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 |
|---|---|---|---|---|---|
| Barclays PLC | 164,547 | $10.7M | 0.01% | −384,336−70.0% | Reduced |
| Raymond James & Associates | 158,103 | $10.3M | 0.01% | +15,087+10.5% | Added |
| South Dakota Investment Council | 141,190 | $9.16M | 0.20% | +52,390+59.0% | Added |
| Bridgewater Associates, LP | 139,871 | $9.07M | 0.05% | +48,415+52.9% | Added |
| Allianz Asset Management GmbH | 138,468 | $8.98M | 0.02% | +8,745+6.7% | Added |
| Winton Group Ltd | 137,440 | $8.92M | 0.59% | +137,440 | New |
| State Board of Administration of Florida Retirement System | 137,426 | $8.92M | 0.02% | −2,380−1.7% | Reduced |
| State of Tennessee, Treasury Department | 135,328 | $8.78M | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 133,499 | $8.66M | 0.08% | +19,510+17.1% | Added |
| Credit Suisse AG | 133,148 | $8.64M | 0.01% | −17,319−11.5% | Reduced |
| Royal Bank of Canada | 130,156 | $8.44M | 0.00% | −9,192−6.6% | Reduced |
| Cambiar Investors LLC | 127,644 | $8.28M | 0.38% | −2,298−1.8% | Reduced |
| LPL Financial LLC | 126,962 | $8.24M | 0.01% | +6,561+5.4% | Added |
| Great West Life Assurance Co | 119,982 | $7.79M | 0.02% | +7,593+6.8% | Added |
| Manufacturers Life Insurance Company, The | 119,047 | $7.72M | 0.00% | −7,816−6.2% | Reduced |
| Whittier Trust Co | 117,991 | $7.66M | 0.15% | +3,445+3.0% | Added |
| Kornitzer Capital Management Inc | 114,746 | $7.44M | 0.15% | −37,322−24.5% | Reduced |
| Waterfront Capital Partners, LLC | 112,212 | $7.28M | 0.60% | −62,788−35.9% | Reduced |
| First Republic Investment Management, Inc. | 107,445 | $6.97M | 0.02% | +8,961+9.1% | Added |
| Alberta Investment Management Corp | 101,700 | $6.60M | 0.06% | +37,100+57.4% | Added |
| ACK Asset Management LLC | 101,200 | $6.57M | 1.21% | −78,800−43.8% | Reduced |
| Crown Advisors Management, Inc. | 100,000 | $6.49M | 5.91% | 00.0% | Unchanged |
| Texas Permanent School Fund | 98,945 | $6.42M | 0.10% | −13,303−11.9% | Reduced |
| ExodusPoint Capital Management, LP | 95,883 | $6.22M | 0.10% | −54,681−36.3% | Reduced |
| Nicholas Company, Inc. | 95,179 | $6.18M | 0.13% | 00.0% | Unchanged |
| MetLife Investment Management | 92,627 | $6.01M | 0.05% | −7,568−7.6% | Reduced |
| Driehaus Capital Management LLC | 89,618 | $5.81M | 0.09% | +89,618 | New |
| State of New Jersey Common Pension Fund D | 89,495 | $5.81M | 0.02% | −10,793−10.8% | Reduced |
| Voya Investment Management LLC | 87,552 | $5.68M | 0.01% | −5,610−6.0% | Reduced |
| Ergoteles LLC | 83,181 | $5.40M | 0.20% | −38,157−31.4% | Reduced |
| Hennessy Advisors Inc | 81,500 | $5.29M | 0.35% | −1,600−1.9% | Reduced |
| Stifel Financial Corp | 81,453 | $5.28M | 0.01% | −23,362−22.3% | Reduced |
| Argent Capital Management LLC | 78,296 | $5.08M | 0.18% | −419−0.5% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 78,237 | $5.08M | 0.62% | −1,913−2.4% | Reduced |
| Yousif Capital Management, LLC | 77,056 | $5.00M | 0.07% | −4,198−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,808 | $4.98M | 0.05% | −3,500−4.4% | Reduced |
| Public Employees Retirement System of Ohio | 74,550 | $4.84M | 0.02% | −2,850−3.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 74,199 | $4.81M | 0.19% | −3,776−4.8% | Reduced |
| Zacks Investment Management | 72,823 | $4.72M | 0.07% | −7,029−8.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 72,388 | $4.70M | 0.04% | −219,156−75.2% | Reduced |
| Comerica Bank | 65,012 | $4.66M | 0.04% | −5,060−7.2% | Reduced |
| Nordea Investment Management AB | 71,710 | $4.62M | 0.01% | −5,016−6.5% | Reduced |
| Envestnet Asset Management Inc | 70,003 | $4.54M | 0.00% | −95,039−57.6% | Reduced |
| Advisor Group Holdings, Inc. | 69,530 | $4.51M | 0.01% | −34,564−33.2% | Reduced |
| Telemus Capital, LLC | 66,906 | $4.50M | 0.41% | −1,785−2.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 68,310 | $4.43M | 0.72% | −5,000−6.8% | Reduced |
| Treasurer of the State of North Carolina | 67,729 | $4.39M | 0.03% | +1,635+2.5% | Added |
| Hudson Value Partners, LLC | 67,223 | $4.36M | 2.68% | +803+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,208 | $4.30M | 0.04% | +4,327+7.0% | Added |
| Illinois Municipal Retirement Fund | 65,066 | $4.22M | 0.09% | +21,602+49.7% | Added |
| Clark Estates Inc | 63,200 | $4.10M | 0.85% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 63,042 | $4.09M | 0.75% | +63,042 | New |
| Susquehanna International Group, LLP | 62,912 | $4.08M | 0.01% | −206,765−76.7% | Reduced |
| Algert Global LLC | 62,465 | $4.05M | 0.22% | −85,628−57.8% | Reduced |
| Catalyst Capital Advisors LLC | 60,400 | $3.92M | 0.13% | −1,900−3.0% | Reduced |
| Russell Investments Group, Ltd. | 59,711 | $3.87M | 0.01% | −4,765−7.4% | Reduced |
| Canada Pension Plan Investment Board | 59,553 | $3.86M | 0.01% | +900+1.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 58,564 | $3.80M | 0.11% | +58,564 | New |
| Virginia Retirement Systems Et Al | 57,600 | $3.74M | 0.04% | +2,400+4.3% | Added |
| Ameritas Investment Partners, Inc. | 52,789 | $3.71M | 0.15% | −2,049−3.7% | Reduced |
| Teacher Retirement System of Texas | 57,212 | $3.71M | 0.03% | −16,829−22.7% | Reduced |
| Lisanti Capital Growth, LLC | 56,525 | $3.67M | 0.50% | +56,525 | New |
| Paradiem, LLC | 56,148 | $3.64M | 1.35% | +1,796+3.3% | Added |
| Tocqueville Asset Management L.P. | 55,686 | $3.61M | 0.07% | −10,579−16.0% | Reduced |
| Nomura Asset Management Co Ltd | 53,742 | $3.49M | 0.02% | +532+1.0% | Added |
| Quantinno Capital Management LP | 52,398 | $3.40M | 0.25% | +52,398 | New |
| Meeder Asset Management Inc | 52,140 | $3.38M | 0.30% | +1,412+2.8% | Added |
| Janus Henderson Group PLC | 51,659 | $3.35M | 0.00% | −3,121−5.7% | Reduced |
| Putnam Investments LLC | 51,402 | $3.33M | 0.01% | +51,402 | New |
| Navellier & Associates Inc | 51,081 | $3.31M | 0.68% | −2,430−4.5% | Reduced |
| Aviva PLC | 50,262 | $3.26M | 0.02% | +22,245+79.4% | Added |
| Altus Wealth Group LLC | 47,562 | $3.09M | 2.34% | +13,909+41.3% | Added |
| Gotham Asset Management, LLC | 46,487 | $3.02M | 0.08% | −76,192−62.1% | Reduced |
| CI Private Wealth, LLC | 46,177 | $3.00M | 0.01% | +46,177 | New |
| Kingfisher Capital LLC | 45,612 | $2.96M | 0.79% | +1,849+4.2% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 45,002 | $2.92M | 0.05% | −745−1.6% | Reduced |
| Arizona State Retirement System | 44,041 | $2.86M | 0.03% | −2,907−6.2% | Reduced |
| Vident Investment Advisory, LLC | 43,554 | $2.83M | 0.11% | +5,974+15.9% | Added |
| Oregon Public Employees Retirement Fund | 43,422 | $2.82M | 0.04% | −2,048−4.5% | Reduced |
| Westpac Banking Corp | 41,368 | $2.68M | 0.04% | −9,068−18.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 41,237 | $2.67M | 0.58% | +1,250+3.1% | Added |
| Thrivent Financial for Lutherans | 39,489 | $2.56M | 0.01% | −7,649−16.2% | Reduced |
| Louisiana State Employees Retirement System | 39,400 | $2.56M | 0.07% | −2,100−5.1% | Reduced |
| Beaconlight Capital, LLC | 39,118 | $2.54M | 1.48% | −91,227−70.0% | Reduced |
| Alaska Permanent Fund Corp | 38,400 | $2.49M | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 37,512 | $2.43M | 0.02% | −1,800−4.6% | Reduced |
| TownSquare Capital, LLC | 37,464 | $2.43M | 0.06% | +1,823+5.1% | Added |
| SEI Investments Co | 36,204 | $2.35M | 0.01% | −60,419−62.5% | Reduced |
| Essex Investment Management Co LLC | 36,024 | $2.34M | 0.36% | −348−1.0% | Reduced |
| Regal Investment Advisors LLC | 34,681 | $2.25M | 0.22% | +29,142+526.1% | Added |
| Hancock Whitney Corp | 33,022 | $2.14M | 0.08% | −11,075−25.1% | Reduced |
| Prudential PLC | 31,933 | $2.07M | 0.03% | −7,030−18.0% | Reduced |
| Marshall Wace, LLP | 30,092 | $1.95M | 0.01% | +16,656+124.0% | Added |
| Federated Hermes, Inc. | 29,948 | $1.94M | 0.01% | −5,600−15.8% | Reduced |
| Monument Capital Management | 29,944 | $1.94M | 0.66% | +1,653+5.8% | Added |
| Rafferty Asset Management, LLC | 29,149 | $1.89M | 0.02% | +5,117+21.3% | Added |
| LMR Partners LLP | 27,942 | $1.81M | 0.04% | −14,927−34.8% | Reduced |
| Empowered Funds, LLC | 27,522 | $1.79M | 0.12% | −18,283−39.9% | Reduced |
| Wall Street Access Asset Management, LLC | 27,250 | $1.77M | 1.33% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 27,065 | $1.76M | 0.28% | −513−1.9% | Reduced |