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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 119,047 | $7.72M | 0.00% | −7,816−6.2% | Reduced |
| Great West Life Assurance Co | 119,982 | $7.79M | 0.02% | +7,593+6.8% | Added |
| LPL Financial LLC | 126,962 | $8.24M | 0.01% | +6,561+5.4% | Added |
| Cambiar Investors LLC | 127,644 | $8.28M | 0.38% | −2,298−1.8% | Reduced |
| Royal Bank of Canada | 130,156 | $8.44M | 0.00% | −9,192−6.6% | Reduced |
| Credit Suisse AG | 133,148 | $8.64M | 0.01% | −17,319−11.5% | Reduced |
| Amalgamated Bank | 133,499 | $8.66M | 0.08% | +19,510+17.1% | Added |
| State of Tennessee, Treasury Department | 135,328 | $8.78M | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 137,426 | $8.92M | 0.02% | −2,380−1.7% | Reduced |
| Winton Group Ltd | 137,440 | $8.92M | 0.59% | +137,440 | New |
| Allianz Asset Management GmbH | 138,468 | $8.98M | 0.02% | +8,745+6.7% | Added |
| Bridgewater Associates, LP | 139,871 | $9.07M | 0.05% | +48,415+52.9% | Added |
| South Dakota Investment Council | 141,190 | $9.16M | 0.20% | +52,390+59.0% | Added |
| Raymond James & Associates | 158,103 | $10.3M | 0.01% | +15,087+10.5% | Added |
| Barclays PLC | 164,547 | $10.7M | 0.01% | −384,336−70.0% | Reduced |
| GoodHaven Capital Management, LLC | 172,500 | $11.2M | 7.53% | 00.0% | Unchanged |
| UBS Group AG | 185,489 | $12.0M | 0.01% | +127,560+220.2% | Added |
| Thornburg Investment Management Inc | 185,773 | $12.1M | 0.20% | −42,990−18.8% | Reduced |
| Wells Fargo & Company | 193,264 | $12.5M | 0.00% | −37,062−16.1% | Reduced |
| California State Teachers Retirement System | 194,220 | $12.6M | 0.02% | −15,772−7.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 199,663 | $13.0M | 0.04% | +51,063+34.4% | Added |
| Hodges Capital Management Inc. | 200,259 | $13.0M | 1.13% | +95,373+90.9% | Added |
| Man Group plc | 202,044 | $13.1M | 0.05% | +79,741+65.2% | Added |
| Punch & Associates Investment Management, Inc. | 207,180 | $13.4M | 0.87% | +3,344+1.6% | Added |
| Mutual of America Capital Management LLC | 210,066 | $13.6M | 0.17% | −33,191−13.6% | Reduced |
| Citigroup Inc | 212,284 | $13.8M | 0.02% | −13,768−6.1% | Reduced |
| Prudential Financial Inc | 212,742 | $13.8M | 0.02% | −113,905−34.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 213,800 | $13.9M | 0.10% | +14,700+7.4% | Added |
| Millennium Management LLC | 219,666 | $14.3M | 0.02% | −174,981−44.3% | Reduced |
| New York State Teachers Retirement System | 223,956 | $14.5M | 0.04% | −3,639−1.6% | Reduced |
| Bridgeway Capital Management, LLC | 226,900 | $14.7M | 0.38% | 00.0% | Unchanged |
| Franklin Resources Inc | 228,413 | $14.8M | 0.01% | +5,297+2.4% | Added |
| Fisher Asset Management, LLC | 229,121 | $14.9M | 0.01% | −54,973−19.4% | Reduced |
| American International Group, Inc. | 229,200 | $14.9M | 0.10% | −17,077−6.9% | Reduced |
| Paradigm Capital Management Inc | 235,450 | $15.3M | 1.01% | −2,700−1.1% | Reduced |
| 683 Capital Management, LLC | 240,000 | $15.6M | 1.40% | −150,000−38.5% | Reduced |
| New York State Common Retirement Fund | 246,840 | $16.0M | 0.02% | +42,615+20.9% | Added |
| UBS Asset Management Americas Inc | 251,145 | $16.3M | 0.01% | −12,032−4.6% | Reduced |
| RBF Capital, LLC | 258,711 | $16.8M | 1.27% | +90.0% | Added |
| Citadel Advisors LLC | 262,221 | $17.0M | 0.02% | +71,901+37.8% | Added |
| Scopus Asset Management, L.P. | 275,000 | $17.8M | 0.72% | +75,000+37.5% | Added |
| Ensign Peak Advisors, Inc | 275,266 | $17.9M | 0.04% | −12,729−4.4% | Reduced |
| Neuberger Berman Group LLC | 280,952 | $18.2M | 0.02% | +804+0.3% | Added |
| Amundi | 273,110 | $18.8M | 0.01% | +272,982+213,267.2% | Added |
| JB Capital Partners LP | 292,265 | $19.0M | 4.98% | 00.0% | Unchanged |
| Soapstone Management L.P. | 295,000 | $19.1M | 8.07% | −105,000−26.3% | Reduced |
| Bank of America Corp | 295,232 | $19.2M | 0.00% | −403,712−57.8% | 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 |
| American Century Companies Inc | 305,404 | $19.8M | 0.02% | −18,191−5.6% | Reduced |
| State of Wisconsin Investment Board | 322,566 | $20.9M | 0.07% | −19,790−5.8% | Reduced |
| Legal & General Group Plc | 326,231 | $21.2M | 0.01% | −180,984−35.7% | Reduced |
| Royce & Associates LP | 328,702 | $21.3M | 0.22% | +7,055+2.2% | Added |
| Ameriprise Financial Inc | 340,889 | $22.1M | 0.01% | −42,204−11.0% | Reduced |
| Brandywine Global Investment Management, LLC | 341,091 | $22.1M | 0.17% | +113,400+49.8% | Added |
| California Public Employees Retirement System | 344,623 | $22.4M | 0.02% | −48,665−12.4% | Reduced |
| Deutsche Bank AG | 358,174 | $23.2M | 0.01% | +7,423+2.1% | Added |
| Retirement Systems of Alabama | 370,055 | $24.0M | 0.10% | −26,411−6.7% | Reduced |
| Swiss National Bank | 376,887 | $24.5M | 0.02% | −32,800−8.0% | Reduced |
| Qube Research & Technologies Ltd | 399,635 | $25.9M | 0.16% | +185,412+86.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 403,390 | $26.2M | 0.17% | −497,130−55.2% | Reduced |
| Cookson Peirce & Co Inc | 411,858 | $26.7M | 1.74% | +7,994+2.0% | Added |
| BNP Paribas Arbitrage, SA | 413,131 | $26.8M | 0.07% | −11,929−2.8% | Reduced |
| Artemis Investment Management LLP | 422,351 | $27.5M | 0.31% | +422,351 | New |
| Stadium Capital Management LLC | 432,740 | $28.1M | 19.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 445,769 | $28.9M | 0.04% | −12,331−2.7% | Reduced |
| Woodson Capital Management, LP | 460,000 | $29.8M | 5.86% | −70,000−13.2% | Reduced |
| LSV Asset Management | 460,800 | $29.9M | 0.07% | +70,400+18.0% | Added |
| Victory Capital Management Inc | 464,841 | $30.2M | 0.03% | +224,880+93.7% | Added |
| First Trust Advisors LP | 509,997 | $33.1M | 0.04% | +65,627+14.8% | Added |
| JPMorgan Chase & Co | 551,800 | $35.8M | 0.01% | +35,093+6.8% | Added |
| Pictet Asset Management SA | 572,072 | $37.1M | 0.05% | +30,556+5.6% | Added |
| Principal Financial Group Inc | 577,116 | $37.4M | 0.03% | −220,982−27.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 593,370 | $38.5M | 0.62% | −44,100−6.9% | Reduced |
| Makena Capital Management LLC | 596,362 | $38.7M | 7.27% | −339,108−36.3% | Reduced |
| Nuveen Asset Management, LLC | 642,073 | $41.7M | 0.02% | −35,380−5.2% | Reduced |
| Goldentree Asset Management LP | 646,736 | $42.0M | 3.37% | −271,000−29.5% | Reduced |
| Rit Capital Partners PLC | 653,650 | $42.4M | 16.89% | +653,650 | New |
| O'Shaughnessy Asset Management, LLC | 675,208 | $43.8M | 0.71% | +215,563+46.9% | Added |
| Hyperion Capital Advisors LP | 700,000 | $45.4M | 22.44% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 721,202 | $46.8M | 0.01% | −71,106−9.0% | Reduced |
| Renaissance Technologies LLC | 725,741 | $47.1M | 0.06% | −45,500−5.9% | Reduced |
| Capital World Investors | 760,228 | $49.3M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 776,649 | $50.4M | 0.01% | −180,997−18.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 776,688 | $50.4M | 0.13% | −32,904−4.1% | Reduced |
| Southpoint Capital Advisors LP | 800,000 | $51.9M | 1.34% | +800,000 | New |
| Charles Schwab Investment Management Inc | 865,400 | $56.1M | 0.02% | −9,299−1.1% | Reduced |
| Alliancebernstein L.P. | 945,318 | $61.3M | 0.03% | −150,650−13.7% | Reduced |
| Samlyn Capital, LLC | 979,656 | $63.6M | 1.25% | −518,204−34.6% | Reduced |
| Evercore Wealth Management, LLC | 1,078,250 | $70.0M | 1.47% | +16,990+1.6% | Added |
| Northern Trust Corp | 1,106,033 | $71.8M | 0.02% | −62,135−5.3% | Reduced |
| Boston Partners | 1,116,833 | $72.4M | 0.10% | +1,091,716+4,346.5% | Added |
| Anomaly Capital Management, LP | 1,310,751 | $85.0M | 3.83% | +724,481+123.6% | Added |
| Norges Bank | 1,407,031 | $91.3M | 0.02% | −266,909−15.9% | Reduced |
| Invesco Ltd. | 1,415,728 | $91.9M | 0.03% | +451,080+46.8% | Added |
| Massachusetts Financial Services Co | 1,421,663 | $92.2M | 0.03% | +177,636+14.3% | Added |
| Morgan Stanley | 1,448,679 | $94.0M | 0.01% | +411,896+39.7% | Added |
| Bank of New York Mellon Corp | 1,479,644 | $96.0M | 0.02% | +62,000+4.4% | Added |
| Robotti Robert | 1,598,341 | $103.7M | 20.67% | −128,660−7.4% | Reduced |
| Assetmark, Inc | 1,640,303 | $106.4M | 0.46% | −205,425−11.1% | Reduced |