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 |
|---|---|---|---|---|---|
| RIHO Partners, LLC | 99,387 | $8.18M | 5.15% | +13,349+15.5% | Added |
| Atom Investors LP | 102,063 | $8.40M | 0.60% | +50,902+99.5% | Added |
| Mountain Lake Investment Management LLC | 104,641 | $8.62M | 5.57% | +20,697+24.7% | Added |
| SummitTX Capital, L.P. | 104,847 | $8.63M | 0.28% | +104,847 | New |
| State Board of Administration of Florida Retirement System | 105,093 | $8.65M | 0.02% | −3,508−3.2% | Reduced |
| Korea Investment CORP | 106,795 | $8.79M | 0.02% | +38,708+56.9% | Added |
| Zurich Insurance Group Ltd | 114,060 | $9.39M | 0.07% | +114,060 | New |
| Principal Financial Group Inc | 123,175 | $10.1M | 0.01% | +1,222+1.0% | Added |
| Hauser Brothers GmbH | 125,500 | $10.3M | 14.48% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 125,627 | $10.3M | 0.01% | +64,957+107.1% | Added |
| Punch & Associates Investment Management, Inc. | 128,538 | $10.6M | 0.61% | +493+0.4% | Added |
| Gotham Asset Management, LLC | 136,762 | $11.3M | 0.03% | −1,150−0.8% | Reduced |
| AQR Capital Management LLC | 138,749 | $11.4M | 0.01% | +28,212+25.5% | Added |
| Schwartz Investment Counsel Inc | 143,600 | $11.8M | 0.42% | +47,800+49.9% | Added |
| New York State Common Retirement Fund | 143,879 | $11.8M | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 147,761 | $12.2M | 0.01% | +139,442+1,676.2% | Added |
| Parnassus Investments | 149,316 | $12.3M | 0.04% | +149,316 | New |
| First Trust Advisors LP | 150,323 | $12.4M | 0.01% | +6,353+4.4% | Added |
| Lord, Abbett & Co. LLC | 151,073 | $12.4M | 0.04% | −192,988−56.1% | Reduced |
| Cinctive Capital Management LP | 155,155 | $12.8M | 0.84% | +126,469+440.9% | Added |
| Franklin Resources Inc | 155,321 | $12.8M | 0.00% | −1,681,292−91.5% | Reduced |
| Stadium Capital Management LLC | 158,894 | $13.1M | 32.22% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 159,958 | $13.2M | 0.05% | +9,350+6.2% | Added |
| Westwood Holdings Group Inc. | 164,154 | $13.5M | 0.10% | +164,154 | New |
| California State Teachers Retirement System | 164,672 | $13.6M | 0.01% | −1,507−0.9% | Reduced |
| Price T Rowe Associates Inc | 165,146 | $13.6M | 0.00% | −1,838−1.1% | Reduced |
| Alliancebernstein L.P. | 134,985 | $13.9M | 0.00% | −28,258−17.3% | Reduced |
| Littlejohn & Co LLC | 170,671 | $14.1M | 13.32% | 00.0% | Unchanged |
| California Public Employees Retirement System | 177,159 | $14.6M | 0.01% | −8,249−4.4% | Reduced |
| Thornburg Investment Management Inc | 179,104 | $14.7M | 0.15% | +35,950+25.1% | Added |
| GoodHaven Capital Management, LLC | 185,430 | $15.3M | 5.33% | +14,910+8.7% | Added |
| Tocqueville Asset Management L.P. | 199,525 | $16.4M | 0.24% | +10,966+5.8% | Added |
| Woodson Capital Management, LP | 200,000 | $16.5M | 2.66% | +58,000+40.8% | Added |
| AustralianSuper Pty Ltd | 203,336 | $16.7M | 0.09% | −21,178−9.4% | Reduced |
| Ameriprise Financial Inc | 206,727 | $17.0M | 0.00% | −34,382−14.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 209,993 | $17.3M | 0.01% | −32,417−13.4% | Reduced |
| BNP Paribas Arbitrage, SA | 210,534 | $17.3M | 0.01% | +11,621+5.8% | Added |
| SEI Investments Co | 213,397 | $17.6M | 0.02% | +116,327+119.8% | Added |
| Silvercrest Asset Management Group LLC | 213,883 | $17.6M | 0.13% | −36,407−14.5% | Reduced |
| HSBC Holdings PLC | 218,856 | $18.0M | 0.01% | −42,474−16.3% | Reduced |
| Allianz Asset Management GmbH | 219,732 | $18.1M | 0.02% | +213,323+3,328.5% | Added |
| Renaissance Technologies LLC | 220,241 | $18.1M | 0.03% | −314,500−58.8% | Reduced |
| Rhumbline Advisers | 222,920 | $18.4M | 0.02% | −2,440−1.1% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 228,210 | $18.8M | 2.24% | +228,210 | New |
| Verition Fund Management LLC | 228,437 | $18.8M | 0.18% | +29,070+14.6% | Added |
| LPL Financial LLC | 232,241 | $19.1M | 0.01% | +13,179+6.0% | Added |
| Balyasny Asset Management LLC | 235,549 | $19.4M | 0.04% | −69,610−22.8% | Reduced |
| Moore Capital Management, LP | 241,793 | $19.9M | 0.73% | +224,818+1,324.4% | Added |
| Vanguard Global Advisers, LLC | 243,150 | $20.0M | 0.01% | +243,150 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246,838 | $20.3M | 0.01% | +7,971+3.3% | Added |
| RBF Capital, LLC | 258,702 | $21.3M | 1.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 262,621 | $21.6M | 0.03% | +74,129+39.3% | Added |
| Schonfeld Strategic Advisors LLC | 273,723 | $22.5M | 0.18% | +120,629+78.8% | Added |
| Stifel Financial Corp | 277,202 | $22.8M | 0.02% | +52,637+23.4% | Added |
| Arrowstreet Capital, Limited Partnership | 283,164 | $23.3M | 0.01% | +283,164 | New |
| Apollo Management Holdings, L.P. | 287,606 | $23.7M | 0.40% | +287,606 | New |
| JB Capital Partners LP | 292,265 | $24.1M | 4.14% | 00.0% | Unchanged |
| L1 Capital Pty Ltd | 292,503 | $24.1M | 0.95% | +292,503 | New |
| KLCM Advisors, Inc. | 293,679 | $24.2M | 2.10% | +132,094+81.7% | Added |
| JPMorgan Chase & Co | 316,885 | $25.0M | 0.00% | −3,190−1.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 304,029 | $25.0M | 0.06% | +140,773+86.2% | Added |
| Raymond James Financial Inc | 306,583 | $25.2M | 0.01% | +50,052+19.5% | Added |
| Envestnet Asset Management Inc | 316,346 | $26.0M | 0.01% | −27,239−7.9% | Reduced |
| Nuveen, LLC | 318,290 | $26.2M | 0.01% | +65,562+25.9% | Added |
| Swiss National Bank | 324,487 | $26.7M | 0.02% | +21,500+7.1% | Added |
| Zimmer Partners, LP | 332,500 | $27.4M | 0.67% | +160,000+92.8% | Added |
| Lodge Hill Capital, LLC | 333,000 | $27.4M | 5.29% | +30,000+9.9% | Added |
| Anchor Capital Advisors LLC | 348,580 | $28.7M | 0.82% | +348,580 | New |
| Seizert Capital Partners, LLC | 358,110 | $29.5M | 1.36% | −13,887−3.7% | Reduced |
| Cercano Management LLC | 386,254 | $31.8M | 1.37% | +335,126+655.5% | Added |
| Victory Capital Management Inc | 390,385 | $32.1M | 0.02% | −1,637,210−80.7% | Reduced |
| Commerce Bank | 394,142 | $32.4M | 0.16% | +9,978+2.6% | Added |
| Caisse de Depot Et Placement du Quebec | 400,564 | $33.0M | 0.05% | +68,213+20.5% | Added |
| Citigroup Inc | 410,240 | $33.8M | 0.02% | +51,020+14.2% | Added |
| Wells Fargo & Company | 424,456 | $34.9M | 0.01% | +176,369+71.1% | Added |
| Legal & General Group Plc | 442,790 | $36.5M | 0.01% | −110,587−20.0% | Reduced |
| Barclays PLC | 461,738 | $38.0M | 0.01% | +156,628+51.3% | Added |
| Long Focus Capital Management, LLC | 479,000 | $39.4M | 1.73% | +144,000+43.0% | Added |
| Samlyn Capital, LLC | 511,363 | $42.1M | 0.72% | +169,689+49.7% | Added |
| UBS Asset Management Americas Inc | 515,216 | $42.4M | 0.01% | −2,745−0.5% | Reduced |
| Robotti Robert | 523,597 | $43.1M | 6.72% | +96,606+22.6% | Added |
| Bessemer Group Inc | 528,056 | $43.5M | 0.07% | +27,037+5.4% | Added |
| Citadel Advisors LLC | 537,269 | $44.2M | 0.03% | −743,719−58.1% | Reduced |
| Bank of New York Mellon Corp | 537,427 | $44.2M | 0.01% | −143,330−21.1% | Reduced |
| Royal Bank of Canada | 551,867 | $45.4M | 0.01% | +180,597+48.6% | Added |
| Amundi | 560,567 | $46.2M | 0.01% | +121,086+27.6% | Added |
| Holocene Advisors, LP | 562,881 | $46.3M | 0.11% | +529,566+1,589.6% | Added |
| Neuberger Berman Group LLC | 567,298 | $46.7M | 0.04% | +330,813+139.9% | Added |
| Millennium Management LLC | 571,262 | $47.0M | 0.04% | +314,899+122.8% | Added |
| Point72 Asset Management, L.P. | 572,626 | $47.1M | 0.08% | +284,739+98.9% | Added |
| Vanguard Fiduciary Trust Co | 618,019 | $50.9M | 0.01% | +618,019 | New |
| Clearbridge Investments, LLC | 669,504 | $55.1M | 0.05% | +25,567+4.0% | Added |
| Fiera Capital Corp | 686,889 | $56.6M | 0.19% | +33,050+5.1% | Added |
| Janus Henderson Group PLC | 688,745 | $56.7M | 0.03% | −44,111−6.0% | Reduced |
| Loews Corp | 740,000 | $60.9M | 0.51% | +460,000+164.3% | Added |
| UBS Group AG | 751,127 | $61.8M | 0.01% | +234,816+45.5% | Added |
| Marshall Wace, LLP | 776,133 | $63.9M | 0.07% | +620,264+397.9% | Added |
| Capital World Investors | 779,198 | $64.2M | 0.01% | +11,114+1.4% | Added |
| Evercore Wealth Management, LLC | 802,718 | $66.1M | 1.04% | −16,700−2.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 822,596 | $67.7M | 0.09% | +29,252+3.7% | Added |