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 |
|---|---|---|---|---|---|
| ACK Asset Management LLC | 180,000 | $10.6M | 2.81% | −180,000−50.0% | Reduced |
| Waterfront Capital Partners, LLC | 175,000 | $10.3M | 0.77% | −4,253−2.4% | Reduced |
| GoodHaven Capital Management, LLC | 172,500 | $10.2M | 7.35% | +450+0.3% | Added |
| Glenmede Trust Co NA | 170,269 | $10.0M | 0.06% | +14,315+9.2% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 169,620 | $9.99M | 0.57% | +169,620 | New |
| Envestnet Asset Management Inc | 165,042 | $9.72M | 0.01% | −3,411−2.0% | Reduced |
| National Bank of Canada | 155,611 | $9.17M | 0.05% | +141,011+965.8% | Added |
| Kornitzer Capital Management Inc | 152,068 | $8.96M | 0.19% | −132,625−46.6% | Reduced |
| ExodusPoint Capital Management, LP | 150,564 | $8.87M | 0.12% | +81,327+117.5% | Added |
| Credit Suisse AG | 150,467 | $8.87M | 0.01% | −8,967−5.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 148,600 | $8.75M | 0.03% | +82,456+124.7% | Added |
| Algert Global LLC | 148,093 | $8.73M | 0.53% | +662+0.4% | Added |
| Raymond James & Associates | 143,016 | $8.43M | 0.01% | −4,519−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 139,806 | $8.24M | 0.02% | −8,360−5.6% | Reduced |
| Royal Bank of Canada | 139,348 | $8.21M | 0.00% | −29,267−17.4% | Reduced |
| State of Tennessee, Treasury Department | 135,328 | $7.97M | 0.04% | +9,768+7.8% | Added |
| Beaconlight Capital, LLC | 130,345 | $7.68M | 4.74% | +52,642+67.7% | Added |
| Cambiar Investors LLC | 129,942 | $7.66M | 0.39% | +98+0.1% | Added |
| Allianz Asset Management GmbH | 129,723 | $7.64M | 0.02% | −88,119−40.5% | Reduced |
| Manufacturers Life Insurance Company, The | 126,863 | $7.47M | 0.01% | −17,937−12.4% | Reduced |
| Gotham Asset Management, LLC | 122,679 | $7.23M | 0.22% | +8,855+7.8% | Added |
| Robeco Schweiz AG | 122,603 | $7.22M | 0.14% | +79,918+187.2% | Added |
| Man Group plc | 122,303 | $7.21M | 0.03% | – | – |
| Ergoteles LLC | 121,338 | $7.15M | 0.25% | +75,655+165.6% | Added |
| LPL Financial LLC | 120,401 | $7.09M | 0.01% | +11,269+10.3% | Added |
| Whittier Trust Co | 114,546 | $6.75M | 0.14% | +5,055+4.6% | Added |
| Amalgamated Bank | 113,989 | $6.72M | 0.06% | −30,245−21.0% | Reduced |
| Great West Life Assurance Co | 112,389 | $6.62M | 0.02% | +4,538+4.2% | Added |
| Texas Permanent School Fund | 112,248 | $6.61M | 0.11% | −12,622−10.1% | Reduced |
| Hodges Capital Management Inc. | 104,886 | $6.18M | 1.02% | −152,188−59.2% | Reduced |
| Stifel Financial Corp | 104,815 | $6.18M | 0.01% | +3,838+3.8% | Added |
| Advisor Group Holdings, Inc. | 104,094 | $6.13M | 0.01% | +17,456+20.1% | Added |
| State of New Jersey Common Pension Fund D | 100,288 | $5.91M | 0.02% | −9,558−8.7% | Reduced |
| MetLife Investment Management | 100,195 | $5.90M | 0.05% | −12,138−10.8% | Reduced |
| Crown Advisors Management, Inc. | 100,000 | $5.89M | 5.85% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 98,484 | $5.80M | 0.02% | +78,785+399.9% | Added |
| SEI Investments Co | 96,623 | $5.69M | 0.01% | −4,685−4.6% | Reduced |
| Nicholas Company, Inc. | 95,179 | $5.61M | 0.13% | +75+0.1% | Added |
| Voya Investment Management LLC | 93,162 | $5.49M | 0.01% | −4,395−4.5% | Reduced |
| Bridgewater Associates, LP | 91,456 | $5.39M | 0.03% | −113,736−55.4% | Reduced |
| South Dakota Investment Council | 88,800 | $5.23M | 0.13% | +88,800 | New |
| Squarepoint Ops LLC | 83,468 | $4.92M | 0.04% | −11,368−12.0% | Reduced |
| Taika Capital, LP | 83,245 | $4.91M | 3.00% | +1,600+2.0% | Added |
| Hennessy Advisors Inc | 83,100 | $4.90M | 0.34% | −200−0.2% | Reduced |
| Yousif Capital Management, LLC | 81,254 | $4.79M | 0.07% | −16,974−17.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 80,308 | $4.73M | 0.06% | +80,308 | New |
| Smith, Graham & Co., Investment Advisors, LP | 80,150 | $4.72M | 0.63% | −5,057−5.9% | Reduced |
| Zacks Investment Management | 79,852 | $4.71M | 0.08% | −2,102−2.6% | Reduced |
| Argent Capital Management LLC | 78,715 | $4.64M | 0.18% | +2,366+3.1% | Added |
| Whittier Trust Co of Nevada Inc | 77,975 | $4.59M | 0.20% | +5,619+7.8% | Added |
| Cubist Systematic Strategies, LLC | 77,398 | $4.56M | 0.03% | −52,430−40.4% | Reduced |
| Public Employees Retirement System of Ohio | 77,400 | $4.56M | 0.02% | −8,204−9.6% | Reduced |
| Nordea Investment Management AB | 76,726 | $4.52M | 0.01% | −2,161−2.7% | Reduced |
| HSBC Holdings PLC | 75,507 | $4.50M | 0.01% | +64,867+609.7% | Added |
| Teacher Retirement System of Texas | 74,041 | $4.36M | 0.03% | +42,902+137.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 73,310 | $4.32M | 0.62% | +3,071+4.4% | Added |
| Eaton Vance Management | 69,916 | $4.12M | 0.01% | −38,921−35.8% | Reduced |
| Comerica Bank | 70,072 | $4.05M | 0.03% | −11,936−14.6% | Reduced |
| Telemus Capital, LLC | 68,691 | $4.05M | 0.42% | −722−1.0% | Reduced |
| Platte River Wealth Advisors, LLC | 67,618 | $3.98M | 1.78% | −14,024−17.2% | Reduced |
| Hudson Value Partners, LLC | 66,420 | $3.91M | 2.63% | −1,250−1.8% | Reduced |
| Tocqueville Asset Management L.P. | 66,265 | $3.90M | 0.08% | +422+0.6% | Added |
| Treasurer of the State of North Carolina | 66,094 | $3.89M | 0.03% | −8,822−11.8% | Reduced |
| Alberta Investment Management Corp | 64,600 | $3.81M | 0.03% | +64,600 | New |
| Russell Investments Group, Ltd. | 64,476 | $3.80M | 0.01% | +23,744+58.3% | Added |
| Clark Estates Inc | 63,200 | $3.72M | 0.82% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 62,300 | $3.67M | 0.14% | −1,400−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,881 | $3.65M | 0.04% | −14,423−18.9% | Reduced |
| Canada Pension Plan Investment Board | 58,653 | $3.46M | 0.01% | +38,700+194.0% | Added |
| UBS Group AG | 57,929 | $3.41M | 0.00% | −49,565−46.1% | Reduced |
| Virginia Retirement Systems Et Al | 55,200 | $3.25M | 0.04% | +55,200 | New |
| Ameritas Investment Partners, Inc. | 54,838 | $3.23M | 0.14% | −8,236−13.1% | Reduced |
| Janus Henderson Group PLC | 54,780 | $3.23M | 0.00% | −6,114−10.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,530 | $3.21M | 0.02% | −292,496−84.3% | Reduced |
| Paradiem, LLC | 54,352 | $3.20M | 1.24% | −2,768−4.8% | Reduced |
| Navellier & Associates Inc | 53,511 | $3.15M | 0.70% | +622+1.2% | Added |
| Nomura Asset Management Co Ltd | 53,210 | $3.14M | 0.02% | +52,500+7,394.4% | Added |
| Meeder Asset Management Inc | 50,728 | $2.99M | 0.17% | −76,102−60.0% | Reduced |
| Westpac Banking Corp | 50,436 | $2.97M | 0.05% | +50,436 | New |
| Thrivent Financial for Lutherans | 47,138 | $2.77M | 0.01% | −4,041−7.9% | Reduced |
| Arizona State Retirement System | 46,948 | $2.77M | 0.03% | −4,949−9.5% | Reduced |
| Empowered Funds, LLC | 45,805 | $2.70M | 0.26% | −32,429−41.5% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 45,747 | $2.69M | 0.04% | +2,035+4.7% | Added |
| Oregon Public Employees Retirement Fund | 45,470 | $2.68M | 0.04% | −7,812−14.7% | Reduced |
| Hancock Whitney Corp | 44,097 | $2.60M | 0.11% | +20,055+83.4% | Added |
| Kingfisher Capital LLC | 43,763 | $2.58M | 0.71% | +1,273+3.0% | Added |
| Illinois Municipal Retirement Fund | 43,464 | $2.56M | 0.06% | +9,656+28.6% | Added |
| LMR Partners LLP | 42,869 | $2.53M | 0.06% | +3,092+7.8% | Added |
| Kennedy Capital Management, Inc. | 42,505 | $2.50M | 0.07% | −108,253−71.8% | Reduced |
| Wakefield Asset Management LLLP | 41,728 | $2.46M | 1.13% | −1,141−2.7% | Reduced |
| Louisiana State Employees Retirement System | 41,500 | $2.44M | 0.07% | −3,900−8.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 39,987 | $2.36M | 0.73% | +10,500+35.6% | Added |
| State of Michigan Retirement System | 39,312 | $2.32M | 0.02% | −4,600−10.5% | Reduced |
| Prudential PLC | 38,963 | $2.30M | 0.04% | +4,709+13.7% | Added |
| Alaska Permanent Fund Corp | 38,400 | $2.26M | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 37,965 | $2.24M | 0.03% | +18,475+94.8% | Added |
| DFPG Investments, LLC | 38,117 | $2.15M | 0.91% | +1,767+4.9% | Added |
| Essex Investment Management Co LLC | 36,372 | $2.14M | 0.34% | +2,502+7.4% | Added |
| TownSquare Capital, LLC | 35,641 | $2.10M | 0.06% | +35,641 | New |
| Federated Hermes, Inc. | 35,548 | $2.09M | 0.01% | −4,436−11.1% | Reduced |