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 |
|---|---|---|---|---|---|
| Czech National Bank | 30,116 | $2.48M | 0.02% | +966+3.3% | Added |
| Creative Planning | 30,334 | $2.50M | 0.00% | +4,429+17.1% | Added |
| Davenport & Co LLC | 30,387 | $2.50M | 0.01% | +3,074+11.3% | Added |
| Alberta Investment Management Corp | 30,600 | $2.52M | 0.02% | +18,500+152.9% | Added |
| Advisor Group Holdings, Inc. | 31,126 | $2.56M | 0.00% | +10,584+51.5% | Added |
| Public Employees Retirement System of Ohio | 31,579 | $2.60M | 0.01% | −1,076−3.3% | Reduced |
| Toronto Dominion Bank | 32,436 | $2.67M | 0.01% | −4,504−12.2% | Reduced |
| Mercer Global Advisors Inc | 32,637 | $2.69M | 0.00% | −10,083−23.6% | Reduced |
| Rockbridge Capital Management LLC | 32,909 | $2.71M | 1.83% | −2,829−7.9% | Reduced |
| Qube Research & Technologies Ltd | 32,935 | $2.71M | 0.00% | −233,262−87.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 33,524 | $2.74M | 0.01% | −73−0.2% | Reduced |
| South Dakota Investment Council | 33,501 | $2.76M | 0.05% | +10,725+47.1% | Added |
| Federation des caisses Desjardins du Quebec | 33,617 | $2.77M | 0.01% | +4,662+16.1% | Added |
| Ascent Group, LLC | 33,830 | $2.79M | 0.10% | −38−0.1% | Reduced |
| Tredje AP-fonden | 33,893 | $2.79M | 0.02% | +18,987+127.4% | Added |
| Regal Investment Advisors LLC | 34,138 | $2.81M | 0.16% | +420+1.2% | Added |
| Handelsbanken Fonder AB | 34,219 | $2.82M | 0.01% | +3,700+12.1% | Added |
| Asio Capital, LLC | 34,281 | $2.82M | 0.40% | +34,281 | New |
| State of Michigan Retirement System | 34,500 | $2.84M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 35,062 | $2.89M | 0.01% | +13,571+63.1% | Added |
| Highland Capital Management, LLC | 35,250 | $2.90M | 0.15% | +100.0% | Added |
| CI Private Wealth, LLC | 38,866 | $2.95M | 0.00% | −10,009−20.5% | Reduced |
| Mutual of America Capital Management LLC | 36,718 | $3.02M | 0.03% | −13,475−26.8% | Reduced |
| State of New Jersey Common Pension Fund D | 37,217 | $3.06M | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 37,480 | $3.09M | 0.03% | +14,149+60.6% | Added |
| Empowered Funds, LLC | 37,539 | $3.09M | 0.02% | −18,218−32.7% | Reduced |
| KLP Kapitalforvaltning AS | 37,900 | $3.12M | 0.01% | 00.0% | Unchanged |
| Occam Crest Management LP | 39,500 | $3.25M | 2.06% | +30,000+315.8% | Added |
| MML Investors Services, LLC | 40,186 | $3.31M | 0.01% | −16,256−28.8% | Reduced |
| Hudson Bay Capital Management LP | 40,363 | $3.32M | 0.02% | +15,000+59.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 40,648 | $3.35M | 0.01% | +36,277+829.9% | Added |
| CIBC Bancorp USA Inc. | 41,081 | $3.38M | 0.00% | +41,081 | New |
| Cetera Investment Advisers | 41,118 | $3.39M | 0.00% | −8,025−16.3% | Reduced |
| Old West Investment Management, LLC | 42,219 | $3.48M | 0.38% | −80,796−65.7% | Reduced |
| Brevan Howard Capital Management LP | 43,920 | $3.62M | 0.04% | +15,350+53.7% | Added |
| Whittier Trust Co of Nevada Inc | 44,473 | $3.65M | 0.07% | −26,516−37.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 44,790 | $3.69M | 0.01% | −4,796−9.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 45,471 | $3.74M | 0.03% | 00.0% | Unchanged |
| Banque Transatlantique SA | 45,739 | $3.77M | 0.09% | +817+1.8% | Added |
| Commonwealth Equity Services, LLC | 46,134 | $3.80M | 0.01% | +30,433+193.8% | Added |
| Treasurer of the State of North Carolina | 46,447 | $3.82M | 0.01% | +993+2.2% | Added |
| Dana Investment Advisors, Inc. | 47,409 | $3.90M | 0.12% | +7,727+19.5% | Added |
| Asset Management One Co.,Ltd. | 47,432 | $3.91M | 0.01% | +2,882+6.5% | Added |
| Diversified Investment Strategies, LLC | 47,620 | $3.92M | 2.50% | +47,620 | New |
| Altus Wealth Group LLC | 48,066 | $3.96M | 1.62% | +2,718+6.0% | Added |
| Nomura Asset Management Co Ltd | 48,444 | $3.99M | 0.01% | +907+1.9% | Added |
| Great West Life Assurance Co | 49,810 | $4.11M | 0.01% | −1,777−3.4% | Reduced |
| SG Americas Securities, LLC | 50,534 | $4.16M | 0.00% | −61,929−55.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 51,387 | $4.23M | 0.01% | +51,387 | New |
| Westbourne Investment Advisors, Inc. | 52,466 | $4.32M | 1.26% | +2,306+4.6% | Added |
| DekaBank Deutsche Girozentrale | 54,675 | $4.38M | 0.01% | 00.0% | Unchanged |
| Heartland Advisors Inc | 53,634 | $4.42M | 0.23% | +126+0.2% | Added |
| Fifth Third Bancorp | 54,016 | $4.45M | 0.01% | +52,259+2,974.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 54,478 | $4.49M | 0.01% | −1,587−2.8% | Reduced |
| Prudential Financial Inc | 54,805 | $4.51M | 0.01% | −5,491−9.1% | Reduced |
| Hudson Value Partners, LLC | 55,284 | $4.55M | 1.36% | −4,375−7.3% | Reduced |
| Vanguard Asset Management, Ltd | 56,402 | $4.64M | 0.00% | +56,402 | New |
| Captrust Financial Advisors | 56,490 | $4.65M | 0.01% | +14,276+33.8% | Added |
| Edentree Asset Management Ltd | 56,800 | $4.68M | 1.41% | +20,400+56.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,416 | $4.72M | 0.01% | +1,646+3.0% | Added |
| Marathon Capital Management | 58,996 | $4.86M | 1.09% | −157−0.3% | Reduced |
| IPG Investment Advisors LLC | 60,289 | $4.96M | 0.85% | +10,229+20.4% | Added |
| Eagle Global Advisors LLC | 60,369 | $4.97M | 0.18% | +127+0.2% | Added |
| Bank of Montreal | 61,084 | $5.03M | 0.00% | −22,627−27.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,412 | $5.06M | 0.01% | +1,428+2.4% | Added |
| MetLife Investment Management | 62,780 | $5.17M | 0.03% | +5,771+10.1% | Added |
| XTX Topco Ltd | 62,966 | $5.18M | 0.09% | +50,559+407.5% | Added |
| Quantinno Capital Management LP | 64,385 | $5.30M | 0.01% | −52,072−44.7% | Reduced |
| Polar Capital Holdings Plc | 64,709 | $5.33M | 0.02% | −7,809−10.8% | Reduced |
| Aquatic Capital Management LLC | 64,869 | $5.34M | 0.15% | −32,239−33.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 65,700 | $5.41M | 0.01% | −256,100−79.6% | Reduced |
| Greatmark Investment Partners, Inc. | 67,297 | $5.54M | 0.65% | +19,225+40.0% | Added |
| Mackenzie Financial Corp | 67,615 | $5.57M | 0.01% | +54,629+420.7% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 68,839 | $5.67M | 0.11% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 69,511 | $5.72M | 0.18% | +15,268+28.1% | Added |
| Lighthouse Investment Partners, LLC | 70,766 | $5.83M | 0.22% | +70,766 | New |
| Moody Lynn & Lieberson, LLC | 72,198 | $5.94M | 0.33% | +30,678+73.9% | Added |
| Royce & Associates LP | 73,121 | $6.02M | 0.06% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 73,458 | $6.05M | 0.01% | −23,325−24.1% | Reduced |
| Atlas FRM LLC | 77,000 | $6.34M | 0.42% | +77,000 | New |
| O'Shaughnessy Asset Management, LLC | 77,450 | $6.38M | 0.03% | −10,137−11.6% | Reduced |
| 683 Capital Management, LLC | 80,000 | $6.59M | 0.61% | +44,000+122.2% | Added |
| Manufacturers Life Insurance Company, The | 80,074 | $6.59M | 0.01% | +2,648+3.4% | Added |
| Thrivent Financial for Lutherans | 80,426 | $6.62M | 0.01% | +2,545+3.3% | Added |
| Aviva PLC | 81,345 | $6.70M | 0.01% | −1,872−2.2% | Reduced |
| Whittier Trust Co | 82,883 | $6.80M | 0.08% | −27,797−25.1% | Reduced |
| Wedge Capital Management L L P | 84,209 | $6.93M | 0.13% | +17,618+26.5% | Added |
| De Lisle Partners LLP | 84,501 | $6.96M | 0.83% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 85,750 | $7.06M | 0.27% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 88,293 | $7.27M | 0.01% | −1,006−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 89,118 | $7.34M | 0.01% | +31,794+55.5% | Added |
| State of Wisconsin Investment Board | 90,619 | $7.46M | 0.02% | +17,038+23.2% | Added |
| Parkwood LLC | 91,507 | $7.53M | 0.67% | +5,340+6.2% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 91,813 | $7.56M | 0.28% | +1,829+2.0% | Added |
| Rafferty Asset Management, LLC | 93,439 | $7.69M | 0.03% | −18,711−16.7% | Reduced |
| Turtle Creek Asset Management Inc. | 94,990 | $7.82M | 0.29% | +27,350+40.4% | Added |
| Investment House LLC | 95,961 | $7.90M | 0.41% | +61,829+181.1% | Added |
| Achmea Investment Management B.V. | 97,991 | $8.07M | 0.21% | −199−0.2% | Reduced |
| Mountaineer Partners Management, LLC | 98,203 | $8.09M | 4.02% | +4,112+4.4% | Added |
| Illinois Municipal Retirement Fund | 99,377 | $8.18M | 0.10% | −16,722−14.4% | Reduced |