Builders FirstSource, Inc. (BLDR) — Institutional Holders, Q2 2026

674 institutional investment managers reported a BLDR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← BLDR stock profile

BLDR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

237

Trimmed

262

Sold out

148

Biggest buyers

Pictet Asset Management Holding SAAdded · +2,422,744 sh+$216.8M
D1 Capital Partners L.P.New · +1,639,222 sh+$146.7M
Capital International InvestorsAdded · +964,190 sh+$86.3M
Invesco Ltd.Added · +742,045 sh+$66.4M
AMERIPRISE FINANCIALAdded · +681,391 sh+$61.0M

Biggest sellers

Boston PartnersTrimmed · -1,574,234 sh-$140.9M
BlackRockTrimmed · -927,860 sh-$83.0M
Focus Partners WealthTrimmed · -781,207 sh-$69.9M
MARSHALL WACE, LLPTrimmed · -636,581 sh-$57.0M
Point72 Asset Management, L.P.Sold out · -572,626 sh-$51.2M

BLDR 13F holders ranked 1–100 of 674

Institutional investors reporting a position in Builders FirstSource, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 7,833,417 sh	7,833,417	$700.9M	0.01%	-10.6%
2	VANGUARD CAPITAL MANAGEMENT#2 · 6,854,631 sh	6,854,631	$613.4M	0.01%	-2.5%
3	STATE STREET#3 · 4,839,758 sh	4,839,758	$433.1M	0.01%	-5.5%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 4,162,116 sh	4,162,116	$372.4M	0.02%	-3.6%
5	Capital International Investors#5 · 3,907,321 sh	3,907,321	$349.6M	0.07%	+32.8%
6	Pictet Asset Management Holding SA#6 · 3,801,076 sh	3,801,076	$340.1M	0.33%	+175.8%
7	WELLINGTON MANAGEMENT GROUP LLP#7 · 3,465,251 sh	3,465,251	$310.1M	0.05%	-5.8%
8	DIMENSIONAL FUND ADVISORS#8 · 3,439,279 sh	3,439,279	$307.8M	0.06%	+15.9%
9	Invesco Ltd.#9 · 3,346,367 sh	3,346,367	$299.4M	0.02%	+28.5%
10	GEODE CAPITAL MANAGEMENT#10 · 2,834,402 sh	2,834,402	$253.2M	0.01%	-1.7%
11	Coliseum Capital Management#11 · 2,598,218 sh	2,598,218	$232.5M	20.00%	+24.1%
12	Brave Warrior Advisors#12 · 2,340,571 sh	2,340,571	$209.4M	4.56%	-1.3%
13	SANDS CAPITAL MANAGEMENT#13 · 2,283,236 sh	2,283,236	$204.3M	0.76%	-12.9%
14	D1 Capital Partners L.P.#14 · 1,639,222 sh	1,639,222	$146.7M	0.42%	New
15	MORGAN STANLEY#15 · 1,552,867 sh	1,552,867	$139.0M	<0.01%	+9.9%
16	DIAMOND HILL CAPITAL MANAGEMENT#16 · 1,507,684 sh	1,507,684	$134.9M	1.08%	-14.5%
17	GOLDMAN SACHS GROUP#17 · 1,391,799 sh	1,391,799	$124.5M	0.01%	-18.9%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 1,222,034 sh	1,222,034	$109.3M	0.01%	+9.0%
19	PUBLIC SECTOR PENSION INVESTMENT BOARD#19 · 1,074,139 sh	1,074,139	$96.1M	0.25%	+1.2%
20	Holocene Advisors#20 · 1,066,869 sh	1,066,869	$95.5M	0.22%	+89.5%
21	Capital World Investors#21 · 1,005,583 sh	1,005,583	$90.0M	0.01%	+29.1%
22	BANK OF AMERICA#22 · 936,880 sh	936,880	$83.8M	<0.01%	+5.9%
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#23 · 915,658 sh	915,658	$81.9M	0.04%	+223.4%
24	NORTHERN#24 · 898,310 sh	898,310	$80.4M	<0.01%	-5.9%
25	MIRAE ASSET GLOBAL ETFS Ltd.#25 · 891,669 sh	891,669	$79.8M	0.10%	+8.4%
26	AMERIPRISE FINANCIAL#26 · 888,118 sh	888,118	$79.5M	0.02%	+329.6%
27	Focus Partners Wealth#27 · 881,993 sh	881,993	$78.9M	0.08%	-47.0%
28	NORGES BANK#28 · 860,958 sh	860,958	$77.0M	<0.01%	—
29	Jupiter Topco#29 · 826,290 sh	826,290	$73.9M	0.03%	—
30	MASSACHUSETTS FINANCIAL SERVICES#30 · 809,251 sh	809,251	$72.4M	0.02%	-20.6%
31	FMR#31 · 795,290 sh	795,290	$71.2M	<0.01%	-37.2%
32	LOEWS#32 · 780,000 sh	780,000	$69.8M	0.56%	+5.4%
33	Evercore Wealth Management#33 · 769,146 sh	769,146	$68.8M	0.97%	-4.2%
34	UBS Group AG#34 · 760,514 sh	760,514	$68.1M	<0.01%	+1.2%
35	Atlas FRM#35 · 718,000 sh	718,000	$64.2M	2.75%	+832.5%
36	Clearbridge Investments#36 · 717,266 sh	717,266	$64.2M	0.05%	+7.1%
37	Allianz Asset Management GmbH#37 · 674,168 sh	674,168	$59.8M	0.05%	+206.8%
38	WESTFIELD CAPITAL MANAGEMENT#38 · 656,421 sh	656,421	$58.7M	0.19%	New
39	FRONTIER CAPITAL MANAGEMENT#39 · 651,389 sh	651,389	$58.3M	0.54%	-24.3%
40	DEUTSCHE BANK AG\#40 · 619,057 sh	619,057	$55.4M	0.02%	-45.4%
41	Long Focus Capital Management#41 · 617,000 sh	617,000	$55.2M	1.41%	+28.8%
42	Zurich Insurance Group Ltd#42 · 602,233 sh	602,233	$53.9M	0.37%	+428.0%
43	L1 Capital Pty Ltd#43 · 600,269 sh	600,269	$53.7M	1.81%	+105.2%
44	VANGUARD FIDUCIARY#44 · 599,598 sh	599,598	$53.7M	0.01%	-3.0%
45	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#45 · 598,900 sh	598,900	$53.6M	0.08%	+49.5%
46	Capital Research Global Investors#46 · 593,700 sh	593,700	$53.2M	<0.01%	New
47	Bank of New York Mellon#47 · 554,604 sh	554,604	$49.6M	<0.01%	+3.2%
48	SEMPER AUGUSTUS INVESTMENTS GROUP#48 · 553,722 sh	553,722	$49.5M	5.60%	+142.6%
49	JPMORGAN CHASE#49 · 512,218 sh	512,218	$46.8M	<0.01%	+61.6%
50	BESSEMER GROUP#50 · 520,668 sh	520,668	$46.6M	0.06%	-1.4%
51	ROBOTTI ROBERT#51 · 510,158 sh	510,158	$45.6M	7.37%	-2.6%
52	Fiera Capital#52 · 473,608 sh	473,608	$42.4M	0.15%	-31.1%
53	CITADEL ADVISORS#53 · 465,506 sh	465,506	$41.7M	<0.01%	-13.4%
54	Amundi#54 · 427,709 sh	427,709	$38.3M	<0.01%	-23.7%
55	WELLS FARGO & COMPANY#55 · 402,128 sh	402,128	$36.0M	<0.01%	-5.3%
56	CITIGROUP#56 · 395,219 sh	395,219	$35.4M	0.01%	-3.7%
57	ROYAL BANK OF CANADA#57 · 362,746 sh	362,746	$32.5M	<0.01%	-34.3%
58	MILLENNIUM MANAGEMENT#58 · 354,523 sh	354,523	$31.7M	0.01%	-37.9%
59	SEIZERT CAPITAL PARTNERS#59 · 343,172 sh	343,172	$30.7M	1.27%	-4.2%
60	VICTORY CAPITAL MANAGEMENT#60 · 338,155 sh	338,155	$30.3M	0.02%	-13.4%
61	ANCHOR CAPITAL ADVISORS#61 · 336,660 sh	336,660	$30.1M	0.85%	-3.4%
62	Qube Research & Technologies Ltd#62 · 319,262 sh	319,262	$28.6M	0.03%	+869.4%
63	COMMERCE BANK#63 · 307,514 sh	307,514	$27.5M	0.12%	-22.0%
64	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#64 · 303,482 sh	303,482	$27.2M	<0.01%	-41.1%
65	STIFEL FINANCIAL#65 · 297,974 sh	297,974	$26.7M	0.02%	+7.5%
66	KLCM Advisors#66 · 296,590 sh	296,590	$26.5M	2.09%	+1.0%
67	JB CAPITAL PARTNERS#67 · 292,265 sh	292,265	$26.2M	4.05%	0.0%
68	ENVESTNET ASSET MANAGEMENT#68 · 291,864 sh	291,864	$26.1M	<0.01%	-7.7%
69	Nuveen#69 · 277,776 sh	277,776	$24.9M	<0.01%	-12.7%
70	Lodge Hill Capital#70 · 271,700 sh	271,700	$24.3M	4.08%	-18.4%
71	Zimmer Partners#71 · 262,500 sh	262,500	$23.5M	0.54%	-21.1%
72	RAYMOND JAMES FINANCIAL#72 · 259,894 sh	259,894	$23.3M	<0.01%	-15.2%
73	RBF Capital#73 · 258,702 sh	258,702	$23.1M	0.96%	0.0%
74	SAMLYN CAPITAL#74 · 249,723 sh	249,723	$22.3M	0.36%	-51.2%
75	Cerity Partners#75 · 249,254 sh	249,254	$22.3M	0.03%	-5.1%
76	BNP PARIBAS FINANCIAL MARKETS#76 · 246,495 sh	246,495	$22.1M	<0.01%	+17.1%
77	Long Pond Capital#77 · 245,750 sh	245,750	$22.0M	2.11%	New
78	Neuberger Berman Group#78 · 244,625 sh	244,625	$21.9M	0.01%	-56.9%
79	BARCLAYS PLC#79 · 243,422 sh	243,422	$21.8M	<0.01%	-47.3%
80	Grantham, Mayo, Van Otterloo#80 · 240,411 sh	240,411	$21.5M	0.05%	-20.9%
81	LPL Financial#81 · 240,015 sh	240,015	$21.5M	<0.01%	+3.3%
82	Vanguard Global Advisers#82 · 230,169 sh	230,169	$20.6M	<0.01%	-5.3%
83	GoodHaven Capital Management#83 · 228,760 sh	228,760	$20.5M	6.44%	+23.4%
84	Gotham Asset Management#84 · 227,956 sh	227,956	$20.4M	0.05%	+66.7%
85	TOCQUEVILLE ASSET MANAGEMENT L.P.#85 · 225,588 sh	225,588	$20.2M	0.27%	+13.1%
86	Woodson Capital Management#86 · 220,000 sh	220,000	$19.7M	3.30%	+10.0%
87	Legal & General Group Plc#87 · 218,465 sh	218,465	$19.5M	<0.01%	-50.7%
88	Swiss National Bank#88 · 216,587 sh	216,587	$19.4M	0.01%	-33.3%
89	THOMPSON SIEGEL & WALMSLEY#89 · 210,183 sh	210,183	$18.8M	0.34%	New
90	RHUMBLINE ADVISERS#90 · 204,125 sh	204,125	$18.3M	0.01%	-8.4%
91	SEI INVESTMENTS#91 · 200,342 sh	200,342	$17.9M	0.02%	-6.1%
92	WESTWOOD GROUP#92 · 194,265 sh	194,265	$17.4M	0.13%	+18.3%
93	SUSQUEHANNA INTERNATIONAL GROUP, LLP#93 · 191,490 sh	191,490	$17.1M	<0.01%	+52.4%
94	Cinctive Capital Management#94 · 187,390 sh	187,390	$16.8M	0.62%	+20.8%
95	FIRST ADVISORS#95 · 180,307 sh	180,307	$16.1M	<0.01%	+19.9%
96	HSBC PLC#96 · 178,432 sh	178,432	$16.0M	<0.01%	-18.5%
97	LITTLEJOHN#97 · 170,671 sh	170,671	$15.3M	19.43%	0.0%
98	PRICE T ROWE ASSOCIATES#98 · 167,494 sh	167,494	$15.0M	<0.01%	+1.4%
99	CAPITAL FUND MANAGEMENT S.A.#99 · 167,289 sh	167,289	$15.0M	0.07%	New
100	LORD, ABBETT#100 · 163,760 sh	163,760	$14.7M	0.04%	+8.4%

Funds that sold out of BLDR in Q2 2026 (148)

Held BLDR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held BLDR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Point72 Asset Management, L.P.572,626 sh	572,626	$47.1M
Cercano Management386,254 sh	386,254	$31.8M
Apollo Management , L.P.287,606 sh	287,606	$23.7M
Schonfeld Strategic Advisors273,723 sh	273,723	$22.5M
BALYASNY ASSET MANAGEMENT L.P.235,549 sh	235,549	$19.4M
Verition Fund Management228,437 sh	228,437	$18.8M
RENAISSANCE TECHNOLOGIES220,241 sh	220,241	$18.1M
AustralianSuper Pty Ltd203,336 sh	203,336	$16.7M
WORLDQUANT MILLENNIUM ADVISORS159,958 sh	159,958	$13.2M
SummitTX Capital, L.P.104,847 sh	104,847	$8.6M
RIHO Partners99,387 sh	99,387	$8.2M
Mountaineer Partners Management98,203 sh	98,203	$8.1M
Achmea Investment Management B.V.97,991 sh	97,991	$8.1M
Parkwood91,507 sh	91,507	$7.5M
Robeco Institutional Asset Management B.V.89,118 sh	89,118	$7.3M
De Lisle Partners LLP84,501 sh	84,501	$7.0M
AVIVA PLC81,345 sh	81,345	$6.7M
MOODY LYNN & LIEBERSON72,198 sh	72,198	$5.9M
Lighthouse Investment Partners70,766 sh	70,766	$5.8M
United Super Pty Ltd in its capacity as Trustee for the Cons68,839 sh	68,839	$5.7M
EAGLE GLOBAL ADVISORS60,369 sh	60,369	$5.0M
IPG Investment Advisors60,289 sh	60,289	$5.0M
Brevan Howard Capital Management43,920 sh	43,920	$3.6M
Old West Investment Management42,219 sh	42,219	$3.5M
Asio Capital34,281 sh	34,281	$2.8M
Tredje AP-fonden33,893 sh	33,893	$2.8M
Alberta Investment Management30,600 sh	30,600	$2.5M
Covea Finance29,956 sh	29,956	$2.5M
Campbell & Investment Adviser23,919 sh	23,919	$2.0M
Magnetar Financial24,019 sh	24,019	$1.9M
Lombard Odier Asset Management (Switzerland) SA22,278 sh	22,278	$1.8M
KCM INVESTMENT ADVISORS22,140 sh	22,140	$1.8M
SEB Asset Management AB21,832 sh	21,832	$1.8M
Swedbank AB21,681 sh	21,681	$1.8M
OP Asset Management Ltd20,830 sh	20,830	$1.7M
Impala Asset Management20,000 sh	20,000	$1.6M
IFM Investors Pty Ltd19,966 sh	19,966	$1.6M
SIMPLEX TRADING19,773 sh	19,773	$1.6M
BANK OF NOVA SCOTIA16,204 sh	16,204	$1.3M
KING LUTHER CAPITAL MANAGEMENT15,774 sh	15,774	$1.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT15,243 sh	15,243	$1.3M
National Pension Service14,466 sh	14,466	$1.2M
NISSAY ASSET MANAGEMENT /JAPAN14,265 sh	14,265	$1.2M
NORDEA INVESTMENT MANAGEMENT AB13,592 sh	13,592	$1.1M
PensionDanmark Pensionsforsikringsaktieselskab13,016 sh	13,016	$1.1M
WINCAP FINANCIAL12,758 sh	12,758	$1.1M
INTECH INVESTMENT MANAGEMENT10,996 sh	10,996	$905.3K
Concentric Capital Strategies10,969 sh	10,969	$903.1K
ABN AMRO INVESTMENT SOLUTIONS9,961 sh	9,961	$820.1K
Eschler Asset Management LLP9,660 sh	9,660	$795.3K
HARBER ASSET MANAGEMENT9,600 sh	9,600	$790.4K
Dynamic Technology Lab Private Ltd9,183 sh	9,183	$756.0K
Gulf International Bank (UK) Ltd8,678 sh	8,678	$714.0K
CANADA PENSION PLAN INVESTMENT BOARD8,436 sh	8,436	$694.5K
IMC-Chicago7,721 sh	7,721	$635.7K
Candriam S.C.A.7,710 sh	7,710	$634.8K
WESTBOURNE INVESTMENTS7,600 sh	7,600	$625.7K
FULLER & THALER ASSET MANAGEMENT7,512 sh	7,512	$618.5K
Legato Capital Management7,256 sh	7,256	$597.4K
OMERS ADMINISTRATION7,053 sh	7,053	$580.7K
DRW Securities6,689 sh	6,689	$550.7K
PRUDENTIAL PLC6,569 sh	6,569	$540.8K
Roundview Capital6,561 sh	6,561	$540.2K
Farringdon Capital, Ltd.6,251 sh	6,251	$514.6K
TOKIO MARINE ASSET MANAGEMENT LTD6,173 sh	6,173	$508.2K
Hardy Reed6,000 sh	6,000	$494.0K
ClearAlpha Technologies5,792 sh	5,792	$476.9K
Hodges Capital Management5,734 sh	5,734	$472.1K
LANDMARK INVESTMENT PARTNERS, L.P.4,726 sh	4,726	$389.1K
E. Ohman J:or Asset Management AB4,700 sh	4,700	$387.0K
Caprock Group4,661 sh	4,661	$383.7K
EVOLVE PRIVATE WEALTH4,661 sh	4,661	$383.7K
Perpetual Ltd4,531 sh	4,531	$373.0K
Diametric Capital4,441 sh	4,441	$365.6K
Wealth Group, Ltd.4,350 sh	4,350	$358.0K
Alphadyne Asset Management4,299 sh	4,299	$353.9K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY2,600 sh	2,600	$346.3K
Saudi Central Bank4,082 sh	4,082	$336.1K
FIRST MANHATTAN4,071 sh	4,071	$335.2K
GABELLI FUNDS4,000 sh	4,000	$329.3K
Alamea Verwaltungs GmbH3,903 sh	3,903	$321.3K
Obermeyer Wealth Partners3,844 sh	3,844	$316.5K
MQS Management3,814 sh	3,814	$314.0K
PEAK63,779 sh	3,779	$311.1K
Oslo Pensjonsforsikring AS3,741 sh	3,741	$308.0K
AlphaGrep UK Ltd3,666 sh	3,666	$301.8K
Neo Ivy Capital Management3,593 sh	3,593	$295.8K
PATTON FUND MANAGEMENT3,363 sh	3,363	$276.9K
Banque Cantonale Vaudoise3,316 sh	3,316	$273.0K
WORLD EQUITY GROUP3,308 sh	3,308	$272.3K
WEXFORD CAPITAL3,300 sh	3,300	$271.7K
B. Metzler seel. Sohn & AG3,249 sh	3,249	$267.5K
Calamos Advisors3,209 sh	3,209	$264.2K
Calamos Wealth Management3,209 sh	3,209	$264.2K
Metis Global Partners3,186 sh	3,186	$262.3K
ASAHI LIFE ASSET MANAGEMENT , LTD.3,125 sh	3,125	$257.3K
GUYASUTA INVESTMENT ADVISORS3,122 sh	3,122	$257.0K
ROYAL LONDON ASSET MANAGEMENT LTD3,095 sh	3,095	$254.8K
Applied Finance Capital Management2,805 sh	2,805	$230.9K
BENNETT SELBY INVESTMENTS2,756 sh	2,756	$226.9K

And 48 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.