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, Q3 2022
Institutional positions in Builders FirstSource, Inc. as of Sep 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
- 490
- +7 vs. Q2 2022
- Shares held
- 149.5M
- −10.1M (−6.3%) vs. Q2 2022
- Total value
- $8.81B
- +$235.9M (+2.8%) vs. Q2 2022
- New holders
- 70
- 146 more added
- Sold out
- 63
- 223 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,114,679 | $890.6M | 0.03% | −1,253,051−7.7% | Reduced |
| Wellington Management Group LLP | 14,693,177 | $865.7M | 0.18% | +5,053,249+52.4% | Added |
| BlackRock Inc. | 14,624,648 | $861.7M | 0.03% | −1,046,915−6.7% | Reduced |
| FMR LLC | 12,555,381 | $739.8M | 0.08% | +472,713+3.9% | Added |
| Coliseum Capital Management, LLC | 5,769,603 | $339.9M | 27.69% | −693,247−10.7% | Reduced |
| William Blair Investment Management, LLC | 5,048,214 | $297.4M | 1.18% | −252,893−4.8% | Reduced |
| State Street Corp | 4,992,310 | $294.1M | 0.02% | −262,926−5.0% | Reduced |
| Dimensional Fund Advisors LP | 4,563,913 | $268.9M | 0.10% | +64,900+1.4% | Added |
| Conifer Management, L.L.C. | 2,500,000 | $147.3M | 20.95% | 00.0% | Unchanged |
| Dendur Capital LP | 2,220,675 | $130.8M | 27.72% | −29,000−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,188,057 | $128.9M | 0.23% | −737,416−25.2% | Reduced |
| Geode Capital Management, LLC | 2,175,164 | $128.7M | 0.02% | −205,104−8.6% | Reduced |
| Frontier Capital Management Co LLC | 2,176,584 | $128.2M | 1.50% | +256,436+13.4% | Added |
| AQR Capital Management LLC | 1,937,675 | $114.1M | 0.28% | −154,546−7.4% | Reduced |
| Assetmark, Inc | 1,845,728 | $108.8M | 0.51% | +468,391+34.0% | Added |
| Robotti Robert | 1,727,001 | $101.8M | 24.18% | −58,753−3.3% | Reduced |
| Norges Bank | 1,673,940 | $98.6M | 0.03% | −130,867−7.3% | Reduced |
| Samlyn Capital, LLC | 1,497,860 | $88.3M | 1.68% | −535,167−26.3% | Reduced |
| Bank of New York Mellon Corp | 1,417,644 | $83.5M | 0.02% | −151,656−9.7% | Reduced |
| Pacer Advisors, Inc. | 1,390,114 | $81.9M | 0.57% | +385,796+38.4% | Added |
| Massachusetts Financial Services Co | 1,244,027 | $73.3M | 0.03% | +103,529+9.1% | Added |
| Northern Trust Corp | 1,168,168 | $68.8M | 0.02% | −117,092−9.1% | Reduced |
| Alliancebernstein L.P. | 1,095,968 | $64.6M | 0.03% | +107,637+10.9% | Added |
| Evercore Wealth Management, LLC | 1,061,260 | $62.5M | 1.41% | +9,904+0.9% | Added |
| Morgan Stanley | 1,036,783 | $61.1M | 0.01% | −1,422,407−57.8% | Reduced |
| Invesco Ltd. | 964,648 | $56.8M | 0.02% | −291,080−23.2% | Reduced |
| Price T Rowe Associates Inc | 957,646 | $56.4M | 0.01% | −70,988−6.9% | Reduced |
| Makena Capital Management LLC | 935,470 | $55.1M | 9.19% | −59,775−6.0% | Reduced |
| Goldentree Asset Management LP | 917,736 | $54.1M | 3.87% | −296,915−24.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 900,520 | $53.1M | 0.38% | −678,878−43.0% | Reduced |
| Charles Schwab Investment Management Inc | 874,699 | $51.5M | 0.02% | −483,899−35.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 809,592 | $47.7M | 0.13% | −118,830−12.8% | Reduced |
| Principal Financial Group Inc | 798,098 | $47.0M | 0.04% | −189,888−19.2% | Reduced |
| Goldman Sachs Group Inc | 792,308 | $46.7M | 0.01% | −271,846−25.5% | Reduced |
| Natixis | 769,250 | $45.9M | 0.22% | −572,600−42.7% | Reduced |
| Renaissance Technologies LLC | 771,241 | $45.4M | 0.06% | +74,600+10.7% | Added |
| Capital World Investors | 760,228 | $44.8M | 0.01% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 700,000 | $41.2M | 20.33% | 00.0% | Unchanged |
| Bank of America Corp | 698,944 | $41.2M | 0.01% | +108,319+18.3% | Added |
| Davenport & Co LLC | 687,826 | $40.3M | 0.35% | −81,776−10.6% | Reduced |
| Nuveen Asset Management, LLC | 677,453 | $39.9M | 0.02% | −39,113−5.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 637,470 | $37.6M | 0.65% | −58,715−8.4% | Reduced |
| Anomaly Capital Management, LP | 586,270 | $34.5M | 1.86% | −337,163−36.5% | Reduced |
| Barclays PLC | 548,883 | $32.3M | 0.04% | −564,565−50.7% | Reduced |
| Pictet Asset Management SA | 541,516 | $31.9M | 0.05% | +126,511+30.5% | Added |
| Woodson Capital Management, LP | 530,000 | $31.2M | 5.35% | −184,000−25.8% | Reduced |
| JPMorgan Chase & Co | 516,707 | $30.4M | 0.00% | +7,262+1.4% | Added |
| Legal & General Group Plc | 507,215 | $29.9M | 0.01% | +121,562+31.5% | Added |
| O'Shaughnessy Asset Management, LLC | 459,645 | $27.1M | 0.51% | +259,993+130.2% | Added |
| Rhumbline Advisers | 458,100 | $27.0M | 0.04% | −34,579−7.0% | Reduced |
| First Trust Advisors LP | 444,370 | $26.2M | 0.03% | +453+0.1% | Added |
| Stadium Capital Management LLC | 432,740 | $25.5M | 15.14% | −260,371−37.6% | Reduced |
| BNP Paribas Arbitrage, SA | 425,060 | $25.0M | 0.06% | +317,299+294.4% | Added |
| Swiss National Bank | 409,687 | $24.1M | 0.02% | −41,400−9.2% | Reduced |
| Cookson Peirce & Co Inc | 403,864 | $23.8M | 1.68% | +5,629+1.4% | Added |
| Soapstone Management L.P. | 400,000 | $23.6M | 9.48% | −57,500−12.6% | Reduced |
| Jane Street Group, LLC | 397,848 | $23.4M | 0.04% | +106,704+36.6% | Added |
| Retirement Systems of Alabama | 396,466 | $23.4M | 0.11% | −23,256−5.5% | Reduced |
| Millennium Management LLC | 394,647 | $23.3M | 0.03% | +111,819+39.5% | Added |
| California Public Employees Retirement System | 393,288 | $23.2M | 0.02% | +37,053+10.4% | Added |
| LSV Asset Management | 390,400 | $23.0M | 0.05% | +71,400+22.4% | Added |
| 683 Capital Management, LLC | 390,000 | $23.0M | 1.86% | +390,000 | New |
| Ameriprise Financial Inc | 383,093 | $22.6M | 0.01% | −22,894−5.6% | Reduced |
| Deutsche Bank AG | 350,751 | $20.7M | 0.01% | −169,146−32.5% | Reduced |
| State of Wisconsin Investment Board | 342,356 | $20.2M | 0.06% | −19,283−5.3% | Reduced |
| Lodge Hill Capital, LLC | 335,000 | $19.7M | 7.30% | +90,000+36.7% | Added |
| American Century Companies Inc | 323,595 | $19.1M | 0.02% | −130,828−28.8% | Reduced |
| Prudential Financial Inc | 326,647 | $19.0M | 0.03% | +103,712+46.5% | Added |
| Royce & Associates LP | 321,647 | $19.0M | 0.21% | −32,332−9.1% | Reduced |
| Select Equity Group, L.P. | 305,742 | $18.0M | 0.07% | +300,657+5,912.6% | Added |
| One Fin Capital Management LP | 300,000 | $17.7M | 6.85% | 00.0% | Unchanged |
| Hill City Capital, LP | 300,000 | $17.7M | 3.54% | 00.0% | Unchanged |
| JB Capital Partners LP | 292,265 | $17.2M | 5.07% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 291,544 | $17.2M | 0.14% | −54,212−15.7% | Reduced |
| Ensign Peak Advisors, Inc | 287,995 | $17.0M | 0.04% | +109,010+60.9% | Added |
| Fisher Asset Management, LLC | 284,094 | $16.7M | 0.01% | +81,042+39.9% | Added |
| Neuberger Berman Group LLC | 280,148 | $16.5M | 0.02% | +4,050+1.5% | Added |
| Susquehanna International Group, LLP | 269,677 | $15.9M | 0.03% | +113,741+72.9% | Added |
| UBS Asset Management Americas Inc | 263,177 | $15.5M | 0.01% | −169,778−39.2% | Reduced |
| RBF Capital, LLC | 258,702 | $15.2M | 1.30% | 00.0% | Unchanged |
| Toronto Dominion Bank | 250,053 | $14.7M | 0.03% | +250,053 | New |
| American International Group, Inc. | 246,277 | $14.5M | 0.11% | −39,154−13.7% | Reduced |
| Mutual of America Capital Management LLC | 243,257 | $14.3M | 0.19% | −63,729−20.8% | Reduced |
| HRT Financial LP | 241,322 | $14.2M | 0.15% | −188,486−43.9% | Reduced |
| Victory Capital Management Inc | 239,961 | $14.1M | 0.02% | −239,148−49.9% | Reduced |
| Paradigm Capital Management Inc | 238,150 | $14.0M | 1.01% | −13,100−5.2% | Reduced |
| Wells Fargo & Company | 230,326 | $13.6M | 0.00% | +4,808+2.1% | Added |
| Thornburg Investment Management Inc | 228,763 | $13.5M | 0.24% | −41,605−15.4% | Reduced |
| Brandywine Global Investment Management, LLC | 227,691 | $13.4M | 0.13% | +111,619+96.2% | Added |
| New York State Teachers Retirement System | 227,595 | $13.4M | 0.03% | −8,388−3.6% | Reduced |
| Bridgeway Capital Management, LLC | 226,900 | $13.4M | 0.36% | +72,900+47.3% | Added |
| Citigroup Inc | 226,052 | $13.3M | 0.02% | +144,375+176.8% | Added |
| Franklin Resources Inc | 223,116 | $13.1M | 0.01% | +53,411+31.5% | Added |
| Qube Research & Technologies Ltd | 214,223 | $12.6M | 0.08% | −367,078−63.1% | Reduced |
| California State Teachers Retirement System | 209,992 | $12.4M | 0.02% | −27,343−11.5% | Reduced |
| New York State Common Retirement Fund | 204,225 | $12.0M | 0.02% | +2,430+1.2% | Added |
| Punch & Associates Investment Management, Inc. | 203,836 | $12.0M | 0.84% | −1,405−0.7% | Reduced |
| Scopus Asset Management, L.P. | 200,000 | $11.8M | 0.69% | +175,000+700.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 199,100 | $11.7M | 0.09% | +194,100+3,882.0% | Added |
| Citadel Advisors LLC | 190,320 | $11.2M | 0.01% | −491,305−72.1% | Reduced |