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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 14,546 | $1.50M | 0.01% | +594+4.3% | Added |
| Nissay Asset Management Corp | 14,491 | $1.49M | 0.01% | +236+1.7% | Added |
| Pathstone Holdings, LLC | 14,235 | $1.46M | 0.01% | −1,709−10.7% | Reduced |
| Cunning Capital Partners, LP | 13,970 | $1.44M | 0.66% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 13,902 | $1.43M | 0.02% | −6,490−31.8% | Reduced |
| CWM Advisors, LLC | 13,825 | $1.42M | 0.13% | −1,343−8.9% | Reduced |
| Polianta Ltd | 13,700 | $1.41M | 0.18% | +13,700 | New |
| Carnegie Lake Advisors LLC | 13,544 | $1.39M | 0.53% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 13,482 | $1.39M | 0.21% | −346−2.5% | Reduced |
| King Luther Capital Management Corp | 13,415 | $1.38M | 0.01% | −41−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,401 | $1.38M | 0.01% | +646+5.1% | Added |
| Main Street Financial Solutions, LLC | 13,363 | $1.37M | 0.10% | −540−3.9% | Reduced |
| ING Groep NV | 13,291 | $1.37M | 0.01% | +13,291 | New |
| Wealth Enhancement Advisory Services, LLC | 12,284 | $1.37M | 0.00% | +893+7.8% | Added |
| Knights of Columbus Asset Advisors LLC | 13,035 | $1.34M | 0.08% | −301−2.3% | Reduced |
| Mackenzie Financial Corp | 12,986 | $1.34M | 0.00% | −1,348−9.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 12,706 | $1.31M | 0.12% | −2,295−15.3% | Reduced |
| Oregon Public Employees Retirement Fund | 12,672 | $1.30M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,603 | $1.30M | 0.04% | −2,505−16.6% | Reduced |
| Nordea Investment Management AB | 12,437 | $1.29M | 0.00% | +13+0.1% | Added |
| Eurizon Capital SGR S.p.A. | 12,559 | $1.29M | 0.00% | +12,559 | New |
| US Bancorp | 12,422 | $1.28M | 0.00% | −864−6.5% | Reduced |
| XTX Topco Ltd | 12,407 | $1.28M | 0.03% | +4,170+50.6% | Added |
| The PNC Financial Services Group, Inc. | 12,246 | $1.26M | 0.00% | −2,239−15.5% | Reduced |
| OP Asset Management Ltd | 12,201 | $1.26M | 0.02% | −8,350−40.6% | Reduced |
| Gsa Capital Partners LLP | 12,120 | $1.25M | 0.11% | +8,380+224.1% | Added |
| Alberta Investment Management Corp | 12,100 | $1.24M | 0.01% | +12,100 | New |
| Canada Pension Plan Investment Board | 11,810 | $1.22M | 0.00% | −2,500−17.5% | Reduced |
| Strategic Investment Advisors | 11,752 | $1.21M | 0.10% | −1,187−9.2% | Reduced |
| Magnetar Financial LLC | 11,652 | $1.20M | 0.01% | +11,652 | New |
| CAPROCK Group, Inc. | 11,618 | $1.20M | 0.03% | +1,405+13.8% | Added |
| PEAK6 LLC | 11,554 | $1.19M | 0.03% | −7,238−38.5% | Reduced |
| Mariner, LLC | 11,421 | $1.18M | 0.00% | −29,077−71.8% | Reduced |
| Wincap Financial LLC | 11,413 | $1.17M | 0.81% | +535+4.9% | Added |
| Board of the Pension Protection Fund | 11,400 | $1.17M | 1.12% | +3,600+46.2% | Added |
| Walleye Trading LLC | 11,243 | $1.16M | 0.02% | −19,645−63.6% | Reduced |
| JustInvest LLC | 11,229 | $1.16M | 0.01% | +133+1.2% | Added |
| VCI Wealth Management LLC | 11,080 | $1.14M | 0.32% | +4,288+63.1% | Added |
| State of Alaska, Department of Revenue | 10,959 | $1.13M | 0.01% | −875−7.4% | Reduced |
| Swiss Life Asset Management Ltd | 10,520 | $1.08M | 0.01% | +507+5.1% | Added |
| Engineers Gate Manager LP | 10,464 | $1.08M | 0.01% | −22,271−68.0% | Reduced |
| Rehmann Capital Advisory Group | 10,350 | $1.07M | 0.06% | +2,422+30.5% | Added |
| Jump Financial, LLC | 10,288 | $1.06M | 0.01% | +6,813+196.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 10,200 | $1.05M | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,016 | $1.03M | 0.01% | −4,280−29.9% | Reduced |
| Crown Advisors Management, Inc. | 10,000 | $1.03M | 0.68% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 9,975 | $1.03M | 0.05% | −78,110−88.7% | Reduced |
| Macquarie Group Ltd | 9,920 | $1.02M | 0.00% | −3,084−23.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 9,828 | $1.01M | 0.01% | +9,828 | New |
| Wasatch Advisors Inc | 9,818 | $1.01M | 0.01% | +2,722+38.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 9,800 | $1.01M | 0.01% | +9,800 | New |
| Brown Advisory Inc | 9,744 | $1.00M | 0.00% | −196−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 9,735 | $1.00M | 0.00% | +3,519+56.6% | Added |
| Epacria Capital Partners, LLC | 9,701 | $998.1K | 0.79% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 9,671 | $995.0K | 0.02% | +1,919+24.8% | Added |
| Public Employees Retirement Association of Colorado | 9,659 | $994.0K | 0.00% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 9,660 | $993.9K | 0.68% | +9,660 | New |
| Assenagon Asset Management S.A. | 9,646 | $992.5K | 0.00% | +168+1.8% | Added |
| Occam Crest Management LP | 9,500 | $977.5K | 0.70% | −12,500−56.8% | Reduced |
| Schroder Investment Management Group | 9,424 | $972.5K | 0.00% | −3,576−27.5% | Reduced |
| Truvestments Capital LLC | 9,447 | $972.0K | 0.18% | +858+10.0% | Added |
| Twinbeech Capital LP | 9,346 | $961.6K | 0.07% | −66,465−87.7% | Reduced |
| J.Safra Asset Management Corp | 9,325 | $959.4K | 0.05% | −3,011−24.4% | Reduced |
| Capital Investment Advisors, LLC | 9,304 | $957.3K | 0.01% | −3,887−29.5% | Reduced |
| Aigen Investment Management, LP | 9,286 | $955.4K | 0.22% | +9,286 | New |
| AlphaCore Capital LLC | 9,219 | $948.5K | 0.02% | +3,532+62.1% | Added |
| Shufro Rose & Co LLC | 9,100 | $936.3K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,278 | $935.7K | 0.00% | −579−6.5% | Reduced |
| Pacer Advisors, Inc. | 9,067 | $932.9K | 0.00% | −525,559−98.3% | Reduced |
| Inceptionr LLC | 8,963 | $922.2K | 0.26% | +8,963 | New |
| Mizuho Securities USA LLC | 8,052 | $903.7K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 8,756 | $900.9K | 0.03% | +539+6.6% | Added |
| Ossiam | 8,392 | $863.5K | 0.02% | +1,512+22.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,345 | $858.6K | 0.02% | −12,453−59.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,319 | $855.9K | 0.00% | −6,538−44.0% | Reduced |
| Osmosis Investment Management UK Ltd | 8,155 | $839.1K | 0.02% | +8,155 | New |
| LRT Capital Management, LLC | 7,603 | $782.3K | 0.67% | +5,227+220.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,602 | $782.2K | 0.04% | +7,602 | New |
| Westbourne Investments, Inc. | 7,600 | $782.0K | 0.36% | −3,900−33.9% | Reduced |
| Principal Securities, Inc. | 7,589 | $780.8K | 0.01% | +1,510+24.8% | Added |
| Aristeia Capital LLC | 7,545 | $776.3K | 0.02% | +3,564+89.5% | Added |
| Investment Management Corp of Ontario | 7,475 | $769.1K | 0.01% | +2,296+44.3% | Added |
| Altshuler Shaham Ltd | 7,420 | $763.4K | 0.01% | +5,170+229.8% | Added |
| Moors & Cabot, Inc. | 7,388 | $760.2K | 0.03% | +109+1.5% | Added |
| Keybank National Association | 7,314 | $752.5K | 0.00% | +1,144+18.5% | Added |
| Allstate Corp | 7,309 | $752.0K | 0.01% | +3,660+100.3% | Added |
| Norinchukin Bank, The | 7,286 | $749.7K | 0.01% | +524+7.7% | Added |
| Oppenheimer Asset Management Inc. | 7,136 | $734.2K | 0.01% | −614−7.9% | Reduced |
| Vident Advisory, LLC | 7,077 | $728.2K | 0.01% | +42+0.6% | Added |
| Park Avenue Securities LLC | 7,063 | $727.0K | 0.01% | −347−4.7% | Reduced |
| Abn Amro Investment Solutions | 7,045 | $724.9K | 0.01% | +7,045 | New |
| Farther Finance Advisors, LLC | 6,949 | $715.0K | 0.01% | −474−6.4% | Reduced |
| Gradient Investments LLC | 6,911 | $711.1K | 0.01% | −283−3.9% | Reduced |
| Oppenheimer & Co Inc | 6,864 | $706.2K | 0.01% | −9,975−59.2% | Reduced |
| Kentucky Retirement Systems | 6,811 | $700.8K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 6,790 | $698.6K | 0.17% | −135−1.9% | Reduced |
| Financial Enhancement Group LLC | 5,431 | $688.8K | 0.09% | +208+4.0% | Added |
| Glenmede Trust Co NA | 6,676 | $686.9K | 0.00% | +6,676 | New |
| Prudential PLC | 6,569 | $675.9K | 0.01% | +4,050+160.8% | Added |
| Janney Montgomery Scott LLC | 6,501 | $669.0K | 0.00% | +23+0.4% | Added |