Builders FirstsourceBLDR

13F holders, Q1 2026 (March 31)
725holders −43
93new positions
131sold out
13famous investors
$82.33avg. 13F price*

At the end of Q1 2026, 725 institutions reported holding Builders Firstsource Inc. (BLDR) in their 13F filings, down 43 from Q4 2025. 93 opened new positions and 131 sold out. The largest holders were BlackRock, Inc. ($721.3M), Vanguard Capital Management LLC ($578.5M) and State Street Corp. ($421.5M). 13 famous investors held it, including Glenn Greenberg (4.8% of Brave Warrior Advisors's portfolio), Chris Bloomstran (2.2% of Semper Augustus Investments's portfolio) and Bill Miller (0.4% of Miller Value Partners'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions93$215.4M
Exits131$274.7M

All 13F filers, Q4 2025 → Q1 2026: 16,202,335 shares bought and 13,981,566 shares sold, net +2,220,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 725 holders

BlackRock, Inc. 0.01% Reduce -1.3% 8,761,277 $721.3M
Vanguard Capital Management LLC 0.01% — 7,027,074 $578.5M
State Street Corp. 0.01% Add +0.2% 5,120,090 $421.5M
Vanguard Portfolio Management LLC 0.02% — 4,318,795 $355.6M
Wellington Management Group LLP 0.06% Add +10.9% 3,679,457 $302.9M
Dimensional Fund Advisors LP 0.05% Add +12.3% 2,967,744 $244.3M
Capital International Investors 0.06% Add +16.5% 2,943,131 $242.3M
Geode Capital Management, LLC 0.01% Add +2.4% 2,884,519 $236.6M
Sands Capital Management, LLC 0.85% Reduce -5.0% 2,621,085 $215.8M
Invesco Ltd. 0.02% Add +23.9% 2,604,322 $214.4M
Brave Warrior Advisors 4.83% Reduce -0.3% 2,372,292 $195.3M
Coliseum Capital Management, LLC 14.13% Add +168.1% 2,093,218 $172.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.91% Reduce -5.8% 1,763,934 $145.2M
Goldman Sachs Group Inc. 0.02% Add +72.2% 1,716,804 $141.3M
Focus Partners Wealth 0.15% Add +140.1% 1,663,200 $136.9M
Boston Partners 0.14% Reduce -10.5% 1,602,360 $131.9M
Morgan Stanley 0.01% Reduce -8.4% 1,413,231 $116.4M
Pictet Asset Management Holding SA 0.12% Add +74.6% 1,378,332 $113.5M
FMR LLC 0.01% Reduce -63.6% 1,266,304 $104.3M
Deutsche Bank AG 0.03% Add +35.7% 1,134,505 $93.4M
Charles Schwab Investment Management Inc. 0.01% Add +7.2% 1,121,077 $92.3M
Public Sector Pension Investment Board 0.27% Add +0.3% 1,061,232 $87.4M
Massachusetts Financial Services Co. 0.03% Reduce -0.7% 1,018,615 $83.9M
Northern Trust Corp. 0.01% Reduce -3.8% 954,772 $78.6M
Bank of America Corp. 0.01% Reduce -7.0% 885,081 $72.9M
Frontier Capital Management Co. LLC 0.73% Add +49.4% 860,494 $70.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +3.7% 822,596 $67.7M
Evercore Wealth Management, LLC 1.04% Reduce -2.0% 802,718 $66.1M
Capital World Investors 0.01% Add +1.4% 779,198 $64.2M
Marshall Wace, LLP 0.07% Add +397.9% 776,133 $63.9M
UBS Group AG 0.01% Add +45.5% 751,127 $61.8M
Loews Corp 0.51% Add +164.3% 740,000 $60.9M
Janus Henderson Group PLC 0.03% Reduce -6.0% 688,745 $56.7M
Fiera Capital Corp 0.19% Add +5.0% 686,889 $56.6M
Clearbridge Investments, LLC 0.05% Add +4.0% 669,504 $55.1M
Vanguard Fiduciary Trust Co. 0.01% — 618,019 $50.9M
Point72 Asset Management 0.09% Add +98.9% 572,626 $47.1M
Millennium Management 0.04% Add +122.8% 571,262 $47.0M
Neuberger Berman Group LLC 0.04% Add +139.9% 567,298 $46.7M
Holocene Advisors, LP 0.11% Add +1589.6% 562,881 $46.3M
Amundi 0.01% Add +27.6% 560,567 $46.2M
Royal Bank of Canada 0.01% Add +48.6% 551,867 $45.4M
Bank of New York Mellon Corp 0.01% Reduce -21.1% 537,427 $44.2M
Citadel Advisors 0.03% Reduce -58.1% 537,269 $44.2M
Bessemer Group Inc. 0.07% Add +5.4% 528,056 $43.5M
Robotti Robert 6.72% Add +22.6% 523,597 $43.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.5% 515,216 $42.4M
Samlyn Capital, LLC 0.72% Add +49.7% 511,363 $42.1M
Long Focus Capital Management, LLC 1.76% Add +43.0% 479,000 $39.4M
Barclays PLC 0.01% Add +51.3% 461,738 $38.0M
Legal & General Group Plc 0.01% Reduce -20.0% 442,790 $36.5M
Wells Fargo & Company 0.01% Add +71.1% 424,456 $34.9M
Citigroup Inc. 0.02% Add +14.2% 410,240 $33.8M
Caisse de depot et placement du Quebec 0.05% Add +20.5% 400,564 $33.0M
Commerce Bank 0.16% Add +2.6% 394,142 $32.4M
Victory Capital Management Inc. 0.02% Reduce -80.8% 390,385 $32.1M
Cercano Management LLC 1.37% Add +655.5% 386,254 $31.8M
Seizert Capital Partners, LLC 1.36% Reduce -3.7% 358,110 $29.5M
Anchor Capital Advisors LLC 0.82% New 348,580 $28.7M
Lodge Hill Capital, LLC 5.29% Add +9.9% 333,000 $27.4M
Zimmer Partners, LP 0.70% Add +92.8% 332,500 $27.4M
Swiss National Bank 0.02% Add +7.1% 324,487 $26.7M
Nuveen, LLC 0.01% Add +25.9% 318,290 $26.2M
Envestnet Asset Management Inc. 0.01% Reduce -7.9% 316,346 $26.0M
Raymond James Financial Inc. 0.01% Add +19.5% 306,583 $25.2M
GMO 0.06% Add +86.2% 304,029 $25.0M
JPMorgan Chase & Co. 0.00% Reduce -1.0% 316,885 $25.0M
KLCM Advisors, Inc. 2.10% Add +81.8% 293,679 $24.2M
L1 Capital Pty Ltd 0.95% New 292,503 $24.1M
JB Capital Partners LP 4.14% No change 292,265 $24.1M
Apollo Management Holdings, L.P. 0.46% New 287,606 $23.7M
Arrowstreet Capital, Limited Partnership 0.01% New 283,164 $23.3M
Stifel Financial Corp. 0.02% Add +23.4% 277,202 $22.8M
Schonfeld Strategic Advisors LLC 0.18% Add +78.8% 273,723 $22.5M
Cerity Partners LLC 0.03% Add +39.3% 262,621 $21.6M
RBF Capital, LLC 1.05% No change 258,702 $21.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +3.3% 246,838 $20.3M
Vanguard Global Advisers, LLC 0.01% — 243,150 $20.0M
Moore Capital Management, LP 0.79% Add +1324.4% 241,793 $19.9M
Balyasny Asset Management L.P. 0.04% Reduce -22.8% 235,549 $19.4M
LPL Financial LLC 0.01% Add +6.0% 232,241 $19.1M
Verition Fund Management LLC 0.19% Add +14.6% 228,437 $18.8M
Semper Augustus Investments 2.24% New 228,210 $18.8M
Rhumbline Advisers 0.02% Reduce -1.1% 222,920 $18.4M
Renaissance Technologies 0.03% Reduce -58.8% 220,241 $18.1M
Allianz Asset Management GmbH 0.02% Add +3328.5% 219,732 $18.1M
HSBC Holdings PLC 0.01% Reduce -16.3% 218,856 $18.0M
Silvercrest Asset Management Group LLC 0.13% Reduce -14.6% 213,883 $17.6M
Sei Investments Co. 0.02% Add +119.8% 213,397 $17.6M
BNP Paribas Financial Markets 0.01% Add +5.8% 210,534 $17.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -13.4% 209,993 $17.3M
Ameriprise Financial Inc. 0.00% Reduce -14.3% 206,727 $17.0M
AustralianSuper Pty Ltd 0.09% Reduce -9.4% 203,336 $16.7M
Woodson Capital Management, LP 2.66% Add +40.9% 200,000 $16.5M
Tocqueville Asset Management L.P. 0.24% Add +5.8% 199,525 $16.4M
GoodHaven Capital Management, LLC 5.46% Add +8.7% 185,430 $15.3M
Thornburg Investment Management Inc. 0.15% Add +25.1% 179,104 $14.7M
California Public Employees Retirement System 0.01% Reduce -4.5% 177,159 $14.6M
Littlejohn & Co. LLC 13.32% No change 170,671 $14.1M
Alliancebernstein L.P. 0.00% Reduce -17.3% 134,985 $13.9M

"% 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 725 holders