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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 8,278 | $935.7K | 0.00% | −579−6.5% | Reduced |
| Shufro Rose & Co LLC | 9,100 | $936.3K | 0.06% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 9,219 | $948.5K | 0.02% | +3,532+62.1% | Added |
| Aigen Investment Management, LP | 9,286 | $955.4K | 0.22% | +9,286 | New |
| Capital Investment Advisors, LLC | 9,304 | $957.3K | 0.01% | −3,887−29.5% | Reduced |
| J.Safra Asset Management Corp | 9,325 | $959.4K | 0.05% | −3,011−24.4% | Reduced |
| Twinbeech Capital LP | 9,346 | $961.6K | 0.07% | −66,465−87.7% | Reduced |
| Truvestments Capital LLC | 9,447 | $972.0K | 0.18% | +858+10.0% | Added |
| Schroder Investment Management Group | 9,424 | $972.5K | 0.00% | −3,576−27.5% | Reduced |
| Occam Crest Management LP | 9,500 | $977.5K | 0.70% | −12,500−56.8% | Reduced |
| Assenagon Asset Management S.A. | 9,646 | $992.5K | 0.00% | +168+1.8% | Added |
| Eschler Asset Management LLP | 9,660 | $993.9K | 0.68% | +9,660 | New |
| Public Employees Retirement Association of Colorado | 9,659 | $994.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 9,671 | $995.0K | 0.02% | +1,919+24.8% | Added |
| Epacria Capital Partners, LLC | 9,701 | $998.1K | 0.79% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,735 | $1.00M | 0.00% | +3,519+56.6% | Added |
| Brown Advisory Inc | 9,744 | $1.00M | 0.00% | −196−2.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 9,800 | $1.01M | 0.01% | +9,800 | New |
| Wasatch Advisors Inc | 9,818 | $1.01M | 0.01% | +2,722+38.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 9,828 | $1.01M | 0.01% | +9,828 | New |
| Macquarie Group Ltd | 9,920 | $1.02M | 0.00% | −3,084−23.7% | Reduced |
| Concentric Capital Strategies, LP | 9,975 | $1.03M | 0.05% | −78,110−88.7% | Reduced |
| Crown Advisors Management, Inc. | 10,000 | $1.03M | 0.68% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,016 | $1.03M | 0.01% | −4,280−29.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 10,200 | $1.05M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,288 | $1.06M | 0.01% | +6,813+196.1% | Added |
| Rehmann Capital Advisory Group | 10,350 | $1.07M | 0.06% | +2,422+30.5% | Added |
| Engineers Gate Manager LP | 10,464 | $1.08M | 0.01% | −22,271−68.0% | Reduced |
| Swiss Life Asset Management Ltd | 10,520 | $1.08M | 0.01% | +507+5.1% | Added |
| State of Alaska, Department of Revenue | 10,959 | $1.13M | 0.01% | −875−7.4% | Reduced |
| VCI Wealth Management LLC | 11,080 | $1.14M | 0.32% | +4,288+63.1% | Added |
| JustInvest LLC | 11,229 | $1.16M | 0.01% | +133+1.2% | Added |
| Walleye Trading LLC | 11,243 | $1.16M | 0.02% | −19,645−63.6% | Reduced |
| Board of the Pension Protection Fund | 11,400 | $1.17M | 1.12% | +3,600+46.2% | Added |
| Wincap Financial LLC | 11,413 | $1.17M | 0.81% | +535+4.9% | Added |
| Mariner, LLC | 11,421 | $1.18M | 0.00% | −29,077−71.8% | Reduced |
| PEAK6 LLC | 11,554 | $1.19M | 0.03% | −7,238−38.5% | Reduced |
| CAPROCK Group, Inc. | 11,618 | $1.20M | 0.03% | +1,405+13.8% | Added |
| Magnetar Financial LLC | 11,652 | $1.20M | 0.01% | +11,652 | New |
| Strategic Investment Advisors | 11,752 | $1.21M | 0.10% | −1,187−9.2% | Reduced |
| Canada Pension Plan Investment Board | 11,810 | $1.22M | 0.00% | −2,500−17.5% | Reduced |
| Alberta Investment Management Corp | 12,100 | $1.24M | 0.01% | +12,100 | New |
| Gsa Capital Partners LLP | 12,120 | $1.25M | 0.11% | +8,380+224.1% | Added |
| OP Asset Management Ltd | 12,201 | $1.26M | 0.02% | −8,350−40.6% | Reduced |
| The PNC Financial Services Group, Inc. | 12,246 | $1.26M | 0.00% | −2,239−15.5% | Reduced |
| XTX Topco Ltd | 12,407 | $1.28M | 0.03% | +4,170+50.6% | Added |
| US Bancorp | 12,422 | $1.28M | 0.00% | −864−6.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 12,559 | $1.29M | 0.00% | +12,559 | New |
| Nordea Investment Management AB | 12,437 | $1.29M | 0.00% | +13+0.1% | Added |
| Ameritas Investment Partners, Inc. | 12,603 | $1.30M | 0.04% | −2,505−16.6% | Reduced |
| Oregon Public Employees Retirement Fund | 12,672 | $1.30M | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 12,706 | $1.31M | 0.12% | −2,295−15.3% | Reduced |
| Mackenzie Financial Corp | 12,986 | $1.34M | 0.00% | −1,348−9.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 13,035 | $1.34M | 0.08% | −301−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,284 | $1.37M | 0.00% | +893+7.8% | Added |
| ING Groep NV | 13,291 | $1.37M | 0.01% | +13,291 | New |
| Main Street Financial Solutions, LLC | 13,363 | $1.37M | 0.10% | −540−3.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,401 | $1.38M | 0.01% | +646+5.1% | Added |
| King Luther Capital Management Corp | 13,415 | $1.38M | 0.01% | −41−0.3% | Reduced |
| Essex Investment Management Co LLC | 13,482 | $1.39M | 0.21% | −346−2.5% | Reduced |
| Carnegie Lake Advisors LLC | 13,544 | $1.39M | 0.53% | 00.0% | Unchanged |
| Polianta Ltd | 13,700 | $1.41M | 0.18% | +13,700 | New |
| CWM Advisors, LLC | 13,825 | $1.42M | 0.13% | −1,343−8.9% | Reduced |
| Bridges Investment Management Inc | 13,902 | $1.43M | 0.02% | −6,490−31.8% | Reduced |
| Cunning Capital Partners, LP | 13,970 | $1.44M | 0.66% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,235 | $1.46M | 0.01% | −1,709−10.7% | Reduced |
| Nissay Asset Management Corp | 14,491 | $1.49M | 0.01% | +236+1.7% | Added |
| Rakuten Investment Management, Inc. | 14,546 | $1.50M | 0.01% | +594+4.3% | Added |
| Intrinsic Value Partners, LLC | 14,765 | $1.52M | 1.14% | −15−0.1% | Reduced |
| NEOS Investment Management LLC | 14,835 | $1.53M | 0.01% | +2,478+20.1% | Added |
| Tredje AP-fonden | 14,906 | $1.53M | 0.01% | +1,897+14.6% | Added |
| New York Life Investment Management LLC | 14,958 | $1.54M | 0.01% | −97−0.6% | Reduced |
| Soapstone Management L.P. | 15,000 | $1.54M | 1.14% | 00.0% | Unchanged |
| Hancock Whitney Corp | 15,013 | $1.54M | 0.03% | −1,107−6.9% | Reduced |
| Walleye Capital LLC | 15,202 | $1.56M | 0.01% | +4,236+38.6% | Added |
| State of Tennessee, Treasury Department | 13,804 | $1.58M | 0.01% | −5,551−28.7% | Reduced |
| CIBC World Markets Corp | 15,382 | $1.58M | 0.01% | +15,382 | New |
| Xponance, Inc. | 15,578 | $1.60M | 0.01% | +812+5.5% | Added |
| Group One Trading, L.P. | 15,639 | $1.61M | 0.05% | −6,765−30.2% | Reduced |
| Commonwealth Equity Services, LLC | 15,701 | $1.62M | 0.00% | −24,396−60.8% | Reduced |
| Simplex Trading, LLC | 15,860 | $1.63M | 0.05% | −8,080−33.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,900 | $1.64M | 0.01% | +700+4.6% | Added |
| Hennessy Advisors Inc | 16,100 | $1.66M | 0.06% | −200−1.2% | Reduced |
| M&T Bank Corp | 16,113 | $1.66M | 0.01% | +4,293+36.3% | Added |
| Jefferies Financial Group Inc. | 16,378 | $1.69M | 0.01% | −5,622−25.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,636 | $1.71M | 0.01% | −1,163−6.5% | Reduced |
| Thoroughbred Financial Services, LLC | 16,879 | $1.74M | 0.10% | −422−2.4% | Reduced |
| Crescent Park Management, L.P. | 16,903 | $1.74M | 1.20% | −447−2.6% | Reduced |
| Moore Capital Management, LP | 16,975 | $1.75M | 0.04% | −118,829−87.5% | Reduced |
| Buckland Partners Management Co LLC | 17,100 | $1.76M | 0.98% | +17,100 | New |
| Bank of Nova Scotia | 17,474 | $1.80M | 0.00% | +4,704+36.8% | Added |
| Truist Financial Corp | 17,595 | $1.81M | 0.00% | +1,950+12.5% | Added |
| Yousif Capital Management, LLC | 14,845 | $1.82M | 0.02% | −219−1.5% | Reduced |
| Daiwa Securities Group Inc. | 17,898 | $1.84M | 0.01% | −259−1.4% | Reduced |
| Utah Retirement Systems | 17,971 | $1.85M | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 18,022 | $1.86M | 0.01% | +1,261+7.5% | Added |
| UniSuper Management Pty Ltd | 18,481 | $1.90M | 0.01% | +740+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,481 | $1.90M | 0.01% | +2,740+17.4% | Added |
| Scotia Capital Inc. | 18,651 | $1.92M | 0.01% | +963+5.4% | Added |
| Grange Capital, LLC | 19,225 | $1.98M | 1.90% | +137+0.7% | Added |