Builders FirstsourceBLDR
13F holders, Q2 2025 (June 30)774holders −12
107new positions
119sold out
14famous investors
$116.74avg. 13F price*
At the end of Q2 2025, 774 institutions reported holding Builders Firstsource Inc. (BLDR) in their 13F filings, down 12 from Q1 2025. 107 opened new positions and 119 sold out. The largest holders were Vanguard Group Inc. ($1.5B), FMR LLC ($1.4B) and BlackRock, Inc. ($1.0B). 14 famous investors held it, including Glenn Greenberg (4.9% of Brave Warrior Advisors's portfolio), Gavin Baker (1.0% of Atreides Management's portfolio) and Francois Rochon (0.3% of Giverny Capital's portfolio).
- Company
- Builders Firstsource Inc.
- CUSIP
- 12008R107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $488.6M |
| Exits | 119 | $223.2M |
All 13F filers, Q1 2025 → Q2 2025: 12,406,623 shares bought and 13,270,381 shares sold, net −863,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 774 holders
| Vanguard Group Inc. | 0.02% | Reduce -6.0% | 12,555,323 | $1.5B |
| FMR LLC | 0.08% | Add +8.4% | 11,626,978 | $1.4B |
| BlackRock, Inc. | 0.02% | Reduce -10.2% | 8,638,602 | $1.0B |
| State Street Corp. | 0.02% | Add +0.6% | 5,026,553 | $586.5M |
| Wellington Management Group LLP | 0.07% | Add +5.2% | 3,383,803 | $394.9M |
| Geode Capital Management, LLC | 0.02% | Reduce -2.5% | 2,882,305 | $334.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.36% | Add +11.7% | 2,536,032 | $295.9M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -2.2% | 2,194,262 | $256.1M |
| Brave Warrior Advisors | 4.89% | Add +47.2% | 1,827,261 | $213.2M |
| Invesco Ltd. | 0.04% | Reduce -29.5% | 1,775,347 | $207.2M |
| Voya Investment Management LLC | 0.23% | Reduce -4.5% | 1,757,978 | $204.9M |
| Morgan Stanley | 0.01% | Add +38.4% | 1,749,083 | $204.1M |
| Massachusetts Financial Services Co. | 0.06% | Add +5.0% | 1,556,151 | $181.6M |
| Baillie Gifford & Co. | 0.13% | Reduce -2.4% | 1,524,282 | $177.9M |
| Norges Bank | 0.02% | Reduce -1.3% | 1,268,269 | $148.0M |
| Boston Partners | 0.14% | Reduce -32.6% | 1,070,786 | $125.0M |
| Northern Trust Corp. | 0.02% | Reduce -10.3% | 1,018,281 | $118.8M |
| Sands Capital Management, LLC | 0.34% | Reduce -3.3% | 1,016,773 | $118.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.6% | 924,296 | $107.9M |
| Assetmark, Inc. | 0.25% | Reduce -0.7% | 903,428 | $105.4M |
| Evercore Wealth Management, LLC | 1.59% | Reduce -0.8% | 873,956 | $102.0M |
| Janus Henderson Group PLC | 0.05% | Add +105.8% | 859,258 | $100.3M |
| Clearbridge Investments, LLC | 0.08% | Reduce -0.5% | 850,805 | $99.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.17% | Reduce -1.3% | 766,867 | $89.5M |
| Capital World Investors | 0.01% | No change | 760,228 | $88.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +14.5% | 733,706 | $85.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -24.8% | 702,124 | $81.9M |
| NorthCoast Asset Management LLC | 0.34% | Add +27.3% | 673,480 | $78.6M |
| Coliseum Capital Management, LLC | 5.35% | Add +15.0% | 638,210 | $74.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -38.6% | 624,892 | $72.9M |
| Legal & General Group Plc | 0.02% | Reduce -13.5% | 609,018 | $71.1M |
| Deutsche Bank AG | 0.03% | Reduce -1.0% | 606,422 | $70.8M |
| Frontier Capital Management Co. LLC | 0.65% | Reduce -4.4% | 601,197 | $70.2M |
| Bank of America Corp. | 0.01% | Add +42.7% | 598,135 | $69.8M |
| Loomis Sayles & Co. L P | 0.09% | Add +10.6% | 596,128 | $69.6M |
| UBS Group AG | 0.01% | Reduce -0.6% | 570,774 | $66.6M |
| Victory Capital Management Inc. | 0.04% | Add +45.0% | 565,120 | $66.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.7% | 516,164 | $60.2M |
| Jacobs Levy Equity Management, Inc. | 0.23% | Add +129.2% | 494,327 | $57.7M |
| Amundi | 0.02% | Reduce -18.8% | 448,316 | $57.3M |
| Qube Research & Technologies Ltd | 0.08% | New | 487,707 | $56.9M |
| LSV Asset Management | 0.12% | Reduce -5.7% | 448,053 | $52.3M |
| Neuberger Berman Group LLC | 0.04% | Add +14.8% | 438,986 | $51.2M |
| Fiera Capital Corp | 0.17% | Add +59.7% | 426,122 | $49.7M |
| AustralianSuper Pty Ltd | 0.25% | Add +37.9% | 420,477 | $49.1M |
| Robotti Robert | 8.15% | Add +0.5% | 415,803 | $48.5M |
| Citigroup Inc. | 0.03% | Add +88.5% | 408,498 | $47.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -35.5% | 393,460 | $45.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +18.8% | 390,399 | $45.6M |
| Barclays PLC | 0.02% | Add +52.5% | 370,526 | $43.2M |
| Swiss National Bank | 0.02% | Add +6.1% | 344,287 | $40.2M |
| Russell Investments Group, Ltd. | 0.05% | Add +96.2% | 343,176 | $40.0M |
| LPL Financial LLC | 0.01% | Add +13.8% | 342,190 | $39.9M |
| Commerce Bank | 0.23% | Add +0.5% | 340,562 | $39.7M |
| American Century Companies Inc. | 0.02% | Reduce -3.0% | 339,103 | $39.6M |
| Pictet Asset Management Holding SA | 0.04% | Add +17.5% | 335,485 | $39.1M |
| Atreides Management | 1.04% | New | 322,151 | $37.6M |
| Alyeska Investment Group, L.P. | 0.13% | New | 317,858 | $37.1M |
| Stadium Capital Management LLC | 34.12% | Add +39.6% | 317,592 | $37.1M |
| First Trust Advisors LP | 0.03% | Add +5.4% | 316,845 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.7% | 315,735 | $36.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +7.7% | 313,216 | $36.5M |
| Seizert Capital Partners, LLC | 1.54% | Add +0.9% | 300,990 | $35.1M |
| Raymond James Financial Inc. | 0.01% | Add +32.1% | 296,528 | $34.6M |
| Nuveen, LLC | 0.01% | Add +0.5% | 292,361 | $34.1M |
| JB Capital Partners LP | 6.32% | No change | 292,265 | $34.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.4% | 290,128 | $33.9M |
| Lodge Hill Capital, LLC | 7.74% | Add +50.1% | 288,000 | $33.6M |
| Two Sigma Investments, LP | 0.06% | New | 278,410 | $32.5M |
| Thornburg Investment Management Inc. | 0.41% | Add +20.2% | 271,574 | $31.7M |
| Egerton Capital (UK) LLP | 0.31% | New | 262,628 | $30.6M |
| Wells Fargo & Company | 0.01% | Add +1.2% | 262,458 | $30.6M |
| Renaissance Technologies | 0.04% | New | 262,341 | $30.6M |
| RBF Capital, LLC | 1.49% | No change | 258,702 | $30.2M |
| HSBC Holdings PLC | 0.02% | Reduce -6.0% | 252,625 | $29.5M |
| Hill City Capital, LP | 1.51% | No change | 240,000 | $28.0M |
| Fuller & Thaler Asset Management, Inc. | 0.10% | Add +49.6% | 239,663 | $28.0M |
| O'shaughnessy Asset Management, LLC | 0.19% | Reduce -10.4% | 239,520 | $27.9M |
| Silvercrest Asset Management Group LLC | 0.19% | Add +283.1% | 236,328 | $27.6M |
| Rhumbline Advisers | 0.02% | Add +0.6% | 233,624 | $27.3M |
| Oakworth Capital, Inc. | 1.67% | Reduce -2.7% | 222,411 | $26.0M |
| Moore Capital Management, LP | 0.55% | New | 219,790 | $25.6M |
| Tocqueville Asset Management L.P. | 0.39% | Add +43.6% | 218,527 | $25.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.7% | 212,366 | $24.8M |
| Stifel Financial Corp. | 0.02% | Add +6.3% | 211,328 | $24.7M |
| BNP Paribas Financial Markets | 0.02% | Reduce -15.7% | 203,179 | $23.7M |
| Woodson Capital Management, LP | 4.19% | Add +33.3% | 200,000 | $23.3M |
| HRT Financial LP | 0.10% | Add +18.4% | 199,819 | $23.3M |
| Long Focus Capital Management, LLC | 1.50% | New | 199,000 | $23.2M |
| KLCM Advisors, Inc. | 2.47% | Add +99.2% | 198,716 | $23.2M |
| Bessemer Group Inc. | 0.04% | Reduce -67.9% | 196,506 | $22.9M |
| California Public Employees Retirement System | 0.01% | Add +1.3% | 195,152 | $22.8M |
| Two Sigma Advisers, LP | 0.05% | Add +1989.8% | 195,000 | $22.8M |
| California State Teachers Retirement System | 0.02% | Add +3.5% | 189,197 | $22.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -12.7% | 185,000 | $21.6M |
| AQR Capital Management | 0.02% | Reduce -3.3% | 184,318 | $21.5M |
| Cerity Partners LLC | 0.04% | Reduce -2.8% | 175,781 | $20.5M |
| Dendur Capital LP | 1.93% | New | 175,000 | $20.4M |
| GoodHaven Capital Management, LLC | 6.99% | Add +1.7% | 170,570 | $19.9M |
| Schonfeld Strategic Advisors LLC | 0.15% | Reduce -38.8% | 166,335 | $19.4M |
"% of holder's portfolio" is BLDR's weight in each manager's 13F, not the share of Builders Firstsource Inc. the manager owns.