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, Q4 2022
Institutional positions in Builders FirstSource, Inc. as of Dec 31, 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
- 518
- +34 vs. Q3 2022
- Shares held
- 139.2M
- −10.2M (−6.8%) vs. Q3 2022
- Total value
- $9.03B
- +$229.9M (+2.6%) vs. Q3 2022
- New holders
- 84
- 148 more added
- Sold out
- 50
- 231 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,626,446 | $949.0M | 0.03% | −488,233−3.2% | Reduced |
| BlackRock Inc. | 14,134,803 | $917.1M | 0.03% | −489,845−3.3% | Reduced |
| Wellington Management Group LLP | 13,209,520 | $857.0M | 0.17% | −1,483,657−10.1% | Reduced |
| FMR LLC | 10,979,531 | $712.4M | 0.07% | −1,575,850−12.6% | Reduced |
| Dimensional Fund Advisors LP | 4,542,863 | $294.7M | 0.10% | −21,050−0.5% | Reduced |
| State Street Corp | 4,535,366 | $294.3M | 0.02% | −456,944−9.2% | Reduced |
| William Blair Investment Management, LLC | 4,391,938 | $284.9M | 1.09% | −656,276−13.0% | Reduced |
| Coliseum Capital Management, LLC | 3,596,486 | $233.3M | 17.39% | −2,173,117−37.7% | Reduced |
| Frontier Capital Management Co LLC | 2,506,346 | $162.6M | 1.77% | +329,762+15.2% | Added |
| Pacer Advisors, Inc. | 2,449,798 | $158.9M | 0.81% | +1,059,684+76.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,124,039 | $137.8M | 0.24% | −64,018−2.9% | Reduced |
| Geode Capital Management, LLC | 2,103,277 | $137.1M | 0.02% | −71,887−3.3% | Reduced |
| Conifer Management, L.L.C. | 2,000,000 | $129.8M | 15.79% | −500,000−20.0% | Reduced |
| AQR Capital Management LLC | 1,904,770 | $122.8M | 0.28% | −32,905−1.7% | Reduced |
| Dendur Capital LP | 1,757,355 | $114.0M | 21.87% | −463,320−20.9% | Reduced |
| Assetmark, Inc | 1,640,303 | $106.4M | 0.46% | −205,425−11.1% | Reduced |
| Robotti Robert | 1,598,341 | $103.7M | 20.67% | −128,660−7.4% | Reduced |
| Bank of New York Mellon Corp | 1,479,644 | $96.0M | 0.02% | +62,000+4.4% | Added |
| Morgan Stanley | 1,448,679 | $94.0M | 0.01% | +411,896+39.7% | Added |
| Massachusetts Financial Services Co | 1,421,663 | $92.2M | 0.03% | +177,636+14.3% | Added |
| Invesco Ltd. | 1,415,728 | $91.9M | 0.03% | +451,080+46.8% | Added |
| Norges Bank | 1,407,031 | $91.3M | 0.02% | −266,909−15.9% | Reduced |
| Anomaly Capital Management, LP | 1,310,751 | $85.0M | 3.83% | +724,481+123.6% | Added |
| Boston Partners | 1,116,833 | $72.4M | 0.10% | +1,091,716+4,346.5% | Added |
| Northern Trust Corp | 1,106,033 | $71.8M | 0.02% | −62,135−5.3% | Reduced |
| Evercore Wealth Management, LLC | 1,078,250 | $70.0M | 1.47% | +16,990+1.6% | Added |
| Samlyn Capital, LLC | 979,656 | $63.6M | 1.25% | −518,204−34.6% | Reduced |
| Alliancebernstein L.P. | 945,318 | $61.3M | 0.03% | −150,650−13.7% | Reduced |
| Charles Schwab Investment Management Inc | 865,400 | $56.1M | 0.02% | −9,299−1.1% | Reduced |
| Southpoint Capital Advisors LP | 800,000 | $51.9M | 1.34% | +800,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 776,688 | $50.4M | 0.13% | −32,904−4.1% | Reduced |
| Price T Rowe Associates Inc | 776,649 | $50.4M | 0.01% | −180,997−18.9% | Reduced |
| Capital World Investors | 760,228 | $49.3M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 725,741 | $47.1M | 0.06% | −45,500−5.9% | Reduced |
| Goldman Sachs Group Inc | 721,202 | $46.8M | 0.01% | −71,106−9.0% | Reduced |
| Hyperion Capital Advisors LP | 700,000 | $45.4M | 22.44% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 675,208 | $43.8M | 0.71% | +215,563+46.9% | Added |
| Rit Capital Partners PLC | 653,650 | $42.4M | 16.89% | +653,650 | New |
| Goldentree Asset Management LP | 646,736 | $42.0M | 3.37% | −271,000−29.5% | Reduced |
| Nuveen Asset Management, LLC | 642,073 | $41.7M | 0.02% | −35,380−5.2% | Reduced |
| Makena Capital Management LLC | 596,362 | $38.7M | 7.27% | −339,108−36.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 593,370 | $38.5M | 0.62% | −44,100−6.9% | Reduced |
| Principal Financial Group Inc | 577,116 | $37.4M | 0.03% | −220,982−27.7% | Reduced |
| Pictet Asset Management SA | 572,072 | $37.1M | 0.05% | +30,556+5.6% | Added |
| JPMorgan Chase & Co | 551,800 | $35.8M | 0.01% | +35,093+6.8% | Added |
| First Trust Advisors LP | 509,997 | $33.1M | 0.04% | +65,627+14.8% | Added |
| Victory Capital Management Inc | 464,841 | $30.2M | 0.03% | +224,880+93.7% | Added |
| LSV Asset Management | 460,800 | $29.9M | 0.07% | +70,400+18.0% | Added |
| Woodson Capital Management, LP | 460,000 | $29.8M | 5.86% | −70,000−13.2% | Reduced |
| Rhumbline Advisers | 445,769 | $28.9M | 0.04% | −12,331−2.7% | Reduced |
| Stadium Capital Management LLC | 432,740 | $28.1M | 19.07% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 422,351 | $27.5M | 0.31% | +422,351 | New |
| BNP Paribas Arbitrage, SA | 413,131 | $26.8M | 0.07% | −11,929−2.8% | Reduced |
| Cookson Peirce & Co Inc | 411,858 | $26.7M | 1.74% | +7,994+2.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 403,390 | $26.2M | 0.17% | −497,130−55.2% | Reduced |
| Qube Research & Technologies Ltd | 399,635 | $25.9M | 0.16% | +185,412+86.6% | Added |
| Swiss National Bank | 376,887 | $24.5M | 0.02% | −32,800−8.0% | Reduced |
| Retirement Systems of Alabama | 370,055 | $24.0M | 0.10% | −26,411−6.7% | Reduced |
| Deutsche Bank AG | 358,174 | $23.2M | 0.01% | +7,423+2.1% | Added |
| California Public Employees Retirement System | 344,623 | $22.4M | 0.02% | −48,665−12.4% | Reduced |
| Brandywine Global Investment Management, LLC | 341,091 | $22.1M | 0.17% | +113,400+49.8% | Added |
| Ameriprise Financial Inc | 340,889 | $22.1M | 0.01% | −42,204−11.0% | Reduced |
| Royce & Associates LP | 328,702 | $21.3M | 0.22% | +7,055+2.2% | Added |
| Legal & General Group Plc | 326,231 | $21.2M | 0.01% | −180,984−35.7% | Reduced |
| State of Wisconsin Investment Board | 322,566 | $20.9M | 0.07% | −19,790−5.8% | Reduced |
| American Century Companies Inc | 305,404 | $19.8M | 0.02% | −18,191−5.6% | Reduced |
| Lodge Hill Capital, LLC | 300,000 | $19.5M | 7.21% | −35,000−10.4% | Reduced |
| Hill City Capital, LP | 300,000 | $19.5M | 3.39% | 00.0% | Unchanged |
| Bank of America Corp | 295,232 | $19.2M | 0.00% | −403,712−57.8% | Reduced |
| Soapstone Management L.P. | 295,000 | $19.1M | 8.07% | −105,000−26.3% | Reduced |
| JB Capital Partners LP | 292,265 | $19.0M | 4.98% | 00.0% | Unchanged |
| Amundi | 273,110 | $18.8M | 0.01% | +272,982+213,267.2% | Added |
| Neuberger Berman Group LLC | 280,952 | $18.2M | 0.02% | +804+0.3% | Added |
| Ensign Peak Advisors, Inc | 275,266 | $17.9M | 0.04% | −12,729−4.4% | Reduced |
| Scopus Asset Management, L.P. | 275,000 | $17.8M | 0.72% | +75,000+37.5% | Added |
| Citadel Advisors LLC | 262,221 | $17.0M | 0.02% | +71,901+37.8% | Added |
| RBF Capital, LLC | 258,711 | $16.8M | 1.27% | +90.0% | Added |
| UBS Asset Management Americas Inc | 251,145 | $16.3M | 0.01% | −12,032−4.6% | Reduced |
| New York State Common Retirement Fund | 246,840 | $16.0M | 0.02% | +42,615+20.9% | Added |
| 683 Capital Management, LLC | 240,000 | $15.6M | 1.40% | −150,000−38.5% | Reduced |
| Paradigm Capital Management Inc | 235,450 | $15.3M | 1.01% | −2,700−1.1% | Reduced |
| American International Group, Inc. | 229,200 | $14.9M | 0.10% | −17,077−6.9% | Reduced |
| Fisher Asset Management, LLC | 229,121 | $14.9M | 0.01% | −54,973−19.4% | Reduced |
| Franklin Resources Inc | 228,413 | $14.8M | 0.01% | +5,297+2.4% | Added |
| Bridgeway Capital Management, LLC | 226,900 | $14.7M | 0.38% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 223,956 | $14.5M | 0.04% | −3,639−1.6% | Reduced |
| Millennium Management LLC | 219,666 | $14.3M | 0.02% | −174,981−44.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 213,800 | $13.9M | 0.10% | +14,700+7.4% | Added |
| Prudential Financial Inc | 212,742 | $13.8M | 0.02% | −113,905−34.9% | Reduced |
| Citigroup Inc | 212,284 | $13.8M | 0.02% | −13,768−6.1% | Reduced |
| Mutual of America Capital Management LLC | 210,066 | $13.6M | 0.17% | −33,191−13.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 207,180 | $13.4M | 0.87% | +3,344+1.6% | Added |
| Man Group plc | 202,044 | $13.1M | 0.05% | +79,741+65.2% | Added |
| Hodges Capital Management Inc. | 200,259 | $13.0M | 1.13% | +95,373+90.9% | Added |
| Robeco Institutional Asset Management B.V. | 199,663 | $13.0M | 0.04% | +51,063+34.4% | Added |
| California State Teachers Retirement System | 194,220 | $12.6M | 0.02% | −15,772−7.5% | Reduced |
| Wells Fargo & Company | 193,264 | $12.5M | 0.00% | −37,062−16.1% | Reduced |
| Thornburg Investment Management Inc | 185,773 | $12.1M | 0.20% | −42,990−18.8% | Reduced |
| UBS Group AG | 185,489 | $12.0M | 0.01% | +127,560+220.2% | Added |
| GoodHaven Capital Management, LLC | 172,500 | $11.2M | 7.53% | 00.0% | Unchanged |