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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 44,859 | $5.58M | 0.06% | −16,011−26.3% | Reduced |
| Nilsine Partners, LLC | 44,183 | $5.50M | 0.83% | +155+0.4% | Added |
| Kingfisher Capital LLC | 44,177 | $5.50M | 1.50% | −110.0% | Reduced |
| State of Alaska, Department of Revenue | 43,789 | $5.45M | 0.07% | −1,460−3.2% | Reduced |
| Mariner, LLC | 64,186 | $5.43M | 0.01% | +50,365+364.4% | Added |
| Argent Capital Management LLC | 43,547 | $5.42M | 0.19% | −10,662−19.7% | Reduced |
| Ameritas Investment Partners, Inc. | 42,743 | $5.32M | 0.21% | −3,964−8.5% | Reduced |
| Royal London Asset Management Ltd | 42,486 | $5.29M | 0.02% | +42,486 | New |
| Two Sigma Investments, LP | 42,063 | $5.24M | 0.01% | +17,963+74.5% | Added |
| Tabor Asset Management, LP | 40,990 | $5.10M | 2.68% | +17,477+74.3% | Added |
| Meeder Asset Management Inc | 40,950 | $5.10M | 0.40% | −1,042−2.5% | Reduced |
| Appian Way Asset Management LP | 40,922 | $5.09M | 1.74% | +40,922 | New |
| Prudential Financial Inc | 40,602 | $5.05M | 0.01% | −11,683−22.3% | Reduced |
| Ritholtz Wealth Management | 40,165 | $5.00M | 0.22% | +1,024+2.6% | Added |
| Quantinno Capital Management LP | 39,590 | $4.93M | 0.22% | −2,306−5.5% | Reduced |
| Hook Mill Capital Partners, LP | 36,773 | $4.58M | 1.78% | +5,196+16.5% | Added |
| Canada Pension Plan Investment Board | 36,700 | $4.57M | 0.01% | −2,500−6.4% | Reduced |
| Engineers Gate Manager LP | 36,596 | $4.56M | 0.17% | +22,351+156.9% | Added |
| State of Michigan Retirement System | 36,312 | $4.52M | 0.03% | −3,000−7.6% | Reduced |
| Twin Tree Management, LP | 36,124 | $4.50M | 0.15% | −332,805−90.2% | Reduced |
| Marshall Wace, LLP | 36,043 | $4.49M | 0.01% | +36,043 | New |
| Kornitzer Capital Management Inc | 35,999 | $4.48M | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 35,041 | $4.47M | 0.00% | −1,470−4.0% | Reduced |
| Transform Wealth, LLC | 35,818 | $4.46M | 0.47% | +35,818 | New |
| Zacks Investment Management | 35,538 | $4.42M | 0.06% | +13,201+59.1% | Added |
| Louisiana State Employees Retirement System | 35,400 | $4.41M | 0.10% | −2,000−5.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 35,153 | $4.38M | 0.61% | −1,636−4.4% | Reduced |
| Arizona State Retirement System | 34,968 | $4.35M | 0.04% | −2,697−7.2% | Reduced |
| FORA Capital, LLC | 34,325 | $4.27M | 0.38% | +31,860+1,292.5% | Added |
| Swiss Life Asset Management Ltd | 33,502 | $4.17M | 0.06% | +28,754+605.6% | Added |
| Tocqueville Asset Management L.P. | 33,066 | $4.12M | 0.08% | −11,666−26.1% | Reduced |
| Hancock Whitney Corp | 32,931 | $4.10M | 0.17% | −6,302−16.1% | Reduced |
| Hennessy Advisors Inc | 32,900 | $4.10M | 0.29% | −900−2.7% | Reduced |
| Janney Montgomery Scott LLC | 32,514 | $4.05M | 0.02% | +469+1.5% | Added |
| Paradiem, LLC | 32,439 | $4.04M | 1.21% | −14,585−31.0% | Reduced |
| DnB Asset Management AS | 31,948 | $3.98M | 0.02% | +2,757+9.4% | Added |
| Walleye Trading LLC | 31,092 | $3.87M | 0.09% | +1,032+3.4% | Added |
| Guggenheim Capital LLC | 30,571 | $3.81M | 0.03% | +1,214+4.1% | Added |
| Investment Management Corp of Ontario | 30,379 | $3.78M | 0.15% | +30,379 | New |
| Rafferty Asset Management, LLC | 30,124 | $3.75M | 0.02% | +1,957+6.9% | Added |
| Strategic Investment Advisors | 29,699 | $3.70M | 0.61% | −549−1.8% | Reduced |
| CWM Advisors, LLC | 29,433 | $3.66M | 0.47% | −15,792−34.9% | Reduced |
| Thoroughbred Financial Services, LLC | 29,073 | $3.62M | 0.35% | +8,302+40.0% | Added |
| First Dallas Securities Inc. | 28,576 | $3.56M | 0.82% | +24,901+677.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,500 | $3.55M | 0.05% | +800+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,730 | $3.45M | 0.09% | −754−2.6% | Reduced |
| Monument Capital Management | 26,878 | $3.35M | 1.12% | −1,628−5.7% | Reduced |
| Wall Street Access Asset Management, LLC | 26,690 | $3.32M | 1.70% | −60−0.2% | Reduced |
| IFM Investors Pty Ltd | 26,428 | $3.29M | 0.04% | −142−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 25,915 | $3.23M | 0.02% | −2,141−7.6% | Reduced |
| New Mexico Educational Retirement Board | 25,600 | $3.19M | 0.14% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,320 | $3.15M | 0.03% | −36,635−59.1% | Reduced |
| Cetera Advisor Networks LLC | 25,302 | $3.15M | 0.02% | +1,236+5.1% | Added |
| Hudson Bay Capital Management LP | 24,900 | $3.10M | 0.03% | −5,100−17.0% | Reduced |
| Toronto Dominion Bank | 24,474 | $3.05M | 0.01% | −8,680−26.2% | Reduced |
| Stratos Wealth Partners, LTD. | 24,306 | $3.03M | 0.07% | −2,333−8.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 23,737 | $2.96M | 0.65% | −7,500−24.0% | Reduced |
| Regal Investment Advisors LLC | 23,646 | $2.94M | 0.25% | −8,727−27.0% | Reduced |
| Handelsbanken Fonder AB | 23,619 | $2.94M | 0.02% | 00.0% | Unchanged |
| Burney Co | 23,249 | $2.89M | 0.14% | +3,139+15.6% | Added |
| Van Eck Associates Corp | 23,139 | $2.88M | 0.01% | +770+3.4% | Added |
| Standard Life Aberdeen plc | 23,096 | $2.88M | 0.01% | +18,912+452.0% | Added |
| EAM Global Investors LLC | 22,604 | $2.81M | 0.76% | −13,463−37.3% | Reduced |
| Strategic Global Advisors, LLC | 22,580 | $2.81M | 0.47% | +22,580 | New |
| Epacria Capital Partners, LLC | 22,533 | $2.81M | 2.32% | 00.0% | Unchanged |
| Captrust Financial Advisors | 21,958 | $2.73M | 0.01% | +49+0.2% | Added |
| Utah Retirement Systems | 21,900 | $2.73M | 0.04% | 00.0% | Unchanged |
| Duality Advisers, LP | 21,788 | $2.71M | 0.33% | +13,231+154.6% | Added |
| Toroso Investments, LLC | 21,535 | $2.68M | 0.08% | +1,825+9.3% | Added |
| JustInvest LLC | 21,274 | $2.65M | 0.08% | +1,207+6.0% | Added |
| HighTower Advisors, LLC | 19,409 | $2.41M | 0.00% | +73+0.4% | Added |
| Brasada Capital Management, LP | 20,267 | $2.40M | 0.56% | −1,478−6.8% | Reduced |
| Ibex Wealth Advisors | 19,189 | $2.39M | 0.61% | +19,189 | New |
| Natixis Advisors, L.P. | 19,124 | $2.38M | 0.01% | −6,792−26.2% | Reduced |
| Westpac Banking Corp | 19,067 | $2.37M | 0.18% | −604−3.1% | Reduced |
| Symmetry Partners, LLC | 18,807 | $2.34M | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 18,781 | $2.34M | 0.01% | +7,016+59.6% | Added |
| Daiwa Securities Group Inc. | 18,700 | $2.33M | 0.02% | −1,900−9.2% | Reduced |
| Commonwealth Equity Services, LLC | 18,612 | $2.32M | 0.00% | +1,189+6.8% | Added |
| MAI Capital Management | 18,503 | $2.30M | 0.03% | −837−4.3% | Reduced |
| JB Capital Partners LP | 292,265 | $2.27M | 0.56% | 00.0% | Unchanged |
| Verition Fund Management LLC | 18,081 | $2.25M | 0.03% | +14,249+371.8% | Added |
| Glenmede Trust Co NA | 16,988 | $2.11M | 0.01% | +1,959+13.0% | Added |
| TD Asset Management Inc | 16,881 | $2.10M | 0.00% | −1,396−7.6% | Reduced |
| Aviva PLC | 16,752 | $2.09M | 0.01% | +3,606+27.4% | Added |
| Pinnbrook Capital Management LP | 16,728 | $2.08M | 1.37% | +16,728 | New |
| Truist Financial Corp | 16,626 | $2.07M | 0.00% | +9,898+147.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,310 | $2.03M | 0.20% | +16,310 | New |
| Desjardins Global Asset Management Inc. | 16,239 | $2.02M | 0.22% | +16,239 | New |
| Xponance, Inc. | 16,100 | $2.00M | 0.03% | −613−3.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,819 | $1.97M | 0.24% | +4,304+37.4% | Added |
| Public Employees Retirement Association of Colorado | 15,792 | $1.97M | 0.01% | −2,139−11.9% | Reduced |
| Globeflex Capital L P | 15,356 | $1.91M | 0.22% | −600−3.8% | Reduced |
| Lazard Asset Management LLC | 15,351 | $1.91M | 0.00% | +277+1.8% | Added |
| Pitcairn Co | 15,347 | $1.91M | 0.16% | −773−4.8% | Reduced |
| Turtle Creek Asset Management Inc. | 15,150 | $1.89M | 0.05% | +1,650+12.2% | Added |
| Crossmark Global Holdings, Inc. | 15,290 | $1.88M | 0.04% | −256−1.6% | Reduced |
| Brown Advisory Inc | 15,011 | $1.87M | 0.00% | −2,228−12.9% | Reduced |
| Highlander Capital Management, LLC | 14,984 | $1.86M | 0.73% | +200+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 14,924 | $1.86M | 0.02% | −536−3.5% | Reduced |