Builders FirstsourceBLDR
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 671 institutions reported holding Builders Firstsource Inc. (BLDR) in their 13F filings, down 54 from Q1 2026. 92 opened new positions and 149 sold out. The largest holders were BlackRock, Inc. ($700.9M), Vanguard Capital Management LLC ($613.4M) and State Street Corp. ($433.1M). 13 famous investors held it, including Chris Bloomstran (5.6% of Semper Augustus Investments's portfolio), Glenn Greenberg (4.6% of Brave Warrior Advisors's portfolio) and Daniel Sundheim (0.4% of D1 Capital Partners's portfolio).
- Company
- Builders Firstsource Inc.
- CUSIP
- 12008R107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $415.0M |
| Exits | 149 | $372.9M |
All 13F filers, Q1 2026 → Q2 2026: 17,586,896 shares bought and 17,101,174 shares sold, net +485,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 671 holders
| BlackRock, Inc. | 0.01% | Reduce -10.6% | 7,833,417 | $700.9M |
| Vanguard Capital Management LLC | 0.01% | Reduce -2.5% | 6,854,631 | $613.4M |
| State Street Corp. | 0.01% | Reduce -5.5% | 4,839,758 | $433.1M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -3.6% | 4,162,116 | $372.4M |
| Capital International Investors | 0.07% | Add +32.8% | 3,907,321 | $349.6M |
| Pictet Asset Management Holding SA | 0.33% | Add +175.8% | 3,801,076 | $340.1M |
| Wellington Management Group LLP | 0.05% | Reduce -5.8% | 3,465,251 | $310.1M |
| Dimensional Fund Advisors LP | 0.06% | Add +15.9% | 3,439,279 | $307.8M |
| Invesco Ltd. | 0.02% | Add +28.5% | 3,346,367 | $299.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.7% | 2,834,402 | $253.2M |
| Coliseum Capital Management, LLC | 20.00% | Add +24.1% | 2,598,218 | $232.5M |
| Brave Warrior Advisors | 4.56% | Reduce -1.3% | 2,340,571 | $209.4M |
| Sands Capital Management, LLC | 0.76% | Reduce -12.9% | 2,283,236 | $204.3M |
| D1 Capital Partners | 0.42% | New | 1,639,222 | $146.7M |
| Morgan Stanley | 0.01% | Add +9.9% | 1,552,867 | $139.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.08% | Reduce -14.5% | 1,507,684 | $134.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.9% | 1,391,799 | $124.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +9.0% | 1,222,034 | $109.3M |
| Public Sector Pension Investment Board | 0.25% | Add +1.2% | 1,074,139 | $96.1M |
| Holocene Advisors, LP | 0.22% | Add +89.5% | 1,066,869 | $95.5M |
| Capital World Investors | 0.01% | Add +29.1% | 1,005,583 | $90.0M |
| Bank of America Corp. | 0.01% | Add +5.8% | 936,880 | $83.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +223.4% | 915,658 | $81.9M |
| Northern Trust Corp. | 0.01% | Reduce -5.9% | 898,310 | $80.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Add +8.4% | 891,669 | $79.8M |
| Ameriprise Financial Inc. | 0.02% | Add +329.6% | 888,118 | $79.5M |
| Focus Partners Wealth | 0.08% | Reduce -47.0% | 881,993 | $78.9M |
| Norges Bank | 0.01% | — | 860,958 | $77.0M |
| Jupiter Topco LLC | 0.03% | — | 826,290 | $73.9M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -20.6% | 809,251 | $72.4M |
| FMR LLC | 0.00% | Reduce -37.2% | 795,290 | $71.2M |
| Loews Corp | 0.56% | Add +5.4% | 780,000 | $69.8M |
| Evercore Wealth Management, LLC | 0.97% | Reduce -4.2% | 769,146 | $68.8M |
| UBS Group AG | 0.01% | Add +1.3% | 760,514 | $68.1M |
| Atlas FRM LLC | 2.75% | Add +832.5% | 718,000 | $64.2M |
| Clearbridge Investments, LLC | 0.05% | Add +7.1% | 717,266 | $64.2M |
| Westfield Capital Management Co. LP | 0.19% | New | 656,421 | $58.7M |
| Frontier Capital Management Co. LLC | 0.54% | Reduce -24.3% | 651,389 | $58.3M |
| Deutsche Bank AG | 0.02% | Reduce -45.4% | 619,057 | $55.4M |
| Long Focus Capital Management, LLC | 2.28% | Add +28.8% | 617,000 | $55.2M |
| Allianz Asset Management GmbH | 0.05% | Add +174.6% | 603,440 | $54.0M |
| Zurich Insurance Group Ltd | 0.37% | Add +428.0% | 602,233 | $53.9M |
| L1 Capital Pty Ltd | 1.81% | Add +105.2% | 600,269 | $53.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -3.0% | 599,598 | $53.7M |
| Caisse de depot et placement du Quebec | 0.08% | Add +49.5% | 598,900 | $53.6M |
| Capital Research Global Investors | 0.01% | New | 593,700 | $53.2M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 554,604 | $49.6M |
| Semper Augustus Investments | 5.60% | Add +142.6% | 553,722 | $49.5M |
| JPMorgan Chase & Co. | 0.00% | Add +61.6% | 512,218 | $46.8M |
| Bessemer Group Inc. | 0.06% | Reduce -1.4% | 520,668 | $46.6M |
| Robotti Robert | 7.37% | Reduce -2.6% | 510,158 | $45.6M |
| Fiera Capital Corp | 0.15% | Reduce -31.1% | 473,608 | $42.4M |
| Citadel Advisors | 0.02% | Reduce -13.4% | 465,506 | $41.7M |
| Amundi | 0.01% | Reduce -23.7% | 427,709 | $38.3M |
| Wells Fargo & Company | 0.01% | Reduce -5.3% | 402,128 | $36.0M |
| Citigroup Inc. | 0.02% | Reduce -3.7% | 395,219 | $35.4M |
| Royal Bank of Canada | 0.01% | Reduce -34.3% | 362,746 | $32.5M |
| Millennium Management | 0.02% | Reduce -37.9% | 354,523 | $31.7M |
| Seizert Capital Partners, LLC | 1.27% | Reduce -4.2% | 343,172 | $30.7M |
| Victory Capital Management Inc. | 0.02% | Reduce -13.4% | 338,155 | $30.3M |
| Anchor Capital Advisors LLC | 0.85% | Reduce -3.4% | 336,660 | $30.1M |
| Qube Research & Technologies Ltd | 0.03% | Add +869.4% | 319,262 | $28.6M |
| Commerce Bank | 0.12% | Reduce -22.0% | 307,514 | $27.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -41.1% | 303,482 | $27.2M |
| Stifel Financial Corp. | 0.02% | Add +7.5% | 297,974 | $26.7M |
| KLCM Advisors, Inc. | 2.13% | Add +1.0% | 296,590 | $26.5M |
| JB Capital Partners LP | 4.05% | No change | 292,265 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.7% | 291,864 | $26.1M |
| Nuveen, LLC | 0.01% | Reduce -12.7% | 277,776 | $24.9M |
| Lodge Hill Capital, LLC | 4.08% | Reduce -18.4% | 271,700 | $24.3M |
| Zimmer Partners, LP | 0.56% | Reduce -21.1% | 262,500 | $23.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.2% | 259,894 | $23.3M |
| RBF Capital, LLC | 0.97% | No change | 258,702 | $23.1M |
| Samlyn Capital, LLC | 0.37% | Reduce -51.2% | 249,723 | $22.3M |
| Cerity Partners LLC | 0.03% | Reduce -5.1% | 249,254 | $22.3M |
| BNP Paribas Financial Markets | 0.01% | Add +17.1% | 246,495 | $22.1M |
| Long Pond Capital, LP | 2.31% | New | 245,750 | $22.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -56.9% | 244,625 | $21.9M |
| Barclays PLC | 0.01% | Reduce -47.3% | 243,422 | $21.8M |
| GMO | 0.05% | Reduce -20.9% | 240,411 | $21.5M |
| LPL Financial LLC | 0.00% | Add +3.4% | 240,015 | $21.5M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -5.3% | 230,169 | $20.6M |
| GoodHaven Capital Management, LLC | 6.55% | Add +23.4% | 228,760 | $20.5M |
| Gotham Asset Management | 0.05% | Add +66.7% | 227,956 | $20.4M |
| Tocqueville Asset Management L.P. | 0.27% | Add +13.1% | 225,588 | $20.2M |
| Woodson Capital Management, LP | 3.30% | Add +10.0% | 220,000 | $19.7M |
| Legal & General Group Plc | 0.00% | Reduce -50.7% | 218,465 | $19.5M |
| Swiss National Bank | 0.01% | Reduce -33.3% | 216,587 | $19.4M |
| Thompson Siegel & Walmsley LLC | 0.34% | New | 210,183 | $18.8M |
| Rhumbline Advisers | 0.01% | Reduce -8.4% | 204,125 | $18.3M |
| Sei Investments Co. | 0.02% | Reduce -6.1% | 200,342 | $17.9M |
| Westwood Holdings Group Inc. | 0.13% | Add +18.3% | 194,265 | $17.4M |
| Susquehanna International Group, LLP | 0.02% | Add +52.4% | 191,490 | $17.1M |
| Cinctive Capital Management LP | 0.67% | Add +20.8% | 187,390 | $16.8M |
| First Trust Advisors LP | 0.01% | Add +19.9% | 180,307 | $16.1M |
| HSBC Holdings PLC | 0.01% | Reduce -18.5% | 178,432 | $16.0M |
| Littlejohn & Co. LLC | 19.44% | No change | 170,671 | $15.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.4% | 167,494 | $15.0M |
| Capital Fund Management S.A. | 0.11% | New | 167,289 | $15.0M |
| Lord, Abbett & Co. LLC | 0.04% | Add +8.4% | 163,760 | $14.7M |
"% of holder's portfolio" is BLDR's weight in each manager's 13F, not the share of Builders Firstsource Inc. the manager owns.