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 |
|---|---|---|---|---|---|
| Prescott Group Capital Management, L.L.C. | 17,041 | $1.52M | 0.13% | 00.0% | Unchanged |
| Buckland Partners Management Co LLC | 17,100 | $1.53M | 0.75% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 17,226 | $1.54M | 0.01% | +1,948+12.8% | Added |
| TD Asset Management Inc | 17,234 | $1.54M | 0.00% | −11,958−41.0% | Reduced |
| Toroso Investments, LLC | 17,294 | $1.55M | 0.00% | −2,066−10.7% | Reduced |
| Blair William & Co | 17,296 | $1.55M | 0.00% | +3,846+28.6% | Added |
| Woodline Partners LP | 17,352 | $1.55M | 0.00% | +5,236+43.2% | Added |
| Toronto Dominion Bank | 17,943 | $1.61M | 0.00% | −14,493−44.7% | Reduced |
| Amalgamated Bank | 18,542 | $1.66M | 0.01% | −1,505−7.5% | Reduced |
| Summit Trail Advisors, LLC | 18,951 | $1.70M | 0.02% | +5,305+38.9% | Added |
| Miller Value Partners, LLC | 19,115 | $1.71M | 0.40% | +222+1.2% | Added |
| Capital Group Private Client Services, Inc. | 19,389 | $1.73M | 0.02% | +19,389 | New |
| M&T Bank Corp | 19,523 | $1.75M | 0.01% | +3,059+18.6% | Added |
| Tweedy, Browne Co LLC | 19,598 | $1.75M | 0.13% | +19,598 | New |
| Tabor Asset Management, LP | 20,245 | $1.81M | 0.56% | +897+4.6% | Added |
| ProShare Advisors LLC | 20,266 | $1.81M | 0.00% | +99+0.5% | Added |
| Scotia Capital Inc. | 20,388 | $1.82M | 0.01% | +1,038+5.4% | Added |
| ARGA Investment Management, LP | 20,412 | $1.83M | 0.05% | +20,412 | New |
| Capital Investment Advisors, LLC | 20,577 | $1.84M | 0.02% | +348+1.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,833 | $1.86M | 0.01% | −4,516−17.8% | Reduced |
| Voya Investment Management LLC | 20,978 | $1.88M | 0.00% | −712−3.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 21,343 | $1.91M | 0.17% | +2,813+15.2% | Added |
| Vise Technologies, Inc. | 21,433 | $1.92M | 0.02% | −1,674−7.2% | Reduced |
| CWM Advisors, LLC | 21,866 | $1.96M | 0.08% | +644+3.0% | Added |
| Hudson Bay Capital Management LP | 21,867 | $1.96M | 0.01% | −18,496−45.8% | Reduced |
| XTX Topco Ltd | 22,299 | $2.00M | 0.03% | −40,667−64.6% | Reduced |
| Retirement Systems of Alabama | 22,596 | $2.02M | 0.01% | −887−3.8% | Reduced |
| Inkwell Capital LLC | 22,630 | $2.02M | 2.11% | +100.0% | Added |
| Polianta Ltd | 22,900 | $2.05M | 0.25% | +6,200+37.1% | Added |
| Fulcrum Asset Management LLP | 22,819 | $2.07M | 0.21% | +22,819 | New |
| Group One Trading, L.P. | 23,094 | $2.07M | 0.06% | −1,467−6.0% | Reduced |
| Schroder Investment Management Group | 23,009 | $2.08M | 0.00% | +11,590+101.5% | Added |
| Janney Montgomery Scott LLC | 23,328 | $2.09M | 0.00% | +1,735+8.0% | Added |
| Exchange Traded Concepts, LLC | 23,365 | $2.09M | 0.01% | +20,799+810.6% | Added |
| Stratos Wealth Partners, LTD. | 23,382 | $2.09M | 0.02% | +1,025+4.6% | Added |
| Nomura Asset Management Co Ltd | 23,559 | $2.11M | 0.00% | −24,885−51.4% | Reduced |
| HighTower Advisors, LLC | 23,693 | $2.12M | 0.00% | −3,921−14.2% | Reduced |
| CIBC Asset Management Inc | 23,709 | $2.12M | 0.00% | −2,980−11.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,757 | $2.13M | 0.01% | −2,002−7.8% | Reduced |
| Rockefeller Capital Management L.P. | 23,768 | $2.13M | 0.00% | +4,277+21.9% | Added |
| Baird Financial Group, Inc. | 23,947 | $2.14M | 0.00% | +3,459+16.9% | Added |
| KLP Kapitalforvaltning AS | 24,400 | $2.18M | 0.01% | −13,500−35.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,746 | $2.21M | 0.00% | +1,910+8.4% | Added |
| Bridges Investment Management Inc | 24,955 | $2.23M | 0.03% | +107+0.4% | Added |
| Hantz Financial Services, Inc. | 25,709 | $2.30M | 0.03% | −377−1.4% | Reduced |
| Sciencast Management LP | 25,839 | $2.31M | 0.48% | +25,839 | New |
| Intrinsic Value Partners, LLC | 26,805 | $2.40M | 1.64% | +2,060+8.3% | Added |
| Thrivent Financial for Lutherans | 26,827 | $2.40M | 0.00% | −53,599−66.6% | Reduced |
| Pecaut & Co. | 26,865 | $2.40M | 0.73% | 00.0% | Unchanged |
| Occam Crest Management LP | 35,500 | $2.41M | 1.33% | −4,000−10.1% | Reduced |
| Qsemble Capital Management, LP | 26,999 | $2.42M | 0.31% | +26,999 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,389 | $2.43M | 0.00% | −30,027−53.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 27,245 | $2.44M | 0.01% | −24,142−47.0% | Reduced |
| State of Michigan Retirement System | 27,500 | $2.46M | 0.01% | −7,000−20.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,646 | $2.47M | 0.01% | −5,971−17.8% | Reduced |
| Boston Partners | 28,126 | $2.52M | 0.00% | −1,574,234−98.2% | Reduced |
| HRT Financial LP | 28,470 | $2.55M | 0.00% | +28,470 | New |
| American Century Companies Inc | 28,855 | $2.58M | 0.00% | +11,964+70.8% | Added |
| New York Life Investment Management LLC | 28,863 | $2.58M | 0.02% | +152+0.5% | Added |
| Mercer Global Advisors Inc | 28,910 | $2.59M | 0.00% | −3,727−11.4% | Reduced |
| Arizona State Retirement System | 29,757 | $2.66M | 0.01% | −285−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 29,865 | $2.67M | 0.01% | −1,714−5.4% | Reduced |
| Credit Agricole S A | 29,952 | $2.68M | 0.01% | +25,601+588.4% | Added |
| Squarepoint Ops LLC | 30,329 | $2.71M | 0.01% | +27,389+931.6% | Added |
| Czech National Bank | 30,616 | $2.74M | 0.01% | +500+1.7% | Added |
| Jain Global LLC | 30,864 | $2.76M | 0.03% | +30,864 | New |
| Algert Global LLC | 31,270 | $2.80M | 0.03% | +31,270 | New |
| Pacer Advisors, Inc. | 31,847 | $2.85M | 0.01% | +22,684+247.6% | Added |
| Natixis | 32,161 | $2.88M | 0.01% | +20,928+186.3% | Added |
| Great West Life Assurance Co | 32,213 | $2.88M | 0.00% | −17,597−35.3% | Reduced |
| Handelsbanken Fonder AB | 32,619 | $2.92M | 0.01% | −1,600−4.7% | Reduced |
| Wall Street Access Asset Management, LLC | 32,743 | $2.93M | 0.42% | +9,650+41.8% | Added |
| MetLife Investment Management | 33,598 | $3.01M | 0.01% | −29,182−46.5% | Reduced |
| Ascent Group, LLC | 34,128 | $3.05M | 0.09% | +298+0.9% | Added |
| Mather Group, LLC. | 34,489 | $3.09M | 0.03% | +34,304+18,542.7% | Added |
| CI Private Wealth, LLC | 34,841 | $3.12M | 0.00% | −4,025−10.4% | Reduced |
| Silvant Capital Management LLC | 35,152 | $3.15M | 0.09% | +35,152 | New |
| Highland Capital Management, LLC | 35,270 | $3.16M | 0.15% | +20+0.1% | Added |
| New Age Alpha Advisors, LLC | 35,515 | $3.18M | 0.13% | +35,515 | New |
| State of New Jersey Common Pension Fund D | 35,613 | $3.19M | 0.01% | −1,604−4.3% | Reduced |
| Jefferies Financial Group Inc. | 35,772 | $3.20M | 0.03% | +26,640+291.7% | Added |
| Rockbridge Capital Management LLC | 36,192 | $3.24M | 2.12% | +3,283+10.0% | Added |
| Davenport & Co LLC | 36,309 | $3.27M | 0.02% | +5,922+19.5% | Added |
| Regal Investment Advisors LLC | 36,974 | $3.31M | 0.17% | +2,836+8.3% | Added |
| Man Group plc | 37,446 | $3.35M | 0.01% | +2,384+6.8% | Added |
| Empowered Funds, LLC | 37,453 | $3.35M | 0.02% | −86−0.2% | Reduced |
| Jones Financial Companies LLLP | 38,090 | $3.40M | 0.00% | +14,660+62.6% | Added |
| Captrust Financial Advisors | 38,097 | $3.41M | 0.01% | −18,393−32.6% | Reduced |
| CIBC Bancorp USA Inc. | 38,423 | $3.43M | 0.00% | −2,658−6.5% | Reduced |
| Walleye Capital LLC | 39,793 | $3.56M | 0.02% | +39,793 | New |
| Y-Intercept (Hong Kong) Ltd | 39,914 | $3.57M | 0.07% | +39,914 | New |
| Natixis Advisors, L.P. | 39,976 | $3.58M | 0.00% | +17,099+74.7% | Added |
| Two Sigma Investments, LP | 41,224 | $3.69M | 0.00% | +34,647+526.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,434 | $3.71M | 0.01% | −19,978−32.5% | Reduced |
| Korea Investment CORP | 42,166 | $3.77M | 0.01% | −64,629−60.5% | Reduced |
| Kempen Capital Management N.V. | 42,544 | $3.81M | 0.03% | +5,064+13.5% | Added |
| Fifth Third Bancorp | 43,059 | $3.85M | 0.01% | −10,957−20.3% | Reduced |
| MML Investors Services, LLC | 45,775 | $4.10M | 0.01% | +5,589+13.9% | Added |
| Banque Transatlantique SA | 46,985 | $4.19M | 0.09% | +1,246+2.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,683 | $4.27M | 0.03% | +31,047+186.6% | Added |