Builders FirstsourceBLDR

13F holders, Q3 2025 (September 30)
777holders +3
103new positions
95sold out
11famous investors
$121.27avg. 13F price*

At the end of Q3 2025, 777 institutions reported holding Builders Firstsource Inc. (BLDR) in their 13F filings, up 3 from Q2 2025. 103 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($1.5B), FMR LLC ($1.4B) and BlackRock, Inc. ($1.1B). 11 famous investors held it, including Glenn Greenberg (5.1% of Brave Warrior Advisors's portfolio), Gavin Baker (0.4% of Atreides Management's portfolio) and Francois Rochon (0.4% of Giverny Capital's portfolio).

Company
Builders Firstsource Inc.
CUSIP
12008R107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 858Q1 2024Q2 2024: 775Q2 2024Q3 2024: 831Q3 2024Q4 2024: 818Q4 2024Q1 2025: 786Q1 2025Q2 2025: 774Q2 2025Q3 2025: 777Q3 2025Q4 2025: 768Q4 2025Q1 2026: 725Q1 2026Q2 2026: 671Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions103$673.9M
Exits95$488.2M

All 13F filers, Q2 2025 → Q3 2025: 17,611,299 shares bought and 12,865,453 shares sold, net +4,745,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 777 holders

Vanguard Group Inc. 0.02% Reduce -1.0% 12,424,724 $1.5B
FMR LLC 0.07% Reduce -1.9% 11,405,266 $1.4B
BlackRock, Inc. 0.02% Add +0.8% 8,707,871 $1.1B
State Street Corp. 0.02% Reduce -0.7% 4,992,263 $605.3M
Capital International Investors 0.07% New 3,543,420 $429.6M
Wellington Management Group LLP 0.07% Reduce -4.2% 3,242,962 $393.2M
Geode Capital Management, LLC 0.02% Reduce -2.7% 2,803,538 $338.5M
Sands Capital Management, LLC 0.81% Add +139.1% 2,430,902 $294.7M
Dimensional Fund Advisors LP 0.05% Reduce -12.7% 1,915,904 $232.3M
Victory Capital Management Inc. 0.14% Add +235.1% 1,893,483 $229.6M
Franklin Resources Inc. 0.06% Add +2498.8% 1,854,525 $224.9M
Boston Partners 0.23% Add +73.0% 1,852,292 $224.6M
Brave Warrior Advisors 5.08% Reduce -1.2% 1,805,381 $218.9M
Morgan Stanley 0.01% Add +1.7% 1,779,563 $215.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.95% Reduce -34.9% 1,651,067 $200.2M
Voya Investment Management LLC 0.22% Reduce -8.0% 1,616,576 $195.8M
Invesco Ltd. 0.03% Reduce -12.9% 1,545,870 $187.4M
Baillie Gifford & Co. 0.13% Reduce -3.6% 1,469,801 $178.2M
Frontier Capital Management Co. LLC 1.40% Add +114.7% 1,290,648 $156.5M
Massachusetts Financial Services Co. 0.04% Reduce -29.2% 1,101,986 $133.6M
Northern Trust Corp. 0.02% Reduce -3.4% 983,918 $119.3M
Charles Schwab Investment Management Inc. 0.02% Add +6.3% 982,472 $119.1M
Envestnet Asset Management Inc. 0.03% Add +188.9% 912,144 $110.6M
Goldman Sachs Group Inc. 0.02% Add +129.6% 896,223 $108.7M
Clearbridge Investments, LLC 0.08% Add +4.5% 889,501 $107.9M
Public Sector Pension Investment Board 0.39% Add +10918.0% 881,439 $106.9M
Evercore Wealth Management, LLC 1.55% Reduce -0.4% 870,088 $105.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Add +1.6% 779,092 $94.5M
Capital World Investors 0.01% Add +1.1% 768,520 $93.2M
Bank of New York Mellon Corp 0.02% Add +8.9% 764,574 $92.7M
JPMorgan Chase & Co. 0.01% Add +44.8% 747,375 $90.6M
Neuberger Berman Group LLC 0.06% Add +62.5% 713,569 $86.5M
Bank of America Corp. 0.01% Add +16.8% 698,794 $84.7M
NorthCoast Asset Management LLC 0.32% Add +1.8% 685,587 $83.1M
Janus Henderson Group PLC 0.04% Reduce -21.5% 674,266 $81.8M
Assetmark, Inc. 0.17% Reduce -26.1% 667,387 $80.9M
Westfield Capital Management Co. LP 0.31% New 616,032 $74.7M
Alliancebernstein L.P. 0.02% Reduce -3.9% 600,461 $72.8M
Legal & General Group Plc 0.02% Reduce -2.1% 596,024 $72.3M
Loomis Sayles & Co. L P 0.09% Reduce -1.0% 589,907 $71.5M
UBS Group AG 0.01% Reduce -2.6% 555,970 $67.4M
Deutsche Bank AG 0.02% Reduce -10.3% 543,950 $66.0M
Pacer Advisors, Inc. 0.17% Add +5757.6% 534,626 $64.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -28.9% 521,326 $63.2M
Fiera Capital Corp 0.19% Add +12.8% 480,609 $58.3M
Bessemer Group Inc. 0.09% Add +135.1% 461,934 $56.0M
American Century Companies Inc. 0.03% Add +32.4% 449,012 $54.4M
Royal Bank of Canada 0.01% Add +175.2% 426,292 $51.7M
Robotti Robert 8.71% Reduce -0.4% 413,979 $50.2M
Commerce Bank 0.25% Add +8.6% 369,965 $44.9M
First Trust Advisors LP 0.03% Add +15.5% 365,944 $44.4M
Barclays PLC 0.02% Reduce -2.0% 363,009 $44.0M
Lord, Abbett & Co. LLC 0.13% Add +242.3% 349,931 $42.4M
Amundi 0.01% Reduce -25.6% 333,499 $42.4M
Lodge Hill Capital, LLC 7.10% Add +13.9% 328,000 $39.8M
Swiss National Bank 0.02% Reduce -7.5% 318,487 $38.6M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -1.3% 309,102 $37.5M
Seizert Capital Partners, LLC 1.59% Add +0.3% 301,836 $36.6M
Ameriprise Financial Inc. 0.01% Reduce -25.3% 293,960 $35.6M
Raymond James Financial Inc. 0.01% Reduce -1.1% 293,406 $35.6M
JB Capital Partners LP 6.00% No change 292,265 $35.4M
Pictet Asset Management Holding SA 0.03% Reduce -13.9% 288,854 $35.0M
Citigroup Inc. 0.02% Reduce -31.9% 278,025 $33.7M
Silvercrest Asset Management Group LLC 0.22% Add +16.7% 275,865 $33.4M
Citadel Advisors 0.03% Add +144.6% 270,427 $32.8M
Wells Fargo & Company 0.01% Add +2.0% 267,661 $32.5M
RBF Capital, LLC 1.44% No change 258,702 $31.4M
Nuveen, LLC 0.01% Reduce -13.3% 253,401 $30.7M
Hill City Capital, LP 1.23% No change 240,000 $29.1M
Comerica Bank 0.11% Add +526.7% 232,212 $28.2M
Stifel Financial Corp. 0.03% Add +7.6% 227,309 $27.6M
Oakworth Capital, Inc. 1.59% Add +1.8% 226,386 $27.4M
Rhumbline Advisers 0.02% Reduce -3.8% 224,767 $27.3M
LPL Financial LLC 0.01% Reduce -35.5% 220,686 $26.8M
Zurich Insurance Group Ltd 0.19% New 218,654 $26.5M
BNP Paribas Financial Markets 0.02% Add +7.5% 218,394 $26.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +2.0% 216,597 $26.3M
Tocqueville Asset Management L.P. 0.38% Reduce -1.7% 214,790 $26.0M
HSBC Holdings PLC 0.02% Reduce -14.8% 215,363 $26.0M
AustralianSuper Pty Ltd 0.12% Reduce -49.2% 213,561 $25.9M
O'shaughnessy Asset Management, LLC 0.15% Reduce -12.9% 208,686 $25.3M
California Public Employees Retirement System 0.01% Reduce -4.0% 187,268 $22.7M
Stadium Capital Management LLC 23.69% Reduce -42.4% 182,792 $22.2M
California State Teachers Retirement System 0.02% Reduce -5.7% 178,358 $21.6M
Cerity Partners LLC 0.03% Add +0.1% 175,988 $21.3M
Russell Investments Group, Ltd. 0.02% Reduce -49.0% 175,013 $21.2M
GoodHaven Capital Management, LLC 6.74% Reduce -0.0% 170,520 $20.7M
T. Rowe Price Associates Inc. 0.00% Reduce -41.7% 169,204 $20.5M
KLCM Advisors, Inc. 1.97% Reduce -18.1% 162,649 $19.7M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -14.4% 158,398 $19.2M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -2.9% 151,732 $18.4M
Kingdon Capital Management, L.L.C. 2.85% Add +16.7% 150,000 $18.2M
Cartenna Capital, LP 0.95% New 150,000 $18.2M
GMO 0.05% Reduce -2.2% 145,904 $17.7M
Thornburg Investment Management Inc. 0.23% Reduce -46.3% 145,844 $17.7M
New York State Common Retirement Fund 0.02% Reduce -2.8% 143,879 $17.4M
LSV Asset Management 0.04% Reduce -68.3% 141,957 $17.2M
Woodson Capital Management, LP 3.24% Reduce -30.5% 139,000 $16.9M
Atreides Management 0.43% Reduce -57.4% 137,154 $16.6M
Moore Capital Management, LP 0.33% Reduce -38.2% 135,804 $16.5M

"% of holder's portfolio" is BLDR's weight in each manager's 13F, not the share of Builders Firstsource Inc. the manager owns.

Show all 777 holders