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 |
|---|---|---|---|---|---|
| Graham Capital Wealth Management, LLC | 22,878 | $1.48M | 2.65% | −1,320−5.5% | Reduced |
| Assenagon Asset Management S.A. | 23,073 | $1.50M | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 23,282 | $1.51M | 0.19% | +9,707+71.5% | Added |
| Bank of Montreal | 22,809 | $1.56M | 0.00% | +2,581+12.8% | Added |
| Sona Asset Management (US) LLC | 24,000 | $1.56M | 0.45% | +24,000 | New |
| Two Sigma Investments, LP | 24,100 | $1.56M | 0.01% | +24,100 | New |
| Public Employees Retirement Association of Colorado | 24,233 | $1.57M | 0.01% | −1,065−4.2% | Reduced |
| New Mexico Educational Retirement Board | 24,300 | $1.58M | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 24,319 | $1.58M | 0.01% | −400−1.6% | Reduced |
| Granby Capital Management, LLC | 25,000 | $1.62M | 1.20% | +25,000 | New |
| Guggenheim Capital LLC | 25,296 | $1.64M | 0.01% | +1,855+7.9% | Added |
| Utah Retirement Systems | 25,800 | $1.67M | 0.03% | −1,800−6.5% | Reduced |
| Epacria Capital Partners, LLC | 25,893 | $1.68M | 1.36% | +25,893 | New |
| Stratos Wealth Partners, LTD. | 26,299 | $1.71M | 0.04% | +16,352+164.4% | Added |
| Ontario Teachers Pension Plan Board | 26,333 | $1.71M | 0.02% | +6,621+33.6% | Added |
| Strategic Global Advisors, LLC | 27,065 | $1.76M | 0.28% | −513−1.9% | Reduced |
| Wall Street Access Asset Management, LLC | 27,250 | $1.77M | 1.33% | 00.0% | Unchanged |
| Empowered Funds, LLC | 27,522 | $1.79M | 0.12% | −18,283−39.9% | Reduced |
| LMR Partners LLP | 27,942 | $1.81M | 0.04% | −14,927−34.8% | Reduced |
| Rafferty Asset Management, LLC | 29,149 | $1.89M | 0.02% | +5,117+21.3% | Added |
| Monument Capital Management | 29,944 | $1.94M | 0.66% | +1,653+5.8% | Added |
| Federated Hermes, Inc. | 29,948 | $1.94M | 0.01% | −5,600−15.8% | Reduced |
| Marshall Wace, LLP | 30,092 | $1.95M | 0.01% | +16,656+124.0% | Added |
| Prudential PLC | 31,933 | $2.07M | 0.03% | −7,030−18.0% | Reduced |
| Hancock Whitney Corp | 33,022 | $2.14M | 0.08% | −11,075−25.1% | Reduced |
| Regal Investment Advisors LLC | 34,681 | $2.25M | 0.22% | +29,142+526.1% | Added |
| Essex Investment Management Co LLC | 36,024 | $2.34M | 0.36% | −348−1.0% | Reduced |
| SEI Investments Co | 36,204 | $2.35M | 0.01% | −60,419−62.5% | Reduced |
| TownSquare Capital, LLC | 37,464 | $2.43M | 0.06% | +1,823+5.1% | Added |
| State of Michigan Retirement System | 37,512 | $2.43M | 0.02% | −1,800−4.6% | Reduced |
| Alaska Permanent Fund Corp | 38,400 | $2.49M | 0.04% | 00.0% | Unchanged |
| Beaconlight Capital, LLC | 39,118 | $2.54M | 1.48% | −91,227−70.0% | Reduced |
| Louisiana State Employees Retirement System | 39,400 | $2.56M | 0.07% | −2,100−5.1% | Reduced |
| Thrivent Financial for Lutherans | 39,489 | $2.56M | 0.01% | −7,649−16.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 41,237 | $2.67M | 0.58% | +1,250+3.1% | Added |
| Westpac Banking Corp | 41,368 | $2.68M | 0.04% | −9,068−18.0% | Reduced |
| Oregon Public Employees Retirement Fund | 43,422 | $2.82M | 0.04% | −2,048−4.5% | Reduced |
| Vident Investment Advisory, LLC | 43,554 | $2.83M | 0.11% | +5,974+15.9% | Added |
| Arizona State Retirement System | 44,041 | $2.86M | 0.03% | −2,907−6.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 45,002 | $2.92M | 0.05% | −745−1.6% | Reduced |
| Kingfisher Capital LLC | 45,612 | $2.96M | 0.79% | +1,849+4.2% | Added |
| CI Private Wealth, LLC | 46,177 | $3.00M | 0.01% | +46,177 | New |
| Gotham Asset Management, LLC | 46,487 | $3.02M | 0.08% | −76,192−62.1% | Reduced |
| Altus Wealth Group LLC | 47,562 | $3.09M | 2.34% | +13,909+41.3% | Added |
| Aviva PLC | 50,262 | $3.26M | 0.02% | +22,245+79.4% | Added |
| Navellier & Associates Inc | 51,081 | $3.31M | 0.68% | −2,430−4.5% | Reduced |
| Putnam Investments LLC | 51,402 | $3.33M | 0.01% | +51,402 | New |
| Janus Henderson Group PLC | 51,659 | $3.35M | 0.00% | −3,121−5.7% | Reduced |
| Meeder Asset Management Inc | 52,140 | $3.38M | 0.30% | +1,412+2.8% | Added |
| Quantinno Capital Management LP | 52,398 | $3.40M | 0.25% | +52,398 | New |
| Nomura Asset Management Co Ltd | 53,742 | $3.49M | 0.02% | +532+1.0% | Added |
| Tocqueville Asset Management L.P. | 55,686 | $3.61M | 0.07% | −10,579−16.0% | Reduced |
| Paradiem, LLC | 56,148 | $3.64M | 1.35% | +1,796+3.3% | Added |
| Lisanti Capital Growth, LLC | 56,525 | $3.67M | 0.50% | +56,525 | New |
| Teacher Retirement System of Texas | 57,212 | $3.71M | 0.03% | −16,829−22.7% | Reduced |
| Ameritas Investment Partners, Inc. | 52,789 | $3.71M | 0.15% | −2,049−3.7% | Reduced |
| Virginia Retirement Systems Et Al | 57,600 | $3.74M | 0.04% | +2,400+4.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 58,564 | $3.80M | 0.11% | +58,564 | New |
| Canada Pension Plan Investment Board | 59,553 | $3.86M | 0.01% | +900+1.5% | Added |
| Russell Investments Group, Ltd. | 59,711 | $3.87M | 0.01% | −4,765−7.4% | Reduced |
| Catalyst Capital Advisors LLC | 60,400 | $3.92M | 0.13% | −1,900−3.0% | Reduced |
| Algert Global LLC | 62,465 | $4.05M | 0.22% | −85,628−57.8% | Reduced |
| Susquehanna International Group, LLP | 62,912 | $4.08M | 0.01% | −206,765−76.7% | Reduced |
| Lighthouse Investment Partners, LLC | 63,042 | $4.09M | 0.75% | +63,042 | New |
| Clark Estates Inc | 63,200 | $4.10M | 0.85% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 65,066 | $4.22M | 0.09% | +21,602+49.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,208 | $4.30M | 0.04% | +4,327+7.0% | Added |
| Hudson Value Partners, LLC | 67,223 | $4.36M | 2.68% | +803+1.2% | Added |
| Treasurer of the State of North Carolina | 67,729 | $4.39M | 0.03% | +1,635+2.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 68,310 | $4.43M | 0.72% | −5,000−6.8% | Reduced |
| Telemus Capital, LLC | 66,906 | $4.50M | 0.41% | −1,785−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 69,530 | $4.51M | 0.01% | −34,564−33.2% | Reduced |
| Envestnet Asset Management Inc | 70,003 | $4.54M | 0.00% | −95,039−57.6% | Reduced |
| Nordea Investment Management AB | 71,710 | $4.62M | 0.01% | −5,016−6.5% | Reduced |
| Comerica Bank | 65,012 | $4.66M | 0.04% | −5,060−7.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 72,388 | $4.70M | 0.04% | −219,156−75.2% | Reduced |
| Zacks Investment Management | 72,823 | $4.72M | 0.07% | −7,029−8.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 74,199 | $4.81M | 0.19% | −3,776−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 74,550 | $4.84M | 0.02% | −2,850−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,808 | $4.98M | 0.05% | −3,500−4.4% | Reduced |
| Yousif Capital Management, LLC | 77,056 | $5.00M | 0.07% | −4,198−5.2% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 78,237 | $5.08M | 0.62% | −1,913−2.4% | Reduced |
| Argent Capital Management LLC | 78,296 | $5.08M | 0.18% | −419−0.5% | Reduced |
| Stifel Financial Corp | 81,453 | $5.28M | 0.01% | −23,362−22.3% | Reduced |
| Hennessy Advisors Inc | 81,500 | $5.29M | 0.35% | −1,600−1.9% | Reduced |
| Ergoteles LLC | 83,181 | $5.40M | 0.20% | −38,157−31.4% | Reduced |
| Voya Investment Management LLC | 87,552 | $5.68M | 0.01% | −5,610−6.0% | Reduced |
| State of New Jersey Common Pension Fund D | 89,495 | $5.81M | 0.02% | −10,793−10.8% | Reduced |
| Driehaus Capital Management LLC | 89,618 | $5.81M | 0.09% | +89,618 | New |
| MetLife Investment Management | 92,627 | $6.01M | 0.05% | −7,568−7.6% | Reduced |
| Nicholas Company, Inc. | 95,179 | $6.18M | 0.13% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 95,883 | $6.22M | 0.10% | −54,681−36.3% | Reduced |
| Texas Permanent School Fund | 98,945 | $6.42M | 0.10% | −13,303−11.9% | Reduced |
| Crown Advisors Management, Inc. | 100,000 | $6.49M | 5.91% | 00.0% | Unchanged |
| ACK Asset Management LLC | 101,200 | $6.57M | 1.21% | −78,800−43.8% | Reduced |
| Alberta Investment Management Corp | 101,700 | $6.60M | 0.06% | +37,100+57.4% | Added |
| First Republic Investment Management, Inc. | 107,445 | $6.97M | 0.02% | +8,961+9.1% | Added |
| Waterfront Capital Partners, LLC | 112,212 | $7.28M | 0.60% | −62,788−35.9% | Reduced |
| Kornitzer Capital Management Inc | 114,746 | $7.44M | 0.15% | −37,322−24.5% | Reduced |
| Whittier Trust Co | 117,991 | $7.66M | 0.15% | +3,445+3.0% | Added |