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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 671 | $9.63B |
| Q1 2026 | 726 | $8.74B |
| Q4 2025 | 768 | $10.8B |
| Q3 2025 | 778 | $13.6B |
| Q2 2025 | 776 | $12.7B |
| Q1 2025 | 786 | $13.7B |
| Q4 2024 | 819 | $15.6B |
| Q3 2024 | 832 | $21.4B |
| Q2 2024 | 776 | $15.1B |
| Q1 2024 | 859 | $23.4B |
| Q4 2023 | 745 | $19.3B |
| Q3 2023 | 675 | $14.6B |
| Q2 2023 | 662 | $16.1B |
| Q1 2023 | 544 | $11.5B |
| Q4 2022 | 518 | $9.03B |
| Q3 2022 | 490 | $8.81B |
| Q2 2022 | 491 | $8.58B |
| Q1 2022 | 509 | $11.1B |
| Q4 2021 | 494 | $15.0B |
| Q3 2021 | 404 | $10.5B |
| Q2 2021 | 403 | $8.75B |
| Q1 2021 | 380 | $9.58B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shellback Capital, LP | 250,000 | $10.7M | 0.58% | +250,000 | New |
| Cookson Peirce & Co Inc | 250,895 | $10.7M | 0.66% | −266,567−51.5% | Reduced |
| UBS Asset Management Americas Inc | 255,449 | $10.9M | 0.00% | +55,726+27.9% | Added |
| Masterton Capital Management, LP | 260,200 | $11.1M | 7.17% | +85,700+49.1% | Added |
| Stadium Capital Management LLC | 263,000 | $11.2M | 5.42% | +263,000 | New |
| LSV Asset Management | 268,800 | $11.5M | 0.02% | −409,800−60.4% | Reduced |
| Marshall Wace, LLP | 273,080 | $11.6M | 0.06% | +227,361+497.3% | Added |
| Makena Capital Management LLC | 282,748 | $12.1M | 1.78% | +5,953+2.2% | Added |
| Paradigm Capital Management Inc | 283,012 | $12.1M | 0.58% | +13,400+5.0% | Added |
| Allianz Asset Management GmbH | 293,242 | $12.5M | 0.01% | −33,110−10.1% | Reduced |
| Cobalt Capital Management, Inc. | 300,000 | $12.8M | 4.49% | 00.0% | Unchanged |
| Hill City Capital, LP | 300,000 | $12.8M | 3.88% | 00.0% | Unchanged |
| Beaconlight Capital, LLC | 301,511 | $12.9M | 5.36% | +159,536+112.4% | Added |
| Boston Partners | 308,083 | $13.1M | 0.02% | −489,620−61.4% | Reduced |
| One Fin Capital Management LP | 310,003 | $13.2M | 5.22% | +41,000+15.2% | Added |
| Hillcrest Asset Management LLC | 312,009 | $13.3M | 1.80% | −58,300−15.7% | Reduced |
| Deutsche Bank AG | 348,300 | $14.9M | 0.01% | −100,677−22.4% | Reduced |
| California State Teachers Retirement System | 348,799 | $14.9M | 0.02% | +41,209+13.4% | Added |
| Parametric Portfolio Associates LLC | 355,210 | $15.2M | 0.01% | −96,617−21.4% | Reduced |
| JB Capital Partners LP | 356,265 | $15.2M | 3.64% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 360,621 | $15.4M | 0.18% | +35,069+10.8% | Added |
| American International Group, Inc. | 367,936 | $15.7M | 0.06% | −122,551−25.0% | Reduced |
| Barclays PLC | 373,250 | $15.9M | 0.01% | +106,457+39.9% | Added |
| Ameriprise Financial Inc | 374,206 | $16.0M | 0.00% | −12,382−3.2% | Reduced |
| Kennedy Capital Management, Inc. | 383,199 | $16.3M | 0.35% | −6,134−1.6% | Reduced |
| Mutual of America Capital Management LLC | 389,856 | $16.6M | 0.16% | +17,316+4.6% | Added |
| Wells Fargo & Company | 398,485 | $17.0M | 0.00% | −53,010−11.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 400,000 | $17.1M | 0.03% | −100,000−20.0% | Reduced |
| Royce & Associates LP | 407,336 | $17.4M | 0.12% | −40,934−9.1% | Reduced |
| Kornitzer Capital Management Inc | 419,837 | $17.9M | 0.27% | +419,837 | New |
| Vaughan Nelson Investment Management, L.P. | 424,594 | $18.1M | 0.18% | −1,600,115−79.0% | Reduced |
| Swiss National Bank | 429,587 | $18.3M | 0.01% | −15,000−3.4% | Reduced |
| Neuberger Berman Group LLC | 435,214 | $18.5M | 0.02% | −10,108−2.3% | Reduced |
| Westwood Holdings Group Inc. | 437,053 | $18.6M | 0.19% | −4,002−0.9% | Reduced |
| Jane Street Group, LLC | 446,952 | $19.1M | 0.05% | +287,808+180.8% | Added |
| Legal & General Group Plc | 454,089 | $19.4M | 0.01% | +99,755+28.2% | Added |
| Susquehanna International Group, LLP | 454,222 | $19.4M | 0.02% | +199,675+78.4% | Added |
| California Public Employees Retirement System | 456,517 | $19.5M | 0.01% | −10,689−2.3% | Reduced |
| Scopus Asset Management, L.P. | 478,750 | $20.4M | 0.35% | +150,000+45.6% | Added |
| Voya Investment Management LLC | 498,107 | $21.2M | 0.04% | −252,826−33.7% | Reduced |
| Retirement Systems of Alabama | 501,351 | $21.4M | 0.08% | +406+0.1% | Added |
| Bank of America Corp | 515,811 | $22.0M | 0.00% | −115,255−18.3% | Reduced |
| Ergoteles LLC | 518,920 | $22.1M | 0.51% | +518,920 | New |
| AQR Capital Management LLC | 543,844 | $23.0M | 0.04% | +179,106+49.1% | Added |
| Vision Capital Corp | 546,970 | $23.3M | 13.93% | +271,099+98.3% | Added |
| Rhumbline Advisers | 547,563 | $23.4M | 0.03% | −72,346−11.7% | Reduced |
| Luxor Capital Group, LP | 558,519 | $23.8M | 0.61% | +558,519 | New |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 566,856 | $24.2M | 0.60% | −748,723−56.9% | Reduced |
| ExodusPoint Capital Management, LP | 638,633 | $27.2M | 0.42% | +638,633 | New |
| Woodson Capital Management, LP | 649,368 | $27.7M | 2.29% | +649,368 | New |
| Goldman Sachs Group Inc | 658,454 | $28.1M | 0.01% | −494,339−42.9% | Reduced |
| Morgan Stanley | 670,397 | $28.6M | 0.00% | +239,238+55.5% | Added |
| Hyperion Capital Advisors LP | 700,000 | $29.9M | 8.52% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 700,240 | $29.9M | 0.15% | +612,999+702.7% | Added |
| HRT Financial LP | 712,578 | $30.4M | 0.28% | +712,578 | New |
| Alliancebernstein L.P. | 720,167 | $30.7M | 0.01% | −124,331−14.7% | Reduced |
| Pictet Asset Management Ltd | 733,311 | $31.3M | 0.03% | +149,041+25.5% | Added |
| Assenagon Asset Management S.A. | 741,406 | $31.6M | 0.14% | +57,432+8.4% | Added |
| Capital World Investors | 760,228 | $32.4M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 766,741 | $32.7M | 0.04% | +766,741 | New |
| JPMorgan Chase & Co | 793,753 | $33.9M | 0.00% | −879,607−52.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 817,900 | $34.9M | 0.39% | +107,600+15.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 863,209 | $36.8M | 0.10% | +302,480+53.9% | Added |
| Soapstone Management L.P. | 925,000 | $39.5M | 15.83% | +250,000+37.0% | Added |
| Dendur Capital LP | 1,035,219 | $44.2M | 7.68% | +549,030+112.9% | Added |
| Nuveen Asset Management, LLC | 1,067,161 | $45.5M | 0.01% | −1,793,374−62.7% | Reduced |
| Price T Rowe Associates Inc | 1,166,986 | $49.8M | 0.00% | −5,284−0.5% | Reduced |
| Principal Financial Group Inc | 1,191,950 | $50.8M | 0.03% | −197,410−14.2% | Reduced |
| Goldentree Asset Management LP | 1,198,497 | $51.1M | 2.27% | +1,198,497 | New |
| Davenport & Co LLC | 1,236,754 | $52.8M | 0.41% | +1,236,754 | New |
| Victory Capital Management Inc | 1,242,321 | $53.0M | 0.05% | −1,930,554−60.8% | Reduced |
| Ancient Art, L.P. | 1,284,398 | $54.8M | 5.22% | 00.0% | Unchanged |
| Interval Partners, LP | 1,346,300 | $57.4M | 3.47% | +662,967+97.0% | Added |
| TimesSquare Capital Management, LLC | 1,456,820 | $62.1M | 0.51% | +121,505+9.1% | Added |
| Charles Schwab Investment Management Inc | 1,496,834 | $63.9M | 0.02% | −459,436−23.5% | Reduced |
| Northern Trust Corp | 1,670,536 | $71.3M | 0.01% | −1,865,817−52.8% | Reduced |
| Atalan Capital Partners, LP | 1,795,000 | $76.6M | 4.65% | +545,000+43.6% | Added |
| Bank of New York Mellon Corp | 2,006,216 | $85.6M | 0.02% | −236,714−10.6% | Reduced |
| Norges Bank | 2,029,410 | $86.6M | 0.02% | −469,234−18.8% | Reduced |
| Citadel Advisors LLC | 2,047,338 | $87.3M | 0.09% | +452,378+28.4% | Added |
| Robotti Robert | 2,287,891 | $97.6M | 24.50% | −177,256−7.2% | Reduced |
| Marshall Wace North America L.P. | 2,360,550 | $100.7M | 0.42% | +376,579+19.0% | Added |
| Massachusetts Financial Services Co | 2,705,325 | $115.4M | 0.03% | +783,072+40.7% | Added |
| Select Equity Group, L.P. | 2,729,615 | $116.4M | 0.40% | −2,576,113−48.6% | Reduced |
| Geode Capital Management, LLC | 2,784,244 | $118.8M | 0.02% | −672,620−19.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,984,778 | $127.3M | 0.83% | +182,411+6.5% | Added |
| Frontier Capital Management Co LLC | 3,013,052 | $128.5M | 0.94% | −635,576−17.4% | Reduced |
| RBF Capital, LLC | 3,040,906 | $129.7M | 7.25% | +4,500+0.1% | Added |
| Eminence Capital, LP | 3,094,815 | $132.0M | 1.63% | +3,094,815 | New |
| Anomaly Capital Management, LP | 3,103,152 | $132.4M | 8.36% | +591,583+23.6% | Added |
| Invesco Ltd. | 3,398,638 | $145.0M | 0.04% | −97,945−2.8% | Reduced |
| Millennium Management LLC | 3,637,249 | $155.2M | 0.20% | +2,566,633+239.7% | Added |
| Samlyn Capital, LLC | 3,722,985 | $158.8M | 2.42% | +861,790+30.1% | Added |
| Conifer Management, L.L.C. | 4,296,981 | $183.3M | 12.36% | −400,000−8.5% | Reduced |
| Dimensional Fund Advisors LP | 4,415,455 | $188.4M | 0.06% | −2,124,255−32.5% | Reduced |
| State Street Corp | 6,647,651 | $283.6M | 0.01% | −797,223−10.7% | Reduced |
| Wellington Management Group LLP | 7,668,415 | $327.1M | 0.05% | −1,026,357−11.8% | Reduced |
| William Blair Investment Management, LLC | 8,423,997 | $359.4M | 1.13% | +2,879,803+51.9% | Added |
| Coliseum Capital Management, LLC | 8,860,572 | $378.0M | 33.53% | +349,000+4.1% | Added |
| Vanguard Group Inc | 19,078,169 | $813.9M | 0.02% | −1,087,793−5.4% | Reduced |