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Builders FirstSource, Inc.

BLDR
Exchange
NYSE
Industry
Retail-Lumber & Other Building Materials Dealers
SEC CIK
0001316835

No open-market purchases or sales by Builders FirstSource, Inc. insiders were filed in the last 90 days; 671 institutions reported holding it in 13F filings for Q2 2026, worth $9.63B in total; 3 superinvestors hold it, including D1 Capital Partners and Semper Augustus.

13F holders, Q2 2021

Institutional positions in Builders FirstSource, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
403
+24 vs. Q1 2021
Shares held
205.5M
−1.54M (−0.7%) vs. Q1 2021
Total value
$8.75B
−$828.8M (−8.7%) vs. Q1 2021
New holders
71
131 more added
Sold out
47
147 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BLDR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 403 institutions
Q1 2021: 380 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 494 institutionsQ1 2022: 509 institutionsQ2 2022: 491 institutionsQ3 2022: 490 institutionsQ4 2022: 518 institutionsQ1 2023: 544 institutionsQ2 2023: 662 institutionsQ3 2023: 675 institutionsQ4 2023: 745 institutionsQ1 2024: 859 institutionsQ2 2024: 776 institutionsQ3 2024: 832 institutionsQ4 2024: 819 institutionsQ1 2025: 786 institutionsQ2 2025: 776 institutionsQ3 2025: 778 institutionsQ4 2025: 768 institutionsQ1 2026: 726 institutionsQ2 2026: 671 institutions
Value heldQ2 2021: $8.75B
Q1 2021: $9.58BQ2 2021: $8.75BQ3 2021: $10.5BQ4 2021: $15.0BQ1 2022: $11.1BQ2 2022: $8.58BQ3 2022: $8.81BQ4 2022: $9.03BQ1 2023: $11.5BQ2 2023: $16.1BQ3 2023: $14.6BQ4 2023: $19.3BQ1 2024: $23.4BQ2 2024: $15.1BQ3 2024: $21.4BQ4 2024: $15.6BQ1 2025: $13.7BQ2 2025: $12.7BQ3 2025: $13.6BQ4 2025: $10.8BQ1 2026: $8.74BQ2 2026: $9.63B
Institutions holding BLDR and their total value by quarter
QuarterHoldersValue
Q2 2026671$9.63B
Q1 2026726$8.74B
Q4 2025768$10.8B
Q3 2025778$13.6B
Q2 2025776$12.7B
Q1 2025786$13.7B
Q4 2024819$15.6B
Q3 2024832$21.4B
Q2 2024776$15.1B
Q1 2024859$23.4B
Q4 2023745$19.3B
Q3 2023675$14.6B
Q2 2023662$16.1B
Q1 2023544$11.5B
Q4 2022518$9.03B
Q3 2022490$8.81B
Q2 2022491$8.58B
Q1 2022509$11.1B
Q4 2021494$15.0B
Q3 2021404$10.5B
Q2 2021403$8.75B
Q1 2021380$9.58B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2021.

Institutions holding BLDR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Metropolitan Life Insurance Co39,094$1.67M0.02%−49,554−55.9%Reduced
Keeley-Teton Advisors, LLC42,644$1.82M0.19%+2,432+6.0%Added
New Mexico Educational Retirement Board42,800$1.83M0.06%+6,700+18.6%Added
SummerHaven Investment Management, LLC42,936$1.83M1.05%+1,020+2.4%Added
First Trust Advisors LP43,492$1.85M0.00%−13,475−23.7%Reduced
Nomura Holdings Inc43,923$1.87M0.02%+24,922+131.2%Added
Susquehanna Fundamental Investments, LLC45,058$1.92M0.04%−400−0.9%Reduced
Essex Investment Management Co LLC45,455$1.94M0.23%−4,991−9.9%Reduced
Hudson Value Partners, LLC45,845$1.96M1.08%+45,845New
Brigade Capital Management, LP45,900$1.96M0.27%00.0%Unchanged
Robeco Institutional Asset Management B.V.46,266$1.97M0.00%−20,704−30.9%Reduced
AdvisorShares Investments LLC46,378$1.98M0.27%+46,378New
Oberweis Asset Management Inc46,420$1.98M0.43%+23,520+102.7%Added
Natixis Advisors, L.P.47,421$2.02M0.01%−160,003−77.1%Reduced
Avitas Wealth Management LLC48,741$2.08M0.37%+1,248+2.6%Added
Kingfisher Capital LLC50,394$2.15M0.55%+2,683+5.6%Added
Zacks Investment Management50,765$2.17M0.04%−513−1.0%Reduced
State of Michigan Retirement System52,200$2.23M0.01%−24,300−31.8%Reduced
Arizona State Retirement System52,972$2.26M0.02%−3,681−6.5%Reduced
SG Americas Securities, LLC53,587$2.29M0.01%−6,280−10.5%Reduced
LMR Partners LLP53,599$2.29M0.03%−115,359−68.3%Reduced
Louisiana State Employees Retirement System53,700$2.29M0.06%+100+0.2%Added
Verdad Advisers, LP55,000$2.35M4.60%−350,000−86.4%Reduced
Thrivent Financial for Lutherans55,148$2.35M0.00%+137+0.2%Added
Ameritas Investment Partners, Inc.55,986$2.39M0.09%−17,517−23.8%Reduced
Gyon Technologies Capital Management, LP58,562$2.50M0.82%+51,533+733.1%Added
Employees Retirement System of Texas58,737$2.51M0.03%00.0%Unchanged
Lombard Odier Asset Management (USA) Corp59,125$2.52M0.48%+59,125New
Walleye Trading LLC61,106$2.61M0.07%+53,227+675.6%Added
Driehaus Capital Management LLC62,000$2.65M0.04%−54,600−46.8%Reduced
SEI Investments Co65,784$2.81M0.01%−10,931−14.2%Reduced
Affinity Wealth Management LLC63,356$2.85M0.57%+909+1.5%Added
Verition Fund Management LLC66,731$2.85M0.04%+66,731New
Ruane, Cunniff & Goldfarb L.P.68,851$2.94M0.03%−2,672−3.7%Reduced
Oregon Public Employees Retirement Fund70,672$3.02M0.03%+2,602+3.8%Added
Treasurer of the State of North Carolina71,320$3.04M0.02%+71,320New
Three Peaks Capital Management, LLC71,411$3.05M0.94%+16,955+31.1%Added
Shay Capital LLC72,480$3.09M0.73%+22,480+45.0%Added
Lisanti Capital Growth, LLC75,200$3.21M0.40%−184,690−71.1%Reduced
Tocqueville Asset Management L.P.76,100$3.25M0.05%−9,640−11.2%Reduced
Platte River Wealth Advisors, LLC77,499$3.31M1.26%+77,499New
Teachers Retirement System of the State of Kentucky77,656$3.31M0.03%+4,700+6.4%Added
Great West Life Assurance Co80,430$3.43M0.01%−54−0.1%Reduced
Catalyst Capital Advisors LLC81,200$3.46M0.17%−62,600−43.5%Reduced
Hickory Lane Capital Management LP81,250$3.47M2.16%+81,250New
PEAK6 Investments LLC81,553$3.48M0.09%+66,654+447.4%Added
Group One Trading, L.P.85,093$3.63M0.07%+38,703+83.4%Added
Rafferty Asset Management, LLC85,262$3.64M0.02%+11,246+15.2%Added
Prelude Capital Management, LLC86,140$3.67M0.20%+54,545+172.6%Added
Stifel Financial Corp86,305$3.68M0.01%+14,637+20.4%Added
Friess Associates LLC86,709$3.70M1.40%+16,773+24.0%Added
Argent Capital Management LLC93,629$3.99M0.12%+5,032+5.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys93,985$4.01M0.04%+12,639+15.5%Added
Smith, Graham & Co., Investment Advisors, LP95,034$4.05M0.36%+95,034New
Janus Henderson Group PLC97,249$4.15M0.00%+66,951+221.0%Added
Prospect Capital Advisors, LLC102,400$4.37M1.63%−76,600−42.8%Reduced
MetLife Investment Management103,500$4.42M0.04%−79,591−43.5%Reduced
Bank of Montreal104,470$4.50M0.00%+78,333+299.7%Added
State of New Jersey Common Pension Fund D110,905$4.73M0.02%−5,704−4.9%Reduced
King Luther Capital Management Corp114,650$4.89M0.02%+9,920+9.5%Added
North Fourth Asset Management, LP116,558$4.97M1.88%+116,558New
ClariVest Asset Management LLC116,584$4.97M0.17%−18,065−13.4%Reduced
Citigroup Inc120,192$5.13M0.00%+11,448+10.5%Added
Royal Bank of Canada121,654$5.19M0.00%+19,490+19.1%Added
AMJ Financial Wealth Management125,953$5.37M2.34%+6,258+5.2%Added
Public Employees Retirement System of Ohio127,576$5.44M0.02%+115,355+943.9%Added
Qube Research & Technologies Ltd129,639$5.53M0.07%+129,639New
Cubist Systematic Strategies, LLC130,342$5.56M0.06%+93,360+252.4%Added
Comerica Bank120,854$5.85M0.04%−864−0.7%Reduced
State Board of Administration of Florida Retirement System138,134$5.89M0.01%+68,787+99.2%Added
Russell Investments Group, Ltd.142,599$6.08M0.01%−61,012−30.0%Reduced
LPL Financial LLC144,405$6.16M0.01%−3,934−2.7%Reduced
Balyasny Asset Management LLC147,437$6.29M0.03%−487,875−76.8%Reduced
Weiss Multi-Strategy Advisers LLC151,952$6.48M0.15%+93,040+157.9%Added
Texas Permanent School Fund154,362$6.58M0.08%+138+0.1%Added
Ensign Peak Advisors, Inc158,620$6.77M0.01%+8,320+5.5%Added
AXA S.A.163,487$6.97M0.02%−41,137−20.1%Reduced
Oppenheimer & Co Inc166,360$7.10M0.13%+52,872+46.6%Added
GoodHaven Capital Management, LLC171,700$7.33M4.87%00.0%Unchanged
Hudson Bay Capital Management LP172,000$7.34M0.09%+152,000+760.0%Added
Fisher Asset Management, LLC173,313$7.39M0.00%+852+0.5%Added
Squarepoint Ops LLC173,742$7.41M0.05%+173,742New
Crown Advisors Management, Inc.175,000$7.46M5.34%00.0%Unchanged
Raymond James & Associates176,893$7.55M0.01%−66,948−27.5%Reduced
BNP Paribas Arbitrage, SA182,287$7.78M0.02%+91,883+101.6%Added
New York State Teachers Retirement System182,370$7.78M0.02%−4,985−2.7%Reduced
Alyeska Investment Group, L.P.183,389$7.82M0.09%+42,522+30.2%Added
Nicholas Company, Inc.185,359$7.91M0.14%−23,095−11.1%Reduced
Amalgamated Bank189,462$8.08M0.06%+164,763+667.1%Added
Credit Suisse AG195,118$8.32M0.01%+10,390+5.6%Added
Punch & Associates Investment Management, Inc.198,648$8.47M0.48%+3,888+2.0%Added
New York State Common Retirement Fund207,468$8.85M0.01%+4,230+2.1%Added
Man Group plc210,434$8.98M0.03%+81,783+63.6%Added
Castleark Management LLC217,539$9.28M0.31%−62,542−22.3%Reduced
American Century Companies Inc226,231$9.65M0.01%−97,250−30.1%Reduced
Manufacturers Life Insurance Company, The226,859$9.68M0.01%−114,515−33.5%Reduced
Hodges Capital Management Inc.229,680$9.80M1.10%+98,430+75.0%Added
UBS Oconnor LLC230,000$9.81M0.09%+230,000New
UBS Group AG239,340$10.2M0.00%+78,422+48.7%Added
ACK Asset Management LLC696,253$10.4M3.83%−75,000−9.7%Reduced