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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 54,675 | $4.29M | 0.01% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 48,032 | $4.30M | 2.78% | +412+0.9% | Added |
| Altus Wealth Group LLC | 48,075 | $4.30M | 1.55% | +90.0% | Added |
| Cetera Investment Advisers | 48,210 | $4.31M | 0.00% | +7,092+17.2% | Added |
| O'Shaughnessy Asset Management, LLC | 48,591 | $4.35M | 0.02% | −28,859−37.3% | Reduced |
| Heartland Advisors Inc | 51,134 | $4.58M | 0.20% | −2,500−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 51,237 | $4.58M | 0.01% | +20,111+64.6% | Added |
| Bridgewater Associates, LP | 51,283 | $4.59M | 0.02% | +47,221+1,162.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 51,943 | $4.65M | 0.01% | −2,535−4.7% | Reduced |
| Creative Planning | 52,136 | $4.67M | 0.00% | +21,802+71.9% | Added |
| Dana Investment Advisors, Inc. | 52,432 | $4.69M | 0.12% | +5,023+10.6% | Added |
| Prudential Financial Inc | 52,645 | $4.71M | 0.01% | −2,160−3.9% | Reduced |
| Polar Capital Holdings Plc | 53,169 | $4.76M | 0.01% | −11,540−17.8% | Reduced |
| Treasurer of the State of North Carolina | 54,663 | $4.89M | 0.01% | +8,216+17.7% | Added |
| Cna Financial Corp | 55,000 | $4.92M | 2.06% | +55,000 | New |
| Edentree Asset Management Ltd | 56,800 | $5.08M | 1.55% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 60,904 | $5.45M | 1.37% | +5,620+10.2% | Added |
| APG Asset Management N.V. | 73,062 | $5.72M | 0.01% | +44,859+159.1% | Added |
| Westbourne Investment Advisors, Inc. | 64,626 | $5.78M | 1.59% | +12,160+23.2% | Added |
| State of Wisconsin Investment Board | 67,570 | $6.05M | 0.01% | −23,049−25.4% | Reduced |
| CastleKnight Management LP | 72,800 | $6.51M | 0.24% | +72,800 | New |
| Royce & Associates LP | 73,986 | $6.62M | 0.05% | +865+1.2% | Added |
| Commonwealth Equity Services, LLC | 74,183 | $6.64M | 0.01% | +28,049+60.8% | Added |
| Marathon Capital Management | 74,278 | $6.65M | 1.35% | +15,282+25.9% | Added |
| Investment House LLC | 74,600 | $6.68M | 0.30% | −21,361−22.3% | Reduced |
| Russell Investments Group, Ltd. | 75,214 | $6.73M | 0.01% | +1,756+2.4% | Added |
| Main Street Financial Solutions, LLC | 75,685 | $6.77M | 0.43% | +54,977+265.5% | Added |
| National Bank of Canada | 75,810 | $6.78M | 0.01% | +49,765+191.1% | Added |
| Illinois Municipal Retirement Fund | 77,729 | $6.96M | 0.08% | −21,648−21.8% | Reduced |
| Manufacturers Life Insurance Company, The | 81,775 | $7.32M | 0.01% | +1,701+2.1% | Added |
| Moran Wealth Management, LLC | 84,071 | $7.52M | 0.21% | +14,560+20.9% | Added |
| New York State Teachers Retirement System | 84,723 | $7.58M | 0.01% | −3,570−4.0% | Reduced |
| Wedge Capital Management L L P | 89,477 | $8.01M | 0.13% | +5,268+6.3% | Added |
| 683 Capital Management, LLC | 90,000 | $8.05M | 0.74% | +10,000+12.5% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 91,464 | $8.18M | 0.28% | −349−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 95,900 | $8.58M | 0.01% | +30,200+46.0% | Added |
| Turtle Creek Asset Management Inc. | 96,090 | $8.60M | 0.34% | +1,100+1.2% | Added |
| Assenagon Asset Management S.A. | 96,157 | $8.60M | 0.01% | +88,580+1,169.1% | Added |
| Greatmark Investment Partners, Inc. | 96,339 | $8.62M | 0.95% | +29,042+43.2% | Added |
| State Board of Administration of Florida Retirement System | 96,673 | $8.65M | 0.01% | −8,420−8.0% | Reduced |
| Michelson Medical Research Foundation, Inc. | 97,000 | $8.68M | 8.02% | +97,000 | New |
| Schwartz Investment Counsel Inc | 98,135 | $8.78M | 0.29% | −45,465−31.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 99,121 | $8.87M | 0.01% | −48,640−32.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 100,211 | $8.97M | 0.44% | −28,327−22.0% | Reduced |
| Monimus Capital Management, LP | 103,173 | $9.23M | 2.35% | +83,501+424.5% | Added |
| Vanguard Asset Management, Ltd | 105,254 | $9.42M | 0.01% | +48,852+86.6% | Added |
| Edgestream Partners, L.P. | 106,747 | $9.55M | 0.28% | +85,470+401.7% | Added |
| Thornburg Investment Management Inc | 108,892 | $9.74M | 0.09% | −70,212−39.2% | Reduced |
| KBC Group NV | 109,292 | $9.78M | 0.02% | +79,371+265.3% | Added |
| Principal Financial Group Inc | 117,324 | $10.5M | 0.01% | −5,851−4.8% | Reduced |
| California Public Employees Retirement System | 118,434 | $10.6M | 0.01% | −58,725−33.1% | Reduced |
| Tudor Investment Corp Et Al | 118,626 | $10.6M | 0.04% | +118,626 | New |
| Rafferty Asset Management, LLC | 119,230 | $10.7M | 0.02% | +25,791+27.6% | Added |
| Alliancebernstein L.P. | 133,272 | $11.0M | 0.00% | −1,713−1.3% | Reduced |
| Bank of Montreal | 124,650 | $11.2M | 0.00% | +63,566+104.1% | Added |
| California State Teachers Retirement System | 124,920 | $11.2M | 0.01% | −39,752−24.1% | Reduced |
| Hauser Brothers GmbH | 128,900 | $11.5M | 13.89% | +3,400+2.7% | Added |
| South Dakota Investment Council | 131,041 | $11.7M | 0.20% | +97,540+291.2% | Added |
| Paradigm Capital Management Inc | 131,250 | $11.7M | 0.32% | +45,500+53.1% | Added |
| AQR Capital Management LLC | 133,091 | $11.9M | 0.00% | −5,658−4.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 136,613 | $12.2M | 0.01% | −110,225−44.7% | Reduced |
| Moore Capital Management, LP | 139,385 | $12.5M | 0.28% | −102,408−42.4% | Reduced |
| Marshall Wace, LLP | 139,552 | $12.5M | 0.01% | −636,581−82.0% | Reduced |
| SG Americas Securities, LLC | 140,357 | $12.6M | 0.01% | +89,823+177.7% | Added |
| Foundation Resource Management Inc | 142,094 | $12.7M | 1.48% | +142,094 | New |
| New York State Common Retirement Fund | 143,879 | $12.9M | 0.02% | 00.0% | Unchanged |
| Parnassus Investments | 144,903 | $13.0M | 0.03% | −4,413−3.0% | Reduced |
| Mountain Lake Investment Management LLC | 147,867 | $13.2M | 8.24% | +43,226+41.3% | Added |
| Quantinno Capital Management LP | 157,009 | $14.0M | 0.02% | +92,624+143.9% | Added |
| Picton Mahoney Asset Management | 157,297 | $14.1M | 0.13% | +156,285+15,443.2% | Added |
| Stadium Capital Management LLC | 158,894 | $14.2M | 67.68% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 163,760 | $14.7M | 0.04% | +12,687+8.4% | Added |
| Capital Fund Management S.A. | 167,289 | $15.0M | 0.11% | +167,289 | New |
| Price T Rowe Associates Inc | 167,494 | $15.0M | 0.00% | +2,348+1.4% | Added |
| Littlejohn & Co LLC | 170,671 | $15.3M | 19.44% | 00.0% | Unchanged |
| HSBC Holdings PLC | 178,432 | $16.0M | 0.01% | −40,424−18.5% | Reduced |
| First Trust Advisors LP | 180,307 | $16.1M | 0.01% | +29,984+19.9% | Added |
| Cinctive Capital Management LP | 187,390 | $16.8M | 0.67% | +32,235+20.8% | Added |
| Susquehanna International Group, LLP | 191,490 | $17.1M | 0.02% | +65,863+52.4% | Added |
| Westwood Holdings Group Inc. | 194,265 | $17.4M | 0.13% | +30,111+18.3% | Added |
| SEI Investments Co | 200,342 | $17.9M | 0.02% | −13,055−6.1% | Reduced |
| Rhumbline Advisers | 204,125 | $18.3M | 0.01% | −18,795−8.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 210,183 | $18.8M | 0.34% | +210,183 | New |
| Swiss National Bank | 216,587 | $19.4M | 0.01% | −107,900−33.3% | Reduced |
| Legal & General Group Plc | 218,465 | $19.5M | 0.00% | −224,325−50.7% | Reduced |
| Woodson Capital Management, LP | 220,000 | $19.7M | 3.30% | +20,000+10.0% | Added |
| Tocqueville Asset Management L.P. | 225,588 | $20.2M | 0.27% | +26,063+13.1% | Added |
| Gotham Asset Management, LLC | 227,956 | $20.4M | 0.05% | +91,194+66.7% | Added |
| GoodHaven Capital Management, LLC | 228,760 | $20.5M | 6.46% | +43,330+23.4% | Added |
| Vanguard Global Advisers, LLC | 230,169 | $20.6M | 0.01% | −12,981−5.3% | Reduced |
| LPL Financial LLC | 240,015 | $21.5M | 0.00% | +7,774+3.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,411 | $21.5M | 0.05% | −63,618−20.9% | Reduced |
| Barclays PLC | 243,422 | $21.8M | 0.01% | −218,316−47.3% | Reduced |
| Neuberger Berman Group LLC | 244,625 | $21.9M | 0.01% | −322,673−56.9% | Reduced |
| Long Pond Capital, LP | 245,750 | $22.0M | 2.31% | +245,750 | New |
| BNP Paribas Arbitrage, SA | 246,495 | $22.1M | 0.01% | +35,961+17.1% | Added |
| Cerity Partners LLC | 249,254 | $22.3M | 0.03% | −13,367−5.1% | Reduced |
| Samlyn Capital, LLC | 249,723 | $22.3M | 0.37% | −261,640−51.2% | Reduced |
| RBF Capital, LLC | 258,702 | $23.1M | 0.97% | 00.0% | Unchanged |
| Raymond James Financial Inc | 259,894 | $23.3M | 0.01% | −46,689−15.2% | Reduced |