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, Q2 2023
Institutional positions in Builders FirstSource, Inc. as of Jun 30, 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
- 662
- +122 vs. Q1 2023
- Shares held
- 118.7M
- −11.3M (−8.7%) vs. Q1 2023
- Total value
- $16.1B
- +$4.64B (+40.4%) vs. Q1 2023
- New holders
- 178
- 180 more added
- Sold out
- 56
- 252 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 15,031,161 | $2.04B | 0.06% | +1,320,774+9.6% | Added |
| Vanguard Group Inc | 12,586,114 | $1.71B | 0.04% | −1,914,264−13.2% | Reduced |
| Wellington Management Group LLP | 9,287,065 | $1.26B | 0.24% | −3,906,196−29.6% | Reduced |
| FMR LLC | 5,330,851 | $725.0M | 0.06% | −5,139,142−49.1% | Reduced |
| State Street Corp | 4,784,828 | $650.7M | 0.03% | +232,105+5.1% | Added |
| Dimensional Fund Advisors LP | 4,218,624 | $573.8M | 0.18% | −157,978−3.6% | Reduced |
| William Blair Investment Management, LLC | 2,703,849 | $367.7M | 1.18% | −1,414,895−34.4% | Reduced |
| Alliancebernstein L.P. | 2,305,047 | $313.5M | 0.13% | +1,487,620+182.0% | Added |
| Geode Capital Management, LLC | 2,012,158 | $274.0M | 0.03% | −126,681−5.9% | Reduced |
| Pacer Advisors, Inc. | 1,945,834 | $264.6M | 1.07% | −404,411−17.2% | Reduced |
| Assetmark, Inc | 1,753,336 | $238.5M | 0.94% | +126,691+7.8% | Added |
| Westfield Capital Management Co LP | 1,642,986 | $223.4M | 1.42% | +911,828+124.7% | Added |
| Southpoint Capital Advisors LP | 1,600,000 | $217.6M | 4.72% | +300,000+23.1% | Added |
| Bank of New York Mellon Corp | 1,402,555 | $190.7M | 0.04% | −62,676−4.3% | Reduced |
| Frontier Capital Management Co LLC | 1,386,846 | $188.6M | 1.81% | −120,495−8.0% | Reduced |
| AQR Capital Management LLC | 1,317,261 | $179.1M | 0.38% | −134,315−9.3% | Reduced |
| Morgan Stanley | 1,202,067 | $163.5M | 0.02% | +67,338+5.9% | Added |
| Norges Bank | 1,171,083 | $159.3M | 0.03% | −144,890−11.0% | Reduced |
| Northern Trust Corp | 1,154,672 | $157.0M | 0.03% | +59,417+5.4% | Added |
| Invesco Ltd. | 1,081,841 | $147.1M | 0.04% | +259,748+31.6% | Added |
| Artemis Investment Management LLP | 1,039,552 | $141.2M | 1.80% | +228,366+28.2% | Added |
| Dendur Capital LP | 1,004,903 | $136.7M | 22.06% | −502,452−33.3% | Reduced |
| Boston Partners | 910,914 | $122.9M | 0.17% | −211,622−18.9% | Reduced |
| Evercore Wealth Management, LLC | 903,237 | $122.8M | 2.25% | −31,605−3.4% | Reduced |
| Anomaly Capital Management, LP | 830,111 | $112.9M | 4.36% | −717,614−46.4% | Reduced |
| Ameriprise Financial Inc | 789,948 | $107.4M | 0.03% | +479,501+154.5% | Added |
| Robotti Robert | 773,010 | $105.1M | 16.97% | −592,612−43.4% | Reduced |
| Charles Schwab Investment Management Inc | 763,249 | $103.8M | 0.03% | −107,495−12.3% | Reduced |
| Capital World Investors | 760,228 | $103.4M | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 722,196 | $98.2M | 0.21% | +68,383+10.5% | Added |
| O'Shaughnessy Asset Management, LLC | 712,553 | $96.9M | 1.44% | −52,536−6.9% | Reduced |
| Price T Rowe Associates Inc | 687,239 | $93.5M | 0.01% | −36,229−5.0% | Reduced |
| Legal & General Group Plc | 654,207 | $89.0M | 0.03% | +320,173+95.9% | Added |
| Nuveen Asset Management, LLC | 579,723 | $78.8M | 0.03% | −27,875−4.6% | Reduced |
| JPMorgan Chase & Co | 562,494 | $76.5M | 0.01% | −117,979−17.3% | Reduced |
| Deutsche Bank AG | 550,546 | $74.9M | 0.04% | +205,980+59.8% | Added |
| LSV Asset Management | 511,600 | $69.6M | 0.15% | +54,700+12.0% | Added |
| Neuberger Berman Group LLC | 510,175 | $69.4M | 0.06% | −4,856−0.9% | Reduced |
| Swiss National Bank | 498,387 | $67.8M | 0.05% | +183,100+58.1% | Added |
| Pictet Asset Management SA | 495,323 | $67.4M | 0.08% | +261,538+111.9% | Added |
| Principal Financial Group Inc | 494,218 | $67.2M | 0.05% | −88,097−15.1% | Reduced |
| Millennium Management LLC | 494,106 | $67.2M | 0.07% | +252,983+104.9% | Added |
| Balyasny Asset Management LLC | 480,672 | $65.4M | 0.18% | +203,729+73.6% | Added |
| Samlyn Capital, LLC | 473,721 | $64.4M | 1.12% | −147,187−23.7% | Reduced |
| Bank of America Corp | 460,839 | $62.7M | 0.01% | −65,622−12.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 460,699 | $62.7M | 0.36% | +416,086+932.7% | Added |
| Lord, Abbett & Co. LLC | 447,870 | $60.9M | 0.21% | +5,279+1.2% | Added |
| Barclays PLC | 436,456 | $59.4M | 0.04% | +338,787+346.9% | Added |
| Royal Bank of Canada | 431,876 | $58.7M | 0.02% | +257,325+147.4% | Added |
| Cookson Peirce & Co Inc | 420,226 | $57.2M | 3.49% | +3,965+1.0% | Added |
| First Trust Advisors LP | 420,173 | $57.1M | 0.06% | +9,634+2.3% | Added |
| Man Group plc | 410,238 | $55.8M | 0.17% | – | – |
| Massachusetts Financial Services Co | 408,559 | $55.6M | 0.02% | −727,824−64.0% | Reduced |
| Rhumbline Advisers | 390,692 | $53.1M | 0.06% | −45,784−10.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 390,564 | $53.1M | 0.30% | +1,132+0.3% | Added |
| Twin Tree Management, LP | 368,929 | $50.2M | 1.03% | +368,774+237,918.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 357,998 | $48.7M | 0.04% | +357,998 | New |
| Commerce Bank | 355,019 | $48.3M | 0.36% | +10,756+3.1% | Added |
| Caisse de Depot Et Placement du Quebec | 338,465 | $46.0M | 0.12% | +338,465 | New |
| Victory Capital Management Inc | 336,216 | $45.7M | 0.05% | −141,630−29.6% | Reduced |
| Renaissance Technologies LLC | 331,100 | $45.0M | 0.06% | −642,741−66.0% | Reduced |
| Brandywine Global Investment Management, LLC | 328,660 | $44.7M | 0.37% | −8,758−2.6% | Reduced |
| Goldman Sachs Group Inc | 317,406 | $43.2M | 0.01% | −17,540−5.2% | Reduced |
| Panagora Asset Management Inc | 313,749 | $42.7M | 0.25% | +140,598+81.2% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 310,300 | $42.2M | 1.47% | +310,300 | New |
| Hill City Capital, LP | 300,000 | $40.8M | 6.24% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 297,674 | $40.5M | 0.18% | −49,866−14.3% | Reduced |
| HRT Financial LP | 297,528 | $40.5M | 0.38% | +297,528 | New |
| JB Capital Partners LP | 292,265 | $39.7M | 8.56% | 00.0% | Unchanged |
| Korea Investment CORP | 290,621 | $39.5M | 0.11% | +290,621 | New |
| Citigroup Inc | 282,485 | $38.4M | 0.05% | +149,022+111.7% | Added |
| Driehaus Capital Management LLC | 281,396 | $38.3M | 0.48% | −7,805−2.7% | Reduced |
| Franklin Resources Inc | 279,187 | $38.0M | 0.02% | +108,081+63.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 272,996 | $37.1M | 0.09% | +248,677+1,022.6% | Added |
| Virginia Retirement Systems Et Al | 262,900 | $35.8M | 0.34% | +217,900+484.2% | Added |
| RBF Capital, LLC | 258,711 | $35.2M | 2.19% | 00.0% | Unchanged |
| California Public Employees Retirement System | 256,457 | $34.9M | 0.03% | −28,177−9.9% | Reduced |
| American Century Companies Inc | 252,823 | $34.4M | 0.03% | +9,105+3.7% | Added |
| Schroder Investment Management Group | 250,902 | $34.1M | 0.05% | +234,298+1,411.1% | Added |
| Fisher Asset Management, LLC | 231,241 | $31.4M | 0.02% | −45,419−16.4% | Reduced |
| California State Teachers Retirement System | 224,306 | $30.5M | 0.04% | +41,541+22.7% | Added |
| Thompson Siegel & Walmsley LLC | 214,863 | $29.2M | 0.47% | −272,487−55.9% | Reduced |
| Amundi | 213,095 | $29.1M | 0.01% | −18,492−8.0% | Reduced |
| Credit Suisse AG | 213,183 | $29.0M | 0.03% | +74,192+53.4% | Added |
| Russell Investments Group, Ltd. | 210,547 | $28.6M | 0.06% | +150,665+251.6% | Added |
| Royce & Associates LP | 210,403 | $28.6M | 0.28% | −28,669−12.0% | Reduced |
| Goldentree Asset Management LP | 210,388 | $28.6M | 2.60% | −322,364−60.5% | Reduced |
| Teacher Retirement System of Texas | 210,042 | $28.6M | 0.19% | +158,409+306.8% | Added |
| National Pension Service | 206,600 | $28.1M | 0.05% | +206,600 | New |
| Putnam Investments LLC | 196,502 | $26.7M | 0.04% | +196,502 | New |
| New York State Teachers Retirement System | 196,393 | $26.7M | 0.06% | −23,577−10.7% | Reduced |
| American International Group, Inc. | 193,312 | $26.3M | 0.16% | −33,760−14.9% | Reduced |
| Los Angeles Capital Management LLC | 188,014 | $25.6M | 0.10% | +188,014 | New |
| Assenagon Asset Management S.A. | 183,090 | $24.9M | 0.10% | +183,090 | New |
| Schonfeld Strategic Advisors LLC | 182,450 | $24.8M | 0.21% | +101,968+126.7% | Added |
| GoodHaven Capital Management, LLC | 172,240 | $23.4M | 14.04% | −200−0.1% | Reduced |
| Woodson Capital Management, LP | 170,000 | $23.1M | 3.85% | −200,000−54.1% | Reduced |
| UBS Asset Management Americas Inc | 242,037 | $21.5M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 154,929 | $21.1M | 0.03% | −74,640−32.5% | Reduced |
| Jane Street Group, LLC | 153,834 | $20.9M | 0.03% | +2,775+1.8% | Added |