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
ClariVest Asset Management LLC58,386$7.27M0.40%−4,122−6.6%Reduced
Smith, Graham & Co., Investment Advisors, LP58,431$7.27M0.90%−515−0.9%Reduced
CI Private Wealth, LLC59,527$7.41M0.02%−212−0.4%Reduced
Yousif Capital Management, LLC59,897$7.46M0.09%−4,725−7.3%Reduced
Soapstone Management L.P.60,000$7.47M3.45%−2,500−4.0%Reduced
Allspring Global Investments Holdings, LLC61,686$7.68M0.01%−9,312−13.1%Reduced
Treasurer of the State of North Carolina63,448$7.90M0.04%+302+0.5%Added
Cambria Investment Management, L.P.63,881$7.95M0.65%+3,738+6.2%Added
Thrivent Financial for Lutherans65,072$8.10M0.02%−38,332−37.1%Reduced
Whittier Trust Co of Nevada Inc65,486$8.15M0.29%+769+1.2%Added
Mn Services Vermogensbeheer B.V.65,800$8.19M0.08%00.0%Unchanged
State of Tennessee, Treasury Department66,820$8.32M0.03%+1,860+2.9%Added
Empowered Funds, LLC69,126$8.61M0.25%−10,524−13.2%Reduced
HRT Financial LP71,131$8.86M0.09%−226,397−76.1%Reduced
Storebrand Asset Management AS71,369$8.88M0.04%+46,242+184.0%Added
Forsta Ap-Fonden71,400$8.89M0.10%+19,400+37.3%Added
BI Asset Management Fondsmaeglerselskab A/S71,581$8.91M0.21%+20,424+39.9%Added
MetLife Investment Management71,705$8.93M0.07%−5,090−6.6%Reduced
SEI Investments Co72,059$8.97M0.02%−17,833−19.8%Reduced
State of New Jersey Common Pension Fund D72,201$8.99M0.03%−10,047−12.2%Reduced
Public Employees Retirement System of Ohio72,403$9.01M0.04%−3,727−4.9%Reduced
Schonfeld Strategic Advisors LLC73,276$9.12M0.08%−109,174−59.8%Reduced
Vinva Investment Management Ltd70,886$9.12M0.87%+4,780+7.2%Added
Allianz Asset Management GmbH73,791$9.19M0.02%−7,705−9.5%Reduced
UBS Group AG74,111$9.23M0.00%+23,146+45.4%Added
Crown Advisors Management, Inc.75,000$9.34M6.64%00.0%Unchanged
Oregon Public Employees Retirement Fund75,253$9.37M0.13%−19,087−20.2%Reduced
State of Wisconsin Investment Board77,010$9.59M0.03%−76,216−49.7%Reduced
Driehaus Capital Management LLC78,888$9.82M0.13%−202,508−72.0%Reduced
Raymond James Financial Services Advisors, Inc.81,353$10.1M0.02%+26,166+47.4%Added
Stifel Financial Corp85,488$10.6M0.01%+13,768+19.2%Added
Prudential PLC87,220$10.9M0.13%+18,019+26.0%Added
Voya Investment Management LLC89,197$11.1M0.01%+2,050+2.4%Added
First Republic Investment Management, Inc.90,391$11.3M0.03%−2,262−2.4%Reduced
Nomura Asset Management Co Ltd90,814$11.3M0.05%+23,565+35.0%Added
Manufacturers Life Insurance Company, The92,561$11.5M0.01%−3,908−4.1%Reduced
Mutual of America Capital Management LLC92,879$11.6M0.14%−11,313−10.9%Reduced
Paradigm Capital Management Inc94,075$11.7M0.67%00.0%Unchanged
Bridgeway Capital Management, LLC95,000$11.8M0.29%−15,200−13.8%Reduced
Amalgamated Bank97,122$12.1M0.10%+11,721+13.7%Added
Thornburg Investment Management Inc100,107$12.4M0.20%−15,756−13.6%Reduced
Railway Pension Investments Ltd101,100$12.6M0.14%+52,100+106.3%Added
Stadium Capital Management LLC101,217$12.6M10.42%−15,958−13.6%Reduced
Los Angeles Capital Management LLC102,770$12.8M0.05%−85,244−45.3%Reduced
Trexquant Investment LP103,537$12.9M0.32%+103,537New
Cubist Systematic Strategies, LLC104,130$13.0M0.16%+89,630+618.1%Added
Andra AP-fonden105,200$13.1M0.77%+20,500+24.2%Added
Texas Permanent School Fund106,290$13.2M0.13%−6,563−5.8%Reduced
Whittier Trust Co107,568$13.4M0.24%+2,492+2.4%Added
Assenagon Asset Management S.A.108,809$13.5M0.05%−74,281−40.6%Reduced
Citadel Advisors LLC112,524$14.0M0.02%−37,210−24.9%Reduced
Millennium Management LLC114,733$14.3M0.01%−379,373−76.8%Reduced
Illinois Municipal Retirement Fund115,987$14.4M0.27%−23,723−17.0%Reduced
New York State Common Retirement Fund116,119$14.5M0.02%−38,810−25.1%Reduced
D. E. Shaw & Co., Inc.117,204$14.6M0.02%+63,439+118.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)117,207$14.6M0.06%+47,701+68.6%Added
1832 Asset Management L.P.117,292$14.6M0.03%+71,032+153.5%Added
Envestnet Asset Management Inc121,817$15.2M0.01%+59,951+96.9%Added
Macquarie Group Ltd122,692$15.3M0.02%+108,854+786.6%Added
Raymond James & Associates128,061$15.9M0.01%−9,121−6.6%Reduced
Citigroup Inc128,955$16.1M0.02%−153,530−54.3%Reduced
Squarepoint Ops LLC131,760$16.4M0.08%+118,019+858.9%Added
Punch & Associates Investment Management, Inc.132,921$16.5M1.06%−19,563−12.8%Reduced
Achmea Investment Management B.V.133,829$16.7M0.36%+111,153+490.2%Added
Ensign Peak Advisors, Inc135,293$16.8M0.04%−12,162−8.2%Reduced
Mackenzie Financial Corp148,058$17.3M0.03%+18,898+14.6%Added
KBC Group NV139,706$17.4M0.07%+133,967+2,334.3%Added
AXA S.A.140,702$17.5M0.06%+64,595+84.9%Added
Bridgewater Associates, LP143,815$17.9M0.11%+39,935+38.4%Added
State Board of Administration of Florida Retirement System147,760$18.4M0.04%−186−0.1%Reduced
Woodson Capital Management, LP150,000$18.7M4.03%−20,000−11.8%Reduced
Victory Capital Management Inc150,532$18.7M0.02%−185,684−55.2%Reduced
Great West Life Assurance Co153,410$19.1M0.05%+23,714+18.3%Added
Lodge Hill Capital, LLC159,300$19.8M6.50%+95,000+147.7%Added
Twinbeech Capital LP164,490$20.5M0.39%+108,472+193.6%Added
Royce & Associates LP168,376$21.0M0.21%−42,027−20.0%Reduced
GoodHaven Capital Management, LLC172,240$21.4M11.24%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.172,381$21.5M0.07%+92,804+116.6%Added
Advisor Group Holdings, Inc.174,205$21.7M0.03%+126,214+263.0%Added
Wells Fargo & Company175,175$21.8M0.01%+31,454+21.9%Added
American International Group, Inc.176,184$21.9M0.14%−17,128−8.9%Reduced
New York State Teachers Retirement System183,652$22.9M0.06%−12,741−6.5%Reduced
Putnam Investments LLC186,282$23.2M0.04%−10,220−5.2%Reduced
National Pension Service195,400$23.8M0.04%−11,200−5.4%Reduced
HSBC Holdings PLC193,404$24.1M0.03%+119,802+162.8%Added
LPL Financial LLC197,971$24.6M0.02%+79,330+66.9%Added
Comerica Bank208,286$25.9M0.14%+208,286New
Thompson Siegel & Walmsley LLC209,257$26.1M0.43%−5,606−2.6%Reduced
California State Teachers Retirement System212,278$26.4M0.04%−12,028−5.4%Reduced
Franklin Resources Inc213,343$26.6M0.01%−65,844−23.6%Reduced
First Trust Advisors LP216,562$27.0M0.03%−203,611−48.5%Reduced
Credit Suisse AG213,940$27.1M0.03%+757+0.4%Added
Fisher Asset Management, LLC226,377$28.2M0.02%−4,864−2.1%Reduced
Russell Investments Group, Ltd.252,436$31.5M0.06%+41,889+19.9%Added
Virginia Retirement Systems Et Al253,700$31.6M0.31%−9,200−3.5%Reduced
RBF Capital, LLC258,711$32.2M2.13%00.0%Unchanged
Korea Investment CORP258,915$32.2M0.09%−31,706−10.9%Reduced
American Century Companies Inc261,076$32.5M0.03%+8,253+3.3%Added
California Public Employees Retirement System262,841$32.7M0.03%+6,384+2.5%Added
Capital Fund Management S.A.276,393$34.4M0.46%+211,831+328.1%Added