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 |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 262,500 | $23.5M | 0.56% | −70,000−21.1% | Reduced |
| Lodge Hill Capital, LLC | 271,700 | $24.3M | 4.08% | −61,300−18.4% | Reduced |
| Nuveen, LLC | 277,776 | $24.9M | 0.01% | −40,514−12.7% | Reduced |
| Envestnet Asset Management Inc | 291,864 | $26.1M | 0.01% | −24,482−7.7% | Reduced |
| JB Capital Partners LP | 292,265 | $26.2M | 4.05% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 296,590 | $26.5M | 2.13% | +2,911+1.0% | Added |
| Stifel Financial Corp | 297,974 | $26.7M | 0.02% | +20,772+7.5% | Added |
| UBS Asset Management Americas Inc | 303,482 | $27.2M | 0.00% | −211,734−41.1% | Reduced |
| Commerce Bank | 307,514 | $27.5M | 0.12% | −86,628−22.0% | Reduced |
| Qube Research & Technologies Ltd | 319,262 | $28.6M | 0.03% | +286,327+869.4% | Added |
| Anchor Capital Advisors LLC | 336,660 | $30.1M | 0.85% | −11,920−3.4% | Reduced |
| Victory Capital Management Inc | 338,155 | $30.3M | 0.02% | −52,230−13.4% | Reduced |
| Seizert Capital Partners, LLC | 343,172 | $30.7M | 1.27% | −14,938−4.2% | Reduced |
| Millennium Management LLC | 354,523 | $31.7M | 0.02% | −216,739−37.9% | Reduced |
| Royal Bank of Canada | 362,746 | $32.5M | 0.01% | −189,121−34.3% | Reduced |
| Citigroup Inc | 395,219 | $35.4M | 0.02% | −15,021−3.7% | Reduced |
| Wells Fargo & Company | 402,128 | $36.0M | 0.01% | −22,328−5.3% | Reduced |
| Amundi | 427,709 | $38.3M | 0.01% | −132,858−23.7% | Reduced |
| Citadel Advisors LLC | 465,506 | $41.7M | 0.02% | −71,763−13.4% | Reduced |
| Fiera Capital Corp | 473,608 | $42.4M | 0.15% | −213,281−31.1% | Reduced |
| Robotti Robert | 510,158 | $45.6M | 7.37% | −13,439−2.6% | Reduced |
| Bessemer Group Inc | 520,668 | $46.6M | 0.06% | −7,388−1.4% | Reduced |
| JPMorgan Chase & Co | 512,218 | $46.8M | 0.00% | +195,333+61.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 553,722 | $49.5M | 5.60% | +325,512+142.6% | Added |
| Bank of New York Mellon Corp | 554,604 | $49.6M | 0.01% | +17,177+3.2% | Added |
| Capital Research Global Investors | 593,700 | $53.2M | 0.01% | +593,700 | New |
| Caisse de Depot Et Placement du Quebec | 598,900 | $53.6M | 0.08% | +198,336+49.5% | Added |
| Vanguard Fiduciary Trust Co | 599,598 | $53.7M | 0.01% | −18,421−3.0% | Reduced |
| L1 Capital Pty Ltd | 600,269 | $53.7M | 1.81% | +307,766+105.2% | Added |
| Zurich Insurance Group Ltd | 602,233 | $53.9M | 0.37% | +488,173+428.0% | Added |
| Allianz Asset Management GmbH | 603,440 | $54.0M | 0.05% | +383,708+174.6% | Added |
| Long Focus Capital Management, LLC | 617,000 | $55.2M | 2.25% | +138,000+28.8% | Added |
| Deutsche Bank AG | 619,057 | $55.4M | 0.02% | −515,448−45.4% | Reduced |
| Frontier Capital Management Co LLC | 651,389 | $58.3M | 0.54% | −209,105−24.3% | Reduced |
| Westfield Capital Management Co LP | 656,421 | $58.7M | 0.19% | +656,421 | New |
| Clearbridge Investments, LLC | 717,266 | $64.2M | 0.05% | +47,762+7.1% | Added |
| Atlas FRM LLC | 718,000 | $64.2M | 2.75% | +641,000+832.5% | Added |
| UBS Group AG | 760,514 | $68.1M | 0.01% | +9,387+1.2% | Added |
| Evercore Wealth Management, LLC | 769,146 | $68.8M | 0.97% | −33,572−4.2% | Reduced |
| Loews Corp | 780,000 | $69.8M | 0.56% | +40,000+5.4% | Added |
| FMR LLC | 795,290 | $71.2M | 0.00% | −471,014−37.2% | Reduced |
| Massachusetts Financial Services Co | 809,251 | $72.4M | 0.02% | −209,364−20.6% | Reduced |
| Jupiter Topco LLC | 826,290 | $73.9M | 0.03% | +826,290 | New |
| Norges Bank | 860,958 | $77.0M | 0.01% | +860,958 | New |
| Colony Group, LLC | 881,993 | $78.9M | 0.08% | −781,207−47.0% | Reduced |
| Ameriprise Financial Inc | 888,118 | $79.5M | 0.02% | +681,391+329.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 891,669 | $79.8M | 0.10% | +69,073+8.4% | Added |
| Northern Trust Corp | 898,310 | $80.4M | 0.01% | −56,462−5.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 915,658 | $81.9M | 0.04% | +632,494+223.4% | Added |
| Bank of America Corp | 936,880 | $83.8M | 0.01% | +51,799+5.9% | Added |
| Capital World Investors | 1,005,583 | $90.0M | 0.01% | +226,385+29.1% | Added |
| Holocene Advisors, LP | 1,066,869 | $95.5M | 0.22% | +503,988+89.5% | Added |
| Public Sector Pension Investment Board | 1,074,139 | $96.1M | 0.25% | +12,907+1.2% | Added |
| Charles Schwab Investment Management Inc | 1,222,034 | $109.3M | 0.01% | +100,957+9.0% | Added |
| Goldman Sachs Group Inc | 1,391,799 | $124.5M | 0.01% | −325,005−18.9% | Reduced |
| Diamond Hill Capital Management Inc | 1,507,684 | $134.9M | 1.08% | −256,250−14.5% | Reduced |
| Morgan Stanley | 1,552,867 | $139.0M | 0.01% | +139,636+9.9% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,639,222 | $146.7M | 0.42% | +1,639,222 | New |
| Sands Capital Management, LLC | 2,283,236 | $204.3M | 0.76% | −337,849−12.9% | Reduced |
| Brave Warrior Advisors, LLC | 2,340,571 | $209.4M | 4.56% | −31,721−1.3% | Reduced |
| Coliseum Capital Management, LLC | 2,598,218 | $232.5M | 20.00% | +505,000+24.1% | Added |
| Geode Capital Management, LLC | 2,834,402 | $253.2M | 0.01% | −50,117−1.7% | Reduced |
| Invesco Ltd. | 3,346,367 | $299.4M | 0.02% | +742,045+28.5% | Added |
| Dimensional Fund Advisors LP | 3,439,279 | $307.8M | 0.06% | +471,535+15.9% | Added |
| Wellington Management Group LLP | 3,465,251 | $310.1M | 0.05% | −214,206−5.8% | Reduced |
| Pictet Asset Management Holding SA | 3,801,076 | $340.1M | 0.33% | +2,422,744+175.8% | Added |
| Capital International Investors | 3,907,321 | $349.6M | 0.07% | +964,190+32.8% | Added |
| Vanguard Portfolio Management LLC | 4,162,116 | $372.4M | 0.02% | −156,679−3.6% | Reduced |
| State Street Corp | 4,839,758 | $433.1M | 0.01% | −280,332−5.5% | Reduced |
| Vanguard Capital Management LLC | 6,854,631 | $613.4M | 0.01% | −172,443−2.5% | Reduced |
| BlackRock, Inc. | 7,833,417 | $700.9M | 0.01% | −927,860−10.6% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −572,626−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −386,254−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −287,606−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −273,723−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −235,549−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −228,437−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −220,241−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −203,336−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −159,958−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −104,847−100.0% | Sold out |
| RIHO Partners, LLC | 0 | $0 | 0.00% | −99,387−100.0% | Sold out |
| Mountaineer Partners Management, LLC | 0 | $0 | 0.00% | −98,203−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −97,991−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −91,507−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −89,118−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −84,501−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −81,345−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −72,198−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −70,766−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −68,839−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −60,369−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −60,289−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −43,920−100.0% | Sold out |
| Old West Investment Management, LLC | 0 | $0 | 0.00% | −42,219−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −34,281−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −33,893−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −29,956−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −23,919−100.0% | Sold out |