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 |
|---|---|---|---|---|---|
| Edentree Asset Management Ltd | 36,400 | $3.74M | 1.15% | −9,000−19.8% | Reduced |
| 683 Capital Management, LLC | 36,000 | $3.70M | 0.31% | 00.0% | Unchanged |
| Rockbridge Capital Management LLC | 35,738 | $3.68M | 2.23% | +231+0.7% | Added |
| Highland Capital Management, LLC | 35,240 | $3.63M | 0.18% | −1,720−4.7% | Reduced |
| Quadrature Capital Ltd | 34,933 | $3.59M | 0.04% | +34,933 | New |
| State of Michigan Retirement System | 34,500 | $3.55M | 0.02% | +300+0.9% | Added |
| Investment House LLC | 34,132 | $3.51M | 0.17% | −12,950−27.5% | Reduced |
| Ascent Group, LLC | 33,868 | $3.48M | 0.12% | +1,683+5.2% | Added |
| Regal Investment Advisors LLC | 33,718 | $3.47M | 0.21% | +5,924+21.3% | Added |
| Resona Asset Management Co.,Ltd. | 33,597 | $3.46M | 0.02% | −703−2.0% | Reduced |
| Holocene Advisors, LP | 33,315 | $3.43M | 0.01% | +14,883+80.7% | Added |
| Public Employees Retirement System of Ohio | 32,655 | $3.36M | 0.01% | −36,548−52.8% | Reduced |
| Riposte Capital LLC | 32,346 | $3.33M | 1.38% | −17,654−35.3% | Reduced |
| IMC-Chicago, LLC | 31,688 | $3.26M | 0.06% | +3,648+13.0% | Added |
| CenterBook Partners LP | 31,563 | $3.25M | 0.16% | +665+2.2% | Added |
| Qsemble Capital Management, LP | 30,663 | $3.15M | 0.26% | +9,394+44.2% | Added |
| Handelsbanken Fonder AB | 30,519 | $3.14M | 0.01% | −900−2.9% | Reduced |
| Arizona State Retirement System | 30,371 | $3.12M | 0.02% | −2,348−7.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 29,978 | $3.08M | 0.13% | +29,978 | New |
| HighTower Advisors, LLC | 29,854 | $3.07M | 0.00% | −419−1.4% | Reduced |
| Argent Capital Management LLC | 29,649 | $3.05M | 0.09% | −492−1.6% | Reduced |
| Natixis Advisors, L.P. | 29,348 | $3.02M | 0.00% | −42,041−58.9% | Reduced |
| Comerica Bank | 29,204 | $3.00M | 0.01% | −203,008−87.4% | Reduced |
| Czech National Bank | 29,150 | $3.00M | 0.02% | +1,073+3.8% | Added |
| TD Asset Management Inc | 29,025 | $2.99M | 0.00% | −9,659−25.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,955 | $2.98M | 0.01% | +1,685+6.2% | Added |
| Brevan Howard Capital Management LP | 28,570 | $2.97M | 0.06% | +23,455+458.6% | Added |
| Cinctive Capital Management LP | 28,686 | $2.95M | 0.17% | +15,817+122.9% | Added |
| Fieldview Capital Management, LLC | 27,899 | $2.87M | 0.49% | +3,620+14.9% | Added |
| Hantz Financial Services, Inc. | 27,764 | $2.86M | 0.04% | −2,896−9.4% | Reduced |
| Davenport & Co LLC | 27,313 | $2.82M | 0.02% | +8,236+43.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,624 | $2.75M | 0.02% | −1,913−6.7% | Reduced |
| Bridgefront Capital, LLC | 26,429 | $2.72M | 0.68% | +23,068+686.3% | Added |
| CIBC Asset Management Inc | 26,318 | $2.71M | 0.01% | +10,179+63.1% | Added |
| Creative Planning | 25,905 | $2.67M | 0.00% | +3,930+17.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,722 | $2.65M | 0.01% | −824−3.1% | Reduced |
| APG Asset Management N.V. | 30,183 | $2.64M | 0.01% | +6,048+25.1% | Added |
| Danske Bank A/S | 25,503 | $2.62M | 0.01% | −1,300−4.9% | Reduced |
| Hudson Bay Capital Management LP | 25,363 | $2.61M | 0.01% | −30,783−54.8% | Reduced |
| Havemeyer Place LP | 25,249 | $2.60M | 0.51% | +25,249 | New |
| Toroso Investments, LLC | 24,796 | $2.55M | 0.01% | +3,396+15.9% | Added |
| ProShare Advisors LLC | 24,401 | $2.51M | 0.00% | +1,568+6.9% | Added |
| Ritholtz Wealth Management | 24,029 | $2.47M | 0.05% | −955−3.8% | Reduced |
| Retirement Systems of Alabama | 23,526 | $2.42M | 0.01% | −57−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,398 | $2.41M | 0.01% | −1,647−6.6% | Reduced |
| Kempen Capital Management N.V. | 23,331 | $2.40M | 0.02% | +6,747+40.7% | Added |
| Baird Financial Group, Inc. | 23,117 | $2.38M | 0.00% | −32,028−58.1% | Reduced |
| Vise Technologies, Inc. | 23,107 | $2.38M | 0.05% | +2,028+9.6% | Added |
| Forsta Ap-Fonden | 23,100 | $2.38M | 0.01% | −1,000−4.1% | Reduced |
| Wall Street Access Asset Management, LLC | 23,093 | $2.38M | 0.54% | 00.0% | Unchanged |
| Legato Capital Management LLC | 23,082 | $2.37M | 0.20% | +4,333+23.1% | Added |
| Amalgamated Bank | 22,844 | $2.35M | 0.02% | +2,171+10.5% | Added |
| South Dakota Investment Council | 22,776 | $2.34M | 0.04% | +3,675+19.2% | Added |
| Inkwell Capital LLC | 22,740 | $2.34M | 2.38% | −215−0.9% | Reduced |
| KCM Investment Advisors LLC | 22,490 | $2.31M | 0.07% | −2,450−9.8% | Reduced |
| Stratos Wealth Partners, LTD. | 22,448 | $2.31M | 0.03% | −21,759−49.2% | Reduced |
| IFM Investors Pty Ltd | 22,079 | $2.27M | 0.02% | −1,143−4.9% | Reduced |
| Voya Investment Management LLC | 21,726 | $2.24M | 0.00% | −1,594,850−98.7% | Reduced |
| Exchange Traded Concepts, LLC | 21,640 | $2.23M | 0.02% | −144−0.7% | Reduced |
| Man Group plc | 21,491 | $2.21M | 0.00% | −4,587−17.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 21,309 | $2.19M | 0.01% | −488−2.2% | Reduced |
| Squarepoint Ops LLC | 20,973 | $2.16M | 0.00% | +18,024+611.2% | Added |
| National Pension Service | 20,760 | $2.14M | 0.00% | +8,570+70.3% | Added |
| Freestone Grove Partners LP | 20,704 | $2.13M | 0.02% | +20,704 | New |
| Advisor Group Holdings, Inc. | 20,542 | $2.11M | 0.00% | −55,573−73.0% | Reduced |
| KBC Group NV | 19,838 | $2.04M | 0.00% | −134−0.7% | Reduced |
| British Columbia Investment Management Corp | 19,584 | $2.01M | 0.01% | +3,697+23.3% | Added |
| Pecaut & Co. | 19,535 | $2.01M | 0.65% | −300−1.5% | Reduced |
| Grange Capital, LLC | 19,225 | $1.98M | 1.90% | +137+0.7% | Added |
| Scotia Capital Inc. | 18,651 | $1.92M | 0.01% | +963+5.4% | Added |
| UniSuper Management Pty Ltd | 18,481 | $1.90M | 0.01% | +740+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,481 | $1.90M | 0.01% | +2,740+17.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,022 | $1.86M | 0.01% | +1,261+7.5% | Added |
| Utah Retirement Systems | 17,971 | $1.85M | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 17,898 | $1.84M | 0.01% | −259−1.4% | Reduced |
| Yousif Capital Management, LLC | 14,845 | $1.82M | 0.02% | −219−1.5% | Reduced |
| Truist Financial Corp | 17,595 | $1.81M | 0.00% | +1,950+12.5% | Added |
| Bank of Nova Scotia | 17,474 | $1.80M | 0.00% | +4,704+36.8% | Added |
| Buckland Partners Management Co LLC | 17,100 | $1.76M | 0.98% | +17,100 | New |
| Moore Capital Management, LP | 16,975 | $1.75M | 0.04% | −118,829−87.5% | Reduced |
| Crescent Park Management, L.P. | 16,903 | $1.74M | 1.20% | −447−2.6% | Reduced |
| Thoroughbred Financial Services, LLC | 16,879 | $1.74M | 0.10% | −422−2.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,636 | $1.71M | 0.01% | −1,163−6.5% | Reduced |
| Jefferies Financial Group Inc. | 16,378 | $1.69M | 0.01% | −5,622−25.6% | Reduced |
| M&T Bank Corp | 16,113 | $1.66M | 0.01% | +4,293+36.3% | Added |
| Hennessy Advisors Inc | 16,100 | $1.66M | 0.06% | −200−1.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,900 | $1.64M | 0.01% | +700+4.6% | Added |
| Simplex Trading, LLC | 15,860 | $1.63M | 0.05% | −8,080−33.8% | Reduced |
| Commonwealth Equity Services, LLC | 15,701 | $1.62M | 0.00% | −24,396−60.8% | Reduced |
| Group One Trading, L.P. | 15,639 | $1.61M | 0.05% | −6,765−30.2% | Reduced |
| Xponance, Inc. | 15,578 | $1.60M | 0.01% | +812+5.5% | Added |
| CIBC World Markets Corp | 15,382 | $1.58M | 0.01% | +15,382 | New |
| State of Tennessee, Treasury Department | 13,804 | $1.58M | 0.01% | −5,551−28.7% | Reduced |
| Walleye Capital LLC | 15,202 | $1.56M | 0.01% | +4,236+38.6% | Added |
| Hancock Whitney Corp | 15,013 | $1.54M | 0.03% | −1,107−6.9% | Reduced |
| Soapstone Management L.P. | 15,000 | $1.54M | 1.14% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 14,958 | $1.54M | 0.01% | −97−0.6% | Reduced |
| Tredje AP-fonden | 14,906 | $1.53M | 0.01% | +1,897+14.6% | Added |
| NEOS Investment Management LLC | 14,835 | $1.53M | 0.01% | +2,478+20.1% | Added |
| Intrinsic Value Partners, LLC | 14,765 | $1.52M | 1.14% | −15−0.1% | Reduced |