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, Q2 2026
Institutional positions in Builders FirstSource, Inc. as of Jun 30, 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
- 671
- −51 vs. Q1 2026
- Shares held
- 107.6M
- +2.18M (+2.1%) vs. Q1 2026
- Total value
- $9.63B
- +$945.6M (+10.9%) vs. Q1 2026
- New holders
- 98
- 241 more added
- Sold out
- 149
- 261 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 6,421 | $574.6K | 0.01% | +6,421 | New |
| Benjamin Edwards Inc | 6,423 | $574.6K | 0.01% | +952+17.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 6,550 | $586.1K | 0.02% | −972−12.9% | Reduced |
| Moors & Cabot, Inc. | 6,581 | $588.9K | 0.02% | −194−2.9% | Reduced |
| Atom Investors LP | 6,620 | $592.4K | 0.05% | −95,443−93.5% | Reduced |
| Jump Financial, LLC | 6,622 | $592.5K | 0.01% | +3,230+95.2% | Added |
| Silvercrest Asset Management Group LLC | 6,625 | $592.8K | 0.00% | −207,258−96.9% | Reduced |
| Norinchukin Bank, The | 6,705 | $600.0K | 0.01% | −582−8.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,725 | $601.8K | 0.00% | −33,923−83.5% | Reduced |
| Grange Capital, LLC | 6,760 | $604.9K | 0.56% | −9,304−57.9% | Reduced |
| Wisconsin Wealth Advisors, LLC | 6,780 | $606.7K | 0.52% | +2,853+72.7% | Added |
| NewEdge Wealth, LLC | 6,807 | $609.1K | 0.01% | +769+12.7% | Added |
| Wellington Shields & Co., LLC | 6,817 | $610.0K | 0.14% | −11−0.2% | Reduced |
| Farther Finance Advisors, LLC | 6,821 | $610.4K | 0.00% | +41+0.6% | Added |
| SRS Capital Advisors, Inc. | 6,825 | $610.7K | 0.00% | +5,162+310.4% | Added |
| Kentucky Retirement Systems | 6,849 | $612.8K | 0.02% | +6,849 | New |
| TT International Asset Management LTD | 7,247 | $614.3K | 0.08% | −2,354−24.5% | Reduced |
| Gradient Investments LLC | 6,908 | $618.1K | 0.01% | +103+1.5% | Added |
| Harbour Investments, Inc. | 7,065 | $632.1K | 0.01% | +2,710+62.2% | Added |
| Marex Group plc | 7,100 | $635.3K | 0.00% | +3,299+86.8% | Added |
| Teacher Retirement System of Texas | 7,131 | $638.1K | 0.00% | +7,131 | New |
| Park Avenue Securities LLC | 7,171 | $642.0K | 0.00% | −125−1.7% | Reduced |
| Virginia Retirement Systems Et Al | 7,200 | $644.3K | 0.00% | +7,200 | New |
| Financial Enhancement Group LLC | 7,322 | $655.2K | 0.08% | −113−1.5% | Reduced |
| LVM Capital Management Ltd | 7,445 | $666.0K | 0.06% | +7,445 | New |
| Level Four Advisory Services, LLC | 7,464 | $667.9K | 0.02% | −1,557−17.3% | Reduced |
| UniSuper Management Pty Ltd | 7,476 | $669.0K | 0.00% | −12,021−61.7% | Reduced |
| Altshuler Shaham Ltd | 7,600 | $680.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,628 | $682.6K | 0.01% | +250+3.4% | Added |
| Boothbay Fund Management, LLC | 7,735 | $692.1K | 0.01% | +3,328+75.5% | Added |
| Weiss Asset Management LP | 7,769 | $695.2K | 0.01% | +7,769 | New |
| Shufro Rose & Co LLC | 8,100 | $724.8K | 0.04% | −1,000−11.0% | Reduced |
| United Capital Financial Advisers, LLC | 8,235 | $736.9K | 0.00% | −517−5.9% | Reduced |
| Ossiam | 8,386 | $750.4K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 8,421 | $753.5K | 0.01% | +1,736+26.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,787 | $786.3K | 0.00% | −9,363−51.6% | Reduced |
| Nomura Holdings Inc | 8,851 | $792.0K | 0.00% | +8,851 | New |
| Sippican Capital Advisors | 8,965 | $802.2K | 0.49% | +8,965 | New |
| Oak Thistle LLC | 8,979 | $803.4K | 0.08% | −1,999−18.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,052 | $810.0K | 0.01% | −36,419−80.1% | Reduced |
| Fox Run Management, L.L.C. | 9,061 | $810.8K | 0.13% | −3,031−25.1% | Reduced |
| Keybank National Association | 9,231 | $826.0K | 0.00% | +2,252+32.3% | Added |
| Swiss Life Asset Management Ltd | 9,234 | $826.3K | 0.00% | −5,446−37.1% | Reduced |
| State of Wyoming | 9,255 | $828.1K | 0.08% | +5,887+174.8% | Added |
| Sanctuary Advisors, LLC | 9,471 | $847.4K | 0.00% | +993+11.7% | Added |
| Brown Advisory Inc | 9,504 | $850.4K | 0.00% | −245−2.5% | Reduced |
| Public Employees Retirement Association of Colorado | 9,659 | $864.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,675 | $865.7K | 0.00% | −6,087−38.6% | Reduced |
| Crown Advisors Management, Inc. | 10,000 | $894.8K | 0.49% | 00.0% | Unchanged |
| Kailix Advisors LLC | 10,000 | $894.8K | 0.86% | +10,000 | New |
| Atria Investments LLC | 10,006 | $895.4K | 0.01% | +913+10.0% | Added |
| Brown Brothers Harriman & Co | 10,199 | $912.6K | 0.00% | +8,072+379.5% | Added |
| Marnell Management LLC | 10,372 | $928.1K | 0.47% | −9,400−47.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,411 | $939.4K | 0.00% | +8,443+212.8% | Added |
| State of Alaska, Department of Revenue | 10,539 | $943.0K | 0.01% | −520−4.7% | Reduced |
| Frec Markets, Inc. | 10,802 | $966.6K | 0.09% | +10,802 | New |
| Wasatch Advisors Inc | 10,805 | $966.8K | 0.01% | −7,100−39.7% | Reduced |
| JustInvest LLC | 10,887 | $974.2K | 0.01% | +923+9.3% | Added |
| Mutual of America Capital Management LLC | 11,062 | $989.8K | 0.01% | −25,656−69.9% | Reduced |
| Brinker Capital Investments, LLC | 11,129 | $995.8K | 0.01% | +1,851+20.0% | Added |
| Truvestments Capital LLC | 11,458 | $1.03M | 0.15% | +1,588+16.1% | Added |
| Rakuten Investment Management, Inc. | 11,404 | $1.03M | 0.00% | −5,008−30.5% | Reduced |
| Bosman Wealth Management, LLC | 11,558 | $1.03M | 0.64% | +11,558 | New |
| Xponance, Inc. | 11,650 | $1.04M | 0.01% | −6,395−35.4% | Reduced |
| Rehmann Capital Advisory Group | 11,884 | $1.06M | 0.05% | +308+2.7% | Added |
| Ritholtz Wealth Management | 11,959 | $1.07M | 0.02% | −10,615−47.0% | Reduced |
| Occudo Quantitative Strategies LP | 12,003 | $1.07M | 0.06% | +12,003 | New |
| Walleye Trading LLC | 12,411 | $1.11M | 0.02% | +4,874+64.7% | Added |
| Crossingbridge Advisors, LLC | 12,500 | $1.12M | 0.20% | +2,500+25.0% | Added |
| AlphaCentric Advisors LLC | 12,500 | $1.12M | 0.95% | +2,500+25.0% | Added |
| Daiwa Securities Group Inc. | 12,624 | $1.13M | 0.00% | −6,089−32.5% | Reduced |
| Numerai GP LLC | 12,828 | $1.15M | 0.09% | −2,187−14.6% | Reduced |
| Sone Capital Management, LLC | 12,992 | $1.16M | 0.09% | +12,992 | New |
| Catalyst Funds Management Pty Ltd | 13,100 | $1.17M | 0.07% | +13,100 | New |
| Oregon Public Employees Retirement Fund | 13,172 | $1.18M | 0.01% | +500+3.9% | Added |
| Carnegie Lake Advisors LLC | 13,344 | $1.19M | 0.45% | −200−1.5% | Reduced |
| Thoroughbred Financial Services, LLC | 13,598 | $1.22M | 0.06% | −3,281−19.4% | Reduced |
| Pathstone Holdings, LLC | 13,710 | $1.23M | 0.00% | −1,844−11.9% | Reduced |
| Dark Forest Capital Management LP | 13,747 | $1.23M | 0.08% | −4,223−23.5% | Reduced |
| State of Tennessee, Treasury Department | 13,804 | $1.24M | 0.00% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 13,970 | $1.25M | 0.50% | 00.0% | Unchanged |
| Shay Capital LLC | 14,250 | $1.28M | 0.14% | −150−1.0% | Reduced |
| Assetmark, Inc | 14,423 | $1.29M | 0.00% | −5,896−29.0% | Reduced |
| US Bancorp | 14,426 | $1.29M | 0.00% | +2,442+20.4% | Added |
| Intellectus Partners, LLC | 14,450 | $1.29M | 0.22% | +6,425+80.1% | Added |
| Truist Financial Corp | 14,631 | $1.31M | 0.00% | −1,490−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 14,681 | $1.31M | 0.00% | +4,853+49.4% | Added |
| Waratah Capital Advisors Ltd. | 14,970 | $1.34M | 0.10% | +14,970 | New |
| Soapstone Management L.P. | 15,000 | $1.34M | 0.98% | 00.0% | Unchanged |
| Regents Gate Capital LLP | 15,507 | $1.39M | 1.85% | +15,507 | New |
| Ameritas Investment Partners, Inc. | 15,669 | $1.40M | 0.04% | +3,206+25.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,754 | $1.40M | 0.01% | −2,746−14.8% | Reduced |
| LRT Capital Management, LLC | 15,844 | $1.42M | 0.92% | +7,304+85.5% | Added |
| Utah Retirement Systems | 15,906 | $1.42M | 0.01% | −1,772−10.0% | Reduced |
| Yousif Capital Management, LLC | 15,926 | $1.43M | 0.02% | +878+5.8% | Added |
| Palogic Value Management, L.P. | 16,277 | $1.46M | 0.52% | +16,277 | New |
| Welch Capital Partners LLC | 16,301 | $1.46M | 0.29% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 16,371 | $1.46M | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 16,636 | $1.49M | 0.09% | +2,708+19.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,000 | $1.52M | 0.00% | −1,239−6.8% | Reduced |