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 |
|---|---|---|---|---|---|
| Hyperion Capital Advisors LP | 500,000 | $44.4M | 21.32% | −200,000−28.6% | Reduced |
| Neuberger Berman Group LLC | 515,031 | $45.7M | 0.04% | +234,079+83.3% | Added |
| Bank of America Corp | 526,461 | $46.7M | 0.01% | +231,229+78.3% | Added |
| Goldentree Asset Management LP | 532,752 | $47.3M | 4.43% | −113,984−17.6% | Reduced |
| Principal Financial Group Inc | 582,315 | $51.7M | 0.04% | +5,199+0.9% | Added |
| Nuveen Asset Management, LLC | 607,598 | $53.9M | 0.02% | −34,475−5.4% | Reduced |
| Samlyn Capital, LLC | 620,908 | $55.1M | 1.01% | −358,748−36.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 653,813 | $58.0M | 0.14% | −122,875−15.8% | Reduced |
| JPMorgan Chase & Co | 680,473 | $60.4M | 0.01% | +128,673+23.3% | Added |
| Price T Rowe Associates Inc | 723,468 | $64.2M | 0.01% | −53,181−6.8% | Reduced |
| Westfield Capital Management Co LP | 731,158 | $64.9M | 0.46% | +731,158 | New |
| Capital World Investors | 760,228 | $67.5M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 765,089 | $67.9M | 1.07% | +89,881+13.3% | Added |
| Artemis Investment Management LLP | 811,186 | $71.9M | 0.88% | +388,835+92.1% | Added |
| Alliancebernstein L.P. | 817,427 | $72.6M | 0.03% | −127,891−13.5% | Reduced |
| Invesco Ltd. | 822,093 | $73.0M | 0.02% | −593,635−41.9% | Reduced |
| Charles Schwab Investment Management Inc | 870,744 | $77.3M | 0.02% | +5,344+0.6% | Added |
| Evercore Wealth Management, LLC | 934,842 | $83.0M | 1.65% | −143,408−13.3% | Reduced |
| Renaissance Technologies LLC | 973,841 | $86.5M | 0.11% | +248,100+34.2% | Added |
| Northern Trust Corp | 1,095,255 | $97.2M | 0.02% | −10,778−1.0% | Reduced |
| Boston Partners | 1,122,536 | $99.4M | 0.14% | +5,703+0.5% | Added |
| Morgan Stanley | 1,134,729 | $100.7M | 0.01% | −313,950−21.7% | Reduced |
| Massachusetts Financial Services Co | 1,136,383 | $100.9M | 0.03% | −285,280−20.1% | Reduced |
| Conifer Management, L.L.C. | 1,200,000 | $106.5M | 12.79% | −800,000−40.0% | Reduced |
| Southpoint Capital Advisors LP | 1,300,000 | $115.4M | 2.62% | +500,000+62.5% | Added |
| Norges Bank | 1,315,973 | $116.8M | 0.03% | −91,058−6.5% | Reduced |
| Robotti Robert | 1,365,622 | $121.2M | 21.35% | −232,719−14.6% | Reduced |
| AQR Capital Management LLC | 1,451,576 | $126.2M | 0.28% | −453,194−23.8% | Reduced |
| Bank of New York Mellon Corp | 1,465,231 | $130.1M | 0.03% | −14,413−1.0% | Reduced |
| Frontier Capital Management Co LLC | 1,507,341 | $133.8M | 1.38% | −999,005−39.9% | Reduced |
| Dendur Capital LP | 1,507,355 | $133.8M | 23.13% | −250,000−14.2% | Reduced |
| Anomaly Capital Management, LP | 1,547,725 | $137.4M | 6.05% | +236,974+18.1% | Added |
| Assetmark, Inc | 1,626,645 | $144.4M | 0.60% | −13,658−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,675,551 | $148.8M | 0.25% | −448,488−21.1% | Reduced |
| Geode Capital Management, LLC | 2,138,839 | $190.8M | 0.02% | +35,562+1.7% | Added |
| Pacer Advisors, Inc. | 2,350,245 | $208.7M | 0.89% | −99,553−4.1% | Reduced |
| William Blair Investment Management, LLC | 4,118,744 | $365.7M | 1.27% | −273,194−6.2% | Reduced |
| Dimensional Fund Advisors LP | 4,376,602 | $388.5M | 0.13% | −166,261−3.7% | Reduced |
| State Street Corp | 4,552,723 | $404.2M | 0.02% | +17,357+0.4% | Added |
| FMR LLC | 10,469,993 | $929.5M | 0.09% | −509,538−4.6% | Reduced |
| Wellington Management Group LLP | 13,193,261 | $1.17B | 0.23% | −16,259−0.1% | Reduced |
| BlackRock Inc. | 13,710,387 | $1.22B | 0.04% | −424,416−3.0% | Reduced |
| Vanguard Group Inc | 14,500,378 | $1.29B | 0.03% | −126,068−0.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Coliseum Capital Management, LLC | 0 | $0 | 0.00% | −3,596,486−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −596,362−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −127,644−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −83,181−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −51,402−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −39,118−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −37,464−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −30,092−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −27,065−100.0% | Sold out |
| Granby Capital Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −23,073−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −22,194−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −19,057−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −17,315−100.0% | Sold out |
| Kailix Advisors LLC | 0 | $0 | 0.00% | −17,250−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −16,384−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −15,523−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −15,310−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −14,385−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −13,988−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,956−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −7,469−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,563−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −6,413−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,261−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,022−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −5,475−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,181−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,896−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,891−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |