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, Q4 2025
Institutional positions in Builders FirstSource, Inc. as of Dec 31, 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
- 768
- −2 vs. Q3 2025
- Shares held
- 105.2M
- −6.85M (−6.1%) vs. Q3 2025
- Total value
- $10.8B
- −$2.76B (−20.3%) vs. Q3 2025
- New holders
- 116
- 261 more added
- Sold out
- 118
- 303 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,377,575 | $1.27B | 0.02% | −47,149−0.4% | Reduced |
| BlackRock, Inc. | 8,876,413 | $913.3M | 0.02% | +168,542+1.9% | Added |
| State Street Corp | 5,108,120 | $525.6M | 0.02% | +115,857+2.3% | Added |
| FMR LLC | 3,476,283 | $357.7M | 0.02% | −7,928,983−69.5% | Reduced |
| Wellington Management Group LLP | 3,316,797 | $341.3M | 0.06% | +73,835+2.3% | Added |
| Geode Capital Management, LLC | 2,817,958 | $288.8M | 0.02% | +14,420+0.5% | Added |
| Sands Capital Management, LLC | 2,757,969 | $283.8M | 0.86% | +327,067+13.5% | Added |
| Dimensional Fund Advisors LP | 2,641,809 | $271.8M | 0.06% | +725,905+37.9% | Added |
| Capital International Investors | 2,526,676 | $260.0M | 0.04% | −1,016,744−28.7% | Reduced |
| Brave Warrior Advisors, LLC | 2,379,145 | $244.8M | 5.73% | +573,764+31.8% | Added |
| Invesco Ltd. | 2,102,080 | $216.3M | 0.02% | +556,210+36.0% | Added |
| Victory Capital Management Inc | 2,027,595 | $208.6M | 0.12% | +134,112+7.1% | Added |
| Diamond Hill Capital Management Inc | 1,872,708 | $192.7M | 0.99% | +221,641+13.4% | Added |
| Franklin Resources Inc | 1,836,613 | $189.0M | 0.05% | −17,912−1.0% | Reduced |
| Boston Partners | 1,790,854 | $184.4M | 0.19% | −61,438−3.3% | Reduced |
| Morgan Stanley | 1,543,719 | $158.8M | 0.01% | −235,844−13.3% | Reduced |
| Citadel Advisors LLC | 1,280,988 | $131.8M | 0.09% | +1,010,561+373.7% | Added |
| Norges Bank | 1,061,995 | $109.3M | 0.01% | +1,061,995 | New |
| Public Sector Pension Investment Board | 1,057,720 | $108.8M | 0.37% | +176,281+20.0% | Added |
| Charles Schwab Investment Management Inc | 1,045,898 | $107.6M | 0.02% | +63,426+6.5% | Added |
| Massachusetts Financial Services Co | 1,025,770 | $105.5M | 0.03% | −76,216−6.9% | Reduced |
| Goldman Sachs Group Inc | 997,200 | $102.6M | 0.01% | +100,977+11.3% | Added |
| Northern Trust Corp | 992,002 | $102.1M | 0.01% | +8,084+0.8% | Added |
| Bank of America Corp | 951,578 | $97.9M | 0.01% | +252,784+36.2% | Added |
| Deutsche Bank AG | 836,078 | $86.0M | 0.03% | +292,128+53.7% | Added |
| Evercore Wealth Management, LLC | 819,418 | $84.3M | 1.24% | −50,670−5.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 793,344 | $81.6M | 0.12% | +14,252+1.8% | Added |
| Pictet Asset Management Holding SA | 789,345 | $81.2M | 0.08% | +500,491+173.3% | Added |
| Coliseum Capital Management, LLC | 780,648 | $80.3M | 6.58% | +780,648 | New |
| Capital World Investors | 768,084 | $79.0M | 0.01% | −436−0.1% | Reduced |
| Janus Henderson Group PLC | 732,856 | $75.4M | 0.03% | +58,590+8.7% | Added |
| Colony Group, LLC | 692,650 | $71.3M | 0.08% | +686,803+11,746.2% | Added |
| Bank of New York Mellon Corp | 680,757 | $70.0M | 0.01% | −83,817−11.0% | Reduced |
| Fiera Capital Corp | 653,839 | $67.3M | 0.21% | +173,230+36.0% | Added |
| Clearbridge Investments, LLC | 643,937 | $66.3M | 0.05% | −245,564−27.6% | Reduced |
| Assetmark, Inc | 593,204 | $61.0M | 0.12% | −74,183−11.1% | Reduced |
| Frontier Capital Management Co LLC | 576,172 | $59.3M | 0.63% | −714,476−55.4% | Reduced |
| Legal & General Group Plc | 553,377 | $56.9M | 0.01% | −42,647−7.2% | Reduced |
| Renaissance Technologies LLC | 534,741 | $55.0M | 0.09% | +534,741 | New |
| UBS Asset Management Americas Inc | 517,961 | $53.3M | 0.01% | −3,365−0.6% | Reduced |
| UBS Group AG | 516,311 | $53.1M | 0.01% | −39,659−7.1% | Reduced |
| Bessemer Group Inc | 501,019 | $51.5M | 0.08% | +39,085+8.5% | Added |
| Westfield Capital Management Co LP | 475,697 | $48.9M | 0.20% | −140,335−22.8% | Reduced |
| Amundi | 439,481 | $45.2M | 0.01% | +105,982+31.8% | Added |
| Robotti Robert | 426,991 | $43.9M | 7.89% | +13,012+3.1% | Added |
| American Century Companies Inc | 426,738 | $43.9M | 0.02% | −22,274−5.0% | Reduced |
| Commerce Bank | 384,164 | $39.5M | 0.22% | +14,199+3.8% | Added |
| Fred Alger Management, LLC | 375,723 | $38.7M | 0.15% | +269,239+252.8% | Added |
| Seizert Capital Partners, LLC | 371,997 | $38.3M | 1.62% | +70,161+23.2% | Added |
| Royal Bank of Canada | 371,270 | $38.2M | 0.01% | −55,022−12.9% | Reduced |
| Citigroup Inc | 359,220 | $37.0M | 0.03% | +81,195+29.2% | Added |
| Lord, Abbett & Co. LLC | 344,061 | $35.4M | 0.11% | −5,870−1.7% | Reduced |
| Envestnet Asset Management Inc | 343,585 | $35.4M | 0.01% | −568,559−62.3% | Reduced |
| Samlyn Capital, LLC | 341,674 | $35.2M | 0.56% | +341,674 | New |
| Long Focus Capital Management, LLC | 335,000 | $34.5M | 1.72% | +255,000+318.8% | Added |
| Caisse de Depot Et Placement du Quebec | 332,351 | $34.2M | 0.06% | +332,351 | New |
| Adage Capital Partners GP, L.L.C. | 321,800 | $33.1M | 0.05% | +170,068+112.1% | Added |
| JPMorgan Chase & Co | 320,075 | $32.9M | 0.00% | −427,300−57.2% | Reduced |
| Balyasny Asset Management LLC | 305,159 | $31.4M | 0.06% | +302,324+10,664.0% | Added |
| Barclays PLC | 305,110 | $31.4M | 0.01% | −57,899−15.9% | Reduced |
| Lodge Hill Capital, LLC | 303,000 | $31.2M | 5.89% | −25,000−7.6% | Reduced |
| Swiss National Bank | 302,987 | $31.2M | 0.02% | −15,500−4.9% | Reduced |
| Loomis Sayles & Co L P | 295,627 | $30.4M | 0.04% | −294,280−49.9% | Reduced |
| JB Capital Partners LP | 292,265 | $30.1M | 5.17% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 287,887 | $29.6M | 0.05% | +287,887 | New |
| Loews Corp | 280,000 | $28.8M | 0.23% | +280,000 | New |
| Qube Research & Technologies Ltd | 266,197 | $27.4M | 0.04% | +266,197 | New |
| HSBC Holdings PLC | 261,330 | $27.0M | 0.02% | +45,967+21.3% | Added |
| RBF Capital, LLC | 258,702 | $26.6M | 1.22% | 00.0% | Unchanged |
| Raymond James Financial Inc | 256,531 | $26.4M | 0.01% | −36,875−12.6% | Reduced |
| Millennium Management LLC | 256,363 | $26.4M | 0.02% | +228,824+830.9% | Added |
| Nuveen, LLC | 252,728 | $26.0M | 0.01% | −673−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 250,290 | $25.8M | 0.18% | −25,575−9.3% | Reduced |
| Wells Fargo & Company | 248,087 | $25.5M | 0.00% | −19,574−7.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 238,867 | $25.0M | 0.02% | +22,270+10.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 242,410 | $24.9M | 0.01% | −66,692−21.6% | Reduced |
| Ameriprise Financial Inc | 241,109 | $24.8M | 0.01% | −52,851−18.0% | Reduced |
| Hill City Capital, LP | 240,000 | $24.7M | 0.93% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 236,485 | $24.3M | 0.02% | −477,084−66.9% | Reduced |
| Rhumbline Advisers | 225,360 | $23.2M | 0.02% | +593+0.3% | Added |
| Stifel Financial Corp | 224,565 | $23.1M | 0.02% | −2,744−1.2% | Reduced |
| AustralianSuper Pty Ltd | 224,514 | $23.1M | 0.11% | +10,953+5.1% | Added |
| LPL Financial LLC | 219,062 | $22.5M | 0.01% | −1,624−0.7% | Reduced |
| Jane Street Group, LLC | 205,565 | $21.2M | 0.03% | +177,480+631.9% | Added |
| Verition Fund Management LLC | 199,367 | $20.5M | 0.11% | +78,662+65.2% | Added |
| BNP Paribas Arbitrage, SA | 198,913 | $20.5M | 0.01% | −19,481−8.9% | Reduced |
| Tocqueville Asset Management L.P. | 188,559 | $19.4M | 0.28% | −26,231−12.2% | Reduced |
| Cerity Partners LLC | 188,492 | $19.4M | 0.03% | +12,504+7.1% | Added |
| California Public Employees Retirement System | 185,408 | $19.1M | 0.01% | −1,860−1.0% | Reduced |
| Two Sigma Investments, LP | 182,670 | $18.8M | 0.03% | +148,993+442.4% | Added |
| Zimmer Partners, LP | 172,500 | $17.7M | 0.47% | +99,500+136.3% | Added |
| Littlejohn & Co LLC | 170,671 | $17.6M | 9.15% | +103,671+154.7% | Added |
| GoodHaven Capital Management, LLC | 170,520 | $17.5M | 5.68% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 166,984 | $17.2M | 0.00% | −2,220−1.3% | Reduced |
| California State Teachers Retirement System | 166,179 | $17.1M | 0.02% | −12,179−6.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 163,256 | $16.8M | 0.04% | +17,352+11.9% | Added |
| Alliancebernstein L.P. | 163,243 | $16.8M | 0.01% | −437,218−72.8% | Reduced |
| KLCM Advisors, Inc. | 161,585 | $16.6M | 1.43% | −1,064−0.7% | Reduced |
| Stadium Capital Management LLC | 158,894 | $16.3M | 18.93% | −23,898−13.1% | Reduced |
| Marshall Wace, LLP | 155,869 | $16.0M | 0.02% | +123,219+377.4% | Added |