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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 32,619 | $2.92M | 0.01% | −1,600−4.7% | Reduced |
| Great West Life Assurance Co | 32,213 | $2.88M | 0.00% | −17,597−35.3% | Reduced |
| Natixis | 32,161 | $2.88M | 0.01% | +20,928+186.3% | Added |
| Pacer Advisors, Inc. | 31,847 | $2.85M | 0.01% | +22,684+247.6% | Added |
| Algert Global LLC | 31,270 | $2.80M | 0.03% | +31,270 | New |
| Jain Global LLC | 30,864 | $2.76M | 0.03% | +30,864 | New |
| Czech National Bank | 30,616 | $2.74M | 0.01% | +500+1.7% | Added |
| Squarepoint Ops LLC | 30,329 | $2.71M | 0.01% | +27,389+931.6% | Added |
| Credit Agricole S A | 29,952 | $2.68M | 0.01% | +25,601+588.4% | Added |
| Public Employees Retirement System of Ohio | 29,865 | $2.67M | 0.01% | −1,714−5.4% | Reduced |
| Arizona State Retirement System | 29,757 | $2.66M | 0.01% | −285−0.9% | Reduced |
| Mercer Global Advisors Inc | 28,910 | $2.59M | 0.00% | −3,727−11.4% | Reduced |
| New York Life Investment Management LLC | 28,863 | $2.58M | 0.02% | +152+0.5% | Added |
| American Century Companies Inc | 28,855 | $2.58M | 0.00% | +11,964+70.8% | Added |
| HRT Financial LP | 28,470 | $2.55M | 0.00% | +28,470 | New |
| Boston Partners | 28,126 | $2.52M | 0.00% | −1,574,234−98.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,646 | $2.47M | 0.01% | −5,971−17.8% | Reduced |
| State of Michigan Retirement System | 27,500 | $2.46M | 0.01% | −7,000−20.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 27,245 | $2.44M | 0.01% | −24,142−47.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,389 | $2.43M | 0.00% | −30,027−53.2% | Reduced |
| Qsemble Capital Management, LP | 26,999 | $2.42M | 0.31% | +26,999 | New |
| Occam Crest Management LP | 35,500 | $2.41M | 1.33% | −4,000−10.1% | Reduced |
| Pecaut & Co. | 26,865 | $2.40M | 0.73% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 26,827 | $2.40M | 0.00% | −53,599−66.6% | Reduced |
| Intrinsic Value Partners, LLC | 26,805 | $2.40M | 1.64% | +2,060+8.3% | Added |
| Sciencast Management LP | 25,839 | $2.31M | 0.48% | +25,839 | New |
| Hantz Financial Services, Inc. | 25,709 | $2.30M | 0.03% | −377−1.4% | Reduced |
| Bridges Investment Management Inc | 24,955 | $2.23M | 0.03% | +107+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,746 | $2.21M | 0.00% | +1,910+8.4% | Added |
| KLP Kapitalforvaltning AS | 24,400 | $2.18M | 0.01% | −13,500−35.6% | Reduced |
| Baird Financial Group, Inc. | 23,947 | $2.14M | 0.00% | +3,459+16.9% | Added |
| Rockefeller Capital Management L.P. | 23,768 | $2.13M | 0.00% | +4,277+21.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,757 | $2.13M | 0.01% | −2,002−7.8% | Reduced |
| CIBC Asset Management Inc | 23,709 | $2.12M | 0.00% | −2,980−11.2% | Reduced |
| HighTower Advisors, LLC | 23,693 | $2.12M | 0.00% | −3,921−14.2% | Reduced |
| Nomura Asset Management Co Ltd | 23,559 | $2.11M | 0.00% | −24,885−51.4% | Reduced |
| Stratos Wealth Partners, LTD. | 23,382 | $2.09M | 0.02% | +1,025+4.6% | Added |
| Exchange Traded Concepts, LLC | 23,365 | $2.09M | 0.01% | +20,799+810.6% | Added |
| Janney Montgomery Scott LLC | 23,328 | $2.09M | 0.00% | +1,735+8.0% | Added |
| Schroder Investment Management Group | 23,009 | $2.08M | 0.00% | +11,590+101.5% | Added |
| Group One Trading, L.P. | 23,094 | $2.07M | 0.06% | −1,467−6.0% | Reduced |
| Fulcrum Asset Management LLP | 22,819 | $2.07M | 0.21% | +22,819 | New |
| Polianta Ltd | 22,900 | $2.05M | 0.25% | +6,200+37.1% | Added |
| Inkwell Capital LLC | 22,630 | $2.02M | 2.11% | +100.0% | Added |
| Retirement Systems of Alabama | 22,596 | $2.02M | 0.01% | −887−3.8% | Reduced |
| XTX Topco Ltd | 22,299 | $2.00M | 0.03% | −40,667−64.6% | Reduced |
| Hudson Bay Capital Management LP | 21,867 | $1.96M | 0.01% | −18,496−45.8% | Reduced |
| CWM Advisors, LLC | 21,866 | $1.96M | 0.08% | +644+3.0% | Added |
| Vise Technologies, Inc. | 21,433 | $1.92M | 0.02% | −1,674−7.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 21,343 | $1.91M | 0.17% | +2,813+15.2% | Added |
| Voya Investment Management LLC | 20,978 | $1.88M | 0.00% | −712−3.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,833 | $1.86M | 0.01% | −4,516−17.8% | Reduced |
| Capital Investment Advisors, LLC | 20,577 | $1.84M | 0.02% | +348+1.7% | Added |
| ARGA Investment Management, LP | 20,412 | $1.83M | 0.05% | +20,412 | New |
| Scotia Capital Inc. | 20,388 | $1.82M | 0.01% | +1,038+5.4% | Added |
| ProShare Advisors LLC | 20,266 | $1.81M | 0.00% | +99+0.5% | Added |
| Tabor Asset Management, LP | 20,245 | $1.81M | 0.56% | +897+4.6% | Added |
| Tweedy, Browne Co LLC | 19,598 | $1.75M | 0.13% | +19,598 | New |
| M&T Bank Corp | 19,523 | $1.75M | 0.01% | +3,059+18.6% | Added |
| Capital Group Private Client Services, Inc. | 19,389 | $1.73M | 0.02% | +19,389 | New |
| Miller Value Partners, LLC | 19,115 | $1.71M | 0.40% | +222+1.2% | Added |
| Summit Trail Advisors, LLC | 18,951 | $1.70M | 0.02% | +5,305+38.9% | Added |
| Amalgamated Bank | 18,542 | $1.66M | 0.01% | −1,505−7.5% | Reduced |
| Toronto Dominion Bank | 17,943 | $1.61M | 0.00% | −14,493−44.7% | Reduced |
| Woodline Partners LP | 17,352 | $1.55M | 0.00% | +5,236+43.2% | Added |
| Blair William & Co | 17,296 | $1.55M | 0.00% | +3,846+28.6% | Added |
| Toroso Investments, LLC | 17,294 | $1.55M | 0.00% | −2,066−10.7% | Reduced |
| TD Asset Management Inc | 17,234 | $1.54M | 0.00% | −11,958−41.0% | Reduced |
| NEOS Investment Management LLC | 17,226 | $1.54M | 0.01% | +1,948+12.8% | Added |
| Buckland Partners Management Co LLC | 17,100 | $1.53M | 0.75% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 17,041 | $1.52M | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,000 | $1.52M | 0.00% | −1,239−6.8% | Reduced |
| Gsa Capital Partners LLP | 16,636 | $1.49M | 0.09% | +2,708+19.4% | Added |
| Fort Point Capital Partners LLC | 16,371 | $1.46M | 0.16% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 16,301 | $1.46M | 0.29% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 16,277 | $1.46M | 0.52% | +16,277 | New |
| Yousif Capital Management, LLC | 15,926 | $1.43M | 0.02% | +878+5.8% | Added |
| Utah Retirement Systems | 15,906 | $1.42M | 0.01% | −1,772−10.0% | Reduced |
| LRT Capital Management, LLC | 15,844 | $1.42M | 0.92% | +7,304+85.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,754 | $1.40M | 0.01% | −2,746−14.8% | Reduced |
| Ameritas Investment Partners, Inc. | 15,669 | $1.40M | 0.04% | +3,206+25.7% | Added |
| Regents Gate Capital LLP | 15,507 | $1.39M | 1.85% | +15,507 | New |
| Soapstone Management L.P. | 15,000 | $1.34M | 0.98% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 14,970 | $1.34M | 0.10% | +14,970 | New |
| The PNC Financial Services Group, Inc. | 14,681 | $1.31M | 0.00% | +4,853+49.4% | Added |
| Truist Financial Corp | 14,631 | $1.31M | 0.00% | −1,490−9.2% | Reduced |
| Intellectus Partners, LLC | 14,450 | $1.29M | 0.22% | +6,425+80.1% | Added |
| US Bancorp | 14,426 | $1.29M | 0.00% | +2,442+20.4% | Added |
| Assetmark, Inc | 14,423 | $1.29M | 0.00% | −5,896−29.0% | Reduced |
| Shay Capital LLC | 14,250 | $1.28M | 0.14% | −150−1.0% | Reduced |
| Cunning Capital Partners, LP | 13,970 | $1.25M | 0.50% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 13,804 | $1.24M | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 13,747 | $1.23M | 0.08% | −4,223−23.5% | Reduced |
| Pathstone Holdings, LLC | 13,710 | $1.23M | 0.00% | −1,844−11.9% | Reduced |
| Thoroughbred Financial Services, LLC | 13,598 | $1.22M | 0.06% | −3,281−19.4% | Reduced |
| Carnegie Lake Advisors LLC | 13,344 | $1.19M | 0.45% | −200−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 13,172 | $1.18M | 0.01% | +500+3.9% | Added |
| Catalyst Funds Management Pty Ltd | 13,100 | $1.17M | 0.07% | +13,100 | New |
| Sone Capital Management, LLC | 12,992 | $1.16M | 0.09% | +12,992 | New |
| Numerai GP LLC | 12,828 | $1.15M | 0.09% | −2,187−14.6% | Reduced |