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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 3,642 | $495.3K | 0.00% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,675 | $500.0K | 0.28% | −2,125−36.6% | Reduced |
| Quantum Financial Advisors, LLC | 3,721 | $506.1K | 0.15% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,726 | $506.7K | 0.25% | +356+10.6% | Added |
| Echo Street Capital Management LLC | 3,777 | $513.7K | 0.00% | −5,788−60.5% | Reduced |
| TriaGen Wealth Management LLC | 3,791 | $515.6K | 0.24% | +3,791 | New |
| Balboa Wealth Partners | 3,807 | $517.8K | 0.18% | +3,807 | New |
| Merit Financial Group, LLC | 3,821 | $519.7K | 0.02% | +3,821 | New |
| Quantamental Technologies LLC | 3,828 | $520.6K | 0.22% | +3,828 | New |
| Verition Fund Management LLC | 3,832 | $521.2K | 0.01% | −26,095−87.2% | Reduced |
| Alps Advisors Inc | 3,889 | $528.9K | 0.00% | +25+0.6% | Added |
| One Wealth Advisors, LLC | 3,925 | $533.8K | 0.11% | −590−13.1% | Reduced |
| Triton Wealth Management, PLLC | 3,623 | $534.7K | 0.30% | −156−4.1% | Reduced |
| New Vernon Capital Holdings II LLC | 3,962 | $538.8K | 0.36% | +434+12.3% | Added |
| SFMG, LLC | 3,974 | $540.5K | 0.06% | +429+12.1% | Added |
| Stokes Family Office, LLC | 4,009 | $545.2K | 0.06% | +816+25.6% | Added |
| Profund Advisors LLC | 4,021 | $546.9K | 0.03% | −1,030−20.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,042 | $550.0K | 1.40% | −2,130−34.5% | Reduced |
| Cavalier Investments, LLC | 4,108 | $558.7K | 0.20% | +4,108 | New |
| Sawtooth Solutions, LLC | 4,129 | $561.5K | 0.02% | −1,942−32.0% | Reduced |
| Standard Life Aberdeen plc | 4,184 | $569.0K | 0.00% | +4,184 | New |
| Moran Wealth Management, LLC | 4,190 | $569.8K | 0.02% | +4,190 | New |
| Alberta Investment Management Corp | 4,200 | $571.2K | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,203 | $571.6K | 0.07% | −6,055−59.0% | Reduced |
| Financial Enhancement Group LLC | 3,988 | $592.8K | 0.11% | −1,081−21.3% | Reduced |
| Metis Global Partners, LLC | 4,384 | $596.2K | 0.03% | +2,013+84.9% | Added |
| J2 Capital Management Inc | 4,423 | $601.5K | 0.71% | −1,500−25.3% | Reduced |
| United Capital Financial Advisers, LLC | 4,427 | $602.1K | 0.00% | −216−4.7% | Reduced |
| CSS LLC | 4,500 | $612.0K | 0.05% | −500−10.0% | Reduced |
| Banque Pictet & Cie SA | 4,552 | $619.1K | 0.01% | +4,552 | New |
| Forum Financial Management, LP | 4,651 | $632.5K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,748 | $646.2K | 0.01% | +4,748 | New |
| Boothbay Fund Management, LLC | 4,756 | $646.8K | 0.02% | +4,756 | New |
| First Hawaiian Bank | 4,800 | $652.8K | 0.02% | −1,870−28.0% | Reduced |
| Ifrah Financial Services, Inc. | 4,848 | $659.3K | 0.20% | −292−5.7% | Reduced |
| Kennedy Capital Management, Inc. | 4,918 | $668.8K | 0.02% | −99−2.0% | Reduced |
| Atom Investors LP | 4,938 | $671.6K | 0.26% | +4,938 | New |
| Shell Asset Management Co | 4,944 | $672.0K | 0.03% | −6,487−56.7% | Reduced |
| Proficio Capital Partners LLC | 4,958 | $674.3K | 0.09% | −6,505−56.7% | Reduced |
| Seelaus Asset Management LLC | 5,000 | $680.0K | 0.53% | −1,562−23.8% | Reduced |
| D.A. Davidson & Co. | 5,027 | $683.7K | 0.01% | −94−1.8% | Reduced |
| Loomis Sayles & Co L P | 5,033 | $684.0K | 0.00% | −530−9.5% | Reduced |
| Kathmere Capital Management, LLC | 5,105 | $694.3K | 0.11% | +1,913+59.9% | Added |
| Perpetual Ltd | 5,149 | $700.3K | 0.01% | +5,149 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,321 | $725.0K | 0.02% | +5,321 | New |
| Trust Co of Oklahoma | 5,354 | $728.1K | 0.27% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,461 | $742.7K | 0.01% | +2,228+68.9% | Added |
| Brighton Jones LLC | 5,468 | $743.6K | 0.04% | −73−1.3% | Reduced |
| 3Chopt Investment Partners, LLC | 5,539 | $753.3K | 0.38% | −15−0.3% | Reduced |
| Dark Forest Capital Management LP | 5,647 | $768.0K | 0.08% | −8,517−60.1% | Reduced |
| Friedenthal Financial | 5,693 | $774.2K | 0.52% | −1,916−25.2% | Reduced |
| Csenge Advisory Group | 5,694 | $774.4K | 0.05% | +377+7.1% | Added |
| KBC Group NV | 5,739 | $781.0K | 0.00% | +5,739 | New |
| Boston Private Wealth LLC | 5,793 | $787.8K | 0.01% | −289−4.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 5,800 | $788.8K | 0.01% | −44,175−88.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,852 | $795.9K | 0.00% | −1,989−25.4% | Reduced |
| Davenport & Co LLC | 5,954 | $809.7K | 0.01% | −1,299−17.9% | Reduced |
| Prairiewood Capital, LLC | 6,000 | $816.0K | 0.55% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4,981 | $823.3K | 0.09% | +4,981 | New |
| AMJ Financial Wealth Management | 6,072 | $825.8K | 0.36% | −22−0.4% | Reduced |
| Shelton Capital Management | 6,135 | $834.4K | 0.03% | −1,334−17.9% | Reduced |
| MML Investors Services, LLC | 6,187 | $841.0K | 0.00% | −215−3.4% | Reduced |
| Mirabella Financial Services LLP | 6,202 | $843.5K | 0.10% | +6,202 | New |
| Atria Wealth Solutions, Inc. | 6,290 | $855.4K | 0.01% | +544+9.5% | Added |
| Intech Investment Management LLC | 6,322 | $859.8K | 0.01% | +6,322 | New |
| APG Asset Management N.V. | 6,900 | $860.1K | 0.00% | +6,900 | New |
| Coldstream Capital Management Inc | 6,371 | $866.5K | 0.03% | +301+5.0% | Added |
| E. Ohman J:or Asset Management AB | 6,400 | $870.4K | 0.03% | +6,400 | New |
| Barnett & Company, Inc. | 6,560 | $892.2K | 0.66% | −1,000−13.2% | Reduced |
| Teza Capital Management LLC | 6,611 | $899.1K | 0.15% | +2,531+62.0% | Added |
| American Trust | 6,620 | $900.3K | 0.06% | −833−11.2% | Reduced |
| Truist Financial Corp | 6,728 | $915.0K | 0.00% | −1,011−13.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,881 | $935.8K | 0.06% | +355+5.4% | Added |
| Qsemble Capital Management, LP | 6,900 | $938.4K | 0.67% | +6,900 | New |
| Oppenheimer & Co Inc | 6,992 | $950.9K | 0.02% | +159+2.3% | Added |
| XTX Topco Ltd | 7,121 | $968.5K | 0.17% | +7,121 | New |
| TFB Advisors LLC | 7,183 | $976.9K | 0.43% | +447+6.6% | Added |
| Wellington Shields & Co., LLC | 7,199 | $979.1K | 0.23% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 7,339 | $998.1K | 0.05% | −944−11.4% | Reduced |
| Vident Investment Advisory, LLC | 7,354 | $1.00M | 0.03% | +2,119+40.5% | Added |
| J.W. Cole Advisors, Inc. | 7,354 | $1.00M | 0.07% | +7,354 | New |
| Martingale Asset Management L P | 7,366 | $1.00M | 0.02% | +2,448+49.8% | Added |
| Nations Financial Group Inc, | 7,372 | $1.00M | 0.10% | −47−0.6% | Reduced |
| Pinebridge Investments, L.P. | 7,474 | $1.02M | 0.01% | −12,827−63.2% | Reduced |
| ProShare Advisors LLC | 7,487 | $1.02M | 0.00% | −1,269−14.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,578 | $1.03M | 0.00% | +443+6.2% | Added |
| CIBC World Markets Inc. | 7,735 | $1.05M | 0.00% | −945−10.9% | Reduced |
| Level Four Advisory Services, LLC | 7,814 | $1.06M | 0.06% | +3,063+64.5% | Added |
| Pecaut & Co. | 8,150 | $1.11M | 0.47% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 8,260 | $1.12M | 0.12% | +8,260 | New |
| Polianta Ltd | 8,500 | $1.16M | 0.54% | −5,000−37.0% | Reduced |
| Duality Advisers, LP | 8,557 | $1.16M | 0.15% | +8,557 | New |
| US Bancorp | 8,716 | $1.19M | 0.00% | −4,976−36.3% | Reduced |
| Atlas Capital Advisors LLC | 8,718 | $1.19M | 0.18% | +195+2.3% | Added |
| Invst, LLC | 8,875 | $1.21M | 0.17% | +10+0.1% | Added |
| Janus Henderson Group PLC | 9,002 | $1.22M | 0.00% | −80,929−90.0% | Reduced |
| Winton Group Ltd | 9,042 | $1.23M | 0.10% | −12,124−57.3% | Reduced |
| Baird Financial Group, Inc. | 9,087 | $1.24M | 0.00% | +5,717+169.6% | Added |
| Verdad Advisers, LP | 9,100 | $1.24M | 1.94% | +9,100 | New |
| Candriam Luxembourg S.C.A. | 9,138 | $1.24M | 0.01% | +9,138 | New |