BLDR

Builders Firstsource Inc
Consumer DiscretionaryUSCUSIP 12008R107◍ Confluence graph
Tracked 13F Holders
603
-287 QoQ
13F Value (tracked)
$7.9B
Insider Net · 180d
$4.0M
1↑ 1↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)33 adding · 21 trimming
Insider net (180d)+$4.0M

Who owns BLDR?

603 tracked 13F filers

603 tracked 13F filers disclose a position in BLDR as of the latest SEC 13F filings, a combined $7.9B 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#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
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$433.1M
4.8M
−5.5%
Reduced · −280K sh
Q2 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$355.6M
4.3M
First observed position
No prior filed position
Q1 2026
5DIMENSIONAL FUND ADVISORS LP
$244.3M
3.0M
+12%
Added · +326K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$253.2M
2.8M
−1.7%
Reduced · −50K sh
Q2 2026
7Brave Warrior Advisors, LLC
$195.3M
2.4M
−0.3%
Reduced · −7K sh
Q1 2026
8SANDS CAPITAL MANAGEMENT, LLC
$204.3M
2.3M
−13%
Reduced · −338K sh
Q2 2026
9Coliseum Capital Management, LLC
$172.3M
2.1M
+168%
Added · +1.3M sh
Q1 2026
10GOLDMAN SACHS GROUP INC
$141.3M
1.7M
+72%
Added · +720K sh
Q1 2026
11Focus Partners Wealth
$136.9M
1.7M
+140%
Added · +971K sh
Q1 2026
12D1 Capital Partners L.P.
$146.7M
1.6M
New
+1.6M sh
Q2 2026
13Boston Partners
$131.9M
1.6M
−11%
Reduced · −188K sh
Q1 2026
14DIAMOND HILL CAPITAL MANAGEMENT INC
$134.9M
1.5M
−15%
Reduced · −256K sh
Q2 2026
15MORGAN STANLEY
$116.4M
1.4M
−8.4%
Reduced · −130K sh
Q1 2026
16Pictet Asset Management Holding SA
$113.5M
1.4M
+75%
Added · +589K sh
Q1 2026
17FMR LLC
$104.3M
1.3M
−64%
Reduced · −2.2M sh
Q1 2026
18DEUTSCHE BANK AG\
$93.4M
1.1M
+36%
Added · +298K sh
Q1 2026
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$92.3M
1.1M
+7.2%
Added · +75K sh
Q1 2026
20PUBLIC SECTOR PENSION INVESTMENT BOARD
$96.1M
1.1M
+1.2%
Added · +13K sh
Q2 2026
21NORGES BANK
$109.3M
1.1M
−16%
Reduced · −206K sh
Q4 2025
22MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$83.9M
1.0M
−0.7%
Reduced · −7K sh
Q1 2026
23NORTHERN TRUST CORP
$78.6M
955K
−3.8%
Reduced · −37K sh
Q1 2026
24BANK OF AMERICA CORP /DE/
$72.9M
885K
−7.0%
Reduced · −66K 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.

Is BLDR being bought or sold by institutions?

Last quarter, 6 funds opened a new position in BLDR and 27 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
27
funds
Reduced
21
funds
Exited
0
funds

Funds that own BLDR also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT346 funds$299.6B
AMAZON.COM INCAMZN340 funds$224.6B
ALPHABET INC-CL AGOOGL335 funds$193.1B
NVIDIA CORPNVDA334 funds$430.9B
META PLATFORMS INC-CLASS AMETA333 funds$127.0B
APPLE INCAAPL329 funds$327.3B
JPMORGAN CHASE & COJPM326 funds$73.4B
ELI LILLY & COLLY323 funds$81.8B
BROADCOM INCAVGO320 funds$171.2B
VISA INC-CLASS A SHARESV319 funds$69.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B319 funds$42.3B
ALPHABET INC-CL CGOOG318 funds$134.9B

Ranked by how many of BLDR's institutional holders also hold each name, a cross-fund conviction signal.

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
May 8, 2026Rush David EDirectorSell (S)5K$391K
Mar 13, 2026LEVY PAUL SDirectorBuy (P)50K$4.4M
Aug 22, 2025Johnson Timothy DEVP & General CounselSell (S)1K$181K
Jun 10, 2025Vance ToddPresident - East DivisionBuy (P)2K$225K
May 27, 2025Charles Dirkson RDirectorBuy (P)5K$548K
May 9, 2025LEVY PAUL SDirectorBuy (P)284K$31.5M
May 8, 2025LEVY PAUL SDirectorBuy (P)216K$24.0M
Feb 27, 2025Rush David EDirectorSell (S)18K$2.5M
Nov 15, 2024Beckmann PeteEVP & CFOSell (S)3K$515K
Nov 7, 2024CHRISTOPHE CLEVELAND ADirectorSell (S)10K$1.8M
Aug 8, 2024Steinke Craig ArthurDirectorSell (S)30K$4.6M
May 30, 2024Hiller MichaelPresident - Central DivisionSell (S)5K$776K

Institutional ownership over time

320 funds-249 since Q3 2024
0316632Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.2B

Share classes

Class13F holdersValue held
BLDRthis pagecs603 funds$7.9B
12008RAP2Corporate Bond - Domestic1 funds$106K
12008RAS6Corporate Bond - Domestic1 funds$94K
12008RAT4Corporate Bond - Domestic1 funds$75K

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

Recent filings

15 shown

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Connected entities for BLDR

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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.

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.