Builders FirstsourceBLDR

13F holders, Q4 2025 (December 31)
768holders −9
83new positions
118sold out
12famous investors
$102.96avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions83$416.6M
Exits118$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.

Show all 768 holders