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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 169,563 | $10.9M | 0.05% | +169,563 | New |
| GoodHaven Capital Management, LLC | 171,900 | $11.1M | 6.64% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 172,353 | $11.1M | 0.04% | +2,712+1.6% | Added |
| Royal Bank of Canada | 175,331 | $11.3M | 0.00% | +4,535+2.7% | Added |
| Credit Suisse AG | 177,812 | $11.5M | 0.01% | +8,792+5.2% | Added |
| Waterfront Capital Partners, LLC | 183,884 | $11.9M | 0.75% | −18,116−9.0% | Reduced |
| Fisher Asset Management, LLC | 184,082 | $11.9M | 0.01% | −5,564−2.9% | Reduced |
| Franklin Resources Inc | 185,902 | $12.0M | 0.00% | +102,327+122.4% | Added |
| Voya Investment Management LLC | 197,013 | $12.7M | 0.03% | −146,060−42.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 205,893 | $13.3M | 0.76% | +4,555+2.3% | Added |
| Select Equity Group, L.P. | 212,617 | $13.7M | 0.04% | −816,945−79.3% | Reduced |
| LPL Financial LLC | 213,574 | $13.8M | 0.01% | −108,879−33.8% | Reduced |
| Schroder Investment Management Group | 205,636 | $14.0M | 0.02% | +151,102+277.1% | Added |
| New York State Teachers Retirement System | 226,483 | $14.6M | 0.03% | +906+0.4% | Added |
| Wells Fargo & Company | 234,948 | $15.2M | 0.00% | −4,641−1.9% | Reduced |
| Man Group plc | 235,572 | $15.2M | 0.05% | −14,769−5.9% | Reduced |
| California State Teachers Retirement System | 244,910 | $15.8M | 0.02% | −25,491−9.4% | Reduced |
| New York State Common Retirement Fund | 245,014 | $15.8M | 0.02% | +19,343+8.6% | Added |
| Kennedy Capital Management, Inc. | 245,052 | $15.8M | 0.37% | −10,028−3.9% | Reduced |
| Point72 Asset Management, L.P. | 245,887 | $15.9M | 0.07% | −27,693−10.1% | Reduced |
| 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 |
| National Bank of Canada | 250,320 | $16.2M | 0.06% | +240,544+2,460.6% | Added |
| Hodges Capital Management Inc. | 259,800 | $16.8M | 1.33% | −26,539−9.3% | Reduced |
| RBF Capital, LLC | 258,702 | $16.8M | 1.08% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 266,453 | $17.2M | 0.01% | −95,911−26.5% | Reduced |
| Paradigm Capital Management Inc | 273,650 | $17.7M | 0.95% | −28,862−9.5% | Reduced |
| Interval Partners, LP | 273,769 | $17.7M | 1.33% | −150,045−35.4% | Reduced |
| Thornburg Investment Management Inc | 284,405 | $18.4M | 0.24% | −29,778−9.5% | Reduced |
| Deutsche Bank AG | 287,037 | $18.5M | 0.01% | −93,207−24.5% | Reduced |
| JB Capital Partners LP | 292,265 | $18.9M | 4.22% | 00.0% | Unchanged |
| Hill City Capital, LP | 300,000 | $19.4M | 3.69% | +20,000+7.1% | Added |
| American Century Companies Inc | 302,695 | $19.5M | 0.01% | +12,855+4.4% | Added |
| UBS Asset Management Americas Inc | 307,702 | $19.9M | 0.01% | +20,913+7.3% | Added |
| One Fin Capital Management LP | 310,003 | $20.0M | 8.28% | 00.0% | Unchanged |
| American International Group, Inc. | 324,389 | $20.9M | 0.11% | +559+0.2% | Added |
| Mutual of America Capital Management LLC | 337,058 | $21.8M | 0.23% | +3,985+1.2% | Added |
| Ameriprise Financial Inc | 349,214 | $22.5M | 0.01% | −12,365−3.4% | Reduced |
| Barclays PLC | 350,313 | $22.6M | 0.02% | +189,379+117.7% | Added |
| Kornitzer Capital Management Inc | 369,273 | $23.8M | 0.39% | −50,564−12.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 369,331 | $23.8M | 0.27% | +88,399+31.5% | Added |
| Cookson Peirce & Co Inc | 376,256 | $24.3M | 1.42% | +18,074+5.0% | Added |
| ExodusPoint Capital Management, LP | 383,898 | $24.8M | 0.36% | +164,782+75.2% | Added |
| Alliancebernstein L.P. | 387,388 | $25.0M | 0.01% | +22,902+6.3% | Added |
| California Public Employees Retirement System | 389,759 | $25.2M | 0.02% | −18,439−4.5% | Reduced |
| Parametric Portfolio Associates LLC | 401,169 | $25.9M | 0.01% | +15,133+3.9% | Added |
| Pacer Advisors, Inc. | 404,503 | $26.1M | 0.21% | +378,968+1,484.1% | Added |
| Retirement Systems of Alabama | 443,405 | $28.6M | 0.10% | −24,463−5.2% | Reduced |
| Legal & General Group Plc | 444,176 | $28.7M | 0.01% | −9,231−2.0% | Reduced |
| Qube Research & Technologies Ltd | 445,071 | $28.7M | 0.26% | +445,071 | New |
| Soapstone Management L.P. | 450,000 | $29.0M | 13.28% | 00.0% | Unchanged |
| Swiss National Bank | 452,787 | $29.2M | 0.02% | +19,700+4.5% | Added |
| Stadium Capital Management LLC | 457,972 | $29.6M | 14.00% | +55,000+13.6% | Added |
| Royce & Associates LP | 459,781 | $29.7M | 0.25% | +119,547+35.1% | Added |
| Voloridge Investment Management, LLC | 461,819 | $29.8M | 0.17% | −227,463−33.0% | Reduced |
| Rhumbline Advisers | 482,498 | $31.1M | 0.04% | −13,061−2.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 531,146 | $34.3M | 0.17% | +203,892+62.3% | Added |
| ACK Asset Management LLC | 550,559 | $35.5M | 7.71% | 00.0% | Unchanged |
| First Trust Advisors LP | 581,508 | $37.5M | 0.04% | −165,092−22.1% | Reduced |
| Woodson Capital Management, LP | 600,000 | $38.7M | 5.68% | −69,000−10.3% | Reduced |
| Bank of America Corp | 660,548 | $42.6M | 0.00% | +7,513+1.2% | Added |
| Victory Capital Management Inc | 688,492 | $43.8M | 0.04% | −441,956−39.1% | Reduced |
| Hyperion Capital Advisors LP | 700,000 | $45.2M | 17.11% | 00.0% | Unchanged |
| Pictet Asset Management SA | 711,357 | $45.9M | 0.05% | −101,612−12.5% | Reduced |
| Renaissance Technologies LLC | 745,641 | $48.1M | 0.06% | +319,408+74.9% | Added |
| Capital World Investors | 760,228 | $49.1M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 764,050 | $49.3M | 0.01% | −117,259−13.3% | Reduced |
| Davenport & Co LLC | 776,741 | $50.1M | 0.35% | −98,000−11.2% | Reduced |
| Natixis | 859,221 | $55.5M | 0.19% | +849,287+8,549.3% | Added |
| Makena Capital Management LLC | 978,528 | $63.2M | 7.66% | −142,243−12.7% | Reduced |
| Principal Financial Group Inc | 982,655 | $63.4M | 0.04% | +12,393+1.3% | Added |
| Evercore Wealth Management, LLC | 1,032,253 | $66.6M | 1.18% | +80,441+8.5% | Added |
| Price T Rowe Associates Inc | 1,039,033 | $67.1M | 0.01% | −97,412−8.6% | Reduced |
| AQR Capital Management LLC | 1,042,325 | $67.3M | 0.13% | +643,976+161.7% | Added |
| Nuveen Asset Management, LLC | 890,436 | $68.0M | 0.02% | −28,774−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,059,308 | $68.4M | 0.14% | −167,573−13.7% | Reduced |
| Morgan Stanley | 1,126,047 | $72.7M | 0.01% | +117,902+11.7% | Added |
| Citadel Advisors LLC | 1,143,826 | $73.8M | 0.08% | +492,690+75.7% | Added |
| Marshall Wace, LLP | 1,246,826 | $80.5M | 0.17% | +857,196+220.0% | Added |
| Luxor Capital Group, LP | 1,337,545 | $86.3M | 4.96% | −269,018−16.7% | Reduced |
| Assetmark, Inc | 1,362,516 | $87.9M | 0.37% | +1,359,441+44,209.5% | Added |
| Goldman Sachs Group Inc | 1,405,938 | $90.7M | 0.02% | +404,233+40.4% | Added |
| Northern Trust Corp | 1,438,482 | $92.8M | 0.02% | −33,019−2.2% | Reduced |
| Goldentree Asset Management LP | 1,478,753 | $95.4M | 5.00% | +758,317+105.3% | Added |
| HG Vora Capital Management, LLC | 1,500,000 | $96.8M | 2.92% | +1,500,000 | New |
| Charles Schwab Investment Management Inc | 1,516,352 | $97.9M | 0.03% | −252,814−14.3% | Reduced |
| Atalan Capital Partners, LP | 1,600,000 | $103.3M | 7.62% | −330,000−17.1% | Reduced |
| Bank of New York Mellon Corp | 1,734,566 | $111.9M | 0.02% | −50,112−2.8% | Reduced |
| Invesco Ltd. | 1,789,024 | $115.5M | 0.03% | −299,383−14.3% | Reduced |
| Robotti Robert | 1,794,024 | $115.8M | 23.43% | −59,340−3.2% | Reduced |
| Frontier Capital Management Co LLC | 1,797,846 | $116.0M | 1.05% | −448,079−20.0% | Reduced |
| Norges Bank | 1,863,062 | $120.2M | 0.03% | −107,229−5.4% | Reduced |
| Anomaly Capital Management, LP | 1,959,981 | $126.5M | 5.89% | +79,432+4.2% | Added |
| Samlyn Capital, LLC | 2,163,844 | $139.7M | 2.11% | −696,807−24.4% | Reduced |
| Dendur Capital LP | 2,290,675 | $147.8M | 26.23% | −79,000−3.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,488,682 | $160.6M | 0.95% | −467,546−15.8% | Reduced |
| Conifer Management, L.L.C. | 2,500,000 | $161.3M | 18.49% | −500,000−16.7% | Reduced |
| Geode Capital Management, LLC | 2,644,005 | $170.7M | 0.02% | +132,863+5.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,845,620 | $183.7M | 0.23% | +622,098+28.0% | Added |
| Massachusetts Financial Services Co | 3,535,609 | $228.2M | 0.07% | +133,719+3.9% | Added |