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 |
|---|---|---|---|---|---|
| PensionDanmark Pensionsforsikringsaktieselskab | 13,016 | $1.07M | 0.01% | +3,216+32.8% | Added |
| Nordea Investment Management AB | 13,592 | $1.09M | 0.00% | +1,155+9.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,401 | $1.10M | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 13,450 | $1.11M | 0.00% | +13,450 | New |
| Carnegie Lake Advisors LLC | 13,544 | $1.12M | 0.44% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,646 | $1.12M | 0.02% | +3,975+41.1% | Added |
| State of Tennessee, Treasury Department | 13,804 | $1.14M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,928 | $1.15M | 0.07% | +1,808+14.9% | Added |
| Cunning Capital Partners, LP | 13,970 | $1.15M | 0.59% | 00.0% | Unchanged |
| Hancock Whitney Corp | 14,799 | $1.17M | 0.02% | −214−1.4% | Reduced |
| Nissay Asset Management Corp | 14,265 | $1.17M | 0.01% | −226−1.6% | Reduced |
| Shay Capital LLC | 14,400 | $1.19M | 0.17% | +14,400 | New |
| National Pension Service | 14,466 | $1.19M | 0.00% | −6,294−30.3% | Reduced |
| Swiss Life Asset Management Ltd | 14,680 | $1.21M | 0.01% | +4,160+39.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,500 | $1.23M | 0.01% | +478+2.7% | Added |
| Soapstone Management L.P. | 15,000 | $1.23M | 0.88% | 00.0% | Unchanged |
| Numerai GP LLC | 15,015 | $1.24M | 0.12% | +15,015 | New |
| Yousif Capital Management, LLC | 15,048 | $1.24M | 0.01% | +203+1.4% | Added |
| British Columbia Investment Management Corp | 15,243 | $1.25M | 0.01% | −4,341−22.2% | Reduced |
| NEOS Investment Management LLC | 15,278 | $1.26M | 0.01% | +443+3.0% | Added |
| Pathstone Holdings, LLC | 15,554 | $1.28M | 0.01% | +1,319+9.3% | Added |
| Rakuten Investment Management, Inc. | 16,412 | $1.29M | 0.00% | +1,866+12.8% | Added |
| Ensign Peak Advisors, Inc | 15,762 | $1.30M | 0.00% | −30,543−66.0% | Reduced |
| King Luther Capital Management Corp | 15,774 | $1.30M | 0.01% | +2,359+17.6% | Added |
| Grange Capital, LLC | 16,064 | $1.32M | 1.32% | −3,161−16.4% | Reduced |
| Truist Financial Corp | 16,121 | $1.33M | 0.00% | −1,474−8.4% | Reduced |
| Bank of Nova Scotia | 16,204 | $1.33M | 0.00% | −1,270−7.3% | Reduced |
| Welch Capital Partners LLC | 16,301 | $1.34M | 0.30% | +10,176+166.1% | Added |
| Fort Point Capital Partners LLC | 16,371 | $1.35M | 0.18% | +13,274+428.6% | Added |
| M&T Bank Corp | 16,464 | $1.36M | 0.00% | +351+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,636 | $1.37M | 0.01% | 00.0% | Unchanged |
| Polianta Ltd | 16,700 | $1.37M | 0.18% | +3,000+21.9% | Added |
| Thoroughbred Financial Services, LLC | 16,879 | $1.39M | 0.08% | 00.0% | Unchanged |
| American Century Companies Inc | 16,891 | $1.39M | 0.00% | −409,847−96.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 17,041 | $1.40M | 0.14% | −30,000−63.8% | Reduced |
| Buckland Partners Management Co LLC | 17,100 | $1.41M | 0.85% | 00.0% | Unchanged |
| Utah Retirement Systems | 17,678 | $1.46M | 0.01% | −293−1.6% | Reduced |
| Wasatch Advisors Inc | 17,905 | $1.47M | 0.01% | +8,087+82.4% | Added |
| Dark Forest Capital Management LP | 17,970 | $1.48M | 0.13% | +17,970 | New |
| Xponance, Inc. | 18,045 | $1.49M | 0.01% | +2,467+15.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 18,150 | $1.49M | 0.01% | +2,250+14.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,239 | $1.50M | 0.00% | −5,159−22.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 18,530 | $1.53M | 0.16% | +5,824+45.8% | Added |
| Daiwa Securities Group Inc. | 18,713 | $1.54M | 0.00% | +815+4.6% | Added |
| Miller Value Partners, LLC | 18,893 | $1.56M | 0.41% | +18,893 | New |
| Tabor Asset Management, LP | 19,348 | $1.59M | 0.64% | +19,348 | New |
| Scotia Capital Inc. | 19,350 | $1.59M | 0.01% | +699+3.7% | Added |
| Toroso Investments, LLC | 19,360 | $1.59M | 0.00% | −5,436−21.9% | Reduced |
| Rockefeller Capital Management L.P. | 19,491 | $1.60M | 0.00% | +9,756+100.2% | Added |
| UniSuper Management Pty Ltd | 19,497 | $1.61M | 0.01% | +1,016+5.5% | Added |
| Monimus Capital Management, LP | 19,672 | $1.62M | 0.45% | +19,672 | New |
| Marnell Management LLC | 19,772 | $1.63M | 1.08% | +19,772 | New |
| Simplex Trading, LLC | 19,773 | $1.63M | 0.05% | +3,913+24.7% | Added |
| IFM Investors Pty Ltd | 19,966 | $1.64M | 0.01% | −2,113−9.6% | Reduced |
| Impala Asset Management LLC | 20,000 | $1.65M | 0.77% | +20,000 | New |
| Amalgamated Bank | 20,047 | $1.65M | 0.01% | −2,797−12.2% | Reduced |
| ProShare Advisors LLC | 20,167 | $1.66M | 0.00% | −4,234−17.4% | Reduced |
| Capital Investment Advisors, LLC | 20,229 | $1.67M | 0.02% | +10,925+117.4% | Added |
| Assetmark, Inc | 20,319 | $1.67M | 0.00% | −572,885−96.6% | Reduced |
| Baird Financial Group, Inc. | 20,488 | $1.69M | 0.00% | −2,629−11.4% | Reduced |
| Main Street Financial Solutions, LLC | 20,708 | $1.70M | 0.12% | +7,345+55.0% | Added |
| OP Asset Management Ltd | 20,830 | $1.71M | 0.02% | +8,629+70.7% | Added |
| CWM Advisors, LLC | 21,222 | $1.75M | 0.10% | +7,397+53.5% | Added |
| Edgestream Partners, L.P. | 21,277 | $1.75M | 0.06% | +17,639+484.9% | Added |
| Janney Montgomery Scott LLC | 21,593 | $1.78M | 0.00% | +15,092+232.1% | Added |
| Swedbank AB | 21,681 | $1.78M | 0.00% | −37,561−63.4% | Reduced |
| Voya Investment Management LLC | 21,690 | $1.79M | 0.00% | −36−0.2% | Reduced |
| SEB Asset Management AB | 21,832 | $1.80M | 0.01% | +21,832 | New |
| KCM Investment Advisors LLC | 22,140 | $1.82M | 0.06% | −350−1.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 22,278 | $1.83M | 0.07% | −7,700−25.7% | Reduced |
| Lecap Asset Management Ltd | 22,293 | $1.84M | 0.69% | +22,293 | New |
| Stratos Wealth Partners, LTD. | 22,357 | $1.84M | 0.02% | −91−0.4% | Reduced |
| Ritholtz Wealth Management | 22,574 | $1.86M | 0.03% | −1,455−6.1% | Reduced |
| Inkwell Capital LLC | 22,620 | $1.86M | 1.90% | −120−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,836 | $1.88M | 0.01% | +4,355+23.6% | Added |
| Natixis Advisors, L.P. | 22,877 | $1.88M | 0.00% | −6,471−22.0% | Reduced |
| Jones Financial Companies LLLP | 23,430 | $1.88M | 0.00% | +18,040+334.7% | Added |
| Magnetar Financial LLC | 24,019 | $1.89M | 0.02% | +12,367+106.1% | Added |
| Wall Street Access Asset Management, LLC | 23,093 | $1.90M | 0.48% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 23,483 | $1.93M | 0.01% | −43−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,919 | $1.97M | 0.11% | −51,084−68.1% | Reduced |
| APG Asset Management N.V. | 28,203 | $2.02M | 0.01% | −1,980−6.6% | Reduced |
| Group One Trading, L.P. | 24,561 | $2.02M | 0.07% | +8,922+57.0% | Added |
| Intrinsic Value Partners, LLC | 24,745 | $2.04M | 1.57% | +9,980+67.6% | Added |
| Bridges Investment Management Inc | 24,848 | $2.05M | 0.03% | +10,946+78.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,349 | $2.08M | 0.01% | −1,275−4.8% | Reduced |
| Danske Bank A/S | 25,303 | $2.08M | 0.01% | −200−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,759 | $2.12M | 0.01% | +37+0.1% | Added |
| National Bank of Canada | 26,045 | $2.14M | 0.00% | −55,416−68.0% | Reduced |
| Hantz Financial Services, Inc. | 26,086 | $2.15M | 0.03% | −1,678−6.0% | Reduced |
| CIBC Asset Management Inc | 26,689 | $2.20M | 0.01% | +371+1.4% | Added |
| Pecaut & Co. | 26,865 | $2.21M | 0.72% | +7,330+37.5% | Added |
| HighTower Advisors, LLC | 27,614 | $2.27M | 0.00% | −2,240−7.5% | Reduced |
| New York Life Investment Management LLC | 28,711 | $2.36M | 0.02% | +13,753+91.9% | Added |
| Vise Technologies, Inc. | 23,107 | $2.38M | 0.05% | 00.0% | Unchanged |
| TD Asset Management Inc | 29,192 | $2.40M | 0.00% | +167+0.6% | Added |
| DnB Asset Management AS | 29,328 | $2.41M | 0.01% | −77,387−72.5% | Reduced |
| KBC Group NV | 29,921 | $2.46M | 0.01% | +10,083+50.8% | Added |
| Covea Finance | 29,956 | $2.47M | 0.09% | +29,956 | New |
| Arizona State Retirement System | 30,042 | $2.47M | 0.01% | −329−1.1% | Reduced |