Who owns Builders FirstSource (BLDR)
Which tracked institutional funds hold BLDR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLDR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
BLDR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BLDR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BLDR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their BLDR positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,833,417 | $701M | 8.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 6,854,631 | $613M | 7.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 4,839,758 | $433M | 5.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,162,116 | $372M | 4.3% | 2026-Q2 |
| Capital International Investors added | 3,907,321 | $350M | 4.1% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 3,801,076 | $340M | 4.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,465,251 | $310M | 3.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,439,279 | $308M | 3.6% | 2026-Q2 |
| Invesco Ltd. added | 3,346,367 | $299M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,834,402 | $253M | 3.0% | 2026-Q2 |
| Coliseum Capital Management, LLC added | 2,598,218 | $232M | 2.7% | 2026-Q2 |
| Brave Warrior Advisors, LLC trimmed | 2,340,571 | $209M | 2.4% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 2,283,236 | $204M | 2.4% | 2026-Q2 |
| D1 Capital Partners L.P. new | 1,639,222 | $147M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,552,867 | $139M | 1.6% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 1,507,684 | $135M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,391,799 | $125M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,222,034 | $109M | 1.3% | 2026-Q2 |
| Public Sector Pension Investment Board added | 1,074,139 | $96M | 1.1% | 2026-Q2 |
| Holocene Advisors, LP added | 1,066,869 | $95M | 1.1% | 2026-Q2 |
| Capital World Investors added | 1,005,583 | $90M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 936,880 | $84M | 1.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 915,658 | $82M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 898,310 | $80M | 0.9% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 891,669 | $80M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 888,118 | $79M | 0.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 881,993 | $79M | 0.9% | 2026-Q2 |
| NORGES BANK trimmed | 860,958 | $77M | 0.9% | 2026-Q2 |
| Jupiter Topco LLC new | 826,290 | $74M | 0.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 809,251 | $72M | 0.8% | 2026-Q2 |
| FMR LLC trimmed | 795,290 | $71M | 0.8% | 2026-Q2 |
| Loews Corp added | 780,000 | $70M | 0.8% | 2026-Q2 |
| Evercore Wealth Management, LLC trimmed | 769,146 | $69M | 0.8% | 2026-Q2 |
| UBS Group AG added | 760,514 | $68M | 0.8% | 2026-Q2 |
| Atlas FRM LLC added | 718,000 | $64M | 0.7% | 2026-Q2 |
| Clearbridge Investments, LLC added | 717,266 | $64M | 0.7% | 2026-Q2 |
| Allianz Asset Management GmbH added | 674,168 | $60M | 0.7% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 656,421 | $59M | 0.7% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 651,389 | $58M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 619,057 | $55M | 0.6% | 2026-Q2 |
| Long Focus Capital Management, LLC added | 617,000 | $55M | 0.6% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 602,233 | $54M | 0.6% | 2026-Q2 |
| L1 Capital Pty Ltd added | 600,269 | $54M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 599,598 | $54M | 0.6% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 598,900 | $54M | 0.6% | 2026-Q2 |
| Capital Research Global Investors trimmed | 593,700 | $53M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 554,604 | $50M | 0.6% | 2026-Q2 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC added | 553,722 | $50M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 512,218 | $47M | 0.5% | 2026-Q2 |
| ROBOTTI ROBERT trimmed | 510,158 | $46M | 0.5% | 2026-Q2 |
| Fiera Capital Corp trimmed | 473,608 | $42M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 465,506 | $42M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 402,128 | $36M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 395,219 | $35M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 362,746 | $32M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 354,523 | $32M | 0.4% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC trimmed | 343,172 | $31M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 338,155 | $30M | 0.4% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 336,660 | $30M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 319,262 | $29M | 0.3% | 2026-Q2 |
| COMMERCE BANK trimmed | 307,514 | $28M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 303,482 | $27M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 297,974 | $27M | 0.3% | 2026-Q2 |
| KLCM Advisors, Inc. added | 296,590 | $27M | 0.3% | 2026-Q2 |
| JB CAPITAL PARTNERS LP | 292,265 | $26M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 291,864 | $26M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 277,776 | $25M | 0.3% | 2026-Q2 |
| Lodge Hill Capital, LLC trimmed | 271,700 | $24M | 0.3% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 262,500 | $23M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 259,894 | $23M | 0.3% | 2026-Q2 |
| RBF Capital, LLC | 258,702 | $23M | 0.3% | 2026-Q2 |
| SAMLYN CAPITAL, LLC trimmed | 249,723 | $22M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 249,254 | $22M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 246,495 | $22M | 0.3% | 2026-Q2 |
| Long Pond Capital, LP new | 245,750 | $22M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 244,625 | $22M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 243,422 | $22M | 0.3% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 240,411 | $22M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 240,015 | $21M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 230,169 | $21M | 0.2% | 2026-Q2 |
| GoodHaven Capital Management, LLC added | 228,760 | $20M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 227,956 | $20M | 0.2% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 225,588 | $20M | 0.2% | 2026-Q2 |
| Woodson Capital Management, LP added | 220,000 | $20M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 218,465 | $20M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 216,587 | $19M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 204,125 | $18M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 200,342 | $18M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 194,265 | $17M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 191,490 | $17M | 0.2% | 2026-Q2 |
| Cinctive Capital Management LP added | 187,390 | $17M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 180,307 | $16M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 178,432 | $16M | 0.2% | 2026-Q2 |
| LITTLEJOHN & CO LLC | 170,671 | $15M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 167,494 | $15M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 167,289 | $15M | 0.2% | 2026-Q2 |
| STADIUM CAPITAL MANAGEMENT LLC | 158,894 | $14M | 0.2% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 157,297 | $14M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 157,009 | $14M | 0.2% | 2026-Q2 |
| Mountain Lake Investment Management LLC added | 147,867 | $13M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.