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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 258,702 | $22.2M | 1.39% | −2,771,836−91.5% | Reduced |
| UBS Group AG | 262,732 | $22.5M | 0.01% | +66,266+33.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 264,289 | $22.7M | 0.23% | −324,679−55.1% | Reduced |
| California State Teachers Retirement System | 270,401 | $23.2M | 0.03% | −67,013−19.9% | Reduced |
| Point72 Asset Management, L.P. | 273,580 | $23.4M | 0.10% | −402,820−59.6% | Reduced |
| Hill City Capital, LP | 280,000 | $24.0M | 5.47% | −20,000−6.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 280,932 | $24.1M | 0.23% | −231,668−45.2% | Reduced |
| Hodges Capital Management Inc. | 286,339 | $24.5M | 1.78% | −107,893−27.4% | Reduced |
| UBS Asset Management Americas Inc | 286,789 | $24.6M | 0.01% | −160.0% | Reduced |
| American Century Companies Inc | 289,840 | $24.8M | 0.02% | +56,850+24.4% | Added |
| Acadian Asset Management LLC | 291,739 | $25.0M | 0.09% | +233,908+404.5% | Added |
| JB Capital Partners LP | 292,265 | $25.1M | 5.30% | −64,000−18.0% | Reduced |
| HRT Financial LP | 293,941 | $25.2M | 0.15% | +293,941 | New |
| Arrowstreet Capital, Limited Partnership | 298,997 | $25.6M | 0.03% | +298,997 | New |
| Paradigm Capital Management Inc | 302,512 | $25.9M | 1.16% | +8,800+3.0% | Added |
| One Fin Capital Management LP | 310,003 | $26.6M | 11.07% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 314,183 | $26.9M | 0.32% | −41,717−11.7% | Reduced |
| Great Lakes Advisors, LLC | 318,211 | $27.3M | 0.42% | +318,211 | New |
| LPL Financial LLC | 322,453 | $27.6M | 0.02% | +50,900+18.7% | Added |
| American International Group, Inc. | 323,830 | $27.8M | 0.14% | −33,004−9.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 327,254 | $28.0M | 0.14% | +322,386+6,622.6% | Added |
| Mutual of America Capital Management LLC | 333,073 | $28.5M | 0.29% | −56,307−14.5% | Reduced |
| Shellback Capital, LP | 340,000 | $29.1M | 1.69% | +60,000+21.4% | Added |
| Royce & Associates LP | 340,234 | $29.2M | 0.22% | −74,582−18.0% | Reduced |
| Voya Investment Management LLC | 343,073 | $29.4M | 0.06% | +36,284+11.8% | Added |
| BNP Paribas Arbitrage, SA | 353,238 | $30.3M | 0.07% | +232,239+191.9% | Added |
| Cookson Peirce & Co Inc | 358,182 | $30.7M | 1.71% | +111,390+45.1% | Added |
| Neuberger Berman Group LLC | 362,364 | $30.7M | 0.02% | −33,828−8.5% | Reduced |
| Ameriprise Financial Inc | 361,579 | $31.0M | 0.01% | +5,064+1.4% | Added |
| Alliancebernstein L.P. | 364,486 | $31.2M | 0.01% | −275,173−43.0% | Reduced |
| Deutsche Bank AG | 380,244 | $32.6M | 0.01% | +33,232+9.6% | Added |
| Parametric Portfolio Associates LLC | 386,036 | $33.1M | 0.02% | +51,432+15.4% | Added |
| Marshall Wace, LLP | 389,630 | $33.4M | 0.07% | +389,630 | New |
| AQR Capital Management LLC | 398,349 | $33.8M | 0.06% | +21,113+5.6% | Added |
| Stadium Capital Management LLC | 402,972 | $34.5M | 12.98% | 00.0% | Unchanged |
| California Public Employees Retirement System | 408,198 | $35.0M | 0.02% | −49,451−10.8% | Reduced |
| Kornitzer Capital Management Inc | 419,837 | $36.0M | 0.54% | 00.0% | Unchanged |
| Interval Partners, LP | 423,814 | $36.3M | 2.47% | −350,509−45.3% | Reduced |
| Renaissance Technologies LLC | 426,233 | $36.5M | 0.05% | −16,708−3.8% | Reduced |
| Swiss National Bank | 433,087 | $37.1M | 0.02% | −1,700−0.4% | Reduced |
| Soapstone Management L.P. | 450,000 | $38.6M | 17.73% | −420,300−48.3% | Reduced |
| Legal & General Group Plc | 453,407 | $38.9M | 0.01% | −110,771−19.6% | Reduced |
| Capital Growth Management LP | 460,000 | $39.4M | 3.62% | +460,000 | New |
| Retirement Systems of Alabama | 467,868 | $40.1M | 0.14% | −31,930−6.4% | Reduced |
| Rhumbline Advisers | 495,559 | $42.5M | 0.05% | −34,732−6.5% | Reduced |
| Millennium Management LLC | 504,075 | $43.2M | 0.05% | −525,700−51.0% | Reduced |
| Citadel Advisors LLC | 651,136 | $55.8M | 0.06% | +452,419+227.7% | Added |
| Bank of America Corp | 653,035 | $56.0M | 0.01% | +19,431+3.1% | Added |
| Woodson Capital Management, LP | 669,000 | $57.3M | 6.88% | −231,000−25.7% | Reduced |
| Voloridge Investment Management, LLC | 689,282 | $59.1M | 0.32% | +675,565+4,925.0% | Added |
| Hyperion Capital Advisors LP | 700,000 | $60.0M | 13.40% | 00.0% | Unchanged |
| Goldentree Asset Management LP | 720,436 | $61.7M | 3.20% | −91,901−11.3% | Reduced |
| First Trust Advisors LP | 746,600 | $64.0M | 0.06% | +75,350+11.2% | Added |
| Capital World Investors | 760,228 | $65.2M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 812,969 | $69.7M | 0.07% | −74,549−8.4% | Reduced |
| Davenport & Co LLC | 874,741 | $75.0M | 0.50% | −253,221−22.4% | Reduced |
| JPMorgan Chase & Co | 881,309 | $75.5M | 0.01% | +202,264+29.8% | Added |
| Nuveen Asset Management, LLC | 919,210 | $78.8M | 0.02% | −208,405−18.5% | Reduced |
| Evercore Wealth Management, LLC | 951,812 | $81.6M | 1.33% | +12,616+1.3% | Added |
| Principal Financial Group Inc | 970,262 | $83.2M | 0.05% | −212,280−18.0% | Reduced |
| Goldman Sachs Group Inc | 1,001,705 | $85.9M | 0.02% | +196,979+24.5% | Added |
| Morgan Stanley | 1,008,145 | $86.4M | 0.01% | +221,355+28.1% | Added |
| Select Equity Group, L.P. | 1,029,562 | $88.2M | 0.26% | −1,219,343−54.2% | Reduced |
| Makena Capital Management LLC | 1,120,771 | $96.1M | 10.86% | −158,250−12.4% | Reduced |
| Victory Capital Management Inc | 1,130,448 | $96.9M | 0.09% | −461,541−29.0% | Reduced |
| Price T Rowe Associates Inc | 1,136,445 | $97.4M | 0.01% | −16,196−1.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,226,881 | $105.2M | 0.23% | +202,327+19.7% | Added |
| Northern Trust Corp | 1,471,501 | $126.1M | 0.02% | −133,107−8.3% | Reduced |
| Luxor Capital Group, LP | 1,606,563 | $137.7M | 4.03% | −1,443,725−47.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,769,166 | $151.6M | 0.04% | −144,609−7.6% | Reduced |
| Bank of New York Mellon Corp | 1,784,678 | $153.0M | 0.03% | −163,334−8.4% | Reduced |
| North Peak Capital Management, LLC | 1,843,884 | $158.0M | 17.16% | −76,988−4.0% | Reduced |
| Robotti Robert | 1,853,364 | $158.9M | 32.19% | −398,363−17.7% | Reduced |
| Anomaly Capital Management, LP | 1,880,549 | $161.2M | 9.47% | −484,480−20.5% | Reduced |
| Atalan Capital Partners, LP | 1,930,000 | $165.4M | 10.57% | 00.0% | Unchanged |
| Norges Bank | 1,970,291 | $168.9M | 0.03% | −29,372−1.5% | Reduced |
| Invesco Ltd. | 2,088,407 | $179.0M | 0.04% | −1,125,412−35.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,223,522 | $190.6M | 0.21% | +2,223,522 | New |
| Frontier Capital Management Co LLC | 2,245,925 | $192.5M | 1.52% | −586,019−20.7% | Reduced |
| Dendur Capital LP | 2,369,675 | $203.1M | 29.87% | −193,000−7.5% | Reduced |
| Geode Capital Management, LLC | 2,511,142 | $215.2M | 0.03% | −121,351−4.6% | Reduced |
| Samlyn Capital, LLC | 2,860,651 | $245.2M | 3.75% | −883,173−23.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,956,228 | $253.4M | 1.47% | −5,043−0.2% | Reduced |
| Conifer Management, L.L.C. | 3,000,000 | $257.1M | 18.01% | −1,296,981−30.2% | Reduced |
| Massachusetts Financial Services Co | 3,401,890 | $291.6M | 0.08% | +744,449+28.0% | Added |
| Dimensional Fund Advisors LP | 4,340,327 | $372.0M | 0.11% | +82,305+1.9% | Added |
| Coliseum Capital Management, LLC | 4,699,164 | $402.8M | 30.80% | −4,203,509−47.2% | Reduced |
| State Street Corp | 6,043,674 | $518.0M | 0.02% | −213,636−3.4% | Reduced |
| William Blair Investment Management, LLC | 7,273,129 | $623.4M | 1.68% | −1,218,487−14.3% | Reduced |
| Wellington Management Group LLP | 9,821,432 | $841.8M | 0.13% | +1,599,605+19.5% | Added |
| Vanguard Group Inc | 17,335,692 | $1.49B | 0.03% | −1,318,879−7.1% | Reduced |
| FMR LLC | 17,960,742 | $1.54B | 0.11% | −4,345,093−19.5% | Reduced |
| BlackRock Inc. | 18,709,108 | $1.60B | 0.04% | −1,211,933−6.1% | Reduced |
| Sofos Investments, Inc. | 516 | – | – | +509+7,271.4% | Added |
| HG Vora Capital Management, LLC | 0 | $0 | 0.00% | −3,000,000−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −1,590,334−100.0% | Sold out |
| Ancient Art, L.P. | 0 | $0 | 0.00% | −1,209,535−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| Hillcrest Asset Management LLC | 0 | $0 | 0.00% | −265,829−100.0% | Sold out |
| Vision Capital Corp | 0 | $0 | 0.00% | −244,375−100.0% | Sold out |