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, 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.

Institutional holdersQ3 2022: 490 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 heldQ3 2022: $8.81B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q2 2022.

Institutions holding BLDR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Thornburg Investment Management Inc228,763$13.5M0.24%−41,605−15.4%Reduced
Wells Fargo & Company230,326$13.6M0.00%+4,808+2.1%Added
Paradigm Capital Management Inc238,150$14.0M1.01%−13,100−5.2%Reduced
Victory Capital Management Inc239,961$14.1M0.02%−239,148−49.9%Reduced
HRT Financial LP241,322$14.2M0.15%−188,486−43.9%Reduced
Mutual of America Capital Management LLC243,257$14.3M0.19%−63,729−20.8%Reduced
American International Group, Inc.246,277$14.5M0.11%−39,154−13.7%Reduced
Toronto Dominion Bank250,053$14.7M0.03%+250,053New
RBF Capital, LLC258,702$15.2M1.30%00.0%Unchanged
UBS Asset Management Americas Inc263,177$15.5M0.01%−169,778−39.2%Reduced
Susquehanna International Group, LLP269,677$15.9M0.03%+113,741+72.9%Added
Neuberger Berman Group LLC280,148$16.5M0.02%+4,050+1.5%Added
Fisher Asset Management, LLC284,094$16.7M0.01%+81,042+39.9%Added
Ensign Peak Advisors, Inc287,995$17.0M0.04%+109,010+60.9%Added
Schonfeld Strategic Advisors LLC291,544$17.2M0.14%−54,212−15.7%Reduced
JB Capital Partners LP292,265$17.2M5.07%00.0%Unchanged
One Fin Capital Management LP300,000$17.7M6.85%00.0%Unchanged
Hill City Capital, LP300,000$17.7M3.54%00.0%Unchanged
Select Equity Group, L.P.305,742$18.0M0.07%+300,657+5,912.6%Added
Royce & Associates LP321,647$19.0M0.21%−32,332−9.1%Reduced
Prudential Financial Inc326,647$19.0M0.03%+103,712+46.5%Added
American Century Companies Inc323,595$19.1M0.02%−130,828−28.8%Reduced
Lodge Hill Capital, LLC335,000$19.7M7.30%+90,000+36.7%Added
State of Wisconsin Investment Board342,356$20.2M0.06%−19,283−5.3%Reduced
Deutsche Bank AG350,751$20.7M0.01%−169,146−32.5%Reduced
Ameriprise Financial Inc383,093$22.6M0.01%−22,894−5.6%Reduced
683 Capital Management, LLC390,000$23.0M1.86%+390,000New
LSV Asset Management390,400$23.0M0.05%+71,400+22.4%Added
California Public Employees Retirement System393,288$23.2M0.02%+37,053+10.4%Added
Millennium Management LLC394,647$23.3M0.03%+111,819+39.5%Added
Retirement Systems of Alabama396,466$23.4M0.11%−23,256−5.5%Reduced
Jane Street Group, LLC397,848$23.4M0.04%+106,704+36.6%Added
Soapstone Management L.P.400,000$23.6M9.48%−57,500−12.6%Reduced
Cookson Peirce & Co Inc403,864$23.8M1.68%+5,629+1.4%Added
Swiss National Bank409,687$24.1M0.02%−41,400−9.2%Reduced
BNP Paribas Arbitrage, SA425,060$25.0M0.06%+317,299+294.4%Added
Stadium Capital Management LLC432,740$25.5M15.14%−260,371−37.6%Reduced
First Trust Advisors LP444,370$26.2M0.03%+453+0.1%Added
Rhumbline Advisers458,100$27.0M0.04%−34,579−7.0%Reduced
O'Shaughnessy Asset Management, LLC459,645$27.1M0.51%+259,993+130.2%Added
Legal & General Group Plc507,215$29.9M0.01%+121,562+31.5%Added
JPMorgan Chase & Co516,707$30.4M0.00%+7,262+1.4%Added
Woodson Capital Management, LP530,000$31.2M5.35%−184,000−25.8%Reduced
Pictet Asset Management SA541,516$31.9M0.05%+126,511+30.5%Added
Barclays PLC548,883$32.3M0.04%−564,565−50.7%Reduced
Anomaly Capital Management, LP586,270$34.5M1.86%−337,163−36.5%Reduced
Thompson Siegel & Walmsley LLC637,470$37.6M0.65%−58,715−8.4%Reduced
Nuveen Asset Management, LLC677,453$39.9M0.02%−39,113−5.5%Reduced
Davenport & Co LLC687,826$40.3M0.35%−81,776−10.6%Reduced
Bank of America Corp698,944$41.2M0.01%+108,319+18.3%Added
Hyperion Capital Advisors LP700,000$41.2M20.33%00.0%Unchanged
Capital World Investors760,228$44.8M0.01%00.0%Unchanged
Renaissance Technologies LLC771,241$45.4M0.06%+74,600+10.7%Added
Natixis769,250$45.9M0.22%−572,600−42.7%Reduced
Goldman Sachs Group Inc792,308$46.7M0.01%−271,846−25.5%Reduced
Principal Financial Group Inc798,098$47.0M0.04%−189,888−19.2%Reduced
Mirae Asset Global Investments Co., Ltd.809,592$47.7M0.13%−118,830−12.8%Reduced
Charles Schwab Investment Management Inc874,699$51.5M0.02%−483,899−35.6%Reduced
Fuller & Thaler Asset Management, Inc.900,520$53.1M0.38%−678,878−43.0%Reduced
Goldentree Asset Management LP917,736$54.1M3.87%−296,915−24.4%Reduced
Makena Capital Management LLC935,470$55.1M9.19%−59,775−6.0%Reduced
Price T Rowe Associates Inc957,646$56.4M0.01%−70,988−6.9%Reduced
Invesco Ltd.964,648$56.8M0.02%−291,080−23.2%Reduced
Morgan Stanley1,036,783$61.1M0.01%−1,422,407−57.8%Reduced
Evercore Wealth Management, LLC1,061,260$62.5M1.41%+9,904+0.9%Added
Alliancebernstein L.P.1,095,968$64.6M0.03%+107,637+10.9%Added
Northern Trust Corp1,168,168$68.8M0.02%−117,092−9.1%Reduced
Massachusetts Financial Services Co1,244,027$73.3M0.03%+103,529+9.1%Added
Pacer Advisors, Inc.1,390,114$81.9M0.57%+385,796+38.4%Added
Bank of New York Mellon Corp1,417,644$83.5M0.02%−151,656−9.7%Reduced
Samlyn Capital, LLC1,497,860$88.3M1.68%−535,167−26.3%Reduced
Norges Bank1,673,940$98.6M0.03%−130,867−7.3%Reduced
Robotti Robert1,727,001$101.8M24.18%−58,753−3.3%Reduced
Assetmark, Inc1,845,728$108.8M0.51%+468,391+34.0%Added
AQR Capital Management LLC1,937,675$114.1M0.28%−154,546−7.4%Reduced
Frontier Capital Management Co LLC2,176,584$128.2M1.50%+256,436+13.4%Added
Geode Capital Management, LLC2,175,164$128.7M0.02%−205,104−8.6%Reduced
Allspring Global Investments Holdings, LLC2,188,057$128.9M0.23%−737,416−25.2%Reduced
Dendur Capital LP2,220,675$130.8M27.72%−29,000−1.3%Reduced
Conifer Management, L.L.C.2,500,000$147.3M20.95%00.0%Unchanged
Dimensional Fund Advisors LP4,563,913$268.9M0.10%+64,900+1.4%Added
State Street Corp4,992,310$294.1M0.02%−262,926−5.0%Reduced
William Blair Investment Management, LLC5,048,214$297.4M1.18%−252,893−4.8%Reduced
Coliseum Capital Management, LLC5,769,603$339.9M27.69%−693,247−10.7%Reduced
FMR LLC12,555,381$739.8M0.08%+472,713+3.9%Added
BlackRock Inc.14,624,648$861.7M0.03%−1,046,915−6.7%Reduced
Wellington Management Group LLP14,693,177$865.7M0.18%+5,053,249+52.4%Added
Vanguard Group Inc15,114,679$890.6M0.03%−1,253,051−7.7%Reduced
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Sofos Investments, Inc.413––+35+9.3%Added
Luxor Capital Group, LP0$00.00%−1,594,641−100.0%Sold out
HG Vora Capital Management, LLC0$00.00%−1,500,000−100.0%Sold out
Interval Partners, LP0$00.00%−359,364−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−326,865−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−280,204−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−204,621−100.0%Sold out
Winton Group Ltd0$00.00%−135,293−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−108,999−100.0%Sold out
Employees Retirement System of Texas0$00.00%−58,737−100.0%Sold out
Alta Fox Capital Management, LLC0$00.00%−55,000−100.0%Sold out