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 |
|---|---|---|---|---|---|
| Frontier Capital Management Co LLC | 860,494 | $70.8M | 0.73% | +284,322+49.3% | Added |
| Bank of America Corp | 885,081 | $72.9M | 0.01% | −66,497−7.0% | Reduced |
| Northern Trust Corp | 954,772 | $78.6M | 0.01% | −37,230−3.8% | Reduced |
| Massachusetts Financial Services Co | 1,018,615 | $83.9M | 0.03% | −7,155−0.7% | Reduced |
| Public Sector Pension Investment Board | 1,061,232 | $87.4M | 0.27% | +3,512+0.3% | Added |
| Charles Schwab Investment Management Inc | 1,121,077 | $92.3M | 0.01% | +75,179+7.2% | Added |
| Deutsche Bank AG | 1,134,505 | $93.4M | 0.03% | +298,427+35.7% | Added |
| FMR LLC | 1,266,304 | $104.3M | 0.01% | −2,209,979−63.6% | Reduced |
| Pictet Asset Management Holding SA | 1,378,332 | $113.5M | 0.12% | +588,987+74.6% | Added |
| Morgan Stanley | 1,413,231 | $116.4M | 0.01% | −130,488−8.5% | Reduced |
| Boston Partners | 1,602,360 | $131.9M | 0.14% | −188,494−10.5% | Reduced |
| Colony Group, LLC | 1,663,200 | $136.9M | 0.15% | +970,550+140.1% | Added |
| Goldman Sachs Group Inc | 1,716,804 | $141.3M | 0.02% | +719,604+72.2% | Added |
| Diamond Hill Capital Management Inc | 1,763,934 | $145.2M | 0.91% | −108,774−5.8% | Reduced |
| Coliseum Capital Management, LLC | 2,093,218 | $172.3M | 14.13% | +1,312,570+168.1% | Added |
| Brave Warrior Advisors, LLC | 2,372,292 | $195.3M | 4.83% | −6,853−0.3% | Reduced |
| Invesco Ltd. | 2,604,322 | $214.4M | 0.02% | +502,242+23.9% | Added |
| Sands Capital Management, LLC | 2,621,085 | $215.8M | 0.85% | −136,884−5.0% | Reduced |
| Geode Capital Management, LLC | 2,884,519 | $236.6M | 0.01% | +66,561+2.4% | Added |
| Capital International Investors | 2,943,131 | $242.3M | 0.06% | +416,455+16.5% | Added |
| Dimensional Fund Advisors LP | 2,967,744 | $244.3M | 0.05% | +325,935+12.3% | Added |
| Wellington Management Group LLP | 3,679,457 | $302.9M | 0.06% | +362,660+10.9% | Added |
| Vanguard Portfolio Management LLC | 4,318,795 | $355.6M | 0.02% | +4,318,795 | New |
| State Street Corp | 5,120,090 | $421.5M | 0.01% | +11,970+0.2% | Added |
| Vanguard Capital Management LLC | 7,027,074 | $578.5M | 0.01% | +7,027,074 | New |
| BlackRock, Inc. | 8,761,277 | $721.3M | 0.01% | −115,136−1.3% | Reduced |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −475,697−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −375,723−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −295,627−100.0% | Sold out |
| Hill City Capital, LP | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −205,565−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −117,722−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −107,200−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −104,688−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −83,208−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −56,770−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −53,597−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −34,933−100.0% | Sold out |
| Riposte Capital LLC | 0 | $0 | 0.00% | −32,346−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −31,563−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −30,663−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −29,649−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −27,899−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −26,429−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −25,249−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −21,309−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −20,704−100.0% | Sold out |
| Crescent Park Management, L.P. | 0 | $0 | 0.00% | −16,903−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,202−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −13,482−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −13,291−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −11,752−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Epacria Capital Partners, LLC | 0 | $0 | 0.00% | −9,701−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,346−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −9,325−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,286−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,756−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,345−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −7,545−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −6,864−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −6,811−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −6,433−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,168−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,160−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −5,682−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,470−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,358−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Harmony Asset Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −4,528−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −4,497−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −4,469−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −4,113−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,921−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,656−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −2,887−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,834−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,816−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Family Legacy, Inc. | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,510−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |