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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 37,539 | $3.09M | 0.02% | −18,218−32.7% | Reduced |
| Kempen Capital Management N.V. | 37,480 | $3.09M | 0.03% | +14,149+60.6% | Added |
| State of New Jersey Common Pension Fund D | 37,217 | $3.06M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 36,718 | $3.02M | 0.03% | −13,475−26.8% | Reduced |
| CI Private Wealth, LLC | 38,866 | $2.95M | 0.00% | −10,009−20.5% | Reduced |
| Highland Capital Management, LLC | 35,250 | $2.90M | 0.15% | +100.0% | Added |
| Man Group plc | 35,062 | $2.89M | 0.01% | +13,571+63.1% | Added |
| State of Michigan Retirement System | 34,500 | $2.84M | 0.02% | 00.0% | Unchanged |
| Asio Capital, LLC | 34,281 | $2.82M | 0.40% | +34,281 | New |
| Handelsbanken Fonder AB | 34,219 | $2.82M | 0.01% | +3,700+12.1% | Added |
| Regal Investment Advisors LLC | 34,138 | $2.81M | 0.16% | +420+1.2% | Added |
| Tredje AP-fonden | 33,893 | $2.79M | 0.02% | +18,987+127.4% | Added |
| Ascent Group, LLC | 33,830 | $2.79M | 0.10% | −38−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 33,617 | $2.77M | 0.01% | +4,662+16.1% | Added |
| South Dakota Investment Council | 33,501 | $2.76M | 0.05% | +10,725+47.1% | Added |
| Resona Asset Management Co.,Ltd. | 33,524 | $2.74M | 0.01% | −73−0.2% | Reduced |
| Qube Research & Technologies Ltd | 32,935 | $2.71M | 0.00% | −233,262−87.6% | Reduced |
| Rockbridge Capital Management LLC | 32,909 | $2.71M | 1.83% | −2,829−7.9% | Reduced |
| Mercer Global Advisors Inc | 32,637 | $2.69M | 0.00% | −10,083−23.6% | Reduced |
| Toronto Dominion Bank | 32,436 | $2.67M | 0.01% | −4,504−12.2% | Reduced |
| Public Employees Retirement System of Ohio | 31,579 | $2.60M | 0.01% | −1,076−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 31,126 | $2.56M | 0.00% | +10,584+51.5% | Added |
| Alberta Investment Management Corp | 30,600 | $2.52M | 0.02% | +18,500+152.9% | Added |
| Davenport & Co LLC | 30,387 | $2.50M | 0.01% | +3,074+11.3% | Added |
| Creative Planning | 30,334 | $2.50M | 0.00% | +4,429+17.1% | Added |
| Czech National Bank | 30,116 | $2.48M | 0.02% | +966+3.3% | Added |
| Arizona State Retirement System | 30,042 | $2.47M | 0.01% | −329−1.1% | Reduced |
| Covea Finance | 29,956 | $2.47M | 0.09% | +29,956 | New |
| KBC Group NV | 29,921 | $2.46M | 0.01% | +10,083+50.8% | Added |
| DnB Asset Management AS | 29,328 | $2.41M | 0.01% | −77,387−72.5% | Reduced |
| TD Asset Management Inc | 29,192 | $2.40M | 0.00% | +167+0.6% | Added |
| Vise Technologies, Inc. | 23,107 | $2.38M | 0.05% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 28,711 | $2.36M | 0.02% | +13,753+91.9% | Added |
| HighTower Advisors, LLC | 27,614 | $2.27M | 0.00% | −2,240−7.5% | Reduced |
| Pecaut & Co. | 26,865 | $2.21M | 0.72% | +7,330+37.5% | Added |
| CIBC Asset Management Inc | 26,689 | $2.20M | 0.01% | +371+1.4% | Added |
| Hantz Financial Services, Inc. | 26,086 | $2.15M | 0.03% | −1,678−6.0% | Reduced |
| National Bank of Canada | 26,045 | $2.14M | 0.00% | −55,416−68.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,759 | $2.12M | 0.01% | +37+0.1% | Added |
| Danske Bank A/S | 25,303 | $2.08M | 0.01% | −200−0.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,349 | $2.08M | 0.01% | −1,275−4.8% | Reduced |
| Bridges Investment Management Inc | 24,848 | $2.05M | 0.03% | +10,946+78.7% | Added |
| Intrinsic Value Partners, LLC | 24,745 | $2.04M | 1.57% | +9,980+67.6% | Added |
| Group One Trading, L.P. | 24,561 | $2.02M | 0.07% | +8,922+57.0% | Added |
| APG Asset Management N.V. | 28,203 | $2.02M | 0.01% | −1,980−6.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,919 | $1.97M | 0.11% | −51,084−68.1% | Reduced |
| Retirement Systems of Alabama | 23,483 | $1.93M | 0.01% | −43−0.2% | Reduced |
| Wall Street Access Asset Management, LLC | 23,093 | $1.90M | 0.48% | 00.0% | Unchanged |
| Magnetar Financial LLC | 24,019 | $1.89M | 0.02% | +12,367+106.1% | Added |
| Jones Financial Companies LLLP | 23,430 | $1.88M | 0.00% | +18,040+334.7% | Added |
| Natixis Advisors, L.P. | 22,877 | $1.88M | 0.00% | −6,471−22.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,836 | $1.88M | 0.01% | +4,355+23.6% | Added |
| Inkwell Capital LLC | 22,620 | $1.86M | 1.90% | −120−0.5% | Reduced |
| Ritholtz Wealth Management | 22,574 | $1.86M | 0.03% | −1,455−6.1% | Reduced |
| Stratos Wealth Partners, LTD. | 22,357 | $1.84M | 0.02% | −91−0.4% | Reduced |
| Lecap Asset Management Ltd | 22,293 | $1.84M | 0.69% | +22,293 | New |
| Lombard Odier Asset Management (Switzerland) SA | 22,278 | $1.83M | 0.07% | −7,700−25.7% | Reduced |
| KCM Investment Advisors LLC | 22,140 | $1.82M | 0.06% | −350−1.6% | Reduced |
| SEB Asset Management AB | 21,832 | $1.80M | 0.01% | +21,832 | New |
| Voya Investment Management LLC | 21,690 | $1.79M | 0.00% | −36−0.2% | Reduced |
| Swedbank AB | 21,681 | $1.78M | 0.00% | −37,561−63.4% | Reduced |
| Janney Montgomery Scott LLC | 21,593 | $1.78M | 0.00% | +15,092+232.1% | Added |
| Edgestream Partners, L.P. | 21,277 | $1.75M | 0.06% | +17,639+484.9% | Added |
| CWM Advisors, LLC | 21,222 | $1.75M | 0.10% | +7,397+53.5% | Added |
| OP Asset Management Ltd | 20,830 | $1.71M | 0.02% | +8,629+70.7% | Added |
| Main Street Financial Solutions, LLC | 20,708 | $1.70M | 0.12% | +7,345+55.0% | Added |
| Baird Financial Group, Inc. | 20,488 | $1.69M | 0.00% | −2,629−11.4% | Reduced |
| Assetmark, Inc | 20,319 | $1.67M | 0.00% | −572,885−96.6% | Reduced |
| Capital Investment Advisors, LLC | 20,229 | $1.67M | 0.02% | +10,925+117.4% | Added |
| ProShare Advisors LLC | 20,167 | $1.66M | 0.00% | −4,234−17.4% | Reduced |
| Amalgamated Bank | 20,047 | $1.65M | 0.01% | −2,797−12.2% | Reduced |
| Impala Asset Management LLC | 20,000 | $1.65M | 0.77% | +20,000 | New |
| IFM Investors Pty Ltd | 19,966 | $1.64M | 0.01% | −2,113−9.6% | Reduced |
| Simplex Trading, LLC | 19,773 | $1.63M | 0.05% | +3,913+24.7% | Added |
| Marnell Management LLC | 19,772 | $1.63M | 1.08% | +19,772 | New |
| Monimus Capital Management, LP | 19,672 | $1.62M | 0.45% | +19,672 | New |
| UniSuper Management Pty Ltd | 19,497 | $1.61M | 0.01% | +1,016+5.5% | Added |
| Rockefeller Capital Management L.P. | 19,491 | $1.60M | 0.00% | +9,756+100.2% | Added |
| Toroso Investments, LLC | 19,360 | $1.59M | 0.00% | −5,436−21.9% | Reduced |
| Scotia Capital Inc. | 19,350 | $1.59M | 0.01% | +699+3.7% | Added |
| Tabor Asset Management, LP | 19,348 | $1.59M | 0.64% | +19,348 | New |
| Miller Value Partners, LLC | 18,893 | $1.56M | 0.41% | +18,893 | New |
| Daiwa Securities Group Inc. | 18,713 | $1.54M | 0.00% | +815+4.6% | Added |
| Pekin Hardy Strauss, Inc. | 18,530 | $1.53M | 0.16% | +5,824+45.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,239 | $1.50M | 0.00% | −5,159−22.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 18,150 | $1.49M | 0.01% | +2,250+14.2% | Added |
| Xponance, Inc. | 18,045 | $1.49M | 0.01% | +2,467+15.8% | Added |
| Dark Forest Capital Management LP | 17,970 | $1.48M | 0.13% | +17,970 | New |
| Wasatch Advisors Inc | 17,905 | $1.47M | 0.01% | +8,087+82.4% | Added |
| Utah Retirement Systems | 17,678 | $1.46M | 0.01% | −293−1.6% | Reduced |
| Buckland Partners Management Co LLC | 17,100 | $1.41M | 0.85% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 17,041 | $1.40M | 0.14% | −30,000−63.8% | Reduced |
| American Century Companies Inc | 16,891 | $1.39M | 0.00% | −409,847−96.0% | Reduced |
| Thoroughbred Financial Services, LLC | 16,879 | $1.39M | 0.08% | 00.0% | Unchanged |
| Polianta Ltd | 16,700 | $1.37M | 0.18% | +3,000+21.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,636 | $1.37M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 16,464 | $1.36M | 0.00% | +351+2.2% | Added |
| Fort Point Capital Partners LLC | 16,371 | $1.35M | 0.18% | +13,274+428.6% | Added |
| Welch Capital Partners LLC | 16,301 | $1.34M | 0.30% | +10,176+166.1% | Added |
| Bank of Nova Scotia | 16,204 | $1.33M | 0.00% | −1,270−7.3% | Reduced |