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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 199,652 | $10.7M | 0.20% | +174,052+679.9% | Added |
| Waterfront Capital Partners, LLC | 179,253 | $9.63M | 0.65% | −4,631−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 178,985 | $9.61M | 0.02% | +19,325+12.1% | Added |
| GoodHaven Capital Management, LLC | 172,050 | $9.24M | 6.81% | +150+0.1% | Added |
| Franklin Resources Inc | 169,705 | $9.11M | 0.00% | −16,197−8.7% | Reduced |
| Royal Bank of Canada | 168,615 | $9.05M | 0.00% | −6,716−3.8% | Reduced |
| Envestnet Asset Management Inc | 168,453 | $9.05M | 0.01% | +114,441+211.9% | Added |
| Credit Suisse AG | 159,434 | $8.56M | 0.01% | −18,378−10.3% | Reduced |
| Glenmede Trust Co NA | 155,954 | $8.37M | 0.05% | −13,609−8.0% | Reduced |
| Susquehanna International Group, LLP | 155,936 | $8.37M | 0.02% | +74,748+92.1% | Added |
| Bridgeway Capital Management, LLC | 154,000 | $8.27M | 0.19% | +124,500+422.0% | Added |
| Kennedy Capital Management, Inc. | 150,758 | $8.10M | 0.23% | −94,294−38.5% | Reduced |
| State Board of Administration of Florida Retirement System | 148,166 | $7.96M | 0.02% | −8,969−5.7% | Reduced |
| Raymond James & Associates | 147,535 | $7.92M | 0.01% | −9,918−6.3% | Reduced |
| Algert Global LLC | 147,431 | $7.92M | 0.60% | +20,735+16.4% | Added |
| Panagora Asset Management Inc | 145,048 | $7.79M | 0.05% | +145,048 | New |
| Manufacturers Life Insurance Company, The | 144,800 | $7.78M | 0.01% | −17,138−10.6% | Reduced |
| Amalgamated Bank | 144,234 | $7.75M | 0.07% | +11,965+9.0% | Added |
| Crestline Management, LP | 141,359 | $7.59M | 0.99% | +34,656+32.5% | Added |
| Winton Group Ltd | 135,293 | $7.26M | 0.39% | +135,293 | New |
| Cambiar Investors LLC | 129,844 | $6.97M | 0.31% | −20,864−13.8% | Reduced |
| Cubist Systematic Strategies, LLC | 129,828 | $6.97M | 0.05% | −10,781−7.7% | Reduced |
| Meeder Asset Management Inc | 126,830 | $6.81M | 0.40% | +77,678+158.0% | Added |
| State of Tennessee, Treasury Department | 125,560 | $6.74M | 0.03% | +15,000+13.6% | Added |
| Texas Permanent School Fund | 124,870 | $6.71M | 0.11% | −10,895−8.0% | Reduced |
| Brandywine Global Investment Management, LLC | 116,072 | $6.23M | 0.05% | +116,072 | New |
| Gotham Asset Management, LLC | 113,824 | $6.11M | 0.20% | +10,268+9.9% | Added |
| MetLife Investment Management | 112,333 | $6.03M | 0.05% | −11,475−9.3% | Reduced |
| State of New Jersey Common Pension Fund D | 109,846 | $5.90M | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 109,491 | $5.88M | 0.12% | +1,642+1.5% | Added |
| LPL Financial LLC | 109,132 | $5.86M | 0.01% | −104,442−48.9% | Reduced |
| Balyasny Asset Management LLC | 108,999 | $5.85M | 0.02% | +108,999 | New |
| Eaton Vance Management | 108,837 | $5.84M | 0.01% | +37,839+53.3% | Added |
| Great West Life Assurance Co | 107,851 | $5.79M | 0.02% | +2,615+2.5% | Added |
| BNP Paribas Arbitrage, SA | 107,761 | $5.79M | 0.01% | −18,128−14.4% | Reduced |
| UBS Group AG | 107,494 | $5.77M | 0.00% | +4,755+4.6% | Added |
| Stifel Financial Corp | 100,977 | $5.42M | 0.01% | −27,394−21.3% | Reduced |
| SEI Investments Co | 101,308 | $5.41M | 0.01% | +67,993+204.1% | Added |
| Crown Advisors Management, Inc. | 100,000 | $5.37M | 4.94% | −50,000−33.3% | Reduced |
| Comerica Bank | 82,008 | $5.36M | 0.04% | −10,916−11.7% | Reduced |
| Yousif Capital Management, LLC | 98,228 | $5.28M | 0.07% | −5,435−5.2% | Reduced |
| Voya Investment Management LLC | 97,557 | $5.24M | 0.01% | −99,456−50.5% | Reduced |
| Nicholas Company, Inc. | 95,104 | $5.11M | 0.11% | −3,720−3.8% | Reduced |
| Squarepoint Ops LLC | 94,836 | $5.09M | 0.05% | −65,830−41.0% | Reduced |
| AXA S.A. | 88,466 | $4.75M | 0.02% | −47,121−34.8% | Reduced |
| Advisor Group Holdings, Inc. | 86,638 | $4.67M | 0.01% | +20,960+31.9% | Added |
| Public Employees Retirement System of Ohio | 85,604 | $4.60M | 0.02% | −15,044−14.9% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 85,207 | $4.58M | 0.56% | −2,266−2.6% | Reduced |
| Hennessy Advisors Inc | 83,300 | $4.47M | 0.27% | +3,200+4.0% | Added |
| Zacks Investment Management | 81,954 | $4.40M | 0.07% | −2,563−3.0% | Reduced |
| Citigroup Inc | 81,677 | $4.38M | 0.01% | −4,896−5.7% | Reduced |
| Taika Capital, LP | 81,645 | $4.38M | 2.73% | −12,000−12.8% | Reduced |
| Platte River Wealth Advisors, LLC | 81,642 | $4.38M | 1.90% | +2,483+3.1% | Added |
| Man Group plc | – | $4.32M | 0.02% | – | – |
| Divisadero Street Capital Management, LP | 80,000 | $4.30M | 3.40% | +25,000+45.5% | Added |
| Empowered Funds, LLC | 78,234 | $4.20M | 0.54% | −5,559−6.6% | Reduced |
| Beaconlight Capital, LLC | 77,703 | $4.17M | 2.22% | −19,535−20.1% | Reduced |
| Argent Capital Management LLC | 76,349 | $4.10M | 0.16% | −21,470−21.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 76,304 | $4.10M | 0.04% | −6,198−7.5% | Reduced |
| Nordea Investment Management AB | 78,887 | $4.07M | 0.01% | +18,533+30.7% | Added |
| Treasurer of the State of North Carolina | 74,916 | $4.02M | 0.03% | +5,114+7.3% | Added |
| Schroder Investment Management Group | 74,896 | $3.94M | 0.01% | −130,740−63.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 72,356 | $3.88M | 0.16% | −1,459−2.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 70,680 | $3.80M | 1.34% | +1,182+1.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 70,239 | $3.77M | 0.79% | −7,486−9.6% | Reduced |
| Telemus Capital, LLC | 69,413 | $3.73M | 0.36% | −935−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 69,237 | $3.72M | 0.05% | −314,661−82.0% | Reduced |
| Hudson Value Partners, LLC | 67,670 | $3.63M | 2.31% | +15,725+30.3% | Added |
| Robeco Institutional Asset Management B.V. | 66,144 | $3.55M | 0.01% | +48,024+265.0% | Added |
| Tocqueville Asset Management L.P. | 65,843 | $3.54M | 0.06% | +643+1.0% | Added |
| Catalyst Capital Advisors LLC | 63,700 | $3.42M | 0.14% | −4,250−6.3% | Reduced |
| Clark Estates Inc | 63,200 | $3.39M | 0.59% | +63,200 | New |
| Ameritas Investment Partners, Inc. | 63,074 | $3.39M | 0.15% | −5,129−7.5% | Reduced |
| Janus Henderson Group PLC | 60,894 | $3.27M | 0.00% | +845+1.4% | Added |
| Prelude Capital Management, LLC | 59,245 | $3.18M | 0.16% | −21,137−26.3% | Reduced |
| Employees Retirement System of Texas | 58,737 | $3.15M | 0.05% | 00.0% | Unchanged |
| Paradiem, LLC | 57,120 | $3.07M | 1.16% | +8,199+16.8% | Added |
| Louisiana State Employees Retirement System | 45,400 | $2.97M | 0.08% | −4,800−9.6% | Reduced |
| Alta Fox Capital Management, LLC | 55,000 | $2.95M | 0.75% | +55,000 | New |
| Gyon Technologies Capital Management, LP | 54,003 | $2.90M | 0.81% | +46,681+637.5% | Added |
| Oregon Public Employees Retirement Fund | 53,282 | $2.86M | 0.04% | −8,310−13.5% | Reduced |
| Navellier & Associates Inc | 52,889 | $2.84M | 0.61% | −1,070−2.0% | Reduced |
| Salem Investment Counselors Inc | 52,348 | $2.81M | 0.13% | −5,659−9.8% | Reduced |
| Arizona State Retirement System | 51,897 | $2.79M | 0.03% | +131+0.3% | Added |
| Thrivent Financial for Lutherans | 51,179 | $2.75M | 0.01% | +824+1.6% | Added |
| Aviva PLC | 50,249 | $2.70M | 0.01% | +50,249 | New |
| Cobalt Capital Management, Inc. | 50,000 | $2.69M | 0.90% | −55,000−52.4% | Reduced |
| Ergoteles LLC | 45,683 | $2.45M | 0.07% | +45,683 | New |
| State of Michigan Retirement System | 43,912 | $2.36M | 0.02% | −4,700−9.7% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 43,712 | $2.35M | 0.03% | −4,526−9.4% | Reduced |
| DFPG Investments, LLC | 36,350 | $2.32M | 1.01% | +36,350 | New |
| SG Americas Securities, LLC | 42,883 | $2.30M | 0.03% | −25,478−37.3% | Reduced |
| Wakefield Asset Management LLLP | 42,869 | $2.30M | 0.99% | +42,869 | New |
| Robeco Schweiz AG | 42,685 | $2.29M | 0.04% | +42,685 | New |
| DekaBank Deutsche Girozentrale | 43,915 | $2.29M | 0.01% | +7,002+19.0% | Added |
| Kingfisher Capital LLC | 42,490 | $2.28M | 0.65% | +13,107+44.6% | Added |
| Russell Investments Group, Ltd. | 40,732 | $2.19M | 0.00% | −104,807−72.0% | Reduced |
| Aigen Investment Management, LP | 40,355 | $2.17M | 0.36% | +24,550+155.3% | Added |
| Federated Hermes, Inc. | 39,984 | $2.15M | 0.01% | −2,122−5.0% | Reduced |
| Truist Financial Corp | 39,922 | $2.15M | 0.00% | +15,068+60.6% | Added |