Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BLDR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.8M | $721.3M | -1.3% | 7.921% | 0.01% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7.0M | $578.5M | — | 6.353% | 0.01% |
| 3 | STATE STREET CORP | 5.1M | $421.5M | +0.2% | 4.629% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3M | $355.6M | — | 3.905% | 0.02% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 3.7M | $302.9M | +10.9% | 3.327% | 0.06% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $244.3M | +12.3% | 2.683% | 0.05% |
| 7 | Capital International Investors | 2.9M | $242.3M | +16.5% | 2.661% | 0.06% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $236.6M | +2.4% | 2.608% | 0.01% |
| 9 | SANDS CAPITAL MANAGEMENT, LLC | 2.6M | $215.8M | -5.0% | 2.370% | 0.85% |
| 10 | Invesco Ltd. | 2.6M | $214.4M | +23.9% | 2.354% | 0.03% |
| 11 | Brave Warrior Advisors, LLC | 2.4M | $195.3M | -0.3% | 2.145% | 4.83% |
| 12 | Coliseum Capital Management, LLC | 2.1M | $172.3M | +168.1% | 1.892% | 14.13% |
| 13 | DIAMOND HILL CAPITAL MANAGEMENT INC | 1.8M | $145.2M | -5.8% | 1.595% | 0.91% |
| 14 | GOLDMAN SACHS GROUP INC | 1.7M | $141.3M | +68.3% | 1.552% | 0.02% |
| 15 | Focus Partners Wealth | 1.7M | $136.9M | +140.1% | 1.504% | 0.15% |
| 16 | Boston Partners | 1.6M | $131.9M | -10.5% | 1.449% | 0.14% |
| 17 | MORGAN STANLEY | 1.4M | $116.4M | -8.5% | 1.278% | 0.01% |
| 18 | Pictet Asset Management Holding SA | 1.4M | $113.5M | +74.6% | 1.246% | 0.12% |
| 19 | FMR LLC | 1.3M | $104.3M | -63.6% | 1.145% | 0.01% |
| 20 | DEUTSCHE BANK AG\ | 1.1M | $93.4M | +35.7% | 1.026% | 0.03% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $92.3M | +7.2% | 1.014% | 0.01% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1M | $88.7M | +9.2% | 0.974% | 0.01% |
| 23 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 1.1M | $87.4M | +0.3% | 0.959% | 0.27% |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.0M | $83.9M | -0.7% | 0.921% | 0.03% |
| 25 | MILLENNIUM MANAGEMENT LLC | 1.0M | $83.4M | +240.4% | 0.916% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BLDR — a direct measure of their conviction.
Filings activity in BLDR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 709 | 5.0% | 100.99% | 23.11 pp | $8.69B | 19% |
| Q4 2025 | 746 | 0.5% | 124.10% | 34.38 pp | $10.67B | 22% |
| Q3 2025 | 750 | +0.0% | 158.48% | +13.03 pp | $13.63B | +9.0% |
| Q2 2025 | 750 | 0.7% | 145.45% | 8.93 pp | $12.51B | 5.8% |
| Q1 2025 | 755 | 3.7% | 154.38% | 19.01 pp | $13.28B | 11% |
| Q4 2024 | 784 | 1.0% | 173.39% | 26.60 pp | $14.92B | 27% |
| Q3 2024 | 792 | +6.5% | 199.99% | +31.83 pp | $20.33B | +41% |
| Q2 2024 | 744 | — | 168.16% | — | $14.46B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BLDR stock.
Based on Q1 2026 13F filings, institutional ownership of Builders FirstSource, Inc. stands at 101.0%, held across 709 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BLDR, with approximately 8,761,277 shares worth $0.72B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BLDR, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for BLDR is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
116 institutions opened new positions in BLDR during Q1 2026, while 153 fully exited. 140 added to existing positions and 449 trimmed.
BLDR institutional ownership fell by 23.11 percentage points quarter-over-quarter, with a net change of -37 holders.
The top 10 institutions account for 40.7% of all reported 13F value in BLDR, and the top 25 account for 61.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Builders FirstSource, Inc. (BLDR) Institutional Ownership