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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 20,274 | $1.80M | 0.02% | −328−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 20,302 | $1.80M | 0.04% | −1,956−8.8% | Reduced |
| Pinebridge Investments, L.P. | 20,301 | $1.80M | 0.02% | +6,356+45.6% | Added |
| DekaBank Deutsche Girozentrale | 21,044 | $1.81M | 0.00% | −32−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 20,373 | $1.81M | 0.01% | −3,860−15.9% | Reduced |
| Thoroughbred Financial Services, LLC | 20,503 | $1.82M | 0.27% | +50+0.2% | Added |
| Bank of Montreal | 20,558 | $1.83M | 0.00% | −2,251−9.9% | Reduced |
| Aviva PLC | 20,625 | $1.83M | 0.01% | −29,637−59.0% | Reduced |
| Winton Group Ltd | 21,166 | $1.88M | 0.11% | −116,274−84.6% | Reduced |
| Captrust Financial Advisors | 21,187 | $1.88M | 0.01% | +187+0.9% | Added |
| Stephens Inc | 21,335 | $1.89M | 0.04% | +15,962+297.1% | Added |
| Miller Value Partners, LLC | 21,500 | $1.91M | 0.12% | 00.0% | Unchanged |
| Turtle Creek Asset Management Inc. | 21,550 | $1.91M | 0.06% | +6,800+46.1% | Added |
| Strategic Investment Advisors | 21,721 | $1.93M | 0.35% | +2,117+10.8% | Added |
| Graham Capital Wealth Management, LLC | 21,937 | $1.95M | 2.81% | −941−4.1% | Reduced |
| Ontario Teachers Pension Plan Board | 22,029 | $1.96M | 0.02% | −4,304−16.3% | Reduced |
| Jefferies Financial Group Inc. | 22,500 | $2.00M | 0.04% | +22,500 | New |
| Empowered Funds, LLC | 23,083 | $2.05M | 0.12% | −4,439−16.1% | Reduced |
| Connectus Wealth, LLC | 24,089 | $2.14M | 0.05% | +2,640+12.3% | Added |
| Two Sigma Investments, LP | 24,100 | $2.14M | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 24,319 | $2.16M | 0.01% | +9,615+65.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 24,725 | $2.19M | 0.05% | −33,839−57.8% | Reduced |
| Van Eck Associates Corp | 24,752 | $2.20M | 0.01% | +18,295+283.3% | Added |
| Natixis Advisors, L.P. | 25,166 | $2.23M | 0.01% | +8,236+48.6% | Added |
| Janney Montgomery Scott LLC | 25,398 | $2.25M | 0.01% | +14,963+143.4% | Added |
| Epacria Capital Partners, LLC | 25,893 | $2.30M | 1.80% | 00.0% | Unchanged |
| Utah Retirement Systems | 25,900 | $2.30M | 0.03% | +100+0.4% | Added |
| New Mexico Educational Retirement Board | 26,700 | $2.37M | 0.12% | +2,400+9.9% | Added |
| Toroso Investments, LLC | 26,811 | $2.38M | 0.08% | +19,843+284.8% | Added |
| Wall Street Access Asset Management, LLC | 27,250 | $2.42M | 1.60% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 28,361 | $2.52M | 0.08% | +28,361 | New |
| National Bank of Canada | 28,330 | $2.54M | 0.01% | +26,025+1,129.1% | Added |
| CWM Advisors, LLC | 28,952 | $2.57M | 0.33% | +5,670+24.4% | Added |
| Monument Capital Management | 29,758 | $2.64M | 0.88% | −186−0.6% | Reduced |
| FORA Capital, LLC | 29,894 | $2.65M | 0.27% | +29,894 | New |
| Verition Fund Management LLC | 29,927 | $2.66M | 0.04% | +13,096+77.8% | Added |
| Interval Partners, LP | 30,000 | $2.66M | 0.15% | +30,000 | New |
| Prudential PLC | 30,187 | $2.68M | 0.03% | −1,746−5.5% | Reduced |
| Rafferty Asset Management, LLC | 30,887 | $2.74M | 0.02% | +1,738+6.0% | Added |
| Prudential Financial Inc | 46,661 | $2.75M | 0.00% | −166,081−78.1% | Reduced |
| Handelsbanken Fonder AB | 31,319 | $2.78M | 0.02% | +7,000+28.8% | Added |
| Federated Hermes, Inc. | 31,441 | $2.79M | 0.01% | +1,493+5.0% | Added |
| Symmetry Investments LP | 32,325 | $2.87M | 1.37% | +32,325 | New |
| Zacks Investment Management | 32,374 | $2.87M | 0.04% | −40,449−55.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 32,652 | $2.90M | 0.07% | +19,032+139.7% | Added |
| Cubist Systematic Strategies, LLC | 33,108 | $2.94M | 0.03% | +19,358+140.8% | Added |
| Ritholtz Wealth Management | 33,924 | $3.01M | 0.15% | +27,092+396.5% | Added |
| Hennessy Advisors Inc | 34,600 | $3.07M | 0.23% | −46,900−57.5% | Reduced |
| Burney Co | 34,698 | $3.08M | 0.15% | +27,659+392.9% | Added |
| Meeder Asset Management Inc | 36,495 | $3.24M | 0.26% | −15,645−30.0% | Reduced |
| State of Michigan Retirement System | 37,212 | $3.30M | 0.02% | −300−0.8% | Reduced |
| Essex Investment Management Co LLC | 38,298 | $3.40M | 0.49% | +2,274+6.3% | Added |
| Louisiana State Employees Retirement System | 39,000 | $3.46M | 0.09% | −400−1.0% | Reduced |
| Thrivent Financial for Lutherans | 39,111 | $3.47M | 0.01% | −378−1.0% | Reduced |
| SG Americas Securities, LLC | 39,301 | $3.49M | 0.05% | +34,943+801.8% | Added |
| Regal Investment Advisors LLC | 39,429 | $3.50M | 0.31% | +4,748+13.7% | Added |
| Hancock Whitney Corp | 40,105 | $3.56M | 0.14% | +7,083+21.4% | Added |
| Prescott Group Capital Management, L.L.C. | 41,237 | $3.66M | 0.85% | 00.0% | Unchanged |
| Arizona State Retirement System | 42,327 | $3.76M | 0.03% | −1,714−3.9% | Reduced |
| Algert Global LLC | 42,433 | $3.77M | 0.18% | −20,032−32.1% | Reduced |
| Oregon Public Employees Retirement Fund | 43,131 | $3.83M | 0.05% | −291−0.7% | Reduced |
| Nilsine Partners, LLC | 44,602 | $3.96M | 0.62% | +44,602 | New |
| Jacobs Levy Equity Management, Inc | 44,613 | $3.96M | 0.02% | +44,613 | New |
| Canada Pension Plan Investment Board | 45,000 | $4.00M | 0.01% | −14,553−24.4% | Reduced |
| Virginia Retirement Systems Et Al | 45,000 | $4.00M | 0.04% | −12,600−21.9% | Reduced |
| Gotham Asset Management, LLC | 45,040 | $4.00M | 0.10% | −1,447−3.1% | Reduced |
| Tocqueville Asset Management L.P. | 45,096 | $4.00M | 0.08% | −10,590−19.0% | Reduced |
| Kingfisher Capital LLC | 45,746 | $4.06M | 1.07% | +134+0.3% | Added |
| EAM Global Investors LLC | 45,893 | $4.07M | 1.14% | +45,893 | New |
| Skandinaviska Enskilda Banken AB (publ) | 46,900 | $4.16M | 0.03% | −166,900−78.1% | Reduced |
| ExodusPoint Capital Management, LP | 48,958 | $4.35M | 0.05% | −46,925−48.9% | Reduced |
| Quantinno Capital Management LP | 49,069 | $4.36M | 0.29% | −3,329−6.4% | Reduced |
| Navellier & Associates Inc | 49,787 | $4.42M | 0.93% | −1,294−2.5% | Reduced |
| Scout Investments, Inc. | 49,909 | $4.43M | 0.09% | +49,909 | New |
| Ruane, Cunniff & Goldfarb L.P. | 49,975 | $4.44M | 0.07% | +4,973+11.1% | Added |
| Teacher Retirement System of Texas | 51,633 | $4.58M | 0.03% | −5,579−9.8% | Reduced |
| Ameritas Investment Partners, Inc. | 52,169 | $4.63M | 0.18% | −620−1.2% | Reduced |
| Telemus Capital, LLC | 52,177 | $4.63M | 0.41% | −14,729−22.0% | Reduced |
| Paradiem, LLC | 52,681 | $4.68M | 1.45% | −3,467−6.2% | Reduced |
| Clark Estates Inc | 52,700 | $4.68M | 0.93% | −10,500−16.6% | Reduced |
| Argent Capital Management LLC | 53,959 | $4.79M | 0.17% | −24,337−31.1% | Reduced |
| Nomura Asset Management Co Ltd | 54,112 | $4.80M | 0.03% | +370+0.7% | Added |
| Citadel Advisors LLC | 55,249 | $4.91M | 0.01% | −206,972−78.9% | Reduced |
| Westpac Banking Corp | 55,732 | $4.95M | 0.07% | +14,364+34.7% | Added |
| Catalyst Capital Advisors LLC | 56,450 | $5.01M | 0.15% | −3,950−6.5% | Reduced |
| Lisanti Capital Growth, LLC | 56,935 | $5.05M | 0.71% | +410+0.7% | Added |
| CI Private Wealth, LLC | 56,937 | $5.06M | 0.01% | +10,760+23.3% | Added |
| LMR Partners LLP | 57,287 | $5.09M | 0.11% | +29,345+105.0% | Added |
| Altus Wealth Group LLC | 57,507 | $5.11M | 3.44% | +9,945+20.9% | Added |
| Envestnet Asset Management Inc | 844,518 | $5.18M | 0.00% | +774,515+1,106.4% | Added |
| Point72 Middle East FZE | 58,766 | $5.22M | 0.30% | +58,766 | New |
| Russell Investments Group, Ltd. | 59,882 | $5.32M | 0.01% | +171+0.3% | Added |
| Advisor Group Holdings, Inc. | 60,078 | $5.33M | 0.01% | −9,452−13.6% | Reduced |
| Hudson Value Partners, LLC | 60,088 | $5.33M | 3.03% | −7,135−10.6% | Reduced |
| Illinois Municipal Retirement Fund | 65,066 | $5.78M | 0.12% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,289 | $5.89M | 0.05% | +81+0.1% | Added |
| Wedge Capital Management L L P | 68,172 | $6.05M | 0.10% | +63,458+1,346.2% | Added |
| Treasurer of the State of North Carolina | 68,446 | $6.08M | 0.03% | +717+1.1% | Added |
| Picton Mahoney Asset Management | 68,480 | $6.08M | 0.31% | +68,480 | New |
| Lombard Odier Asset Management (USA) Corp | 68,810 | $6.11M | 1.01% | +500+0.7% | Added |