BLD — TOPBUILD COR
Reported value held$4.57B
Funds holding (latest)51
Sector—
Funds holding (Q2 2026)34
Institutional value$3.38B · 9.43M sh
New / Add / Cut / Exit2 / 12 / 19 / 5
Top-5 / Top-10 concentration58.0% / 82.5%
Institutional holdings change
Reducing -35.6%
(-5.20M sh)
Institutional value change
Down -33.8%
As of Q2 2026, 34 SEC-registered investment managers reported holding BLD (TOPBUILD COR) in their latest 13F filings, with a combined reported value of $3.38B across 9.43M shares. That is -35.6% by share count (-5.20M shares) versus the previous quarter, while reported value moved -33.8%. Ownership is concentrated: the five largest holders account for 58.0% of reported value and the top ten for 82.5%.
Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 19 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 2.58M | $1.08B | 0.02% | Reduce |
| Capital World Investors history | Q2 2026 | 1.58M | $561.60M | 0.07% | Add |
| Capital Research Global Investors history | Q2 2026 | 1.56M | $553.82M | 0.08% | Reduce |
| UBS Group AG history | Q2 2026 | 1.16M | $412.97M | 0.06% | Add |
| Geode Capital Management history | Q2 2026 | 539.48K | $229.46M | 0.01% | Add |
| BlackRock Inc history | Q2 2026 | 566.82K | $200.95M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 552.46K | $195.86M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 546.03K | $193.58M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 499.24K | $177.00M | 0.02% | Add |
| Bank of America Corp history | Q2 2026 | 419.18K | $148.61M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 310.35K | $111.65M | 0.01% | New |
| Northern Trust Corp history | Q2 2026 | 269.11K | $95.41M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 250.06K | $88.65M | 0.01% | Add |
| Millennium Management history | Q2 2026 | 198.98K | $70.54M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 170.57K | $60.47M | 0.00% | Reduce |
| MFS Investment Management history | Q2 2026 | 155.76K | $55.22M | 0.02% | Reduce |
| Citigroup Inc history | Q2 2026 | 138.24K | $49.01M | 0.02% | Add |
| Marshall Wace history | Q2 2026 | 108.23K | $38.37M | 0.03% | Add |
| Janus Henderson Group history | Q1 2026 | 70.55K | $24.79M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 65.43K | $23.20M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 310.35K sh · $111.65M
- Soros Fund Management 50.00K sh · $21.31M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 70.55K sh · $24.79M
- Wellington Management Group sold 46.28K sh · $16.26M
- Renaissance Technologies sold 27.70K sh · $9.73M
- CPP Investments sold 960 sh · $337.25K
- Fidelity International (FIL) sold 62 sh · $21.78K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital World Investors | 1.37M | 1.37M | 1.34M | 1.31M | 1.31M | 1.39M | 1.42M | 1.42M | 1.37M | 1.30M | 1.14M | 1.15M | 1.15M | 1.15M | 1.15M | 849.57K | 864.57K | 872.31K | 1.48M | 1.58M |
| Capital Research Global Investors | 2.42M | 2.42M | 2.37M | 2.37M | 2.49M | 2.68M | 2.75M | 2.78M | 2.52M | 2.52M | 2.51M | 2.71M | 2.99M | 3.03M | 3.15M | 3.43M | 3.50M | 3.59M | 4.10M | 1.56M |
| UBS Group AG | 26.64K | 21.94K | 5.23K | 4.84K | 5.21K | 6.08K | 5.28K | 16.23K | 16.61K | 16.66K | 27.28K | 30.43K | 27.55K | 78.82K | 107.29K | 162.58K | 246.89K | 221.65K | 263.36K | 1.16M |
| Geode Capital Management | 455.37K | 418.79K | 440.67K | 487.69K | 412.87K | 431.66K | 446.29K | 519.50K | 530.32K | 549.38K | 579.52K | 615.08K | 627.99K | 624.78K | 644.36K | 628.36K | 636.02K | 501.57K | 530.43K | 539.48K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.03M | 3.00M | 2.93M | 2.86M | 2.83M | 2.81M | 2.92M | 566.82K |
| Morgan Stanley | 80.56K | 88.02K | 99.94K | 199.68K | 358.21K | 206.70K | 187.24K | 160.05K | 211.46K | 182.57K | 207.92K | 208.73K | 239.09K | 230.91K | 173.59K | 222.45K | 297.71K | 462.84K | 568.82K | 552.46K |
| Norges Bank Investment Management | — | — | — | — | — | 449.22K | — | — | — | 414.11K | — | 377.61K | — | 349.10K | — | 340.51K | — | 251.56K | — | 546.03K |
| Goldman Sachs Group | 138.72K | 183.30K | 187.71K | 188.76K | 216.06K | 245.44K | 148.38K | 111.63K | 114.48K | 109.76K | 100.90K | 96.68K | 131.92K | 150.82K | 115.79K | 115.06K | 107.22K | 208.69K | 102.71K | 499.24K |
| Bank of America Corp | 582.73K | 628.01K | 557.22K | 511.58K | 427.83K | 409.02K | 474.19K | 425.14K | 477.13K | 931.91K | 805.55K | 699.00K | 611.31K | 554.94K | 737.86K | 847.44K | 750.37K | 751.18K | 625.91K | 419.18K |
| JPMorgan Chase & Co | 74.16K | 73.62K | 75.51K | 183.02K | 85.25K | 80.88K | 34.90K | 77.90K | 72.41K | 70.34K | 74.74K | 75.00K | 85.61K | 74.64K | 73.43K | 121.80K | 61.90K | 61.76K | — | 310.35K |
| Northern Trust Corp | 293.56K | 287.26K | 282.38K | 270.48K | 265.64K | 266.92K | 270.68K | 261.05K | 265.86K | 260.08K | 227.86K | 254.33K | 253.00K | 315.22K | 319.00K | 311.11K | 307.11K | 293.92K | 266.88K | 269.11K |
| Charles Schwab Investment Management | 294.08K | 300.64K | 312.10K | 319.10K | 329.96K | 349.27K | 355.79K | 353.07K | 274.41K | 270.09K | 210.68K | 227.43K | 233.41K | 251.59K | 262.49K | 246.32K | 236.04K | 224.75K | 234.57K | 250.06K |
| Millennium Management | 135.39K | 80.06K | 9.23K | 172.18K | 261.82K | 864.24K | 562.53K | 167.47K | 91.47K | 6.70K | 244.52K | 98.80K | 145.46K | 237.65K | 60.73K | 85.16K | 108.99K | 113.07K | 5.92K | 198.98K |
| Fidelity Management & Research (FMR) | 285.86K | 170.18K | 256.81K | 345.81K | 429.99K | 577.20K | 596.06K | 966.88K | 1.10M | 836.80K | 1.08M | 1.67M | 1.83M | 1.63M | 1.83M | 2.08M | 2.05M | 2.19M | 1.90M | 170.57K |
| MFS Investment Management | — | — | — | — | — | — | — | 167.57K | 167.86K | 170.75K | 144.40K | 130.26K | 178.82K | 164.81K | 151.15K | 137.87K | 115.86K | 85.84K | 191.91K | 155.76K |
| Citigroup Inc | 36.92K | 29.52K | 26.29K | 24.89K | 26.95K | 25.20K | 29.53K | 32.38K | 11.43K | 20.89K | 21.62K | 21.79K | 30.88K | 36.11K | 40.25K | 29.00K | 34.99K | 35.11K | 33.68K | 138.24K |
| Marshall Wace | — | 669 | — | — | — | 27.06K | 12.38K | — | — | — | — | — | — | — | — | 1.51K | 6.36K | — | 865 | 108.23K |
| Invesco Ltd | 297.11K | 568.88K | 400.06K | 413.24K | 418.96K | 434.33K | 406.86K | 848.01K | 880.78K | 1.04M | 1.16M | 977.90K | 519.62K | 595.34K | 452.63K | 381.62K | 393.65K | 330.82K | 380.10K | 65.43K |
| Point72 Asset Management | — | — | — | 48.80K | — | — | 109.00K | 135.38K | 259.27K | 124.76K | 122.76K | 90.65K | 91.12K | 41.55K | 57.52K | 98.90K | 47.42K | 41.85K | 3.69K | 63.23K |
| Soros Fund Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 50.00K |