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Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding Builders FirstSource, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of BLDR: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders7264671−51
Shares106.1M693.9K107.6M+2.18M (+2.1%)
Value$8.74B$57.1M$9.63B+$945.6M (+10.9%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Builders FirstSource, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BLDR in Q2 2026
InstitutionSharesValue% of portfolio
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners1,639,222$146.7M0.42%
Norges Bank860,958$77.0M0.01%
Jupiter Topco LLC826,290$73.9M0.03%
Westfield Capital Management Co LP656,421$58.7M0.19%
Capital Research Global Investors593,700$53.2M0.01%
Long Pond Capital, LP245,750$22.0M2.31%
Thompson Siegel & Walmsley LLC210,183$18.8M0.34%
Capital Fund Management S.A.167,289$15.0M0.11%
Foundation Resource Management Inc142,094$12.7M1.48%
Tudor Investment Corp Et Al118,626$10.6M0.04%
Michelson Medical Research Foundation, Inc.97,000$8.68M8.02%
CastleKnight Management LP72,800$6.51M0.24%
Cna Financial Corp55,000$4.92M2.06%
Y-Intercept (Hong Kong) Ltd39,914$3.57M0.07%
Walleye Capital LLC39,793$3.56M0.02%
New Age Alpha Advisors, LLC35,515$3.18M0.13%
Silvant Capital Management LLC35,152$3.15M0.09%
Algert Global LLC31,270$2.80M0.03%
Jain Global LLC30,864$2.76M0.03%
HRT Financial LP28,470$2.55M0.00%
Qsemble Capital Management, LP26,999$2.42M0.31%
Sciencast Management LP25,839$2.31M0.48%
Fulcrum Asset Management LLP22,819$2.07M0.21%
ARGA Investment Management, LP20,412$1.83M0.05%
Tweedy, Browne Co LLC19,598$1.75M0.13%
Capital Group Private Client Services, Inc.19,389$1.73M0.02%
Palogic Value Management, L.P.16,277$1.46M0.52%
Regents Gate Capital LLP15,507$1.39M1.85%
Waratah Capital Advisors Ltd.14,970$1.34M0.10%
Catalyst Funds Management Pty Ltd13,100$1.17M0.07%
Sone Capital Management, LLC12,992$1.16M0.09%
Occudo Quantitative Strategies LP12,003$1.07M0.06%
Bosman Wealth Management, LLC11,558$1.03M0.64%
Frec Markets, Inc.10,802$966.6K0.09%
Kailix Advisors LLC10,000$894.8K0.86%
Sippican Capital Advisors8,965$802.2K0.49%
Nomura Holdings Inc8,851$792.0K0.00%
Weiss Asset Management LP7,769$695.2K0.01%
LVM Capital Management Ltd7,445$666.0K0.06%
Virginia Retirement Systems Et Al7,200$644.3K0.00%
Teacher Retirement System of Texas7,131$638.1K0.00%
Kentucky Retirement Systems6,849$612.8K0.02%
Gateway Investment Advisers LLC6,421$574.6K0.01%
Sentinel Dome Partners, LLC6,000$536.9K0.39%
Evergreen Capital Management LLC5,504$492.5K0.01%
Jane Street Group, LLC5,378$481.2K0.00%
Proficio Capital Partners LLC4,761$426.0K0.02%
Thompson Davis & Co., Inc.4,250$380.3K0.23%
BCS Private Wealth Management, Inc.3,945$353.0K0.11%
Kingsview Wealth Management, LLC3,826$342.4K0.00%
Aristeia Capital LLC3,755$336.0K0.01%
Everence Capital Management Inc3,732$334.0K0.02%
Kingswood Wealth Advisors, LLC3,187$285.2K0.01%
Nykredit A/S3,174$284.0K0.00%
WoodTrust Financial Corp2,905$259.0K0.03%
D. E. Shaw & Co., Inc.2,768$247.7K0.00%
Wealthfront Advisers LLC2,699$241.5K0.00%
Sheets Smith Wealth Management2,637$236.0K0.02%
Hunter Perkins Capital Management, LLC2,566$230.0K0.05%
Two Sigma Securities, LLC2,568$229.8K0.02%
Nkcfo LLC2,500$224.0K0.07%
Family Legacy, Inc.2,495$223.2K0.06%
Claret Asset Management Corp2,493$223.0K0.02%
Longaeva Partners L.P.2,440$218.3K0.01%
Arcataur Capital Management LLC2,375$212.5K0.05%
Intrepid Financial Planning Group LLC2,365$211.6K0.07%
Northwest & Ethical Investments L.P.2,214$200.4K0.00%
Quantbot Technologies LP1,615$144.5K0.01%
Twin Tree Management, LP1,615$144.5K0.02%
Family Legacy Financial Solutions, LLC1,596$142.8K0.09%
Caldwell Sutter Capital, Inc.813$72.7K0.03%
Global Retirement Partners, LLC548$49.0K0.00%
Continuum Advisory, LLC535$47.9K0.00%
First Eagle Investment Management, LLC167$14.9K0.00%
Atlantic Trust, LLC102$9.13K0.00%
Concord Wealth Partners90$8.05K0.00%
Action Point Financial Planning, LLC88$7.78K0.00%
Bokf, NA80$7.16K0.00%
Commonwealth Retirement Investments LLC79$7.07K0.00%
West Paces Advisors Inc.55$4.92K0.00%
Essential Partners LLC38$3.40K0.00%
American Capital Advisory, LLC33$2.95K0.00%
J.Safra Asset Management Corp29$2.60K0.00%
Cape Investment Advisory, Inc.29$2.60K0.00%
LifeSteps Financial, Inc.23$2.06K0.00%
Pinnacle Bancorp, Inc.19$1.70K0.00%
Creative Capital Management Investments LLC17$1.52K0.00%
Manchester Capital Management LLC16$1.43K0.00%
Manning & Napier Advisors LLC15$1.36K0.00%
IFG Advisory, LLC15$1.34K0.00%
Valley National Advisers Inc8$7160.00%
Horizon Financial Services, LLC7$6260.00%
Plante Moran Financial Advisors, LLC4$3580.00%
Tidemark, LLC4$3580.00%
Bryn Mawr Trust Co3$2680.00%
Planning Strategies Inc.2$1790.00%
Maryland Capital Advisors Inc.1$900.00%
Evolution Advisers, Inc.2$00.00%

Sold out (149)

Institutions that held Builders FirstSource, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 149 by value.

Institutions that sold out of BLDR in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Point72 Asset Management, L.P.572,626$47.1M
Cercano Management LLC386,254$31.8M
Apollo Management Holdings, L.P.287,606$23.7M
Schonfeld Strategic Advisors LLC273,723$22.5M
Balyasny Asset Management LLC235,549$19.4M
Verition Fund Management LLC228,437$18.8M
Renaissance Technologies LLC220,241$18.1M
AustralianSuper Pty Ltd203,336$16.7M
Worldquant Millennium Advisors LLC159,958$13.2M
SummitTX Capital, L.P.104,847$8.63M
RIHO Partners, LLC99,387$8.18M
Mountaineer Partners Management, LLC98,203$8.09M
Achmea Investment Management B.V.97,991$8.07M
Parkwood LLC91,507$7.53M
Robeco Institutional Asset Management B.V.89,118$7.34M
De Lisle Partners LLP84,501$6.96M
Aviva PLC81,345$6.70M
Moody Lynn & Lieberson, LLC72,198$5.94M
Lighthouse Investment Partners, LLC70,766$5.83M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund68,839$5.67M
Eagle Global Advisors LLC60,369$4.97M
IPG Investment Advisors LLC60,289$4.96M
Brevan Howard Capital Management LP43,920$3.62M
Old West Investment Management, LLC42,219$3.48M
Asio Capital, LLC34,281$2.82M
Tredje AP-fonden33,893$2.79M
Alberta Investment Management Corp30,600$2.52M
Covea Finance29,956$2.47M
Campbell & CO Investment Adviser LLC23,919$1.97M
Magnetar Financial LLC24,019$1.89M
Lombard Odier Asset Management (Switzerland) SA22,278$1.83M
KCM Investment Advisors LLC22,140$1.82M
SEB Asset Management AB21,832$1.80M
Swedbank AB21,681$1.78M
OP Asset Management Ltd20,830$1.71M
Impala Asset Management LLC20,000$1.65M
IFM Investors Pty Ltd19,966$1.64M
Simplex Trading, LLC19,773$1.63M
Bank of Nova Scotia16,204$1.33M
King Luther Capital Management Corp15,774$1.30M
British Columbia Investment Management Corp15,243$1.25M
National Pension Service14,466$1.19M
Nissay Asset Management Corp14,265$1.17M
Nordea Investment Management AB13,592$1.09M
PensionDanmark Pensionsforsikringsaktieselskab13,016$1.07M
Wincap Financial LLC12,758$1.05M
Intech Investment Management LLC10,996$905.3K
Concentric Capital Strategies, LP10,969$903.1K
Union Square Park Capital Management, LLC10,000$823.3K
Abn Amro Investment Solutions9,961$820.1K
Eschler Asset Management LLP9,660$795.3K
Harber Asset Management LLC9,600$790.4K
Dynamic Technology Lab Private Ltd9,183$756.0K
Gulf International Bank (UK) Ltd8,678$714.0K
Canada Pension Plan Investment Board8,436$694.5K
IMC-Chicago, LLC7,721$635.7K
Candriam Luxembourg S.C.A.7,710$634.8K
Westbourne Investments, Inc.7,600$625.7K
Fuller & Thaler Asset Management, Inc.7,512$618.5K
Legato Capital Management LLC7,256$597.4K
Omers Administration Corp7,053$580.7K
DRW Securities, LLC6,689$550.7K
Prudential PLC6,569$540.8K
Roundview Capital LLC6,561$540.2K
Farringdon Capital, Ltd.6,251$514.6K
Tokio Marine Asset Management Co Ltd6,173$508.2K
Hardy Reed LLC6,000$494.0K
ClearAlpha Technologies LP5,792$476.9K
Hodges Capital Management Inc.5,734$472.1K
Landmark Investment Partners, L.P.4,726$389.1K
E. Ohman J:or Asset Management AB4,700$387.0K
CAPROCK Group, Inc.4,661$383.7K
Evolve Private Wealth, LLC4,661$383.7K
Perpetual Ltd4,531$373.0K
Diametric Capital, LP4,441$365.6K
Wealth Group, Ltd.4,350$358.0K
Alphadyne Asset Management LP4,299$353.9K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2,600$346.3K
Saudi Central Bank4,082$336.1K
First Manhattan Co4,071$335.2K
Gabelli Funds LLC4,000$329.3K
Alamea Verwaltungs GmbH3,903$321.3K
Obermeyer Wood Investment Counsel, LLLP3,844$316.5K
MQS Management LLC3,814$314.0K
PEAK6 LLC3,779$311.1K
Oslo Pensjonsforsikring AS3,741$308.0K
AlphaGrep UK Ltd3,666$301.8K
Neo Ivy Capital Management3,593$295.8K
Patton Fund Management, Inc.3,363$276.9K
Banque Cantonale Vaudoise3,316$273.0K
World Equity Group, Inc.3,308$272.3K
Wexford Capital LP3,300$271.7K
B. Metzler seel. Sohn & Co. AG3,249$267.5K
Calamos Advisors LLC3,209$264.2K
Calamos Wealth Management LLC3,209$264.2K
Metis Global Partners, LLC3,186$262.3K
Asahi Life Asset Management Co., Ltd.3,125$257.3K
Guyasuta Investment Advisors Inc3,122$257.0K
Royal London Asset Management Ltd3,095$254.8K
Applied Finance Capital Management, LLC2,805$230.9K

Not filed for Q2 2026 yet (4)

Institutions that held Builders FirstSource, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BLDR in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC688,745$56.7M
Skopos Labs, Inc.2,736$225.3K
CWM, LLC2,016$166.0K
Sunbelt Securities, Inc.359$29.6K