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, Q4 2023
Institutional positions in Builders FirstSource, Inc. as of Dec 31, 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
- 745
- +79 vs. Q3 2023
- Shares held
- 115.5M
- −555.0K (−0.5%) vs. Q3 2023
- Total value
- $19.3B
- +$4.76B (+32.8%) vs. Q3 2023
- New holders
- 141
- 257 more added
- Sold out
- 62
- 275 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,668,049 | $2.45B | 0.05% | +1,985,297+15.7% | Added |
| BlackRock Inc. | 11,840,403 | $1.98B | 0.05% | −4,175,648−26.1% | Reduced |
| Wellington Management Group LLP | 8,203,024 | $1.37B | 0.26% | −56,724−0.7% | Reduced |
| State Street Corp | 5,807,006 | $969.4M | 0.05% | +757,496+15.0% | Added |
| Dimensional Fund Advisors LP | 2,999,174 | $500.7M | 0.15% | −1,158,056−27.9% | Reduced |
| Geode Capital Management, LLC | 2,915,951 | $487.0M | 0.05% | +898,114+44.5% | Added |
| FMR LLC | 2,475,071 | $413.2M | 0.03% | −1,134,280−31.4% | Reduced |
| Invesco Ltd. | 1,990,895 | $332.4M | 0.08% | +34,786+1.8% | Added |
| Alliancebernstein L.P. | 1,895,564 | $316.4M | 0.12% | −200,104−9.5% | Reduced |
| Morgan Stanley | 1,686,527 | $281.5M | 0.02% | +389,210+30.0% | Added |
| Assetmark, Inc | 1,549,227 | $258.6M | 0.93% | −147,681−8.7% | Reduced |
| Pacer Advisors, Inc. | 1,504,170 | $251.1M | 0.71% | −214,513−12.5% | Reduced |
| Westfield Capital Management Co LP | 1,416,611 | $236.5M | 1.38% | +143,041+11.2% | Added |
| Boston Partners | 1,366,784 | $227.5M | 0.30% | +578,961+73.5% | Added |
| Southpoint Capital Advisors LP | 1,350,000 | $225.4M | 4.84% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,339,983 | $223.7M | 0.51% | +781,661+140.0% | Added |
| Norges Bank | 1,271,172 | $212.2M | 0.04% | −52,319−4.0% | Reduced |
| Ameriprise Financial Inc | 1,227,855 | $205.0M | 0.06% | +382,691+45.3% | Added |
| Anomaly Capital Management, LP | 1,197,216 | $199.9M | 8.61% | +106,920+9.8% | Added |
| AQR Capital Management LLC | 1,195,591 | $199.6M | 0.38% | −378,279−24.0% | Reduced |
| William Blair Investment Management, LLC | 1,193,106 | $199.2M | 0.58% | −531,668−30.8% | Reduced |
| Northern Trust Corp | 1,175,085 | $196.2M | 0.04% | −79,379−6.3% | Reduced |
| Frontier Capital Management Co LLC | 1,133,751 | $189.3M | 1.91% | +292,966+34.8% | Added |
| Evercore Wealth Management, LLC | 920,871 | $153.7M | 2.58% | +6,266+0.7% | Added |
| Bank of New York Mellon Corp | 860,017 | $143.6M | 0.03% | −473,977−35.5% | Reduced |
| Artemis Investment Management LLP | 830,761 | $138.7M | 2.03% | −79,853−8.8% | Reduced |
| UBS Asset Management Americas Inc | 812,761 | $135.7M | 0.05% | +32,152+4.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 795,168 | $132.7M | 0.27% | −1,658−0.2% | Reduced |
| Dendur Capital LP | 791,000 | $132.0M | 20.05% | −243,903−23.6% | Reduced |
| Legal & General Group Plc | 776,141 | $129.6M | 0.04% | −55,254−6.6% | Reduced |
| Capital World Investors | 760,228 | $126.9M | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 758,936 | $126.7M | 0.01% | +231,319+43.8% | Added |
| Charles Schwab Investment Management Inc | 681,624 | $113.8M | 0.03% | +264,650+63.5% | Added |
| Caisse de Depot Et Placement du Quebec | 598,081 | $99.8M | 0.25% | +81,351+15.7% | Added |
| Jane Street Group, LLC | 588,881 | $98.3M | 0.12% | +140,108+31.2% | Added |
| Deutsche Bank AG | 578,162 | $96.5M | 0.05% | +140,250+32.0% | Added |
| Nuveen Asset Management, LLC | 567,631 | $94.8M | 0.03% | +5,470+1.0% | Added |
| LSV Asset Management | 539,900 | $90.1M | 0.20% | +49,200+10.0% | Added |
| Balyasny Asset Management LLC | 522,446 | $87.2M | 0.24% | +515,076+6,988.8% | Added |
| Robotti Robert | 519,995 | $86.8M | 12.50% | −149,761−22.4% | Reduced |
| Pictet Asset Management Holding SA | 517,102 | $86.3M | 0.10% | +104,196+25.2% | Added |
| Price T Rowe Associates Inc | 512,866 | $85.6M | 0.01% | +60,916+13.5% | Added |
| Point72 Asset Management, L.P. | 507,672 | $84.8M | 0.26% | +504,001+13,729.3% | Added |
| O'Shaughnessy Asset Management, LLC | 507,016 | $84.6M | 1.12% | −82,613−14.0% | Reduced |
| HSBC Holdings PLC | 489,047 | $81.6M | 0.07% | +295,643+152.9% | Added |
| Robeco Institutional Asset Management B.V. | 473,341 | $79.0M | 0.19% | +161,993+52.0% | Added |
| Goldman Sachs Group Inc | 471,360 | $78.7M | 0.02% | +45,242+10.6% | Added |
| Neuberger Berman Group LLC | 451,306 | $75.3M | 0.07% | +24,864+5.8% | Added |
| Avala Global LP | 413,100 | $69.0M | 5.32% | +413,100 | New |
| Lord, Abbett & Co. LLC | 403,454 | $67.4M | 0.24% | −31,009−7.1% | Reduced |
| Cookson Peirce & Co Inc | 394,546 | $65.9M | 3.98% | −10,950−2.7% | Reduced |
| Swiss National Bank | 390,987 | $65.3M | 0.05% | −21,300−5.2% | Reduced |
| Royal Bank of Canada | 387,660 | $64.7M | 0.02% | +1,061+0.3% | Added |
| Millennium Management LLC | 378,482 | $63.2M | 0.06% | +263,749+229.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 367,961 | $61.4M | 0.05% | −10,145−2.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 360,976 | $60.3M | 0.30% | −50,075−12.2% | Reduced |
| Barclays PLC | 356,725 | $59.6M | 0.03% | −173,646−32.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 340,855 | $56.9M | 0.29% | −48,086−12.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 338,706 | $56.5M | 0.06% | −189,533−35.9% | Reduced |
| Panagora Asset Management Inc | 324,005 | $54.1M | 0.30% | +33,714+11.6% | Added |
| Samlyn Capital, LLC | 320,785 | $53.6M | 1.16% | −21,289−6.2% | Reduced |
| Interval Partners, LP | 315,584 | $52.7M | 2.29% | +315,584 | New |
| First Trust Advisors LP | 314,998 | $52.6M | 0.06% | +98,436+45.5% | Added |
| Commerce Bank | 314,596 | $52.5M | 0.37% | −53,104−14.4% | Reduced |
| Brandywine Global Investment Management, LLC | 312,799 | $52.2M | 0.42% | −4,923−1.5% | Reduced |
| Hill City Capital, LP | 300,000 | $50.1M | 4.42% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 293,058 | $48.9M | 0.02% | −11,966−3.9% | Reduced |
| JB Capital Partners LP | 292,265 | $48.8M | 9.86% | 00.0% | Unchanged |
| LPL Financial LLC | 267,113 | $44.6M | 0.03% | +69,142+34.9% | Added |
| APG Asset Management N.V. | 289,738 | $43.8M | 0.09% | +284,338+5,265.5% | Added |
| Bank of America Corp | 260,169 | $43.4M | 0.00% | −59,891−18.7% | Reduced |
| Assenagon Asset Management S.A. | 259,782 | $43.4M | 0.13% | +150,973+138.8% | Added |
| RBF Capital, LLC | 258,702 | $43.2M | 2.70% | −90.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 256,148 | $42.8M | 0.10% | −49,154−16.1% | Reduced |
| Amundi | 256,657 | $42.4M | 0.02% | −49,878−16.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 251,435 | $42.0M | 0.19% | −31,376−11.1% | Reduced |
| California Public Employees Retirement System | 246,034 | $41.1M | 0.03% | −16,807−6.4% | Reduced |
| Renaissance Technologies LLC | 244,000 | $40.7M | 0.06% | −107,941−30.7% | Reduced |
| Macquarie Group Ltd | 238,309 | $39.8M | 0.05% | +115,617+94.2% | Added |
| Schonfeld Strategic Advisors LLC | 238,235 | $39.8M | 0.33% | +164,959+225.1% | Added |
| Goldentree Asset Management LP | 233,196 | $38.9M | 4.04% | −161,387−40.9% | Reduced |
| Susquehanna International Group, LLP | 229,727 | $38.4M | 0.06% | +225,103+4,868.1% | Added |
| Rhumbline Advisers | 228,724 | $38.2M | 0.04% | −150,692−39.7% | Reduced |
| Franklin Resources Inc | 224,403 | $37.5M | 0.02% | +11,060+5.2% | Added |
| Credit Suisse AG | 220,981 | $36.9M | 0.04% | +7,041+3.3% | Added |
| Russell Investments Group, Ltd. | 219,106 | $36.6M | 0.07% | −33,330−13.2% | Reduced |
| Fisher Asset Management, LLC | 218,374 | $36.5M | 0.02% | −8,003−3.5% | Reduced |
| Victory Capital Management Inc | 213,133 | $35.6M | 0.04% | +62,601+41.6% | Added |
| Principal Financial Group Inc | 206,998 | $34.6M | 0.02% | −267,442−56.4% | Reduced |
| California State Teachers Retirement System | 205,871 | $34.4M | 0.05% | −6,407−3.0% | Reduced |
| Schroder Investment Management Group | 204,335 | $34.1M | 0.04% | −160,734−44.0% | Reduced |
| National Pension Service | 195,400 | $32.6M | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 193,251 | $32.3M | 0.15% | −15,035−7.2% | Reduced |
| Man Group plc | 184,325 | $30.8M | 0.09% | – | – |
| Cartenna Capital, LP | 180,000 | $30.0M | 3.15% | +180,000 | New |
| Driehaus Capital Management LLC | 175,848 | $29.4M | 0.35% | +96,960+122.9% | Added |
| GoodHaven Capital Management, LLC | 170,790 | $28.5M | 12.37% | −1,450−0.8% | Reduced |
| JS Capital Management LLC | 170,000 | $28.4M | 3.40% | +170,000 | New |
| Teacher Retirement System of Texas | 169,096 | $28.2M | 0.19% | −118,590−41.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 160,039 | $26.7M | 0.07% | −12,342−7.2% | Reduced |