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, Q1 2026
Institutional positions in Builders FirstSource, Inc. as of Mar 31, 2026. 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
- 726
- −28 vs. Q4 2025
- Shares held
- 106.1M
- +14.5M (+15.8%) vs. Q4 2025
- Total value
- $8.74B
- −$698.3M (−7.4%) vs. Q4 2025
- New holders
- 105
- 277 more added
- Sold out
- 133
- 241 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,761,277 | $721.3M | 0.01% | −115,136−1.3% | Reduced |
| Vanguard Capital Management LLC | 7,027,074 | $578.5M | 0.01% | +7,027,074 | New |
| State Street Corp | 5,120,090 | $421.5M | 0.01% | +11,970+0.2% | Added |
| Vanguard Portfolio Management LLC | 4,318,795 | $355.6M | 0.02% | +4,318,795 | New |
| Wellington Management Group LLP | 3,679,457 | $302.9M | 0.06% | +362,660+10.9% | Added |
| Dimensional Fund Advisors LP | 2,967,744 | $244.3M | 0.05% | +325,935+12.3% | Added |
| Capital International Investors | 2,943,131 | $242.3M | 0.06% | +416,455+16.5% | Added |
| Geode Capital Management, LLC | 2,884,519 | $236.6M | 0.01% | +66,561+2.4% | Added |
| Sands Capital Management, LLC | 2,621,085 | $215.8M | 0.85% | −136,884−5.0% | Reduced |
| Invesco Ltd. | 2,604,322 | $214.4M | 0.02% | +502,242+23.9% | Added |
| Brave Warrior Advisors, LLC | 2,372,292 | $195.3M | 4.83% | −6,853−0.3% | Reduced |
| Coliseum Capital Management, LLC | 2,093,218 | $172.3M | 14.13% | +1,312,570+168.1% | Added |
| Diamond Hill Capital Management Inc | 1,763,934 | $145.2M | 0.91% | −108,774−5.8% | Reduced |
| Goldman Sachs Group Inc | 1,716,804 | $141.3M | 0.02% | +719,604+72.2% | Added |
| Colony Group, LLC | 1,663,200 | $136.9M | 0.15% | +970,550+140.1% | Added |
| Boston Partners | 1,602,360 | $131.9M | 0.14% | −188,494−10.5% | Reduced |
| Morgan Stanley | 1,413,231 | $116.4M | 0.01% | −130,488−8.5% | Reduced |
| Pictet Asset Management Holding SA | 1,378,332 | $113.5M | 0.12% | +588,987+74.6% | Added |
| FMR LLC | 1,266,304 | $104.3M | 0.01% | −2,209,979−63.6% | Reduced |
| Deutsche Bank AG | 1,134,505 | $93.4M | 0.03% | +298,427+35.7% | Added |
| Charles Schwab Investment Management Inc | 1,121,077 | $92.3M | 0.01% | +75,179+7.2% | Added |
| Public Sector Pension Investment Board | 1,061,232 | $87.4M | 0.27% | +3,512+0.3% | Added |
| Massachusetts Financial Services Co | 1,018,615 | $83.9M | 0.03% | −7,155−0.7% | Reduced |
| Northern Trust Corp | 954,772 | $78.6M | 0.01% | −37,230−3.8% | Reduced |
| Bank of America Corp | 885,081 | $72.9M | 0.01% | −66,497−7.0% | Reduced |
| Frontier Capital Management Co LLC | 860,494 | $70.8M | 0.73% | +284,322+49.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 822,596 | $67.7M | 0.09% | +29,252+3.7% | Added |
| Evercore Wealth Management, LLC | 802,718 | $66.1M | 1.04% | −16,700−2.0% | Reduced |
| Capital World Investors | 779,198 | $64.2M | 0.01% | +11,114+1.4% | Added |
| Marshall Wace, LLP | 776,133 | $63.9M | 0.07% | +620,264+397.9% | Added |
| UBS Group AG | 751,127 | $61.8M | 0.01% | +234,816+45.5% | Added |
| Loews Corp | 740,000 | $60.9M | 0.51% | +460,000+164.3% | Added |
| Janus Henderson Group PLC | 688,745 | $56.7M | 0.03% | −44,111−6.0% | Reduced |
| Fiera Capital Corp | 686,889 | $56.6M | 0.19% | +33,050+5.1% | Added |
| Clearbridge Investments, LLC | 669,504 | $55.1M | 0.05% | +25,567+4.0% | Added |
| Vanguard Fiduciary Trust Co | 618,019 | $50.9M | 0.01% | +618,019 | New |
| Point72 Asset Management, L.P. | 572,626 | $47.1M | 0.08% | +284,739+98.9% | Added |
| Millennium Management LLC | 571,262 | $47.0M | 0.04% | +314,899+122.8% | Added |
| Neuberger Berman Group LLC | 567,298 | $46.7M | 0.04% | +330,813+139.9% | Added |
| Holocene Advisors, LP | 562,881 | $46.3M | 0.11% | +529,566+1,589.6% | Added |
| Amundi | 560,567 | $46.2M | 0.01% | +121,086+27.6% | Added |
| Royal Bank of Canada | 551,867 | $45.4M | 0.01% | +180,597+48.6% | Added |
| Bank of New York Mellon Corp | 537,427 | $44.2M | 0.01% | −143,330−21.1% | Reduced |
| Citadel Advisors LLC | 537,269 | $44.2M | 0.03% | −743,719−58.1% | Reduced |
| Bessemer Group Inc | 528,056 | $43.5M | 0.07% | +27,037+5.4% | Added |
| Robotti Robert | 523,597 | $43.1M | 6.72% | +96,606+22.6% | Added |
| UBS Asset Management Americas Inc | 515,216 | $42.4M | 0.01% | −2,745−0.5% | Reduced |
| Samlyn Capital, LLC | 511,363 | $42.1M | 0.72% | +169,689+49.7% | Added |
| Long Focus Capital Management, LLC | 479,000 | $39.4M | 1.73% | +144,000+43.0% | Added |
| Barclays PLC | 461,738 | $38.0M | 0.01% | +156,628+51.3% | Added |
| Legal & General Group Plc | 442,790 | $36.5M | 0.01% | −110,587−20.0% | Reduced |
| Wells Fargo & Company | 424,456 | $34.9M | 0.01% | +176,369+71.1% | Added |
| Citigroup Inc | 410,240 | $33.8M | 0.02% | +51,020+14.2% | Added |
| Caisse de Depot Et Placement du Quebec | 400,564 | $33.0M | 0.05% | +68,213+20.5% | Added |
| Commerce Bank | 394,142 | $32.4M | 0.16% | +9,978+2.6% | Added |
| Victory Capital Management Inc | 390,385 | $32.1M | 0.02% | −1,637,210−80.7% | Reduced |
| Cercano Management LLC | 386,254 | $31.8M | 1.37% | +335,126+655.5% | Added |
| Seizert Capital Partners, LLC | 358,110 | $29.5M | 1.36% | −13,887−3.7% | Reduced |
| Anchor Capital Advisors LLC | 348,580 | $28.7M | 0.82% | +348,580 | New |
| Lodge Hill Capital, LLC | 333,000 | $27.4M | 5.29% | +30,000+9.9% | Added |
| Zimmer Partners, LP | 332,500 | $27.4M | 0.67% | +160,000+92.8% | Added |
| Swiss National Bank | 324,487 | $26.7M | 0.02% | +21,500+7.1% | Added |
| Nuveen, LLC | 318,290 | $26.2M | 0.01% | +65,562+25.9% | Added |
| Envestnet Asset Management Inc | 316,346 | $26.0M | 0.01% | −27,239−7.9% | Reduced |
| Raymond James Financial Inc | 306,583 | $25.2M | 0.01% | +50,052+19.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 304,029 | $25.0M | 0.06% | +140,773+86.2% | Added |
| JPMorgan Chase & Co | 316,885 | $25.0M | 0.00% | −3,190−1.0% | Reduced |
| KLCM Advisors, Inc. | 293,679 | $24.2M | 2.10% | +132,094+81.7% | Added |
| L1 Capital Pty Ltd | 292,503 | $24.1M | 0.95% | +292,503 | New |
| JB Capital Partners LP | 292,265 | $24.1M | 4.14% | 00.0% | Unchanged |
| Apollo Management Holdings, L.P. | 287,606 | $23.7M | 0.40% | +287,606 | New |
| Arrowstreet Capital, Limited Partnership | 283,164 | $23.3M | 0.01% | +283,164 | New |
| Stifel Financial Corp | 277,202 | $22.8M | 0.02% | +52,637+23.4% | Added |
| Schonfeld Strategic Advisors LLC | 273,723 | $22.5M | 0.18% | +120,629+78.8% | Added |
| Cerity Partners LLC | 262,621 | $21.6M | 0.03% | +74,129+39.3% | Added |
| RBF Capital, LLC | 258,702 | $21.3M | 1.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246,838 | $20.3M | 0.01% | +7,971+3.3% | Added |
| Vanguard Global Advisers, LLC | 243,150 | $20.0M | 0.01% | +243,150 | New |
| Moore Capital Management, LP | 241,793 | $19.9M | 0.73% | +224,818+1,324.4% | Added |
| Balyasny Asset Management LLC | 235,549 | $19.4M | 0.04% | −69,610−22.8% | Reduced |
| LPL Financial LLC | 232,241 | $19.1M | 0.01% | +13,179+6.0% | Added |
| Verition Fund Management LLC | 228,437 | $18.8M | 0.18% | +29,070+14.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 228,210 | $18.8M | 2.24% | +228,210 | New |
| Rhumbline Advisers | 222,920 | $18.4M | 0.02% | −2,440−1.1% | Reduced |
| Renaissance Technologies LLC | 220,241 | $18.1M | 0.03% | −314,500−58.8% | Reduced |
| Allianz Asset Management GmbH | 219,732 | $18.1M | 0.02% | +213,323+3,328.5% | Added |
| HSBC Holdings PLC | 218,856 | $18.0M | 0.01% | −42,474−16.3% | Reduced |
| Silvercrest Asset Management Group LLC | 213,883 | $17.6M | 0.13% | −36,407−14.5% | Reduced |
| SEI Investments Co | 213,397 | $17.6M | 0.02% | +116,327+119.8% | Added |
| BNP Paribas Arbitrage, SA | 210,534 | $17.3M | 0.01% | +11,621+5.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 209,993 | $17.3M | 0.01% | −32,417−13.4% | Reduced |
| Ameriprise Financial Inc | 206,727 | $17.0M | 0.00% | −34,382−14.3% | Reduced |
| AustralianSuper Pty Ltd | 203,336 | $16.7M | 0.09% | −21,178−9.4% | Reduced |
| Woodson Capital Management, LP | 200,000 | $16.5M | 2.66% | +58,000+40.8% | Added |
| Tocqueville Asset Management L.P. | 199,525 | $16.4M | 0.24% | +10,966+5.8% | Added |
| GoodHaven Capital Management, LLC | 185,430 | $15.3M | 5.33% | +14,910+8.7% | Added |
| Thornburg Investment Management Inc | 179,104 | $14.7M | 0.15% | +35,950+25.1% | Added |
| California Public Employees Retirement System | 177,159 | $14.6M | 0.01% | −8,249−4.4% | Reduced |
| Littlejohn & Co LLC | 170,671 | $14.1M | 13.32% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 134,985 | $13.9M | 0.00% | −28,258−17.3% | Reduced |