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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 153,226 | $20.8M | 0.06% | −138,591−47.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 152,484 | $20.7M | 1.26% | −37,404−19.7% | Reduced |
| Interval Partners, LP | 152,089 | $20.7M | 1.04% | +122,089+407.0% | Added |
| Citadel Advisors LLC | 149,734 | $20.4M | 0.02% | +94,485+171.0% | Added |
| State Board of Administration of Florida Retirement System | 147,946 | $20.1M | 0.04% | +12,680+9.4% | Added |
| Ensign Peak Advisors, Inc | 147,455 | $20.1M | 0.04% | −62,875−29.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 146,300 | $19.9M | 0.05% | +46,382+46.4% | Added |
| Wells Fargo & Company | 143,721 | $19.5M | 0.01% | −15,613−9.8% | Reduced |
| Illinois Municipal Retirement Fund | 139,710 | $19.0M | 0.38% | +74,644+114.7% | Added |
| Raymond James & Associates | 137,182 | $18.7M | 0.02% | −4,148−2.9% | Reduced |
| Hodges Capital Management Inc. | 98,551 | $18.1M | 1.06% | −34,785−26.1% | Reduced |
| Great West Life Assurance Co | 129,696 | $17.7M | 0.04% | +11,743+10.0% | Added |
| Mackenzie Financial Corp | 129,160 | $17.6M | 0.03% | −24,049−15.7% | Reduced |
| Scopus Asset Management, L.P. | 126,473 | $17.2M | 0.60% | −68,527−35.1% | Reduced |
| Cerity Partners LLC | 125,959 | $17.1M | 0.07% | −56,772−31.1% | Reduced |
| LPL Financial LLC | 118,641 | $16.1M | 0.01% | −15,543−11.6% | Reduced |
| Stadium Capital Management LLC | 117,175 | $15.9M | 13.79% | −269,965−69.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 115,891 | $15.8M | 0.02% | −369,687−76.1% | Reduced |
| Thornburg Investment Management Inc | 115,863 | $15.8M | 0.26% | −41,261−26.3% | Reduced |
| Texas Permanent School Fund | 112,853 | $15.3M | 0.14% | −19,135−14.5% | Reduced |
| Bridgeway Capital Management, LLC | 110,200 | $15.0M | 0.36% | −55,800−33.6% | Reduced |
| Whittier Trust Co | 105,076 | $14.3M | 0.25% | −14,702−12.3% | Reduced |
| Mutual of America Capital Management LLC | 104,192 | $14.2M | 0.16% | −101,165−49.3% | Reduced |
| Bridgewater Associates, LP | 103,880 | $14.1M | 0.09% | −56,917−35.4% | Reduced |
| Thrivent Financial for Lutherans | 103,404 | $14.1M | 0.03% | +64,293+164.4% | Added |
| Manufacturers Life Insurance Company, The | 96,469 | $13.1M | 0.01% | −17,948−15.7% | Reduced |
| Oregon Public Employees Retirement Fund | 94,340 | $12.8M | 0.15% | +51,209+118.7% | Added |
| Paradigm Capital Management Inc | 94,075 | $12.8M | 0.73% | −3,800−3.9% | Reduced |
| First Republic Investment Management, Inc. | 92,653 | $12.6M | 0.07% | −16,083−14.8% | Reduced |
| SEI Investments Co | 89,892 | $12.2M | 0.02% | −17,416−16.2% | Reduced |
| Waterfront Capital Partners, LLC | 87,978 | $12.0M | 1.00% | −57,022−39.3% | Reduced |
| Picton Mahoney Asset Management | 87,393 | $11.9M | 0.58% | +18,913+27.6% | Added |
| Voya Investment Management LLC | 87,147 | $11.9M | 0.01% | +4,521+5.5% | Added |
| Amalgamated Bank | 85,401 | $11.6M | 0.09% | −15,465−15.3% | Reduced |
| Andra AP-fonden | 84,700 | $11.5M | 0.29% | +84,700 | New |
| State of New Jersey Common Pension Fund D | 82,248 | $11.2M | 0.04% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 81,496 | $11.1M | 0.02% | −18,010−18.1% | Reduced |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79,577 | $10.8M | 0.03% | +79,577 | New |
| Ergoteles LLC | 79,565 | $10.8M | 0.52% | +79,565 | New |
| Wedge Capital Management L L P | 78,271 | $10.6M | 0.17% | +10,099+14.8% | Added |
| Voloridge Investment Management, LLC | 78,050 | $10.6M | 0.05% | −13,882−15.1% | Reduced |
| MetLife Investment Management | 76,795 | $10.4M | 0.08% | −13,418−14.9% | Reduced |
| Public Employees Retirement System of Ohio | 76,130 | $10.4M | 0.04% | −1,440−1.9% | Reduced |
| AXA S.A. | 76,107 | $10.4M | 0.03% | +76,107 | New |
| Crown Advisors Management, Inc. | 75,000 | $10.2M | 6.65% | −25,000−25.0% | Reduced |
| HSBC Holdings PLC | 73,602 | $10.0M | 0.01% | +61,382+502.3% | Added |
| Stifel Financial Corp | 71,720 | $9.75M | 0.01% | −2,956−4.0% | Reduced |
| Moore Capital Management, LP | 71,508 | $9.73M | 0.24% | +71,508 | New |
| Allspring Global Investments Holdings, LLC | 70,998 | $9.66M | 0.02% | −1,604,553−95.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,506 | $9.45M | 0.04% | +50,524+266.2% | Added |
| Prudential PLC | 69,201 | $9.41M | 0.11% | +39,014+129.2% | Added |
| Scout Investments, Inc. | 64,818 | $9.19M | 0.19% | +14,909+29.9% | Added |
| Nomura Asset Management Co Ltd | 67,249 | $9.15M | 0.04% | +13,137+24.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 67,110 | $9.13M | 0.40% | +67,110 | New |
| Vinva Investment Management Ltd | 66,106 | $9.00M | 0.79% | +66,106 | New |
| Mn Services Vermogensbeheer B.V. | 65,800 | $8.95M | 0.08% | +65,800 | New |
| State of Tennessee, Treasury Department | 64,960 | $8.83M | 0.04% | −62,075−48.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 64,717 | $8.80M | 0.30% | −12,720−16.4% | Reduced |
| Yousif Capital Management, LLC | 64,622 | $8.79M | 0.11% | −12,129−15.8% | Reduced |
| Capital Fund Management S.A. | 64,562 | $8.78M | 0.14% | +64,562 | New |
| Lodge Hill Capital, LLC | 64,300 | $8.74M | 2.96% | −75,700−54.1% | Reduced |
| Jupiter Asset Management Ltd | 63,372 | $8.61M | 0.09% | +63,372 | New |
| Treasurer of the State of North Carolina | 63,146 | $8.59M | 0.05% | −5,300−7.7% | Reduced |
| ClariVest Asset Management LLC | 62,508 | $8.50M | 0.43% | +62,465+145,267.4% | Added |
| Soapstone Management L.P. | 62,500 | $8.50M | 3.80% | −197,500−76.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,955 | $8.43M | 0.07% | −4,334−6.5% | Reduced |
| Envestnet Asset Management Inc | 61,866 | $8.41M | 0.00% | −782,652−92.7% | Reduced |
| Nicholas Company, Inc. | 61,079 | $8.31M | 0.16% | −22,760−27.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,870 | $8.28M | 0.08% | −11,003−15.3% | Reduced |
| Cambria Investment Management, L.P. | 60,143 | $8.18M | 0.68% | +52,959+737.2% | Added |
| CI Private Wealth, LLC | 59,739 | $8.12M | 0.02% | +2,802+4.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 58,946 | $8.02M | 0.97% | −17,438−22.8% | Reduced |
| South Dakota Investment Council | 58,732 | $7.99M | 0.17% | −42,058−41.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 58,360 | $7.94M | 0.17% | +33,635+136.0% | Added |
| Hudson Value Partners, LLC | 57,513 | $7.82M | 4.00% | −2,575−4.3% | Reduced |
| Twinbeech Capital LP | 56,018 | $7.62M | 0.15% | +52,505+1,494.6% | Added |
| Asset Management One Co.,Ltd. | 55,389 | $7.53M | 0.03% | +55,389 | New |
| Raymond James Financial Services Advisors, Inc. | 55,187 | $7.51M | 0.01% | +44,749+428.7% | Added |
| Aquatic Capital Management LLC | 55,000 | $7.48M | 0.40% | +55,000 | New |
| Lombard Odier Asset Management (USA) Corp | 54,810 | $7.45M | 0.84% | −14,000−20.3% | Reduced |
| Altus Wealth Group LLC | 54,469 | $7.41M | 4.55% | −3,038−5.3% | Reduced |
| Argent Capital Management LLC | 54,209 | $7.37M | 0.24% | +250+0.5% | Added |
| D. E. Shaw & Co., Inc. | 53,765 | $7.31M | 0.01% | +50,265+1,436.1% | Added |
| Catalyst Capital Advisors LLC | 53,500 | $7.28M | 0.21% | −2,950−5.2% | Reduced |
| Engle Capital Management, L.P. | 53,000 | $7.21M | 2.23% | +53,000 | New |
| Telemus Capital, LLC | 52,745 | $7.17M | 0.61% | +568+1.1% | Added |
| Prudential Financial Inc | 52,285 | $7.11M | 0.01% | +5,624+12.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 52,050 | $7.08M | 0.01% | +52,050 | New |
| Forsta Ap-Fonden | 52,000 | $7.07M | 0.08% | +52,000 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 51,157 | $6.96M | 0.16% | +38,378+300.3% | Added |
| Gotham Asset Management, LLC | 51,042 | $6.94M | 0.15% | +6,002+13.3% | Added |
| UBS Group AG | 50,965 | $6.93M | 0.00% | −37,418−42.3% | Reduced |
| Navellier & Associates Inc | 50,181 | $6.82M | 1.33% | +394+0.8% | Added |
| Railway Pension Investments Ltd | 49,000 | $6.66M | 0.07% | +49,000 | New |
| Advisor Group Holdings, Inc. | 47,991 | $6.53M | 0.01% | −12,087−20.1% | Reduced |
| Clark Estates Inc | 47,700 | $6.49M | 1.09% | −5,000−9.5% | Reduced |
| Swedbank AB | 47,310 | $6.43M | 0.01% | +47,310 | New |
| Paradiem, LLC | 47,024 | $6.40M | 1.82% | −5,657−10.7% | Reduced |