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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 16,121 | $1.33M | 0.00% | −1,474−8.4% | Reduced |
| Grange Capital, LLC | 16,064 | $1.32M | 1.32% | −3,161−16.4% | Reduced |
| King Luther Capital Management Corp | 15,774 | $1.30M | 0.01% | +2,359+17.6% | Added |
| Ensign Peak Advisors, Inc | 15,762 | $1.30M | 0.00% | −30,543−66.0% | Reduced |
| Rakuten Investment Management, Inc. | 16,412 | $1.29M | 0.00% | +1,866+12.8% | Added |
| Pathstone Holdings, LLC | 15,554 | $1.28M | 0.01% | +1,319+9.3% | Added |
| NEOS Investment Management LLC | 15,278 | $1.26M | 0.01% | +443+3.0% | Added |
| British Columbia Investment Management Corp | 15,243 | $1.25M | 0.01% | −4,341−22.2% | Reduced |
| Yousif Capital Management, LLC | 15,048 | $1.24M | 0.01% | +203+1.4% | Added |
| Numerai GP LLC | 15,015 | $1.24M | 0.12% | +15,015 | New |
| Soapstone Management L.P. | 15,000 | $1.23M | 0.88% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 18,500 | $1.23M | 0.01% | +478+2.7% | Added |
| Swiss Life Asset Management Ltd | 14,680 | $1.21M | 0.01% | +4,160+39.5% | Added |
| National Pension Service | 14,466 | $1.19M | 0.00% | −6,294−30.3% | Reduced |
| Shay Capital LLC | 14,400 | $1.19M | 0.17% | +14,400 | New |
| Nissay Asset Management Corp | 14,265 | $1.17M | 0.01% | −226−1.6% | Reduced |
| Hancock Whitney Corp | 14,799 | $1.17M | 0.02% | −214−1.4% | Reduced |
| Cunning Capital Partners, LP | 13,970 | $1.15M | 0.59% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,928 | $1.15M | 0.07% | +1,808+14.9% | Added |
| State of Tennessee, Treasury Department | 13,804 | $1.14M | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,646 | $1.12M | 0.02% | +3,975+41.1% | Added |
| Carnegie Lake Advisors LLC | 13,544 | $1.12M | 0.44% | 00.0% | Unchanged |
| Blair William & Co | 13,450 | $1.11M | 0.00% | +13,450 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,401 | $1.10M | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 13,592 | $1.09M | 0.00% | +1,155+9.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 13,016 | $1.07M | 0.01% | +3,216+32.8% | Added |
| Wincap Financial LLC | 12,758 | $1.05M | 0.70% | +1,345+11.8% | Added |
| Oregon Public Employees Retirement Fund | 12,672 | $1.04M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,463 | $1.03M | 0.03% | −140−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,341 | $1.02M | 0.00% | −86,393−87.5% | Reduced |
| Woodline Partners LP | 12,116 | $997.5K | 0.00% | +12,116 | New |
| US Bancorp | 11,984 | $986.6K | 0.00% | −438−3.5% | Reduced |
| Allstate Corp | 11,949 | $983.8K | 0.01% | +4,640+63.5% | Added |
| Fox Run Management, L.L.C. | 12,092 | $953.5K | 0.17% | +7,746+178.2% | Added |
| Rehmann Capital Advisory Group | 11,576 | $953.1K | 0.05% | +1,226+11.8% | Added |
| Natixis | 11,233 | $924.8K | 0.00% | +11,233 | New |
| State of Alaska, Department of Revenue | 11,059 | $910.0K | 0.01% | +100+0.9% | Added |
| Intech Investment Management LLC | 10,996 | $905.3K | 0.01% | +10,996 | New |
| Oak Thistle LLC | 10,978 | $903.8K | 0.09% | +10,978 | New |
| Concentric Capital Strategies, LP | 10,969 | $903.1K | 0.08% | +994+10.0% | Added |
| Schroder Investment Management Group | 11,419 | $900.4K | 0.00% | +1,995+21.2% | Added |
| Union Square Park Capital Management, LLC | 10,000 | $823.3K | 0.72% | +10,000 | New |
| Crossingbridge Advisors, LLC | 10,000 | $823.3K | 0.15% | +10,000 | New |
| AlphaCentric Advisors LLC | 10,000 | $823.3K | 0.82% | +10,000 | New |
| Crown Advisors Management, Inc. | 10,000 | $823.0K | 0.55% | 00.0% | Unchanged |
| JustInvest LLC | 9,964 | $820.3K | 0.01% | −1,265−11.3% | Reduced |
| Abn Amro Investment Solutions | 9,961 | $820.1K | 0.01% | +2,916+41.4% | Added |
| Truvestments Capital LLC | 9,870 | $812.6K | 0.15% | +423+4.5% | Added |
| The PNC Financial Services Group, Inc. | 9,828 | $809.1K | 0.00% | −2,418−19.7% | Reduced |
| Brown Advisory Inc | 9,749 | $802.6K | 0.00% | +5+0.1% | Added |
| Eschler Asset Management LLP | 9,660 | $795.3K | 0.79% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,659 | $795.0K | 0.00% | 00.0% | Unchanged |
| TT International Asset Management LTD | 9,601 | $790.5K | 0.09% | +9,601 | New |
| Harber Asset Management LLC | 9,600 | $790.4K | 0.51% | +9,600 | New |
| Inceptionr LLC | 9,576 | $788.4K | 0.19% | +613+6.8% | Added |
| Brinker Capital Investments, LLC | 9,278 | $763.9K | 0.01% | −738−7.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,183 | $756.0K | 0.12% | +9,183 | New |
| Pacer Advisors, Inc. | 9,163 | $754.0K | 0.00% | +96+1.1% | Added |
| Jefferies Financial Group Inc. | 9,132 | $751.8K | 0.01% | −7,246−44.2% | Reduced |
| Shufro Rose & Co LLC | 9,100 | $749.2K | 0.05% | 00.0% | Unchanged |
| Atria Investments LLC | 9,093 | $748.6K | 0.01% | +4,613+103.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,070 | $747.0K | 0.01% | +5,922+188.1% | Added |
| Level Four Advisory Services, LLC | 9,021 | $742.7K | 0.02% | +4,769+112.2% | Added |
| Macquarie Group Ltd | 8,903 | $733.0K | 0.00% | −1,017−10.3% | Reduced |
| United Capital Financial Advisers, LLC | 8,752 | $720.6K | 0.00% | +2,284+35.3% | Added |
| Gulf International Bank (UK) Ltd | 8,678 | $714.0K | 0.02% | +2,445+39.2% | Added |
| LRT Capital Management, LLC | 8,540 | $703.1K | 0.66% | +937+12.3% | Added |
| Sanctuary Advisors, LLC | 8,478 | $698.0K | 0.00% | +4,083+92.9% | Added |
| Canada Pension Plan Investment Board | 8,436 | $694.5K | 0.00% | −3,374−28.6% | Reduced |
| Ossiam | 8,386 | $690.4K | 0.01% | −6−0.1% | Reduced |
| Standard Life Aberdeen plc | 8,288 | $682.4K | 0.00% | −60,038−87.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 8,232 | $668.5K | 0.00% | −4,327−34.5% | Reduced |
| Intellectus Partners, LLC | 8,025 | $660.7K | 0.13% | +2,325+40.8% | Added |
| Financial Enhancement Group LLC | 7,435 | $658.0K | 0.08% | +2,004+36.9% | Added |
| Mariner, LLC | 7,988 | $657.6K | 0.00% | −3,433−30.1% | Reduced |
| Investment Management Corp of Ontario | 7,875 | $648.3K | 0.01% | +400+5.4% | Added |
| IMC-Chicago, LLC | 7,721 | $635.7K | 0.01% | −23,967−75.6% | Reduced |
| Candriam Luxembourg S.C.A. | 7,710 | $634.8K | 0.00% | +1,670+27.6% | Added |
| Westbourne Investments, Inc. | 7,600 | $625.7K | 0.30% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7,600 | $625.7K | 0.01% | +180+2.4% | Added |
| Assenagon Asset Management S.A. | 7,577 | $623.8K | 0.00% | −2,069−21.4% | Reduced |
| Walleye Trading LLC | 7,537 | $620.5K | 0.01% | −3,706−33.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,522 | $619.3K | 0.03% | −80−1.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,512 | $618.5K | 0.00% | −2,688−26.4% | Reduced |
| Levin Capital Strategies, L.P. | 7,500 | $617.5K | 0.05% | +3,000+66.7% | Added |
| Principal Securities, Inc. | 7,378 | $607.4K | 0.01% | −211−2.8% | Reduced |
| Park Avenue Securities LLC | 7,296 | $601.0K | 0.00% | +233+3.3% | Added |
| Norinchukin Bank, The | 7,287 | $599.9K | 0.01% | +10.0% | Added |
| Legato Capital Management LLC | 7,256 | $597.4K | 0.05% | −15,826−68.6% | Reduced |
| Interchange Capital Partners, LLC | 4,713 | $587.7K | 0.19% | −412−8.0% | Reduced |
| Glenmede Trust Co NA | 7,126 | $586.7K | 0.00% | +450+6.7% | Added |
| Omers Administration Corp | 7,053 | $580.7K | 0.00% | +1,916+37.3% | Added |
| Regions Financial Corp | 6,995 | $575.9K | 0.00% | +2,710+63.2% | Added |
| Keybank National Association | 6,979 | $574.6K | 0.00% | −335−4.6% | Reduced |
| Guggenheim Capital LLC | 6,937 | $571.1K | 0.00% | +4,136+147.7% | Added |
| Wellington Shields & Co., LLC | 6,828 | $562.1K | 0.14% | +38+0.6% | Added |
| Gradient Investments LLC | 6,805 | $560.3K | 0.01% | −106−1.5% | Reduced |
| Moors & Cabot, Inc. | 6,775 | $557.8K | 0.02% | −613−8.3% | Reduced |
| DRW Securities, LLC | 6,689 | $550.7K | 0.03% | +4,631+225.0% | Added |
| Mizuho Securities USA LLC | 6,685 | $550.4K | 0.01% | −1,367−17.0% | Reduced |