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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 49,200 | $4.22M | 0.09% | −3,700−7.0% | Reduced |
| Jane Street Group, LLC | 49,368 | $4.23M | 0.01% | +42,599+629.3% | Added |
| Oberweis Asset Management Inc | 49,880 | $4.28M | 0.78% | +800+1.6% | Added |
| Avitas Wealth Management LLC | 50,041 | $4.29M | 0.72% | +892+1.8% | Added |
| Taika Capital, LP | 51,925 | $4.33M | 3.42% | +51,925 | New |
| Thrivent Financial for Lutherans | 50,735 | $4.35M | 0.01% | −3,628−6.7% | Reduced |
| Divisadero Street Capital Management, LP | 51,596 | $4.42M | 3.69% | +51,596 | New |
| Envestnet Asset Management Inc | 51,601 | $4.42M | 0.00% | +12,286+31.3% | Added |
| North Fourth Asset Management, LP | 51,911 | $4.45M | 1.55% | +51,911 | New |
| Precept Management LLC | 52,000 | $4.46M | 4.64% | +16,000+44.4% | Added |
| D. E. Shaw & Co., Inc. | 52,131 | $4.47M | 0.01% | +33,925+186.3% | Added |
| Arizona State Retirement System | 52,981 | $4.54M | 0.03% | −619−1.2% | Reduced |
| Kingfisher Capital LLC | 53,148 | $4.55M | 1.05% | +600+1.1% | Added |
| Schroder Investment Management Group | 54,534 | $4.67M | 0.01% | −22,317−29.0% | Reduced |
| Diametric Capital, LP | 58,190 | $4.99M | 3.82% | +43,256+289.6% | Added |
| Employees Retirement System of Texas | 58,737 | $5.03M | 0.06% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 68,381 | $5.07M | 1.05% | +5,017+7.9% | Added |
| Braun-Bostich & Associates Inc. | 68,381 | $5.07M | 1.21% | +68,381 | New |
| SG Americas Securities, LLC | 60,590 | $5.19M | 0.03% | +15,211+33.5% | Added |
| Empowered Funds, LLC | 61,798 | $5.30M | 0.60% | +61,798 | New |
| Castleark Management LLC | 61,944 | $5.31M | 0.20% | −21,095−25.4% | Reduced |
| Rafferty Asset Management, LLC | 62,669 | $5.37M | 0.03% | −4,008−6.0% | Reduced |
| SEI Investments Co | 62,783 | $5.38M | 0.01% | +57,143+1,013.2% | Added |
| Oregon Public Employees Retirement Fund | 63,434 | $5.44M | 0.06% | −6,318−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 64,013 | $5.48M | 0.01% | +40,264+169.5% | Added |
| Tocqueville Asset Management L.P. | 65,200 | $5.59M | 0.08% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 67,513 | $5.79M | 0.29% | +47,772+242.0% | Added |
| Ameritas Investment Partners, Inc. | 68,203 | $5.85M | 0.20% | +13,315+24.3% | Added |
| Hudson Value Partners, LLC | 68,485 | $5.86M | 2.84% | +35+0.1% | Added |
| Treasurer of the State of North Carolina | 68,689 | $5.89M | 0.03% | −5,120−6.9% | Reduced |
| Janus Henderson Group PLC | 69,663 | $5.97M | 0.00% | +15,680+29.0% | Added |
| Telemus Capital, LLC | 70,579 | $6.05M | 0.49% | +219+0.3% | Added |
| Eaton Vance Management | 70,683 | $6.06M | 0.01% | +38,990+123.0% | Added |
| Zacks Investment Management | 71,566 | $6.13M | 0.09% | +18,564+35.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,034 | $6.17M | 0.06% | −7,600−9.5% | Reduced |
| Catalyst Capital Advisors LLC | 72,750 | $6.24M | 0.29% | −4,750−6.1% | Reduced |
| Platte River Wealth Advisors, LLC | 77,499 | $6.24M | 2.14% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 74,422 | $6.38M | 0.00% | −71,312−48.9% | Reduced |
| Comerica Bank | 96,108 | $6.51M | 0.05% | −5,186−5.1% | Reduced |
| Moore Capital Management, LP | 76,900 | $6.59M | 0.17% | +76,900 | New |
| LMR Partners LLP | 76,987 | $6.60M | 0.09% | +76,987 | New |
| Lombard Odier Asset Management (USA) Corp | 77,725 | $6.66M | 1.00% | +22,500+40.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 78,314 | $6.71M | 0.01% | +77,000+5,860.0% | Added |
| Franklin Resources Inc | 83,575 | $7.16M | 0.00% | +83,575 | New |
| Smith, Graham & Co., Investment Advisors, LP | 84,535 | $7.25M | 0.72% | −1,045−1.2% | Reduced |
| Citigroup Inc | 89,236 | $7.65M | 0.01% | −17,432−16.3% | Reduced |
| Susquehanna International Group, LLP | 89,623 | $7.68M | 0.01% | −59,333−39.8% | Reduced |
| Oppenheimer & Co Inc | 90,558 | $7.76M | 0.14% | −5,660−5.9% | Reduced |
| MetLife Investment Management | 92,804 | $7.95M | 0.07% | −6,740−6.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 93,087 | $7.98M | 0.07% | +5,154+5.9% | Added |
| Argent Capital Management LLC | 96,745 | $8.29M | 0.24% | +1,655+1.7% | Added |
| Stifel Financial Corp | 97,177 | $8.33M | 0.01% | +25,368+35.3% | Added |
| Great West Life Assurance Co | 97,491 | $8.35M | 0.02% | +400.0% | Added |
| Cubist Systematic Strategies, LLC | 97,443 | $8.35M | 0.08% | +83,681+608.1% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $8.57M | 0.02% | +100,000 | New |
| State of Tennessee, Treasury Department | 100,560 | $8.62M | 0.03% | +33,000+48.8% | Added |
| Yousif Capital Management, LLC | 104,254 | $8.94M | 0.09% | +104,254 | New |
| Penserra Capital Management LLC | 108,524 | $9.30M | 0.20% | +64,789+148.1% | Added |
| Public Employees Retirement System of Ohio | 109,608 | $9.39M | 0.03% | −14,428−11.6% | Reduced |
| King Luther Capital Management Corp | 109,990 | $9.43M | 0.04% | −2,450−2.2% | Reduced |
| Crestline Management, LP | 110,067 | $9.43M | 0.71% | +4,637+4.4% | Added |
| State of New Jersey Common Pension Fund D | 112,820 | $9.67M | 0.03% | −562−0.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 122,691 | $10.5M | 0.24% | −13,625−10.0% | Reduced |
| ACK Asset Management LLC | 550,559 | $11.0M | 2.59% | −28,000−4.8% | Reduced |
| Overbrook Management Corp | 133,078 | $11.4M | 2.30% | 00.0% | Unchanged |
| AXA S.A. | 134,087 | $11.5M | 0.03% | −4,700−3.4% | Reduced |
| LSV Asset Management | 137,200 | $11.8M | 0.02% | −124,500−47.6% | Reduced |
| Amalgamated Bank | 137,338 | $11.8M | 0.09% | −37,213−21.3% | Reduced |
| AMJ Financial Wealth Management | 138,211 | $11.8M | 4.28% | +903+0.7% | Added |
| Texas Permanent School Fund | 138,671 | $11.9M | 0.15% | −14,608−9.5% | Reduced |
| HSBC Holdings PLC | 145,256 | $12.4M | 0.01% | +114,624+374.2% | Added |
| Westwood Holdings Group Inc. | 148,816 | $12.8M | 0.11% | −179,740−54.7% | Reduced |
| Crown Advisors Management, Inc. | 150,000 | $12.9M | 8.27% | −25,000−14.3% | Reduced |
| Cambiar Investors LLC | 152,573 | $13.1M | 0.45% | −34,365−18.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 154,098 | $13.2M | 0.16% | −101,502−39.7% | Reduced |
| Nicholas Company, Inc. | 155,434 | $13.3M | 0.22% | −30,060−16.2% | Reduced |
| Ergoteles LLC | 159,297 | $13.7M | 0.53% | +153,694+2,743.1% | Added |
| Barclays PLC | 160,934 | $13.8M | 0.01% | −136,423−45.9% | Reduced |
| State Board of Administration of Florida Retirement System | 161,034 | $13.8M | 0.02% | +5,062+3.2% | Added |
| Ensign Peak Advisors, Inc | 168,110 | $14.4M | 0.03% | +12,410+8.0% | Added |
| Credit Suisse AG | 169,020 | $14.5M | 0.01% | −45,398−21.2% | Reduced |
| Assenagon Asset Management S.A. | 169,641 | $14.5M | 0.05% | −578,950−77.3% | Reduced |
| Royal Bank of Canada | 170,796 | $14.6M | 0.00% | +34,602+25.4% | Added |
| GoodHaven Capital Management, LLC | 171,900 | $14.7M | 8.61% | 00.0% | Unchanged |
| Boston Partners | 174,165 | $14.9M | 0.02% | −906−0.5% | Reduced |
| Beaconlight Capital, LLC | 180,711 | $15.5M | 7.77% | −23,423−11.5% | Reduced |
| Raymond James & Associates | 183,362 | $15.7M | 0.01% | +5,139+2.9% | Added |
| Russell Investments Group, Ltd. | 189,157 | $16.2M | 0.03% | +117,167+162.8% | Added |
| Fisher Asset Management, LLC | 189,646 | $16.3M | 0.01% | −1,108−0.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 201,338 | $17.3M | 0.90% | +2,028+1.0% | Added |
| Twin Tree Management, LP | 201,708 | $17.3M | 0.42% | +178,406+765.6% | Added |
| Waterfront Capital Partners, LLC | 202,000 | $17.3M | 1.06% | +35,718+21.5% | Added |
| Manufacturers Life Insurance Company, The | 216,489 | $18.6M | 0.01% | −22,178−9.3% | Reduced |
| ExodusPoint Capital Management, LP | 219,116 | $18.8M | 0.23% | +51,327+30.6% | Added |
| New York State Teachers Retirement System | 225,577 | $19.3M | 0.04% | +40,258+21.7% | Added |
| New York State Common Retirement Fund | 225,671 | $19.3M | 0.02% | −17,661−7.3% | Reduced |
| Lazard Asset Management LLC | 231,919 | $19.9M | 0.02% | +231,590+70,392.1% | Added |
| Wells Fargo & Company | 239,589 | $20.5M | 0.01% | −2,323,182−90.7% | Reduced |
| Man Group plc | 250,341 | $21.5M | 0.07% | +101,357+68.0% | Added |
| Kennedy Capital Management, Inc. | 255,080 | $21.9M | 0.46% | −44,935−15.0% | Reduced |