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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
Generali Asset Management SPA SGR0$00.00%−8,699−100.0%Sold out
Intech Investment Management LLC0$00.00%−8,422−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−8,000−100.0%Sold out
Soros Capital Management LLC0$00.00%−7,704−100.0%Sold out
Twin Tree Management, LP0$00.00%−7,518−100.0%Sold out
Absoluto Partners Gestao de Recursos Ltda0$00.00%−6,541−100.0%Sold out
Greenland Capital Management LP0$00.00%−6,269−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−6,027−100.0%Sold out
Roundview Capital LLC0$00.00%−5,867−100.0%Sold out
First Financial Bankshares Inc0$00.00%−5,821−100.0%Sold out
Brasada Capital Management, LP0$00.00%−4,750−100.0%Sold out
J2 Capital Management Inc0$00.00%−4,653−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−4,639−100.0%Sold out
Ethic Inc.0$00.00%−4,552−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−4,235−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−3,847−100.0%Sold out
Cardiff Park Advisors, LLC0$00.00%−3,763−100.0%Sold out
Gainplan LLC0$00.00%−3,581−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−3,155−100.0%Sold out
Shay Capital LLC0$00.00%−3,000−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−2,947−100.0%Sold out
Fidelis Capital Partners, LLC0$00.00%−2,987−100.0%Sold out
Hook Mill Capital Partners, LP0$00.00%−2,848−100.0%Sold out
CastleKnight Management LP0$00.00%−2,800−100.0%Sold out
Penbrook Management LLC0$00.00%−2,741−100.0%Sold out
Wright Investors Service Inc0$00.00%−2,726−100.0%Sold out
Michael B. Yongue0$00.00%−2,661−100.0%Sold out
Integrated Investment Consultants, LLC0$00.00%−2,628−100.0%Sold out
Callan Family Office, LLC0$00.00%−2,570−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−2,392−100.0%Sold out
Auxano Advisors, LLC0$00.00%−2,357−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−2,274−100.0%Sold out
Clear Harbor Asset Management, LLC0$00.00%−2,175−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−2,124−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−2,091−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,000−100.0%Sold out
Uniting Wealth Partners, LLC0$00.00%−2,000−100.0%Sold out
TFB Advisors LLC0$00.00%−1,886−100.0%Sold out
Advus Financial Partners, LLC0$00.00%−1,956−100.0%Sold out
Opinicus Capital, Inc.0$00.00%−1,938−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−1,932−100.0%Sold out
Merit Financial Group, LLC0$00.00%−1,921−100.0%Sold out
denkapparat Operations GmbH0$00.00%−1,906−100.0%Sold out
Integrity Alliance, LLC.0$00.00%−1,900−100.0%Sold out
Independent Advisor Alliance0$00.00%−1,885−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−1,878−100.0%Sold out
We Are One Seven, LLC0$00.00%−1,875−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−1,832−100.0%Sold out
Cyndeo Wealth Partners, LLC0$00.00%−1,810−100.0%Sold out
Beirne Wealth Consulting Services, LLC0$00.00%−1,803−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−1,722−100.0%Sold out
NorthRock Partners, LLC0$00.00%−1,717−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−1,713−100.0%Sold out
Dorsey Wright & Associates0$00.00%−1,687−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−1,680−100.0%Sold out
Family Legacy Financial Solutions, LLC0$00.00%−1,604−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−1,255−100.0%Sold out
Heartwood Wealth Advisors LLC0$00.00%−1,205−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−950−100.0%Sold out
Limestone Investment Advisors LP0$00.00%−860−100.0%Sold out
Ci Investments Inc.0$00.00%−729−100.0%Sold out
Hilltop National Bank0$00.00%−546−100.0%Sold out
Montag A & Associates Inc0$00.00%−475−100.0%Sold out
Mather Group, LLC.0$00.00%−399−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−366−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−270−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−145−100.0%Sold out
Rise Advisors, LLC0$00.00%−72−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−45−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−39−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−28−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−29−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−20−100.0%Sold out
Ritter Daniher Financial Advisory LLC0$00.00%−17−100.0%Sold out
Bogart Wealth, LLC0$00.00%−17−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−13−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−7−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−7−100.0%Sold out
Park Place Capital Corp0$00.00%−6−100.0%Sold out
IMG Wealth Management, Inc.0$00.00%−5−100.0%Sold out
Wealth Watch Advisors, INC0$00.00%−5−100.0%Sold out
Byrne Asset Management LLC0$00.00%−3−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−2−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
Redwood Park Advisors LLC0$00.00%−1−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−1−100.0%Sold out
Wolverine Trading, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Glenmede Investment Management, LP––––Not filed
AXA Investment Managers S.A.––––Not filed
Hemington Wealth Management––––Not filed
Guerra Advisors Inc––––Not filed
Binnacle Investments Inc––––Not filed
Texas Capital Bancshares Inc––––Not filed