BLDR Builders FirstSource, Inc.: institutional ownership and insider trading
705 funds reported holding $11.3B of Builders FirstSource, Inc. in their latest 13F filings; in Q2 2026 funds net bought $113M, with 87 new positions and 149 funds selling out; over the last 12 months insiders bought $4.39M and sold $391K on the open market; over its last four quarters it reported revenue of $14.4B and net income of $103M.
BLDR revenue and earnings
- Quarter ended Jun 30, 2026: revenue $3.86B, net income −$3.90M, EPS -0.04
- Quarter ended Mar 31, 2026: revenue $3.29B, net income −$47.4M, EPS -0.43
- Quarter ended Dec 31, 2025: revenue $3.36B, net income $31.5M, EPS 0.29
- Quarter ended Sep 30, 2025: revenue $3.94B, net income $122M, EPS 1.10
Famous investors holding BLDR
- Dan Sundheim (D1 Capital Partners): $147M, 0.4% of the portfolio
- Tweedy, Browne (Tweedy, Browne Company): $1.75M, 0.1% of the portfolio
- Ray Dalio (Bridgewater Associates): $4.59M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $83.9M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $35.9M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $3.69M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $2.17M, 0.0% of the portfolio
Largest institutional holders of BLDR
- VANGUARD GROUP INC — $1.27B
- BlackRock, Inc. (BLK) — $701M
- VANGUARD CAPITAL MANAGEMENT LLC — $613M
- STATE STREET CORP (STT, STT-PG) — $433M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $372M
- Capital International Investors — $350M
- Pictet Asset Management Holding SA — $340M
- WELLINGTON MANAGEMENT GROUP LLP — $310M
- DIMENSIONAL FUND ADVISORS LP — $308M
- Invesco Ltd. (IVZ) — $299M
Recent BLDR insider trades
- May 8, 2026: Rush David E sold 5,000 shares ($391K)
- Mar 13, 2026: Levy Paul S bought 50,000 shares ($4.39M)
- Aug 22, 2025: Johnson Timothy D sold 1,250 shares ($181K)
- Jun 10, 2025: Vance Todd bought 1,948 shares ($225K)
5%+ owners
- BlackRock, Inc.: 12.0% (Schedule 13G/A, filed Oct 5, 2026)
- Vanguard Capital Management: 7.2% (Schedule 13G, filed Apr 29, 2026)