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Livermore
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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.

Q1 2026 vs. Q4 2025

How the institutions holding Builders FirstSource, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of BLDR: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders76814726−28
Shares105.2M13.5M106.1M+14.5M (+15.8%)
Value$10.8B$1.39B$8.74B−$698.3M (−7.4%)

14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Builders FirstSource, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 105 by value.

Institutions new to BLDR in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC7,027,074$578.5M0.01%
Vanguard Portfolio Management LLC4,318,795$355.6M0.02%
Vanguard Fiduciary Trust Co618,019$50.9M0.01%
Anchor Capital Advisors LLC348,580$28.7M0.82%
L1 Capital Pty Ltd292,503$24.1M0.95%
Apollo Management Holdings, L.P.287,606$23.7M0.40%
Arrowstreet Capital, Limited Partnership283,164$23.3M0.01%
Vanguard Global Advisers, LLC243,150$20.0M0.01%
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus228,210$18.8M2.24%
Westwood Holdings Group Inc.164,154$13.5M0.10%
Parnassus Investments149,316$12.3M0.04%
Zurich Insurance Group Ltd114,060$9.39M0.07%
SummitTX Capital, L.P.104,847$8.63M0.28%
Atlas FRM LLC77,000$6.34M0.42%
Lighthouse Investment Partners, LLC70,766$5.83M0.22%
Vanguard Asset Management, Ltd56,402$4.64M0.00%
Vanguard Investments Australia, Ltd.51,387$4.23M0.01%
Diversified Investment Strategies, LLC47,620$3.92M2.50%
CIBC Bancorp USA Inc.41,081$3.38M0.00%
Asio Capital, LLC34,281$2.82M0.40%
Covea Finance29,956$2.47M0.09%
Lecap Asset Management Ltd22,293$1.84M0.69%
SEB Asset Management AB21,832$1.80M0.01%
Impala Asset Management LLC20,000$1.65M0.77%
Marnell Management LLC19,772$1.63M1.08%
Monimus Capital Management, LP19,672$1.62M0.45%
Tabor Asset Management, LP19,348$1.59M0.64%
Miller Value Partners, LLC18,893$1.56M0.41%
Dark Forest Capital Management LP17,970$1.48M0.13%
Numerai GP LLC15,015$1.24M0.12%
Shay Capital LLC14,400$1.19M0.17%
Blair William & Co13,450$1.11M0.00%
Woodline Partners LP12,116$997.5K0.00%
Natixis11,233$924.8K0.00%
Intech Investment Management LLC10,996$905.3K0.01%
Oak Thistle LLC10,978$903.8K0.09%
Union Square Park Capital Management, LLC10,000$823.3K0.72%
Crossingbridge Advisors, LLC10,000$823.3K0.15%
AlphaCentric Advisors LLC10,000$823.3K0.82%
TT International Asset Management LTD9,601$790.5K0.09%
Harber Asset Management LLC9,600$790.4K0.51%
Dynamic Technology Lab Private Ltd9,183$756.0K0.12%
Roundview Capital LLC6,561$540.2K0.03%
Farringdon Capital, Ltd.6,251$514.6K0.11%
Lewis Asset Management, LLC5,775$475.5K0.19%
Moneta Group Investment Advisors LLC5,434$447.4K0.00%
Landmark Investment Partners, L.P.4,726$389.1K0.40%
Centiva Capital, LP4,540$373.8K0.02%
Boothbay Fund Management, LLC4,407$362.8K0.01%
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2,600$346.3K0.26%
Saudi Central Bank4,082$336.1K0.01%
First Manhattan Co4,071$335.2K0.00%
Bridgewater Associates, LP4,062$334.4K0.00%
Oslo Pensjonsforsikring AS3,741$308.0K0.05%
AlphaGrep UK Ltd3,666$301.8K0.09%
Neo Ivy Capital Management3,593$295.8K0.08%
Patton Fund Management, Inc.3,363$276.9K0.05%
Banque Cantonale Vaudoise3,316$273.0K0.01%
World Equity Group, Inc.3,308$272.3K0.07%
Calamos Advisors LLC3,209$264.2K0.00%
Calamos Wealth Management LLC3,209$264.2K0.01%
Asahi Life Asset Management Co., Ltd.3,125$257.3K0.17%
Cornerstone Investment Partners, LLC2,833$233.2K0.01%
Skopos Labs, Inc.2,736$225.3K0.01%
Integrated Wealth Concepts LLC2,728$224.6K0.00%
Cambria Investment Management, L.P.2,671$219.9K0.01%
Stevens Capital Management LP2,447$201.0K0.03%
Harbor Capital Advisors, Inc.2,087$172.0K0.01%
Salem Investment Counselors Inc950$78.2K0.00%
Intentional Wealth Strategies, LLC363$29.9K0.03%
Bank of New Hampshire264$21.7K0.00%
Measured Wealth Private Client Group, LLC262$21.6K0.01%
ZRC Wealth Management, LLC200$16.5K0.01%
Mather Group, LLC.185$15.2K0.00%
Silver Grove Financial Group, Inc.150$12.3K0.01%
Longview Financial Advisors, Inc.138$11.4K0.01%
Owl Creek Wealth Partners LLC120$9.88K0.00%
TD Private Client Wealth LLC110$9.06K0.00%
LGT Financial Advisors LLC74$6.09K0.03%
MCF Advisors LLC50$4.12K0.00%
Arlington Trust Co LLC48$3.95K0.00%
Cassaday & Co Wealth Management LLC45$3.71K0.00%
Burk Holdings LLC42$3.46K0.00%
Migdal Insurance & Financial Holdings Ltd.31$2.55K0.00%
Twin Peaks Wealth Advisors, LLC27$2.22K0.00%
Golden State Equity Partners27$2.22K0.00%
JPL Wealth Management, LLC23$1.89K0.00%
Gill Capital Partners, LLC20$1.65K0.00%
Avalon Trust Co20$1.65K0.00%
Park Place Capital Corp13$1.07K0.00%
Caitlin John, LLC11$9060.00%
Portus Wealth Advisors, LLC10$8230.00%
Highline Wealth Partners LLC9$7410.00%
Whipplewood Advisors, LLC7$5760.00%
RMG Wealth Management LLC7$5240.00%
Bogart Wealth, LLC6$4940.00%
Vermillion Wealth Management, Inc.6$4940.00%
TFC Financial Management6$4940.00%
Synergy Investment Management, LLC6$4940.00%
NVWM, LLC5$4120.00%

Sold out (133)

Institutions that held Builders FirstSource, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 133 by value.

Institutions that sold out of BLDR in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Westfield Capital Management Co LP475,697$48.9M
Fred Alger Management, LLC375,723$38.7M
Loomis Sayles & Co L P295,627$30.4M
Hill City Capital, LP240,000$24.7M
Jane Street Group, LLC205,565$21.2M
Tudor Investment Corp Et Al117,722$12.1M
Two Sigma Advisers, LP107,200$11.0M
Trexquant Investment LP104,688$10.8M
Winton Group Ltd83,208$8.56M
Sciencast Management LP56,770$5.84M
D. E. Shaw & Co., Inc.53,597$5.51M
Quadrature Capital Ltd34,933$3.59M
Riposte Capital LLC32,346$3.33M
CenterBook Partners LP31,563$3.25M
Qsemble Capital Management, LP30,663$3.15M
Argent Capital Management LLC29,649$3.05M
Fieldview Capital Management, LLC27,899$2.87M
Bridgefront Capital, LLC26,429$2.72M
Havemeyer Place LP25,249$2.60M
Skandinaviska Enskilda Banken AB (publ)21,309$2.19M
Freestone Grove Partners LP20,704$2.13M
Crescent Park Management, L.P.16,903$1.74M
Hennessy Advisors Inc16,100$1.66M
Walleye Capital LLC15,202$1.56M
Essex Investment Management Co LLC13,482$1.39M
ING Groep NV13,291$1.37M
Strategic Investment Advisors11,752$1.21M
VCI Wealth Management LLC11,080$1.14M
Engineers Gate Manager LP10,464$1.08M
Epacria Capital Partners, LLC9,701$998.1K
Twinbeech Capital LP9,346$961.6K
J.Safra Asset Management Corp9,325$959.4K
Aigen Investment Management, LP9,286$955.4K
GTS Securities LLC8,756$900.9K
Y-Intercept (Hong Kong) Ltd8,345$858.6K
Aristeia Capital LLC7,545$776.3K
Oppenheimer & Co Inc6,864$706.2K
Kentucky Retirement Systems6,811$700.8K
JT Stratford LLC6,433$661.9K
Entropy Technologies, LP6,196$637.5K
Impact Partnership Wealth, LLC6,168$634.6K
ISAM Funds (UK) Ltd6,160$633.8K
CIBC World Markets Inc.5,682$584.6K
Prelude Capital Management, LLC5,500$565.9K
Ameritas Advisory Services, LLC5,470$562.8K
Oxford Asset Management LLP5,358$551.3K
Northwest & Ethical Investments L.P.5,254$542.2K
Harmony Asset Management LLC5,000$514.5K
Dai-Ichi Life Insurance Company, Ltd4,528$465.9K
PFG Investments, LLC4,497$462.7K
Center For Asset Management LLC4,469$459.8K
111 Capital4,391$451.8K
Baader Bank INC4,375$449.5K
R Squared Ltd4,113$423.2K
Cynosure Management, LLC4,037$415.4K
Occudo Quantitative Strategies LP3,921$403.4K
Legacy Capital Group California, Inc.3,823$393.3K
Journey Retirement Planning & Investment Management LLC3,692$379.9K
Teacher Retirement System of Texas3,656$376.2K
Nomura Holdings Inc3,541$364.3K
Wolverine Asset Management LLC3,300$339.5K
Pensionmark Financial Group, LLC3,233$332.6K
Scientech Research LLC3,130$322.0K
Ionic Capital Management LLC3,000$308.7K
Hilltop Holdings Inc.2,942$302.7K
Regents Gate Capital LLP2,887$297.0K
Caxton Associates LLP2,834$291.6K
Forum Financial Management, LP2,816$289.7K
Eventide Asset Management, LLC2,744$283.1K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,648$272.5K
Family Legacy, Inc.2,597$267.2K
Everence Capital Management Inc2,510$258.0K
Wealthfront Advisers LLC2,500$257.2K
Warren Averett Asset Management, LLC2,456$252.7K
Capstone Investment Advisors, LLC2,451$252.2K
Resources Investment Advisors, LLC.2,412$248.2K
Intrepid Financial Planning Group LLC2,365$243.3K
Arcataur Capital Management LLC2,335$240.2K
Stephens Inc2,324$239.1K
Aprio Wealth Management, LLC2,294$236.0K
Guidance Capital, Inc1,831$229.3K
Kendall Capital Management2,215$227.9K
Wealthspire Advisors, LLC2,200$226.4K
Modera Wealth Management, LLC2,111$217.2K
Vision Retirement, LLC2,106$216.7K
Burke & Herbert Bank & Trust Co2,100$216.1K
Axxcess Wealth Management, LLC2,080$214.0K
StoneX Group Inc.2,044$210.7K
Abacus Planning Group, Inc.2,014$207.2K
D'Orazio & Associates, Inc.2,010$206.8K
RSM US Wealth Management LLC2,000$206.4K
Atomi Financial Group, Inc.2,005$206.3K
Auxier Asset Management2,000$205.8K
Envestnet Portfolio Solutions, Inc.1,999$205.7K
AMJ Financial Wealth Management1,991$204.9K
Claret Asset Management Corp1,955$201.0K
Quest Partners LLC1,810$186.2K
SageView Advisory Group, LLC481$49.4K
Flagship Harbor Advisors, LLC389$40.0K
Sentry Investment Management LLC305$31.0K

Not filed for Q1 2026 yet (14)

Institutions that held Builders FirstSource, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BLDR in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc12,377,575$1.27B
Norges Bank1,061,995$109.3M
Comerica Bank29,204$3.00M
Forsta Ap-Fonden23,100$2.38M
CIBC World Markets Corp15,382$1.58M
Beddow Capital Management Inc4,410$454.0K
MidWestOne Financial Group, Inc.2,469$254.0K
Clarius Group, LLC2,255$232.0K
CIBC Private Wealth Group, LLC1,437$147.9K
Global Retirement Partners, LLC700$72.0K
New Millennium Group LLC282$29.0K
DV Equities, LLC157$16.2K
Motiv8 Investments LLC40$4.00K
ORG Partners LLC20$2.05K