11% | +93,290+1,054.7% | Added |
| Tran Capital Management, L.P. | 102,154 | $12.4M | 1.48% | +98,783+2,930.4% | Added |
| Illinois Municipal Retirement Fund | 102,879 | $12.5M | 0.16% | −6,153−5.6% | Reduced |
| Achmea Investment Management B.V. | 104,766 | $12.7M | 0.16% | −16,104−13.3% | Reduced |
| Fred Alger Management, LLC | 106,484 | $12.9M | 0.05% | −20,902−16.4% | Reduced |
| State Board of Administration of Florida Retirement System | 111,901 | $13.6M | 0.02% | −5,458−4.7% | Reduced |
| Whittier Trust Co | 111,107 | $14.3M | 0.16% | +1,758+1.6% | Added |
| STRS Ohio | 118,594 | $14.4M | 0.05% | +22,926+24.0% | Added |
| Principal Financial Group Inc | 118,979 | $14.4M | 0.01% | −1,573−1.3% | Reduced |
| Verition Fund Management LLC | 120,705 | $14.6M | 0.08% | +103,098+585.6% | Added |
| Hauser Brothers GmbH | 125,500 | $15.2M | 12.27% | −16,948−11.9% | Reduced |
| Parnassus Investments | 126,309 | $15.3M | 0.04% | −1,384−1.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 127,659 | $15.5M | 0.90% | −179−0.1% | Reduced |
| Gotham Asset Management, LLC | 130,891 | $15.9M | 0.07% | +2,521+2.0% | Added |
| Moore Capital Management, LP | 135,804 | $16.5M | 0.33% | −83,986−38.2% | Reduced |
| Atreides Management, LP | 137,154 | $16.6M | 0.43% | −184,997−57.4% | Reduced |
| Woodson Capital Management, LP | 139,000 | $16.9M | 3.24% | −61,000−30.5% | Reduced |
| LSV Asset Management | 141,957 | $17.2M | 0.04% | −306,096−68.3% | Reduced |
| New York State Common Retirement Fund | 143,879 | $17.4M | 0.02% | −4,200−2.8% | Reduced |
| Thornburg Investment Management Inc | 145,844 | $17.7M | 0.23% | −125,730−46.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 145,904 | $17.7M | 0.05% | −3,310−2.2% | 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 |
| Adage Capital Partners GP, L.L.C. | 151,732 | $18.4M | 0.03% | −4,468−2.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 158,398 | $19.2M | 0.04% | −26,602−14.4% | Reduced |
| KLCM Advisors, Inc. | 162,649 | $19.7M | 1.97% | −36,067−18.2% | Reduced |
| Price T Rowe Associates Inc | 169,204 | $20.5M | 0.00% | −120,924−41.7% | Reduced |
| GoodHaven Capital Management, LLC | 170,520 | $20.7M | 6.66% | −500.0% | Reduced |
| Russell Investments Group, Ltd. | 175,013 | $21.2M | 0.02% | −168,163−49.0% | Reduced |
| Cerity Partners LLC | 175,988 | $21.3M | 0.03% | +207+0.1% | Added |
| California State Teachers Retirement System | 178,358 | $21.6M | 0.02% | −10,839−5.7% | Reduced |
| Stadium Capital Management LLC | 182,792 | $22.2M | 23.69% | −134,800−42.4% | Reduced |
| California Public Employees Retirement System | 187,268 | $22.7M | 0.01% | −7,884−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 208,686 | $25.3M | 0.15% | −30,834−12.9% | Reduced |
| AustralianSuper Pty Ltd | 213,561 | $25.9M | 0.12% | −206,916−49.2% | Reduced |
| HSBC Holdings PLC | 215,363 | $26.0M | 0.02% | −37,262−14.7% | Reduced |