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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 70,487 | $6.13M | 0.01% | −1,223−1.7% | Reduced |
| ACK Asset Management LLC | 70,033 | $6.22M | 0.95% | −31,167−30.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 71,873 | $6.38M | 0.06% | −4,935−6.4% | Reduced |
| Stifel Financial Corp | 74,676 | $6.63M | 0.01% | −6,777−8.3% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 76,384 | $6.78M | 0.82% | −1,853−2.4% | Reduced |
| Yousif Capital Management, LLC | 76,751 | $6.81M | 0.09% | −305−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 77,437 | $6.87M | 0.25% | +3,238+4.4% | Added |
| Public Employees Retirement System of Ohio | 77,570 | $6.89M | 0.03% | +3,020+4.1% | Added |
| Schonfeld Strategic Advisors LLC | 80,482 | $7.15M | 0.07% | +8,094+11.2% | Added |
| State of New Jersey Common Pension Fund D | 82,248 | $7.30M | 0.03% | −7,247−8.1% | Reduced |
| Voya Investment Management LLC | 82,626 | $7.34M | 0.01% | −4,926−5.6% | Reduced |
| Nicholas Company, Inc. | 83,839 | $7.44M | 0.15% | −11,340−11.9% | Reduced |
| UBS Group AG | 88,383 | $7.85M | 0.00% | −97,106−52.4% | Reduced |
| Janus Henderson Group PLC | 89,931 | $7.98M | 0.01% | +38,272+74.1% | Added |
| MetLife Investment Management | 90,213 | $8.01M | 0.06% | −2,414−2.6% | Reduced |
| Voloridge Investment Management, LLC | 91,932 | $8.16M | 0.04% | +91,932 | New |
| Barclays PLC | 97,669 | $8.67M | 0.01% | −66,878−40.6% | Reduced |
| Paradigm Capital Management Inc | 97,875 | $8.69M | 0.58% | −137,575−58.4% | Reduced |
| Allianz Asset Management GmbH | 99,506 | $8.83M | 0.02% | −38,962−28.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 99,918 | $8.87M | 0.02% | −99,745−50.0% | Reduced |
| Crown Advisors Management, Inc. | 100,000 | $8.88M | 6.63% | 00.0% | Unchanged |
| South Dakota Investment Council | 100,790 | $8.95M | 0.19% | −40,400−28.6% | Reduced |
| Amalgamated Bank | 100,866 | $8.96M | 0.08% | −32,633−24.4% | Reduced |
| SEI Investments Co | 107,308 | $9.53M | 0.02% | +71,104+196.4% | Added |
| First Republic Investment Management, Inc. | 108,736 | $9.65M | 0.02% | +1,291+1.2% | Added |
| Manufacturers Life Insurance Company, The | 114,417 | $10.2M | 0.01% | −4,630−3.9% | Reduced |
| Kornitzer Capital Management Inc | 114,729 | $10.2M | 0.20% | −170.0% | Reduced |
| Great West Life Assurance Co | 117,953 | $10.5M | 0.03% | −2,029−1.7% | Reduced |
| Susquehanna International Group, LLP | 118,535 | $10.5M | 0.02% | +55,623+88.4% | Added |
| Alyeska Investment Group, L.P. | 118,723 | $10.5M | 0.09% | +118,723 | New |
| Whittier Trust Co | 119,778 | $10.6M | 0.19% | +1,787+1.5% | Added |
| State of Tennessee, Treasury Department | 127,035 | $11.3M | 0.05% | −8,293−6.1% | Reduced |
| Texas Permanent School Fund | 131,988 | $11.7M | 0.12% | +33,043+33.4% | Added |
| Citigroup Inc | 133,463 | $11.8M | 0.02% | −78,821−37.1% | Reduced |
| LPL Financial LLC | 134,184 | $11.9M | 0.01% | +7,222+5.7% | Added |
| State Board of Administration of Florida Retirement System | 135,266 | $12.0M | 0.03% | −2,160−1.6% | Reduced |
| Credit Suisse AG | 138,991 | $12.3M | 0.01% | +5,843+4.4% | Added |
| Lodge Hill Capital, LLC | 140,000 | $12.4M | 4.72% | −160,000−53.3% | Reduced |
| Raymond James & Associates | 141,330 | $12.5M | 0.01% | −16,773−10.6% | Reduced |
| Waterfront Capital Partners, LLC | 145,000 | $12.9M | 0.97% | +32,788+29.2% | Added |
| Qube Research & Technologies Ltd | 145,339 | $12.9M | 0.07% | −254,296−63.6% | Reduced |
| Jane Street Group, LLC | 151,059 | $13.4M | 0.02% | +144,984+2,386.6% | Added |
| Mackenzie Financial Corp | 153,209 | $13.6M | 0.02% | +143,857+1,538.2% | Added |
| Thornburg Investment Management Inc | 157,124 | $13.9M | 0.23% | −28,649−15.4% | Reduced |
| Wells Fargo & Company | 159,334 | $14.1M | 0.00% | −33,930−17.6% | Reduced |
| 683 Capital Management, LLC | 160,000 | $14.2M | 1.27% | −80,000−33.3% | Reduced |
| Bridgewater Associates, LP | 160,797 | $14.3M | 0.09% | +20,926+15.0% | Added |
| Bridgeway Capital Management, LLC | 166,000 | $14.7M | 0.39% | −60,900−26.8% | Reduced |
| Franklin Resources Inc | 171,106 | $15.2M | 0.01% | −57,307−25.1% | Reduced |
| GoodHaven Capital Management, LLC | 172,440 | $15.3M | 9.85% | −600.0% | Reduced |
| Panagora Asset Management Inc | 173,151 | $15.4M | 0.10% | +165,879+2,281.1% | Added |
| Royal Bank of Canada | 174,551 | $15.5M | 0.00% | +44,395+34.1% | Added |
| Point72 Asset Management, L.P. | 178,371 | $15.8M | 0.06% | +178,371 | New |
| Hodges Capital Management Inc. | 133,336 | $15.9M | 1.30% | −66,923−33.4% | Reduced |
| Cerity Partners LLC | 182,731 | $16.2M | 0.08% | +182,731 | New |
| California State Teachers Retirement System | 182,765 | $16.2M | 0.02% | −11,455−5.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 189,888 | $16.9M | 1.09% | −17,292−8.3% | Reduced |
| Scopus Asset Management, L.P. | 195,000 | $17.3M | 0.64% | −80,000−29.1% | Reduced |
| Mutual of America Capital Management LLC | 205,357 | $18.2M | 0.22% | −4,709−2.2% | Reduced |
| Man Group plc | – | $18.6M | 0.07% | – | – |
| Ensign Peak Advisors, Inc | 210,330 | $18.7M | 0.04% | −64,936−23.6% | Reduced |
| New York State Teachers Retirement System | 219,970 | $19.5M | 0.05% | −3,986−1.8% | Reduced |
| Amundi | 231,587 | $19.9M | 0.01% | −41,523−15.2% | Reduced |
| American International Group, Inc. | 227,072 | $20.2M | 0.13% | −2,128−0.9% | Reduced |
| New York State Common Retirement Fund | 229,569 | $20.4M | 0.03% | −17,271−7.0% | Reduced |
| Pictet Asset Management SA | 233,785 | $20.8M | 0.03% | −338,287−59.1% | Reduced |
| Royce & Associates LP | 239,072 | $21.2M | 0.21% | −89,630−27.3% | Reduced |
| Millennium Management LLC | 241,123 | $21.4M | 0.02% | +21,457+9.8% | Added |
| UBS Asset Management Americas Inc | 242,037 | $21.5M | 0.01% | −9,108−3.6% | Reduced |
| American Century Companies Inc | 243,718 | $21.6M | 0.02% | −61,686−20.2% | Reduced |
| RBF Capital, LLC | 258,711 | $23.0M | 1.67% | 00.0% | Unchanged |
| Soapstone Management L.P. | 260,000 | $23.1M | 10.31% | −35,000−11.9% | Reduced |
| Fisher Asset Management, LLC | 276,660 | $24.6M | 0.01% | +47,539+20.7% | Added |
| Balyasny Asset Management LLC | 276,943 | $24.6M | 0.08% | +276,943 | New |
| California Public Employees Retirement System | 284,634 | $25.3M | 0.02% | −59,989−17.4% | Reduced |
| BNP Paribas Arbitrage, SA | 286,975 | $25.5M | 0.05% | −126,156−30.5% | Reduced |
| Driehaus Capital Management LLC | 289,201 | $25.7M | 0.36% | +199,583+222.7% | Added |
| State of Wisconsin Investment Board | 291,817 | $25.9M | 0.08% | −30,749−9.5% | Reduced |
| JB Capital Partners LP | 292,265 | $25.9M | 6.43% | 00.0% | Unchanged |
| Hill City Capital, LP | 300,000 | $26.6M | 5.23% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 310,447 | $27.6M | 0.01% | −30,442−8.9% | Reduced |
| Swiss National Bank | 315,287 | $28.0M | 0.02% | −61,600−16.3% | Reduced |
| Legal & General Group Plc | 334,034 | $29.7M | 0.01% | +7,803+2.4% | Added |
| Goldman Sachs Group Inc | 334,946 | $29.7M | 0.01% | −386,256−53.6% | Reduced |
| Brandywine Global Investment Management, LLC | 337,418 | $30.0M | 0.24% | −3,673−1.1% | Reduced |
| Commerce Bank | 344,263 | $30.6M | 0.24% | +344,263 | New |
| Deutsche Bank AG | 344,566 | $30.6M | 0.02% | −13,608−3.8% | Reduced |
| Retirement Systems of Alabama | 347,540 | $30.9M | 0.13% | −22,515−6.1% | Reduced |
| Woodson Capital Management, LP | 370,000 | $32.8M | 5.79% | −90,000−19.6% | Reduced |
| Stadium Capital Management LLC | 387,140 | $34.4M | 23.33% | −45,600−10.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 389,432 | $34.6M | 0.20% | −13,958−3.5% | Reduced |
| First Trust Advisors LP | 410,539 | $36.4M | 0.04% | −99,458−19.5% | Reduced |
| Cookson Peirce & Co Inc | 416,261 | $37.0M | 2.37% | +4,403+1.1% | Added |
| Rhumbline Advisers | 436,476 | $38.8M | 0.05% | −9,293−2.1% | Reduced |
| Rit Capital Partners PLC | 440,722 | $39.1M | 13.19% | −212,928−32.6% | Reduced |
| Lord, Abbett & Co. LLC | 442,591 | $39.3M | 0.14% | +442,591 | New |
| LSV Asset Management | 456,900 | $40.6M | 0.09% | −3,900−0.8% | Reduced |
| Victory Capital Management Inc | 477,846 | $42.4M | 0.05% | +13,005+2.8% | Added |
| Arrowstreet Capital, Limited Partnership | 485,578 | $43.1M | 0.06% | +485,578 | New |
| Thompson Siegel & Walmsley LLC | 487,350 | $43.3M | 0.70% | −106,020−17.9% | Reduced |