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Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Builders FirstSource, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of BLDR: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders7778768−1
Shares112.1M55.4K105.2M−6.85M (−6.1%)
Value$13.6B$6.67M$10.8B−$2.76B (−20.3%)

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (116)

Institutions that held Builders FirstSource, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 116 by value.

Institutions new to BLDR in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank1,061,995$109.3M0.01%
Coliseum Capital Management, LLC780,648$80.3M6.58%
Renaissance Technologies LLC534,741$55.0M0.09%
Samlyn Capital, LLC341,674$35.2M0.56%
Caisse de Depot Et Placement du Quebec332,351$34.2M0.06%
Point72 Asset Management, L.P.287,887$29.6M0.05%
Loews Corp280,000$28.8M0.23%
Qube Research & Technologies Ltd266,197$27.4M0.04%
Worldquant Millennium Advisors LLC150,608$15.5M0.06%
Tudor Investment Corp Et Al117,722$12.1M0.07%
SG Americas Securities, LLC112,463$11.6M0.02%
Two Sigma Advisers, LP107,200$11.0M0.02%
Trexquant Investment LP104,688$10.8M0.10%
Aquatic Capital Management LLC97,108$9.99M0.28%
RIHO Partners, LLC86,038$8.85M5.60%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund68,839$7.08M0.10%
Sciencast Management LP56,770$5.84M0.81%
D. E. Shaw & Co., Inc.53,597$5.51M0.00%
Westbourne Investment Advisors, Inc.50,160$5.16M1.42%
Quadrature Capital Ltd34,933$3.59M0.04%
Lombard Odier Asset Management (Switzerland) SA29,978$3.08M0.13%
Havemeyer Place LP25,249$2.60M0.51%
Freestone Grove Partners LP20,704$2.13M0.02%
Buckland Partners Management Co LLC17,100$1.76M0.98%
CIBC World Markets Corp15,382$1.58M0.01%
Polianta Ltd13,700$1.41M0.18%
ING Groep NV13,291$1.37M0.01%
Eurizon Capital SGR S.p.A.12,559$1.29M0.00%
Alberta Investment Management Corp12,100$1.24M0.01%
Magnetar Financial LLC11,652$1.20M0.01%
Soros Fund Management LLCSuperinvestorSoros Fund Management9,828$1.01M0.01%
PensionDanmark Pensionsforsikringsaktieselskab9,800$1.01M0.01%
Eschler Asset Management LLP9,660$993.9K0.68%
Aigen Investment Management, LP9,286$955.4K0.22%
Inceptionr LLC8,963$922.2K0.26%
Osmosis Investment Management UK Ltd8,155$839.1K0.02%
NLB Skladi, upravljanje premozenja, d.o.o.7,602$782.2K0.04%
Abn Amro Investment Solutions7,045$724.9K0.01%
Glenmede Trust Co NA6,676$686.9K0.00%
Entropy Technologies, LP6,196$637.5K0.03%
Impact Partnership Wealth, LLC6,168$634.6K0.08%
ISAM Funds (UK) Ltd6,160$633.8K0.23%
Welch Capital Partners LLC6,125$630.0K0.13%
Hardy Reed LLC6,000$617.3K0.04%
CIBC World Markets Inc.5,682$584.6K0.00%
Oxford Asset Management LLP5,358$551.3K0.19%
Atlas Capital Advisors LLC5,256$540.8K0.06%
Evolve Private Wealth, LLC4,961$510.4K0.03%
MQS Management LLC4,739$487.6K0.29%
Marex Group plc4,605$473.8K0.01%
111 Capital4,391$451.8K0.10%
Baader Bank INC4,375$449.5K0.04%
Fox Run Management, L.L.C.4,346$447.2K0.07%
R Squared Ltd4,113$423.2K0.20%
Wealth Group, Ltd.4,050$417.0K0.41%
Occudo Quantitative Strategies LP3,921$403.4K0.03%
Fort Point Capital Partners LLC3,097$399.4K0.05%
Y.D. More Investments Ltd3,866$397.8K0.02%
Legacy Capital Group California, Inc.3,823$393.3K0.10%
North Dakota State Investment Board3,732$384.0K0.01%
Journey Retirement Planning & Investment Management LLC3,692$379.9K0.08%
Edgestream Partners, L.P.3,638$374.3K0.01%
Perpetual Ltd3,286$338.1K0.00%
Guyasuta Investment Advisors Inc3,122$321.2K0.02%
Northbridge Financial Group, LLC3,071$316.0K0.14%
Caxton Associates LLP2,834$291.6K0.01%
Guggenheim Capital LLC2,801$288.2K0.00%
V-Square Quantitative Management LLC2,508$258.0K0.03%
Vestmark Advisory Solutions, Inc.2,274$234.0K0.00%
Denali Advisors LLC2,111$217.2K0.02%
Vision Retirement, LLC2,106$216.7K0.06%
Burke & Herbert Bank & Trust Co2,100$216.1K0.06%
DRW Securities, LLC2,058$211.7K0.02%
StoneX Group Inc.2,044$210.7K0.01%
RSM US Wealth Management LLC2,000$206.4K0.00%
Auxier Asset Management2,000$205.8K0.03%
Envestnet Portfolio Solutions, Inc.1,999$205.7K0.00%
Alphadyne Asset Management LP1,614$166.1K0.02%
Signature Equity Partners, LLC1,559$160.4K0.09%
Ofi Invest Asset Management1,428$146.9K0.00%
Tema ETFs LLC1,251$128.7K0.01%
Los Angeles Capital Management LLC488$54.5K0.00%
SageView Advisory Group, LLC481$49.4K0.00%
Torren Management, LLC423$43.5K0.02%
Flagship Harbor Advisors, LLC389$40.0K0.00%
DV Trading LLC300$30.9K0.00%
Pinnacle Wealth Planning Services, Inc.300$30.9K0.00%
Basepoint Wealth LLC200$20.6K0.01%
Bard Associates Inc185$19.0K0.00%
Entrust Financial LLC180$18.5K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.180$18.5K0.01%
Elyxium Wealth, LLC178$18.3K0.01%
DV Equities, LLC157$16.2K0.00%
Fideuram Asset Management (Ireland) dac104$15.0K0.00%
Wealth Enhancement Trust Services, Inc.81$8.33K0.00%
Commonwealth Retirement Investments LLC79$8.13K0.00%
Optiver Holding B.V.69$7.10K0.00%
Keating Financial Advisory Services, Inc.63$6.48K0.00%
Bayforest Capital Ltd58$5.97K0.00%
Wilkerson Advisory Group LLC58$5.97K0.00%

Sold out (117)

Institutions that held Builders FirstSource, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 117 by value.

Institutions that sold out of BLDR in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Baillie Gifford & Co1,469,801$178.2M
Kovitz Investment Group Partners, LLC685,587$83.1M
Oakworth Capital, Inc.226,386$27.4M
Zurich Insurance Group Ltd218,654$26.5M
Kingdon Capital Management, L.L.C.150,000$18.2M
Cartenna Capital, LP150,000$18.2M
Atreides Management, LP137,154$16.6M
Parnassus Investments126,309$15.3M
Tran Capital Management, L.P.102,154$12.4M
Distillate Capital Partners LLC97,019$11.8M
CTF Capital Management, LP75,000$9.09M
Bamco Inc57,196$6.94M
Cambria Investment Management, L.P.53,345$6.47M
Harber Asset Management LLC52,196$6.33M
Asio Capital, LLC48,674$5.90M
Sender Co & Partners, Inc.37,995$4.61M
Mediolanum International Funds Ltd37,133$4.44M
Bridgewater Associates, LP27,324$3.31M
Lombard Odier Asset Management (USA) Corp26,278$3.19M
Dark Forest Capital Management LP24,120$2.92M
Interval Partners, LP22,616$2.74M
Fisher Asset Management, LLC22,361$2.71M
PCJ Investment Counsel Ltd.22,130$2.68M
AYAL Capital Advisors Ltd22,000$2.67M
Boothbay Fund Management, LLC20,766$2.52M
Tabor Asset Management, LP13,526$1.64M
Virtu Financial LLC13,365$1.62M
Avanza Fonder AB13,035$1.58M
Hershey Financial Advisers, LLC10,954$1.33M
J. Safra Sarasin Holding AG9,363$1.14M
Virginia Retirement Systems Et Al8,900$1.08M
SummitTX Capital, L.P.8,771$1.06M
Generali Asset Management SPA SGR8,699$1.05M
Intech Investment Management LLC8,422$1.02M
Lighthouse Investment Partners, LLC8,000$970.0K
Soros Capital Management LLC7,704$934.1K
Twin Tree Management, LP7,518$911.6K
Absoluto Partners Gestao de Recursos Ltda6,541$793.1K
Greenland Capital Management LP6,269$760.1K
Waratah Capital Advisors Ltd.6,027$730.8K
Roundview Capital LLC5,867$711.4K
First Financial Bankshares Inc5,821$705.8K
Brasada Capital Management, LP4,750$575.9K
J2 Capital Management Inc4,653$564.2K
Global Financial Private Client, LLC4,639$562.5K
Ethic Inc.4,552$552.0K
Oddo BHF Asset Management SAS4,235$513.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,847$466.4K
Cardiff Park Advisors, LLC3,763$456.3K
Gainplan LLC3,581$434.2K
Ilex Capital Partners (UK) LLP3,155$382.5K
Shay Capital LLC3,000$363.8K
Verdence Capital Advisors LLC2,947$363.0K
Fidelis Capital Partners, LLC2,987$362.2K
Hook Mill Capital Partners, LP2,848$345.3K
CastleKnight Management LP2,800$339.5K
Penbrook Management LLC2,741$332.3K
Wright Investors Service Inc2,726$330.5K
Michael B. Yongue2,661$322.6K
Integrated Investment Consultants, LLC2,628$318.6K
Callan Family Office, LLC2,570$311.6K
Banque Cantonale Vaudoise2,392$290.0K
Auxano Advisors, LLC2,357$285.8K
Beacon Pointe Advisors, LLC2,274$275.8K
Clear Harbor Asset Management, LLC2,175$263.7K
Miracle Mile Advisors, LLC2,124$257.5K
Gateway Investment Advisers LLC2,091$253.5K
Bayesian Capital Management, LP2,000$242.5K
Uniting Wealth Partners, LLC2,000$242.5K
TFB Advisors LLC1,886$241.6K
Opinicus Capital, Inc.1,938$235.0K
Patton Fund Management, Inc.1,932$234.3K
Merit Financial Group, LLC1,921$232.9K
denkapparat Operations GmbH1,906$231.1K
Integrity Alliance, LLC.1,900$230.4K
Independent Advisor Alliance1,885$228.6K
One Wealth Advisors, LLC1,878$227.7K
We Are One Seven, LLC1,875$227.3K
Aptus Capital Advisors, LLC1,832$222.1K
Cyndeo Wealth Partners, LLC1,810$219.5K
Beirne Wealth Consulting Services, LLC1,803$218.6K
Turtle Creek Wealth Advisors, LLC1,722$208.8K
NorthRock Partners, LLC1,717$208.2K
HighPoint Advisor Group LLC1,713$207.7K
Dorsey Wright & Associates1,687$205.0K
Jacobi Capital Management LLC1,680$203.7K
Family Legacy Financial Solutions, LLC1,604$194.5K
Icon Wealth Advisors, LLC1,255$152.2K
Heartwood Wealth Advisors LLC1,205$146.1K
Salem Investment Counselors Inc950$115.2K
Limestone Investment Advisors LP860$104.3K
Ci Investments Inc.729$88.0K
Hilltop National Bank546$66.2K
Montag A & Associates Inc475$57.6K
Mather Group, LLC.399$48.4K
Migdal Insurance & Financial Holdings Ltd.366$44.0K
TD Waterhouse Canada Inc.270$34.2K
Bank Julius Baer & Co. Ltd, Zurich145$17.6K
Rise Advisors, LLC72$8.73K
TD Private Client Wealth LLC45$5.46K

Not filed for Q4 2025 yet (8)

Institutions that held Builders FirstSource, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BLDR in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Wolverine Trading, LLC30,410$3.64M
CIBC Bancorp USA Inc.15,251$1.85M
Glenmede Investment Management, LP7,496$908.9K
AXA Investment Managers S.A.1,996$242.0K
Hemington Wealth Management145$17.0K
Guerra Advisors Inc105$12.7K
Binnacle Investments Inc23$2.79K
Texas Capital Bancshares Inc6$728