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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 153,209 | $13.6M | 0.02% | +143,857+1,538.2% | Added |
| Jane Street Group, LLC | 151,059 | $13.4M | 0.02% | +144,984+2,386.6% | Added |
| Qube Research & Technologies Ltd | 145,339 | $12.9M | 0.07% | −254,296−63.6% | Reduced |
| Waterfront Capital Partners, LLC | 145,000 | $12.9M | 0.97% | +32,788+29.2% | Added |
| Raymond James & Associates | 141,330 | $12.5M | 0.01% | −16,773−10.6% | Reduced |
| Lodge Hill Capital, LLC | 140,000 | $12.4M | 4.72% | −160,000−53.3% | Reduced |
| Credit Suisse AG | 138,991 | $12.3M | 0.01% | +5,843+4.4% | Added |
| State Board of Administration of Florida Retirement System | 135,266 | $12.0M | 0.03% | −2,160−1.6% | Reduced |
| LPL Financial LLC | 134,184 | $11.9M | 0.01% | +7,222+5.7% | Added |
| Citigroup Inc | 133,463 | $11.8M | 0.02% | −78,821−37.1% | Reduced |
| Texas Permanent School Fund | 131,988 | $11.7M | 0.12% | +33,043+33.4% | Added |
| State of Tennessee, Treasury Department | 127,035 | $11.3M | 0.05% | −8,293−6.1% | Reduced |
| Whittier Trust Co | 119,778 | $10.6M | 0.19% | +1,787+1.5% | Added |
| Alyeska Investment Group, L.P. | 118,723 | $10.5M | 0.09% | +118,723 | New |
| Susquehanna International Group, LLP | 118,535 | $10.5M | 0.02% | +55,623+88.4% | Added |
| Great West Life Assurance Co | 117,953 | $10.5M | 0.03% | −2,029−1.7% | Reduced |
| Kornitzer Capital Management Inc | 114,729 | $10.2M | 0.20% | −170.0% | Reduced |
| Manufacturers Life Insurance Company, The | 114,417 | $10.2M | 0.01% | −4,630−3.9% | Reduced |
| First Republic Investment Management, Inc. | 108,736 | $9.65M | 0.02% | +1,291+1.2% | Added |
| SEI Investments Co | 107,308 | $9.53M | 0.02% | +71,104+196.4% | Added |
| Amalgamated Bank | 100,866 | $8.96M | 0.08% | −32,633−24.4% | Reduced |
| South Dakota Investment Council | 100,790 | $8.95M | 0.19% | −40,400−28.6% | Reduced |
| Crown Advisors Management, Inc. | 100,000 | $8.88M | 6.63% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 99,918 | $8.87M | 0.02% | −99,745−50.0% | Reduced |
| Allianz Asset Management GmbH | 99,506 | $8.83M | 0.02% | −38,962−28.1% | Reduced |
| Paradigm Capital Management Inc | 97,875 | $8.69M | 0.58% | −137,575−58.4% | Reduced |
| Barclays PLC | 97,669 | $8.67M | 0.01% | −66,878−40.6% | Reduced |
| Voloridge Investment Management, LLC | 91,932 | $8.16M | 0.04% | +91,932 | New |
| MetLife Investment Management | 90,213 | $8.01M | 0.06% | −2,414−2.6% | Reduced |
| Janus Henderson Group PLC | 89,931 | $7.98M | 0.01% | +38,272+74.1% | Added |
| UBS Group AG | 88,383 | $7.85M | 0.00% | −97,106−52.4% | Reduced |
| Nicholas Company, Inc. | 83,839 | $7.44M | 0.15% | −11,340−11.9% | Reduced |
| Voya Investment Management LLC | 82,626 | $7.34M | 0.01% | −4,926−5.6% | Reduced |
| State of New Jersey Common Pension Fund D | 82,248 | $7.30M | 0.03% | −7,247−8.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 80,482 | $7.15M | 0.07% | +8,094+11.2% | Added |
| Public Employees Retirement System of Ohio | 77,570 | $6.89M | 0.03% | +3,020+4.1% | Added |
| Whittier Trust Co of Nevada Inc | 77,437 | $6.87M | 0.25% | +3,238+4.4% | Added |
| Yousif Capital Management, LLC | 76,751 | $6.81M | 0.09% | −305−0.4% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 76,384 | $6.78M | 0.82% | −1,853−2.4% | Reduced |
| Stifel Financial Corp | 74,676 | $6.63M | 0.01% | −6,777−8.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 71,873 | $6.38M | 0.06% | −4,935−6.4% | Reduced |
| ACK Asset Management LLC | 70,033 | $6.22M | 0.95% | −31,167−30.8% | Reduced |
| Nordea Investment Management AB | 70,487 | $6.13M | 0.01% | −1,223−1.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 68,810 | $6.11M | 1.01% | +500+0.7% | Added |
| Picton Mahoney Asset Management | 68,480 | $6.08M | 0.31% | +68,480 | New |
| Treasurer of the State of North Carolina | 68,446 | $6.08M | 0.03% | +717+1.1% | Added |
| Wedge Capital Management L L P | 68,172 | $6.05M | 0.10% | +63,458+1,346.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,289 | $5.89M | 0.05% | +81+0.1% | Added |
| Illinois Municipal Retirement Fund | 65,066 | $5.78M | 0.12% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 60,088 | $5.33M | 3.03% | −7,135−10.6% | Reduced |
| Advisor Group Holdings, Inc. | 60,078 | $5.33M | 0.01% | −9,452−13.6% | Reduced |
| Russell Investments Group, Ltd. | 59,882 | $5.32M | 0.01% | +171+0.3% | Added |
| Point72 Middle East FZE | 58,766 | $5.22M | 0.30% | +58,766 | New |
| Envestnet Asset Management Inc | 844,518 | $5.18M | 0.00% | +774,515+1,106.4% | Added |
| Altus Wealth Group LLC | 57,507 | $5.11M | 3.44% | +9,945+20.9% | Added |
| LMR Partners LLP | 57,287 | $5.09M | 0.11% | +29,345+105.0% | Added |
| CI Private Wealth, LLC | 56,937 | $5.06M | 0.01% | +10,760+23.3% | Added |
| Lisanti Capital Growth, LLC | 56,935 | $5.05M | 0.71% | +410+0.7% | Added |
| Catalyst Capital Advisors LLC | 56,450 | $5.01M | 0.15% | −3,950−6.5% | Reduced |
| Westpac Banking Corp | 55,732 | $4.95M | 0.07% | +14,364+34.7% | Added |
| Citadel Advisors LLC | 55,249 | $4.91M | 0.01% | −206,972−78.9% | Reduced |
| Nomura Asset Management Co Ltd | 54,112 | $4.80M | 0.03% | +370+0.7% | Added |
| Argent Capital Management LLC | 53,959 | $4.79M | 0.17% | −24,337−31.1% | Reduced |
| Clark Estates Inc | 52,700 | $4.68M | 0.93% | −10,500−16.6% | Reduced |
| Paradiem, LLC | 52,681 | $4.68M | 1.45% | −3,467−6.2% | Reduced |
| Telemus Capital, LLC | 52,177 | $4.63M | 0.41% | −14,729−22.0% | Reduced |
| Ameritas Investment Partners, Inc. | 52,169 | $4.63M | 0.18% | −620−1.2% | Reduced |
| Teacher Retirement System of Texas | 51,633 | $4.58M | 0.03% | −5,579−9.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 49,975 | $4.44M | 0.07% | +4,973+11.1% | Added |
| Scout Investments, Inc. | 49,909 | $4.43M | 0.09% | +49,909 | New |
| Navellier & Associates Inc | 49,787 | $4.42M | 0.93% | −1,294−2.5% | Reduced |
| Quantinno Capital Management LP | 49,069 | $4.36M | 0.29% | −3,329−6.4% | Reduced |
| ExodusPoint Capital Management, LP | 48,958 | $4.35M | 0.05% | −46,925−48.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 46,900 | $4.16M | 0.03% | −166,900−78.1% | Reduced |
| EAM Global Investors LLC | 45,893 | $4.07M | 1.14% | +45,893 | New |
| Kingfisher Capital LLC | 45,746 | $4.06M | 1.07% | +134+0.3% | Added |
| Tocqueville Asset Management L.P. | 45,096 | $4.00M | 0.08% | −10,590−19.0% | Reduced |
| Gotham Asset Management, LLC | 45,040 | $4.00M | 0.10% | −1,447−3.1% | Reduced |
| 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 |
| Jacobs Levy Equity Management, Inc | 44,613 | $3.96M | 0.02% | +44,613 | New |
| Nilsine Partners, LLC | 44,602 | $3.96M | 0.62% | +44,602 | New |
| Oregon Public Employees Retirement Fund | 43,131 | $3.83M | 0.05% | −291−0.7% | Reduced |
| Algert Global LLC | 42,433 | $3.77M | 0.18% | −20,032−32.1% | Reduced |
| Arizona State Retirement System | 42,327 | $3.76M | 0.03% | −1,714−3.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 41,237 | $3.66M | 0.85% | 00.0% | Unchanged |
| Hancock Whitney Corp | 40,105 | $3.56M | 0.14% | +7,083+21.4% | Added |
| Regal Investment Advisors LLC | 39,429 | $3.50M | 0.31% | +4,748+13.7% | Added |
| SG Americas Securities, LLC | 39,301 | $3.49M | 0.05% | +34,943+801.8% | Added |
| Thrivent Financial for Lutherans | 39,111 | $3.47M | 0.01% | −378−1.0% | Reduced |
| Louisiana State Employees Retirement System | 39,000 | $3.46M | 0.09% | −400−1.0% | Reduced |
| Essex Investment Management Co LLC | 38,298 | $3.40M | 0.49% | +2,274+6.3% | Added |
| State of Michigan Retirement System | 37,212 | $3.30M | 0.02% | −300−0.8% | Reduced |
| Meeder Asset Management Inc | 36,495 | $3.24M | 0.26% | −15,645−30.0% | Reduced |
| Burney Co | 34,698 | $3.08M | 0.15% | +27,659+392.9% | Added |
| Hennessy Advisors Inc | 34,600 | $3.07M | 0.23% | −46,900−57.5% | Reduced |
| Ritholtz Wealth Management | 33,924 | $3.01M | 0.15% | +27,092+396.5% | Added |
| Cubist Systematic Strategies, LLC | 33,108 | $2.94M | 0.03% | +19,358+140.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,652 | $2.90M | 0.07% | +19,032+139.7% | Added |
| Zacks Investment Management | 32,374 | $2.87M | 0.04% | −40,449−55.5% | Reduced |