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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 282,811 | $35.2M | 0.17% | +252,551+834.6% | Added |
| Amundi | 306,535 | $35.6M | 0.02% | +93,440+43.8% | Added |
| Teacher Retirement System of Texas | 287,686 | $35.8M | 0.24% | +77,644+37.0% | Added |
| Retirement Systems of Alabama | 288,625 | $35.9M | 0.17% | −9,049−3.0% | Reduced |
| Panagora Asset Management Inc | 290,291 | $36.1M | 0.22% | −23,458−7.5% | Reduced |
| Hill City Capital, LP | 300,000 | $37.3M | 5.01% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 305,024 | $38.0M | 0.01% | −103,535−25.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 305,302 | $38.0M | 0.10% | +32,306+11.8% | Added |
| Robeco Institutional Asset Management B.V. | 311,348 | $38.8M | 0.10% | +165,048+112.8% | Added |
| Brandywine Global Investment Management, LLC | 317,722 | $39.6M | 0.35% | −10,938−3.3% | Reduced |
| Bank of America Corp | 320,060 | $39.8M | 0.00% | −140,779−30.5% | Reduced |
| Samlyn Capital, LLC | 342,074 | $42.6M | 0.75% | −131,647−27.8% | Reduced |
| Renaissance Technologies LLC | 351,941 | $43.8M | 0.07% | +20,841+6.3% | Added |
| Schroder Investment Management Group | 365,069 | $45.4M | 0.07% | +114,167+45.5% | Added |
| Commerce Bank | 367,700 | $45.8M | 0.36% | +12,681+3.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 378,106 | $47.1M | 0.04% | +20,108+5.6% | Added |
| Rhumbline Advisers | 379,416 | $47.2M | 0.05% | −11,276−2.9% | Reduced |
| Royal Bank of Canada | 386,599 | $48.1M | 0.01% | −45,277−10.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 388,941 | $48.4M | 0.28% | −1,623−0.4% | Reduced |
| Goldentree Asset Management LP | 394,583 | $49.1M | 5.18% | +184,195+87.6% | Added |
| Cookson Peirce & Co Inc | 405,496 | $50.5M | 3.31% | −14,730−3.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 411,051 | $51.2M | 0.30% | −49,648−10.8% | Reduced |
| Swiss National Bank | 412,287 | $51.3M | 0.04% | −86,100−17.3% | Reduced |
| Pictet Asset Management Holding SA | 412,906 | $51.4M | 0.06% | +412,906 | New |
| Charles Schwab Investment Management Inc | 416,974 | $51.9M | 0.01% | −346,275−45.4% | Reduced |
| Goldman Sachs Group Inc | 426,118 | $53.0M | 0.01% | +108,712+34.3% | Added |
| Neuberger Berman Group LLC | 426,442 | $53.1M | 0.05% | −83,733−16.4% | Reduced |
| Lord, Abbett & Co. LLC | 434,463 | $54.1M | 0.20% | −13,407−3.0% | Reduced |
| Deutsche Bank AG | 437,912 | $54.5M | 0.04% | −112,634−20.5% | Reduced |
| Jane Street Group, LLC | 448,773 | $55.9M | 0.09% | +294,939+191.7% | Added |
| Price T Rowe Associates Inc | 451,950 | $56.3M | 0.01% | −235,289−34.2% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 460,755 | $57.4M | 2.06% | +150,455+48.5% | Added |
| Principal Financial Group Inc | 474,440 | $59.1M | 0.04% | −19,778−4.0% | Reduced |
| LSV Asset Management | 490,700 | $61.1M | 0.14% | −20,900−4.1% | Reduced |
| Jupiter Asset Management Ltd | 493,071 | $61.4M | 0.68% | +429,699+678.1% | Added |
| Caisse de Depot Et Placement du Quebec | 516,730 | $64.3M | 0.19% | +178,265+52.7% | Added |
| JPMorgan Chase & Co | 527,617 | $65.7M | 0.01% | −34,877−6.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 528,239 | $65.8M | 0.08% | +412,348+355.8% | Added |
| Barclays PLC | 530,371 | $66.0M | 0.04% | +93,915+21.5% | Added |
| Qube Research & Technologies Ltd | 558,322 | $69.5M | 0.21% | +556,501+30,560.2% | Added |
| Nuveen Asset Management, LLC | 562,161 | $70.0M | 0.02% | −17,562−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 589,629 | $73.4M | 1.09% | −122,924−17.3% | Reduced |
| Robotti Robert | 669,756 | $83.4M | 12.25% | −103,254−13.4% | Reduced |
| Capital World Investors | 760,228 | $94.6M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 780,609 | $97.2M | 0.04% | +538,572+222.5% | Added |
| Boston Partners | 787,823 | $97.8M | 0.14% | −123,091−13.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 796,826 | $99.2M | 0.22% | +74,630+10.3% | Added |
| Legal & General Group Plc | 831,395 | $103.5M | 0.04% | +177,188+27.1% | Added |
| Frontier Capital Management Co LLC | 840,785 | $104.7M | 1.15% | −546,061−39.4% | Reduced |
| Ameriprise Financial Inc | 845,164 | $105.2M | 0.03% | +55,216+7.0% | Added |
| Man Group plc | – | $110.4M | 0.34% | – | – |
| Artemis Investment Management LLP | 910,614 | $113.3M | 1.58% | −128,938−12.4% | Reduced |
| Evercore Wealth Management, LLC | 914,605 | $113.9M | 2.13% | +11,368+1.3% | Added |
| Dendur Capital LP | 1,034,903 | $128.8M | 18.20% | +30,000+3.0% | Added |
| Anomaly Capital Management, LP | 1,090,296 | $135.7M | 6.21% | +260,185+31.3% | Added |
| Northern Trust Corp | 1,254,464 | $156.2M | 0.03% | +99,792+8.6% | Added |
| Westfield Capital Management Co LP | 1,273,570 | $158.5M | 1.08% | −369,416−22.5% | Reduced |
| Morgan Stanley | 1,297,317 | $161.5M | 0.02% | +95,250+7.9% | Added |
| Norges Bank | 1,323,491 | $164.8M | 0.03% | +152,408+13.0% | Added |
| Bank of New York Mellon Corp | 1,333,994 | $166.1M | 0.04% | −68,561−4.9% | Reduced |
| Southpoint Capital Advisors LP | 1,350,000 | $168.1M | 3.75% | −250,000−15.6% | Reduced |
| AQR Capital Management LLC | 1,573,870 | $195.9M | 0.40% | +256,609+19.5% | Added |
| Assetmark, Inc | 1,696,908 | $211.2M | 0.84% | −56,428−3.2% | Reduced |
| Pacer Advisors, Inc. | 1,718,683 | $214.0M | 0.82% | −227,151−11.7% | Reduced |
| William Blair Investment Management, LLC | 1,724,774 | $214.7M | 0.71% | −979,075−36.2% | Reduced |
| Invesco Ltd. | 1,956,109 | $243.5M | 0.07% | +874,268+80.8% | Added |
| Geode Capital Management, LLC | 2,017,837 | $251.8M | 0.03% | +5,679+0.3% | Added |
| Alliancebernstein L.P. | 2,095,668 | $260.9M | 0.11% | −209,379−9.1% | Reduced |
| FMR LLC | 3,609,351 | $449.3M | 0.04% | −1,721,500−32.3% | Reduced |
| Dimensional Fund Advisors LP | 4,157,230 | $517.6M | 0.17% | −61,394−1.5% | Reduced |
| State Street Corp | 5,049,510 | $628.6M | 0.03% | +264,682+5.5% | Added |
| Wellington Management Group LLP | 8,259,748 | $1.03B | 0.21% | −1,027,317−11.1% | Reduced |
| Vanguard Group Inc | 12,682,752 | $1.58B | 0.04% | +96,638+0.8% | Added |
| BlackRock Inc. | 16,016,051 | $1.99B | 0.06% | +984,890+6.6% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Interval Partners, LP | 0 | $0 | 0.00% | −152,089−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −126,473−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −87,978−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −79,565−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −71,508−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −58,360−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −32,455−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,040−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −25,920−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −24,318−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −21,356−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −18,975−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −18,089−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −15,394−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −15,234−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −11,313−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −9,409−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −7,354−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −7,354−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,339−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,611−100.0% | Sold out |