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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 6,468 | $665.5K | 0.00% | +2,645+69.2% | Added |
| JT Stratford LLC | 6,433 | $661.9K | 0.08% | +1,131+21.3% | Added |
| Sterling Capital Management LLC | 6,432 | $661.8K | 0.01% | −276−4.1% | Reduced |
| Allianz Asset Management GmbH | 6,409 | $659.4K | 0.00% | −1,613−20.1% | Reduced |
| Hartford Investment Management Co | 6,375 | $655.9K | 0.02% | −80−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 6,233 | $641.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 6,204 | $638.0K | 0.02% | 00.0% | Unchanged |
| Entropy Technologies, LP | 6,196 | $637.5K | 0.03% | +6,196 | New |
| Impact Partnership Wealth, LLC | 6,168 | $634.6K | 0.08% | +6,168 | New |
| ISAM Funds (UK) Ltd | 6,160 | $633.8K | 0.23% | +6,160 | New |
| Welch Capital Partners LLC | 6,125 | $630.0K | 0.13% | +6,125 | New |
| Candriam Luxembourg S.C.A. | 6,040 | $621.5K | 0.00% | −47,045−88.6% | Reduced |
| State of Wyoming | 6,018 | $619.2K | 0.07% | +3,066+103.9% | Added |
| Allspring Global Investments Holdings, LLC | 5,903 | $617.6K | 0.00% | −10−0.2% | Reduced |
| Hardy Reed LLC | 6,000 | $617.3K | 0.04% | +6,000 | New |
| Tokio Marine Asset Management Co Ltd | 5,917 | $608.8K | 0.02% | +1,282+27.7% | Added |
| Sequoia Financial Advisors, LLC | 5,866 | $603.6K | 0.00% | +3,057+108.8% | Added |
| Hodges Capital Management Inc. | 5,834 | $600.3K | 0.05% | −752−11.4% | Reduced |
| Quadrant Capital Group LLC | 5,777 | $594.4K | 0.02% | −145−2.4% | Reduced |
| Intellectus Partners, LLC | 5,700 | $586.5K | 0.11% | +3,700+185.0% | Added |
| CIBC World Markets Inc. | 5,682 | $584.6K | 0.00% | +5,682 | New |
| Louisiana State Employees Retirement System | 5,600 | $576.2K | 0.01% | −200−3.4% | Reduced |
| Prelude Capital Management, LLC | 5,500 | $565.9K | 0.04% | +1,497+37.4% | Added |
| Ameritas Advisory Services, LLC | 5,470 | $562.8K | 0.02% | +5,347+4,347.2% | Added |
| Jones Financial Companies LLLP | 5,390 | $554.6K | 0.00% | −419−7.2% | Reduced |
| Oxford Asset Management LLP | 5,358 | $551.3K | 0.19% | +5,358 | New |
| Maryland State Retirement & Pension System | 5,355 | $551.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,321 | $547.5K | 0.01% | −587−9.9% | Reduced |
| Northwest & Ethical Investments L.P. | 5,254 | $542.2K | 0.01% | −794−13.1% | Reduced |
| Atlas Capital Advisors LLC | 5,256 | $540.8K | 0.06% | +5,256 | New |
| J.W. Cole Advisors, Inc. | 5,952 | $540.3K | 0.01% | −728−10.9% | Reduced |
| Omers Administration Corp | 5,137 | $528.5K | 0.00% | −10,396−66.9% | Reduced |
| Interchange Capital Partners, LLC | 5,125 | $527.3K | 0.10% | −269−5.0% | Reduced |
| Coldstream Capital Management Inc | 5,103 | $525.0K | 0.01% | −557−9.8% | Reduced |
| New Mexico Educational Retirement Board | 5,100 | $525.0K | 0.02% | +100+2.0% | Added |
| Perigon Wealth Management, LLC | 5,061 | $520.7K | 0.01% | −14−0.3% | Reduced |
| Harmony Asset Management LLC | 5,000 | $514.5K | 0.17% | −2,850−36.3% | Reduced |
| Evolve Private Wealth, LLC | 4,961 | $510.4K | 0.03% | +4,961 | New |
| KPP Advisory Services LLC | 4,859 | $499.9K | 0.07% | −315−6.1% | Reduced |
| NewEdge Wealth, LLC | 4,822 | $496.1K | 0.01% | +1,174+32.2% | Added |
| Commonwealth Financial Services, LLC | 4,800 | $493.9K | 0.08% | −45−0.9% | Reduced |
| MQS Management LLC | 4,739 | $487.6K | 0.29% | +4,739 | New |
| E. Ohman J:or Asset Management AB | 4,700 | $483.6K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 4,672 | $480.7K | 0.01% | +300+6.9% | Added |
| Triton Wealth Management, PLLC | 4,018 | $476.2K | 0.18% | +592+17.3% | Added |
| Marex Group plc | 4,605 | $473.8K | 0.01% | +4,605 | New |
| GWM Advisors LLC | 4,593 | $472.6K | 0.00% | +376+8.9% | Added |
| Ring Mountain Capital, LLC | 3,712 | $471.0K | 0.24% | −111−2.9% | Reduced |
| MUFG Securities EMEA plc | 4,537 | $466.8K | 0.01% | +2,421+114.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,528 | $465.9K | 0.01% | −7,000−60.7% | Reduced |
| Levin Capital Strategies, L.P. | 4,500 | $463.0K | 0.04% | +2,000+80.0% | Added |
| PFG Investments, LLC | 4,497 | $462.7K | 0.02% | +2,394+113.8% | Added |
| Atria Investments LLC | 4,480 | $460.9K | 0.01% | +317+7.6% | Added |
| Center For Asset Management LLC | 4,469 | $459.8K | 0.24% | −1,155−20.5% | Reduced |
| Beddow Capital Management Inc | 4,410 | $454.0K | 0.17% | +175+4.1% | Added |
| Sanctuary Advisors, LLC | 4,395 | $452.2K | 0.00% | −343−7.2% | Reduced |
| 111 Capital | 4,391 | $451.8K | 0.10% | +4,391 | New |
| Credit Agricole S A | 4,389 | $451.6K | 0.00% | +594+15.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,371 | $449.7K | 0.00% | −5−0.1% | Reduced |
| Baader Bank INC | 4,375 | $449.5K | 0.04% | +4,375 | New |
| Fox Run Management, L.L.C. | 4,346 | $447.2K | 0.07% | +4,346 | New |
| Crossmark Global Holdings, Inc. | 4,337 | $446.2K | 0.01% | −47−1.1% | Reduced |
| Regions Financial Corp | 4,285 | $440.9K | 0.00% | −69−1.6% | Reduced |
| Level Four Advisory Services, LLC | 4,252 | $437.5K | 0.01% | −3,086−42.1% | Reduced |
| ClearAlpha Technologies LP | 4,191 | $431.2K | 1.23% | +2,307+122.5% | Added |
| Benjamin Edwards Inc | 4,138 | $425.6K | 0.00% | −11,796−74.0% | Reduced |
| R Squared Ltd | 4,113 | $423.2K | 0.20% | +4,113 | New |
| HB Wealth Management, LLC | 4,111 | $423.0K | 0.00% | +916+28.7% | Added |
| MAI Capital Management | 4,053 | $417.0K | 0.00% | −400−9.0% | Reduced |
| Wealth Group, Ltd. | 4,050 | $417.0K | 0.41% | +4,050 | New |
| Cynosure Management, LLC | 4,037 | $415.4K | 0.04% | +385+10.5% | Added |
| Formula Growth Ltd | 4,000 | $411.6K | 0.16% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 3,973 | $408.8K | 0.11% | +473+13.5% | Added |
| Wisconsin Wealth Advisors, LLC | 3,927 | $404.1K | 0.40% | −783−16.6% | Reduced |
| Occudo Quantitative Strategies LP | 3,921 | $403.4K | 0.03% | +3,921 | New |
| Nisa Investment Advisors, LLC | 3,914 | $402.7K | 0.00% | −2,115−35.1% | Reduced |
| Fort Point Capital Partners LLC | 3,097 | $399.4K | 0.05% | +3,097 | New |
| Kestra Advisory Services, LLC | 3,871 | $398.3K | 0.00% | −342−8.1% | Reduced |
| Y.D. More Investments Ltd | 3,866 | $397.8K | 0.02% | +3,866 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,844 | $395.5K | 0.02% | −9−0.2% | Reduced |
| Legacy Capital Group California, Inc. | 3,823 | $393.3K | 0.10% | +3,823 | New |
| North Dakota State Investment Board | 3,732 | $384.0K | 0.01% | +3,732 | New |
| Journey Retirement Planning & Investment Management LLC | 3,692 | $379.9K | 0.08% | +3,692 | New |
| Blalock Williams, LLC | 3,689 | $379.6K | 0.30% | +465+14.4% | Added |
| Teacher Retirement System of Texas | 3,656 | $376.2K | 0.00% | −10,818−74.7% | Reduced |
| Edgestream Partners, L.P. | 3,638 | $374.3K | 0.01% | +3,638 | New |
| Great Valley Advisor Group, Inc. | 3,606 | $371.0K | 0.01% | +280+8.4% | Added |
| Nomura Holdings Inc | 3,541 | $364.3K | 0.00% | +644+22.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,534 | $363.6K | 0.00% | +11+0.3% | Added |
| Metis Global Partners, LLC | 3,524 | $362.6K | 0.01% | −243−6.5% | Reduced |
| Medallion Wealth Advisors, LLC | 3,498 | $359.9K | 0.12% | −472−11.9% | Reduced |
| Ifrah Financial Services, Inc. | 3,466 | $356.6K | 0.09% | −4−0.1% | Reduced |
| N.E.W. Advisory Services LLC | 3,432 | $353.1K | 0.03% | −150−4.2% | Reduced |
| Sowell Financial Services LLC | 3,399 | $349.7K | 0.01% | −445−11.6% | Reduced |
| Alamea Verwaltungs GmbH | 3,039 | $347.7K | 0.23% | +947+45.3% | Added |
| Tower Research Capital LLC (TRC) | 3,366 | $346.3K | 0.01% | +1,956+138.7% | Added |
| Kathmere Capital Management, LLC | 3,364 | $346.1K | 0.02% | +209+6.6% | Added |
| SRS Capital Advisors, Inc. | 3,345 | $344.2K | 0.01% | −2,120−38.8% | Reduced |
| Wolverine Asset Management LLC | 3,300 | $339.5K | 0.00% | −15,200−82.2% | Reduced |
| Perpetual Ltd | 3,286 | $338.1K | 0.00% | +3,286 | New |