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 |
|---|---|---|---|---|---|
| UBS Group AG | 196,466 | $10.2M | 0.00% | −42,874−17.9% | Reduced |
| Citadel Advisors LLC | 198,717 | $10.3M | 0.01% | −1,848,621−90.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 199,310 | $10.3M | 0.59% | +662+0.3% | Added |
| Beaconlight Capital, LLC | 204,134 | $10.6M | 5.35% | −97,377−32.3% | Reduced |
| ACK Asset Management LLC | 578,559 | $10.7M | 3.13% | −117,694−16.9% | Reduced |
| Credit Suisse AG | 214,418 | $11.1M | 0.01% | +19,300+9.9% | Added |
| American Century Companies Inc | 232,990 | $12.1M | 0.01% | +6,759+3.0% | Added |
| Manufacturers Life Insurance Company, The | 238,667 | $12.3M | 0.01% | +11,808+5.2% | Added |
| New York State Common Retirement Fund | 243,332 | $12.6M | 0.01% | +35,864+17.3% | Added |
| Vision Capital Corp | 244,375 | $12.6M | 5.82% | −302,595−55.3% | Reduced |
| Cookson Peirce & Co Inc | 246,792 | $12.8M | 0.78% | −4,103−1.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 255,600 | $13.2M | 0.14% | +255,531+370,334.8% | Added |
| LSV Asset Management | 261,700 | $13.5M | 0.02% | −7,100−2.6% | Reduced |
| Hillcrest Asset Management LLC | 265,829 | $13.8M | 1.97% | −46,180−14.8% | Reduced |
| UBS Oconnor LLC | 270,000 | $14.0M | 0.12% | +40,000+17.4% | Added |
| LPL Financial LLC | 271,553 | $14.1M | 0.01% | +127,148+88.0% | Added |
| Shellback Capital, LP | 280,000 | $14.5M | 0.85% | +30,000+12.0% | Added |
| UBS Asset Management Americas Inc | 286,805 | $14.8M | 0.01% | +31,356+12.3% | Added |
| Paradigm Capital Management Inc | 293,712 | $15.2M | 0.78% | +10,700+3.8% | Added |
| Barclays PLC | 297,357 | $15.4M | 0.01% | −75,893−20.3% | Reduced |
| Hill City Capital, LP | 300,000 | $15.5M | 3.94% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 300,015 | $15.5M | 0.35% | −83,184−21.7% | Reduced |
| Voya Investment Management LLC | 306,789 | $15.9M | 0.03% | −191,318−38.4% | Reduced |
| One Fin Capital Management LP | 310,003 | $16.0M | 7.43% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 328,556 | $17.0M | 0.18% | −108,497−24.8% | Reduced |
| Parametric Portfolio Associates LLC | 334,604 | $17.3M | 0.01% | −20,606−5.8% | Reduced |
| California State Teachers Retirement System | 337,414 | $17.5M | 0.02% | −11,385−3.3% | Reduced |
| Deutsche Bank AG | 347,012 | $18.0M | 0.01% | −1,288−0.4% | Reduced |
| Thornburg Investment Management Inc | 355,900 | $18.4M | 0.23% | −4,721−1.3% | Reduced |
| JB Capital Partners LP | 356,265 | $18.4M | 4.16% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 356,515 | $18.4M | 0.01% | −17,691−4.7% | Reduced |
| American International Group, Inc. | 356,834 | $18.5M | 0.10% | −11,102−3.0% | Reduced |
| AQR Capital Management LLC | 377,236 | $19.5M | 0.04% | −166,608−30.6% | Reduced |
| Mutual of America Capital Management LLC | 389,380 | $20.1M | 0.20% | −476−0.1% | Reduced |
| Neuberger Berman Group LLC | 396,192 | $20.3M | 0.02% | −39,022−9.0% | Reduced |
| Hodges Capital Management Inc. | 394,232 | $20.4M | 1.50% | +164,552+71.6% | Added |
| Stadium Capital Management LLC | 402,972 | $20.9M | 9.11% | +139,972+53.2% | Added |
| Royce & Associates LP | 414,816 | $21.5M | 0.16% | +7,480+1.8% | Added |
| Kornitzer Capital Management Inc | 419,837 | $21.7M | 0.33% | 00.0% | Unchanged |
| Swiss National Bank | 434,787 | $22.5M | 0.01% | +5,200+1.2% | Added |
| Renaissance Technologies LLC | 442,941 | $22.9M | 0.03% | −323,800−42.2% | Reduced |
| California Public Employees Retirement System | 457,649 | $23.7M | 0.02% | +1,132+0.2% | Added |
| Retirement Systems of Alabama | 499,798 | $25.9M | 0.10% | −1,553−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 512,600 | $26.5M | 0.30% | −305,300−37.3% | Reduced |
| Rhumbline Advisers | 530,291 | $27.4M | 0.04% | −17,272−3.2% | Reduced |
| Legal & General Group Plc | 564,178 | $29.2M | 0.01% | +110,089+24.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 588,968 | $30.5M | 0.31% | +164,374+38.7% | Added |
| Bank of America Corp | 633,604 | $32.8M | 0.00% | +117,793+22.8% | Added |
| Alliancebernstein L.P. | 639,659 | $33.1M | 0.01% | −80,508−11.2% | Reduced |
| First Trust Advisors LP | 671,250 | $34.7M | 0.04% | +627,758+1,443.4% | Added |
| Point72 Asset Management, L.P. | 676,400 | $35.0M | 0.17% | −23,840−3.4% | Reduced |
| JPMorgan Chase & Co | 679,045 | $35.1M | 0.00% | −114,708−14.5% | Reduced |
| Hyperion Capital Advisors LP | 700,000 | $36.2M | 9.62% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 710,129 | $36.7M | 0.16% | −1,650,421−69.9% | Reduced |
| Assenagon Asset Management S.A. | 748,591 | $38.7M | 0.16% | +7,185+1.0% | Added |
| Capital World Investors | 760,228 | $39.3M | 0.01% | 00.0% | Unchanged |
| Interval Partners, LP | 774,323 | $40.1M | 2.35% | −571,977−42.5% | Reduced |
| Morgan Stanley | 786,790 | $40.7M | 0.01% | +116,393+17.4% | Added |
| Goldman Sachs Group Inc | 804,726 | $41.6M | 0.01% | +146,272+22.2% | Added |
| Goldentree Asset Management LP | 812,337 | $42.0M | 2.07% | −386,160−32.2% | Reduced |
| Soapstone Management L.P. | 870,300 | $45.0M | 18.92% | −54,700−5.9% | Reduced |
| Pictet Asset Management SA | 887,518 | $45.9M | 0.05% | +887,518 | New |
| Woodson Capital Management, LP | 900,000 | $46.6M | 3.93% | +250,632+38.6% | Added |
| Evercore Wealth Management, LLC | 939,196 | $48.6M | 0.88% | +939,196 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,024,554 | $53.0M | 0.13% | +161,345+18.7% | Added |
| Millennium Management LLC | 1,029,775 | $53.3M | 0.07% | −2,607,474−71.7% | Reduced |
| Nuveen Asset Management, LLC | 1,127,615 | $58.3M | 0.02% | +60,454+5.7% | Added |
| Davenport & Co LLC | 1,127,962 | $58.4M | 0.41% | −108,792−8.8% | Reduced |
| Price T Rowe Associates Inc | 1,152,641 | $59.6M | 0.01% | −14,345−1.2% | Reduced |
| Principal Financial Group Inc | 1,182,542 | $61.2M | 0.04% | −9,408−0.8% | Reduced |
| Ancient Art, L.P. | 1,209,535 | $62.6M | 6.73% | −74,863−5.8% | Reduced |
| Makena Capital Management LLC | 1,279,021 | $66.2M | 11.18% | +996,273+352.4% | Added |
| Eminence Capital, LP | 1,590,334 | $82.3M | 1.12% | −1,504,481−48.6% | Reduced |
| Victory Capital Management Inc | 1,591,989 | $82.4M | 0.08% | +349,668+28.1% | Added |
| Northern Trust Corp | 1,604,608 | $83.0M | 0.01% | −65,928−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,913,775 | $99.0M | 0.03% | +416,941+27.9% | Added |
| North Peak Capital Management, LLC | 1,920,872 | $99.4M | 12.78% | +1,920,872 | New |
| Atalan Capital Partners, LP | 1,930,000 | $99.9M | 6.23% | +135,000+7.5% | Added |
| Bank of New York Mellon Corp | 1,948,012 | $100.8M | 0.02% | −58,204−2.9% | Reduced |
| Norges Bank | 1,999,663 | $103.5M | 0.02% | −29,747−1.5% | Reduced |
| Select Equity Group, L.P. | 2,248,905 | $116.4M | 0.39% | −480,710−17.6% | Reduced |
| Robotti Robert | 2,251,727 | $116.5M | 26.73% | −36,164−1.6% | Reduced |
| Anomaly Capital Management, LP | 2,365,029 | $122.4M | 7.86% | −738,123−23.8% | Reduced |
| Dendur Capital LP | 2,562,675 | $132.6M | 22.15% | +1,527,456+147.5% | Added |
| Wells Fargo & Company | 2,562,771 | $132.6M | 0.03% | +2,164,286+543.1% | Added |
| Geode Capital Management, LLC | 2,632,493 | $136.2M | 0.02% | −151,751−5.5% | Reduced |
| Massachusetts Financial Services Co | 2,657,441 | $137.5M | 0.04% | −47,884−1.8% | Reduced |
| Frontier Capital Management Co LLC | 2,831,944 | $146.5M | 1.15% | −181,108−6.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,961,271 | $153.2M | 0.99% | −23,507−0.8% | Reduced |
| HG Vora Capital Management, LLC | 3,000,000 | $155.2M | 5.88% | +3,000,000 | New |
| RBF Capital, LLC | 3,030,538 | $156.8M | 8.95% | −10,368−0.3% | Reduced |
| Luxor Capital Group, LP | 3,050,288 | $157.8M | 4.03% | +2,491,769+446.1% | Added |
| Invesco Ltd. | 3,213,819 | $166.3M | 0.04% | −184,819−5.4% | Reduced |
| Samlyn Capital, LLC | 3,743,824 | $193.7M | 2.84% | +20,839+0.6% | Added |
| Dimensional Fund Advisors LP | 4,258,022 | $220.3M | 0.07% | −157,433−3.6% | Reduced |
| Conifer Management, L.L.C. | 4,296,981 | $222.3M | 15.36% | 00.0% | Unchanged |
| State Street Corp | 6,257,310 | $323.8M | 0.02% | −390,341−5.9% | Reduced |
| Wellington Management Group LLP | 8,221,827 | $425.4M | 0.07% | +553,412+7.2% | Added |
| William Blair Investment Management, LLC | 8,491,616 | $439.4M | 1.24% | +67,619+0.8% | Added |
| Coliseum Capital Management, LLC | 8,902,673 | $460.6M | 40.89% | +42,101+0.5% | Added |