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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, Q2 2022

Institutional positions in Builders FirstSource, Inc. as of Jun 30, 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
491
−10 vs. Q1 2022
Shares held
159.7M
−10.9M (−6.4%) vs. Q1 2022
Total value
$8.58B
−$2.44B (−22.2%) vs. Q1 2022
New holders
78
153 more added
Sold out
88
219 more reduced

8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 491 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 heldQ2 2022: $8.58B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2022.

Institutions holding BLDR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
State of Michigan Retirement System43,912$2.36M0.02%−4,700−9.7%Reduced
Ergoteles LLC45,683$2.45M0.07%+45,683New
Cobalt Capital Management, Inc.50,000$2.69M0.90%−55,000−52.4%Reduced
Aviva PLC50,249$2.70M0.01%+50,249New
Thrivent Financial for Lutherans51,179$2.75M0.01%+824+1.6%Added
Arizona State Retirement System51,897$2.79M0.03%+131+0.3%Added
Salem Investment Counselors Inc52,348$2.81M0.13%−5,659−9.8%Reduced
Navellier & Associates Inc52,889$2.84M0.61%−1,070−2.0%Reduced
Oregon Public Employees Retirement Fund53,282$2.86M0.04%−8,310−13.5%Reduced
Gyon Technologies Capital Management, LP54,003$2.90M0.81%+46,681+637.5%Added
Alta Fox Capital Management, LLC55,000$2.95M0.75%+55,000New
Louisiana State Employees Retirement System45,400$2.97M0.08%−4,800−9.6%Reduced
Paradiem, LLC57,120$3.07M1.16%+8,199+16.8%Added
Employees Retirement System of Texas58,737$3.15M0.05%00.0%Unchanged
Prelude Capital Management, LLC59,245$3.18M0.16%−21,137−26.3%Reduced
Janus Henderson Group PLC60,894$3.27M0.00%+845+1.4%Added
Ameritas Investment Partners, Inc.63,074$3.39M0.15%−5,129−7.5%Reduced
Clark Estates Inc63,200$3.39M0.59%+63,200New
Catalyst Capital Advisors LLC63,700$3.42M0.14%−4,250−6.3%Reduced
Tocqueville Asset Management L.P.65,843$3.54M0.06%+643+1.0%Added
Robeco Institutional Asset Management B.V.66,144$3.55M0.01%+48,024+265.0%Added
Hudson Value Partners, LLC67,670$3.63M2.31%+15,725+30.3%Added
ExodusPoint Capital Management, LP69,237$3.72M0.05%−314,661−82.0%Reduced
Telemus Capital, LLC69,413$3.73M0.36%−935−1.3%Reduced
Lombard Odier Asset Management (USA) Corp70,239$3.77M0.79%−7,486−9.6%Reduced
Beacon Harbor Wealth Advisors, Inc.70,680$3.80M1.34%+1,182+1.7%Added
Whittier Trust Co of Nevada Inc72,356$3.88M0.16%−1,459−2.0%Reduced
Schroder Investment Management Group74,896$3.94M0.01%−130,740−63.6%Reduced
Treasurer of the State of North Carolina74,916$4.02M0.03%+5,114+7.3%Added
Nordea Investment Management AB78,887$4.07M0.01%+18,533+30.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys76,304$4.10M0.04%−6,198−7.5%Reduced
Argent Capital Management LLC76,349$4.10M0.16%−21,470−21.9%Reduced
Beaconlight Capital, LLC77,703$4.17M2.22%−19,535−20.1%Reduced
Empowered Funds, LLC78,234$4.20M0.54%−5,559−6.6%Reduced
Divisadero Street Capital Management, LP80,000$4.30M3.40%+25,000+45.5%Added
Man Group plc–$4.32M0.02%––
Taika Capital, LP81,645$4.38M2.73%−12,000−12.8%Reduced
Platte River Wealth Advisors, LLC81,642$4.38M1.90%+2,483+3.1%Added
Citigroup Inc81,677$4.38M0.01%−4,896−5.7%Reduced
Zacks Investment Management81,954$4.40M0.07%−2,563−3.0%Reduced
Hennessy Advisors Inc83,300$4.47M0.27%+3,200+4.0%Added
Smith, Graham & Co., Investment Advisors, LP85,207$4.58M0.56%−2,266−2.6%Reduced
Public Employees Retirement System of Ohio85,604$4.60M0.02%−15,044−14.9%Reduced
Advisor Group Holdings, Inc.86,638$4.67M0.01%+20,960+31.9%Added
AXA S.A.88,466$4.75M0.02%−47,121−34.8%Reduced
Squarepoint Ops LLC94,836$5.09M0.05%−65,830−41.0%Reduced
Nicholas Company, Inc.95,104$5.11M0.11%−3,720−3.8%Reduced
Voya Investment Management LLC97,557$5.24M0.01%−99,456−50.5%Reduced
Yousif Capital Management, LLC98,228$5.28M0.07%−5,435−5.2%Reduced
Comerica Bank82,008$5.36M0.04%−10,916−11.7%Reduced
Crown Advisors Management, Inc.100,000$5.37M4.94%−50,000−33.3%Reduced
SEI Investments Co101,308$5.41M0.01%+67,993+204.1%Added
Stifel Financial Corp100,977$5.42M0.01%−27,394−21.3%Reduced
UBS Group AG107,494$5.77M0.00%+4,755+4.6%Added
BNP Paribas Arbitrage, SA107,761$5.79M0.01%−18,128−14.4%Reduced
Great West Life Assurance Co107,851$5.79M0.02%+2,615+2.5%Added
Eaton Vance Management108,837$5.84M0.01%+37,839+53.3%Added
Balyasny Asset Management LLC108,999$5.85M0.02%+108,999New
LPL Financial LLC109,132$5.86M0.01%−104,442−48.9%Reduced
Whittier Trust Co109,491$5.88M0.12%+1,642+1.5%Added
State of New Jersey Common Pension Fund D109,846$5.90M0.02%00.0%Unchanged
MetLife Investment Management112,333$6.03M0.05%−11,475−9.3%Reduced
Gotham Asset Management, LLC113,824$6.11M0.20%+10,268+9.9%Added
Brandywine Global Investment Management, LLC116,072$6.23M0.05%+116,072New
Texas Permanent School Fund124,870$6.71M0.11%−10,895−8.0%Reduced
State of Tennessee, Treasury Department125,560$6.74M0.03%+15,000+13.6%Added
Meeder Asset Management Inc126,830$6.81M0.40%+77,678+158.0%Added
Cubist Systematic Strategies, LLC129,828$6.97M0.05%−10,781−7.7%Reduced
Cambiar Investors LLC129,844$6.97M0.31%−20,864−13.8%Reduced
Winton Group Ltd135,293$7.26M0.39%+135,293New
Crestline Management, LP141,359$7.59M0.99%+34,656+32.5%Added
Amalgamated Bank144,234$7.75M0.07%+11,965+9.0%Added
Manufacturers Life Insurance Company, The144,800$7.78M0.01%−17,138−10.6%Reduced
Panagora Asset Management Inc145,048$7.79M0.05%+145,048New
Algert Global LLC147,431$7.92M0.60%+20,735+16.4%Added
Raymond James & Associates147,535$7.92M0.01%−9,918−6.3%Reduced
State Board of Administration of Florida Retirement System148,166$7.96M0.02%−8,969−5.7%Reduced
Kennedy Capital Management, Inc.150,758$8.10M0.23%−94,294−38.5%Reduced
Bridgeway Capital Management, LLC154,000$8.27M0.19%+124,500+422.0%Added
Glenmede Trust Co NA155,954$8.37M0.05%−13,609−8.0%Reduced
Susquehanna International Group, LLP155,936$8.37M0.02%+74,748+92.1%Added
Credit Suisse AG159,434$8.56M0.01%−18,378−10.3%Reduced
Envestnet Asset Management Inc168,453$9.05M0.01%+114,441+211.9%Added
Royal Bank of Canada168,615$9.05M0.00%−6,716−3.8%Reduced
Franklin Resources Inc169,705$9.11M0.00%−16,197−8.7%Reduced
GoodHaven Capital Management, LLC172,050$9.24M6.81%+150+0.1%Added
Ensign Peak Advisors, Inc178,985$9.61M0.02%+19,325+12.1%Added
Waterfront Capital Partners, LLC179,253$9.63M0.65%−4,631−2.5%Reduced
O'Shaughnessy Asset Management, LLC199,652$10.7M0.20%+174,052+679.9%Added
New York State Common Retirement Fund201,795$10.8M0.01%−43,219−17.6%Reduced
Fisher Asset Management, LLC203,052$10.9M0.01%+18,970+10.3%Added
Westwood Holdings Group Inc.204,621$11.0M0.12%+61,236+42.7%Added
Bridgewater Associates, LP205,192$11.0M0.05%+196,973+2,396.6%Added
Punch & Associates Investment Management, Inc.205,241$11.0M0.77%−652−0.3%Reduced
Allianz Asset Management GmbH217,842$11.7M0.01%+188,576+644.4%Added
Prudential Financial Inc222,935$11.7M0.02%+188,004+538.2%Added
Wells Fargo & Company225,518$12.1M0.00%−9,430−4.0%Reduced
New York State Teachers Retirement System235,983$12.7M0.03%+9,500+4.2%Added
California State Teachers Retirement System237,335$12.7M0.02%−7,575−3.1%Reduced
Lodge Hill Capital, LLC245,000$13.2M4.33%−5,000−2.0%Reduced