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, Q3 2021
Institutional positions in Builders FirstSource, Inc. as of Sep 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
- 404
- +7 vs. Q2 2021
- Shares held
- 203.3M
- −1.40M (−0.7%) vs. Q2 2021
- Total value
- $10.5B
- +$1.79B (+20.5%) vs. Q2 2021
- New holders
- 64
- 111 more added
- Sold out
- 57
- 168 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 22,305,835 | $1.15B | 0.09% | +2,841,535+14.6% | Added |
| BlackRock Inc. | 19,921,041 | $1.03B | 0.03% | −308,928−1.5% | Reduced |
| Vanguard Group Inc | 18,654,571 | $965.2M | 0.02% | −423,598−2.2% | Reduced |
| Coliseum Capital Management, LLC | 8,902,673 | $460.6M | 40.89% | +42,101+0.5% | Added |
| William Blair Investment Management, LLC | 8,491,616 | $439.4M | 1.24% | +67,619+0.8% | Added |
| Wellington Management Group LLP | 8,221,827 | $425.4M | 0.07% | +553,412+7.2% | Added |
| State Street Corp | 6,257,310 | $323.8M | 0.02% | −390,341−5.9% | Reduced |
| Conifer Management, L.L.C. | 4,296,981 | $222.3M | 15.36% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 4,258,022 | $220.3M | 0.07% | −157,433−3.6% | Reduced |
| Samlyn Capital, LLC | 3,743,824 | $193.7M | 2.84% | +20,839+0.6% | Added |
| Invesco Ltd. | 3,213,819 | $166.3M | 0.04% | −184,819−5.4% | Reduced |
| Luxor Capital Group, LP | 3,050,288 | $157.8M | 4.03% | +2,491,769+446.1% | Added |
| RBF Capital, LLC | 3,030,538 | $156.8M | 8.95% | −10,368−0.3% | Reduced |
| HG Vora Capital Management, LLC | 3,000,000 | $155.2M | 5.88% | +3,000,000 | New |
| Fuller & Thaler Asset Management, Inc. | 2,961,271 | $153.2M | 0.99% | −23,507−0.8% | Reduced |
| Frontier Capital Management Co LLC | 2,831,944 | $146.5M | 1.15% | −181,108−6.0% | Reduced |
| Massachusetts Financial Services Co | 2,657,441 | $137.5M | 0.04% | −47,884−1.8% | Reduced |
| Geode Capital Management, LLC | 2,632,493 | $136.2M | 0.02% | −151,751−5.5% | Reduced |
| Wells Fargo & Company | 2,562,771 | $132.6M | 0.03% | +2,164,286+543.1% | Added |
| Dendur Capital LP | 2,562,675 | $132.6M | 22.15% | +1,527,456+147.5% | Added |
| Anomaly Capital Management, LP | 2,365,029 | $122.4M | 7.86% | −738,123−23.8% | Reduced |
| Robotti Robert | 2,251,727 | $116.5M | 26.73% | −36,164−1.6% | Reduced |
| Select Equity Group, L.P. | 2,248,905 | $116.4M | 0.39% | −480,710−17.6% | Reduced |
| Norges Bank | 1,999,663 | $103.5M | 0.02% | −29,747−1.5% | Reduced |
| Bank of New York Mellon Corp | 1,948,012 | $100.8M | 0.02% | −58,204−2.9% | Reduced |
| Atalan Capital Partners, LP | 1,930,000 | $99.9M | 6.23% | +135,000+7.5% | Added |
| North Peak Capital Management, LLC | 1,920,872 | $99.4M | 12.78% | +1,920,872 | New |
| Charles Schwab Investment Management Inc | 1,913,775 | $99.0M | 0.03% | +416,941+27.9% | Added |
| Northern Trust Corp | 1,604,608 | $83.0M | 0.01% | −65,928−3.9% | Reduced |
| Victory Capital Management Inc | 1,591,989 | $82.4M | 0.08% | +349,668+28.1% | Added |
| Eminence Capital, LP | 1,590,334 | $82.3M | 1.12% | −1,504,481−48.6% | Reduced |
| Makena Capital Management LLC | 1,279,021 | $66.2M | 11.18% | +996,273+352.4% | Added |
| Ancient Art, L.P. | 1,209,535 | $62.6M | 6.73% | −74,863−5.8% | Reduced |
| Principal Financial Group Inc | 1,182,542 | $61.2M | 0.04% | −9,408−0.8% | Reduced |
| Price T Rowe Associates Inc | 1,152,641 | $59.6M | 0.01% | −14,345−1.2% | Reduced |
| Davenport & Co LLC | 1,127,962 | $58.4M | 0.41% | −108,792−8.8% | Reduced |
| Nuveen Asset Management, LLC | 1,127,615 | $58.3M | 0.02% | +60,454+5.7% | Added |
| Millennium Management LLC | 1,029,775 | $53.3M | 0.07% | −2,607,474−71.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,024,554 | $53.0M | 0.13% | +161,345+18.7% | Added |
| Evercore Wealth Management, LLC | 939,196 | $48.6M | 0.88% | +939,196 | New |
| Woodson Capital Management, LP | 900,000 | $46.6M | 3.93% | +250,632+38.6% | Added |
| Pictet Asset Management SA | 887,518 | $45.9M | 0.05% | +887,518 | New |
| Soapstone Management L.P. | 870,300 | $45.0M | 18.92% | −54,700−5.9% | Reduced |
| Goldentree Asset Management LP | 812,337 | $42.0M | 2.07% | −386,160−32.2% | Reduced |
| Goldman Sachs Group Inc | 804,726 | $41.6M | 0.01% | +146,272+22.2% | Added |
| Morgan Stanley | 786,790 | $40.7M | 0.01% | +116,393+17.4% | Added |
| Interval Partners, LP | 774,323 | $40.1M | 2.35% | −571,977−42.5% | Reduced |
| Capital World Investors | 760,228 | $39.3M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 748,591 | $38.7M | 0.16% | +7,185+1.0% | Added |
| Marshall Wace North America L.P. | 710,129 | $36.7M | 0.16% | −1,650,421−69.9% | Reduced |
| Hyperion Capital Advisors LP | 700,000 | $36.2M | 9.62% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 679,045 | $35.1M | 0.00% | −114,708−14.5% | Reduced |
| Point72 Asset Management, L.P. | 676,400 | $35.0M | 0.17% | −23,840−3.4% | Reduced |
| First Trust Advisors LP | 671,250 | $34.7M | 0.04% | +627,758+1,443.4% | Added |
| Alliancebernstein L.P. | 639,659 | $33.1M | 0.01% | −80,508−11.2% | Reduced |
| Bank of America Corp | 633,604 | $32.8M | 0.00% | +117,793+22.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 588,968 | $30.5M | 0.31% | +164,374+38.7% | Added |
| Legal & General Group Plc | 564,178 | $29.2M | 0.01% | +110,089+24.2% | Added |
| Rhumbline Advisers | 530,291 | $27.4M | 0.04% | −17,272−3.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 512,600 | $26.5M | 0.30% | −305,300−37.3% | Reduced |
| Retirement Systems of Alabama | 499,798 | $25.9M | 0.10% | −1,553−0.3% | Reduced |
| California Public Employees Retirement System | 457,649 | $23.7M | 0.02% | +1,132+0.2% | Added |
| Renaissance Technologies LLC | 442,941 | $22.9M | 0.03% | −323,800−42.2% | Reduced |
| Swiss National Bank | 434,787 | $22.5M | 0.01% | +5,200+1.2% | Added |
| Kornitzer Capital Management Inc | 419,837 | $21.7M | 0.33% | 00.0% | Unchanged |
| Royce & Associates LP | 414,816 | $21.5M | 0.16% | +7,480+1.8% | Added |
| Stadium Capital Management LLC | 402,972 | $20.9M | 9.11% | +139,972+53.2% | Added |
| Hodges Capital Management Inc. | 394,232 | $20.4M | 1.50% | +164,552+71.6% | Added |
| Neuberger Berman Group LLC | 396,192 | $20.3M | 0.02% | −39,022−9.0% | Reduced |
| Mutual of America Capital Management LLC | 389,380 | $20.1M | 0.20% | −476−0.1% | Reduced |
| AQR Capital Management LLC | 377,236 | $19.5M | 0.04% | −166,608−30.6% | Reduced |
| American International Group, Inc. | 356,834 | $18.5M | 0.10% | −11,102−3.0% | Reduced |
| Ameriprise Financial Inc | 356,515 | $18.4M | 0.01% | −17,691−4.7% | Reduced |
| JB Capital Partners LP | 356,265 | $18.4M | 4.16% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 355,900 | $18.4M | 0.23% | −4,721−1.3% | Reduced |
| Deutsche Bank AG | 347,012 | $18.0M | 0.01% | −1,288−0.4% | Reduced |
| California State Teachers Retirement System | 337,414 | $17.5M | 0.02% | −11,385−3.3% | Reduced |
| Parametric Portfolio Associates LLC | 334,604 | $17.3M | 0.01% | −20,606−5.8% | Reduced |
| Westwood Holdings Group Inc. | 328,556 | $17.0M | 0.18% | −108,497−24.8% | Reduced |
| One Fin Capital Management LP | 310,003 | $16.0M | 7.43% | 00.0% | Unchanged |
| Voya Investment Management LLC | 306,789 | $15.9M | 0.03% | −191,318−38.4% | Reduced |
| Kennedy Capital Management, Inc. | 300,015 | $15.5M | 0.35% | −83,184−21.7% | Reduced |
| Hill City Capital, LP | 300,000 | $15.5M | 3.94% | 00.0% | Unchanged |
| Barclays PLC | 297,357 | $15.4M | 0.01% | −75,893−20.3% | Reduced |
| Paradigm Capital Management Inc | 293,712 | $15.2M | 0.78% | +10,700+3.8% | Added |
| UBS Asset Management Americas Inc | 286,805 | $14.8M | 0.01% | +31,356+12.3% | Added |
| Shellback Capital, LP | 280,000 | $14.5M | 0.85% | +30,000+12.0% | Added |
| LPL Financial LLC | 271,553 | $14.1M | 0.01% | +127,148+88.0% | Added |
| UBS Oconnor LLC | 270,000 | $14.0M | 0.12% | +40,000+17.4% | Added |
| Hillcrest Asset Management LLC | 265,829 | $13.8M | 1.97% | −46,180−14.8% | Reduced |
| LSV Asset Management | 261,700 | $13.5M | 0.02% | −7,100−2.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 255,600 | $13.2M | 0.14% | +255,531+370,334.8% | Added |
| Cookson Peirce & Co Inc | 246,792 | $12.8M | 0.78% | −4,103−1.6% | Reduced |
| Vision Capital Corp | 244,375 | $12.6M | 5.82% | −302,595−55.3% | Reduced |
| New York State Common Retirement Fund | 243,332 | $12.6M | 0.01% | +35,864+17.3% | Added |
| Manufacturers Life Insurance Company, The | 238,667 | $12.3M | 0.01% | +11,808+5.2% | Added |
| American Century Companies Inc | 232,990 | $12.1M | 0.01% | +6,759+3.0% | Added |
| Credit Suisse AG | 214,418 | $11.1M | 0.01% | +19,300+9.9% | Added |
| ACK Asset Management LLC | 578,559 | $10.7M | 3.13% | −117,694−16.9% | Reduced |
| Beaconlight Capital, LLC | 204,134 | $10.6M | 5.35% | −97,377−32.3% | Reduced |