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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 153,094 | $15.8M | 0.08% | +146,636+2,270.6% | Added |
| Worldquant Millennium Advisors LLC | 150,608 | $15.5M | 0.06% | +150,608 | New |
| First Trust Advisors LP | 143,970 | $14.8M | 0.01% | −221,974−60.7% | Reduced |
| New York State Common Retirement Fund | 143,879 | $14.8M | 0.02% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 143,154 | $14.7M | 0.19% | −2,690−1.8% | Reduced |
| Woodson Capital Management, LP | 142,000 | $14.6M | 2.26% | +3,000+2.2% | Added |
| Gotham Asset Management, LLC | 137,912 | $14.2M | 0.05% | +7,021+5.4% | Added |
| Punch & Associates Investment Management, Inc. | 128,045 | $13.2M | 0.77% | +386+0.3% | Added |
| Hauser Brothers GmbH | 125,500 | $12.9M | 9.18% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 123,015 | $12.7M | 2.26% | +59,716+94.3% | Added |
| Principal Financial Group Inc | 121,953 | $12.5M | 0.01% | +2,974+2.5% | Added |
| Whittier Trust Co | 110,680 | $12.3M | 0.13% | −427−0.4% | Reduced |
| Tudor Investment Corp Et Al | 117,722 | $12.1M | 0.07% | +117,722 | New |
| Quantinno Capital Management LP | 116,457 | $12.0M | 0.02% | +51,934+80.5% | Added |
| Illinois Municipal Retirement Fund | 116,099 | $11.9M | 0.15% | +13,220+12.9% | Added |
| SG Americas Securities, LLC | 112,463 | $11.6M | 0.02% | +112,463 | New |
| Rafferty Asset Management, LLC | 112,150 | $11.5M | 0.04% | +14,728+15.1% | Added |
| Picton Mahoney Asset Management | 112,017 | $11.5M | 0.13% | +17,225+18.2% | Added |
| AQR Capital Management LLC | 110,537 | $11.4M | 0.01% | +35,015+46.4% | Added |
| State Board of Administration of Florida Retirement System | 108,601 | $11.2M | 0.02% | −3,300−2.9% | Reduced |
| DekaBank Deutsche Girozentrale | 54,675 | $11.2M | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 107,200 | $11.0M | 0.02% | +107,200 | New |
| DnB Asset Management AS | 106,715 | $11.0M | 0.04% | +50,355+89.3% | Added |
| Trexquant Investment LP | 104,688 | $10.8M | 0.10% | +104,688 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 98,734 | $10.2M | 0.01% | +84,901+613.8% | Added |
| Achmea Investment Management B.V. | 98,190 | $10.1M | 0.26% | −6,576−6.3% | Reduced |
| Aquatic Capital Management LLC | 97,108 | $9.99M | 0.28% | +97,108 | New |
| SEI Investments Co | 97,070 | $9.99M | 0.01% | −2,208−2.2% | Reduced |
| Russell Investments Group, Ltd. | 96,783 | $9.96M | 0.01% | −78,230−44.7% | Reduced |
| Schwartz Investment Counsel Inc | 95,800 | $9.86M | 0.34% | +14,000+17.1% | Added |
| Mountaineer Partners Management, LLC | 94,091 | $9.68M | 5.42% | +33,332+54.9% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 89,984 | $9.26M | 0.31% | +2,888+3.3% | Added |
| New York State Teachers Retirement System | 89,299 | $9.19M | 0.02% | −2,342−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 87,587 | $9.01M | 0.05% | −121,099−58.0% | Reduced |
| Parkwood LLC | 86,167 | $8.87M | 0.75% | +26,678+44.8% | Added |
| RIHO Partners, LLC | 86,038 | $8.85M | 5.60% | +86,038 | New |
| Paradigm Capital Management Inc | 85,750 | $8.82M | 0.37% | 00.0% | Unchanged |
| De Lisle Partners LLP | 84,501 | $8.69M | 1.12% | 00.0% | Unchanged |
| Mountain Lake Investment Management LLC | 83,944 | $8.64M | 6.56% | +7,382+9.6% | Added |
| Bank of Montreal | 83,711 | $8.61M | 0.00% | +3,241+4.0% | Added |
| Aviva PLC | 83,217 | $8.56M | 0.01% | +5,742+7.4% | Added |
| Winton Group Ltd | 83,208 | $8.56M | 0.30% | +70,077+533.7% | Added |
| National Bank of Canada | 81,461 | $8.38M | 0.01% | +11,840+17.0% | Added |
| Thrivent Financial for Lutherans | 77,881 | $8.01M | 0.01% | +16,398+26.7% | Added |
| Manufacturers Life Insurance Company, The | 77,426 | $7.97M | 0.01% | −4,083−5.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 70,989 | $7.90M | 0.16% | −3,156−4.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 75,003 | $7.72M | 0.37% | +66,422+774.1% | Added |
| State of Wisconsin Investment Board | 73,581 | $7.57M | 0.02% | +9,345+14.5% | Added |
| Royce & Associates LP | 73,121 | $7.52M | 0.08% | −10,000−12.0% | Reduced |
| Polar Capital Holdings Plc | 72,518 | $7.46M | 0.03% | −570−0.8% | 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 |
| Standard Life Aberdeen plc | 68,326 | $7.03M | 0.01% | −704−1.0% | Reduced |
| Korea Investment CORP | 68,087 | $7.01M | 0.01% | −100−0.1% | Reduced |
| Turtle Creek Asset Management Inc. | 67,640 | $6.96M | 0.31% | +11,100+19.6% | Added |
| Wedge Capital Management L L P | 66,591 | $6.85M | 0.12% | +9,798+17.3% | Added |
| Susquehanna International Group, LLP | 60,670 | $6.24M | 0.01% | −40,404−40.0% | Reduced |
| Prudential Financial Inc | 60,296 | $6.20M | 0.01% | −2,178−3.5% | Reduced |
| Eagle Global Advisors LLC | 60,242 | $6.20M | 0.23% | +19,062+46.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,984 | $6.17M | 0.01% | −1,380−2.2% | Reduced |
| Hudson Value Partners, LLC | 59,659 | $6.15M | 1.84% | +511+0.9% | Added |
| Swedbank AB | 59,242 | $6.10M | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 59,153 | $6.09M | 1.31% | +1,102+1.9% | Added |
| Robeco Institutional Asset Management B.V. | 57,324 | $5.90M | 0.01% | −9,810−14.6% | Reduced |
| MetLife Investment Management | 57,009 | $5.87M | 0.03% | +29,618+108.1% | Added |
| Sciencast Management LP | 56,770 | $5.84M | 0.81% | +56,770 | New |
| MML Investors Services, LLC | 56,442 | $5.81M | 0.01% | +13,370+31.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 56,065 | $5.77M | 0.02% | −505−0.9% | Reduced |
| Empowered Funds, LLC | 55,757 | $5.74M | 0.10% | +21,611+63.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,770 | $5.70M | 0.01% | +2,965+5.7% | Added |
| Moran Wealth Management, LLC | 54,243 | $5.58M | 0.17% | +18,812+53.1% | Added |
| Royal London Asset Management Ltd | 53,865 | $5.54M | 0.01% | +714+1.3% | Added |
| D. E. Shaw & Co., Inc. | 53,597 | $5.51M | 0.00% | +53,597 | New |
| Heartland Advisors Inc | 53,508 | $5.51M | 0.30% | +5,226+10.8% | Added |
| Great West Life Assurance Co | 51,587 | $5.31M | 0.01% | −12,634−19.7% | Reduced |
| Atom Investors LP | 51,161 | $5.26M | 0.42% | +10,644+26.3% | Added |
| Cercano Management LLC | 51,128 | $5.26M | 0.20% | −9,172−15.2% | Reduced |
| Mutual of America Capital Management LLC | 50,193 | $5.16M | 0.05% | −310−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 50,160 | $5.16M | 1.42% | +50,160 | New |
| IPG Investment Advisors LLC | 50,060 | $5.15M | 0.90% | +14,977+42.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 49,586 | $5.10M | 0.01% | −108,812−68.7% | Reduced |
| Cetera Investment Advisers | 49,143 | $5.06M | 0.01% | −1,426−2.8% | Reduced |
| CI Private Wealth, LLC | 48,875 | $5.03M | 0.01% | −81−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 48,072 | $4.95M | 0.59% | +14,856+44.7% | Added |
| Nomura Asset Management Co Ltd | 47,537 | $4.89M | 0.01% | +1,649+3.6% | Added |
| Prescott Group Capital Management, L.L.C. | 47,041 | $4.84M | 0.45% | +30,000+176.0% | Added |
| Ensign Peak Advisors, Inc | 46,305 | $4.76M | 0.01% | −11,617−20.1% | Reduced |
| Banque Transatlantique SA | 44,922 | $4.73M | 0.11% | +1,964+4.6% | Added |
| Teachers Retirement System of the State of Kentucky | 45,471 | $4.68M | 0.04% | −3,431−7.0% | Reduced |
| Treasurer of the State of North Carolina | 45,454 | $4.68M | 0.01% | −3,329−6.8% | Reduced |
| Altus Wealth Group LLC | 45,348 | $4.67M | 1.86% | +366+0.8% | Added |
| Asset Management One Co.,Ltd. | 44,550 | $4.61M | 0.01% | −1,673−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 43,691 | $4.50M | 0.05% | −9,550−17.9% | Reduced |
| Mercer Global Advisors Inc | 42,720 | $4.40M | 0.01% | −10,410−19.6% | Reduced |
| Captrust Financial Advisors | 42,214 | $4.34M | 0.01% | +10,239+32.0% | Added |
| Moody Lynn & Lieberson, LLC | 41,520 | $4.27M | 0.23% | −32,092−43.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 40,518 | $4.17M | 0.02% | −9,381−18.8% | Reduced |
| Dana Investment Advisors, Inc. | 39,682 | $4.08M | 0.12% | +2,893+7.9% | Added |
| KLP Kapitalforvaltning AS | 37,900 | $3.90M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 37,217 | $3.83M | 0.01% | −825−2.2% | Reduced |
| Toronto Dominion Bank | 36,940 | $3.80M | 0.01% | −3,748−9.2% | Reduced |