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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 15,741 | $1.91M | 0.01% | +1,411+9.8% | Added |
| Truist Financial Corp | 15,645 | $1.90M | 0.00% | +2,936+23.1% | Added |
| Omers Administration Corp | 15,533 | $1.88M | 0.01% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 15,251 | $1.85M | 0.01% | +15,251 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,200 | $1.84M | 0.02% | +4,800+46.2% | Added |
| CWM Advisors, LLC | 15,168 | $1.84M | 0.18% | +2,790+22.5% | Added |
| Ameritas Investment Partners, Inc. | 15,108 | $1.83M | 0.06% | −882−5.5% | Reduced |
| Yousif Capital Management, LLC | 15,064 | $1.83M | 0.02% | −759−4.8% | Reduced |
| New York Life Investment Management LLC | 15,055 | $1.83M | 0.02% | −27−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,001 | $1.82M | 0.18% | +400+2.7% | Added |
| Soapstone Management L.P. | 15,000 | $1.82M | 1.23% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,857 | $1.80M | 0.00% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 14,780 | $1.79M | 1.45% | −130−0.9% | Reduced |
| Xponance, Inc. | 14,766 | $1.79M | 0.01% | −9,634−39.5% | Reduced |
| The PNC Financial Services Group, Inc. | 14,485 | $1.76M | 0.00% | +3,133+27.6% | Added |
| Teacher Retirement System of Texas | 14,474 | $1.75M | 0.01% | −2,818−16.3% | Reduced |
| Mackenzie Financial Corp | 14,334 | $1.74M | 0.00% | −5,778−28.7% | Reduced |
| Canada Pension Plan Investment Board | 14,310 | $1.74M | 0.00% | −18,513−56.4% | Reduced |
| Brinker Capital Investments, LLC | 14,296 | $1.73M | 0.01% | +246+1.8% | Added |
| Nissay Asset Management Corp | 14,255 | $1.73M | 0.01% | −290−2.0% | Reduced |
| Cunning Capital Partners, LP | 13,970 | $1.69M | 0.78% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 13,903 | $1.69M | 0.11% | +6,496+87.7% | Added |
| Essex Investment Management Co LLC | 13,828 | $1.68M | 0.26% | +478+3.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,833 | $1.67M | 0.00% | +1,724+14.2% | Added |
| Carnegie Lake Advisors LLC | 13,544 | $1.64M | 0.63% | −984−6.8% | Reduced |
| Tabor Asset Management, LP | 13,526 | $1.64M | 1.03% | +1,382+11.4% | Added |
| King Luther Capital Management Corp | 13,456 | $1.63M | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,365 | $1.62M | 0.09% | +13,365 | New |
| Knights of Columbus Asset Advisors LLC | 13,336 | $1.62M | 0.09% | −17,256−56.4% | Reduced |
| US Bancorp | 13,286 | $1.61M | 0.00% | +164+1.2% | Added |
| Capital Investment Advisors, LLC | 13,191 | $1.60M | 0.03% | +536+4.2% | Added |
| Winton Group Ltd | 13,131 | $1.59M | 0.06% | −18,543−58.5% | Reduced |
| Avanza Fonder AB | 13,035 | $1.58M | 0.04% | −72−0.5% | Reduced |
| Tredje AP-fonden | 13,009 | $1.58M | 0.01% | +2,545+24.3% | Added |
| Macquarie Group Ltd | 13,004 | $1.58M | 0.00% | −11,278−46.4% | Reduced |
| Schroder Investment Management Group | 13,000 | $1.58M | 0.00% | +5,549+74.5% | Added |
| Strategic Investment Advisors | 12,939 | $1.57M | 0.14% | −518−3.8% | Reduced |
| Cinctive Capital Management LP | 12,869 | $1.56M | 0.08% | −66,865−83.9% | Reduced |
| Bank of Nova Scotia | 12,770 | $1.55M | 0.00% | +1,128+9.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,755 | $1.55M | 0.01% | −422−3.2% | Reduced |
| Oregon Public Employees Retirement Fund | 12,672 | $1.54M | 0.02% | +3,174+33.4% | Added |
| NEOS Investment Management LLC | 12,357 | $1.50M | 0.01% | +3,613+41.3% | Added |
| J.Safra Asset Management Corp | 12,336 | $1.50M | 0.09% | +4,712+61.8% | Added |
| National Pension Service | 12,190 | $1.48M | 0.00% | +6,251+105.3% | Added |
| Nordea Investment Management AB | 12,424 | $1.46M | 0.00% | +883+7.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,391 | $1.45M | 0.00% | +1,463+14.7% | Added |
| State of Alaska, Department of Revenue | 11,834 | $1.43M | 0.01% | −580−4.7% | Reduced |
| M&T Bank Corp | 11,820 | $1.43M | 0.00% | +612+5.5% | Added |
| CAPROCK Group, Inc. | 10,213 | $1.42M | 0.03% | +10,213 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,528 | $1.40M | 0.04% | +11,528 | New |
| JustInvest LLC | 11,096 | $1.35M | 0.01% | +326+3.0% | Added |
| Westbourne Investments, Inc. | 11,500 | $1.34M | 0.64% | +4,306+59.9% | Added |
| Walleye Capital LLC | 10,966 | $1.33M | 0.01% | +10,528+2,403.7% | Added |
| Hershey Financial Advisers, LLC | 10,954 | $1.33M | 1.14% | +10,954 | New |
| Wincap Financial LLC | 10,878 | $1.32M | 0.91% | +363+3.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 10,200 | $1.24M | 0.00% | −229,463−95.7% | Reduced |
| Swiss Life Asset Management Ltd | 10,013 | $1.21M | 0.01% | −22,533−69.2% | Reduced |
| Crown Advisors Management, Inc. | 10,000 | $1.21M | 0.81% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,940 | $1.21M | 0.00% | +117+1.2% | Added |
| Epacria Capital Partners, LLC | 9,701 | $1.18M | 0.95% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,659 | $1.17M | 0.00% | −1,674−14.8% | Reduced |
| Assenagon Asset Management S.A. | 9,478 | $1.15M | 0.00% | −7,452−44.0% | Reduced |
| Shufro Rose & Co LLC | 9,100 | $1.14M | 0.09% | −100−1.1% | Reduced |
| J. Safra Sarasin Holding AG | 9,363 | $1.14M | 0.02% | +6,584+236.9% | Added |
| Mizuho Securities USA LLC | 8,052 | $1.12M | 0.02% | +413+5.4% | Added |
| Ionic Capital Management LLC | 9,000 | $1.09M | 1.22% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 8,900 | $1.08M | 0.01% | −7,000−44.0% | Reduced |
| Lido Advisors, LLC | 8,857 | $1.07M | 0.00% | +4,181+89.4% | Added |
| SummitTX Capital, L.P. | 8,771 | $1.06M | 0.04% | +8,771 | New |
| Generali Asset Management SPA SGR | 8,699 | $1.05M | 0.02% | +8,699 | New |
| Truvestments Capital LLC | 8,589 | $1.04M | 0.19% | −762−8.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,581 | $1.04M | 0.08% | +5,052+143.2% | Added |
| Intech Investment Management LLC | 8,422 | $1.02M | 0.01% | +975+13.1% | Added |
| XTX Topco Ltd | 8,237 | $998.7K | 0.05% | +8,237 | New |
| GTS Securities LLC | 8,217 | $996.3K | 0.04% | −3,136−27.6% | Reduced |
| Allianz Asset Management GmbH | 8,022 | $972.7K | 0.00% | −1,941−19.5% | Reduced |
| Lighthouse Investment Partners, LLC | 8,000 | $970.0K | 0.03% | +3,770+89.1% | Added |
| Rehmann Capital Advisory Group | 7,928 | $960.2K | 0.05% | +1,099+16.1% | Added |
| Harmony Asset Management LLC | 7,850 | $951.8K | 0.33% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 7,800 | $945.8K | 0.93% | +7,800 | New |
| Summit Trail Advisors, LLC | 7,752 | $939.9K | 0.01% | +3,692+90.9% | Added |
| Oppenheimer Asset Management Inc. | 7,750 | $939.7K | 0.01% | +2,142+38.2% | Added |
| Soros Capital Management LLC | 7,704 | $934.1K | 0.23% | −7,371−48.9% | Reduced |
| Twin Tree Management, LP | 7,518 | $911.6K | 0.04% | −35,524−82.5% | Reduced |
| Glenmede Investment Management, LP | 7,496 | $908.9K | 0.00% | −195−2.5% | Reduced |
| Farther Finance Advisors, LLC | 7,423 | $900.0K | 0.01% | −16,450−68.9% | Reduced |
| Park Avenue Securities LLC | 7,410 | $898.0K | 0.01% | +983+15.3% | Added |
| Level Four Advisory Services, LLC | 7,338 | $889.7K | 0.03% | −767−9.5% | Reduced |
| Moors & Cabot, Inc. | 7,279 | $882.6K | 0.04% | −465−6.0% | Reduced |
| Advisory Services Network, LLC | 7,209 | $874.1K | 0.01% | −1,551−17.7% | Reduced |
| Gradient Investments LLC | 7,194 | $872.3K | 0.01% | −965−11.8% | Reduced |
| Wasatch Advisors Inc | 7,096 | $860.4K | 0.00% | +7,096 | New |
| Vident Advisory, LLC | 7,035 | $853.0K | 0.01% | −24−0.3% | Reduced |
| Wellington Shields & Co., LLC | 6,925 | $839.7K | 0.22% | 00.0% | Unchanged |
| Ossiam | 6,880 | $834.2K | 0.01% | +564+8.9% | Added |
| Kentucky Retirement Systems | 6,811 | $825.8K | 0.02% | −443−6.1% | Reduced |
| VCI Wealth Management LLC | 6,792 | $823.5K | 0.25% | +6,792 | New |
| Norinchukin Bank, The | 6,762 | $819.9K | 0.01% | +85+1.3% | Added |
| Sterling Capital Management LLC | 6,708 | $813.3K | 0.01% | −723−9.7% | Reduced |
| J.W. Cole Advisors, Inc. | 6,680 | $810.0K | 0.02% | +146+2.2% | Added |