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 |
|---|---|---|---|---|---|
| Pecaut & Co. | 19,535 | $2.01M | 0.65% | −300−1.5% | Reduced |
| British Columbia Investment Management Corp | 19,584 | $2.01M | 0.01% | +3,697+23.3% | Added |
| KBC Group NV | 19,838 | $2.04M | 0.00% | −134−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 20,542 | $2.11M | 0.00% | −55,573−73.0% | Reduced |
| Freestone Grove Partners LP | 20,704 | $2.13M | 0.02% | +20,704 | New |
| National Pension Service | 20,760 | $2.14M | 0.00% | +8,570+70.3% | Added |
| Squarepoint Ops LLC | 20,973 | $2.16M | 0.00% | +18,024+611.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,309 | $2.19M | 0.01% | −488−2.2% | Reduced |
| Man Group plc | 21,491 | $2.21M | 0.00% | −4,587−17.6% | Reduced |
| Exchange Traded Concepts, LLC | 21,640 | $2.23M | 0.02% | −144−0.7% | Reduced |
| Voya Investment Management LLC | 21,726 | $2.24M | 0.00% | −1,594,850−98.7% | Reduced |
| IFM Investors Pty Ltd | 22,079 | $2.27M | 0.02% | −1,143−4.9% | Reduced |
| Stratos Wealth Partners, LTD. | 22,448 | $2.31M | 0.03% | −21,759−49.2% | Reduced |
| KCM Investment Advisors LLC | 22,490 | $2.31M | 0.07% | −2,450−9.8% | Reduced |
| Inkwell Capital LLC | 22,740 | $2.34M | 2.38% | −215−0.9% | Reduced |
| South Dakota Investment Council | 22,776 | $2.34M | 0.04% | +3,675+19.2% | Added |
| Amalgamated Bank | 22,844 | $2.35M | 0.02% | +2,171+10.5% | Added |
| Legato Capital Management LLC | 23,082 | $2.37M | 0.20% | +4,333+23.1% | Added |
| Wall Street Access Asset Management, LLC | 23,093 | $2.38M | 0.54% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 23,100 | $2.38M | 0.01% | −1,000−4.1% | Reduced |
| Vise Technologies, Inc. | 23,107 | $2.38M | 0.05% | +2,028+9.6% | Added |
| Baird Financial Group, Inc. | 23,117 | $2.38M | 0.00% | −32,028−58.1% | Reduced |
| Kempen Capital Management N.V. | 23,331 | $2.40M | 0.02% | +6,747+40.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,398 | $2.41M | 0.01% | −1,647−6.6% | Reduced |
| Retirement Systems of Alabama | 23,526 | $2.42M | 0.01% | −57−0.2% | Reduced |
| Ritholtz Wealth Management | 24,029 | $2.47M | 0.05% | −955−3.8% | Reduced |
| ProShare Advisors LLC | 24,401 | $2.51M | 0.00% | +1,568+6.9% | Added |
| Toroso Investments, LLC | 24,796 | $2.55M | 0.01% | +3,396+15.9% | Added |
| Havemeyer Place LP | 25,249 | $2.60M | 0.51% | +25,249 | New |
| Hudson Bay Capital Management LP | 25,363 | $2.61M | 0.01% | −30,783−54.8% | Reduced |
| Danske Bank A/S | 25,503 | $2.62M | 0.01% | −1,300−4.9% | Reduced |
| APG Asset Management N.V. | 30,183 | $2.64M | 0.01% | +6,048+25.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,722 | $2.65M | 0.01% | −824−3.1% | Reduced |
| Creative Planning | 25,905 | $2.67M | 0.00% | +3,930+17.9% | Added |
| CIBC Asset Management Inc | 26,318 | $2.71M | 0.01% | +10,179+63.1% | Added |
| Bridgefront Capital, LLC | 26,429 | $2.72M | 0.68% | +23,068+686.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,624 | $2.75M | 0.02% | −1,913−6.7% | Reduced |
| Davenport & Co LLC | 27,313 | $2.82M | 0.02% | +8,236+43.2% | Added |
| Hantz Financial Services, Inc. | 27,764 | $2.86M | 0.04% | −2,896−9.4% | Reduced |
| Fieldview Capital Management, LLC | 27,899 | $2.87M | 0.49% | +3,620+14.9% | Added |
| Cinctive Capital Management LP | 28,686 | $2.95M | 0.17% | +15,817+122.9% | Added |
| Brevan Howard Capital Management LP | 28,570 | $2.97M | 0.06% | +23,455+458.6% | Added |
| Federation des caisses Desjardins du Quebec | 28,955 | $2.98M | 0.01% | +1,685+6.2% | Added |
| TD Asset Management Inc | 29,025 | $2.99M | 0.00% | −9,659−25.0% | Reduced |
| Czech National Bank | 29,150 | $3.00M | 0.02% | +1,073+3.8% | Added |
| Comerica Bank | 29,204 | $3.00M | 0.01% | −203,008−87.4% | Reduced |
| Natixis Advisors, L.P. | 29,348 | $3.02M | 0.00% | −42,041−58.9% | Reduced |
| Argent Capital Management LLC | 29,649 | $3.05M | 0.09% | −492−1.6% | Reduced |
| HighTower Advisors, LLC | 29,854 | $3.07M | 0.00% | −419−1.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 29,978 | $3.08M | 0.13% | +29,978 | New |
| Arizona State Retirement System | 30,371 | $3.12M | 0.02% | −2,348−7.2% | Reduced |
| Handelsbanken Fonder AB | 30,519 | $3.14M | 0.01% | −900−2.9% | Reduced |
| Qsemble Capital Management, LP | 30,663 | $3.15M | 0.26% | +9,394+44.2% | Added |
| CenterBook Partners LP | 31,563 | $3.25M | 0.16% | +665+2.2% | Added |
| IMC-Chicago, LLC | 31,688 | $3.26M | 0.06% | +3,648+13.0% | Added |
| Riposte Capital LLC | 32,346 | $3.33M | 1.38% | −17,654−35.3% | Reduced |
| Public Employees Retirement System of Ohio | 32,655 | $3.36M | 0.01% | −36,548−52.8% | Reduced |
| Holocene Advisors, LP | 33,315 | $3.43M | 0.01% | +14,883+80.7% | Added |
| Resona Asset Management Co.,Ltd. | 33,597 | $3.46M | 0.02% | −703−2.0% | Reduced |
| Regal Investment Advisors LLC | 33,718 | $3.47M | 0.21% | +5,924+21.3% | Added |
| Ascent Group, LLC | 33,868 | $3.48M | 0.12% | +1,683+5.2% | Added |
| Investment House LLC | 34,132 | $3.51M | 0.17% | −12,950−27.5% | Reduced |
| State of Michigan Retirement System | 34,500 | $3.55M | 0.02% | +300+0.9% | Added |
| Quadrature Capital Ltd | 34,933 | $3.59M | 0.04% | +34,933 | New |
| Highland Capital Management, LLC | 35,240 | $3.63M | 0.18% | −1,720−4.7% | Reduced |
| Rockbridge Capital Management LLC | 35,738 | $3.68M | 2.23% | +231+0.7% | Added |
| 683 Capital Management, LLC | 36,000 | $3.70M | 0.31% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 36,400 | $3.74M | 1.15% | −9,000−19.8% | Reduced |
| Toronto Dominion Bank | 36,940 | $3.80M | 0.01% | −3,748−9.2% | Reduced |
| State of New Jersey Common Pension Fund D | 37,217 | $3.83M | 0.01% | −825−2.2% | Reduced |
| KLP Kapitalforvaltning AS | 37,900 | $3.90M | 0.02% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 39,682 | $4.08M | 0.12% | +2,893+7.9% | Added |
| Jacobs Levy Equity Management, Inc | 40,518 | $4.17M | 0.02% | −9,381−18.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 41,520 | $4.27M | 0.23% | −32,092−43.6% | Reduced |
| Captrust Financial Advisors | 42,214 | $4.34M | 0.01% | +10,239+32.0% | Added |
| Mercer Global Advisors Inc | 42,720 | $4.40M | 0.01% | −10,410−19.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 43,691 | $4.50M | 0.05% | −9,550−17.9% | Reduced |
| Asset Management One Co.,Ltd. | 44,550 | $4.61M | 0.01% | −1,673−3.6% | Reduced |
| Altus Wealth Group LLC | 45,348 | $4.67M | 1.86% | +366+0.8% | Added |
| Treasurer of the State of North Carolina | 45,454 | $4.68M | 0.01% | −3,329−6.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 45,471 | $4.68M | 0.04% | −3,431−7.0% | Reduced |
| Banque Transatlantique SA | 44,922 | $4.73M | 0.11% | +1,964+4.6% | Added |
| Ensign Peak Advisors, Inc | 46,305 | $4.76M | 0.01% | −11,617−20.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 47,041 | $4.84M | 0.45% | +30,000+176.0% | Added |
| Nomura Asset Management Co Ltd | 47,537 | $4.89M | 0.01% | +1,649+3.6% | Added |
| Greatmark Investment Partners, Inc. | 48,072 | $4.95M | 0.59% | +14,856+44.7% | Added |
| CI Private Wealth, LLC | 48,875 | $5.03M | 0.01% | −81−0.2% | Reduced |
| Cetera Investment Advisers | 49,143 | $5.06M | 0.01% | −1,426−2.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 49,586 | $5.10M | 0.01% | −108,812−68.7% | Reduced |
| IPG Investment Advisors LLC | 50,060 | $5.15M | 0.90% | +14,977+42.7% | Added |
| Westbourne Investment Advisors, Inc. | 50,160 | $5.16M | 1.42% | +50,160 | New |
| Mutual of America Capital Management LLC | 50,193 | $5.16M | 0.05% | −310−0.6% | Reduced |
| Cercano Management LLC | 51,128 | $5.26M | 0.20% | −9,172−15.2% | Reduced |
| Atom Investors LP | 51,161 | $5.26M | 0.42% | +10,644+26.3% | Added |
| Great West Life Assurance Co | 51,587 | $5.31M | 0.01% | −12,634−19.7% | Reduced |
| Heartland Advisors Inc | 53,508 | $5.51M | 0.30% | +5,226+10.8% | Added |
| D. E. Shaw & Co., Inc. | 53,597 | $5.51M | 0.00% | +53,597 | New |
| Royal London Asset Management Ltd | 53,865 | $5.54M | 0.01% | +714+1.3% | Added |
| Moran Wealth Management, LLC | 54,243 | $5.58M | 0.17% | +18,812+53.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,770 | $5.70M | 0.01% | +2,965+5.7% | Added |