Institutional 13F data reveals a $2.09B decline in holding value with 371 net buyers vs 374 net sellers, indicating slight distribution. Yet a single insider purchased $4.4M in shares with zero insider sales in the past 90 days.

Confirmation

A continuation of institutional selling or a shift to insider selling reinforces bearish pressure; institutional accumulation or more insider buys triggers a bullish reversal.

Invalidation Risk

This neutral call is invalidated if both insiders and institutions move decisively in the same direction.

This analysis is machine-generated from publicly disclosed data and limited to historical trends. Not financial advice.

Insider Trading (Form 4)

5290d confidence

unique buyers

$4.39M

buy value

data as of 2026-07-17

12-Month Buy/Sell Activity

Feb 25

Aug 25

BuySell

Action	Insider	Title	Date	Value
Buy	LEVY PAUL S	Director	2026-03-13	$4.39M
Sell	Johnson Timothy D	EVP & General Counsel	2025-08-22	$181K
Buy	Vance Todd	President - East Division	2025-06-10	$225K
Buy	Charles Dirkson R	Director	2025-05-27	$548K
Buy	LEVY PAUL S	Director	2025-05-09	$31.53M
Buy	LEVY PAUL S	Director	2025-05-08	$23.95M
Sell	Rush David E	Director	2025-02-27	$2.53M

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding BUILDERS FIRSTSOURCE INC (BLDR)?

Major stakeholders currently include BlackRock, Inc. ($721.3M), Vanguard Capital Management LLC ($578.5M), State Street CORP ($421.5M). Based on the latest 13F filings, there are a total of 727 tracked investment funds and institutions maintaining positions in BLDR.

What is the overall institutional sentiment toward BLDR recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.1B, driven by 371 managers accumulating shares while 374 reduced their exposure.

Which institutions have been selling or reducing their BLDR positions?

In the latest period, 242 funds trimmed their holdings, and 132 managers completely exited their positions. The aggregate reported sell value was $5.1B.

Are there any notable investors adding BLDR to their portfolios?

Yes, buying activity remains notable. 94 institutions opened new positions in {ticker}, and 277 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.0B.