BLD

Topbuild Corp Cross-source read
Consumer DiscretionaryCUSIP 89055F103

Among active 13F managers last quarter, 23 opened and 21 added, while 22 reduced; the largest holder to move was HBK Investments L P (new position). No open-market insider trades in the last 180 days.

Tracked 13F holders
411
196 in Q2 2026 filings
13F value (tracked)
$8.3B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
44 adding · 22 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns BLD?

411 tracked 13F filers · ranked by shares held

411 tracked 13F filers disclose a position in BLD as of the latest SEC 13F filings, a combined $8.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1HBK Investments L P2.6M
$930.6M
New
+2.6M sh
Q2 2026
2Vanguard Capital Management LLC1.3M
$449.8M
+0.8%
Added · +10K sh
Q2 2026
3Vanguard Portfolio Management LLC1.2M
$415.7M
+1.4%
Added · +16K sh
Q2 2026
4ExodusPoint Capital Management, LP965K
$342.1M
58×
Added · +948K sh
Q2 2026
5Victory Capital Management Inc916K
$321.7M
+18%
Added · +138K sh
Q1 2026
6Boston Partners830K
$291.6M
+8.6%
Added · +66K sh
Q1 2026
7Pictet Asset Management Holding SA678K
$238.1M
−2.7%
Reduced · −19K sh
Q1 2026
8State Street Corp662K
$234.7M
−34%
Reduced · −338K sh
Q2 2026
9Bank Of America Corp626K
$219.9M
−17%
Reduced · −125K sh
Q1 2026
10Morgan Stanley569K
$199.8M
+23%
Added · +106K sh
Q1 2026
11BlackRock, Inc.567K
$201.0M
−81%
Reduced · −2.4M sh
Q2 2026
12Geode Capital Management, LLC539K
$229.5M
+1.7%
Added · +9K sh
Q2 2026
13Dimensional Fund Advisors LP500K
$175.7M
+0.5%
Added · +3K sh
Q1 2026
14O'Connor Alternative Investments, LLC480K
$170.3M
New
+480K sh
Q2 2026
15DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main459K
$161.2M
−3.3%
Reduced · −16K sh
Q1 2026
16TIG Advisors, LLC395K
$168.4M
New
+395K sh
Q2 2026
17Nordea Investment Management AB303K
$103.3M
+15%
Added · +40K sh
Q1 2026
18Barrow Hanley Mewhinney & Strauss LLC282K
$98.9M
+0.9%
Added · +3K sh
Q1 2026
19Tudor Investment Corp Et Al273K
$116.5M
New
+273K sh
Q2 2026
20Northern Trust Corp267K
$93.8M
−9.2%
Reduced · −27K sh
Q1 2026
21UBS Group AG263K
$92.5M
+19%
Added · +42K sh
Q1 2026
22Artisan Partners Limited Partnership261K
$91.6M
+7.2%
Added · +17K sh
Q1 2026
23Royal London Asset Management Ltd254K
$90.1M
−49%
Reduced · −243K sh
Q2 2026
24Norges Bank252K
$104.9M
−26%
Reduced · −89K sh
Q4 2025
25Charles Schwab Investment Management Inc235K
$82.4M
+4.4%
Added · +10K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is BLD being bought or sold by institutions?

Last quarter, 23 funds opened a new position in BLD and 21 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
23
funds took a first position
Added
21
added to an existing position
Reduced
22
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BLD also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT232 funds$257.7B
Nvidia CorpNVDA227 funds$399.1B
Alphabet Inc-CL CGOOG222 funds$123.9B
Amazon.com IncAMZN221 funds$199.7B
Apple IncAAPL220 funds$287.0B
Meta Platforms Inc-Class AMETA220 funds$113.0B
Alphabet Inc-CL AGOOGL219 funds$185.1B
Broadcom IncAVGO218 funds$156.0B
JPMorgan Chase & CoJPM217 funds$66.8B
Eli Lilly & CoLLY214 funds$79.5B
Micron Technology IncMU213 funds$54.7B
Bank Of America CorpBAC213 funds$30.9B

Ranked by how many of BLD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BLD.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Dec 11, 2025Buck Robert MPresident and CEO, DirectorSell (S)5K$2.3M
Nov 26, 2025Machado Luis FranciscoVP, Gen. Counsel, Corp Sec.Sell (S)1K$450K
Nov 24, 2025Bautista Ernesto IIIDirectorSell (S)130$56K
Nov 7, 2025Buck Robert MPresident and CEO, DirectorSell (S)5K$2.1M
Aug 27, 2025Donikowski TinaDirectorSell (S)370$158K
Aug 22, 2025Kuhns Robert MVice President and CFOSell (S)1K$591K
Aug 12, 2025Viselli Joey MVP and Chief Growth OfficerSell (S)467$194K
Aug 8, 2025Kuhns Robert MVice President and CFOSell (S)2K$832K
Aug 7, 2025Machado Luis FranciscoVP, Gen. Counsel, Corp Sec.Sell (S)990$411K
Aug 7, 2025Krestancic Jeff MPresident, TruTeamSell (S)373$155K
Aug 7, 2025Kuhns Robert MVice President and CFOSell (S)2K$669K
Aug 7, 2025Buck Robert MPresident and CEO, DirectorSell (S)7K$3.1M

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3838
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
BLD is in Consumer Discretionary, which smart money is rotating OUT OF
$3.0B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

196 tracked filers in Q2 2026 filingsstill filing
0235469Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.8B · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BLDthis pagecs411 funds$8.3B
89055FAD5Corporate Bond - Domestic1 funds$73K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for BLD

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Ask your agent what changed in BLD

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BLD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BLD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for BLD. Filings are public domain, sourced to SEC EDGAR.