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 |
|---|---|---|---|---|---|
| Lodge Hill Capital, LLC | 159,300 | $19.8M | 6.50% | +95,000+147.7% | Added |
| Great West Life Assurance Co | 153,410 | $19.1M | 0.05% | +23,714+18.3% | Added |
| Victory Capital Management Inc | 150,532 | $18.7M | 0.02% | −185,684−55.2% | Reduced |
| Woodson Capital Management, LP | 150,000 | $18.7M | 4.03% | −20,000−11.8% | Reduced |
| State Board of Administration of Florida Retirement System | 147,760 | $18.4M | 0.04% | −186−0.1% | Reduced |
| Bridgewater Associates, LP | 143,815 | $17.9M | 0.11% | +39,935+38.4% | Added |
| AXA S.A. | 140,702 | $17.5M | 0.06% | +64,595+84.9% | Added |
| KBC Group NV | 139,706 | $17.4M | 0.07% | +133,967+2,334.3% | Added |
| Mackenzie Financial Corp | 148,058 | $17.3M | 0.03% | +18,898+14.6% | Added |
| Ensign Peak Advisors, Inc | 135,293 | $16.8M | 0.04% | −12,162−8.2% | Reduced |
| Achmea Investment Management B.V. | 133,829 | $16.7M | 0.36% | +111,153+490.2% | Added |
| Punch & Associates Investment Management, Inc. | 132,921 | $16.5M | 1.06% | −19,563−12.8% | Reduced |
| Squarepoint Ops LLC | 131,760 | $16.4M | 0.08% | +118,019+858.9% | Added |
| Citigroup Inc | 128,955 | $16.1M | 0.02% | −153,530−54.3% | Reduced |
| Raymond James & Associates | 128,061 | $15.9M | 0.01% | −9,121−6.6% | Reduced |
| Macquarie Group Ltd | 122,692 | $15.3M | 0.02% | +108,854+786.6% | Added |
| Envestnet Asset Management Inc | 121,817 | $15.2M | 0.01% | +59,951+96.9% | Added |
| 1832 Asset Management L.P. | 117,292 | $14.6M | 0.03% | +71,032+153.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,207 | $14.6M | 0.06% | +47,701+68.6% | Added |
| D. E. Shaw & Co., Inc. | 117,204 | $14.6M | 0.02% | +63,439+118.0% | Added |
| New York State Common Retirement Fund | 116,119 | $14.5M | 0.02% | −38,810−25.1% | Reduced |
| Illinois Municipal Retirement Fund | 115,987 | $14.4M | 0.27% | −23,723−17.0% | Reduced |
| Millennium Management LLC | 114,733 | $14.3M | 0.01% | −379,373−76.8% | Reduced |
| Citadel Advisors LLC | 112,524 | $14.0M | 0.02% | −37,210−24.9% | Reduced |
| Assenagon Asset Management S.A. | 108,809 | $13.5M | 0.05% | −74,281−40.6% | Reduced |
| Whittier Trust Co | 107,568 | $13.4M | 0.24% | +2,492+2.4% | Added |
| Texas Permanent School Fund | 106,290 | $13.2M | 0.13% | −6,563−5.8% | Reduced |
| Andra AP-fonden | 105,200 | $13.1M | 0.77% | +20,500+24.2% | Added |
| Cubist Systematic Strategies, LLC | 104,130 | $13.0M | 0.16% | +89,630+618.1% | Added |
| Trexquant Investment LP | 103,537 | $12.9M | 0.32% | +103,537 | New |
| Los Angeles Capital Management LLC | 102,770 | $12.8M | 0.05% | −85,244−45.3% | Reduced |
| Stadium Capital Management LLC | 101,217 | $12.6M | 10.42% | −15,958−13.6% | Reduced |
| Railway Pension Investments Ltd | 101,100 | $12.6M | 0.14% | +52,100+106.3% | Added |
| Thornburg Investment Management Inc | 100,107 | $12.4M | 0.20% | −15,756−13.6% | Reduced |
| Amalgamated Bank | 97,122 | $12.1M | 0.10% | +11,721+13.7% | Added |
| Bridgeway Capital Management, LLC | 95,000 | $11.8M | 0.29% | −15,200−13.8% | Reduced |
| Paradigm Capital Management Inc | 94,075 | $11.7M | 0.67% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 92,879 | $11.6M | 0.14% | −11,313−10.9% | Reduced |
| Manufacturers Life Insurance Company, The | 92,561 | $11.5M | 0.01% | −3,908−4.1% | Reduced |
| Nomura Asset Management Co Ltd | 90,814 | $11.3M | 0.05% | +23,565+35.0% | Added |
| First Republic Investment Management, Inc. | 90,391 | $11.3M | 0.03% | −2,262−2.4% | Reduced |
| Voya Investment Management LLC | 89,197 | $11.1M | 0.01% | +2,050+2.4% | Added |
| Prudential PLC | 87,220 | $10.9M | 0.13% | +18,019+26.0% | Added |
| Stifel Financial Corp | 85,488 | $10.6M | 0.01% | +13,768+19.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 81,353 | $10.1M | 0.02% | +26,166+47.4% | Added |
| Driehaus Capital Management LLC | 78,888 | $9.82M | 0.13% | −202,508−72.0% | Reduced |
| State of Wisconsin Investment Board | 77,010 | $9.59M | 0.03% | −76,216−49.7% | Reduced |
| Oregon Public Employees Retirement Fund | 75,253 | $9.37M | 0.13% | −19,087−20.2% | Reduced |
| Crown Advisors Management, Inc. | 75,000 | $9.34M | 6.64% | 00.0% | Unchanged |
| UBS Group AG | 74,111 | $9.23M | 0.00% | +23,146+45.4% | Added |
| Allianz Asset Management GmbH | 73,791 | $9.19M | 0.02% | −7,705−9.5% | Reduced |
| Vinva Investment Management Ltd | 70,886 | $9.12M | 0.87% | +4,780+7.2% | Added |
| Schonfeld Strategic Advisors LLC | 73,276 | $9.12M | 0.08% | −109,174−59.8% | Reduced |
| Public Employees Retirement System of Ohio | 72,403 | $9.01M | 0.04% | −3,727−4.9% | Reduced |
| State of New Jersey Common Pension Fund D | 72,201 | $8.99M | 0.03% | −10,047−12.2% | Reduced |
| SEI Investments Co | 72,059 | $8.97M | 0.02% | −17,833−19.8% | Reduced |
| MetLife Investment Management | 71,705 | $8.93M | 0.07% | −5,090−6.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 71,581 | $8.91M | 0.21% | +20,424+39.9% | Added |
| Forsta Ap-Fonden | 71,400 | $8.89M | 0.10% | +19,400+37.3% | Added |
| Storebrand Asset Management AS | 71,369 | $8.88M | 0.04% | +46,242+184.0% | Added |
| HRT Financial LP | 71,131 | $8.86M | 0.09% | −226,397−76.1% | Reduced |
| Empowered Funds, LLC | 69,126 | $8.61M | 0.25% | −10,524−13.2% | Reduced |
| State of Tennessee, Treasury Department | 66,820 | $8.32M | 0.03% | +1,860+2.9% | Added |
| Mn Services Vermogensbeheer B.V. | 65,800 | $8.19M | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 65,486 | $8.15M | 0.29% | +769+1.2% | Added |
| Thrivent Financial for Lutherans | 65,072 | $8.10M | 0.02% | −38,332−37.1% | Reduced |
| Cambria Investment Management, L.P. | 63,881 | $7.95M | 0.65% | +3,738+6.2% | Added |
| Treasurer of the State of North Carolina | 63,448 | $7.90M | 0.04% | +302+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 61,686 | $7.68M | 0.01% | −9,312−13.1% | Reduced |
| Soapstone Management L.P. | 60,000 | $7.47M | 3.45% | −2,500−4.0% | Reduced |
| Yousif Capital Management, LLC | 59,897 | $7.46M | 0.09% | −4,725−7.3% | Reduced |
| CI Private Wealth, LLC | 59,527 | $7.41M | 0.02% | −212−0.4% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 58,431 | $7.27M | 0.90% | −515−0.9% | Reduced |
| ClariVest Asset Management LLC | 58,386 | $7.27M | 0.40% | −4,122−6.6% | Reduced |
| Gotham Asset Management, LLC | 57,261 | $7.13M | 0.15% | +6,219+12.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 56,337 | $7.01M | 0.31% | −10,773−16.1% | Reduced |
| Hudson Value Partners, LLC | 55,635 | $6.93M | 3.64% | −1,878−3.3% | Reduced |
| Wedge Capital Management L L P | 55,547 | $6.92M | 0.14% | −22,724−29.0% | Reduced |
| Picton Mahoney Asset Management | 55,352 | $6.89M | 0.32% | −32,041−36.7% | Reduced |
| Scout Investments, Inc. | 56,017 | $6.89M | 0.16% | −8,801−13.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,140 | $6.86M | 0.01% | +3,090+5.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 54,670 | $6.81M | 0.03% | +28,826+111.5% | Added |
| Altus Wealth Group LLC | 54,469 | $6.78M | 4.30% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 54,111 | $6.74M | 0.80% | −44,440−45.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 52,615 | $6.55M | 0.01% | +41,921+392.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52,312 | $6.51M | 0.26% | +6,155+13.3% | Added |
| Catalyst Capital Advisors LLC | 51,500 | $6.41M | 0.18% | −2,000−3.7% | Reduced |
| Telemus Capital, LLC | 50,792 | $6.32M | 0.59% | −1,953−3.7% | Reduced |
| Point72 Middle East FZE | 50,559 | $6.29M | 0.38% | +22,646+81.1% | Added |
| DekaBank Deutsche Girozentrale | 49,231 | $6.21M | 0.01% | +17,030+52.9% | Added |
| Dorsey Wright & Associates | 49,820 | $6.20M | 1.93% | +37,176+294.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 49,633 | $6.18M | 1.06% | −5,177−9.4% | Reduced |
| Asset Management One Co.,Ltd. | 49,498 | $6.16M | 0.03% | −5,891−10.6% | Reduced |
| Swedbank AB | 48,912 | $6.09M | 0.01% | +1,602+3.4% | Added |
| Navellier & Associates Inc | 48,332 | $6.02M | 1.03% | −1,849−3.7% | Reduced |
| Nicholas Company, Inc. | 46,889 | $5.84M | 0.12% | −14,190−23.2% | Reduced |
| Federated Hermes, Inc. | 46,702 | $5.81M | 0.02% | +15,167+48.1% | Added |
| BNP Paribas Arbitrage, SA | 46,503 | $5.79M | 0.01% | +2,721+6.2% | Added |
| South Dakota Investment Council | 46,049 | $5.73M | 0.13% | −12,683−21.6% | Reduced |
| AustralianSuper Pty Ltd | 45,115 | $5.62M | 0.04% | +45,115 | New |