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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, 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.

Institutional holdersQ1 2023: 544 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 heldQ1 2023: $11.5B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q4 2022.

Institutions holding BLDR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Hawaiian Bank6,670$592.2K0.02%−2,110−24.0%Reduced
TFB Advisors LLC6,736$598.0K0.45%+349+5.5%Added
Financial Enhancement Group LLC5,069$604.2K0.12%−525−9.4%Reduced
Stratos Wealth Partners, LTD.6,823$605.7K0.02%−19,476−74.1%Reduced
Oppenheimer & Co Inc6,833$606.6K0.01%+859+14.4%Added
Maverick Capital LtdSuperinvestorMaverick Capital7,042$625.2K0.02%−1,440−17.0%Reduced
Cambridge Investment Research Advisors, Inc.7,135$633.0K0.00%+643+9.9%Added
Seelaus Asset Management LLC6,562$635.0K0.48%00.0%Unchanged
Cambria Investment Management, L.P.7,184$637.8K0.05%+7,184New
Wellington Shields & Co., LLC7,199$639.1K0.14%−624−8.0%Reduced
Silvercrest Asset Management Group LLC7,221$641.1K0.00%−5−0.1%Reduced
Empirical Finance, LLC7,243$643.0K0.06%00.0%Unchanged
Davenport & Co LLC7,253$643.9K0.01%−590−7.5%Reduced
Advisor Resource Council7,106$656.4K0.17%+7,106New
Nations Financial Group Inc,7,419$658.7K0.07%+445+6.4%Added
American Trust7,453$661.7K0.05%−3,725−33.3%Reduced
Shelton Capital Management7,469$663.1K0.03%00.0%Unchanged
Barnett & Company, Inc.7,560$671.2K0.51%+3,130+70.7%Added
Friedenthal Financial7,609$676.0K0.48%+7,609New
Truist Financial Corp7,739$687.1K0.00%+7,739New
Belpointe Asset Management LLC7,745$687.6K0.04%+4,982+180.3%Added
The PNC Financial Services Group, Inc.7,841$696.1K0.00%+304+4.0%Added
Mount Lucas Management LP7,958$706.5K0.24%−473−5.6%Reduced
Pecaut & Co.8,150$723.6K0.33%00.0%Unchanged
Ascent Group, LLC8,217$729.5K0.08%+1,592+24.0%Added
DuPont Capital Management Corp8,283$735.4K0.04%−13,868−62.6%Reduced
Keeley-Teton Advisors, LLC8,496$754.3K0.09%00.0%Unchanged
Atlas Capital Advisors LLC8,523$756.7K0.12%+5,902+225.2%Added
CIBC World Markets Inc.8,680$771.0K0.00%−1,633−15.8%Reduced
ProShare Advisors LLC8,756$777.4K0.00%−828−8.6%Reduced
Aigen Investment Management, LP8,816$782.7K0.11%+8,816New
Wolverine Trading, LLC9,137$788.0K0.02%+1,656+22.1%Added
Edgestream Partners, L.P.8,913$791.3K0.09%+4,202+89.2%Added
Invst, LLC8,865$816.5K0.13%+8,865New
Occudo Quantitative Strategies LP9,205$817.2K0.07%+9,205New
Lighthouse Investment Partners, LLC9,414$835.8K0.07%−53,628−85.1%Reduced
Group One Trading, L.P.9,483$841.9K0.04%+9,483New
Kendall Capital Management9,565$849.0K0.41%+1,890+24.6%Added
Echo Street Capital Management LLC9,565$849.2K0.01%+3,101+48.0%Added
PDT Partners, LLC9,649$856.6K0.12%+9,649New
CTC Capital Management, LLC9,700$861.2K1.80%+9,700New
Tectonic Advisors LLC10,258$910.7K0.12%+1,366+15.4%Added
Raymond James Financial Services Advisors, Inc.10,438$926.7K0.00%+1,756+20.2%Added
Brookfield Asset Management Inc.11,042$980.3K0.00%+11,042New
Pitcairn Co11,105$985.9K0.09%+11,105New
King Luther Capital Management Corp11,393$1.01M0.01%−290−2.5%Reduced
Shell Asset Management Co11,431$1.01M0.04%−40−0.3%Reduced
Proficio Capital Partners LLC11,463$1.02M0.16%−1,122−8.9%Reduced
Maryland State Retirement & Pension System11,500$1.02M0.02%−457−3.8%Reduced
TrimTabs Asset Management, LLC11,959$1.06M0.57%+11,959New
Commonwealth Equity Services, LLC12,049$1.07M0.00%+2,425+25.2%Added
Creative Planning12,072$1.07M0.00%+7,238+149.7%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,107$1.07M0.05%+1,096+10.0%Added
HSBC Holdings PLC12,220$1.09M0.00%−8,110−39.9%Reduced
Lazard Asset Management LLC12,287$1.09M0.00%+22+0.2%Added
B. Metzler seel. Sohn & Co. AG12,582$1.12M0.02%−1,882−13.0%Reduced
SummerHaven Investment Management, LLC12,612$1.12M0.65%+198+1.6%Added
BI Asset Management Fondsmaeglerselskab A/S12,779$1.14M0.03%+11,355+797.4%Added
Mercer Global Advisors Inc12,878$1.14M0.01%+432+3.5%Added
M&T Bank Corp12,891$1.14M0.00%−635−4.7%Reduced
Verdence Capital Advisors LLC13,323$1.18M0.14%−69−0.5%Reduced
Securian Asset Management, Inc13,404$1.19M0.03%−121−0.9%Reduced
Polianta Ltd13,500$1.20M0.55%+1,700+14.4%Added
Daiwa Securities Group Inc.13,600$1.21M0.01%+4,000+41.7%Added
US Bancorp13,692$1.22M0.00%−1,355−9.0%Reduced
Penbrook Management LLC13,718$1.22M0.96%−131−0.9%Reduced
Mariner, LLC13,755$1.22M0.00%+3,208+30.4%Added
LMCG Investments, LLC14,108$1.25M0.08%+327+2.4%Added
Dark Forest Capital Management LP14,164$1.26M0.30%+12,493+747.6%Added
Kempen Capital Management N.V.14,500$1.29M0.02%−672−4.4%Reduced
AIA Group Ltd14,600$1.30M0.07%+14,600New
Blair William & Co14,639$1.30M0.01%−784−5.1%Reduced
Glenmede Trust Co NA15,029$1.33M0.01%+1,921+14.7%Added
Highlander Capital Management, LLC15,040$1.33M0.65%00.0%Unchanged
Legato Capital Management LLC15,048$1.34M0.24%−1,649−9.9%Reduced
Blueshift Asset Management, LLC15,516$1.38M0.58%+15,516New
Formula Growth Ltd16,134$1.43M0.46%00.0%Unchanged
Symmetry Partners, LLC16,251$1.44M0.08%−417−2.5%Reduced
Walleye Capital LLC16,275$1.44M0.03%+16,275New
Jump Financial, LLC16,281$1.45M0.06%+7,115+77.6%Added
Schroder Investment Management Group16,604$1.47M0.00%+13,342+409.0%Added
Affinity Investment Advisors, LLC16,616$1.48M0.79%−741−4.3%Reduced
Paragon Capital Management Inc16,690$1.48M1.29%−1,377−7.6%Reduced
HighTower Advisors, LLC17,034$1.51M0.00%+679+4.2%Added
Redwood Investment Management, LLC17,600$1.56M0.17%−5,163−22.7%Reduced
Vaughan Nelson Investment Management, L.P.17,770$1.58M0.02%−3,575−16.7%Reduced
Globeflex Capital L P17,819$1.58M0.19%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd18,005$1.60M0.19%+5,307+41.8%Added
STRS Ohio18,307$1.63M0.01%−1,824−9.1%Reduced
Mezzasalma Advisors, LLC18,450$1.64M1.16%+18,450New
Shufro Rose & Co LLC18,700$1.66M0.15%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)18,982$1.69M0.01%−2,964−13.5%Reduced
MAI Capital Management18,997$1.69M0.03%+6,780+55.5%Added
Hook Mill Capital Partners, LP22,343$1.69M1.26%+19,061+580.8%Added
JustInvest LLC19,539$1.73M0.06%+1,602+8.9%Added
Xponance, Inc.19,692$1.75M0.03%−16−0.1%Reduced
Brown Advisory Inc19,763$1.75M0.00%−1,139−5.4%Reduced
Guggenheim Capital LLC19,845$1.76M0.01%−5,451−21.5%Reduced
Estate Counselors, LLC19,920$1.77M0.23%−255−1.3%Reduced
Campbell & CO Investment Adviser LLC20,135$1.79M0.33%+15,578+341.8%Added