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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 2,080 | $214.0K | 0.00% | −2,016−49.2% | Reduced |
| ASR Vermogensbeheer N.V. | 2,088 | $214.8K | 0.00% | −492−19.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,100 | $216.1K | 0.06% | +2,100 | New |
| Vision Retirement, LLC | 2,106 | $216.7K | 0.06% | +2,106 | New |
| Modera Wealth Management, LLC | 2,111 | $217.2K | 0.00% | −50−2.3% | Reduced |
| Denali Advisors LLC | 2,111 | $217.2K | 0.02% | +2,111 | New |
| Cidel Asset Management Inc | 2,133 | $219.5K | 0.02% | +370+21.0% | Added |
| Diametric Capital, LP | 2,183 | $224.6K | 0.06% | −1,242−36.3% | Reduced |
| Wealthspire Advisors, LLC | 2,200 | $226.4K | 0.00% | +754+52.1% | Added |
| IFP Advisors, Inc | 2,205 | $226.9K | 0.01% | −370−14.4% | Reduced |
| Federated Hermes, Inc. | 2,210 | $227.4K | 0.00% | −55,016−96.1% | Reduced |
| Kendall Capital Management | 2,215 | $227.9K | 0.05% | −840−27.5% | Reduced |
| Guidance Capital, Inc | 1,831 | $229.3K | 0.06% | +80+4.6% | Added |
| Canada Post Corp Registered Pension Plan | 2,230 | $229.4K | 0.01% | +590+36.0% | Added |
| Clarius Group, LLC | 2,255 | $232.0K | 0.01% | +49+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 2,274 | $234.0K | 0.00% | +2,274 | New |
| CWM, LLC | 2,278 | $234.0K | 0.00% | −476−17.3% | Reduced |
| Aprio Wealth Management, LLC | 2,294 | $236.0K | 0.01% | −1,386−37.7% | Reduced |
| Stephens Inc | 2,324 | $239.1K | 0.00% | −825−26.2% | Reduced |
| Arcataur Capital Management LLC | 2,335 | $240.2K | 0.07% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 2,365 | $243.3K | 0.09% | −350−12.9% | Reduced |
| Gabelli Funds LLC | 2,400 | $246.9K | 0.00% | −20,000−89.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,412 | $248.2K | 0.00% | −621−20.5% | Reduced |
| Resources Investment Advisors, LLC. | 2,412 | $248.2K | 0.00% | −155−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,450 | $252.1K | 0.00% | +190+8.4% | Added |
| Capstone Investment Advisors, LLC | 2,451 | $252.2K | 0.00% | +383+18.5% | Added |
| Warren Averett Asset Management, LLC | 2,456 | $252.7K | 0.00% | +19+0.8% | Added |
| MidWestOne Financial Group, Inc. | 2,469 | $254.0K | 0.03% | −183−6.9% | Reduced |
| Wealthfront Advisers LLC | 2,500 | $257.2K | 0.00% | −40−1.6% | Reduced |
| Everence Capital Management Inc | 2,510 | $258.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,508 | $258.0K | 0.03% | +2,508 | New |
| Horizon Investments, LLC | 2,509 | $258.2K | 0.00% | −3,305−56.8% | Reduced |
| Seelaus Asset Management LLC | 2,540 | $261.3K | 0.21% | 00.0% | Unchanged |
| Family Legacy, Inc. | 2,597 | $267.2K | 0.08% | +25+1.0% | Added |
| STRS Ohio | 2,599 | $267.4K | 0.00% | −115,995−97.8% | Reduced |
| JGP Wealth Management, LLC | 2,604 | $267.9K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,636 | $271.0K | 0.01% | +243+10.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,648 | $272.5K | 0.01% | −651−19.7% | Reduced |
| Councilmark Asset Management, LLC | 2,655 | $273.2K | 0.15% | −20−0.7% | Reduced |
| Private Advisor Group, LLC | 2,728 | $280.7K | 0.00% | −456−14.3% | Reduced |
| Applied Finance Capital Management, LLC | 2,730 | $280.9K | 0.02% | +552+25.3% | Added |
| Eventide Asset Management, LLC | 2,744 | $283.1K | 0.00% | −1,839−40.1% | Reduced |
| SFMG, LLC | 2,753 | $283.3K | 0.02% | −300−9.8% | Reduced |
| Guggenheim Capital LLC | 2,801 | $288.2K | 0.00% | +2,801 | New |
| Forum Financial Management, LP | 2,816 | $289.7K | 0.00% | −3−0.1% | Reduced |
| Washington Trust Co | 2,834 | $291.6K | 0.01% | −68−2.3% | Reduced |
| Caxton Associates LLP | 2,834 | $291.6K | 0.01% | +2,834 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,855 | $293.8K | 0.02% | 00.0% | Unchanged |
| Regents Gate Capital LLP | 2,887 | $297.0K | 0.10% | −32,888−91.9% | Reduced |
| Artisan Partners Limited Partnership | 2,900 | $298.4K | 0.00% | +939+47.9% | Added |
| Bennett Selby Investments LP | 2,916 | $300.0K | 0.10% | −396−12.0% | Reduced |
| American Trust | 2,941 | $302.6K | 0.03% | −25−0.8% | Reduced |
| Hilltop Holdings Inc. | 2,942 | $302.7K | 0.02% | −2,692−47.8% | Reduced |
| Securian Asset Management, Inc | 2,968 | $305.4K | 0.01% | −2,266−43.3% | Reduced |
| MUFG Securities Americas Inc. | 2,979 | $306.5K | 0.02% | −3−0.1% | Reduced |
| Panagora Asset Management Inc | 2,980 | $306.6K | 0.00% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 3,000 | $308.7K | 0.31% | −6,000−66.7% | Reduced |
| Cheviot Value Management, LLC | 2,675 | $313.2K | 0.03% | +245+10.1% | Added |
| Northbridge Financial Group, LLC | 3,071 | $316.0K | 0.14% | +3,071 | New |
| Guyasuta Investment Advisors Inc | 3,122 | $321.2K | 0.02% | +3,122 | New |
| Scientech Research LLC | 3,130 | $322.0K | 0.20% | −1,519−32.7% | Reduced |
| Penserra Capital Management LLC | 3,153 | $323.0K | 0.00% | +307+10.8% | Added |
| Larson Financial Group LLC | 3,147 | $323.8K | 0.01% | −58−1.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,148 | $324.0K | 0.00% | −101−3.1% | Reduced |
| Pensionmark Financial Group, LLC | 3,233 | $332.6K | 0.01% | +1,372+73.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,249 | $334.3K | 0.00% | −1,095−25.2% | Reduced |
| Storebrand Asset Management AS | 3,264 | $335.8K | 0.00% | −2,322−41.6% | Reduced |
| QRG Capital Management, Inc. | 3,277 | $337.2K | 0.00% | −756−18.7% | Reduced |
| Perpetual Ltd | 3,286 | $338.1K | 0.00% | +3,286 | New |
| Wolverine Asset Management LLC | 3,300 | $339.5K | 0.00% | −15,200−82.2% | Reduced |
| SRS Capital Advisors, Inc. | 3,345 | $344.2K | 0.01% | −2,120−38.8% | Reduced |
| Kathmere Capital Management, LLC | 3,364 | $346.1K | 0.02% | +209+6.6% | Added |
| Tower Research Capital LLC (TRC) | 3,366 | $346.3K | 0.01% | +1,956+138.7% | Added |
| Alamea Verwaltungs GmbH | 3,039 | $347.7K | 0.23% | +947+45.3% | Added |
| Sowell Financial Services LLC | 3,399 | $349.7K | 0.01% | −445−11.6% | Reduced |
| N.E.W. Advisory Services LLC | 3,432 | $353.1K | 0.03% | −150−4.2% | Reduced |
| Ifrah Financial Services, Inc. | 3,466 | $356.6K | 0.09% | −4−0.1% | Reduced |
| Medallion Wealth Advisors, LLC | 3,498 | $359.9K | 0.12% | −472−11.9% | Reduced |
| Metis Global Partners, LLC | 3,524 | $362.6K | 0.01% | −243−6.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,534 | $363.6K | 0.00% | +11+0.3% | Added |
| Nomura Holdings Inc | 3,541 | $364.3K | 0.00% | +644+22.2% | Added |
| Great Valley Advisor Group, Inc. | 3,606 | $371.0K | 0.01% | +280+8.4% | Added |
| Edgestream Partners, L.P. | 3,638 | $374.3K | 0.01% | +3,638 | New |
| Teacher Retirement System of Texas | 3,656 | $376.2K | 0.00% | −10,818−74.7% | Reduced |
| Blalock Williams, LLC | 3,689 | $379.6K | 0.30% | +465+14.4% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,692 | $379.9K | 0.08% | +3,692 | New |
| North Dakota State Investment Board | 3,732 | $384.0K | 0.01% | +3,732 | New |
| Legacy Capital Group California, Inc. | 3,823 | $393.3K | 0.10% | +3,823 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,844 | $395.5K | 0.02% | −9−0.2% | Reduced |
| Y.D. More Investments Ltd | 3,866 | $397.8K | 0.02% | +3,866 | New |
| Kestra Advisory Services, LLC | 3,871 | $398.3K | 0.00% | −342−8.1% | Reduced |
| Fort Point Capital Partners LLC | 3,097 | $399.4K | 0.05% | +3,097 | New |
| Nisa Investment Advisors, LLC | 3,914 | $402.7K | 0.00% | −2,115−35.1% | Reduced |
| Occudo Quantitative Strategies LP | 3,921 | $403.4K | 0.03% | +3,921 | New |
| Wisconsin Wealth Advisors, LLC | 3,927 | $404.1K | 0.40% | −783−16.6% | Reduced |
| Peak Planning Group, LLC | 3,973 | $408.8K | 0.11% | +473+13.5% | Added |
| Formula Growth Ltd | 4,000 | $411.6K | 0.16% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,037 | $415.4K | 0.04% | +385+10.5% | Added |
| Wealth Group, Ltd. | 4,050 | $417.0K | 0.41% | +4,050 | New |
| MAI Capital Management | 4,053 | $417.0K | 0.00% | −400−9.0% | Reduced |