BLDR

Builders Firstsource Inc$78.20 2.83%
Consumer DiscretionaryUSCUSIP 12008R107· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
477
-8 QoQ
13F Value (tracked)
$7.5B
Insider Net · 180d
$4.0M
1↑ 1↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)37 adding · 17 trimming
Insider net (180d)+$4.0M

Price & smart-money activity

$78.20 2.83%5Y +93.2%
$27.14$75.45$123.75$172.06$220.372021202220232024202520262232224
Hover for who · click for detailEnd-of-day closing prices52w $66.39 – $149.21
Build

Ask your agent what changed in BLDR

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/BLDR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BLDR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

477 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$721.3M
8.8M
−1.3%
Reduced · −115K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$578.5M
7.0M
New
+7.0M sh
Q1 2026
3STATE STREET CORP
$421.5M
5.1M
+0.2%
Added · +12K sh
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$355.6M
4.3M
New
+4.3M sh
Q1 2026
5DIMENSIONAL FUND ADVISORS LP
$244.3M
3.0M
+12%
Added · +326K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$236.6M
2.9M
+2.4%
Added · +67K sh
Q1 2026
7SANDS CAPITAL MANAGEMENT, LLC
$215.8M
2.6M
−5.0%
Reduced · −137K sh
Q1 2026
8Brave Warrior Advisors, LLC
$195.3M
2.4M
−0.3%
Reduced · −7K sh
Q1 2026
9Coliseum Capital Management, LLC
$172.3M
2.1M
+168%
Added · +1.3M sh
Q1 2026
10DIAMOND HILL CAPITAL MANAGEMENT INC
$145.2M
1.8M
−5.8%
Reduced · −109K sh
Q1 2026
11GOLDMAN SACHS GROUP INC
$141.3M
1.7M
+72%
Added · +720K sh
Q1 2026
12Focus Partners Wealth
$136.9M
1.7M
+140%
Added · +971K sh
Q1 2026
13Boston Partners
$131.9M
1.6M
−11%
Reduced · −188K sh
Q1 2026
14MORGAN STANLEY
$116.4M
1.4M
−8.4%
Reduced · −130K sh
Q1 2026
15Pictet Asset Management Holding SA
$113.5M
1.4M
+75%
Added · +589K sh
Q1 2026
16FMR LLC
$104.3M
1.3M
−64%
Reduced · −2.2M sh
Q1 2026
17DEUTSCHE BANK AG\
$93.4M
1.1M
+36%
Added · +298K sh
Q1 2026
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$92.3M
1.1M
+7.2%
Added · +75K sh
Q1 2026
19NORGES BANK
$109.3M
1.1M
−16%
Reduced · −206K sh
Q4 2025
20PUBLIC SECTOR PENSION INVESTMENT BOARD
$87.4M
1.1M
+0.3%
Added · +4K sh
Q1 2026
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$83.9M
1.0M
−0.7%
Reduced · −7K sh
Q1 2026
22NORTHERN TRUST CORP
$78.6M
955K
−3.8%
Reduced · −37K sh
Q1 2026
23BANK OF AMERICA CORP /DE/
$72.9M
885K
−7.0%
Reduced · −66K sh
Q1 2026
24FRONTIER CAPITAL MANAGEMENT CO LLC
$70.8M
860K
+49%
Added · +284K sh
Q1 2026
25MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$67.7M
823K
+3.7%
Added · +29K 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.

Fund activity: latest quarter

Opened (NEW)
6
funds
Added
31
funds
Reduced
17
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$4.4M
1 insiders
Sells · 180d
$391K
1 insiders
Net
$4.0M
2 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Jun 13, 2026Narayan GayatriPresident - Tech & DigitalTax withholding (F)3K$221K
Jun 5, 2026Herron Stephen JChief Operating OfficerGift (G)850$0
Jun 4, 2026Hiller MichaelCOO-DesignateGift (G)900$0
Jun 1, 2026Steinke Craig ArthurDirectorGrant (A)491$37K
Jun 1, 2026Charles Dirkson RDirectorGrant (A)409$31K
Jun 1, 2026Hayes William BDirectorGrant (A)508$39K
Jun 1, 2026CHRISTOPHE CLEVELAND ADirectorGrant (A)491$37K
Jun 1, 2026Boydston Cory JacobsDirectorGrant (A)409$31K
Jun 1, 2026ALEXANDER MARK ADirectorGrant (A)409$31K
Jun 1, 2026OLEARY JAMESDirectorGrant (A)491$37K
Jun 1, 2026Renz MariaDirectorGrant (A)426$32K
Jun 1, 2026LEVY PAUL SDirectorGrant (A)1K$80K

Institutional ownership over time

489 funds+13 since Q3 2024
0255509Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $7.4B

Funds that own BLDR also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT236 funds$262.1B
META PLATFORMS INC-CLASS AMETA235 funds$108.8B
ALPHABET INC-CL AGOOGL234 funds$169.6B
NVIDIA CORPNVDA232 funds$368.8B
AMAZON.COM INCAMZN232 funds$200.7B
JPMORGAN CHASE & COJPM228 funds$66.3B
BROADCOM INCAVGO226 funds$146.2B
APPLE INCAAPL225 funds$278.7B
VISA INC-CLASS A SHARESV225 funds$57.5B
ELI LILLY & COLLY221 funds$68.5B
BANK OF AMERICA CORPBAC219 funds$29.4B
COSTCO WHOLESALE CORPCOST216 funds$37.3B

Ranked by how many of BLDR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BLDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.