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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 64,622 | $8.79M | 0.11% | −12,129−15.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 64,717 | $8.80M | 0.30% | −12,720−16.4% | Reduced |
| State of Tennessee, Treasury Department | 64,960 | $8.83M | 0.04% | −62,075−48.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 65,800 | $8.95M | 0.08% | +65,800 | New |
| Vinva Investment Management Ltd | 66,106 | $9.00M | 0.79% | +66,106 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 67,110 | $9.13M | 0.40% | +67,110 | New |
| Nomura Asset Management Co Ltd | 67,249 | $9.15M | 0.04% | +13,137+24.3% | Added |
| Scout Investments, Inc. | 64,818 | $9.19M | 0.19% | +14,909+29.9% | Added |
| Prudential PLC | 69,201 | $9.41M | 0.11% | +39,014+129.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,506 | $9.45M | 0.04% | +50,524+266.2% | Added |
| Allspring Global Investments Holdings, LLC | 70,998 | $9.66M | 0.02% | −1,604,553−95.8% | Reduced |
| Moore Capital Management, LP | 71,508 | $9.73M | 0.24% | +71,508 | New |
| Stifel Financial Corp | 71,720 | $9.75M | 0.01% | −2,956−4.0% | Reduced |
| HSBC Holdings PLC | 73,602 | $10.0M | 0.01% | +61,382+502.3% | Added |
| Crown Advisors Management, Inc. | 75,000 | $10.2M | 6.65% | −25,000−25.0% | Reduced |
| AXA S.A. | 76,107 | $10.4M | 0.03% | +76,107 | New |
| Public Employees Retirement System of Ohio | 76,130 | $10.4M | 0.04% | −1,440−1.9% | Reduced |
| MetLife Investment Management | 76,795 | $10.4M | 0.08% | −13,418−14.9% | Reduced |
| Voloridge Investment Management, LLC | 78,050 | $10.6M | 0.05% | −13,882−15.1% | Reduced |
| Wedge Capital Management L L P | 78,271 | $10.6M | 0.17% | +10,099+14.8% | Added |
| Ergoteles LLC | 79,565 | $10.8M | 0.52% | +79,565 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79,577 | $10.8M | 0.03% | +79,577 | New |
| Empowered Funds, LLC | 79,650 | $10.8M | 0.38% | +56,567+245.1% | Added |
| EA Series Trust | 79,650 | $10.8M | 0.38% | +79,650 | New |
| Allianz Asset Management GmbH | 81,496 | $11.1M | 0.02% | −18,010−18.1% | Reduced |
| State of New Jersey Common Pension Fund D | 82,248 | $11.2M | 0.04% | 00.0% | Unchanged |
| Andra AP-fonden | 84,700 | $11.5M | 0.29% | +84,700 | New |
| Amalgamated Bank | 85,401 | $11.6M | 0.09% | −15,465−15.3% | Reduced |
| Voya Investment Management LLC | 87,147 | $11.9M | 0.01% | +4,521+5.5% | Added |
| Picton Mahoney Asset Management | 87,393 | $11.9M | 0.58% | +18,913+27.6% | Added |
| Waterfront Capital Partners, LLC | 87,978 | $12.0M | 1.00% | −57,022−39.3% | Reduced |
| SEI Investments Co | 89,892 | $12.2M | 0.02% | −17,416−16.2% | Reduced |
| First Republic Investment Management, Inc. | 92,653 | $12.6M | 0.07% | −16,083−14.8% | Reduced |
| Paradigm Capital Management Inc | 94,075 | $12.8M | 0.73% | −3,800−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 94,340 | $12.8M | 0.15% | +51,209+118.7% | Added |
| Manufacturers Life Insurance Company, The | 96,469 | $13.1M | 0.01% | −17,948−15.7% | Reduced |
| Thrivent Financial for Lutherans | 103,404 | $14.1M | 0.03% | +64,293+164.4% | Added |
| Bridgewater Associates, LP | 103,880 | $14.1M | 0.09% | −56,917−35.4% | Reduced |
| Mutual of America Capital Management LLC | 104,192 | $14.2M | 0.16% | −101,165−49.3% | Reduced |
| Whittier Trust Co | 105,076 | $14.3M | 0.25% | −14,702−12.3% | Reduced |
| Bridgeway Capital Management, LLC | 110,200 | $15.0M | 0.36% | −55,800−33.6% | Reduced |
| Texas Permanent School Fund | 112,853 | $15.3M | 0.14% | −19,135−14.5% | Reduced |
| Thornburg Investment Management Inc | 115,863 | $15.8M | 0.26% | −41,261−26.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 115,891 | $15.8M | 0.02% | −369,687−76.1% | Reduced |
| Stadium Capital Management LLC | 117,175 | $15.9M | 13.79% | −269,965−69.7% | Reduced |
| LPL Financial LLC | 118,641 | $16.1M | 0.01% | −15,543−11.6% | Reduced |
| Cerity Partners LLC | 125,959 | $17.1M | 0.07% | −56,772−31.1% | Reduced |
| Scopus Asset Management, L.P. | 126,473 | $17.2M | 0.60% | −68,527−35.1% | Reduced |
| Mackenzie Financial Corp | 129,160 | $17.6M | 0.03% | −24,049−15.7% | Reduced |
| Great West Life Assurance Co | 129,696 | $17.7M | 0.04% | +11,743+10.0% | Added |
| Hodges Capital Management Inc. | 98,551 | $18.1M | 1.06% | −34,785−26.1% | Reduced |
| Raymond James & Associates | 137,182 | $18.7M | 0.02% | −4,148−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 139,710 | $19.0M | 0.38% | +74,644+114.7% | Added |
| Wells Fargo & Company | 143,721 | $19.5M | 0.01% | −15,613−9.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 146,300 | $19.9M | 0.05% | +46,382+46.4% | Added |
| Ensign Peak Advisors, Inc | 147,455 | $20.1M | 0.04% | −62,875−29.9% | Reduced |
| State Board of Administration of Florida Retirement System | 147,946 | $20.1M | 0.04% | +12,680+9.4% | Added |
| Citadel Advisors LLC | 149,734 | $20.4M | 0.02% | +94,485+171.0% | Added |
| Interval Partners, LP | 152,089 | $20.7M | 1.04% | +122,089+407.0% | Added |
| Punch & Associates Investment Management, Inc. | 152,484 | $20.7M | 1.26% | −37,404−19.7% | Reduced |
| State of Wisconsin Investment Board | 153,226 | $20.8M | 0.06% | −138,591−47.5% | Reduced |
| Jane Street Group, LLC | 153,834 | $20.9M | 0.03% | +2,775+1.8% | Added |
| New York State Common Retirement Fund | 154,929 | $21.1M | 0.03% | −74,640−32.5% | Reduced |
| UBS Asset Management Americas Inc | 242,037 | $21.5M | 0.01% | 00.0% | Unchanged |
| Woodson Capital Management, LP | 170,000 | $23.1M | 3.85% | −200,000−54.1% | Reduced |
| GoodHaven Capital Management, LLC | 172,240 | $23.4M | 14.04% | −200−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 182,450 | $24.8M | 0.21% | +101,968+126.7% | Added |
| Assenagon Asset Management S.A. | 183,090 | $24.9M | 0.10% | +183,090 | New |
| Los Angeles Capital Management LLC | 188,014 | $25.6M | 0.10% | +188,014 | New |
| American International Group, Inc. | 193,312 | $26.3M | 0.16% | −33,760−14.9% | Reduced |
| New York State Teachers Retirement System | 196,393 | $26.7M | 0.06% | −23,577−10.7% | Reduced |
| Putnam Investments LLC | 196,502 | $26.7M | 0.04% | +196,502 | New |
| National Pension Service | 206,600 | $28.1M | 0.05% | +206,600 | New |
| Teacher Retirement System of Texas | 210,042 | $28.6M | 0.19% | +158,409+306.8% | Added |
| Goldentree Asset Management LP | 210,388 | $28.6M | 2.60% | −322,364−60.5% | Reduced |
| Royce & Associates LP | 210,403 | $28.6M | 0.28% | −28,669−12.0% | Reduced |
| Russell Investments Group, Ltd. | 210,547 | $28.6M | 0.06% | +150,665+251.6% | Added |
| Credit Suisse AG | 213,183 | $29.0M | 0.03% | +74,192+53.4% | Added |
| Amundi | 213,095 | $29.1M | 0.01% | −18,492−8.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 214,863 | $29.2M | 0.47% | −272,487−55.9% | Reduced |
| California State Teachers Retirement System | 224,306 | $30.5M | 0.04% | +41,541+22.7% | Added |
| Fisher Asset Management, LLC | 231,241 | $31.4M | 0.02% | −45,419−16.4% | Reduced |
| Schroder Investment Management Group | 250,902 | $34.1M | 0.05% | +234,298+1,411.1% | Added |
| American Century Companies Inc | 252,823 | $34.4M | 0.03% | +9,105+3.7% | Added |
| California Public Employees Retirement System | 256,457 | $34.9M | 0.03% | −28,177−9.9% | Reduced |
| RBF Capital, LLC | 258,711 | $35.2M | 2.19% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 262,900 | $35.8M | 0.34% | +217,900+484.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 272,996 | $37.1M | 0.09% | +248,677+1,022.6% | Added |
| Franklin Resources Inc | 279,187 | $38.0M | 0.02% | +108,081+63.2% | Added |
| Driehaus Capital Management LLC | 281,396 | $38.3M | 0.48% | −7,805−2.7% | Reduced |
| Citigroup Inc | 282,485 | $38.4M | 0.05% | +149,022+111.7% | Added |
| Korea Investment CORP | 290,621 | $39.5M | 0.11% | +290,621 | New |
| JB Capital Partners LP | 292,265 | $39.7M | 8.56% | 00.0% | Unchanged |
| HRT Financial LP | 297,528 | $40.5M | 0.38% | +297,528 | New |
| Retirement Systems of Alabama | 297,674 | $40.5M | 0.18% | −49,866−14.3% | Reduced |
| Hill City Capital, LP | 300,000 | $40.8M | 6.24% | 00.0% | Unchanged |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 310,300 | $42.2M | 1.47% | +310,300 | New |
| Panagora Asset Management Inc | 313,749 | $42.7M | 0.25% | +140,598+81.2% | Added |
| Goldman Sachs Group Inc | 317,406 | $43.2M | 0.01% | −17,540−5.2% | Reduced |
| Brandywine Global Investment Management, LLC | 328,660 | $44.7M | 0.37% | −8,758−2.6% | Reduced |