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 |
|---|---|---|---|---|---|
| Stadium Capital Management LLC | 158,894 | $14.2M | 67.68% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 157,297 | $14.1M | 0.13% | +156,285+15,443.2% | Added |
| Quantinno Capital Management LP | 157,009 | $14.0M | 0.02% | +92,624+143.9% | Added |
| Mountain Lake Investment Management LLC | 147,867 | $13.2M | 8.24% | +43,226+41.3% | Added |
| Parnassus Investments | 144,903 | $13.0M | 0.03% | −4,413−3.0% | Reduced |
| New York State Common Retirement Fund | 143,879 | $12.9M | 0.02% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 142,094 | $12.7M | 1.48% | +142,094 | New |
| SG Americas Securities, LLC | 140,357 | $12.6M | 0.01% | +89,823+177.7% | Added |
| Marshall Wace, LLP | 139,552 | $12.5M | 0.01% | −636,581−82.0% | Reduced |
| Moore Capital Management, LP | 139,385 | $12.5M | 0.28% | −102,408−42.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 136,613 | $12.2M | 0.01% | −110,225−44.7% | Reduced |
| AQR Capital Management LLC | 133,091 | $11.9M | 0.00% | −5,658−4.1% | Reduced |
| Paradigm Capital Management Inc | 131,250 | $11.7M | 0.32% | +45,500+53.1% | Added |
| South Dakota Investment Council | 131,041 | $11.7M | 0.20% | +97,540+291.2% | Added |
| Hauser Brothers GmbH | 128,900 | $11.5M | 13.89% | +3,400+2.7% | Added |
| California State Teachers Retirement System | 124,920 | $11.2M | 0.01% | −39,752−24.1% | Reduced |
| Bank of Montreal | 124,650 | $11.2M | 0.00% | +63,566+104.1% | Added |
| Alliancebernstein L.P. | 133,272 | $11.0M | 0.00% | −1,713−1.3% | Reduced |
| Rafferty Asset Management, LLC | 119,230 | $10.7M | 0.02% | +25,791+27.6% | Added |
| Tudor Investment Corp Et Al | 118,626 | $10.6M | 0.04% | +118,626 | New |
| California Public Employees Retirement System | 118,434 | $10.6M | 0.01% | −58,725−33.1% | Reduced |
| Principal Financial Group Inc | 117,324 | $10.5M | 0.01% | −5,851−4.8% | Reduced |
| KBC Group NV | 109,292 | $9.78M | 0.02% | +79,371+265.3% | Added |
| Thornburg Investment Management Inc | 108,892 | $9.74M | 0.09% | −70,212−39.2% | Reduced |
| Edgestream Partners, L.P. | 106,747 | $9.55M | 0.28% | +85,470+401.7% | Added |
| Vanguard Asset Management, Ltd | 105,254 | $9.42M | 0.01% | +48,852+86.6% | Added |
| Monimus Capital Management, LP | 103,173 | $9.23M | 2.35% | +83,501+424.5% | Added |
| Punch & Associates Investment Management, Inc. | 100,211 | $8.97M | 0.44% | −28,327−22.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 99,121 | $8.87M | 0.01% | −48,640−32.9% | Reduced |
| Schwartz Investment Counsel Inc | 98,135 | $8.78M | 0.29% | −45,465−31.7% | Reduced |
| Michelson Medical Research Foundation, Inc. | 97,000 | $8.68M | 8.02% | +97,000 | New |
| State Board of Administration of Florida Retirement System | 96,673 | $8.65M | 0.01% | −8,420−8.0% | Reduced |
| Greatmark Investment Partners, Inc. | 96,339 | $8.62M | 0.95% | +29,042+43.2% | Added |
| Assenagon Asset Management S.A. | 96,157 | $8.60M | 0.01% | +88,580+1,169.1% | Added |
| Turtle Creek Asset Management Inc. | 96,090 | $8.60M | 0.34% | +1,100+1.2% | Added |
| Adage Capital Partners GP, L.L.C. | 95,900 | $8.58M | 0.01% | +30,200+46.0% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 91,464 | $8.18M | 0.28% | −349−0.4% | Reduced |
| 683 Capital Management, LLC | 90,000 | $8.05M | 0.74% | +10,000+12.5% | Added |
| Wedge Capital Management L L P | 89,477 | $8.01M | 0.13% | +5,268+6.3% | Added |
| New York State Teachers Retirement System | 84,723 | $7.58M | 0.01% | −3,570−4.0% | Reduced |
| Moran Wealth Management, LLC | 84,071 | $7.52M | 0.21% | +14,560+20.9% | Added |
| Manufacturers Life Insurance Company, The | 81,775 | $7.32M | 0.01% | +1,701+2.1% | Added |
| Illinois Municipal Retirement Fund | 77,729 | $6.96M | 0.08% | −21,648−21.8% | Reduced |
| National Bank of Canada | 75,810 | $6.78M | 0.01% | +49,765+191.1% | Added |
| Main Street Financial Solutions, LLC | 75,685 | $6.77M | 0.43% | +54,977+265.5% | Added |
| Russell Investments Group, Ltd. | 75,214 | $6.73M | 0.01% | +1,756+2.4% | Added |
| Investment House LLC | 74,600 | $6.68M | 0.30% | −21,361−22.3% | Reduced |
| Marathon Capital Management | 74,278 | $6.65M | 1.35% | +15,282+25.9% | Added |
| Commonwealth Equity Services, LLC | 74,183 | $6.64M | 0.01% | +28,049+60.8% | Added |
| Royce & Associates LP | 73,986 | $6.62M | 0.05% | +865+1.2% | Added |
| CastleKnight Management LP | 72,800 | $6.51M | 0.24% | +72,800 | New |
| State of Wisconsin Investment Board | 67,570 | $6.05M | 0.01% | −23,049−25.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 64,626 | $5.78M | 1.59% | +12,160+23.2% | Added |
| APG Asset Management N.V. | 73,062 | $5.72M | 0.01% | +44,859+159.1% | Added |
| Hudson Value Partners, LLC | 60,904 | $5.45M | 1.37% | +5,620+10.2% | Added |
| Edentree Asset Management Ltd | 56,800 | $5.08M | 1.55% | 00.0% | Unchanged |
| Cna Financial Corp | 55,000 | $4.92M | 2.06% | +55,000 | New |
| Treasurer of the State of North Carolina | 54,663 | $4.89M | 0.01% | +8,216+17.7% | Added |
| Polar Capital Holdings Plc | 53,169 | $4.76M | 0.01% | −11,540−17.8% | Reduced |
| Prudential Financial Inc | 52,645 | $4.71M | 0.01% | −2,160−3.9% | Reduced |
| Dana Investment Advisors, Inc. | 52,432 | $4.69M | 0.12% | +5,023+10.6% | Added |
| Creative Planning | 52,136 | $4.67M | 0.00% | +21,802+71.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 51,943 | $4.65M | 0.01% | −2,535−4.7% | Reduced |
| Bridgewater Associates, LP | 51,283 | $4.59M | 0.02% | +47,221+1,162.5% | Added |
| Advisor Group Holdings, Inc. | 51,237 | $4.58M | 0.01% | +20,111+64.6% | Added |
| Heartland Advisors Inc | 51,134 | $4.58M | 0.20% | −2,500−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 48,591 | $4.35M | 0.02% | −28,859−37.3% | Reduced |
| Cetera Investment Advisers | 48,210 | $4.31M | 0.00% | +7,092+17.2% | Added |
| Altus Wealth Group LLC | 48,075 | $4.30M | 1.55% | +90.0% | Added |
| Diversified Investment Strategies, LLC | 48,032 | $4.30M | 2.78% | +412+0.9% | Added |
| DekaBank Deutsche Girozentrale | 54,675 | $4.29M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 47,683 | $4.27M | 0.03% | +31,047+186.6% | Added |
| Banque Transatlantique SA | 46,985 | $4.19M | 0.09% | +1,246+2.7% | Added |
| MML Investors Services, LLC | 45,775 | $4.10M | 0.01% | +5,589+13.9% | Added |
| Fifth Third Bancorp | 43,059 | $3.85M | 0.01% | −10,957−20.3% | Reduced |
| Kempen Capital Management N.V. | 42,544 | $3.81M | 0.03% | +5,064+13.5% | Added |
| Korea Investment CORP | 42,166 | $3.77M | 0.01% | −64,629−60.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,434 | $3.71M | 0.01% | −19,978−32.5% | Reduced |
| Two Sigma Investments, LP | 41,224 | $3.69M | 0.00% | +34,647+526.8% | Added |
| Natixis Advisors, L.P. | 39,976 | $3.58M | 0.00% | +17,099+74.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 39,914 | $3.57M | 0.07% | +39,914 | New |
| Walleye Capital LLC | 39,793 | $3.56M | 0.02% | +39,793 | New |
| CIBC Bancorp USA Inc. | 38,423 | $3.43M | 0.00% | −2,658−6.5% | Reduced |
| Captrust Financial Advisors | 38,097 | $3.41M | 0.01% | −18,393−32.6% | Reduced |
| Jones Financial Companies LLLP | 38,090 | $3.40M | 0.00% | +14,660+62.6% | Added |
| Empowered Funds, LLC | 37,453 | $3.35M | 0.02% | −86−0.2% | Reduced |
| Man Group plc | 37,446 | $3.35M | 0.01% | +2,384+6.8% | Added |
| Regal Investment Advisors LLC | 36,974 | $3.31M | 0.17% | +2,836+8.3% | Added |
| Davenport & Co LLC | 36,309 | $3.27M | 0.02% | +5,922+19.5% | Added |
| Rockbridge Capital Management LLC | 36,192 | $3.24M | 2.12% | +3,283+10.0% | Added |
| Jefferies Financial Group Inc. | 35,772 | $3.20M | 0.03% | +26,640+291.7% | Added |
| State of New Jersey Common Pension Fund D | 35,613 | $3.19M | 0.01% | −1,604−4.3% | Reduced |
| New Age Alpha Advisors, LLC | 35,515 | $3.18M | 0.13% | +35,515 | New |
| Highland Capital Management, LLC | 35,270 | $3.16M | 0.15% | +20+0.1% | Added |
| Silvant Capital Management LLC | 35,152 | $3.15M | 0.09% | +35,152 | New |
| CI Private Wealth, LLC | 34,841 | $3.12M | 0.00% | −4,025−10.4% | Reduced |
| Mather Group, LLC. | 34,489 | $3.09M | 0.03% | +34,304+18,542.7% | Added |
| Ascent Group, LLC | 34,128 | $3.05M | 0.09% | +298+0.9% | Added |
| MetLife Investment Management | 33,598 | $3.01M | 0.01% | −29,182−46.5% | Reduced |
| Wall Street Access Asset Management, LLC | 32,743 | $2.93M | 0.42% | +9,650+41.8% | Added |