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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 214,790 | $26.0M | 0.38% | −3,737−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 216,597 | $26.3M | 0.02% | +4,231+2.0% | Added |
| BNP Paribas Arbitrage, SA | 218,394 | $26.5M | 0.02% | +15,215+7.5% | Added |
| Zurich Insurance Group Ltd | 218,654 | $26.5M | 0.19% | +218,654 | New |
| LPL Financial LLC | 220,686 | $26.8M | 0.01% | −121,504−35.5% | Reduced |
| Rhumbline Advisers | 224,767 | $27.3M | 0.02% | −8,857−3.8% | Reduced |
| Oakworth Capital, Inc. | 226,386 | $27.4M | 1.59% | +3,975+1.8% | Added |
| Stifel Financial Corp | 227,309 | $27.6M | 0.03% | +15,981+7.6% | Added |
| Comerica Bank | 232,212 | $28.2M | 0.11% | +195,159+526.7% | Added |
| Hill City Capital, LP | 240,000 | $29.1M | 1.23% | 00.0% | Unchanged |
| Nuveen, LLC | 253,401 | $30.7M | 0.01% | −38,960−13.3% | Reduced |
| RBF Capital, LLC | 258,702 | $31.4M | 1.44% | 00.0% | Unchanged |
| Wells Fargo & Company | 267,661 | $32.5M | 0.01% | +5,203+2.0% | Added |
| Citadel Advisors LLC | 270,427 | $32.8M | 0.03% | +159,883+144.6% | Added |
| Silvercrest Asset Management Group LLC | 275,865 | $33.4M | 0.22% | +39,537+16.7% | Added |
| Citigroup Inc | 278,025 | $33.7M | 0.02% | −130,473−31.9% | Reduced |
| Pictet Asset Management Holding SA | 288,854 | $35.0M | 0.03% | −46,631−13.9% | Reduced |
| JB Capital Partners LP | 292,265 | $35.4M | 6.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 293,406 | $35.6M | 0.01% | −3,122−1.1% | Reduced |
| Ameriprise Financial Inc | 293,960 | $35.6M | 0.01% | −99,500−25.3% | Reduced |
| Seizert Capital Partners, LLC | 301,836 | $36.6M | 1.59% | +846+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 309,102 | $37.5M | 0.02% | −4,114−1.3% | Reduced |
| Swiss National Bank | 318,487 | $38.6M | 0.02% | −25,800−7.5% | Reduced |
| Lodge Hill Capital, LLC | 328,000 | $39.8M | 7.10% | +40,000+13.9% | Added |
| Amundi | 333,499 | $42.4M | 0.01% | −114,817−25.6% | Reduced |
| Lord, Abbett & Co. LLC | 349,931 | $42.4M | 0.13% | +247,714+242.3% | Added |
| Barclays PLC | 363,009 | $44.0M | 0.02% | −7,517−2.0% | Reduced |
| First Trust Advisors LP | 365,944 | $44.4M | 0.03% | +49,099+15.5% | Added |
| Commerce Bank | 369,965 | $44.9M | 0.25% | +29,403+8.6% | Added |
| Robotti Robert | 413,979 | $50.2M | 8.71% | −1,824−0.4% | Reduced |
| Royal Bank of Canada | 426,292 | $51.7M | 0.01% | +271,380+175.2% | Added |
| American Century Companies Inc | 449,012 | $54.4M | 0.03% | +109,909+32.4% | Added |
| Bessemer Group Inc | 461,934 | $56.0M | 0.09% | +265,428+135.1% | Added |
| Fiera Capital Corp | 480,609 | $58.3M | 0.19% | +54,487+12.8% | Added |
| UBS Asset Management Americas Inc | 521,326 | $63.2M | 0.01% | −212,380−28.9% | Reduced |
| Pacer Advisors, Inc. | 534,626 | $64.8M | 0.17% | +525,499+5,757.6% | Added |
| Deutsche Bank AG | 543,950 | $66.0M | 0.02% | −62,472−10.3% | Reduced |
| UBS Group AG | 555,970 | $67.4M | 0.01% | −14,804−2.6% | Reduced |
| Loomis Sayles & Co L P | 589,907 | $71.5M | 0.09% | −6,221−1.0% | Reduced |
| Legal & General Group Plc | 596,024 | $72.3M | 0.02% | −12,994−2.1% | Reduced |
| Alliancebernstein L.P. | 600,461 | $72.8M | 0.02% | −24,431−3.9% | Reduced |
| Westfield Capital Management Co LP | 616,032 | $74.7M | 0.31% | +616,032 | New |
| Assetmark, Inc | 667,387 | $80.9M | 0.17% | −236,041−26.1% | Reduced |
| Janus Henderson Group PLC | 674,266 | $81.8M | 0.04% | −184,992−21.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 685,587 | $83.1M | 0.32% | +12,107+1.8% | Added |
| Bank of America Corp | 698,794 | $84.7M | 0.01% | +100,659+16.8% | Added |
| Neuberger Berman Group LLC | 713,569 | $86.5M | 0.06% | +274,583+62.5% | Added |
| JPMorgan Chase & Co | 747,375 | $90.6M | 0.01% | +231,211+44.8% | Added |
| Bank of New York Mellon Corp | 764,574 | $92.7M | 0.02% | +62,450+8.9% | Added |
| Capital World Investors | 768,520 | $93.2M | 0.01% | +8,292+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 779,092 | $94.5M | 0.15% | +12,225+1.6% | Added |
| Evercore Wealth Management, LLC | 870,088 | $105.5M | 1.55% | −3,868−0.4% | Reduced |
| Public Sector Pension Investment Board | 881,439 | $106.9M | 0.39% | +873,439+10,918.0% | Added |
| Clearbridge Investments, LLC | 889,501 | $107.9M | 0.08% | +38,696+4.5% | Added |
| Goldman Sachs Group Inc | 896,223 | $108.7M | 0.02% | +505,824+129.6% | Added |
| Envestnet Asset Management Inc | 912,144 | $110.6M | 0.03% | +596,409+188.9% | Added |
| Charles Schwab Investment Management Inc | 982,472 | $119.1M | 0.02% | +58,176+6.3% | Added |
| Northern Trust Corp | 983,918 | $119.3M | 0.02% | −34,363−3.4% | Reduced |
| Massachusetts Financial Services Co | 1,101,986 | $133.6M | 0.04% | −454,165−29.2% | Reduced |
| Frontier Capital Management Co LLC | 1,290,648 | $156.5M | 1.40% | +689,451+114.7% | Added |
| Baillie Gifford & Co | 1,469,801 | $178.2M | 0.13% | −54,481−3.6% | Reduced |
| Invesco Ltd. | 1,545,870 | $187.4M | 0.03% | −229,477−12.9% | Reduced |
| Voya Investment Management LLC | 1,616,576 | $195.8M | 0.20% | −141,402−8.0% | Reduced |
| Diamond Hill Capital Management Inc | 1,651,067 | $200.2M | 0.95% | −884,965−34.9% | Reduced |
| Morgan Stanley | 1,779,563 | $215.8M | 0.01% | +30,480+1.7% | Added |
| Brave Warrior Advisors, LLC | 1,805,381 | $218.9M | 5.08% | −21,880−1.2% | Reduced |
| Boston Partners | 1,852,292 | $224.6M | 0.23% | +781,506+73.0% | Added |
| Franklin Resources Inc | 1,854,525 | $224.9M | 0.06% | +1,783,164+2,498.8% | Added |
| Victory Capital Management Inc | 1,893,483 | $229.6M | 0.14% | +1,328,363+235.1% | Added |
| Dimensional Fund Advisors LP | 1,915,904 | $232.3M | 0.05% | −278,358−12.7% | Reduced |
| Sands Capital Management, LLC | 2,430,902 | $294.7M | 0.81% | +1,414,129+139.1% | Added |
| Geode Capital Management, LLC | 2,803,538 | $338.5M | 0.02% | −78,767−2.7% | Reduced |
| Wellington Management Group LLP | 3,242,962 | $393.2M | 0.07% | −140,841−4.2% | Reduced |
| Capital International Investors | 3,543,420 | $429.6M | 0.07% | +3,543,420 | New |
| State Street Corp | 4,992,263 | $605.3M | 0.02% | −34,290−0.7% | Reduced |
| BlackRock, Inc. | 8,707,871 | $1.06B | 0.02% | +69,269+0.8% | Added |
| FMR LLC | 11,405,266 | $1.38B | 0.07% | −221,712−1.9% | Reduced |
| Vanguard Group Inc | 12,424,724 | $1.51B | 0.02% | −130,599−1.0% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Coliseum Capital Management, LLC | 0 | $0 | 0.00% | −638,210−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −487,707−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −317,858−100.0% | Sold out |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −262,628−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −262,341−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −199,819−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −195,000−100.0% | Sold out |
| Dendur Capital LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −151,668−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −149,966−100.0% | Sold out |
| Atlantic Investment Management, Inc. | 0 | $0 | 0.00% | −119,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −113,804−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −96,300−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −87,300−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −85,065−100.0% | Sold out |
| Inherent Management Corp. | 0 | $0 | 0.00% | −84,297−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −76,938−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −74,297−100.0% | Sold out |
| Kailix Advisors LLC | 0 | $0 | 0.00% | −63,495−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −49,428−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |