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 |
|---|---|---|---|---|---|
| Cookson Peirce & Co Inc | 250,895 | $10.7M | 0.66% | −266,567−51.5% | Reduced |
| Shellback Capital, LP | 250,000 | $10.7M | 0.58% | +250,000 | New |
| ACK Asset Management LLC | 696,253 | $10.4M | 3.83% | −75,000−9.7% | Reduced |
| UBS Group AG | 239,340 | $10.2M | 0.00% | +78,422+48.7% | Added |
| UBS Oconnor LLC | 230,000 | $9.81M | 0.09% | +230,000 | New |
| Hodges Capital Management Inc. | 229,680 | $9.80M | 1.10% | +98,430+75.0% | Added |
| Manufacturers Life Insurance Company, The | 226,859 | $9.68M | 0.01% | −114,515−33.5% | Reduced |
| American Century Companies Inc | 226,231 | $9.65M | 0.01% | −97,250−30.1% | Reduced |
| Castleark Management LLC | 217,539 | $9.28M | 0.31% | −62,542−22.3% | Reduced |
| Man Group plc | 210,434 | $8.98M | 0.03% | +81,783+63.6% | Added |
| New York State Common Retirement Fund | 207,468 | $8.85M | 0.01% | +4,230+2.1% | Added |
| Punch & Associates Investment Management, Inc. | 198,648 | $8.47M | 0.48% | +3,888+2.0% | Added |
| Credit Suisse AG | 195,118 | $8.32M | 0.01% | +10,390+5.6% | Added |
| Amalgamated Bank | 189,462 | $8.08M | 0.06% | +164,763+667.1% | Added |
| Nicholas Company, Inc. | 185,359 | $7.91M | 0.14% | −23,095−11.1% | Reduced |
| Alyeska Investment Group, L.P. | 183,389 | $7.82M | 0.09% | +42,522+30.2% | Added |
| New York State Teachers Retirement System | 182,370 | $7.78M | 0.02% | −4,985−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 182,287 | $7.78M | 0.02% | +91,883+101.6% | Added |
| Raymond James & Associates | 176,893 | $7.55M | 0.01% | −66,948−27.5% | Reduced |
| Crown Advisors Management, Inc. | 175,000 | $7.46M | 5.34% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 173,742 | $7.41M | 0.05% | +173,742 | New |
| Fisher Asset Management, LLC | 173,313 | $7.39M | 0.00% | +852+0.5% | Added |
| Hudson Bay Capital Management LP | 172,000 | $7.34M | 0.09% | +152,000+760.0% | Added |
| GoodHaven Capital Management, LLC | 171,700 | $7.33M | 4.87% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 166,360 | $7.10M | 0.13% | +52,872+46.6% | Added |
| AXA S.A. | 163,487 | $6.97M | 0.02% | −41,137−20.1% | Reduced |
| Ensign Peak Advisors, Inc | 158,620 | $6.77M | 0.01% | +8,320+5.5% | Added |
| Texas Permanent School Fund | 154,362 | $6.58M | 0.08% | +138+0.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 151,952 | $6.48M | 0.15% | +93,040+157.9% | Added |
| Balyasny Asset Management LLC | 147,437 | $6.29M | 0.03% | −487,875−76.8% | Reduced |
| LPL Financial LLC | 144,405 | $6.16M | 0.01% | −3,934−2.7% | Reduced |
| Russell Investments Group, Ltd. | 142,599 | $6.08M | 0.01% | −61,012−30.0% | Reduced |
| State Board of Administration of Florida Retirement System | 138,134 | $5.89M | 0.01% | +68,787+99.2% | Added |
| Comerica Bank | 120,854 | $5.85M | 0.04% | −864−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 130,342 | $5.56M | 0.06% | +93,360+252.4% | Added |
| Qube Research & Technologies Ltd | 129,639 | $5.53M | 0.07% | +129,639 | New |
| Public Employees Retirement System of Ohio | 127,576 | $5.44M | 0.02% | +115,355+943.9% | Added |
| AMJ Financial Wealth Management | 125,953 | $5.37M | 2.34% | +6,258+5.2% | Added |
| Royal Bank of Canada | 121,654 | $5.19M | 0.00% | +19,490+19.1% | Added |
| Citigroup Inc | 120,192 | $5.13M | 0.00% | +11,448+10.5% | Added |
| ClariVest Asset Management LLC | 116,584 | $4.97M | 0.17% | −18,065−13.4% | Reduced |
| North Fourth Asset Management, LP | 116,558 | $4.97M | 1.88% | +116,558 | New |
| King Luther Capital Management Corp | 114,650 | $4.89M | 0.02% | +9,920+9.5% | Added |
| State of New Jersey Common Pension Fund D | 110,905 | $4.73M | 0.02% | −5,704−4.9% | Reduced |
| Bank of Montreal | 104,470 | $4.50M | 0.00% | +78,333+299.7% | Added |
| MetLife Investment Management | 103,500 | $4.42M | 0.04% | −79,591−43.5% | Reduced |
| Prospect Capital Advisors, LLC | 102,400 | $4.37M | 1.63% | −76,600−42.8% | Reduced |
| Janus Henderson Group PLC | 97,249 | $4.15M | 0.00% | +66,951+221.0% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 95,034 | $4.05M | 0.36% | +95,034 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,985 | $4.01M | 0.04% | +12,639+15.5% | Added |
| Argent Capital Management LLC | 93,629 | $3.99M | 0.12% | +5,032+5.7% | Added |
| Friess Associates LLC | 86,709 | $3.70M | 1.40% | +16,773+24.0% | Added |
| Stifel Financial Corp | 86,305 | $3.68M | 0.01% | +14,637+20.4% | Added |
| Prelude Capital Management, LLC | 86,140 | $3.67M | 0.20% | +54,545+172.6% | Added |
| Rafferty Asset Management, LLC | 85,262 | $3.64M | 0.02% | +11,246+15.2% | Added |
| Group One Trading, L.P. | 85,093 | $3.63M | 0.07% | +38,703+83.4% | Added |
| PEAK6 Investments LLC | 81,553 | $3.48M | 0.09% | +66,654+447.4% | Added |
| Hickory Lane Capital Management LP | 81,250 | $3.47M | 2.16% | +81,250 | New |
| Catalyst Capital Advisors LLC | 81,200 | $3.46M | 0.17% | −62,600−43.5% | Reduced |
| Great West Life Assurance Co | 80,430 | $3.43M | 0.01% | −54−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 77,656 | $3.31M | 0.03% | +4,700+6.4% | Added |
| Platte River Wealth Advisors, LLC | 77,499 | $3.31M | 1.26% | +77,499 | New |
| Tocqueville Asset Management L.P. | 76,100 | $3.25M | 0.05% | −9,640−11.2% | Reduced |
| Lisanti Capital Growth, LLC | 75,200 | $3.21M | 0.40% | −184,690−71.1% | Reduced |
| Shay Capital LLC | 72,480 | $3.09M | 0.73% | +22,480+45.0% | Added |
| Three Peaks Capital Management, LLC | 71,411 | $3.05M | 0.94% | +16,955+31.1% | Added |
| Treasurer of the State of North Carolina | 71,320 | $3.04M | 0.02% | +71,320 | New |
| Oregon Public Employees Retirement Fund | 70,672 | $3.02M | 0.03% | +2,602+3.8% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 68,851 | $2.94M | 0.03% | −2,672−3.7% | Reduced |
| Affinity Wealth Management LLC | 63,356 | $2.85M | 0.57% | +909+1.5% | Added |
| Verition Fund Management LLC | 66,731 | $2.85M | 0.04% | +66,731 | New |
| SEI Investments Co | 65,784 | $2.81M | 0.01% | −10,931−14.2% | Reduced |
| Driehaus Capital Management LLC | 62,000 | $2.65M | 0.04% | −54,600−46.8% | Reduced |
| Walleye Trading LLC | 61,106 | $2.61M | 0.07% | +53,227+675.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 59,125 | $2.52M | 0.48% | +59,125 | New |
| Employees Retirement System of Texas | 58,737 | $2.51M | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 58,562 | $2.50M | 0.82% | +51,533+733.1% | Added |
| Ameritas Investment Partners, Inc. | 55,986 | $2.39M | 0.09% | −17,517−23.8% | Reduced |
| Thrivent Financial for Lutherans | 55,148 | $2.35M | 0.00% | +137+0.2% | Added |
| Verdad Advisers, LP | 55,000 | $2.35M | 4.60% | −350,000−86.4% | Reduced |
| Louisiana State Employees Retirement System | 53,700 | $2.29M | 0.06% | +100+0.2% | Added |
| LMR Partners LLP | 53,599 | $2.29M | 0.03% | −115,359−68.3% | Reduced |
| SG Americas Securities, LLC | 53,587 | $2.29M | 0.01% | −6,280−10.5% | Reduced |
| Arizona State Retirement System | 52,972 | $2.26M | 0.02% | −3,681−6.5% | Reduced |
| State of Michigan Retirement System | 52,200 | $2.23M | 0.01% | −24,300−31.8% | Reduced |
| Zacks Investment Management | 50,765 | $2.17M | 0.04% | −513−1.0% | Reduced |
| Kingfisher Capital LLC | 50,394 | $2.15M | 0.55% | +2,683+5.6% | Added |
| Avitas Wealth Management LLC | 48,741 | $2.08M | 0.37% | +1,248+2.6% | Added |
| Natixis Advisors, L.P. | 47,421 | $2.02M | 0.01% | −160,003−77.1% | Reduced |
| Oberweis Asset Management Inc | 46,420 | $1.98M | 0.43% | +23,520+102.7% | Added |
| AdvisorShares Investments LLC | 46,378 | $1.98M | 0.27% | +46,378 | New |
| Robeco Institutional Asset Management B.V. | 46,266 | $1.97M | 0.00% | −20,704−30.9% | Reduced |
| Brigade Capital Management, LP | 45,900 | $1.96M | 0.27% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 45,845 | $1.96M | 1.08% | +45,845 | New |
| Essex Investment Management Co LLC | 45,455 | $1.94M | 0.23% | −4,991−9.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 45,058 | $1.92M | 0.04% | −400−0.9% | Reduced |
| Nomura Holdings Inc | 43,923 | $1.87M | 0.02% | +24,922+131.2% | Added |
| First Trust Advisors LP | 43,492 | $1.85M | 0.00% | −13,475−23.7% | Reduced |
| SummerHaven Investment Management, LLC | 42,936 | $1.83M | 1.05% | +1,020+2.4% | Added |
| New Mexico Educational Retirement Board | 42,800 | $1.83M | 0.06% | +6,700+18.6% | Added |