Ranked by reported Q2 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. | 7.8M | $700.9M | -10.6% | 7.283% | 0.01% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | $613.4M | -2.5% | 6.373% | 0.01% |
| 3 | STATE STREET CORP | 4.8M | $433.1M | -5.5% | 4.500% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | $372.4M | -3.6% | 3.870% | 0.02% |
| 5 | Capital International Investors | 3.9M | $349.6M | +32.8% | 3.633% | 0.07% |
| 6 | Pictet Asset Management Holding SA | 3.8M | $340.1M | +175.8% | 3.534% | 0.32% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 3.5M | $310.1M | -5.8% | 3.222% | 0.05% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 3.4M | $307.8M | +15.9% | 3.198% | 0.06% |
| 9 | Invesco Ltd. | 3.3M | $299.4M | +28.5% | 3.111% | 0.02% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $253.2M | -1.7% | 2.635% | 0.01% |
| 11 | Coliseum Capital Management, LLC | 2.6M | $232.5M | +24.1% | 2.416% | 20.00% |
| 12 | Brave Warrior Advisors, LLC | 2.3M | $209.4M | -1.3% | 2.176% | 4.56% |
| 13 | SANDS CAPITAL MANAGEMENT, LLC | 2.3M | $204.3M | -12.9% | 2.123% | 0.76% |
| 14 | D1 Capital Partners L.P. | 1.6M | $146.7M | — | 1.524% | 0.42% |
| 15 | MORGAN STANLEY | 1.6M | $139.0M | +9.9% | 1.444% | 0.01% |
| 16 | Diamond Hill Capital Management, LLC (Investment Advisor) | 1.5M | $134.9M | -14.5% | 1.402% | 1.08% |
| 17 | GOLDMAN SACHS GROUP INC | 1.4M | $124.5M | -18.9% | 1.294% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $109.3M | +9.0% | 1.136% | 0.01% |
| 19 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 1.1M | $96.1M | +1.2% | 0.999% | 0.12% |
| 20 | Holocene Advisors, LP | 1.1M | $95.5M | +89.5% | 0.992% | 0.22% |
| 21 | Capital World Investors | 1.0M | $90.0M | +29.0% | 0.935% | 0.01% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 991K | $88.7M | -8.0% | 0.921% | 0.01% |
| 23 | CITADEL ADVISORS LLC | 937K | $83.9M | +10.8% | 0.872% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 937K | $83.8M | +5.9% | 0.871% | 0.01% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 916K | $81.9M | +223.4% | 0.851% | 0.04% |
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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 675 | 7.8% | 102.57% | +1.11 pp | $9.68B | +9.8% |
| Q1 2026 | 732 | 3.0% | 101.46% | +2.50 pp | $8.82B | 19% |
| Q4 2025 | 755 | 1.2% | 98.96% | 5.01 pp | $10.91B | 21% |
| Q3 2025 | 764 | +1.9% | 103.97% | +4.34 pp | $13.83B | +11% |
| Q2 2025 | 750 | 0.7% | 99.63% | +4.41 pp | $12.51B | 5.8% |
| Q1 2025 | 755 | 3.7% | 95.22% | 0.89 pp | $13.28B | 11% |
| Q4 2024 | 784 | 1.0% | 96.11% | 8.29 pp | $14.92B | 27% |
| Q3 2024 | 792 | — | 104.40% | — | $20.33B | — |
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 Q2 2026 13F filings, institutional ownership of Builders FirstSource, Inc. stands at 102.6%, held across 675 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BLDR, with approximately 7,833,417 shares worth $0.70B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BLDR, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for BLDR is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
80 institutions opened new positions in BLDR during Q2 2026, while 146 fully exited. 386 added to existing positions and 189 trimmed.
BLDR institutional ownership rose by 1.11 percentage points quarter-over-quarter, with a net change of -57 holders.
The top 10 institutions account for 41.1% of all reported 13F value in BLDR, and the top 25 account for 60.9%.
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