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, Q4 2021
Institutional positions in Builders FirstSource, Inc. as of Dec 31, 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
- 494
- +97 vs. Q3 2021
- Shares held
- 175.7M
- −26.8M (−13.2%) vs. Q3 2021
- Total value
- $15.0B
- +$4.56B (+43.6%) vs. Q3 2021
- New holders
- 139
- 139 more added
- Sold out
- 42
- 173 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,709,108 | $1.60B | 0.04% | −1,211,933−6.1% | Reduced |
| FMR LLC | 17,960,742 | $1.54B | 0.11% | −4,345,093−19.5% | Reduced |
| Vanguard Group Inc | 17,335,692 | $1.49B | 0.03% | −1,318,879−7.1% | Reduced |
| Wellington Management Group LLP | 9,821,432 | $841.8M | 0.13% | +1,599,605+19.5% | Added |
| William Blair Investment Management, LLC | 7,273,129 | $623.4M | 1.68% | −1,218,487−14.3% | Reduced |
| State Street Corp | 6,043,674 | $518.0M | 0.02% | −213,636−3.4% | Reduced |
| Coliseum Capital Management, LLC | 4,699,164 | $402.8M | 30.80% | −4,203,509−47.2% | Reduced |
| Dimensional Fund Advisors LP | 4,340,327 | $372.0M | 0.11% | +82,305+1.9% | Added |
| Massachusetts Financial Services Co | 3,401,890 | $291.6M | 0.08% | +744,449+28.0% | Added |
| Conifer Management, L.L.C. | 3,000,000 | $257.1M | 18.01% | −1,296,981−30.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,956,228 | $253.4M | 1.47% | −5,043−0.2% | Reduced |
| Samlyn Capital, LLC | 2,860,651 | $245.2M | 3.75% | −883,173−23.6% | Reduced |
| Geode Capital Management, LLC | 2,511,142 | $215.2M | 0.03% | −121,351−4.6% | Reduced |
| Dendur Capital LP | 2,369,675 | $203.1M | 29.87% | −193,000−7.5% | Reduced |
| Frontier Capital Management Co LLC | 2,245,925 | $192.5M | 1.52% | −586,019−20.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,223,522 | $190.6M | 0.21% | +2,223,522 | New |
| Invesco Ltd. | 2,088,407 | $179.0M | 0.04% | −1,125,412−35.0% | Reduced |
| Norges Bank | 1,970,291 | $168.9M | 0.03% | −29,372−1.5% | Reduced |
| Atalan Capital Partners, LP | 1,930,000 | $165.4M | 10.57% | 00.0% | Unchanged |
| Anomaly Capital Management, LP | 1,880,549 | $161.2M | 9.47% | −484,480−20.5% | Reduced |
| Robotti Robert | 1,853,364 | $158.9M | 32.19% | −398,363−17.7% | Reduced |
| North Peak Capital Management, LLC | 1,843,884 | $158.0M | 17.16% | −76,988−4.0% | Reduced |
| Bank of New York Mellon Corp | 1,784,678 | $153.0M | 0.03% | −163,334−8.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,769,166 | $151.6M | 0.04% | −144,609−7.6% | Reduced |
| Luxor Capital Group, LP | 1,606,563 | $137.7M | 4.03% | −1,443,725−47.3% | Reduced |
| Northern Trust Corp | 1,471,501 | $126.1M | 0.02% | −133,107−8.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,226,881 | $105.2M | 0.23% | +202,327+19.7% | Added |
| Price T Rowe Associates Inc | 1,136,445 | $97.4M | 0.01% | −16,196−1.4% | Reduced |
| Victory Capital Management Inc | 1,130,448 | $96.9M | 0.09% | −461,541−29.0% | Reduced |
| Makena Capital Management LLC | 1,120,771 | $96.1M | 10.86% | −158,250−12.4% | Reduced |
| Select Equity Group, L.P. | 1,029,562 | $88.2M | 0.26% | −1,219,343−54.2% | Reduced |
| Morgan Stanley | 1,008,145 | $86.4M | 0.01% | +221,355+28.1% | Added |
| Goldman Sachs Group Inc | 1,001,705 | $85.9M | 0.02% | +196,979+24.5% | Added |
| Principal Financial Group Inc | 970,262 | $83.2M | 0.05% | −212,280−18.0% | Reduced |
| Evercore Wealth Management, LLC | 951,812 | $81.6M | 1.33% | +12,616+1.3% | Added |
| Nuveen Asset Management, LLC | 919,210 | $78.8M | 0.02% | −208,405−18.5% | Reduced |
| JPMorgan Chase & Co | 881,309 | $75.5M | 0.01% | +202,264+29.8% | Added |
| Davenport & Co LLC | 874,741 | $75.0M | 0.50% | −253,221−22.4% | Reduced |
| Pictet Asset Management SA | 812,969 | $69.7M | 0.07% | −74,549−8.4% | Reduced |
| Capital World Investors | 760,228 | $65.2M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 746,600 | $64.0M | 0.06% | +75,350+11.2% | Added |
| Goldentree Asset Management LP | 720,436 | $61.7M | 3.20% | −91,901−11.3% | Reduced |
| Hyperion Capital Advisors LP | 700,000 | $60.0M | 13.40% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 689,282 | $59.1M | 0.32% | +675,565+4,925.0% | Added |
| Woodson Capital Management, LP | 669,000 | $57.3M | 6.88% | −231,000−25.7% | Reduced |
| Bank of America Corp | 653,035 | $56.0M | 0.01% | +19,431+3.1% | Added |
| Citadel Advisors LLC | 651,136 | $55.8M | 0.06% | +452,419+227.7% | Added |
| Millennium Management LLC | 504,075 | $43.2M | 0.05% | −525,700−51.0% | Reduced |
| Rhumbline Advisers | 495,559 | $42.5M | 0.05% | −34,732−6.5% | Reduced |
| Retirement Systems of Alabama | 467,868 | $40.1M | 0.14% | −31,930−6.4% | Reduced |
| Capital Growth Management LP | 460,000 | $39.4M | 3.62% | +460,000 | New |
| Legal & General Group Plc | 453,407 | $38.9M | 0.01% | −110,771−19.6% | Reduced |
| Soapstone Management L.P. | 450,000 | $38.6M | 17.73% | −420,300−48.3% | Reduced |
| Swiss National Bank | 433,087 | $37.1M | 0.02% | −1,700−0.4% | Reduced |
| Renaissance Technologies LLC | 426,233 | $36.5M | 0.05% | −16,708−3.8% | Reduced |
| Interval Partners, LP | 423,814 | $36.3M | 2.47% | −350,509−45.3% | Reduced |
| Kornitzer Capital Management Inc | 419,837 | $36.0M | 0.54% | 00.0% | Unchanged |
| California Public Employees Retirement System | 408,198 | $35.0M | 0.02% | −49,451−10.8% | Reduced |
| Stadium Capital Management LLC | 402,972 | $34.5M | 12.98% | 00.0% | Unchanged |
| AQR Capital Management LLC | 398,349 | $33.8M | 0.06% | +21,113+5.6% | Added |
| Marshall Wace, LLP | 389,630 | $33.4M | 0.07% | +389,630 | New |
| Parametric Portfolio Associates LLC | 386,036 | $33.1M | 0.02% | +51,432+15.4% | Added |
| Deutsche Bank AG | 380,244 | $32.6M | 0.01% | +33,232+9.6% | Added |
| Alliancebernstein L.P. | 364,486 | $31.2M | 0.01% | −275,173−43.0% | Reduced |
| Ameriprise Financial Inc | 361,579 | $31.0M | 0.01% | +5,064+1.4% | Added |
| Neuberger Berman Group LLC | 362,364 | $30.7M | 0.02% | −33,828−8.5% | Reduced |
| Cookson Peirce & Co Inc | 358,182 | $30.7M | 1.71% | +111,390+45.1% | Added |
| BNP Paribas Arbitrage, SA | 353,238 | $30.3M | 0.07% | +232,239+191.9% | Added |
| Voya Investment Management LLC | 343,073 | $29.4M | 0.06% | +36,284+11.8% | Added |
| Royce & Associates LP | 340,234 | $29.2M | 0.22% | −74,582−18.0% | Reduced |
| Shellback Capital, LP | 340,000 | $29.1M | 1.69% | +60,000+21.4% | Added |
| Mutual of America Capital Management LLC | 333,073 | $28.5M | 0.29% | −56,307−14.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 327,254 | $28.0M | 0.14% | +322,386+6,622.6% | Added |
| American International Group, Inc. | 323,830 | $27.8M | 0.14% | −33,004−9.2% | Reduced |
| LPL Financial LLC | 322,453 | $27.6M | 0.02% | +50,900+18.7% | Added |
| Great Lakes Advisors, LLC | 318,211 | $27.3M | 0.42% | +318,211 | New |
| Thornburg Investment Management Inc | 314,183 | $26.9M | 0.32% | −41,717−11.7% | Reduced |
| One Fin Capital Management LP | 310,003 | $26.6M | 11.07% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 302,512 | $25.9M | 1.16% | +8,800+3.0% | Added |
| Arrowstreet Capital, Limited Partnership | 298,997 | $25.6M | 0.03% | +298,997 | New |
| HRT Financial LP | 293,941 | $25.2M | 0.15% | +293,941 | New |
| JB Capital Partners LP | 292,265 | $25.1M | 5.30% | −64,000−18.0% | Reduced |
| Acadian Asset Management LLC | 291,739 | $25.0M | 0.09% | +233,908+404.5% | Added |
| American Century Companies Inc | 289,840 | $24.8M | 0.02% | +56,850+24.4% | Added |
| UBS Asset Management Americas Inc | 286,789 | $24.6M | 0.01% | −160.0% | Reduced |
| Hodges Capital Management Inc. | 286,339 | $24.5M | 1.78% | −107,893−27.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 280,932 | $24.1M | 0.23% | −231,668−45.2% | Reduced |
| Hill City Capital, LP | 280,000 | $24.0M | 5.47% | −20,000−6.7% | Reduced |
| Point72 Asset Management, L.P. | 273,580 | $23.4M | 0.10% | −402,820−59.6% | Reduced |
| California State Teachers Retirement System | 270,401 | $23.2M | 0.03% | −67,013−19.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 264,289 | $22.7M | 0.23% | −324,679−55.1% | Reduced |
| UBS Group AG | 262,732 | $22.5M | 0.01% | +66,266+33.7% | Added |
| RBF Capital, LLC | 258,702 | $22.2M | 1.39% | −2,771,836−91.5% | Reduced |
| Kennedy Capital Management, Inc. | 255,080 | $21.9M | 0.46% | −44,935−15.0% | Reduced |
| Man Group plc | 250,341 | $21.5M | 0.07% | +101,357+68.0% | Added |
| Wells Fargo & Company | 239,589 | $20.5M | 0.01% | −2,323,182−90.7% | Reduced |
| Lazard Asset Management LLC | 231,919 | $19.9M | 0.02% | +231,590+70,392.1% | Added |
| New York State Common Retirement Fund | 225,671 | $19.3M | 0.02% | −17,661−7.3% | Reduced |
| New York State Teachers Retirement System | 225,577 | $19.3M | 0.04% | +40,258+21.7% | Added |
| ExodusPoint Capital Management, LP | 219,116 | $18.8M | 0.23% | +51,327+30.6% | Added |