Builders FirstSource, Inc. 13F holders
672 funds reported a position in Builders FirstSource, Inc. in their 13F for the quarter ended 30 June 2026, together 108.1 million shares worth $9.67 billion. Against the quarter before, 77 opened a position, 239 added, 256 trimmed and 149 sold out; together they bought a net 712,669 shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.
Funds holding672-54 on Q1 2026
Shares they held108.1Mworth $9.67 billion
Net bought on the quarter712,669 sharesabout $63.8 million at the funds' values
Funds buying to selling316 to 405opened or added, to cut or sold
Opened 77Added 239Held 96Trimmed 256Sold out 149
What each fund did in BLDR against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in BLDR in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 108 reported a position in Builders FirstSource, Inc.: 16 opened one, 46 added, 29 trimmed and 33 sold out, a net 129,382 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 8 reported a position in Builders FirstSource, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 2.8 million shares worth $253.2 million, 0.0% of its reported book. New this quarter: Capital Research Global Investors. Sold out: Soros Fund Management, Renaissance Technologies, Point72 Asset Management. In the quarter, 3 funds added or opened a position and 7 trimmed or sold out; together they sold a net 929,588 shares, about $83.2 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 2,834,402 | $253.2 million | 0.0% | -50,117 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 860,958 | $77.0 million | 0.0% | held | 30 June 2026 | 13F | |
| FMR LLC | 795,290 | $71.2 million | 0.0% | -471,014 | trimmed | 30 June 2026 | 13F |
| Capital Research Global Investors | 593,700 | $53.2 million | 0.0% | +593,700 | new | 30 June 2026 | 13F |
| Citadel Advisors | 465,506 | $41.7 million | 0.0% | -71,763 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 354,523 | $31.7 million | 0.0% | -216,739 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 51,283 | $4.6 million | 0.0% | +47,221 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 41,224 | $3.7 million | 0.0% | +34,647 | added | 30 June 2026 | 13F |
| Soros Fund Management | 0 | $0 | 0.0% | -2,656 | exited | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -220,241 | exited | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -572,626 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7,833,417 | 7.25% | $700.9 million | 0.01% | -927,860 | 13F |
| Vanguard Capital Management LLC | 6,854,631 | 6.34% | $613.4 million | 0.01% | -172,443 | 13F |
| State Street Corp. | 4,839,758 | 4.48% | $433.1 million | 0.01% | -280,332 | 13F |
| Vanguard Portfolio Management LLC | 4,162,116 | 3.85% | $372.4 million | 0.02% | -156,679 | 13F |
| Capital International Investors | 3,907,321 | 3.61% | $349.6 million | 0.07% | +964,190 | 13F |
| Pictet Asset Management Holding SA | 3,801,076 | 3.52% | $340.1 million | 0.33% | +2,422,744 | 13F |
| Wellington Management Group LLP | 3,465,251 | 3.21% | $310.1 million | 0.05% | -214,206 | 13F |
| Dimensional Fund Advisors LP | 3,439,279 | 3.18% | $307.8 million | 0.06% | +471,535 | 13F |
| Invesco Ltd. | 3,346,367 | 3.10% | $299.4 million | 0.02% | +742,045 | 13F |
| Geode Capital Management, LLC | 2,834,402 | 2.62% | $253.2 million | 0.01% | -50,117 | 13F |
| Coliseum Capital Management, LLC | 2,598,218 | 2.40% | $232.5 million | 20.00% | +505,000 | 13F |
| Brave Warrior Advisors, LLC | 2,340,571 | 2.17% | $209.4 million | 4.56% | -31,721 | 13F |
| Sands Capital Management, LLC | 2,283,236 | 2.11% | $204.3 million | 0.76% | -337,849 | 13F |
| D1 Capital Partners L.P. | 1,639,222 | 1.52% | $146.7 million | 0.42% | new | 13F |
| Morgan Stanley | 1,552,867 | 1.44% | $139.0 million | 0.01% | +139,636 | 13F |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1,507,684 | 1.39% | $134.9 million | 1.08% | -256,250 | 13F |
| Goldman Sachs Group Inc. | 1,391,799 | 1.29% | $124.5 million | 0.01% | -325,005 | 13F |
| Charles Schwab Investment Management Inc. | 1,222,034 | 1.13% | $109.3 million | 0.01% | +100,957 | 13F |
| Public Sector Pension Investment Board | 1,074,139 | 0.99% | $96.1 million | 0.25% | +12,907 | 13F |
| Holocene Advisors, LP | 1,066,869 | 0.99% | $95.5 million | 0.22% | +503,988 | 13F |
| Capital World Investors | 1,005,583 | 0.93% | $90.0 million | 0.01% | +226,385 | 13F |
| Bank of America Corp. | 936,880 | 0.87% | $83.8 million | 0.01% | +51,799 | 13F |
| Arrowstreet Capital, Limited Partnership | 915,658 | 0.85% | $81.9 million | 0.04% | +632,494 | 13F |
| Northern Trust Corp. | 898,310 | 0.83% | $80.4 million | 0.01% | -56,462 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 891,669 | 0.82% | $79.8 million | 0.10% | +69,073 | 13F |
| Ameriprise Financial Inc. | 888,118 | 0.82% | $79.5 million | 0.02% | +681,391 | 13F |
| Focus Partners Wealth | 881,993 | 0.82% | $78.9 million | 0.08% | -781,207 | 13F |
| Norges Bank | 860,958 | 0.80% | $77.0 million | 0.01% | 13F | |
| Jupiter Topco LLC | 826,290 | 0.76% | $73.9 million | 0.03% | first 13F | 13F |
| Massachusetts Financial Services Co. | 809,251 | 0.75% | $72.4 million | 0.02% | -209,364 | 13F |
| FMR LLC | 795,290 | 0.74% | $71.2 million | 0.00% | -471,014 | 13F |
| Loews Corp | 780,000 | 0.72% | $69.8 million | 0.56% | +40,000 | 13F |
| Evercore Wealth Management, LLC | 769,146 | 0.71% | $68.8 million | 0.97% | -33,572 | 13F |
| UBS Group AG | 760,514 | 0.70% | $68.1 million | 0.01% | +9,387 | 13F |
| Atlas FRM LLC | 718,000 | 0.66% | $64.2 million | 2.75% | +641,000 | 13F |
| Clearbridge Investments, LLC | 717,266 | 0.66% | $64.2 million | 0.05% | +47,762 | 13F |
| Anchor Capital Advisors LLC | 673,320 | 0.62% | $60.2 million | 0.85% | +324,740 | 13F |
| Westfield Capital Management Co. LP | 656,421 | 0.61% | $58.7 million | 0.19% | new | 13F |
| Frontier Capital Management Co. LLC | 651,389 | 0.60% | $58.3 million | 0.54% | -209,105 | 13F |
| Deutsche Bank AG | 619,057 | 0.57% | $55.4 million | 0.02% | -515,448 | 13F |
| Long Focus Capital Management, LLC | 617,000 | 0.57% | $55.2 million | 2.25% | +138,000 | 13F |
| Allianz Asset Management GmbH | 603,440 | 0.56% | $54.0 million | 0.05% | +383,708 | 13F |
| Zurich Insurance Group Ltd | 602,233 | 0.56% | $53.9 million | 0.37% | +488,173 | 13F |
| L1 Capital Pty Ltd | 600,269 | 0.56% | $53.7 million | 1.80% | +307,766 | 13F |
| Vanguard Fiduciary Trust Co. | 599,598 | 0.55% | $53.7 million | 0.01% | -18,421 | 13F |
| Caisse de depot et placement du Quebec | 598,900 | 0.55% | $53.6 million | 0.08% | +198,336 | 13F |
| Capital Research Global Investors | 593,700 | 0.55% | $53.2 million | 0.01% | new | 13F |
| Bank of New York Mellon Corp | 554,604 | 0.51% | $49.6 million | 0.01% | +17,177 | 13F |
| Semper Augustus Investments Group LLC | 553,722 | 0.51% | $49.5 million | 5.60% | +325,512 | 13F |
| JPMorgan Chase & Co. | 512,218 | 0.47% | $46.8 million | 0.00% | +195,333 | 13F |
The 50 largest of the 672 funds that reported a position in BLDR in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on BLDR
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 236,800 | $21.2 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 235,100 | $21.0 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 32,900 | $2.9 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 21,800 | $2.0 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 16,000 | $1.4 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 13,300 | $1.2 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 5 October 2026 | 13G/A | BlackRock, Inc. and 1 other | 12.9 million | 12.0% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 8.0 million | 7.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 December 2025 | 13G/A | FMR LLC and 3 others | 3.7 million | 3.3% | 28 November 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 14,100 | $57.53 | SEC |
| 23 September 2026 | 252 | $60.87 | SEC |
| 22 September 2026 | 2,927 | $58.52 | SEC |
| 21 September 2026 | 410,946 | $58.12 | SEC |
| 17 September 2026 | 4,461 | $59.65 | SEC |
| 4 September 2026 | 154 | $64.18 | SEC |
| 20 August 2026 | 18 | $72.55 | SEC |
| 17 August 2026 | 50 | $72.51 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.