Builders FirstSource, Inc.· BLDR

🇺🇸 US · MidSP500NYSE

Basic MaterialsConstruction MaterialsWebsite

Price: $72.51
Day: -4.42%
Mkt Cap: $7.80B
52W Range: $65.10 – $151.03
Volume: 2.32M
Beta: 1.42

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Builders FirstSource, Inc.

BLDR|Basic Materials|Construction Materials

Current price: $73

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$390.9K

Net share flow-5.0K

Purchases0 ($0)

Sales1 ($390.9K)

Top Notable Transactions

Insider

Type

Value

Date

LEVY PAUL S

Purchase

$31.5M

May 9

LEVY PAUL S

Purchase

$24.0M

May 8

Steinke Craig Arthur

Sale

$4.6M

Aug 8

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership95.2%

13F share flow-24.0%

Investors holding758

+489 adding-395 reducing

107

382

246

149

New 107Inc 382Red 246Closed 149

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$721.3M

-1.3%

STATE STREET CORP

$421.5M

+0.2%

WELLINGTON MANAGEMENT GROUP LLP

$302.9M

+10.1%

DIMENSIONAL FUND ADVISORS LP

$244.3M

+11.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting233

Total shares held26.7M

Share flow-0.4%

64 buying32 selling

137

Buying 64Unchanged 137Selling 32

Top Fund Holders

Fund

Weight

Change

PARNASSUS FUNDS

144.9K

15.01%

-4.4K

Meeder Funds

0.00%

+27

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 7, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BLDR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+34

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 6, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for BLDR

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

1 sale totaling $390.9K (5.0K shares)

Share volume is at a routine pace (0.9x average)

Buying seen in 2 of 7 quarters

Notable Recent Transactions, BLDR

Top 8 highest-value recent insider trades

LEVY PAUL S

Director

Buy

283,517 shares at $111.21

May 9, 2025$31.53M

LEVY PAUL S

Director

Buy

216,483 shares at $110.65

May 8, 2025$23.95M

Steinke Craig Arthur

Director

Sell

30,000 shares at $153.68

Aug 8, 2024$4.61M

LEVY PAUL S

Director

Buy

50,000 shares at $87.73

Mar 13, 2026$4.39M

Rush David E

Director

Sell

18,000 shares at $140.82

Feb 27, 2025$2.53M

SHERMAN FLOYD F

Director

Sell

30,000 shares at $75.68

Mar 3, 2022$2.27M

Boydston Cory Jacobs

Director

Sell

9,741 shares at $200.02

Mar 13, 2024$1.95M

SHERMAN FLOYD F

Director

Sell

35,000 shares at $55.09

Jun 14, 2022$1.93M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for BLDR

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

95.2% institutional ownership

Slight accumulation: 489 adding vs 395 reducing

13F shares increased by 0.9%, a modest change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+168 growing-606 shrinkingNet: -438

129

517

New (39)

Increased (129)

Reduced (89)

Closed (517)

Top Institutional Holders, BLDR

Largest 8 institutional positions by ownership percentage as of Q2 2026

PICTET ASSET MANAGEMENT HOLDING SA

3.8M

$340.1M

Ownership

3.46%

+175.8%

DIAMOND HILL CAPITAL MANAGEMENT INC

1.5M

$134.9M

Ownership

1.37%

-14.5%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

809.3K

$72.4M

Ownership

0.74%

-20.6%

BANK OF NEW YORK MELLON CORP

554.6K

$49.6M

Ownership

0.50%

+3.2%

CITIGROUP INC

395.2K

$35.4M

Ownership

0.36%

-3.7%

SEIZERT CAPITAL PARTNERS, LLC

343.2K

$30.7M

Ownership

0.31%

-4.2%

ANCHOR CAPITAL ADVISORS LLC

336.7K

$30.1M

Ownership

0.31%

-3.4%

KLCM ADVISORS, INC.

296.6K

$26.5M

Ownership

0.27%

+1.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 233 ETFs and mutual funds reporting

64 buying32 sellingNet: +32

137

Buying (64)

Unchanged (137)

Selling (32)

Very Bullish

Funds accumulating in Q2 2026

233 ETFs and mutual funds reporting

64 funds buying vs 32 selling

Top Fund Holders, BLDR

Largest 2 ETF and mutual fund positions by shares held as of latest filing

PARNASSUS FUNDS

144.9K

Weight

15.01%

Decreased

Meeder Funds

Weight

0.00%

Increased

Builders FirstSource, Inc.· BLDR

Holdings Analysis

Insider Trading Activity

1.3Transaction History27Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings116Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History27Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings116Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights