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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 22,676 | $3.08M | 0.07% | +22,676 | New |
| Tabor Asset Management, LP | 23,513 | $3.20M | 1.75% | +23,513 | New |
| Handelsbanken Fonder AB | 23,619 | $3.21M | 0.02% | −7,700−24.6% | Reduced |
| Cetera Advisor Networks LLC | 24,066 | $3.27M | 0.02% | +20,052+499.6% | Added |
| Two Sigma Investments, LP | 24,100 | $3.28M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 24,199 | $3.29M | 0.01% | +24,199 | New |
| Eisler Capital (US) LLC | 24,318 | $3.31M | 1.81% | +24,318 | New |
| Storebrand Asset Management AS | 25,127 | $3.42M | 0.02% | +25,127 | New |
| New Mexico Educational Retirement Board | 25,600 | $3.48M | 0.15% | −1,100−4.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,844 | $3.51M | 0.02% | +25,843+2,584,300.0% | Added |
| Natixis Advisors, L.P. | 25,916 | $3.52M | 0.01% | +750+3.0% | Added |
| Genus Capital Management Inc. | 25,920 | $3.53M | 0.52% | +25,920 | New |
| Jefferies Financial Group Inc. | 26,200 | $3.56M | 0.08% | +3,700+16.4% | Added |
| IFM Investors Pty Ltd | 26,570 | $3.61M | 0.05% | +26,570 | New |
| Stratos Wealth Partners, LTD. | 26,639 | $3.62M | 0.08% | +19,816+290.4% | Added |
| Wall Street Access Asset Management, LLC | 26,750 | $3.64M | 2.10% | −500−1.8% | Reduced |
| Essex Investment Management Co LLC | 26,758 | $3.64M | 0.51% | −11,540−30.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,700 | $3.77M | 0.05% | +27,700 | New |
| Point72 Middle East FZE | 27,913 | $3.80M | 0.21% | −30,853−52.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 28,056 | $3.82M | 0.03% | −18,844−40.2% | Reduced |
| Rafferty Asset Management, LLC | 28,167 | $3.83M | 0.02% | −2,720−8.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 28,484 | $3.87M | 0.10% | −4,168−12.8% | Reduced |
| Monument Capital Management | 28,506 | $3.88M | 1.24% | −1,252−4.2% | Reduced |
| DnB Asset Management AS | 29,191 | $3.97M | 0.02% | +29,191 | New |
| Guggenheim Capital LLC | 29,357 | $3.99M | 0.03% | +9,512+47.9% | Added |
| Hudson Bay Capital Management LP | 30,000 | $4.08M | 0.04% | +30,000 | New |
| Walleye Trading LLC | 30,060 | $4.09M | 0.21% | +30,060 | New |
| Strategic Investment Advisors | 30,248 | $4.11M | 0.57% | +8,527+39.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,260 | $4.12M | 0.02% | +30,260 | New |
| Prescott Group Capital Management, L.L.C. | 31,237 | $4.25M | 0.93% | −10,000−24.3% | Reduced |
| Federated Hermes, Inc. | 31,535 | $4.29M | 0.01% | +94+0.3% | Added |
| Hook Mill Capital Partners, LP | 31,577 | $4.29M | 2.56% | +9,234+41.3% | Added |
| Tudor Investment Corp Et Al | 32,040 | $4.36M | 0.07% | +27,230+566.1% | Added |
| Janney Montgomery Scott LLC | 32,045 | $4.36M | 0.02% | +6,647+26.2% | Added |
| DekaBank Deutsche Girozentrale | 32,201 | $4.40M | 0.01% | +11,157+53.0% | Added |
| Regal Investment Advisors LLC | 32,373 | $4.40M | 0.37% | −7,056−17.9% | Reduced |
| Lisanti Capital Growth, LLC | 32,455 | $4.41M | 0.61% | −24,480−43.0% | Reduced |
| Toronto Dominion Bank | 33,154 | $4.51M | 0.01% | +33,154 | New |
| Hennessy Advisors Inc | 33,800 | $4.60M | 0.33% | −800−2.3% | Reduced |
| Kornitzer Capital Management Inc | 35,999 | $4.90M | 0.10% | −78,730−68.6% | Reduced |
| EAM Global Investors LLC | 36,067 | $4.91M | 1.44% | −9,826−21.4% | Reduced |
| Bank of Montreal | 36,511 | $4.97M | 0.00% | +15,953+77.6% | Added |
| McKinley Capital Management LLC /Delaware | 36,789 | $5.00M | 0.67% | +36,789 | New |
| Louisiana State Employees Retirement System | 37,400 | $5.09M | 0.11% | −1,600−4.1% | Reduced |
| Arizona State Retirement System | 37,665 | $5.12M | 0.04% | −4,662−11.0% | Reduced |
| Susquehanna International Group, LLP | 38,348 | $5.22M | 0.01% | −80,187−67.6% | Reduced |
| Ritholtz Wealth Management | 39,141 | $5.32M | 0.24% | +5,217+15.4% | Added |
| Canada Pension Plan Investment Board | 39,200 | $5.33M | 0.01% | −5,800−12.9% | Reduced |
| Hancock Whitney Corp | 39,233 | $5.34M | 0.21% | −872−2.2% | Reduced |
| State of Michigan Retirement System | 39,312 | $5.35M | 0.03% | +2,100+5.6% | Added |
| Quantinno Capital Management LP | 41,896 | $5.70M | 0.33% | −7,173−14.6% | Reduced |
| Meeder Asset Management Inc | 41,992 | $5.71M | 0.42% | +5,497+15.1% | Added |
| BNP Paribas Arbitrage, SA | 43,782 | $5.95M | 0.01% | −243,193−84.7% | Reduced |
| Nilsine Partners, LLC | 44,028 | $5.99M | 0.88% | −574−1.3% | Reduced |
| Kingfisher Capital LLC | 44,188 | $6.01M | 1.57% | −1,558−3.4% | Reduced |
| Tocqueville Asset Management L.P. | 44,732 | $6.08M | 0.11% | −364−0.8% | Reduced |
| CWM Advisors, LLC | 45,225 | $6.15M | 0.74% | +16,273+56.2% | Added |
| State of Alaska, Department of Revenue | 45,249 | $6.15M | 0.07% | +24,975+123.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 46,157 | $6.28M | 0.25% | +34,050+281.2% | Added |
| 1832 Asset Management L.P. | 46,260 | $6.29M | 0.01% | +46,260 | New |
| Ameritas Investment Partners, Inc. | 46,707 | $6.35M | 0.24% | −5,462−10.5% | Reduced |
| Paradiem, LLC | 47,024 | $6.40M | 1.82% | −5,657−10.7% | Reduced |
| Swedbank AB | 47,310 | $6.43M | 0.01% | +47,310 | New |
| Clark Estates Inc | 47,700 | $6.49M | 1.09% | −5,000−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 47,991 | $6.53M | 0.01% | −12,087−20.1% | Reduced |
| Railway Pension Investments Ltd | 49,000 | $6.66M | 0.07% | +49,000 | New |
| Navellier & Associates Inc | 50,181 | $6.82M | 1.33% | +394+0.8% | Added |
| UBS Group AG | 50,965 | $6.93M | 0.00% | −37,418−42.3% | Reduced |
| Gotham Asset Management, LLC | 51,042 | $6.94M | 0.15% | +6,002+13.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,157 | $6.96M | 0.16% | +38,378+300.3% | Added |
| Forsta Ap-Fonden | 52,000 | $7.07M | 0.08% | +52,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 52,050 | $7.08M | 0.01% | +52,050 | New |
| Prudential Financial Inc | 52,285 | $7.11M | 0.01% | +5,624+12.1% | Added |
| Telemus Capital, LLC | 52,745 | $7.17M | 0.61% | +568+1.1% | Added |
| Engle Capital Management, L.P. | 53,000 | $7.21M | 2.23% | +53,000 | New |
| Catalyst Capital Advisors LLC | 53,500 | $7.28M | 0.21% | −2,950−5.2% | Reduced |
| D. E. Shaw & Co., Inc. | 53,765 | $7.31M | 0.01% | +50,265+1,436.1% | Added |
| Argent Capital Management LLC | 54,209 | $7.37M | 0.24% | +250+0.5% | Added |
| Altus Wealth Group LLC | 54,469 | $7.41M | 4.55% | −3,038−5.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 54,810 | $7.45M | 0.84% | −14,000−20.3% | Reduced |
| Aquatic Capital Management LLC | 55,000 | $7.48M | 0.40% | +55,000 | New |
| Raymond James Financial Services Advisors, Inc. | 55,187 | $7.51M | 0.01% | +44,749+428.7% | Added |
| Asset Management One Co.,Ltd. | 55,389 | $7.53M | 0.03% | +55,389 | New |
| Twinbeech Capital LP | 56,018 | $7.62M | 0.15% | +52,505+1,494.6% | Added |
| Hudson Value Partners, LLC | 57,513 | $7.82M | 4.00% | −2,575−4.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 58,360 | $7.94M | 0.17% | +33,635+136.0% | Added |
| South Dakota Investment Council | 58,732 | $7.99M | 0.17% | −42,058−41.7% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 58,946 | $8.02M | 0.97% | −17,438−22.8% | Reduced |
| CI Private Wealth, LLC | 59,739 | $8.12M | 0.02% | +2,802+4.9% | Added |
| Cambria Investment Management, L.P. | 60,143 | $8.18M | 0.68% | +52,959+737.2% | Added |
| Teachers Retirement System of the State of Kentucky | 60,870 | $8.28M | 0.08% | −11,003−15.3% | Reduced |
| Nicholas Company, Inc. | 61,079 | $8.31M | 0.16% | −22,760−27.1% | Reduced |
| Envestnet Asset Management Inc | 61,866 | $8.41M | 0.00% | −782,652−92.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,955 | $8.43M | 0.07% | −4,334−6.5% | Reduced |
| Soapstone Management L.P. | 62,500 | $8.50M | 3.80% | −197,500−76.0% | Reduced |
| ClariVest Asset Management LLC | 62,508 | $8.50M | 0.43% | +62,465+145,267.4% | Added |
| Treasurer of the State of North Carolina | 63,146 | $8.59M | 0.05% | −5,300−7.7% | Reduced |
| Jupiter Asset Management Ltd | 63,372 | $8.61M | 0.09% | +63,372 | New |
| Lodge Hill Capital, LLC | 64,300 | $8.74M | 2.96% | −75,700−54.1% | Reduced |
| Capital Fund Management S.A. | 64,562 | $8.78M | 0.14% | +64,562 | New |