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 |
|---|---|---|---|---|---|
| First Dallas Securities Inc. | 11,440 | $981.0K | 0.64% | −2,785−19.6% | Reduced |
| Stratos Wealth Partners, LTD. | 11,489 | $985.0K | 0.02% | +1,546+15.5% | Added |
| M&T Bank Corp | 11,497 | $986.0K | 0.00% | +6,138+114.5% | Added |
| Cerity Partners LLC | 11,631 | $998.0K | 0.02% | +11,631 | New |
| Spire Wealth Management | 11,739 | $1.01M | 0.02% | +4,820+69.7% | Added |
| Proficio Capital Partners LLC | 12,253 | $1.05M | 0.15% | +18+0.1% | Added |
| Mercer Global Advisors Inc | 12,554 | $1.08M | 0.01% | +286+2.3% | Added |
| US Bancorp | 12,658 | $1.08M | 0.00% | −66−0.5% | Reduced |
| JustInvest LLC | 13,030 | $1.12M | 0.07% | +1,190+10.1% | Added |
| Riverwater Partners LLC | 13,122 | $1.13M | 1.00% | +13,122 | New |
| Centiva Capital, LP | 13,227 | $1.13M | 0.07% | +13,227 | New |
| American Trust | 13,358 | $1.15M | 0.09% | +13,358 | New |
| Commonwealth Equity Services, LLC | 13,427 | $1.15M | 0.00% | +5,214+63.5% | Added |
| PDT Partners, LLC | 13,531 | $1.16M | 0.09% | +13,531 | New |
| Bayesian Capital Management, LP | 13,600 | $1.17M | 0.37% | +3,727+37.7% | Added |
| Kestra Advisory Services, LLC | 14,407 | $1.24M | 0.01% | +1,245+9.5% | Added |
| Maryland State Retirement & Pension System | 14,534 | $1.25M | 0.03% | −1,077−6.9% | Reduced |
| Nordea Investment Management AB | 14,798 | $1.25M | 0.00% | +402+2.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,647 | $1.25M | 0.30% | +14,647 | New |
| Penbrook Management LLC | 14,822 | $1.27M | 0.77% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 14,979 | $1.28M | 0.06% | +3,178+26.9% | Added |
| Affinity Investment Advisors, LLC | 14,992 | $1.28M | 0.52% | −1,637−9.8% | Reduced |
| PCJ Investment Counsel Ltd. | 15,000 | $1.29M | 0.45% | +15,000 | New |
| Rock Creek Group, LP | 15,000 | $1.29M | 0.19% | +15,000 | New |
| Corton Capital Inc. | 15,183 | $1.30M | 0.58% | +15,183 | New |
| Symmetry Investments LP | 15,400 | $1.32M | 0.68% | +15,400 | New |
| Redwood Investment Management, LLC | 15,599 | $1.34M | 0.18% | +15,599 | New |
| Perigon Wealth Management, LLC | 15,823 | $1.36M | 0.10% | +4,059+34.5% | Added |
| First Hawaiian Bank | 15,962 | $1.37M | 0.04% | −955−5.6% | Reduced |
| Formula Growth Ltd | 16,134 | $1.38M | 0.25% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 17,853 | $1.40M | 0.09% | +17,853 | New |
| AlphaCrest Capital Management LLC | 16,507 | $1.42M | 0.05% | +11,711+244.2% | Added |
| Crossmark Global Holdings, Inc. | 17,000 | $1.46M | 0.03% | +1,600+10.4% | Added |
| Securian Asset Management, Inc | 17,152 | $1.47M | 0.03% | −1,430−7.7% | Reduced |
| Shell Asset Management Co | 17,341 | $1.49M | 0.03% | +3,704+27.2% | Added |
| ProShare Advisors LLC | 18,248 | $1.56M | 0.00% | +3,027+19.9% | Added |
| Dynamic Technology Lab Private Ltd | 18,459 | $1.58M | 0.18% | +18,459 | New |
| Lyon Street Capital, LLC | 18,500 | $1.59M | 1.58% | +18,500 | New |
| Ci Investments Inc. | 18,544 | $1.59M | 0.01% | +3,931+26.9% | Added |
| SkyView Investment Advisors, LLC | 20,335 | $1.61M | 0.36% | −3,966−16.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,810 | $1.61M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 18,864 | $1.62M | 0.01% | −9,451−33.4% | Reduced |
| APG Asset Management N.V. | 21,500 | $1.62M | 0.00% | +21,500 | New |
| Norris Financial Group, LLC | 19,277 | $1.65M | 1.00% | −3,503−15.4% | Reduced |
| DuPont Capital Management Corp | 19,374 | $1.66M | 0.06% | +5,265+37.3% | Added |
| Advisor Resource Council | 19,524 | $1.67M | 0.13% | +19,524 | New |
| GWM Advisors LLC | 19,996 | $1.71M | 0.03% | +19,996 | New |
| Syntal Capital Partners, LLC | 20,658 | $1.77M | 0.76% | +20,658 | New |
| Xponance, Inc. | 21,423 | $1.84M | 0.03% | −2,172−9.2% | Reduced |
| Symmetry Partners, LLC | 21,513 | $1.84M | 0.12% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 21,800 | $1.87M | 0.01% | +21,800 | New |
| Blair William & Co | 22,050 | $1.89M | 0.01% | −3,175−12.6% | Reduced |
| Prudential Financial Inc | 28,245 | $1.89M | 0.00% | +4,560+19.3% | Added |
| Truist Financial Corp | 23,075 | $1.98M | 0.00% | +23,075 | New |
| State of Wisconsin Investment Board | 23,102 | $1.98M | 0.00% | −2,581−10.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,567 | $2.02M | 0.04% | −50.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 23,649 | $2.03M | 0.00% | +9,211+63.8% | Added |
| Voss Capital, LLC | 25,000 | $2.14M | 0.66% | +15,000+150.0% | Added |
| Captrust Financial Advisors | 25,512 | $2.19M | 0.01% | +13,114+105.8% | Added |
| Pacer Advisors, Inc. | 25,535 | $2.19M | 0.02% | +3,162+14.1% | Added |
| Gotham Asset Management, LLC | 25,873 | $2.22M | 0.07% | +6,602+34.3% | Added |
| Verition Fund Management LLC | 26,046 | $2.23M | 0.03% | −11,268−30.2% | Reduced |
| Keeley-Teton Advisors, LLC | 26,100 | $2.24M | 0.24% | −11,338−30.3% | Reduced |
| Virginia Retirement Systems Et Al | 26,500 | $2.27M | 0.02% | +4,600+21.0% | Added |
| Public Employees Retirement Association of Colorado | 27,311 | $2.34M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 27,717 | $2.38M | 0.02% | −4,085−12.8% | Reduced |
| Aquila Investment Management LLC | 28,000 | $2.40M | 1.16% | +28,000 | New |
| Raymond James Financial Services Advisors, Inc. | 28,060 | $2.40M | 0.00% | −9,889−26.1% | Reduced |
| Paradiem, LLC | 35,509 | $2.41M | 0.79% | +35,509 | New |
| Lee Johnson Capital Management, LLC | 28,311 | $2.43M | 1.99% | +28,311 | New |
| Wall Street Access Asset Management, LLC | 28,600 | $2.45M | 1.30% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 29,800 | $2.55M | 0.18% | −3,300−10.0% | Reduced |
| Caption Management, LLC | 29,800 | $2.55M | 0.16% | +29,800 | New |
| Prescott Group Capital Management, L.L.C. | 30,228 | $2.59M | 0.59% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 30,259 | $2.59M | 1.74% | 00.0% | Unchanged |
| Independent Advisor Alliance | 30,357 | $2.60M | 0.13% | +30,357 | New |
| Chartwell Investment Partners, LLC | 30,890 | $2.65M | 0.08% | −551−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,745 | $2.72M | 0.05% | −2,484−7.3% | Reduced |
| Guggenheim Capital LLC | 32,015 | $2.74M | 0.01% | +32,015 | New |
| Hudson Bay Capital Management LP | 32,742 | $2.81M | 0.03% | −89,110−73.1% | Reduced |
| Occudo Quantitative Strategies LP | 33,221 | $2.85M | 0.25% | +10,608+46.9% | Added |
| Altus Wealth Group LLC | 33,940 | $2.91M | 2.40% | +287+0.9% | Added |
| EAM Global Investors LLC | 34,143 | $2.93M | 0.52% | +34,143 | New |
| Metropolitan Life Insurance Co | 34,223 | $2.93M | 0.04% | −3,563−9.4% | Reduced |
| Gyon Technologies Capital Management, LP | 34,817 | $2.98M | 0.55% | −21,897−38.6% | Reduced |
| Handelsbanken Fonder AB | 34,919 | $2.99M | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 35,358 | $3.03M | 0.01% | +1,348+4.0% | Added |
| Walleye Trading LLC | 36,419 | $3.12M | 0.05% | +19,824+119.5% | Added |
| Bank of Montreal | 37,351 | $3.16M | 0.00% | +17,630+89.4% | Added |
| Wolverine Trading, LLC | 37,628 | $3.16M | 0.04% | +11,387+43.4% | Added |
| Algert Global LLC | 37,500 | $3.21M | 0.40% | −24,104−39.1% | Reduced |
| Teacher Retirement System of Texas | 37,925 | $3.25M | 0.01% | +6,520+20.8% | Added |
| New Mexico Educational Retirement Board | 39,800 | $3.41M | 0.11% | −3,000−7.0% | Reduced |
| HighTower Advisors, LLC | 40,413 | $3.46M | 0.01% | +1,531+3.9% | Added |
| Verdad Advisers, LP | 41,000 | $3.51M | 2.38% | −9,000−18.0% | Reduced |
| Natixis Advisors, L.P. | 44,022 | $3.77M | 0.01% | −21,612−32.9% | Reduced |
| Essex Investment Management Co LLC | 44,911 | $3.85M | 0.44% | −544−1.2% | Reduced |
| Salem Investment Counselors Inc | 45,935 | $3.94M | 0.14% | +45,935 | New |
| State of Michigan Retirement System | 48,500 | $4.16M | 0.02% | −3,400−6.6% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 48,792 | $4.18M | 0.04% | −20,268−29.3% | Reduced |