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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 331,100 | $45.0M | 0.06% | −642,741−66.0% | Reduced |
| Victory Capital Management Inc | 336,216 | $45.7M | 0.05% | −141,630−29.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 338,465 | $46.0M | 0.12% | +338,465 | New |
| Commerce Bank | 355,019 | $48.3M | 0.36% | +10,756+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 357,998 | $48.7M | 0.04% | +357,998 | New |
| Twin Tree Management, LP | 368,929 | $50.2M | 1.03% | +368,774+237,918.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 390,564 | $53.1M | 0.30% | +1,132+0.3% | Added |
| Rhumbline Advisers | 390,692 | $53.1M | 0.06% | −45,784−10.5% | Reduced |
| Massachusetts Financial Services Co | 408,559 | $55.6M | 0.02% | −727,824−64.0% | Reduced |
| Man Group plc | 410,238 | $55.8M | 0.17% | – | – |
| First Trust Advisors LP | 420,173 | $57.1M | 0.06% | +9,634+2.3% | Added |
| Cookson Peirce & Co Inc | 420,226 | $57.2M | 3.49% | +3,965+1.0% | Added |
| Royal Bank of Canada | 431,876 | $58.7M | 0.02% | +257,325+147.4% | Added |
| Barclays PLC | 436,456 | $59.4M | 0.04% | +338,787+346.9% | Added |
| Lord, Abbett & Co. LLC | 447,870 | $60.9M | 0.21% | +5,279+1.2% | Added |
| Jacobs Levy Equity Management, Inc | 460,699 | $62.7M | 0.36% | +416,086+932.7% | Added |
| Bank of America Corp | 460,839 | $62.7M | 0.01% | −65,622−12.5% | Reduced |
| Samlyn Capital, LLC | 473,721 | $64.4M | 1.12% | −147,187−23.7% | Reduced |
| Balyasny Asset Management LLC | 480,672 | $65.4M | 0.18% | +203,729+73.6% | Added |
| Millennium Management LLC | 494,106 | $67.2M | 0.07% | +252,983+104.9% | Added |
| Principal Financial Group Inc | 494,218 | $67.2M | 0.05% | −88,097−15.1% | Reduced |
| Pictet Asset Management SA | 495,323 | $67.4M | 0.08% | +261,538+111.9% | Added |
| Swiss National Bank | 498,387 | $67.8M | 0.05% | +183,100+58.1% | Added |
| Neuberger Berman Group LLC | 510,175 | $69.4M | 0.06% | −4,856−0.9% | Reduced |
| LSV Asset Management | 511,600 | $69.6M | 0.15% | +54,700+12.0% | Added |
| Deutsche Bank AG | 550,546 | $74.9M | 0.04% | +205,980+59.8% | Added |
| JPMorgan Chase & Co | 562,494 | $76.5M | 0.01% | −117,979−17.3% | Reduced |
| Nuveen Asset Management, LLC | 579,723 | $78.8M | 0.03% | −27,875−4.6% | Reduced |
| Legal & General Group Plc | 654,207 | $89.0M | 0.03% | +320,173+95.9% | Added |
| Price T Rowe Associates Inc | 687,239 | $93.5M | 0.01% | −36,229−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 712,553 | $96.9M | 1.44% | −52,536−6.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 722,196 | $98.2M | 0.21% | +68,383+10.5% | Added |
| Capital World Investors | 760,228 | $103.4M | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 763,249 | $103.8M | 0.03% | −107,495−12.3% | Reduced |
| Robotti Robert | 773,010 | $105.1M | 16.97% | −592,612−43.4% | Reduced |
| Ameriprise Financial Inc | 789,948 | $107.4M | 0.03% | +479,501+154.5% | Added |
| Anomaly Capital Management, LP | 830,111 | $112.9M | 4.36% | −717,614−46.4% | Reduced |
| Evercore Wealth Management, LLC | 903,237 | $122.8M | 2.25% | −31,605−3.4% | Reduced |
| Boston Partners | 910,914 | $122.9M | 0.17% | −211,622−18.9% | Reduced |
| Dendur Capital LP | 1,004,903 | $136.7M | 22.06% | −502,452−33.3% | Reduced |
| Artemis Investment Management LLP | 1,039,552 | $141.2M | 1.80% | +228,366+28.2% | Added |
| Invesco Ltd. | 1,081,841 | $147.1M | 0.04% | +259,748+31.6% | Added |
| Northern Trust Corp | 1,154,672 | $157.0M | 0.03% | +59,417+5.4% | Added |
| Norges Bank | 1,171,083 | $159.3M | 0.03% | −144,890−11.0% | Reduced |
| Morgan Stanley | 1,202,067 | $163.5M | 0.02% | +67,338+5.9% | Added |
| AQR Capital Management LLC | 1,317,261 | $179.1M | 0.38% | −134,315−9.3% | Reduced |
| Frontier Capital Management Co LLC | 1,386,846 | $188.6M | 1.81% | −120,495−8.0% | Reduced |
| Bank of New York Mellon Corp | 1,402,555 | $190.7M | 0.04% | −62,676−4.3% | Reduced |
| Southpoint Capital Advisors LP | 1,600,000 | $217.6M | 4.72% | +300,000+23.1% | Added |
| Westfield Capital Management Co LP | 1,642,986 | $223.4M | 1.42% | +911,828+124.7% | Added |
| Assetmark, Inc | 1,753,336 | $238.5M | 0.94% | +126,691+7.8% | Added |
| Pacer Advisors, Inc. | 1,945,834 | $264.6M | 1.07% | −404,411−17.2% | Reduced |
| Geode Capital Management, LLC | 2,012,158 | $274.0M | 0.03% | −126,681−5.9% | Reduced |
| Alliancebernstein L.P. | 2,305,047 | $313.5M | 0.13% | +1,487,620+182.0% | Added |
| William Blair Investment Management, LLC | 2,703,849 | $367.7M | 1.18% | −1,414,895−34.4% | Reduced |
| Dimensional Fund Advisors LP | 4,218,624 | $573.8M | 0.18% | −157,978−3.6% | Reduced |
| State Street Corp | 4,784,828 | $650.7M | 0.03% | +232,105+5.1% | Added |
| FMR LLC | 5,330,851 | $725.0M | 0.06% | −5,139,142−49.1% | Reduced |
| Wellington Management Group LLP | 9,287,065 | $1.26B | 0.24% | −3,906,196−29.6% | Reduced |
| Vanguard Group Inc | 12,586,114 | $1.71B | 0.04% | −1,914,264−13.2% | Reduced |
| BlackRock Inc. | 15,031,161 | $2.04B | 0.06% | +1,320,774+9.6% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Conifer Management, L.L.C. | 0 | $0 | 0.00% | −1,200,000−100.0% | Sold out |
| Hyperion Capital Advisors LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Rit Capital Partners PLC | 0 | $0 | 0.00% | −440,722−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −118,723−100.0% | Sold out |
| ACK Asset Management LLC | 0 | $0 | 0.00% | −70,033−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −57,287−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −39,301−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −32,325−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −24,089−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −21,937−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,005−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,275−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,516−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −11,042−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,483−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,414−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,205−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,816−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −7,958−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −7,745−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −7,106−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −7,243−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −7,221−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| BFT Financial Group, LLC | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −6,035−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −5,426−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,388−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −4,091−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |