Monitor for any future conversion to a Schedule 13D, which would signal activist intent. For now, the passive 13G filing suggests no near-term control-related actions.
Price Chart
Executive Summary
BlackRock, Inc. filed an amended Schedule 13G disclosing a 12.0% passive stake in Builders FirstSource, Inc. as of September 30, 2026, up from prior filings. The filing confirms BlackRock remains a passive investor with no intent to influence control, and the increase reflects routine portfolio adjustments by a large index/asset manager.
Key Financial Metrics
Key Facts
- BlackRock, Inc. reported beneficial ownership of 12,897,766 shares of Builders FirstSource common stock, representing 12.0% of shares outstanding as of September 30, 2026.
- The filing is an amendment to Schedule 13G, indicating passive investment intent under Rule 13d-1(b).
- BlackRock Fund Advisors is the entity within BlackRock that beneficially owns 5% or more of the class.
- One of BlackRock's subsidiaries, iShares Core S&P Small-Cap ETF, holds more than 5% of the outstanding common stock.
- The filing certifies the securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
Financial Impact
BlackRock's 12.0% stake represents a significant passive holding, but no transaction values or changes in position size are disclosed in the filing.
Risk Factors
- BlackRock's large passive stake could amplify selling pressure if the firm rebalances its index funds.
- No material financial or operational impact from this filing alone.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003316 |
| Document: Item_7.txt | 0002012383-26-003316 |
| Document: 0002012383-26-003316-index-headers.html | 0002012383-26-003316 |
| Document: 0002012383-26-003316-index.html | 0002012383-26-003316 |
| Document: 0002012383-26-003316.txt | 0002012383-26-003316 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $56.28 | awaiting T+1 | — | $56.70 (+0.75%) |
Oct 22, 2026 5d ago | Institutional Cluster | $56.85 $56.21 | ▲ +1.13% | ▲ +1.84% | $56.70 (+0.26%) |
Oct 16, 2026 11d ago | 8-K/A | $52.95 $53.92 | ▲ +1.83% | ▲ +1.50% | $56.70 (+7.08%) |
Oct 5, 2026 22d ago | SC 13G/A | $55.63 $56.22 | ▲ +1.06% | ▲ +0.51% | $56.70 (+1.92%) |
Jul 30, 2026 12w ago | 8-K | $66.01 $66.44 | ▼ −0.65% | ▲ +0.05% | $56.70 (+14.10%) |
May 18, 2026 23w ago | 8-K | $66.39 $71.23 | ▲ +7.29% | ▲ +6.25% | $56.70 (−14.60%) |
Apr 30, 2026 25w ago | 8-K | $79.09 $75.72 | ▲ +4.26% | ▲ +4.48% | $56.70 (+28.31%) |
Feb 28, 2026 34w ago | Institutional Cluster | $99.41 $97.45 | ▼ −1.97% | ▼ −1.06% | $56.70 (−42.96%) |
US Market Status
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