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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.

Institutional holdersQ4 2022: 518 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 heldQ4 2022: $9.03B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q3 2022.

Institutions holding BLDR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Dendur Capital LP1,757,355$114.0M21.87%−463,320−20.9%Reduced
AQR Capital Management LLC1,904,770$122.8M0.28%−32,905−1.7%Reduced
Conifer Management, L.L.C.2,000,000$129.8M15.79%−500,000−20.0%Reduced
Geode Capital Management, LLC2,103,277$137.1M0.02%−71,887−3.3%Reduced
Allspring Global Investments Holdings, LLC2,124,039$137.8M0.24%−64,018−2.9%Reduced
Pacer Advisors, Inc.2,449,798$158.9M0.81%+1,059,684+76.2%Added
Frontier Capital Management Co LLC2,506,346$162.6M1.77%+329,762+15.2%Added
Coliseum Capital Management, LLC3,596,486$233.3M17.39%−2,173,117−37.7%Reduced
William Blair Investment Management, LLC4,391,938$284.9M1.09%−656,276−13.0%Reduced
State Street Corp4,535,366$294.3M0.02%−456,944−9.2%Reduced
Dimensional Fund Advisors LP4,542,863$294.7M0.10%−21,050−0.5%Reduced
FMR LLC10,979,531$712.4M0.07%−1,575,850−12.6%Reduced
Wellington Management Group LLP13,209,520$857.0M0.17%−1,483,657−10.1%Reduced
BlackRock Inc.14,134,803$917.1M0.03%−489,845−3.3%Reduced
Vanguard Group Inc14,626,446$949.0M0.03%−488,233−3.2%Reduced
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Tfo-TDC, LLC12––+12New
Sofos Investments, Inc.65––−348−84.3%Reduced
Select Equity Group, L.P.0$00.00%−305,742−100.0%Sold out
One Fin Capital Management LP0$00.00%−300,000−100.0%Sold out
Duquesne Family Office LLCSuperinvestorDuquesne Family Office0$00.00%−169,620−100.0%Sold out
Robeco Schweiz AG0$00.00%−122,603−100.0%Sold out
Taika Capital, LP0$00.00%−83,245−100.0%Sold out
Platte River Wealth Advisors, LLC0$00.00%−67,618−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−54,530−100.0%Sold out
Wakefield Asset Management LLLP0$00.00%−41,728−100.0%Sold out
DFPG Investments, LLC0$00.00%−38,117−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−35,287−100.0%Sold out
ETF Managers Group, LLC0$00.00%−29,938−100.0%Sold out
Cerity Partners LLC0$00.00%−29,086−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−27,740−100.0%Sold out
Hiddenite Capital Partners LP0$00.00%−27,100−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−25,800−100.0%Sold out
Oberweis Asset Management Inc0$00.00%−19,530−100.0%Sold out
Truist Financial Corp0$00.00%−17,964−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−15,917−100.0%Sold out
Donoghue Forlines LLC0$00.00%−11,717−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−10,718−100.0%Sold out
Park Avenue Securities LLC0$00.00%−8,745−100.0%Sold out
Group One Trading, L.P.0$00.00%−8,268−100.0%Sold out
Livforsakringsbolaget Skandia, Omsesidigt0$00.00%−7,800−100.0%Sold out
Walleye Capital LLC0$00.00%−7,568−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−6,941−100.0%Sold out
Crestline Management, LP0$00.00%−6,845−100.0%Sold out
Old Well Partners, LLC0$00.00%−6,400−100.0%Sold out
Element Capital Management LLC0$00.00%−6,272−100.0%Sold out
Advisor Resource Council0$00.00%−4,593−100.0%Sold out
AXA S.A.0$00.00%−4,500−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−4,518−100.0%Sold out
J2 Capital Management Inc0$00.00%−4,195−100.0%Sold out
Maven Securities LTD0$00.00%−3,800−100.0%Sold out
Continuum Advisory, LLC0$00.00%−3,681−100.0%Sold out
New York Life Investment Management LLC0$00.00%−3,411−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,666−100.0%Sold out
Cutler Group LP0$00.00%−1,594−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−1,135−100.0%Sold out
Ancora Advisors, LLC0$00.00%−712−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−600−100.0%Sold out
Goodwin Investment Advisory0$00.00%−500−100.0%Sold out
Simplex Trading, LLC0$00.00%−223−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−134−100.0%Sold out
Global Trust Asset Management, LLC0$00.00%−100−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−100−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−100−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−73−100.0%Sold out
HM Payson & Co0$00.00%−40−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−32−100.0%Sold out
NewSquare Capital LLC0$00.00%−15−100.0%Sold out
Eaton Vance Management––––Not filed
Bowling Portfolio Management LLC––––Not filed
Balasa Dinverno & Foltz LLC––––Not filed
Wilen Investment Management Corp.––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Portfolios Advisors––––Not filed