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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 261,330 | $27.0M | 0.02% | +45,967+21.3% | Added |
| Qube Research & Technologies Ltd | 266,197 | $27.4M | 0.04% | +266,197 | New |
| Loews Corp | 280,000 | $28.8M | 0.23% | +280,000 | New |
| Point72 Asset Management, L.P. | 287,887 | $29.6M | 0.05% | +287,887 | New |
| JB Capital Partners LP | 292,265 | $30.1M | 5.17% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 295,627 | $30.4M | 0.04% | −294,280−49.9% | Reduced |
| Swiss National Bank | 302,987 | $31.2M | 0.02% | −15,500−4.9% | Reduced |
| Lodge Hill Capital, LLC | 303,000 | $31.2M | 5.89% | −25,000−7.6% | Reduced |
| Barclays PLC | 305,110 | $31.4M | 0.01% | −57,899−15.9% | Reduced |
| Balyasny Asset Management LLC | 305,159 | $31.4M | 0.06% | +302,324+10,664.0% | Added |
| JPMorgan Chase & Co | 320,075 | $32.9M | 0.00% | −427,300−57.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 321,800 | $33.1M | 0.05% | +170,068+112.1% | Added |
| Caisse de Depot Et Placement du Quebec | 332,351 | $34.2M | 0.06% | +332,351 | New |
| Long Focus Capital Management, LLC | 335,000 | $34.5M | 1.72% | +255,000+318.8% | Added |
| Samlyn Capital, LLC | 341,674 | $35.2M | 0.56% | +341,674 | New |
| Envestnet Asset Management Inc | 343,585 | $35.4M | 0.01% | −568,559−62.3% | Reduced |
| Lord, Abbett & Co. LLC | 344,061 | $35.4M | 0.11% | −5,870−1.7% | Reduced |
| Citigroup Inc | 359,220 | $37.0M | 0.03% | +81,195+29.2% | Added |
| Royal Bank of Canada | 371,270 | $38.2M | 0.01% | −55,022−12.9% | Reduced |
| Seizert Capital Partners, LLC | 371,997 | $38.3M | 1.62% | +70,161+23.2% | Added |
| Fred Alger Management, LLC | 375,723 | $38.7M | 0.15% | +269,239+252.8% | Added |
| Commerce Bank | 384,164 | $39.5M | 0.22% | +14,199+3.8% | Added |
| American Century Companies Inc | 426,738 | $43.9M | 0.02% | −22,274−5.0% | Reduced |
| Robotti Robert | 426,991 | $43.9M | 7.89% | +13,012+3.1% | Added |
| Amundi | 439,481 | $45.2M | 0.01% | +105,982+31.8% | Added |
| Westfield Capital Management Co LP | 475,697 | $48.9M | 0.20% | −140,335−22.8% | Reduced |
| Bessemer Group Inc | 501,019 | $51.5M | 0.08% | +39,085+8.5% | Added |
| UBS Group AG | 516,311 | $53.1M | 0.01% | −39,659−7.1% | Reduced |
| UBS Asset Management Americas Inc | 517,961 | $53.3M | 0.01% | −3,365−0.6% | Reduced |
| Renaissance Technologies LLC | 534,741 | $55.0M | 0.09% | +534,741 | New |
| Legal & General Group Plc | 553,377 | $56.9M | 0.01% | −42,647−7.2% | Reduced |
| Frontier Capital Management Co LLC | 576,172 | $59.3M | 0.63% | −714,476−55.4% | Reduced |
| Assetmark, Inc | 593,204 | $61.0M | 0.12% | −74,183−11.1% | Reduced |
| Clearbridge Investments, LLC | 643,937 | $66.3M | 0.05% | −245,564−27.6% | Reduced |
| Fiera Capital Corp | 653,839 | $67.3M | 0.21% | +173,230+36.0% | Added |
| Bank of New York Mellon Corp | 680,757 | $70.0M | 0.01% | −83,817−11.0% | Reduced |
| Colony Group, LLC | 692,650 | $71.3M | 0.08% | +686,803+11,746.2% | Added |
| Janus Henderson Group PLC | 732,856 | $75.4M | 0.03% | +58,590+8.7% | Added |
| Capital World Investors | 768,084 | $79.0M | 0.01% | −436−0.1% | Reduced |
| Coliseum Capital Management, LLC | 780,648 | $80.3M | 6.58% | +780,648 | New |
| Pictet Asset Management Holding SA | 789,345 | $81.2M | 0.08% | +500,491+173.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 793,344 | $81.6M | 0.12% | +14,252+1.8% | Added |
| Evercore Wealth Management, LLC | 819,418 | $84.3M | 1.24% | −50,670−5.8% | Reduced |
| Deutsche Bank AG | 836,078 | $86.0M | 0.03% | +292,128+53.7% | Added |
| Bank of America Corp | 951,578 | $97.9M | 0.01% | +252,784+36.2% | Added |
| Northern Trust Corp | 992,002 | $102.1M | 0.01% | +8,084+0.8% | Added |
| Goldman Sachs Group Inc | 997,200 | $102.6M | 0.01% | +100,977+11.3% | Added |
| Massachusetts Financial Services Co | 1,025,770 | $105.5M | 0.03% | −76,216−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,045,898 | $107.6M | 0.02% | +63,426+6.5% | Added |
| Public Sector Pension Investment Board | 1,057,720 | $108.8M | 0.37% | +176,281+20.0% | Added |
| Norges Bank | 1,061,995 | $109.3M | 0.01% | +1,061,995 | New |
| Citadel Advisors LLC | 1,280,988 | $131.8M | 0.09% | +1,010,561+373.7% | Added |
| Morgan Stanley | 1,543,719 | $158.8M | 0.01% | −235,844−13.3% | Reduced |
| Boston Partners | 1,790,854 | $184.4M | 0.19% | −61,438−3.3% | Reduced |
| Franklin Resources Inc | 1,836,613 | $189.0M | 0.05% | −17,912−1.0% | Reduced |
| Diamond Hill Capital Management Inc | 1,872,708 | $192.7M | 0.99% | +221,641+13.4% | Added |
| Victory Capital Management Inc | 2,027,595 | $208.6M | 0.12% | +134,112+7.1% | Added |
| Invesco Ltd. | 2,102,080 | $216.3M | 0.02% | +556,210+36.0% | Added |
| Brave Warrior Advisors, LLC | 2,379,145 | $244.8M | 5.73% | +573,764+31.8% | Added |
| Capital International Investors | 2,526,676 | $260.0M | 0.04% | −1,016,744−28.7% | Reduced |
| Dimensional Fund Advisors LP | 2,641,809 | $271.8M | 0.06% | +725,905+37.9% | Added |
| Sands Capital Management, LLC | 2,757,969 | $283.8M | 0.86% | +327,067+13.5% | Added |
| Geode Capital Management, LLC | 2,817,958 | $288.8M | 0.02% | +14,420+0.5% | Added |
| Wellington Management Group LLP | 3,316,797 | $341.3M | 0.06% | +73,835+2.3% | Added |
| FMR LLC | 3,476,283 | $357.7M | 0.02% | −7,928,983−69.5% | Reduced |
| State Street Corp | 5,108,120 | $525.6M | 0.02% | +115,857+2.3% | Added |
| BlackRock, Inc. | 8,876,413 | $913.3M | 0.02% | +168,542+1.9% | Added |
| Vanguard Group Inc | 12,377,575 | $1.27B | 0.02% | −47,149−0.4% | Reduced |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,469,801−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −685,587−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −226,386−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −218,654−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −137,154−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −126,309−100.0% | Sold out |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −102,154−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −97,019−100.0% | Sold out |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −57,196−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −53,345−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −52,196−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −48,674−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −37,995−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −37,133−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −27,324−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −26,278−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −24,120−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −22,616−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −22,361−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −22,130−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,766−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −13,526−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,365−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −13,035−100.0% | Sold out |
| Hershey Financial Advisers, LLC | 0 | $0 | 0.00% | −10,954−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −9,363−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,771−100.0% | Sold out |