Skip to main content

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.

Institutional holdersQ1 2022: 509 institutions
Q1 2021: 380 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 494 institutionsQ1 2022: 509 institutionsQ2 2022: 491 institutionsQ3 2022: 490 institutionsQ4 2022: 518 institutionsQ1 2023: 544 institutionsQ2 2023: 662 institutionsQ3 2023: 675 institutionsQ4 2023: 745 institutionsQ1 2024: 859 institutionsQ2 2024: 776 institutionsQ3 2024: 832 institutionsQ4 2024: 819 institutionsQ1 2025: 786 institutionsQ2 2025: 776 institutionsQ3 2025: 778 institutionsQ4 2025: 768 institutionsQ1 2026: 726 institutionsQ2 2026: 671 institutions
Value heldQ1 2022: $11.1B
Q1 2021: $9.58BQ2 2021: $8.75BQ3 2021: $10.5BQ4 2021: $15.0BQ1 2022: $11.1BQ2 2022: $8.58BQ3 2022: $8.81BQ4 2022: $9.03BQ1 2023: $11.5BQ2 2023: $16.1BQ3 2023: $14.6BQ4 2023: $19.3BQ1 2024: $23.4BQ2 2024: $15.1BQ3 2024: $21.4BQ4 2024: $15.6BQ1 2025: $13.7BQ2 2025: $12.7BQ3 2025: $13.6BQ4 2025: $10.8BQ1 2026: $8.74BQ2 2026: $9.63B
Institutions holding BLDR and their total value by quarter
QuarterHoldersValue
Q2 2026671$9.63B
Q1 2026726$8.74B
Q4 2025768$10.8B
Q3 2025778$13.6B
Q2 2025776$12.7B
Q1 2025786$13.7B
Q4 2024819$15.6B
Q3 2024832$21.4B
Q2 2024776$15.1B
Q1 2024859$23.4B
Q4 2023745$19.3B
Q3 2023675$14.6B
Q2 2023662$16.1B
Q1 2023544$11.5B
Q4 2022518$9.03B
Q3 2022490$8.81B
Q2 2022491$8.58B
Q1 2022509$11.1B
Q4 2021494$15.0B
Q3 2021404$10.5B
Q2 2021403$8.75B
Q1 2021380$9.58B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q4 2021.

Institutions holding BLDR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Franklin Resources Inc185,902$12.0M0.00%+102,327+122.4%Added
Fisher Asset Management, LLC184,082$11.9M0.01%−5,564−2.9%Reduced
Waterfront Capital Partners, LLC183,884$11.9M0.75%−18,116−9.0%Reduced
Credit Suisse AG177,812$11.5M0.01%+8,792+5.2%Added
Royal Bank of Canada175,331$11.3M0.00%+4,535+2.7%Added
Assenagon Asset Management S.A.172,353$11.1M0.04%+2,712+1.6%Added
GoodHaven Capital Management, LLC171,900$11.1M6.64%00.0%Unchanged
Glenmede Trust Co NA169,563$10.9M0.05%+169,563New
Great Lakes Advisors, LLC162,912$10.5M0.17%−155,299−48.8%Reduced
Manufacturers Life Insurance Company, The161,938$10.5M0.01%−54,551−25.2%Reduced
Squarepoint Ops LLC160,666$10.4M0.08%+160,666New
Ensign Peak Advisors, Inc159,660$10.3M0.02%−8,450−5.0%Reduced
Raymond James & Associates157,453$10.2M0.01%−25,909−14.1%Reduced
State Board of Administration of Florida Retirement System157,135$10.1M0.02%−3,899−2.4%Reduced
Jane Street Group, LLC156,279$10.1M0.02%+106,911+216.6%Added
Cambiar Investors LLC150,708$9.73M0.37%−1,865−1.2%Reduced
Crown Advisors Management, Inc.150,000$9.68M6.82%00.0%Unchanged
Thompson Siegel & Walmsley LLC147,620$9.53M0.14%+147,620New
Russell Investments Group, Ltd.145,539$9.39M0.02%−43,618−23.1%Reduced
LSV Asset Management143,900$9.29M0.02%+6,700+4.9%Added
Westwood Holdings Group Inc.143,385$9.26M0.09%−5,431−3.6%Reduced
Cubist Systematic Strategies, LLC140,609$9.07M0.08%+43,166+44.3%Added
Texas Permanent School Fund135,765$8.76M0.12%−2,906−2.1%Reduced
AXA S.A.135,587$8.75M0.02%+1,500+1.1%Added
Amalgamated Bank132,269$8.54M0.07%−5,069−3.7%Reduced
Amalgamated Financial Corp.132,269$8.54M0.07%+132,269New
Overbrook Management Corp131,526$8.49M1.88%−1,552−1.2%Reduced
Bank of Montreal123,402$8.40M0.00%+86,051+230.4%Added
Boston Partners128,472$8.29M0.01%−45,693−26.2%Reduced
Stifel Financial Corp128,371$8.29M0.01%+31,194+32.1%Added
Algert Global LLC126,696$8.18M0.54%+89,196+237.9%Added
BNP Paribas Arbitrage, SA125,889$8.12M0.02%−227,349−64.4%Reduced
MetLife Investment Management123,808$7.99M0.05%+31,004+33.4%Added
State of Wisconsin Investment Board118,938$7.68M0.02%+95,836+414.8%Added
State of Tennessee, Treasury Department110,560$7.14M0.03%+10,000+9.9%Added
State of New Jersey Common Pension Fund D109,846$7.09M0.02%−2,974−2.6%Reduced
Great West Life Assurance Co105,236$6.99M0.01%+7,745+7.9%Added
Whittier Trust Co107,849$6.96M0.12%+107,580+39,992.6%Added
HRT Financial LP107,467$6.93M0.05%−186,474−63.4%Reduced
Crestline Management, LP106,703$6.89M0.87%−3,364−3.1%Reduced
Cobalt Capital Management, Inc.105,000$6.78M2.05%+105,000New
AMJ Financial Wealth Management104,352$6.74M2.70%−33,859−24.5%Reduced
Yousif Capital Management, LLC103,663$6.69M0.07%−591−0.6%Reduced
Gotham Asset Management, LLC103,556$6.68M0.21%+77,683+300.2%Added
UBS Group AG102,739$6.63M0.00%−159,993−60.9%Reduced
Public Employees Retirement System of Ohio100,648$6.50M0.02%−8,960−8.2%Reduced
Shellback Capital, LP100,000$6.45M0.85%−240,000−70.6%Reduced
Millennium Management LLC98,886$6.38M0.01%−405,189−80.4%Reduced
Nicholas Company, Inc.98,824$6.38M0.11%−56,610−36.4%Reduced
Argent Capital Management LLC97,819$6.31M0.20%+1,074+1.1%Added
Beaconlight Capital, LLC97,238$6.28M3.09%−83,473−46.2%Reduced
Taika Capital, LP93,645$6.04M3.04%+41,720+80.3%Added
Comerica Bank92,924$6.04M0.04%−3,184−3.3%Reduced
Smith, Graham & Co., Investment Advisors, LP87,473$5.65M0.59%+2,938+3.5%Added
Oppenheimer & Co Inc87,227$5.63M0.10%−3,331−3.7%Reduced
Citigroup Inc86,573$5.59M0.01%−2,663−3.0%Reduced
Zacks Investment Management84,517$5.45M0.08%+12,951+18.1%Added
Empowered Funds, LLC83,793$5.41M0.59%+21,995+35.6%Added
LMR Partners LLP82,916$5.35M0.08%+5,929+7.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys82,502$5.33M0.05%+10,468+14.5%Added
Penserra Capital Management LLC81,788$5.28M0.13%−26,736−24.6%Reduced
Susquehanna International Group, LLP81,188$5.24M0.01%−8,435−9.4%Reduced
Prelude Capital Management, LLC80,382$5.19M0.24%+12,869+19.1%Added
Teachers Retirement System of the State of Kentucky80,160$5.17M0.05%−12,927−13.9%Reduced
Hennessy Advisors Inc80,100$5.17M0.27%+80,100New
Platte River Wealth Advisors, LLC79,159$5.11M1.86%+1,660+2.1%Added
Lombard Odier Asset Management (USA) Corp77,725$5.02M0.88%00.0%Unchanged
Twin Tree Management, LP74,240$4.79M0.09%−127,468−63.2%Reduced
Whittier Trust Co of Nevada Inc73,815$4.76M0.17%+66,313+883.9%Added
Eaton Vance Management70,998$4.58M0.01%+315+0.4%Added
Telemus Capital, LLC70,348$4.54M0.40%−231−0.3%Reduced
Treasurer of the State of North Carolina69,802$4.50M0.02%+1,113+1.6%Added
Beacon Harbor Wealth Advisors, Inc.69,498$4.49M1.46%+69,498New
SG Americas Securities, LLC68,361$4.41M0.04%+7,771+12.8%Added
Ameritas Investment Partners, Inc.68,203$4.40M0.16%00.0%Unchanged
Catalyst Capital Advisors LLC67,950$4.38M0.19%−4,800−6.6%Reduced
King Luther Capital Management Corp67,595$4.36M0.02%−42,395−38.5%Reduced
Tocqueville Asset Management L.P.65,200$4.21M0.06%00.0%Unchanged
Advisor Group Holdings, Inc.65,678$4.09M0.01%+1,665+2.6%Added
Nordea Investment Management AB60,354$4.07M0.01%+45,556+307.9%Added
Oregon Public Employees Retirement Fund61,592$3.98M0.04%−1,842−2.9%Reduced
Janus Henderson Group PLC60,049$3.88M0.00%−9,614−13.8%Reduced
Employees Retirement System of Texas58,737$3.79M0.05%00.0%Unchanged
Salem Investment Counselors Inc58,007$3.74M0.15%+12,072+26.3%Added
Divisadero Street Capital Management, LP55,000$3.55M2.99%+3,404+6.6%Added
Envestnet Asset Management Inc54,012$3.49M0.00%+2,411+4.7%Added
Navellier & Associates Inc53,959$3.48M0.59%+42,702+379.3%Added
Altus Wealth Group LLC53,772$3.47M2.84%+19,832+58.4%Added
Hudson Value Partners, LLC51,945$3.35M1.73%−16,540−24.2%Reduced
Arizona State Retirement System51,766$3.34M0.03%−1,215−2.3%Reduced
Jump Financial, LLC51,323$3.31M0.14%+51,323New
Trexquant Investment LP51,033$3.29M0.15%+51,033New
Louisiana State Employees Retirement System50,200$3.26M0.08%+1,000+2.0%Added
Occudo Quantitative Strategies LP50,511$3.26M0.27%+17,290+52.0%Added
Thrivent Financial for Lutherans50,355$3.25M0.01%−380−0.7%Reduced
Nomura Asset Management Co Ltd49,634$3.20M0.02%+48,494+4,253.9%Added
Rafferty Asset Management, LLC49,297$3.18M0.02%−13,372−21.3%Reduced
Meeder Asset Management Inc49,152$3.17M0.15%+49,152New
Moore Capital Management, LP49,093$3.17M0.10%−27,807−36.2%Reduced
State of Michigan Retirement System48,612$3.14M0.02%+112+0.2%Added