Builders FirstSource, Inc.
MX ˙ BMV ˙ US12008R1077
SecurityMX:BLDR / Builders FirstSource, Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership954,772 shares
Latest Disclosed Value $ 78,606,380
Northern Trust Corp reports 3.75% decrease in ownership of BLDR / Builders FirstSource, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 954,772 shares of Builders FirstSource, Inc. (MX:BLDR) valued at $78,606,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 992,002 shares of Builders FirstSource, Inc.. This represents a change in shares of -3.75% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 954,772 -37,230 -3.75 78,606 -22.99 0.0021
2026-02-17 2025-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 992,002 8,084 0.82 102,067 -14.45 0.0027
2025-11-14 2025-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 983,918 -34,363 -3.37 119,300 0.40 0.0035
2025-08-13 2025-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,018,281 -116,305 -10.25 118,823 -16.18 0.0163
2025-05-13 2025-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,134,586 -5,189 -0.46 141,755 -12.98 0.0210
2025-02-14 2024-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,139,775 105,158 10.16 162,908 -18.78 0.0231
2024-11-13 2024-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,034,617 -99,747 -8.79 200,571 27.75 0.0328
2024-08-14 2024-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,134,364 5,559 0.49 157,007 -33.31 0.0265
2024-05-14 2024-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,128,805 -46,280 -3.94 235,412 20.01 0.0407
2024-02-13 2023-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,175,085 -79,379 -6.33 196,169 25.61 0.0355
2023-11-13 2023-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,254,464 99,792 8.64 156,168 -0.55 0.0302
2023-08-11 2023-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,154,672 59,417 5.42 157,035 61.50 0.0302
2023-05-15 2023-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,095,255 -10,778 -0.97 97,237 35.50 0.0193
2023-02-13 2022-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,106,033 -62,135 -5.32 71,759 4.26 0.0151
2022-11-14 2022-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,168,168 -117,092 -9.11 68,828 -0.28 0.0157
2022-08-12 2022-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,285,260 -153,222 -10.65 69,019 -25.66 0.0148
2022-05-13 2022-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,438,482 -33,019 -2.24 92,840 -26.39 0.0163
2022-02-08 2021-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,471,501 -133,107 -8.30 126,122 51.91 0.0207
2021-11-15 2021-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,604,608 -65,928 -3.95 83,023 16.50 0.0147
2021-08-13 2021-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,670,536 -1,865,817 -52.76 71,265 -56.54 0.0126
2021-05-12 2021-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 3,536,353 988,731 38.81 163,979 57.72 0.0305
2021-02-11 2020-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 2,547,622 463,023 22.21 103,969 52.90 0.0203
2020-11-16 2020-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 2,084,599 276,201 15.27 68,000 81.65 0.0149
2020-08-14 2020-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,808,398 93,412 5.45 37,435 78.47 0.0089
2020-05-14 2020-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,714,986 26,403 1.56 20,975 -51.12 0.0060
2020-02-14 2019-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,688,583 -48,568 -2.80 42,907 20.05 0.0096
2019-11-13 2019-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,737,151 127,378 7.91 35,741 31.69 0.0086
2019-08-13 2019-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,609,773 176,831 12.34 27,140 41.98 0.0064
2019-05-13 2019-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,432,942 -23,884 -1.64 19,115 20.26 0.0047
2019-02-12 2018-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,456,826 -19,503 -1.32 15,895 -26.66 0.0045
2018-11-14 2018-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,476,329 37,076 2.58 21,673 -17.67 0.0053
2018-09-18 2018-06-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,439,253 113,247 8.54 26,324 0.06 0.0067
2018-08-14 2018-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,446,524 120,518 26,457
2018-05-09 2018-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,326,006 1,912 0.14 26,307 -8.82 0.0068
2018-02-14 2017-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,324,094 97,105 7.91 28,853 30.72 0.0073
2017-11-13 2017-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,226,989 17,767 1.47 22,073 19.15 0.0058
2017-08-11 2017-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,209,222 125,382 11.57 18,525 14.71 0.0052
2017-05-12 2017-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,083,840 83,198 8.31 16,150 47.13 0.0047
2017-02-13 2016-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,000,642 29,308 3.02 10,977 -1.82 0.0034
2016-11-09 2016-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 971,334 -1,273 -0.13 11,180 2.18 0.0035
2016-08-12 2016-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 972,607 333,891 52.28 10,942 52.01 0.0036
2016-08-19 2016-03-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 638,716 18,127 2.92 7,198 4.68 0.0024
2016-05-13 2016-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 638,716 7,198
2016-02-12 2015-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 620,589 32,893 5.60 6,876 -7.74 0.0023
2015-11-12 2015-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 587,696 81,658 16.14 7,453 14.70 0.0025
2015-08-13 2015-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 506,038 -10,979 -2.12 6,498 88.46 0.0044
2015-05-14 2015-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 517,017 2,893 0.56 3,448 -2.38 0.0010
2015-02-12 2014-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 514,124 -8,723 -1.67 3,532 23.97 0.0011
2014-11-13 2014-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 522,847 -16,735 -3.10 2,849 -29.41 0.0009
2014-08-14 2014-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 539,582 -62,084 -10.32 4,036 -26.30 0.0013
2014-05-14 2014-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 601,666 -40,935 -6.37 5,476 19.51 0.0017
2014-02-21 2013-12-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 642,601 19,034 3.05 4,582 24.99 0.0015
2014-02-12 2013-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 642,601 4,582
2013-11-13 2013-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 623,567 -44,327 -6.64 3,666 -8.21 0.0013
2013-08-09 2013-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 667,894 667,894 3,994 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.