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, Q1 2023
Institutional positions in Builders FirstSource, Inc. as of Mar 31, 2023. 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
- 544
- +31 vs. Q4 2022
- Shares held
- 130.0M
- −9.08M (−6.5%) vs. Q4 2022
- Total value
- $11.5B
- +$2.46B (+27.3%) vs. Q4 2022
- New holders
- 98
- 160 more added
- Sold out
- 67
- 224 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,500,378 | $1.29B | 0.03% | −126,068−0.9% | Reduced |
| BlackRock Inc. | 13,710,387 | $1.22B | 0.04% | −424,416−3.0% | Reduced |
| Wellington Management Group LLP | 13,193,261 | $1.17B | 0.23% | −16,259−0.1% | Reduced |
| FMR LLC | 10,469,993 | $929.5M | 0.09% | −509,538−4.6% | Reduced |
| State Street Corp | 4,552,723 | $404.2M | 0.02% | +17,357+0.4% | Added |
| Dimensional Fund Advisors LP | 4,376,602 | $388.5M | 0.13% | −166,261−3.7% | Reduced |
| William Blair Investment Management, LLC | 4,118,744 | $365.7M | 1.27% | −273,194−6.2% | Reduced |
| Pacer Advisors, Inc. | 2,350,245 | $208.7M | 0.89% | −99,553−4.1% | Reduced |
| Geode Capital Management, LLC | 2,138,839 | $190.8M | 0.02% | +35,562+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,675,551 | $148.8M | 0.25% | −448,488−21.1% | Reduced |
| Assetmark, Inc | 1,626,645 | $144.4M | 0.60% | −13,658−0.8% | Reduced |
| Anomaly Capital Management, LP | 1,547,725 | $137.4M | 6.05% | +236,974+18.1% | Added |
| Dendur Capital LP | 1,507,355 | $133.8M | 23.13% | −250,000−14.2% | Reduced |
| Frontier Capital Management Co LLC | 1,507,341 | $133.8M | 1.38% | −999,005−39.9% | Reduced |
| Bank of New York Mellon Corp | 1,465,231 | $130.1M | 0.03% | −14,413−1.0% | Reduced |
| AQR Capital Management LLC | 1,451,576 | $126.2M | 0.28% | −453,194−23.8% | Reduced |
| Robotti Robert | 1,365,622 | $121.2M | 21.35% | −232,719−14.6% | Reduced |
| Norges Bank | 1,315,973 | $116.8M | 0.03% | −91,058−6.5% | Reduced |
| Southpoint Capital Advisors LP | 1,300,000 | $115.4M | 2.62% | +500,000+62.5% | Added |
| Conifer Management, L.L.C. | 1,200,000 | $106.5M | 12.79% | −800,000−40.0% | Reduced |
| Massachusetts Financial Services Co | 1,136,383 | $100.9M | 0.03% | −285,280−20.1% | Reduced |
| Morgan Stanley | 1,134,729 | $100.7M | 0.01% | −313,950−21.7% | Reduced |
| Boston Partners | 1,122,536 | $99.4M | 0.14% | +5,703+0.5% | Added |
| Northern Trust Corp | 1,095,255 | $97.2M | 0.02% | −10,778−1.0% | Reduced |
| Renaissance Technologies LLC | 973,841 | $86.5M | 0.11% | +248,100+34.2% | Added |
| Evercore Wealth Management, LLC | 934,842 | $83.0M | 1.65% | −143,408−13.3% | Reduced |
| Charles Schwab Investment Management Inc | 870,744 | $77.3M | 0.02% | +5,344+0.6% | Added |
| Invesco Ltd. | 822,093 | $73.0M | 0.02% | −593,635−41.9% | Reduced |
| Alliancebernstein L.P. | 817,427 | $72.6M | 0.03% | −127,891−13.5% | Reduced |
| Artemis Investment Management LLP | 811,186 | $71.9M | 0.88% | +388,835+92.1% | Added |
| O'Shaughnessy Asset Management, LLC | 765,089 | $67.9M | 1.07% | +89,881+13.3% | Added |
| Capital World Investors | 760,228 | $67.5M | 0.01% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 731,158 | $64.9M | 0.46% | +731,158 | New |
| Price T Rowe Associates Inc | 723,468 | $64.2M | 0.01% | −53,181−6.8% | Reduced |
| JPMorgan Chase & Co | 680,473 | $60.4M | 0.01% | +128,673+23.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 653,813 | $58.0M | 0.14% | −122,875−15.8% | Reduced |
| Samlyn Capital, LLC | 620,908 | $55.1M | 1.01% | −358,748−36.6% | Reduced |
| Nuveen Asset Management, LLC | 607,598 | $53.9M | 0.02% | −34,475−5.4% | Reduced |
| Principal Financial Group Inc | 582,315 | $51.7M | 0.04% | +5,199+0.9% | Added |
| Goldentree Asset Management LP | 532,752 | $47.3M | 4.43% | −113,984−17.6% | Reduced |
| Bank of America Corp | 526,461 | $46.7M | 0.01% | +231,229+78.3% | Added |
| Neuberger Berman Group LLC | 515,031 | $45.7M | 0.04% | +234,079+83.3% | Added |
| Hyperion Capital Advisors LP | 500,000 | $44.4M | 21.32% | −200,000−28.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 487,350 | $43.3M | 0.70% | −106,020−17.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 485,578 | $43.1M | 0.06% | +485,578 | New |
| Victory Capital Management Inc | 477,846 | $42.4M | 0.05% | +13,005+2.8% | Added |
| LSV Asset Management | 456,900 | $40.6M | 0.09% | −3,900−0.8% | Reduced |
| Lord, Abbett & Co. LLC | 442,591 | $39.3M | 0.14% | +442,591 | New |
| Rit Capital Partners PLC | 440,722 | $39.1M | 13.19% | −212,928−32.6% | Reduced |
| Rhumbline Advisers | 436,476 | $38.8M | 0.05% | −9,293−2.1% | Reduced |
| Cookson Peirce & Co Inc | 416,261 | $37.0M | 2.37% | +4,403+1.1% | Added |
| First Trust Advisors LP | 410,539 | $36.4M | 0.04% | −99,458−19.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 389,432 | $34.6M | 0.20% | −13,958−3.5% | Reduced |
| Stadium Capital Management LLC | 387,140 | $34.4M | 23.33% | −45,600−10.5% | Reduced |
| Woodson Capital Management, LP | 370,000 | $32.8M | 5.79% | −90,000−19.6% | Reduced |
| Retirement Systems of Alabama | 347,540 | $30.9M | 0.13% | −22,515−6.1% | Reduced |
| Deutsche Bank AG | 344,566 | $30.6M | 0.02% | −13,608−3.8% | Reduced |
| Commerce Bank | 344,263 | $30.6M | 0.24% | +344,263 | New |
| Brandywine Global Investment Management, LLC | 337,418 | $30.0M | 0.24% | −3,673−1.1% | Reduced |
| Goldman Sachs Group Inc | 334,946 | $29.7M | 0.01% | −386,256−53.6% | Reduced |
| Legal & General Group Plc | 334,034 | $29.7M | 0.01% | +7,803+2.4% | Added |
| Swiss National Bank | 315,287 | $28.0M | 0.02% | −61,600−16.3% | Reduced |
| Ameriprise Financial Inc | 310,447 | $27.6M | 0.01% | −30,442−8.9% | Reduced |
| Hill City Capital, LP | 300,000 | $26.6M | 5.23% | 00.0% | Unchanged |
| JB Capital Partners LP | 292,265 | $25.9M | 6.43% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 291,817 | $25.9M | 0.08% | −30,749−9.5% | Reduced |
| Driehaus Capital Management LLC | 289,201 | $25.7M | 0.36% | +199,583+222.7% | Added |
| BNP Paribas Arbitrage, SA | 286,975 | $25.5M | 0.05% | −126,156−30.5% | Reduced |
| California Public Employees Retirement System | 284,634 | $25.3M | 0.02% | −59,989−17.4% | Reduced |
| Balyasny Asset Management LLC | 276,943 | $24.6M | 0.08% | +276,943 | New |
| Fisher Asset Management, LLC | 276,660 | $24.6M | 0.01% | +47,539+20.7% | Added |
| Soapstone Management L.P. | 260,000 | $23.1M | 10.31% | −35,000−11.9% | Reduced |
| RBF Capital, LLC | 258,711 | $23.0M | 1.67% | 00.0% | Unchanged |
| American Century Companies Inc | 243,718 | $21.6M | 0.02% | −61,686−20.2% | Reduced |
| UBS Asset Management Americas Inc | 242,037 | $21.5M | 0.01% | −9,108−3.6% | Reduced |
| Millennium Management LLC | 241,123 | $21.4M | 0.02% | +21,457+9.8% | Added |
| Royce & Associates LP | 239,072 | $21.2M | 0.21% | −89,630−27.3% | Reduced |
| Pictet Asset Management SA | 233,785 | $20.8M | 0.03% | −338,287−59.1% | Reduced |
| New York State Common Retirement Fund | 229,569 | $20.4M | 0.03% | −17,271−7.0% | Reduced |
| American International Group, Inc. | 227,072 | $20.2M | 0.13% | −2,128−0.9% | Reduced |
| Amundi | 231,587 | $19.9M | 0.01% | −41,523−15.2% | Reduced |
| New York State Teachers Retirement System | 219,970 | $19.5M | 0.05% | −3,986−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 210,330 | $18.7M | 0.04% | −64,936−23.6% | Reduced |
| Man Group plc | – | $18.6M | 0.07% | – | – |
| Mutual of America Capital Management LLC | 205,357 | $18.2M | 0.22% | −4,709−2.2% | Reduced |
| Scopus Asset Management, L.P. | 195,000 | $17.3M | 0.64% | −80,000−29.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 189,888 | $16.9M | 1.09% | −17,292−8.3% | Reduced |
| California State Teachers Retirement System | 182,765 | $16.2M | 0.02% | −11,455−5.9% | Reduced |
| Cerity Partners LLC | 182,731 | $16.2M | 0.08% | +182,731 | New |
| Hodges Capital Management Inc. | 133,336 | $15.9M | 1.30% | −66,923−33.4% | Reduced |
| Point72 Asset Management, L.P. | 178,371 | $15.8M | 0.06% | +178,371 | New |
| Royal Bank of Canada | 174,551 | $15.5M | 0.00% | +44,395+34.1% | Added |
| Panagora Asset Management Inc | 173,151 | $15.4M | 0.10% | +165,879+2,281.1% | Added |
| GoodHaven Capital Management, LLC | 172,440 | $15.3M | 9.85% | −600.0% | Reduced |
| Franklin Resources Inc | 171,106 | $15.2M | 0.01% | −57,307−25.1% | Reduced |
| Bridgeway Capital Management, LLC | 166,000 | $14.7M | 0.39% | −60,900−26.8% | Reduced |
| Bridgewater Associates, LP | 160,797 | $14.3M | 0.09% | +20,926+15.0% | Added |
| 683 Capital Management, LLC | 160,000 | $14.2M | 1.27% | −80,000−33.3% | Reduced |
| Wells Fargo & Company | 159,334 | $14.1M | 0.00% | −33,930−17.6% | Reduced |
| Thornburg Investment Management Inc | 157,124 | $13.9M | 0.23% | −28,649−15.4% | Reduced |