Skip to main content

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, Q3 2023

Institutional positions in Builders FirstSource, Inc. as of Sep 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
675
+17 vs. Q2 2023
Shares held
116.4M
−1.70M (−1.4%) vs. Q2 2023
Total value
$14.6B
−$1.49B (−9.3%) vs. Q2 2023
New holders
85
221 more added
Sold out
68
288 more reduced

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 675 institutions
Q1 2021: 380 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 494 institutionsQ1 2022: 509 institutionsQ2 2022: 491 institutionsQ3 2022: 490 institutionsQ4 2022: 518 institutionsQ1 2023: 544 institutionsQ2 2023: 662 institutionsQ3 2023: 675 institutionsQ4 2023: 745 institutionsQ1 2024: 859 institutionsQ2 2024: 776 institutionsQ3 2024: 832 institutionsQ4 2024: 819 institutionsQ1 2025: 786 institutionsQ2 2025: 776 institutionsQ3 2025: 778 institutionsQ4 2025: 768 institutionsQ1 2026: 726 institutionsQ2 2026: 671 institutions
Value heldQ3 2023: $14.6B
Q1 2021: $9.58BQ2 2021: $8.75BQ3 2021: $10.5BQ4 2021: $15.0BQ1 2022: $11.1BQ2 2022: $8.58BQ3 2022: $8.81BQ4 2022: $9.03BQ1 2023: $11.5BQ2 2023: $16.1BQ3 2023: $14.6BQ4 2023: $19.3BQ1 2024: $23.4BQ2 2024: $15.1BQ3 2024: $21.4BQ4 2024: $15.6BQ1 2025: $13.7BQ2 2025: $12.7BQ3 2025: $13.6BQ4 2025: $10.8BQ1 2026: $8.74BQ2 2026: $9.63B
Institutions holding BLDR and their total value by quarter
QuarterHoldersValue
Q2 2026671$9.63B
Q1 2026726$8.74B
Q4 2025768$10.8B
Q3 2025778$13.6B
Q2 2025776$12.7B
Q1 2025786$13.7B
Q4 2024819$15.6B
Q3 2024832$21.4B
Q2 2024776$15.1B
Q1 2024859$23.4B
Q4 2023745$19.3B
Q3 2023675$14.6B
Q2 2023662$16.1B
Q1 2023544$11.5B
Q4 2022518$9.03B
Q3 2022490$8.81B
Q2 2022491$8.58B
Q1 2022509$11.1B
Q4 2021494$15.0B
Q3 2021404$10.5B
Q2 2021403$8.75B
Q1 2021380$9.58B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q2 2023.

Institutions holding BLDR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Natixis Advisors, L.P.19,124$2.38M0.01%−6,792−26.2%Reduced
Ibex Wealth Advisors19,189$2.39M0.61%+19,189New
Brasada Capital Management, LP20,267$2.40M0.56%−1,478−6.8%Reduced
HighTower Advisors, LLC19,409$2.41M0.00%+73+0.4%Added
JustInvest LLC21,274$2.65M0.08%+1,207+6.0%Added
Toroso Investments, LLC21,535$2.68M0.08%+1,825+9.3%Added
Duality Advisers, LP21,788$2.71M0.33%+13,231+154.6%Added
Utah Retirement Systems21,900$2.73M0.04%00.0%Unchanged
Captrust Financial Advisors21,958$2.73M0.01%+49+0.2%Added
Epacria Capital Partners, LLC22,533$2.81M2.32%00.0%Unchanged
Strategic Global Advisors, LLC22,580$2.81M0.47%+22,580New
EAM Global Investors LLC22,604$2.81M0.76%−13,463−37.3%Reduced
Standard Life Aberdeen plc23,096$2.88M0.01%+18,912+452.0%Added
Van Eck Associates Corp23,139$2.88M0.01%+770+3.4%Added
Burney Co23,249$2.89M0.14%+3,139+15.6%Added
Handelsbanken Fonder AB23,619$2.94M0.02%00.0%Unchanged
Regal Investment Advisors LLC23,646$2.94M0.25%−8,727−27.0%Reduced
Prescott Group Capital Management, L.L.C.23,737$2.96M0.65%−7,500−24.0%Reduced
Stratos Wealth Partners, LTD.24,306$3.03M0.07%−2,333−8.8%Reduced
Toronto Dominion Bank24,474$3.05M0.01%−8,680−26.2%Reduced
Hudson Bay Capital Management LP24,900$3.10M0.03%−5,100−17.0%Reduced
Cetera Advisor Networks LLC25,302$3.15M0.02%+1,236+5.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,320$3.15M0.03%−36,635−59.1%Reduced
New Mexico Educational Retirement Board25,600$3.19M0.14%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)25,915$3.23M0.02%−2,141−7.6%Reduced
IFM Investors Pty Ltd26,428$3.29M0.04%−142−0.5%Reduced
Wall Street Access Asset Management, LLC26,690$3.32M1.70%−60−0.2%Reduced
Monument Capital Management26,878$3.35M1.12%−1,628−5.7%Reduced
Northwestern Mutual Investment Management Company, LLC27,730$3.45M0.09%−754−2.6%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund28,500$3.55M0.05%+800+2.9%Added
First Dallas Securities Inc.28,576$3.56M0.82%+24,901+677.6%Added
Thoroughbred Financial Services, LLC29,073$3.62M0.35%+8,302+40.0%Added
CWM Advisors, LLC29,433$3.66M0.47%−15,792−34.9%Reduced
Strategic Investment Advisors29,699$3.70M0.61%−549−1.8%Reduced
Rafferty Asset Management, LLC30,124$3.75M0.02%+1,957+6.9%Added
Investment Management Corp of Ontario30,379$3.78M0.15%+30,379New
Guggenheim Capital LLC30,571$3.81M0.03%+1,214+4.1%Added
Walleye Trading LLC31,092$3.87M0.09%+1,032+3.4%Added
DnB Asset Management AS31,948$3.98M0.02%+2,757+9.4%Added
Paradiem, LLC32,439$4.04M1.21%−14,585−31.0%Reduced
Janney Montgomery Scott LLC32,514$4.05M0.02%+469+1.5%Added
Hennessy Advisors Inc32,900$4.10M0.29%−900−2.7%Reduced
Hancock Whitney Corp32,931$4.10M0.17%−6,302−16.1%Reduced
Tocqueville Asset Management L.P.33,066$4.12M0.08%−11,666−26.1%Reduced
Swiss Life Asset Management Ltd33,502$4.17M0.06%+28,754+605.6%Added
FORA Capital, LLC34,325$4.27M0.38%+31,860+1,292.5%Added
Arizona State Retirement System34,968$4.35M0.04%−2,697−7.2%Reduced
McKinley Capital Management LLC /Delaware35,153$4.38M0.61%−1,636−4.4%Reduced
Louisiana State Employees Retirement System35,400$4.41M0.10%−2,000−5.3%Reduced
Zacks Investment Management35,538$4.42M0.06%+13,201+59.1%Added
Transform Wealth, LLC35,818$4.46M0.47%+35,818New
Bank of Montreal35,041$4.47M0.00%−1,470−4.0%Reduced
Kornitzer Capital Management Inc35,999$4.48M0.09%00.0%Unchanged
Marshall Wace, LLP36,043$4.49M0.01%+36,043New
Twin Tree Management, LP36,124$4.50M0.15%−332,805−90.2%Reduced
State of Michigan Retirement System36,312$4.52M0.03%−3,000−7.6%Reduced
Engineers Gate Manager LP36,596$4.56M0.17%+22,351+156.9%Added
Canada Pension Plan Investment Board36,700$4.57M0.01%−2,500−6.4%Reduced
Hook Mill Capital Partners, LP36,773$4.58M1.78%+5,196+16.5%Added
Quantinno Capital Management LP39,590$4.93M0.22%−2,306−5.5%Reduced
Ritholtz Wealth Management40,165$5.00M0.22%+1,024+2.6%Added
Prudential Financial Inc40,602$5.05M0.01%−11,683−22.3%Reduced
Appian Way Asset Management LP40,922$5.09M1.74%+40,922New
Meeder Asset Management Inc40,950$5.10M0.40%−1,042−2.5%Reduced
Tabor Asset Management, LP40,990$5.10M2.68%+17,477+74.3%Added
Two Sigma Investments, LP42,063$5.24M0.01%+17,963+74.5%Added
Royal London Asset Management Ltd42,486$5.29M0.02%+42,486New
Ameritas Investment Partners, Inc.42,743$5.32M0.21%−3,964−8.5%Reduced
Argent Capital Management LLC43,547$5.42M0.19%−10,662−19.7%Reduced
Mariner, LLC64,186$5.43M0.01%+50,365+364.4%Added
State of Alaska, Department of Revenue43,789$5.45M0.07%−1,460−3.2%Reduced
Kingfisher Capital LLC44,177$5.50M1.50%−110.0%Reduced
Nilsine Partners, LLC44,183$5.50M0.83%+155+0.4%Added
Teachers Retirement System of the State of Kentucky44,859$5.58M0.06%−16,011−26.3%Reduced
AustralianSuper Pty Ltd45,115$5.62M0.04%+45,115New
South Dakota Investment Council46,049$5.73M0.13%−12,683−21.6%Reduced
BNP Paribas Arbitrage, SA46,503$5.79M0.01%+2,721+6.2%Added
Federated Hermes, Inc.46,702$5.81M0.02%+15,167+48.1%Added
Nicholas Company, Inc.46,889$5.84M0.12%−14,190−23.2%Reduced
Navellier & Associates Inc48,332$6.02M1.03%−1,849−3.7%Reduced
Swedbank AB48,912$6.09M0.01%+1,602+3.4%Added
Asset Management One Co.,Ltd.49,498$6.16M0.03%−5,891−10.6%Reduced
Lombard Odier Asset Management (USA) Corp49,633$6.18M1.06%−5,177−9.4%Reduced
Dorsey Wright & Associates49,820$6.20M1.93%+37,176+294.0%Added
DekaBank Deutsche Girozentrale49,231$6.21M0.01%+17,030+52.9%Added
Point72 Middle East FZE50,559$6.29M0.38%+22,646+81.1%Added
Telemus Capital, LLC50,792$6.32M0.59%−1,953−3.7%Reduced
Catalyst Capital Advisors LLC51,500$6.41M0.18%−2,000−3.7%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management52,312$6.51M0.26%+6,155+13.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main52,615$6.55M0.01%+41,921+392.0%Added
Hodges Capital Management Inc.54,111$6.74M0.80%−44,440−45.1%Reduced
Altus Wealth Group LLC54,469$6.78M4.30%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund54,670$6.81M0.03%+28,826+111.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.55,140$6.86M0.01%+3,090+5.9%Added
Scout Investments, Inc.56,017$6.89M0.16%−8,801−13.6%Reduced
Picton Mahoney Asset Management55,352$6.89M0.32%−32,041−36.7%Reduced
Wedge Capital Management L L P55,547$6.92M0.14%−22,724−29.0%Reduced
Hudson Value Partners, LLC55,635$6.93M3.64%−1,878−3.3%Reduced
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH56,337$7.01M0.31%−10,773−16.1%Reduced
Gotham Asset Management, LLC57,261$7.13M0.15%+6,219+12.2%Added