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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 55,757 | $5.74M | 0.10% | +21,611+63.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 56,065 | $5.77M | 0.02% | −505−0.9% | Reduced |
| MML Investors Services, LLC | 56,442 | $5.81M | 0.01% | +13,370+31.0% | Added |
| Sciencast Management LP | 56,770 | $5.84M | 0.81% | +56,770 | New |
| MetLife Investment Management | 57,009 | $5.87M | 0.03% | +29,618+108.1% | Added |
| Robeco Institutional Asset Management B.V. | 57,324 | $5.90M | 0.01% | −9,810−14.6% | Reduced |
| Marathon Capital Management | 59,153 | $6.09M | 1.31% | +1,102+1.9% | Added |
| Swedbank AB | 59,242 | $6.10M | 0.01% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 59,659 | $6.15M | 1.84% | +511+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,984 | $6.17M | 0.01% | −1,380−2.2% | Reduced |
| Eagle Global Advisors LLC | 60,242 | $6.20M | 0.23% | +19,062+46.3% | Added |
| Prudential Financial Inc | 60,296 | $6.20M | 0.01% | −2,178−3.5% | Reduced |
| Susquehanna International Group, LLP | 60,670 | $6.24M | 0.01% | −40,404−40.0% | Reduced |
| Wedge Capital Management L L P | 66,591 | $6.85M | 0.12% | +9,798+17.3% | Added |
| Turtle Creek Asset Management Inc. | 67,640 | $6.96M | 0.31% | +11,100+19.6% | Added |
| Korea Investment CORP | 68,087 | $7.01M | 0.01% | −100−0.1% | Reduced |
| Standard Life Aberdeen plc | 68,326 | $7.03M | 0.01% | −704−1.0% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 68,839 | $7.08M | 0.10% | +68,839 | New |
| Polar Capital Holdings Plc | 72,518 | $7.46M | 0.03% | −570−0.8% | Reduced |
| Royce & Associates LP | 73,121 | $7.52M | 0.08% | −10,000−12.0% | Reduced |
| State of Wisconsin Investment Board | 73,581 | $7.57M | 0.02% | +9,345+14.5% | Added |
| Campbell & CO Investment Adviser LLC | 75,003 | $7.72M | 0.37% | +66,422+774.1% | Added |
| Whittier Trust Co of Nevada Inc | 70,989 | $7.90M | 0.16% | −3,156−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 77,426 | $7.97M | 0.01% | −4,083−5.0% | Reduced |
| Thrivent Financial for Lutherans | 77,881 | $8.01M | 0.01% | +16,398+26.7% | Added |
| National Bank of Canada | 81,461 | $8.38M | 0.01% | +11,840+17.0% | Added |
| Winton Group Ltd | 83,208 | $8.56M | 0.30% | +70,077+533.7% | Added |
| Aviva PLC | 83,217 | $8.56M | 0.01% | +5,742+7.4% | Added |
| Bank of Montreal | 83,711 | $8.61M | 0.00% | +3,241+4.0% | Added |
| Mountain Lake Investment Management LLC | 83,944 | $8.64M | 6.56% | +7,382+9.6% | Added |
| De Lisle Partners LLP | 84,501 | $8.69M | 1.12% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 85,750 | $8.82M | 0.37% | 00.0% | Unchanged |
| RIHO Partners, LLC | 86,038 | $8.85M | 5.60% | +86,038 | New |
| Parkwood LLC | 86,167 | $8.87M | 0.75% | +26,678+44.8% | Added |
| O'Shaughnessy Asset Management, LLC | 87,587 | $9.01M | 0.05% | −121,099−58.0% | Reduced |
| New York State Teachers Retirement System | 89,299 | $9.19M | 0.02% | −2,342−2.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 89,984 | $9.26M | 0.31% | +2,888+3.3% | Added |
| Mountaineer Partners Management, LLC | 94,091 | $9.68M | 5.42% | +33,332+54.9% | Added |
| Schwartz Investment Counsel Inc | 95,800 | $9.86M | 0.34% | +14,000+17.1% | Added |
| Russell Investments Group, Ltd. | 96,783 | $9.96M | 0.01% | −78,230−44.7% | Reduced |
| SEI Investments Co | 97,070 | $9.99M | 0.01% | −2,208−2.2% | Reduced |
| Aquatic Capital Management LLC | 97,108 | $9.99M | 0.28% | +97,108 | New |
| Achmea Investment Management B.V. | 98,190 | $10.1M | 0.26% | −6,576−6.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 98,734 | $10.2M | 0.01% | +84,901+613.8% | Added |
| Trexquant Investment LP | 104,688 | $10.8M | 0.10% | +104,688 | New |
| DnB Asset Management AS | 106,715 | $11.0M | 0.04% | +50,355+89.3% | Added |
| Two Sigma Advisers, LP | 107,200 | $11.0M | 0.02% | +107,200 | New |
| DekaBank Deutsche Girozentrale | 54,675 | $11.2M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 108,601 | $11.2M | 0.02% | −3,300−2.9% | Reduced |
| AQR Capital Management LLC | 110,537 | $11.4M | 0.01% | +35,015+46.4% | Added |
| Picton Mahoney Asset Management | 112,017 | $11.5M | 0.13% | +17,225+18.2% | Added |
| Rafferty Asset Management, LLC | 112,150 | $11.5M | 0.04% | +14,728+15.1% | Added |
| SG Americas Securities, LLC | 112,463 | $11.6M | 0.02% | +112,463 | New |
| Illinois Municipal Retirement Fund | 116,099 | $11.9M | 0.15% | +13,220+12.9% | Added |
| Quantinno Capital Management LP | 116,457 | $12.0M | 0.02% | +51,934+80.5% | Added |
| Tudor Investment Corp Et Al | 117,722 | $12.1M | 0.07% | +117,722 | New |
| Whittier Trust Co | 110,680 | $12.3M | 0.13% | −427−0.4% | Reduced |
| Principal Financial Group Inc | 121,953 | $12.5M | 0.01% | +2,974+2.5% | Added |
| Old West Investment Management, LLC | 123,015 | $12.7M | 2.26% | +59,716+94.3% | Added |
| Hauser Brothers GmbH | 125,500 | $12.9M | 9.18% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 128,045 | $13.2M | 0.77% | +386+0.3% | Added |
| Gotham Asset Management, LLC | 137,912 | $14.2M | 0.05% | +7,021+5.4% | Added |
| Woodson Capital Management, LP | 142,000 | $14.6M | 2.26% | +3,000+2.2% | Added |
| Thornburg Investment Management Inc | 143,154 | $14.7M | 0.19% | −2,690−1.8% | Reduced |
| New York State Common Retirement Fund | 143,879 | $14.8M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 143,970 | $14.8M | 0.01% | −221,974−60.7% | Reduced |
| Worldquant Millennium Advisors LLC | 150,608 | $15.5M | 0.06% | +150,608 | New |
| Schonfeld Strategic Advisors LLC | 153,094 | $15.8M | 0.08% | +146,636+2,270.6% | Added |
| Marshall Wace, LLP | 155,869 | $16.0M | 0.02% | +123,219+377.4% | Added |
| Stadium Capital Management LLC | 158,894 | $16.3M | 18.93% | −23,898−13.1% | Reduced |
| KLCM Advisors, Inc. | 161,585 | $16.6M | 1.43% | −1,064−0.7% | Reduced |
| Alliancebernstein L.P. | 163,243 | $16.8M | 0.01% | −437,218−72.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 163,256 | $16.8M | 0.04% | +17,352+11.9% | Added |
| California State Teachers Retirement System | 166,179 | $17.1M | 0.02% | −12,179−6.8% | Reduced |
| Price T Rowe Associates Inc | 166,984 | $17.2M | 0.00% | −2,220−1.3% | Reduced |
| GoodHaven Capital Management, LLC | 170,520 | $17.5M | 5.68% | 00.0% | Unchanged |
| Littlejohn & Co LLC | 170,671 | $17.6M | 9.15% | +103,671+154.7% | Added |
| Zimmer Partners, LP | 172,500 | $17.7M | 0.47% | +99,500+136.3% | Added |
| Two Sigma Investments, LP | 182,670 | $18.8M | 0.03% | +148,993+442.4% | Added |
| California Public Employees Retirement System | 185,408 | $19.1M | 0.01% | −1,860−1.0% | Reduced |
| Cerity Partners LLC | 188,492 | $19.4M | 0.03% | +12,504+7.1% | Added |
| Tocqueville Asset Management L.P. | 188,559 | $19.4M | 0.28% | −26,231−12.2% | Reduced |
| BNP Paribas Arbitrage, SA | 198,913 | $20.5M | 0.01% | −19,481−8.9% | Reduced |
| Verition Fund Management LLC | 199,367 | $20.5M | 0.11% | +78,662+65.2% | Added |
| Jane Street Group, LLC | 205,565 | $21.2M | 0.03% | +177,480+631.9% | Added |
| LPL Financial LLC | 219,062 | $22.5M | 0.01% | −1,624−0.7% | Reduced |
| AustralianSuper Pty Ltd | 224,514 | $23.1M | 0.11% | +10,953+5.1% | Added |
| Stifel Financial Corp | 224,565 | $23.1M | 0.02% | −2,744−1.2% | Reduced |
| Rhumbline Advisers | 225,360 | $23.2M | 0.02% | +593+0.3% | Added |
| Neuberger Berman Group LLC | 236,485 | $24.3M | 0.02% | −477,084−66.9% | Reduced |
| Hill City Capital, LP | 240,000 | $24.7M | 0.93% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 241,109 | $24.8M | 0.01% | −52,851−18.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 242,410 | $24.9M | 0.01% | −66,692−21.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 238,867 | $25.0M | 0.02% | +22,270+10.3% | Added |
| Wells Fargo & Company | 248,087 | $25.5M | 0.00% | −19,574−7.3% | Reduced |
| Silvercrest Asset Management Group LLC | 250,290 | $25.8M | 0.18% | −25,575−9.3% | Reduced |
| Nuveen, LLC | 252,728 | $26.0M | 0.01% | −673−0.3% | Reduced |
| Millennium Management LLC | 256,363 | $26.4M | 0.02% | +228,824+830.9% | Added |
| Raymond James Financial Inc | 256,531 | $26.4M | 0.01% | −36,875−12.6% | Reduced |
| RBF Capital, LLC | 258,702 | $26.6M | 1.22% | 00.0% | Unchanged |