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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 165,146 | $13.6M | 0.00% | −1,838−1.1% | Reduced |
| California State Teachers Retirement System | 164,672 | $13.6M | 0.01% | −1,507−0.9% | Reduced |
| Westwood Holdings Group Inc. | 164,154 | $13.5M | 0.10% | +164,154 | New |
| Worldquant Millennium Advisors LLC | 159,958 | $13.2M | 0.05% | +9,350+6.2% | Added |
| Stadium Capital Management LLC | 158,894 | $13.1M | 32.22% | 00.0% | Unchanged |
| Franklin Resources Inc | 155,321 | $12.8M | 0.00% | −1,681,292−91.5% | Reduced |
| Cinctive Capital Management LP | 155,155 | $12.8M | 0.84% | +126,469+440.9% | Added |
| Lord, Abbett & Co. LLC | 151,073 | $12.4M | 0.04% | −192,988−56.1% | Reduced |
| First Trust Advisors LP | 150,323 | $12.4M | 0.01% | +6,353+4.4% | Added |
| Parnassus Investments | 149,316 | $12.3M | 0.04% | +149,316 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 147,761 | $12.2M | 0.01% | +139,442+1,676.2% | Added |
| New York State Common Retirement Fund | 143,879 | $11.8M | 0.02% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 143,600 | $11.8M | 0.42% | +47,800+49.9% | Added |
| AQR Capital Management LLC | 138,749 | $11.4M | 0.01% | +28,212+25.5% | Added |
| Gotham Asset Management, LLC | 136,762 | $11.3M | 0.03% | −1,150−0.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 128,538 | $10.6M | 0.61% | +493+0.4% | Added |
| Susquehanna International Group, LLP | 125,627 | $10.3M | 0.01% | +64,957+107.1% | Added |
| Hauser Brothers GmbH | 125,500 | $10.3M | 14.48% | 00.0% | Unchanged |
| Principal Financial Group Inc | 123,175 | $10.1M | 0.01% | +1,222+1.0% | Added |
| Zurich Insurance Group Ltd | 114,060 | $9.39M | 0.07% | +114,060 | New |
| Korea Investment CORP | 106,795 | $8.79M | 0.02% | +38,708+56.9% | Added |
| State Board of Administration of Florida Retirement System | 105,093 | $8.65M | 0.02% | −3,508−3.2% | Reduced |
| SummitTX Capital, L.P. | 104,847 | $8.63M | 0.28% | +104,847 | New |
| Mountain Lake Investment Management LLC | 104,641 | $8.62M | 5.57% | +20,697+24.7% | Added |
| Atom Investors LP | 102,063 | $8.40M | 0.60% | +50,902+99.5% | Added |
| RIHO Partners, LLC | 99,387 | $8.18M | 5.15% | +13,349+15.5% | Added |
| Illinois Municipal Retirement Fund | 99,377 | $8.18M | 0.10% | −16,722−14.4% | Reduced |
| Mountaineer Partners Management, LLC | 98,203 | $8.09M | 4.02% | +4,112+4.4% | Added |
| Achmea Investment Management B.V. | 97,991 | $8.07M | 0.21% | −199−0.2% | Reduced |
| Investment House LLC | 95,961 | $7.90M | 0.41% | +61,829+181.1% | Added |
| Turtle Creek Asset Management Inc. | 94,990 | $7.82M | 0.29% | +27,350+40.4% | Added |
| Rafferty Asset Management, LLC | 93,439 | $7.69M | 0.03% | −18,711−16.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 91,813 | $7.56M | 0.28% | +1,829+2.0% | Added |
| Parkwood LLC | 91,507 | $7.53M | 0.67% | +5,340+6.2% | Added |
| State of Wisconsin Investment Board | 90,619 | $7.46M | 0.02% | +17,038+23.2% | Added |
| Robeco Institutional Asset Management B.V. | 89,118 | $7.34M | 0.01% | +31,794+55.5% | Added |
| New York State Teachers Retirement System | 88,293 | $7.27M | 0.01% | −1,006−1.1% | Reduced |
| Paradigm Capital Management Inc | 85,750 | $7.06M | 0.27% | 00.0% | Unchanged |
| De Lisle Partners LLP | 84,501 | $6.96M | 0.83% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 84,209 | $6.93M | 0.13% | +17,618+26.5% | Added |
| Whittier Trust Co | 82,883 | $6.80M | 0.08% | −27,797−25.1% | Reduced |
| Aviva PLC | 81,345 | $6.70M | 0.01% | −1,872−2.2% | Reduced |
| Thrivent Financial for Lutherans | 80,426 | $6.62M | 0.01% | +2,545+3.3% | Added |
| Manufacturers Life Insurance Company, The | 80,074 | $6.59M | 0.01% | +2,648+3.4% | Added |
| 683 Capital Management, LLC | 80,000 | $6.59M | 0.61% | +44,000+122.2% | Added |
| O'Shaughnessy Asset Management, LLC | 77,450 | $6.38M | 0.03% | −10,137−11.6% | Reduced |
| Atlas FRM LLC | 77,000 | $6.34M | 0.42% | +77,000 | New |
| Russell Investments Group, Ltd. | 73,458 | $6.05M | 0.01% | −23,325−24.1% | Reduced |
| Royce & Associates LP | 73,121 | $6.02M | 0.06% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 72,198 | $5.94M | 0.33% | +30,678+73.9% | Added |
| Lighthouse Investment Partners, LLC | 70,766 | $5.83M | 0.22% | +70,766 | New |
| Moran Wealth Management, LLC | 69,511 | $5.72M | 0.18% | +15,268+28.1% | 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 |
| Mackenzie Financial Corp | 67,615 | $5.57M | 0.01% | +54,629+420.7% | Added |
| Greatmark Investment Partners, Inc. | 67,297 | $5.54M | 0.65% | +19,225+40.0% | Added |
| Adage Capital Partners GP, L.L.C. | 65,700 | $5.41M | 0.01% | −256,100−79.6% | Reduced |
| Aquatic Capital Management LLC | 64,869 | $5.34M | 0.15% | −32,239−33.2% | Reduced |
| Polar Capital Holdings Plc | 64,709 | $5.33M | 0.02% | −7,809−10.8% | Reduced |
| Quantinno Capital Management LP | 64,385 | $5.30M | 0.01% | −52,072−44.7% | Reduced |
| XTX Topco Ltd | 62,966 | $5.18M | 0.09% | +50,559+407.5% | Added |
| MetLife Investment Management | 62,780 | $5.17M | 0.03% | +5,771+10.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,412 | $5.06M | 0.01% | +1,428+2.4% | Added |
| Bank of Montreal | 61,084 | $5.03M | 0.00% | −22,627−27.0% | Reduced |
| Eagle Global Advisors LLC | 60,369 | $4.97M | 0.18% | +127+0.2% | Added |
| IPG Investment Advisors LLC | 60,289 | $4.96M | 0.85% | +10,229+20.4% | Added |
| Marathon Capital Management | 58,996 | $4.86M | 1.09% | −157−0.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,416 | $4.72M | 0.01% | +1,646+3.0% | Added |
| Edentree Asset Management Ltd | 56,800 | $4.68M | 1.41% | +20,400+56.0% | Added |
| Captrust Financial Advisors | 56,490 | $4.65M | 0.01% | +14,276+33.8% | Added |
| Vanguard Asset Management, Ltd | 56,402 | $4.64M | 0.00% | +56,402 | New |
| Hudson Value Partners, LLC | 55,284 | $4.55M | 1.36% | −4,375−7.3% | Reduced |
| Prudential Financial Inc | 54,805 | $4.51M | 0.01% | −5,491−9.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 54,478 | $4.49M | 0.01% | −1,587−2.8% | Reduced |
| Fifth Third Bancorp | 54,016 | $4.45M | 0.01% | +52,259+2,974.3% | Added |
| Heartland Advisors Inc | 53,634 | $4.42M | 0.23% | +126+0.2% | Added |
| DekaBank Deutsche Girozentrale | 54,675 | $4.38M | 0.01% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 52,466 | $4.32M | 1.26% | +2,306+4.6% | Added |
| Vanguard Investments Australia, Ltd. | 51,387 | $4.23M | 0.01% | +51,387 | New |
| SG Americas Securities, LLC | 50,534 | $4.16M | 0.00% | −61,929−55.1% | Reduced |
| Great West Life Assurance Co | 49,810 | $4.11M | 0.01% | −1,777−3.4% | Reduced |
| Nomura Asset Management Co Ltd | 48,444 | $3.99M | 0.01% | +907+1.9% | Added |
| Altus Wealth Group LLC | 48,066 | $3.96M | 1.62% | +2,718+6.0% | Added |
| Diversified Investment Strategies, LLC | 47,620 | $3.92M | 2.50% | +47,620 | New |
| Asset Management One Co.,Ltd. | 47,432 | $3.91M | 0.01% | +2,882+6.5% | Added |
| Dana Investment Advisors, Inc. | 47,409 | $3.90M | 0.12% | +7,727+19.5% | Added |
| Treasurer of the State of North Carolina | 46,447 | $3.82M | 0.01% | +993+2.2% | Added |
| Commonwealth Equity Services, LLC | 46,134 | $3.80M | 0.01% | +30,433+193.8% | Added |
| Banque Transatlantique SA | 45,739 | $3.77M | 0.09% | +817+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 45,471 | $3.74M | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 44,790 | $3.69M | 0.01% | −4,796−9.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,473 | $3.65M | 0.07% | −26,516−37.4% | Reduced |
| Brevan Howard Capital Management LP | 43,920 | $3.62M | 0.04% | +15,350+53.7% | Added |
| Old West Investment Management, LLC | 42,219 | $3.48M | 0.38% | −80,796−65.7% | Reduced |
| Cetera Investment Advisers | 41,118 | $3.39M | 0.00% | −8,025−16.3% | Reduced |
| CIBC Bancorp USA Inc. | 41,081 | $3.38M | 0.00% | +41,081 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 40,648 | $3.35M | 0.01% | +36,277+829.9% | Added |
| Hudson Bay Capital Management LP | 40,363 | $3.32M | 0.02% | +15,000+59.1% | Added |
| MML Investors Services, LLC | 40,186 | $3.31M | 0.01% | −16,256−28.8% | Reduced |
| Occam Crest Management LP | 39,500 | $3.25M | 2.06% | +30,000+315.8% | Added |
| KLP Kapitalforvaltning AS | 37,900 | $3.12M | 0.01% | 00.0% | Unchanged |