Builders FirstsourceBLDR
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $215.4M |
| Exits | 131 | $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.