Builders FirstsourceBLDR
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 768 institutions reported holding Builders Firstsource Inc. (BLDR) in their 13F filings, down 9 from Q3 2025. 83 opened new positions and 118 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($913.3M) and State Street Corp. ($525.6M). 12 famous investors held it, including Glenn Greenberg (5.7% of Brave Warrior Advisors's portfolio), Francois Rochon (0.3% of Giverny Capital's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Builders Firstsource Inc.
- CUSIP
- 12008R107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $416.6M |
| Exits | 118 | $507.5M |
All 13F filers, Q3 2025 → Q4 2025: 14,008,466 shares bought and 22,138,241 shares sold, net −8,129,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.4% | 12,377,575 | $1.3B |
| BlackRock, Inc. | 0.02% | Add +1.9% | 8,876,413 | $913.3M |
| State Street Corp. | 0.02% | Add +2.3% | 5,108,120 | $525.6M |
| FMR LLC | 0.02% | Reduce -69.5% | 3,476,283 | $357.7M |
| Wellington Management Group LLP | 0.06% | Add +2.3% | 3,316,797 | $341.3M |
| Geode Capital Management, LLC | 0.02% | Add +0.5% | 2,817,958 | $288.8M |
| Sands Capital Management, LLC | 0.86% | Add +13.4% | 2,757,969 | $283.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +37.9% | 2,641,809 | $271.8M |
| Capital International Investors | 0.04% | Reduce -28.7% | 2,526,676 | $260.0M |
| Brave Warrior Advisors | 5.73% | Add +31.8% | 2,379,145 | $244.8M |
| Invesco Ltd. | 0.02% | Add +36.0% | 2,102,080 | $216.3M |
| Victory Capital Management Inc. | 0.12% | Add +7.1% | 2,027,595 | $208.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.99% | Add +13.4% | 1,872,708 | $192.7M |
| Franklin Resources Inc. | 0.05% | Reduce -1.0% | 1,836,613 | $189.0M |
| Boston Partners | 0.19% | Reduce -3.3% | 1,790,854 | $184.4M |
| Morgan Stanley | 0.01% | Reduce -13.3% | 1,543,719 | $158.8M |
| Citadel Advisors | 0.09% | Add +373.7% | 1,280,988 | $131.8M |
| Norges Bank | 0.01% | — | 1,061,995 | $109.3M |
| Public Sector Pension Investment Board | 0.37% | Add +20.0% | 1,057,720 | $108.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.5% | 1,045,898 | $107.6M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -6.9% | 1,025,770 | $105.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.3% | 997,200 | $102.6M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 992,002 | $102.1M |
| Bank of America Corp. | 0.01% | Add +36.2% | 951,578 | $97.9M |
| Deutsche Bank AG | 0.03% | Add +53.7% | 836,078 | $86.0M |
| Evercore Wealth Management, LLC | 1.24% | Reduce -5.8% | 819,418 | $84.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Add +1.8% | 793,344 | $81.6M |
| Pictet Asset Management Holding SA | 0.08% | Add +173.3% | 789,345 | $81.2M |
| Coliseum Capital Management, LLC | 6.58% | New | 780,648 | $80.3M |
| Capital World Investors | 0.01% | Reduce -0.1% | 768,084 | $79.0M |
| Janus Henderson Group PLC | 0.03% | Add +8.7% | 732,856 | $75.4M |
| Focus Partners Wealth | 0.08% | Add +11746.3% | 692,650 | $71.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.0% | 680,757 | $70.0M |
| Fiera Capital Corp | 0.21% | Add +36.0% | 653,839 | $67.3M |
| Clearbridge Investments, LLC | 0.05% | Reduce -27.6% | 643,937 | $66.3M |
| Assetmark, Inc. | 0.12% | Reduce -11.1% | 593,204 | $61.0M |
| Frontier Capital Management Co. LLC | 0.63% | Reduce -55.4% | 576,172 | $59.3M |
| Legal & General Group Plc | 0.01% | Reduce -7.2% | 553,377 | $56.9M |
| Renaissance Technologies | 0.09% | New | 534,741 | $55.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.7% | 517,961 | $53.3M |
| UBS Group AG | 0.01% | Reduce -7.1% | 516,311 | $53.1M |
| Bessemer Group Inc. | 0.08% | Add +8.5% | 501,019 | $51.5M |
| Westfield Capital Management Co. LP | 0.20% | Reduce -22.8% | 475,697 | $48.9M |
| Amundi | 0.01% | Add +31.8% | 439,481 | $45.2M |
| Robotti Robert | 7.89% | Add +3.1% | 426,991 | $43.9M |
| American Century Companies Inc. | 0.02% | Reduce -5.0% | 426,738 | $43.9M |
| Commerce Bank | 0.22% | Add +3.8% | 384,164 | $39.5M |
| Fred Alger Management, LLC | 0.15% | Add +252.8% | 375,723 | $38.7M |
| Seizert Capital Partners, LLC | 1.62% | Add +23.2% | 371,997 | $38.3M |
| Royal Bank of Canada | 0.01% | Reduce -12.9% | 371,270 | $38.2M |
| Citigroup Inc. | 0.03% | Add +29.2% | 359,220 | $37.0M |
| Lord, Abbett & Co. LLC | 0.11% | Reduce -1.7% | 344,061 | $35.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -62.3% | 343,585 | $35.4M |
| Samlyn Capital, LLC | 0.56% | New | 341,674 | $35.2M |
| Long Focus Capital Management, LLC | 1.72% | Add +318.8% | 335,000 | $34.5M |
| Caisse de depot et placement du Quebec | 0.06% | New | 332,351 | $34.2M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +112.1% | 321,800 | $33.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.2% | 320,075 | $32.9M |
| Balyasny Asset Management L.P. | 0.06% | Add +10664.0% | 305,159 | $31.4M |
| Barclays PLC | 0.01% | Reduce -15.9% | 305,110 | $31.4M |
| Lodge Hill Capital, LLC | 5.89% | Reduce -7.6% | 303,000 | $31.2M |
| Swiss National Bank | 0.02% | Reduce -4.9% | 302,987 | $31.2M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -49.9% | 295,627 | $30.4M |
| JB Capital Partners LP | 5.17% | No change | 292,265 | $30.1M |
| Point72 Asset Management | 0.05% | New | 287,887 | $29.6M |
| Loews Corp | 0.23% | New | 280,000 | $28.8M |
| Qube Research & Technologies Ltd | 0.04% | New | 266,197 | $27.4M |
| HSBC Holdings PLC | 0.02% | Add +21.3% | 261,330 | $27.0M |
| RBF Capital, LLC | 1.22% | No change | 258,702 | $26.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.6% | 256,531 | $26.4M |
| Millennium Management | 0.02% | Add +830.9% | 256,363 | $26.4M |
| Nuveen, LLC | 0.01% | Reduce -0.3% | 252,728 | $26.0M |
| Silvercrest Asset Management Group LLC | 0.18% | Reduce -9.3% | 250,290 | $25.8M |
| Wells Fargo & Company | 0.01% | Reduce -7.3% | 248,087 | $25.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +10.3% | 238,867 | $25.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -21.6% | 242,410 | $24.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.0% | 241,109 | $24.8M |
| Hill City Capital, LP | 0.93% | No change | 240,000 | $24.7M |
| Neuberger Berman Group LLC | 0.02% | Reduce -66.9% | 236,485 | $24.3M |
| Rhumbline Advisers | 0.02% | Add +0.3% | 225,360 | $23.2M |
| Stifel Financial Corp. | 0.02% | Reduce -1.2% | 224,565 | $23.1M |
| AustralianSuper Pty Ltd | 0.11% | Add +5.1% | 224,514 | $23.1M |
| LPL Financial LLC | 0.01% | Reduce -0.7% | 219,062 | $22.5M |
| Jane Street Group, LLC | 0.03% | Add +631.9% | 205,565 | $21.2M |
| Verition Fund Management LLC | 0.12% | Add +65.2% | 199,367 | $20.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -8.9% | 198,913 | $20.5M |
| Tocqueville Asset Management L.P. | 0.28% | Reduce -12.2% | 188,559 | $19.4M |
| Cerity Partners LLC | 0.03% | Add +7.1% | 188,492 | $19.4M |
| California Public Employees Retirement System | 0.01% | Reduce -1.0% | 185,408 | $19.1M |
| Two Sigma Investments, LP | 0.03% | Add +442.4% | 182,670 | $18.8M |
| Zimmer Partners, LP | 0.47% | Add +136.3% | 172,500 | $17.7M |
| Littlejohn & Co. LLC | 9.15% | Add +154.7% | 170,671 | $17.6M |
| GoodHaven Capital Management, LLC | 5.74% | No change | 170,520 | $17.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.3% | 166,984 | $17.2M |
| California State Teachers Retirement System | 0.02% | Reduce -6.8% | 166,179 | $17.1M |
| GMO | 0.04% | Add +11.9% | 163,256 | $16.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -72.8% | 163,243 | $16.8M |
| KLCM Advisors, Inc. | 1.43% | Reduce -0.7% | 161,585 | $16.6M |
| Stadium Capital Management LLC | 18.93% | Reduce -13.1% | 158,894 | $16.3M |
| Marshall Wace, LLP | 0.02% | Add +377.4% | 155,869 | $16.0M |
"% of holder's portfolio" is BLDR's weight in each manager's 13F, not the share of Builders Firstsource Inc. the manager owns.