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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 216,489 | $18.6M | 0.01% | −22,178−9.3% | Reduced |
| Waterfront Capital Partners, LLC | 202,000 | $17.3M | 1.06% | +35,718+21.5% | Added |
| Twin Tree Management, LP | 201,708 | $17.3M | 0.42% | +178,406+765.6% | Added |
| Punch & Associates Investment Management, Inc. | 201,338 | $17.3M | 0.90% | +2,028+1.0% | Added |
| Fisher Asset Management, LLC | 189,646 | $16.3M | 0.01% | −1,108−0.6% | Reduced |
| Russell Investments Group, Ltd. | 189,157 | $16.2M | 0.03% | +117,167+162.8% | Added |
| Raymond James & Associates | 183,362 | $15.7M | 0.01% | +5,139+2.9% | Added |
| Beaconlight Capital, LLC | 180,711 | $15.5M | 7.77% | −23,423−11.5% | Reduced |
| Boston Partners | 174,165 | $14.9M | 0.02% | −906−0.5% | Reduced |
| GoodHaven Capital Management, LLC | 171,900 | $14.7M | 8.61% | 00.0% | Unchanged |
| Royal Bank of Canada | 170,796 | $14.6M | 0.00% | +34,602+25.4% | Added |
| Assenagon Asset Management S.A. | 169,641 | $14.5M | 0.05% | −578,950−77.3% | Reduced |
| Credit Suisse AG | 169,020 | $14.5M | 0.01% | −45,398−21.2% | Reduced |
| Ensign Peak Advisors, Inc | 168,110 | $14.4M | 0.03% | +12,410+8.0% | Added |
| State Board of Administration of Florida Retirement System | 161,034 | $13.8M | 0.02% | +5,062+3.2% | Added |
| Barclays PLC | 160,934 | $13.8M | 0.01% | −136,423−45.9% | Reduced |
| Ergoteles LLC | 159,297 | $13.7M | 0.53% | +153,694+2,743.1% | Added |
| Nicholas Company, Inc. | 155,434 | $13.3M | 0.22% | −30,060−16.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 154,098 | $13.2M | 0.16% | −101,502−39.7% | Reduced |
| Cambiar Investors LLC | 152,573 | $13.1M | 0.45% | −34,365−18.4% | Reduced |
| Crown Advisors Management, Inc. | 150,000 | $12.9M | 8.27% | −25,000−14.3% | Reduced |
| Westwood Holdings Group Inc. | 148,816 | $12.8M | 0.11% | −179,740−54.7% | Reduced |
| HSBC Holdings PLC | 145,256 | $12.4M | 0.01% | +114,624+374.2% | Added |
| Texas Permanent School Fund | 138,671 | $11.9M | 0.15% | −14,608−9.5% | Reduced |
| AMJ Financial Wealth Management | 138,211 | $11.8M | 4.28% | +903+0.7% | Added |
| Amalgamated Bank | 137,338 | $11.8M | 0.09% | −37,213−21.3% | Reduced |
| LSV Asset Management | 137,200 | $11.8M | 0.02% | −124,500−47.6% | Reduced |
| AXA S.A. | 134,087 | $11.5M | 0.03% | −4,700−3.4% | Reduced |
| Overbrook Management Corp | 133,078 | $11.4M | 2.30% | 00.0% | Unchanged |
| ACK Asset Management LLC | 550,559 | $11.0M | 2.59% | −28,000−4.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 122,691 | $10.5M | 0.24% | −13,625−10.0% | Reduced |
| State of New Jersey Common Pension Fund D | 112,820 | $9.67M | 0.03% | −562−0.5% | Reduced |
| Crestline Management, LP | 110,067 | $9.43M | 0.71% | +4,637+4.4% | Added |
| King Luther Capital Management Corp | 109,990 | $9.43M | 0.04% | −2,450−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 109,608 | $9.39M | 0.03% | −14,428−11.6% | Reduced |
| Penserra Capital Management LLC | 108,524 | $9.30M | 0.20% | +64,789+148.1% | Added |
| Yousif Capital Management, LLC | 104,254 | $8.94M | 0.09% | +104,254 | New |
| State of Tennessee, Treasury Department | 100,560 | $8.62M | 0.03% | +33,000+48.8% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $8.57M | 0.02% | +100,000 | New |
| 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 |
| Stifel Financial Corp | 97,177 | $8.33M | 0.01% | +25,368+35.3% | Added |
| Argent Capital Management LLC | 96,745 | $8.29M | 0.24% | +1,655+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 93,087 | $7.98M | 0.07% | +5,154+5.9% | Added |
| MetLife Investment Management | 92,804 | $7.95M | 0.07% | −6,740−6.8% | Reduced |
| Oppenheimer & Co Inc | 90,558 | $7.76M | 0.14% | −5,660−5.9% | Reduced |
| Susquehanna International Group, LLP | 89,623 | $7.68M | 0.01% | −59,333−39.8% | Reduced |
| Citigroup Inc | 89,236 | $7.65M | 0.01% | −17,432−16.3% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 84,535 | $7.25M | 0.72% | −1,045−1.2% | Reduced |
| Franklin Resources Inc | 83,575 | $7.16M | 0.00% | +83,575 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 78,314 | $6.71M | 0.01% | +77,000+5,860.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 77,725 | $6.66M | 1.00% | +22,500+40.7% | Added |
| LMR Partners LLP | 76,987 | $6.60M | 0.09% | +76,987 | New |
| Moore Capital Management, LP | 76,900 | $6.59M | 0.17% | +76,900 | New |
| Comerica Bank | 96,108 | $6.51M | 0.05% | −5,186−5.1% | Reduced |
| Allianz Asset Management GmbH | 74,422 | $6.38M | 0.00% | −71,312−48.9% | Reduced |
| Platte River Wealth Advisors, LLC | 77,499 | $6.24M | 2.14% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 72,750 | $6.24M | 0.29% | −4,750−6.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,034 | $6.17M | 0.06% | −7,600−9.5% | Reduced |
| Zacks Investment Management | 71,566 | $6.13M | 0.09% | +18,564+35.0% | Added |
| Eaton Vance Management | 70,683 | $6.06M | 0.01% | +38,990+123.0% | Added |
| Telemus Capital, LLC | 70,579 | $6.05M | 0.49% | +219+0.3% | Added |
| Janus Henderson Group PLC | 69,663 | $5.97M | 0.00% | +15,680+29.0% | Added |
| Treasurer of the State of North Carolina | 68,689 | $5.89M | 0.03% | −5,120−6.9% | Reduced |
| Hudson Value Partners, LLC | 68,485 | $5.86M | 2.84% | +35+0.1% | Added |
| Ameritas Investment Partners, Inc. | 68,203 | $5.85M | 0.20% | +13,315+24.3% | Added |
| Prelude Capital Management, LLC | 67,513 | $5.79M | 0.29% | +47,772+242.0% | Added |
| Tocqueville Asset Management L.P. | 65,200 | $5.59M | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 64,013 | $5.48M | 0.01% | +40,264+169.5% | Added |
| Oregon Public Employees Retirement Fund | 63,434 | $5.44M | 0.06% | −6,318−9.1% | Reduced |
| SEI Investments Co | 62,783 | $5.38M | 0.01% | +57,143+1,013.2% | Added |
| Rafferty Asset Management, LLC | 62,669 | $5.37M | 0.03% | −4,008−6.0% | Reduced |
| Castleark Management LLC | 61,944 | $5.31M | 0.20% | −21,095−25.4% | Reduced |
| Empowered Funds, LLC | 61,798 | $5.30M | 0.60% | +61,798 | New |
| SG Americas Securities, LLC | 60,590 | $5.19M | 0.03% | +15,211+33.5% | Added |
| 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 |
| Employees Retirement System of Texas | 58,737 | $5.03M | 0.06% | 00.0% | Unchanged |
| Diametric Capital, LP | 58,190 | $4.99M | 3.82% | +43,256+289.6% | Added |
| Schroder Investment Management Group | 54,534 | $4.67M | 0.01% | −22,317−29.0% | Reduced |
| Kingfisher Capital LLC | 53,148 | $4.55M | 1.05% | +600+1.1% | Added |
| Arizona State Retirement System | 52,981 | $4.54M | 0.03% | −619−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 52,131 | $4.47M | 0.01% | +33,925+186.3% | Added |
| Precept Management LLC | 52,000 | $4.46M | 4.64% | +16,000+44.4% | Added |
| North Fourth Asset Management, LP | 51,911 | $4.45M | 1.55% | +51,911 | New |
| Envestnet Asset Management Inc | 51,601 | $4.42M | 0.00% | +12,286+31.3% | Added |
| Divisadero Street Capital Management, LP | 51,596 | $4.42M | 3.69% | +51,596 | New |
| Thrivent Financial for Lutherans | 50,735 | $4.35M | 0.01% | −3,628−6.7% | Reduced |
| Taika Capital, LP | 51,925 | $4.33M | 3.42% | +51,925 | New |
| Avitas Wealth Management LLC | 50,041 | $4.29M | 0.72% | +892+1.8% | Added |
| Oberweis Asset Management Inc | 49,880 | $4.28M | 0.78% | +800+1.6% | Added |
| Jane Street Group, LLC | 49,368 | $4.23M | 0.01% | +42,599+629.3% | Added |
| Louisiana State Employees Retirement System | 49,200 | $4.22M | 0.09% | −3,700−7.0% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 48,792 | $4.18M | 0.04% | −20,268−29.3% | Reduced |
| State of Michigan Retirement System | 48,500 | $4.16M | 0.02% | −3,400−6.6% | Reduced |
| Salem Investment Counselors Inc | 45,935 | $3.94M | 0.14% | +45,935 | New |
| Essex Investment Management Co LLC | 44,911 | $3.85M | 0.44% | −544−1.2% | Reduced |
| Natixis Advisors, L.P. | 44,022 | $3.77M | 0.01% | −21,612−32.9% | Reduced |
| Verdad Advisers, LP | 41,000 | $3.51M | 2.38% | −9,000−18.0% | Reduced |
| HighTower Advisors, LLC | 40,413 | $3.46M | 0.01% | +1,531+3.9% | Added |