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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 130,891 | $15.9M | 0.07% | +2,521+2.0% | Added |
| Punch & Associates Investment Management, Inc. | 127,659 | $15.5M | 0.90% | −179−0.1% | Reduced |
| Parnassus Investments | 126,309 | $15.3M | 0.04% | −1,384−1.1% | Reduced |
| Hauser Brothers GmbH | 125,500 | $15.2M | 12.27% | −16,948−11.9% | Reduced |
| Verition Fund Management LLC | 120,705 | $14.6M | 0.08% | +103,098+585.6% | Added |
| Principal Financial Group Inc | 118,979 | $14.4M | 0.01% | −1,573−1.3% | Reduced |
| STRS Ohio | 118,594 | $14.4M | 0.05% | +22,926+24.0% | Added |
| Whittier Trust Co | 111,107 | $14.3M | 0.16% | +1,758+1.6% | Added |
| State Board of Administration of Florida Retirement System | 111,901 | $13.6M | 0.02% | −5,458−4.7% | Reduced |
| Fred Alger Management, LLC | 106,484 | $12.9M | 0.05% | −20,902−16.4% | Reduced |
| Achmea Investment Management B.V. | 104,766 | $12.7M | 0.16% | −16,104−13.3% | Reduced |
| Illinois Municipal Retirement Fund | 102,879 | $12.5M | 0.16% | −6,153−5.6% | Reduced |
| Tran Capital Management, L.P. | 102,154 | $12.4M | 1.48% | +98,783+2,930.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 102,135 | $12.4M | 0.11% | +93,290+1,054.7% | Added |
| Susquehanna International Group, LLP | 101,074 | $12.3M | 0.02% | −59,851−37.2% | Reduced |
| SEI Investments Co | 99,278 | $12.0M | 0.01% | −1,385−1.4% | Reduced |
| Rafferty Asset Management, LLC | 97,422 | $11.8M | 0.04% | +48,507+99.2% | Added |
| Distillate Capital Partners LLC | 97,019 | $11.8M | 0.61% | −1,852−1.9% | Reduced |
| Picton Mahoney Asset Management | 94,792 | $11.5M | 0.15% | −16,960−15.2% | Reduced |
| New York State Teachers Retirement System | 91,641 | $11.1M | 0.02% | −11,213−10.9% | Reduced |
| Concentric Capital Strategies, LP | 88,085 | $10.7M | 0.51% | −12,851−12.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 87,096 | $10.6M | 0.36% | −221−0.3% | Reduced |
| Paradigm Capital Management Inc | 85,750 | $10.4M | 0.45% | 00.0% | Unchanged |
| De Lisle Partners LLP | 84,501 | $10.2M | 1.26% | 00.0% | Unchanged |
| Royce & Associates LP | 83,121 | $10.1M | 0.10% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 81,800 | $9.92M | 0.33% | +14,400+21.4% | Added |
| Manufacturers Life Insurance Company, The | 81,509 | $9.88M | 0.01% | +17,054+26.5% | Added |
| Bank of Montreal | 80,470 | $9.76M | 0.00% | +11,947+17.4% | Added |
| Long Focus Capital Management, LLC | 80,000 | $9.70M | 0.55% | −119,000−59.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 74,145 | $9.53M | 0.20% | −365−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 76,115 | $9.43M | 0.01% | −11,044−12.7% | Reduced |
| Aviva PLC | 77,475 | $9.39M | 0.02% | +4,533+6.2% | Added |
| Mountain Lake Investment Management LLC | 76,562 | $9.28M | 6.91% | −4,583−5.6% | Reduced |
| Twinbeech Capital LP | 75,811 | $9.19M | 0.36% | +75,811 | New |
| CTF Capital Management, LP | 75,000 | $9.09M | 4.24% | +16,563+28.3% | Added |
| Moody Lynn & Lieberson, LLC | 73,612 | $8.93M | 0.48% | +73,612 | New |
| AQR Capital Management LLC | 75,522 | $8.91M | 0.01% | −108,796−59.0% | Reduced |
| Polar Capital Holdings Plc | 73,088 | $8.86M | 0.04% | +2,250+3.2% | Added |
| Zimmer Partners, LP | 73,000 | $8.85M | 0.22% | +33,000+82.5% | Added |
| Natixis Advisors, L.P. | 71,389 | $8.65M | 0.01% | +12,371+21.0% | Added |
| National Bank of Canada | 69,621 | $8.44M | 0.01% | −44,377−38.9% | Reduced |
| Public Employees Retirement System of Ohio | 69,203 | $8.39M | 0.03% | +30,206+77.5% | Added |
| Korea Investment CORP | 68,187 | $8.27M | 0.02% | −62,203−47.7% | Reduced |
| Standard Life Aberdeen plc | 69,030 | $8.26M | 0.01% | −15,205−18.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 67,134 | $8.14M | 0.01% | −39,443−37.0% | Reduced |
| Littlejohn & Co LLC | 67,000 | $8.12M | 4.10% | +67,000 | New |
| Quantinno Capital Management LP | 64,523 | $7.82M | 0.02% | +27,819+75.8% | Added |
| State of Wisconsin Investment Board | 64,236 | $7.79M | 0.02% | −5,930−8.5% | Reduced |
| Great West Life Assurance Co | 64,221 | $7.68M | 0.01% | −4,280−6.2% | Reduced |
| Old West Investment Management, LLC | 63,299 | $7.68M | 1.76% | +34,294+118.2% | Added |
| Prudential Financial Inc | 62,474 | $7.57M | 0.01% | −7,445−10.6% | Reduced |
| Thrivent Financial for Lutherans | 61,483 | $7.46M | 0.01% | +56,923+1,248.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,364 | $7.44M | 0.02% | −45,830−42.8% | Reduced |
| Mountaineer Partners Management, LLC | 60,759 | $7.37M | 4.28% | −1,705−2.7% | Reduced |
| Cercano Management LLC | 60,300 | $7.31M | 0.28% | +60,300 | New |
| Parkwood LLC | 59,489 | $7.21M | 0.70% | +59,489 | New |
| Swedbank AB | 59,242 | $7.18M | 0.01% | +10,232+20.9% | Added |
| Hudson Value Partners, LLC | 59,148 | $7.17M | 2.25% | −1,238−2.1% | Reduced |
| Marathon Capital Management | 58,051 | $7.04M | 1.61% | +324+0.6% | Added |
| Ensign Peak Advisors, Inc | 57,922 | $7.02M | 0.01% | −15,180−20.8% | Reduced |
| Federated Hermes, Inc. | 57,226 | $6.94M | 0.01% | −43,855−43.4% | Reduced |
| Bamco Inc | 57,196 | $6.94M | 0.02% | +70.0% | Added |
| Wedge Capital Management L L P | 56,793 | $6.89M | 0.12% | −11,090−16.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 56,570 | $6.86M | 0.02% | −2,043−3.5% | Reduced |
| Turtle Creek Asset Management Inc. | 56,540 | $6.86M | 0.21% | −10,050−15.1% | Reduced |
| DnB Asset Management AS | 56,360 | $6.83M | 0.03% | +27,783+97.2% | Added |
| Hudson Bay Capital Management LP | 56,146 | $6.81M | 0.04% | +647+1.2% | Added |
| Baird Financial Group, Inc. | 55,145 | $6.69M | 0.01% | +36,203+191.1% | Added |
| DekaBank Deutsche Girozentrale | 54,675 | $6.49M | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 53,345 | $6.47M | 0.39% | −3,781−6.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 53,241 | $6.46M | 0.08% | +8,680+19.5% | Added |
| Royal London Asset Management Ltd | 53,151 | $6.44M | 0.01% | −4,796−8.3% | Reduced |
| Mercer Global Advisors Inc | 53,130 | $6.44M | 0.01% | +53,130 | New |
| Candriam Luxembourg S.C.A. | 53,085 | $6.44M | 0.03% | +11,891+28.9% | Added |
| Harber Asset Management LLC | 52,196 | $6.33M | 2.27% | −333−0.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,805 | $6.28M | 0.01% | +1,436+2.9% | Added |
| Cetera Investment Advisers | 50,569 | $6.13M | 0.01% | +6,729+15.3% | Added |
| Mutual of America Capital Management LLC | 50,503 | $6.12M | 0.06% | +512+1.0% | Added |
| Riposte Capital LLC | 50,000 | $6.06M | 2.92% | +50,000 | New |
| Jacobs Levy Equity Management, Inc | 49,899 | $6.05M | 0.02% | −444,428−89.9% | Reduced |
| CI Private Wealth, LLC | 48,956 | $5.94M | 0.01% | +1,836+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 48,902 | $5.93M | 0.05% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 48,783 | $5.92M | 0.02% | −3,358−6.4% | Reduced |
| Asio Capital, LLC | 48,674 | $5.90M | 0.88% | +6,657+15.8% | Added |
| Heartland Advisors Inc | 48,282 | $5.85M | 0.31% | +32,228+200.7% | Added |
| Investment House LLC | 47,082 | $5.71M | 0.27% | +75+0.2% | Added |
| Asset Management One Co.,Ltd. | 46,223 | $5.60M | 0.02% | −521−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 45,888 | $5.56M | 0.01% | −12,220−21.0% | Reduced |
| Edentree Asset Management Ltd | 45,400 | $5.51M | 1.33% | −9,350−17.1% | Reduced |
| Altus Wealth Group LLC | 44,982 | $5.45M | 2.24% | −25−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 44,207 | $5.36M | 0.06% | −417−0.9% | Reduced |
| MML Investors Services, LLC | 43,072 | $5.22M | 0.01% | +2,878+7.2% | Added |
| Banque Transatlantique SA | 42,958 | $5.22M | 0.13% | +2,368+5.8% | Added |
| Eagle Global Advisors LLC | 41,180 | $4.99M | 0.19% | −7,270−15.0% | Reduced |
| Toronto Dominion Bank | 40,688 | $4.93M | 0.01% | −4,727−10.4% | Reduced |
| Atom Investors LP | 40,517 | $4.91M | 0.37% | +40,517 | New |
| Mariner, LLC | 40,498 | $4.91M | 0.01% | −19,197−32.2% | Reduced |
| Commonwealth Equity Services, LLC | 40,097 | $4.86M | 0.01% | +3,596+9.9% | Added |
| TD Asset Management Inc | 38,684 | $4.69M | 0.00% | −1,520−3.8% | Reduced |
| State of New Jersey Common Pension Fund D | 38,042 | $4.61M | 0.02% | +315+0.8% | Added |