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, Q1 2022
Institutional positions in Builders FirstSource, Inc. as of Mar 31, 2022. 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
- 509
- +20 vs. Q4 2021
- Shares held
- 171.3M
- −4.43M (−2.5%) vs. Q4 2021
- Total value
- $11.1B
- −$3.95B (−26.3%) vs. Q4 2021
- New holders
- 89
- 180 more added
- Sold out
- 69
- 193 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 17,612,282 | $1.14B | 0.03% | −1,096,826−5.9% | Reduced |
| Vanguard Group Inc | 17,422,176 | $1.12B | 0.03% | +86,484+0.5% | Added |
| FMR LLC | 13,048,248 | $842.1M | 0.07% | −4,912,494−27.4% | Reduced |
| Wellington Management Group LLP | 11,277,012 | $727.8M | 0.12% | +1,455,580+14.8% | Added |
| William Blair Investment Management, LLC | 6,768,535 | $436.8M | 1.31% | −504,594−6.9% | Reduced |
| State Street Corp | 5,624,342 | $363.0M | 0.02% | −419,332−6.9% | Reduced |
| Coliseum Capital Management, LLC | 5,553,458 | $358.4M | 26.98% | +854,294+18.2% | Added |
| Dimensional Fund Advisors LP | 4,457,635 | $287.8M | 0.09% | +117,308+2.7% | Added |
| Massachusetts Financial Services Co | 3,535,609 | $228.2M | 0.07% | +133,719+3.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,845,620 | $183.7M | 0.23% | +622,098+28.0% | Added |
| Geode Capital Management, LLC | 2,644,005 | $170.7M | 0.02% | +132,863+5.3% | Added |
| Conifer Management, L.L.C. | 2,500,000 | $161.3M | 18.49% | −500,000−16.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,488,682 | $160.6M | 0.95% | −467,546−15.8% | Reduced |
| Dendur Capital LP | 2,290,675 | $147.8M | 26.23% | −79,000−3.3% | Reduced |
| Samlyn Capital, LLC | 2,163,844 | $139.7M | 2.11% | −696,807−24.4% | Reduced |
| Anomaly Capital Management, LP | 1,959,981 | $126.5M | 5.89% | +79,432+4.2% | Added |
| Norges Bank | 1,863,062 | $120.2M | 0.03% | −107,229−5.4% | Reduced |
| Frontier Capital Management Co LLC | 1,797,846 | $116.0M | 1.05% | −448,079−20.0% | Reduced |
| Robotti Robert | 1,794,024 | $115.8M | 23.43% | −59,340−3.2% | Reduced |
| Invesco Ltd. | 1,789,024 | $115.5M | 0.03% | −299,383−14.3% | Reduced |
| Bank of New York Mellon Corp | 1,734,566 | $111.9M | 0.02% | −50,112−2.8% | Reduced |
| Atalan Capital Partners, LP | 1,600,000 | $103.3M | 7.62% | −330,000−17.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,516,352 | $97.9M | 0.03% | −252,814−14.3% | Reduced |
| HG Vora Capital Management, LLC | 1,500,000 | $96.8M | 2.92% | +1,500,000 | New |
| Goldentree Asset Management LP | 1,478,753 | $95.4M | 5.00% | +758,317+105.3% | Added |
| Northern Trust Corp | 1,438,482 | $92.8M | 0.02% | −33,019−2.2% | Reduced |
| Goldman Sachs Group Inc | 1,405,938 | $90.7M | 0.02% | +404,233+40.4% | Added |
| Assetmark, Inc | 1,362,516 | $87.9M | 0.37% | +1,359,441+44,209.5% | Added |
| Luxor Capital Group, LP | 1,337,545 | $86.3M | 4.96% | −269,018−16.7% | Reduced |
| Marshall Wace, LLP | 1,246,826 | $80.5M | 0.17% | +857,196+220.0% | Added |
| Citadel Advisors LLC | 1,143,826 | $73.8M | 0.08% | +492,690+75.7% | Added |
| Morgan Stanley | 1,126,047 | $72.7M | 0.01% | +117,902+11.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,059,308 | $68.4M | 0.14% | −167,573−13.7% | Reduced |
| Nuveen Asset Management, LLC | 890,436 | $68.0M | 0.02% | −28,774−3.1% | Reduced |
| AQR Capital Management LLC | 1,042,325 | $67.3M | 0.13% | +643,976+161.7% | Added |
| Price T Rowe Associates Inc | 1,039,033 | $67.1M | 0.01% | −97,412−8.6% | Reduced |
| Evercore Wealth Management, LLC | 1,032,253 | $66.6M | 1.18% | +80,441+8.5% | Added |
| Principal Financial Group Inc | 982,655 | $63.4M | 0.04% | +12,393+1.3% | Added |
| Makena Capital Management LLC | 978,528 | $63.2M | 7.66% | −142,243−12.7% | Reduced |
| Natixis | 859,221 | $55.5M | 0.19% | +849,287+8,549.3% | Added |
| Davenport & Co LLC | 776,741 | $50.1M | 0.35% | −98,000−11.2% | Reduced |
| JPMorgan Chase & Co | 764,050 | $49.3M | 0.01% | −117,259−13.3% | Reduced |
| Capital World Investors | 760,228 | $49.1M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 745,641 | $48.1M | 0.06% | +319,408+74.9% | Added |
| Pictet Asset Management SA | 711,357 | $45.9M | 0.05% | −101,612−12.5% | Reduced |
| Hyperion Capital Advisors LP | 700,000 | $45.2M | 17.11% | 00.0% | Unchanged |
| Victory Capital Management Inc | 688,492 | $43.8M | 0.04% | −441,956−39.1% | Reduced |
| Bank of America Corp | 660,548 | $42.6M | 0.00% | +7,513+1.2% | Added |
| Woodson Capital Management, LP | 600,000 | $38.7M | 5.68% | −69,000−10.3% | Reduced |
| First Trust Advisors LP | 581,508 | $37.5M | 0.04% | −165,092−22.1% | Reduced |
| ACK Asset Management LLC | 550,559 | $35.5M | 7.71% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 531,146 | $34.3M | 0.17% | +203,892+62.3% | Added |
| Rhumbline Advisers | 482,498 | $31.1M | 0.04% | −13,061−2.6% | Reduced |
| Voloridge Investment Management, LLC | 461,819 | $29.8M | 0.17% | −227,463−33.0% | Reduced |
| Royce & Associates LP | 459,781 | $29.7M | 0.25% | +119,547+35.1% | Added |
| Stadium Capital Management LLC | 457,972 | $29.6M | 14.00% | +55,000+13.6% | Added |
| Swiss National Bank | 452,787 | $29.2M | 0.02% | +19,700+4.5% | Added |
| Soapstone Management L.P. | 450,000 | $29.0M | 13.28% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 445,071 | $28.7M | 0.26% | +445,071 | New |
| Legal & General Group Plc | 444,176 | $28.7M | 0.01% | −9,231−2.0% | Reduced |
| Retirement Systems of Alabama | 443,405 | $28.6M | 0.10% | −24,463−5.2% | Reduced |
| Pacer Advisors, Inc. | 404,503 | $26.1M | 0.21% | +378,968+1,484.1% | Added |
| Parametric Portfolio Associates LLC | 401,169 | $25.9M | 0.01% | +15,133+3.9% | Added |
| California Public Employees Retirement System | 389,759 | $25.2M | 0.02% | −18,439−4.5% | Reduced |
| Alliancebernstein L.P. | 387,388 | $25.0M | 0.01% | +22,902+6.3% | Added |
| ExodusPoint Capital Management, LP | 383,898 | $24.8M | 0.36% | +164,782+75.2% | Added |
| Cookson Peirce & Co Inc | 376,256 | $24.3M | 1.42% | +18,074+5.0% | Added |
| Schonfeld Strategic Advisors LLC | 369,331 | $23.8M | 0.27% | +88,399+31.5% | Added |
| Kornitzer Capital Management Inc | 369,273 | $23.8M | 0.39% | −50,564−12.0% | Reduced |
| Barclays PLC | 350,313 | $22.6M | 0.02% | +189,379+117.7% | Added |
| Ameriprise Financial Inc | 349,214 | $22.5M | 0.01% | −12,365−3.4% | Reduced |
| Mutual of America Capital Management LLC | 337,058 | $21.8M | 0.23% | +3,985+1.2% | Added |
| American International Group, Inc. | 324,389 | $20.9M | 0.11% | +559+0.2% | Added |
| One Fin Capital Management LP | 310,003 | $20.0M | 8.28% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 307,702 | $19.9M | 0.01% | +20,913+7.3% | Added |
| American Century Companies Inc | 302,695 | $19.5M | 0.01% | +12,855+4.4% | Added |
| Hill City Capital, LP | 300,000 | $19.4M | 3.69% | +20,000+7.1% | Added |
| JB Capital Partners LP | 292,265 | $18.9M | 4.22% | 00.0% | Unchanged |
| Deutsche Bank AG | 287,037 | $18.5M | 0.01% | −93,207−24.5% | Reduced |
| Thornburg Investment Management Inc | 284,405 | $18.4M | 0.24% | −29,778−9.5% | Reduced |
| Interval Partners, LP | 273,769 | $17.7M | 1.33% | −150,045−35.4% | Reduced |
| Paradigm Capital Management Inc | 273,650 | $17.7M | 0.95% | −28,862−9.5% | Reduced |
| Neuberger Berman Group LLC | 266,453 | $17.2M | 0.01% | −95,911−26.5% | Reduced |
| RBF Capital, LLC | 258,702 | $16.8M | 1.08% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 259,800 | $16.8M | 1.33% | −26,539−9.3% | Reduced |
| National Bank of Canada | 250,320 | $16.2M | 0.06% | +240,544+2,460.6% | Added |
| Adage Capital Partners GP, L.L.C. | 250,000 | $16.1M | 0.03% | +150,000+150.0% | Added |
| Lodge Hill Capital, LLC | 250,000 | $16.1M | 7.69% | +250,000 | New |
| Point72 Asset Management, L.P. | 245,887 | $15.9M | 0.07% | −27,693−10.1% | Reduced |
| Kennedy Capital Management, Inc. | 245,052 | $15.8M | 0.37% | −10,028−3.9% | Reduced |
| New York State Common Retirement Fund | 245,014 | $15.8M | 0.02% | +19,343+8.6% | Added |
| California State Teachers Retirement System | 244,910 | $15.8M | 0.02% | −25,491−9.4% | Reduced |
| Man Group plc | 235,572 | $15.2M | 0.05% | −14,769−5.9% | Reduced |
| Wells Fargo & Company | 234,948 | $15.2M | 0.00% | −4,641−1.9% | Reduced |
| New York State Teachers Retirement System | 226,483 | $14.6M | 0.03% | +906+0.4% | Added |
| Schroder Investment Management Group | 205,636 | $14.0M | 0.02% | +151,102+277.1% | Added |
| LPL Financial LLC | 213,574 | $13.8M | 0.01% | −108,879−33.8% | Reduced |
| Select Equity Group, L.P. | 212,617 | $13.7M | 0.04% | −816,945−79.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 205,893 | $13.3M | 0.76% | +4,555+2.3% | Added |
| Voya Investment Management LLC | 197,013 | $12.7M | 0.03% | −146,060−42.6% | Reduced |