BLDRNYSERetail-Lumber & Other Building Materials DealersFiscal year ends December 31
Builders FirstSource, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$52.95−1.70 (-3.11%)
Close on Oct 19, 2026
- Market cap
- $5.70B
- P/E (TTM)
- 58.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
108M of 108M shares
Institutional holders
670
100 new, 148 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
1 buys · 1 sales
Net bought $4.00M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 7,972,037 | 7.20% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 12,897,766 | 12.00% | 13G (passive) amendment | Sep 30, 2026 |
| FMR LLC | 11,869,674 | 10.30% | 13G (passive) amendment | Jan 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLDR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,833,417 | 7.28% | $700.93M | −927,860 | 0.01% |
| Vanguard Capital Management LLC | 6,854,631 | 6.37% | $613.35M | −172,443 | 0.01% |
| State Street Corp | 4,839,758 | 4.50% | $433.07M | −280,332 | 0.01% |
| Vanguard Portfolio Management LLC | 4,162,116 | 3.87% | $372.43M | −156,679 | 0.02% |
| Capital International Investors | 3,907,321 | 3.63% | $349.63M | +964,190 | 0.07% |
| Pictet Asset Management Holding SA | 3,801,076 | 3.53% | $340.12M | +2,422,744 | 0.32% |
| Wellington Management Group Llp | 3,465,251 | 3.22% | $310.07M | −214,206 | 0.05% |
| Dimensional Fund Advisors LP | 3,439,279 | 3.20% | $307.76M | +471,535 | 0.06% |
| Invesco Ltd. | 3,346,367 | 3.11% | $299.43M | +742,045 | 0.02% |
| Geode Capital Management, LLC | 2,834,402 | 2.63% | $253.16M | −50,117 | 0.01% |
| Coliseum Capital Management, LLC | 2,598,218 | 2.41% | $232.49M | +505,000 | 20.00% |
| Brave Warrior Advisors, LLC | 2,340,571 | 2.18% | $209.43M | −31,721 | 4.56% |
| Sands Capital Management, LLC | 2,283,236 | 2.12% | $204.30M | −337,849 | 0.76% |
| D1 Capital Partners L.P. | 1,639,222 | 1.52% | $146.68M | New | 0.42% |
| Morgan Stanley | 1,552,867 | 1.44% | $138.95M | +139,636 | 0.01% |
| Diamond Hill Capital Management Inc | 1,507,684 | 1.40% | $134.91M | −256,250 | 1.08% |
| Goldman Sachs Group Inc | 1,391,799 | 1.29% | $124.54M | −325,005 | 0.01% |
| Charles Schwab Investment Management Inc | 1,222,034 | 1.14% | $109.35M | +100,957 | 0.01% |
| Public Sector Pension Investment Board | 1,074,139 | 1.00% | $96.11M | +12,907 | 0.25% |
| Holocene Advisors, LP | 1,066,869 | 0.99% | $95.46M | +503,988 | 0.22% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 670 | 108M | 100.0% | 100 / 240 | 260 / 148 | 19M | 17M |
| Q1 2026 | 724 | 106M | 98.6% | 105 / 277 | 241 / 136 | 29M | 16M |
| Q4 2025 | 767 | 106M | 98.3% | 116 / 263 | 303 / 118 | 16M | 23M |
| Q3 2025 | 777 | 113M | 100.0% | 110 / 255 | 306 / 96 | 18M | 14M |
| Q2 2025 | 774 | 109M | 100.0% | 120 / 285 | 285 / 122 | 13M | 15M |
| Q1 2025 | 786 | 111M | 100.0% | 111 / 297 | 294 / 129 | 13M | 10M |
| Q4 2024 | 818 | 109M | 100.0% | 130 / 288 | 326 / 128 | 10M | 12M |
| Q3 2024 | 831 | 112M | 100.0% | 169 / 300 | 279 / 106 | 27M | 14M |
| Q2 2024 | 775 | 110M | 100.0% | 90 / 303 | 308 / 162 | 14M | 20M |
| Q1 2024 | 858 | 117M | 100.0% | 176 / 287 | 309 / 53 | 11M | 13M |
| Q4 2023 | 744 | 118M | 100.0% | 141 / 257 | 276 / 62 | 17M | 16M |
| Q3 2023 | 674 | 117M | 100.0% | 85 / 222 | 287 / 69 | 11M | 13M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BLDR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,244,961 | 3.02% | $290.36M | 0.01% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,784,925 | 2.59% | $249.20M | 0.01% | Jun 30, 2026 |
| American Funds Fundamental Investors | 2,575,644 | 2.39% | $230.47M | 0.13% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,496,844 | 2.32% | $165.89M | 0.17% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,342,470 | 2.18% | $209.60M | 0.11% | Jun 30, 2026 |
| Vanguard Windsor Fund | 1,922,089 | 1.79% | $127.70M | 0.51% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,484,473 | 1.38% | $132.83M | 0.20% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,480,163 | 1.38% | $132.44M | 0.01% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,415,112 | 1.32% | $107.92M | 0.01% | May 31, 2026 |
| SMALLCAP World Fund Inc | 1,036,653 | 0.96% | $92.76M | 0.10% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 811,175 | 0.75% | $61.86M | 0.46% | May 31, 2026 |
| Janus Henderson Contrarian Fund | 778,443 | 0.72% | $69.66M | 1.27% | Jun 30, 2026 |
| Growth Fund of America | 758,877 | 0.71% | $57.87M | 0.02% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF | 647,808 | 0.60% | $57.97M | 3.56% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 633,953 | 0.59% | $56.73M | 0.17% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Peter M. Jackson | President & CEO, Director | 272,448 | 0.25% | Mar 17, 2026 |
| Todd Vance | President - East Division | 42,684 | 0.04% | Jul 21, 2026 |
| Matthew Coley O'Brien | Chief Human Resources Officer | 7,406 | 0.01% | Jul 21, 2026 |
| Paul Vaughn | President - West Division | 40,724 | 0.04% | Jul 21, 2026 |
| Gayatri Narayan | President - Tech & Digital | 28,252 | 0.03% | Jun 16, 2026 |
| Stephen J. Herron | Chief Operating Officer | 110,260 | 0.10% | Jun 10, 2026 |
| Michael Hiller | COO-Designate | 52,142 | 0.05% | Jun 8, 2026 |
| Alena Brenner | EVP, CLO and Corp. Sec. | 17,989 | 0.02% | Apr 30, 2026 |
| Matthew Trester | Principal Accounting Officer | 4,629 | 0.00% | Mar 17, 2026 |
| Scott L. Robins | President - West Division | 282,518 | 0.26% | Mar 17, 2026 |
| Pete Beckmann | EVP & CFO | 81,729 | 0.08% | Mar 17, 2026 |
| Jonathan P. Cope | President - Commercial | 8,094 | 0.01% | Mar 17, 2026 |
| Timothy D. Johnson | EVP & General Counsel | 73,521 | 0.07% | Aug 26, 2025 |
| Paul M. McCrobie | President - East Division | 22,207 | 0.02% | Mar 18, 2025 |
| Maria Renz | Director | 6,870 | 0.01% | Sep 14, 2026 |
| Paul S. Levy | Director | 16,076,586 | 14.94% | Sep 14, 2026 |
| Craig Arthur Steinke | Director | 102,626 | 0.10% | Sep 14, 2026 |
| Cleveland A. Christophe | Director | 38,762 | 0.04% | Sep 14, 2026 |
| James Oleary | Director | 91,795 | 0.09% | Sep 14, 2026 |
| Cory Jacobs Boydston | Director | 27,191 | 0.03% | Sep 14, 2026 |
| Dirkson R. Charles | Director | 19,766 | 0.02% | Sep 14, 2026 |
| William B. Hayes | Director | 34,814 | 0.03% | Sep 14, 2026 |
| Mark A. Alexander | Director | 47,913 | 0.04% | Jun 2, 2026 |
| David E. Rush | Director | 124,842 | 0.12% | May 18, 2026 |
| Cheryl Ainoa | Director | 4,629 | 0.00% | May 18, 2026 |
| Brett N. Milgrim | Director | 82,634 | 0.08% | May 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Craig Arthur Steinke Director | Sep 10, 2026 | Award | +564 | – | – | 102,626 |
| Paul S. Levy Director | Sep 10, 2026 | Award | +1,204 | – | – | 1,732,002 |
| William B. Hayes Director | Sep 10, 2026 | Award | +583 | – | – | 20,221 |
| Cleveland A. Christophe Director | Sep 10, 2026 | Award | +564 | – | – | 38,762 |
| James Oleary Director | Sep 10, 2026 | Award | +564 | – | – | 91,795 |
| Cory Jacobs Boydston Director | Sep 10, 2026 | Award | +470 | – | – | 27,191 |
| Dirkson R. Charles Director | Sep 10, 2026 | Award | +470 | – | – | 14,766 |
| Maria Renz Director | Sep 10, 2026 | Award | +489 | – | – | 6,870 |
| Matthew Coley O'Brien Chief Human Resources Officer | Jul 18, 2026 | Award | +7,406 | – | – | 7,406 |
| Todd Vance President - East Division | Jul 18, 2026 | Award | +3,366 | – | – | 42,684 |
| Paul Vaughn President - West Division | Jul 18, 2026 | Award | +3,366 | – | – | 40,724 |
| Gayatri Narayan President - Tech & Digital | Jun 13, 2026 | Tax withholding | −2,842 | $77.77 | $221.02K | 28,252 |
| Stephen J. Herron Chief Operating Officer | Jun 5, 2026 | Gift | −850 | – | – | 110,260 |
| Michael Hiller COO-Designate | Jun 4, 2026 | Gift | −900 | – | – | 52,142 |
| James Oleary Director | Jun 1, 2026 | Award | +491 | $76.26 | $37.44K | 91,231 |
| Craig Arthur Steinke Director | Jun 1, 2026 | Award | +491 | $76.26 | $37.44K | 102,062 |
| Dirkson R. Charles Director | Jun 1, 2026 | Award | +409 | $76.26 | $31.19K | 14,296 |
| Cleveland A. Christophe Director | Jun 1, 2026 | Award | +491 | $76.26 | $37.44K | 38,198 |
| Mark A. Alexander Director | Jun 1, 2026 | Award | +409 | $76.26 | $31.19K | 47,913 |
| Cory Jacobs Boydston Director | Jun 1, 2026 | Award | +409 | $76.26 | $31.19K | 26,721 |
| Maria Renz Director | Jun 1, 2026 | Award | +426 | $76.26 | $32.49K | 6,381 |
| William B. Hayes Director | Jun 1, 2026 | Award | +508 | $76.26 | $38.74K | 19,638 |
| Paul S. Levy Director | Jun 1, 2026 | Award | +1,049 | $76.26 | $80.00K | 1,730,798 |
| Craig Arthur Steinke Director | May 14, 2026 | Award | +2,558 | – | – | 101,571 |
| Dirkson R. Charles Director | May 14, 2026 | Award | +2,558 | – | – | 13,887 |
| Cleveland A. Christophe Director | May 14, 2026 | Award | +2,558 | – | – | 37,707 |
| Brett N. Milgrim Director | May 14, 2026 | Award | +2,558 | – | – | 82,634 |
| David E. Rush Director | May 14, 2026 | Award | +2,558 | – | – | 124,842 |
| Cory Jacobs Boydston Director | May 14, 2026 | Award | +2,558 | – | – | 26,312 |
| Mark A. Alexander Director | May 14, 2026 | Award | +2,558 | – | – | 47,504 |
| William B. Hayes Director | May 14, 2026 | Award | +2,558 | – | – | 19,130 |
| Maria Renz Director | May 14, 2026 | Award | +2,558 | – | – | 5,955 |
| James Oleary Director | May 14, 2026 | Award | +2,558 | – | – | 90,740 |
| Cheryl Ainoa Director | May 14, 2026 | Award | +2,558 | – | – | 4,629 |
| Paul S. Levy Director | May 14, 2026 | Award | +2,558 | – | – | 1,729,749 |
| David E. Rush Director | May 8, 2026 | Sale | −5,000 | $78.17 | $390.85K | 122,284 |
| Gayatri Narayan President - Tech & Digital | Mar 15, 2026 | Award | +9,365 | – | – | 31,094 |
| Matthew Trester Principal Accounting Officer | Mar 15, 2026 | Tax withholding | −648 | $88.09 | $57.08K | 4,629 |
| Matthew Trester Principal Accounting Officer | Mar 15, 2026 | Award | +1,419 | – | – | 4,579 |
| Matthew Trester Principal Accounting Officer | Mar 15, 2026 | Award | +698 | – | – | 5,277 |
| Pete Beckmann EVP & CFO | Mar 15, 2026 | Award | +3,406 | – | – | 42,895 |
| Pete Beckmann EVP & CFO | Mar 15, 2026 | Award | +11,352 | – | – | 38,834 |
| Pete Beckmann EVP & CFO | Mar 15, 2026 | Award | +1,398 | – | – | 40,232 |
| Pete Beckmann EVP & CFO | Mar 15, 2026 | Tax withholding | −1,966 | $88.09 | $173.18K | 38,266 |
| Pete Beckmann EVP & CFO | Mar 15, 2026 | Award | +2,237 | – | – | 45,132 |
| Pete Beckmann EVP & CFO | Mar 15, 2026 | Tax withholding | −1,873 | $88.09 | $164.99K | 43,259 |
| Scott L. Robins President - West Division | Mar 15, 2026 | Tax withholding | −5,057 | $88.09 | $445.47K | 151,247 |
| Scott L. Robins President - West Division | Mar 15, 2026 | Award | +9,507 | – | – | 150,710 |
| Scott L. Robins President - West Division | Mar 15, 2026 | Award | +5,594 | – | – | 156,304 |
| Peter M. Jackson President & CEO, Director | Mar 15, 2026 | Award | +42,570 | – | – | 272,448 |
| Peter M. Jackson President & CEO, Director | Mar 15, 2026 | Award | +8,392 | – | – | 280,840 |
| Peter M. Jackson President & CEO, Director | Mar 15, 2026 | Tax withholding | −8,508 | $88.09 | $749.47K | 272,332 |
| David E. Rush Director | Mar 15, 2026 | Tax withholding | −2,332 | $88.09 | $205.43K | 127,284 |
| Todd Vance President - East Division | Mar 15, 2026 | Tax withholding | −1,703 | $88.09 | $150.02K | 39,318 |
| Todd Vance President - East Division | Mar 15, 2026 | Award | +2,237 | – | – | 41,021 |
| Todd Vance President - East Division | Mar 15, 2026 | Award | +7,663 | – | – | 38,784 |
| Stephen J. Herron Chief Operating Officer | Mar 15, 2026 | Tax withholding | −5,818 | $88.09 | $512.51K | 111,110 |
| Stephen J. Herron Chief Operating Officer | Mar 15, 2026 | Award | +6,650 | – | – | 116,928 |
| Stephen J. Herron Chief Operating Officer | Mar 15, 2026 | Award | +15,325 | – | – | 110,278 |
| Paul Vaughn President - Central Division | Mar 15, 2026 | Award | +7,663 | – | – | 37,743 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David E. Rush Director | May 8, 2026 | 5,000 | $390.83K | May 8, 2026 | PSU / RSU |
| D. Johnson Timothy Officer, Director | Aug 22, 2025 | 1,250 | $181.06K | Aug 22, 2025 | Restricted stock vesting under a registered plan |
| David E. Rush Director | Feb 27, 2025 | 18,000 | $2.53M | Feb 27, 2025 | Performance Stock Lapse |
| Jami Beckmann Former Affiliate | Nov 15, 2024 | 2,889 | $515.06K | Nov 15, 2024 | RSU / PSU |
| Cleveland A. Christophe Director | Nov 7, 2024 | 10,000 | $1.78M | Nov 7, 2024 | Restricted Stock Lapse |
| Craig Arthur Steinke Director | Aug 8, 2024 | 30,000 | $4.61M | Aug 8, 2024 | Restricted Stock Lapses - See Remarks |
| Michael Hiller Officer | May 30, 2024 | 4,875 | $776.35K | May 30, 2024 | Performance Stock Lapse |
| Paul M. McCrobie Officer | May 24, 2024 | 9,118 | $1.55M | May 24, 2024 | RSU / PSU - See Remarks |
| Cory Jacobs Boydston Director | Mar 12, 2024 | 17,500 | $3.50M | Mar 12, 2024 | Restricted Stock Lapse - See Remarks |
| Michael Alan Farmer Officer | Dec 7, 2023 | 3,318 | $483.24K | Dec 7, 2023 | Employee Stock Option Exercise |
| Michael Hiller Officer | Aug 14, 2023 | 7,362 | $1.09M | Aug 14, 2023 | Restricted Stock Lapse |
| D. Johnson Timothy Officer, Director | Aug 7, 2023 | 5,000 | $758.45K | Aug 7, 2023 | Restricted stock vesting under a registered plan |
| Jami Beckmann Officer | Jun 6, 2023 | 2,000 | $241.38K | Jun 6, 2023 | Restricted Stock Lapse |
| Jami Beckmann Member of immediate family of any of the foregoing, Spouse of Affiliate Jami Beckmann | Jun 6, 2023 | 2,000 | $241.10K | Jun 6, 2023 | Restricted Stock Lapse |
| Michael Alan Farmer Officer | May 12, 2023 | 12,500 | $1.36M | May 5, 2023 | Restricted Stock Unit Lapse |