BLDR
Builders FirstSource, Inc. · Basic Materials · Construction Materials
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +6.3% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 149 | -8 | 71.01M | $6.35B | +9 | −16 |
| Q1 2026 | 159 | -4 | 71.68M | $5.90B | +5 | −10 |
| Q4 2025 | 162 | +1 | 79.68M | $8.20B | +5 | −3 |
| Q3 2025 | 21 | -3 | 50.93M | $6.17B | +1 | −5 |
| Q2 2025 | 22 | +3 | 49.55M | $5.78B | +4 | −1 |
| Q1 2025 | 16 | 0 | 16.67M | $2.08B | +1 | −1 |
| Q4 2024 | 16 | -2 | 15.82M | $2.26B | +1 | −3 |
| Q3 2024 | 17 | +1 | 12.21M | $2.37B | +2 | −1 |
| Q2 2024 | 16 | — | 11.49M | $1.59B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 3.46M | -19.2% | $670.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 3.46M | -19.2% | $670.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 3.46M | -19.2% | $670.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 3.46M | -19.2% | $670.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 3.46M | -19.2% | $670.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 3.46M | -19.2% | $670.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 3.46M | -19.2% | $670.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 3.46M | -19.2% | $670.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 2.82M | -3.3% | $545.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 2.82M | -3.3% | $545.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 1.38M | New | $267.13M | 0.2% | New | 1 | SEC ↗ |
| 12 | Baillie Gifford ✦ | 1.38M | New | $267.13M | 0.2% | New | 1 | SEC ↗ |
| 13 | Baillie Gifford ✦ | 1.38M | New | $267.13M | 0.2% | New | 1 | SEC ↗ |
| 14 | Baillie Gifford ✦ | 1.38M | New | $267.13M | 0.2% | New | 1 | SEC ↗ |
| 15 | Norges Bank ✦ (passive) | 1.26M | -0.8% | $245.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Capital World Investors ✦ | 815.66K | +7.3% | $158.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 684.30K | +360.1% | $132.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 466.33K | New | $90.40M | 0.1% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 466.33K | New | $90.40M | 0.1% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 316.36K | -33.9% | $61.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 316.36K | -33.9% | $61.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 316.36K | -33.9% | $61.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 292.18K | -13.5% | $56.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | T. Rowe Price ✦ | 292.18K | -13.5% | $56.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Arrowstreet Capital ✦ | 287.57K | +26.6% | $55.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fisher Asset Management ✦ | 170.96K | +2.0% | $33.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 113.78K | -16.3% | $22.06M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 28 | Adage Capital Partners ✦ | 87.80K | -67.7% | $17.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Soros Fund Management ✦ | 28.80K | -56.5% | $5.58M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 23.57K | -68.7% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 23.57K | -68.7% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 2.71K | -98.8% | $524,779 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bridgewater Associates ✦ | 1.87K | -97.9% | $362,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Baillie Gifford | $267.13M | 0.2% |
| Baillie Gifford | $267.13M | 0.2% |
| Baillie Gifford | $267.13M | 0.2% |
| Baillie Gifford | $267.13M | 0.2% |
| Marshall Wace | $90.40M | 0.1% |
| Marshall Wace | $90.40M | 0.1% |
Exited
| Duquesne Family Office | $4.07M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 717 holders, 105.81M shares, $8.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.