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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.

Institutional holdersQ4 2025: 768 institutions
Q1 2021: 380 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 494 institutionsQ1 2022: 509 institutionsQ2 2022: 491 institutionsQ3 2022: 490 institutionsQ4 2022: 518 institutionsQ1 2023: 544 institutionsQ2 2023: 662 institutionsQ3 2023: 675 institutionsQ4 2023: 745 institutionsQ1 2024: 859 institutionsQ2 2024: 776 institutionsQ3 2024: 832 institutionsQ4 2024: 819 institutionsQ1 2025: 786 institutionsQ2 2025: 776 institutionsQ3 2025: 778 institutionsQ4 2025: 768 institutionsQ1 2026: 726 institutionsQ2 2026: 671 institutions
Value heldQ4 2025: $10.8B
Q1 2021: $9.58BQ2 2021: $8.75BQ3 2021: $10.5BQ4 2021: $15.0BQ1 2022: $11.1BQ2 2022: $8.58BQ3 2022: $8.81BQ4 2022: $9.03BQ1 2023: $11.5BQ2 2023: $16.1BQ3 2023: $14.6BQ4 2023: $19.3BQ1 2024: $23.4BQ2 2024: $15.1BQ3 2024: $21.4BQ4 2024: $15.6BQ1 2025: $13.7BQ2 2025: $12.7BQ3 2025: $13.6BQ4 2025: $10.8BQ1 2026: $8.74BQ2 2026: $9.63B
Institutions holding BLDR and their total value by quarter
QuarterHoldersValue
Q2 2026671$9.63B
Q1 2026726$8.74B
Q4 2025768$10.8B
Q3 2025778$13.6B
Q2 2025776$12.7B
Q1 2025786$13.7B
Q4 2024819$15.6B
Q3 2024832$21.4B
Q2 2024776$15.1B
Q1 2024859$23.4B
Q4 2023745$19.3B
Q3 2023675$14.6B
Q2 2023662$16.1B
Q1 2023544$11.5B
Q4 2022518$9.03B
Q3 2022490$8.81B
Q2 2022491$8.58B
Q1 2022509$11.1B
Q4 2021494$15.0B
Q3 2021404$10.5B
Q2 2021403$8.75B
Q1 2021380$9.58B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q3 2025.

Institutions holding BLDR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
HB Wealth Management, LLC4,111$423.0K0.00%+916+28.7%Added
R Squared Ltd4,113$423.2K0.20%+4,113New
Benjamin Edwards Inc4,138$425.6K0.00%−11,796−74.0%Reduced
ClearAlpha Technologies LP4,191$431.2K1.23%+2,307+122.5%Added
Level Four Advisory Services, LLC4,252$437.5K0.01%−3,086−42.1%Reduced
Regions Financial Corp4,285$440.9K0.00%−69−1.6%Reduced
Crossmark Global Holdings, Inc.4,337$446.2K0.01%−47−1.1%Reduced
Fox Run Management, L.L.C.4,346$447.2K0.07%+4,346New
Baader Bank INC4,375$449.5K0.04%+4,375New
Healthcare of Ontario Pension Plan Trust Fund4,371$449.7K0.00%−5−0.1%Reduced
Credit Agricole S A4,389$451.6K0.00%+594+15.7%Added
111 Capital4,391$451.8K0.10%+4,391New
Sanctuary Advisors, LLC4,395$452.2K0.00%−343−7.2%Reduced
Beddow Capital Management Inc4,410$454.0K0.17%+175+4.1%Added
Center For Asset Management LLC4,469$459.8K0.24%−1,155−20.5%Reduced
Atria Investments LLC4,480$460.9K0.01%+317+7.6%Added
PFG Investments, LLC4,497$462.7K0.02%+2,394+113.8%Added
Levin Capital Strategies, L.P.4,500$463.0K0.04%+2,000+80.0%Added
Dai-Ichi Life Insurance Company, Ltd4,528$465.9K0.01%−7,000−60.7%Reduced
MUFG Securities EMEA plc4,537$466.8K0.01%+2,421+114.4%Added
Ring Mountain Capital, LLC3,712$471.0K0.24%−111−2.9%Reduced
GWM Advisors LLC4,593$472.6K0.00%+376+8.9%Added
Marex Group plc4,605$473.8K0.01%+4,605New
Triton Wealth Management, PLLC4,018$476.2K0.18%+592+17.3%Added
Change Path, LLC4,672$480.7K0.01%+300+6.9%Added
E. Ohman J:or Asset Management AB4,700$483.6K0.01%00.0%Unchanged
MQS Management LLC4,739$487.6K0.29%+4,739New
Commonwealth Financial Services, LLC4,800$493.9K0.08%−45−0.9%Reduced
NewEdge Wealth, LLC4,822$496.1K0.01%+1,174+32.2%Added
KPP Advisory Services LLC4,859$499.9K0.07%−315−6.1%Reduced
Evolve Private Wealth, LLC4,961$510.4K0.03%+4,961New
Harmony Asset Management LLC5,000$514.5K0.17%−2,850−36.3%Reduced
Perigon Wealth Management, LLC5,061$520.7K0.01%−14−0.3%Reduced
New Mexico Educational Retirement Board5,100$525.0K0.02%+100+2.0%Added
Coldstream Capital Management Inc5,103$525.0K0.01%−557−9.8%Reduced
Interchange Capital Partners, LLC5,125$527.3K0.10%−269−5.0%Reduced
Omers Administration Corp5,137$528.5K0.00%−10,396−66.9%Reduced
J.W. Cole Advisors, Inc.5,952$540.3K0.01%−728−10.9%Reduced
Atlas Capital Advisors LLC5,256$540.8K0.06%+5,256New
Northwest & Ethical Investments L.P.5,254$542.2K0.01%−794−13.1%Reduced
Snowden Capital Advisors LLC5,321$547.5K0.01%−587−9.9%Reduced
Maryland State Retirement & Pension System5,355$551.0K0.01%00.0%Unchanged
Oxford Asset Management LLP5,358$551.3K0.19%+5,358New
Jones Financial Companies LLLP5,390$554.6K0.00%−419−7.2%Reduced
Ameritas Advisory Services, LLC5,470$562.8K0.02%+5,347+4,347.2%Added
Prelude Capital Management, LLC5,500$565.9K0.04%+1,497+37.4%Added
Louisiana State Employees Retirement System5,600$576.2K0.01%−200−3.4%Reduced
CIBC World Markets Inc.5,682$584.6K0.00%+5,682New
Intellectus Partners, LLC5,700$586.5K0.11%+3,700+185.0%Added
Quadrant Capital Group LLC5,777$594.4K0.02%−145−2.4%Reduced
Hodges Capital Management Inc.5,834$600.3K0.05%−752−11.4%Reduced
Sequoia Financial Advisors, LLC5,866$603.6K0.00%+3,057+108.8%Added
Tokio Marine Asset Management Co Ltd5,917$608.8K0.02%+1,282+27.7%Added
Hardy Reed LLC6,000$617.3K0.04%+6,000New
Allspring Global Investments Holdings, LLC5,903$617.6K0.00%−10−0.2%Reduced
State of Wyoming6,018$619.2K0.07%+3,066+103.9%Added
Candriam Luxembourg S.C.A.6,040$621.5K0.00%−47,045−88.6%Reduced
Welch Capital Partners LLC6,125$630.0K0.13%+6,125New
ISAM Funds (UK) Ltd6,160$633.8K0.23%+6,160New
Impact Partnership Wealth, LLC6,168$634.6K0.08%+6,168New
Entropy Technologies, LP6,196$637.5K0.03%+6,196New
Vestcor Inc6,204$638.0K0.02%00.0%Unchanged
Gulf International Bank (UK) Ltd6,233$641.0K0.02%00.0%Unchanged
Hartford Investment Management Co6,375$655.9K0.02%−80−1.2%Reduced
Allianz Asset Management GmbH6,409$659.4K0.00%−1,613−20.1%Reduced
Sterling Capital Management LLC6,432$661.8K0.01%−276−4.1%Reduced
JT Stratford LLC6,433$661.9K0.08%+1,131+21.3%Added
United Capital Financial Advisers, LLC6,468$665.5K0.00%+2,645+69.2%Added
Janney Montgomery Scott LLC6,501$669.0K0.00%+23+0.4%Added
Prudential PLC6,569$675.9K0.01%+4,050+160.8%Added
Glenmede Trust Co NA6,676$686.9K0.00%+6,676New
Financial Enhancement Group LLC5,431$688.8K0.09%+208+4.0%Added
Wellington Shields & Co., LLC6,790$698.6K0.17%−135−1.9%Reduced
Kentucky Retirement Systems6,811$700.8K0.02%00.0%Unchanged
Oppenheimer & Co Inc6,864$706.2K0.01%−9,975−59.2%Reduced
Gradient Investments LLC6,911$711.1K0.01%−283−3.9%Reduced
Farther Finance Advisors, LLC6,949$715.0K0.01%−474−6.4%Reduced
Abn Amro Investment Solutions7,045$724.9K0.01%+7,045New
Park Avenue Securities LLC7,063$727.0K0.01%−347−4.7%Reduced
Vident Advisory, LLC7,077$728.2K0.01%+42+0.6%Added
Oppenheimer Asset Management Inc.7,136$734.2K0.01%−614−7.9%Reduced
Norinchukin Bank, The7,286$749.7K0.01%+524+7.7%Added
Allstate Corp7,309$752.0K0.01%+3,660+100.3%Added
Keybank National Association7,314$752.5K0.00%+1,144+18.5%Added
Moors & Cabot, Inc.7,388$760.2K0.03%+109+1.5%Added
Altshuler Shaham Ltd7,420$763.4K0.01%+5,170+229.8%Added
Investment Management Corp of Ontario7,475$769.1K0.01%+2,296+44.3%Added
Aristeia Capital LLC7,545$776.3K0.02%+3,564+89.5%Added
Principal Securities, Inc.7,589$780.8K0.01%+1,510+24.8%Added
Westbourne Investments, Inc.7,600$782.0K0.36%−3,900−33.9%Reduced
NLB Skladi, upravljanje premozenja, d.o.o.7,602$782.2K0.04%+7,602New
LRT Capital Management, LLC7,603$782.3K0.67%+5,227+220.0%Added
Osmosis Investment Management UK Ltd8,155$839.1K0.02%+8,155New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,319$855.9K0.00%−6,538−44.0%Reduced
Y-Intercept (Hong Kong) Ltd8,345$858.6K0.02%−12,453−59.9%Reduced
Ossiam8,392$863.5K0.02%+1,512+22.0%Added
GTS Securities LLC8,756$900.9K0.03%+539+6.6%Added
Mizuho Securities USA LLC8,052$903.7K0.01%00.0%Unchanged
Inceptionr LLC8,963$922.2K0.26%+8,963New
Pacer Advisors, Inc.9,067$932.9K0.00%−525,559−98.3%Reduced