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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 4,851 | $809.8K | 0.02% | +200+4.3% | Added |
| Boston Private Wealth LLC | 4,861 | $811.5K | 0.02% | −639−11.6% | Reduced |
| D.A. Davidson & Co. | 4,865 | $812.2K | 0.01% | −2,603−34.9% | Reduced |
| The PNC Financial Services Group, Inc. | 4,895 | $817.2K | 0.00% | −763−13.5% | Reduced |
| Cumberland Partners Ltd | 5,000 | $834.7K | 0.08% | +5,000 | New |
| Metropolitan Life Insurance Co | 5,023 | $838.5K | 0.04% | +5,023 | New |
| Boulder Hill Capital Management LP | 5,100 | $851.4K | 0.46% | +5,100 | New |
| AMJ Financial Wealth Management | 5,114 | $853.7K | 0.36% | −592−10.4% | Reduced |
| Blair William & Co | 5,144 | $858.7K | 0.00% | −1,675−24.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,214 | $870.4K | 0.05% | +18+0.3% | Added |
| Csenge Advisory Group | 5,257 | $877.6K | 0.05% | −234−4.3% | Reduced |
| Kathmere Capital Management, LLC | 5,287 | $882.6K | 0.11% | +332+6.7% | Added |
| Commonwealth Financial Services, LLC | 5,352 | $893.5K | 0.21% | +20.0% | Added |
| Trust Co of Oklahoma | 5,354 | $893.8K | 0.33% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,454 | $910.5K | 0.01% | −62−1.1% | Reduced |
| Lisanti Capital Growth, LLC | 5,455 | $910.7K | 0.21% | +5,455 | New |
| 3Chopt Investment Partners, LLC | 5,459 | $911.3K | 0.34% | +5,459 | New |
| E. Ohman J:or Asset Management AB | 5,500 | $918.2K | 0.03% | −900−14.1% | Reduced |
| Los Angeles Capital Management LLC | 5,543 | $925.3K | 0.00% | −97,227−94.6% | Reduced |
| Tectonic Advisors LLC | 5,559 | $928.0K | 0.08% | +2,824+103.3% | Added |
| Vident Advisory, LLC | 5,635 | $940.8K | 0.02% | +1,518+36.9% | Added |
| Pecaut & Co. | 5,650 | $943.2K | 0.38% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 5,696 | $950.9K | 0.30% | −1,241−17.9% | Reduced |
| Brevan Howard Capital Management LP | 5,769 | $963.1K | 0.10% | +5,769 | New |
| Prairiewood Capital, LLC | 5,884 | $982.3K | 0.51% | −116−1.9% | Reduced |
| Cetera Investment Advisers | 5,913 | $987.1K | 0.01% | −444−7.0% | Reduced |
| Headlands Technologies LLC | 5,942 | $992.0K | 0.30% | +4,015+208.4% | Added |
| Congress Wealth Management LLC | 6,197 | $1.03M | 0.02% | +85+1.4% | Added |
| MorganRosel Wealth Management, LLC | 6,236 | $1.04M | 0.40% | +1,653+36.1% | Added |
| Investment Management Corp of Ontario | 6,293 | $1.05M | 0.03% | −24,086−79.3% | Reduced |
| Coldstream Capital Management Inc | 6,309 | $1.05M | 0.03% | −91−1.4% | Reduced |
| Metis Global Partners, LLC | 6,398 | $1.07M | 0.04% | +1,962+44.2% | Added |
| Axq Capital, LP | 6,426 | $1.07M | 0.29% | +1,226+23.6% | Added |
| New Mexico Educational Retirement Board | 6,500 | $1.08M | 0.04% | −19,100−74.6% | Reduced |
| Winton Group Ltd | 6,548 | $1.09M | 0.08% | −3,929−37.5% | Reduced |
| Legato Capital Management LLC | 6,584 | $1.10M | 0.14% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 6,662 | $1.11M | 0.57% | +6,662 | New |
| Bayesian Capital Management, LP | 6,741 | $1.13M | 0.12% | +2,641+64.4% | Added |
| Polianta Ltd | 6,800 | $1.14M | 0.66% | −400−5.6% | Reduced |
| Weiss Asset Management LP | 6,839 | $1.14M | 0.08% | +6,839 | New |
| Campbell & CO Investment Adviser LLC | 6,894 | $1.15M | 0.10% | −8,925−56.4% | Reduced |
| Atria Investments LLC | 7,031 | $1.17M | 0.02% | +7,031 | New |
| AE Wealth Management LLC | 6,954 | $1.18M | 0.01% | −2,766−28.5% | Reduced |
| Wellington Shields & Co., LLC | 7,210 | $1.20M | 0.44% | +11+0.2% | Added |
| Atria Wealth Solutions, Inc. | 7,444 | $1.24M | 0.02% | −234−3.0% | Reduced |
| Securian Asset Management, Inc | 7,815 | $1.30M | 0.04% | −2,775−26.2% | Reduced |
| Tredje AP-fonden | 7,848 | $1.31M | 0.02% | −6,440−45.1% | Reduced |
| Louisiana State Employees Retirement System | 7,900 | $1.32M | 0.03% | −27,500−77.7% | Reduced |
| CIBC World Markets Inc. | 8,047 | $1.34M | 0.00% | −546−6.4% | Reduced |
| Hartford Investment Management Co | 8,320 | $1.39M | 0.05% | +8,320 | New |
| Ethic Inc. | 8,378 | $1.40M | 0.04% | +6,377+318.7% | Added |
| STRS Ohio | 8,390 | $1.40M | 0.01% | −1,968−19.0% | Reduced |
| Redwood Investment Management, LLC | 8,446 | $1.41M | 0.13% | −4,301−33.7% | Reduced |
| Wakefield Asset Management LLLP | 8,502 | $1.42M | 0.53% | −49−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,507 | $1.42M | 0.03% | +111+1.3% | Added |
| Center For Asset Management LLC | 8,756 | $1.46M | 1.33% | −951−9.8% | Reduced |
| Petra Financial Advisors Inc | 8,833 | $1.47M | 1.23% | −527−5.6% | Reduced |
| M&T Bank Corp | 8,862 | $1.48M | 0.01% | −1,288−12.7% | Reduced |
| Atlas Capital Advisors LLC | 8,889 | $1.48M | 0.21% | +347+4.1% | Added |
| Bokf, NA | 8,957 | $1.50M | 0.03% | +62+0.7% | Added |
| Readystate Asset Management LP | 9,005 | $1.50M | 0.09% | +1,705+23.4% | Added |
| Shufro Rose & Co LLC | 12,200 | $1.52M | 0.14% | 00.0% | Unchanged |
| Invst, LLC | 8,542 | $1.52M | 0.19% | −487−5.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,200 | $1.54M | 0.03% | +9,200 | New |
| Ascent Group, LLC | 8,238 | $1.54M | 0.15% | −884−9.7% | Reduced |
| Nordea Investment Management AB | 9,311 | $1.56M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,343 | $1.56M | 0.03% | +4,209+82.0% | Added |
| Candriam Luxembourg S.C.A. | 9,365 | $1.56M | 0.01% | +1,115+13.5% | Added |
| Credit Agricole S A | 9,373 | $1.56M | 0.03% | +6,077+184.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,410 | $1.57M | 0.01% | −307−3.2% | Reduced |
| QRG Capital Management, Inc. | 9,467 | $1.58M | 0.02% | +627+7.1% | Added |
| Paragon Advisors, LLC | 9,507 | $1.59M | 0.67% | +4,591+93.4% | Added |
| US Bancorp | 9,611 | $1.60M | 0.00% | +1,603+20.0% | Added |
| Shilanski & Associates, Inc. | 9,698 | $1.62M | 0.62% | −678−6.5% | Reduced |
| Maryland State Retirement & Pension System | 9,719 | $1.62M | 0.03% | 00.0% | Unchanged |
| Kendall Capital Management | 9,765 | $1.63M | 0.63% | −260−2.6% | Reduced |
| Kentucky Retirement Systems | 9,873 | $1.65M | 0.05% | +9,873 | New |
| Donoghue Forlines LLC | 9,943 | $1.66M | 0.52% | +792+8.7% | Added |
| Formula Growth Ltd | 10,000 | $1.67M | 0.53% | −3,434−25.6% | Reduced |
| Cresset Asset Management, LLC | 10,161 | $1.70M | 0.01% | −1,633−13.8% | Reduced |
| Centiva Capital, LP | 10,218 | $1.71M | 0.11% | +4,315+73.1% | Added |
| Crossmark Global Holdings, Inc. | 10,449 | $1.75M | 0.04% | −4,841−31.7% | Reduced |
| Banque Cantonale Vaudoise | 10,481 | $1.75M | 0.08% | −2,400−18.6% | Reduced |
| Mountain Lake Investment Management LLC | 10,500 | $1.75M | 1.79% | +10,500 | New |
| Verdence Capital Advisors LLC | 10,540 | $1.76M | 0.17% | −605−5.4% | Reduced |
| Gulf International Bank (UK) Ltd | 10,589 | $1.77M | 0.05% | −1,835−14.8% | Reduced |
| Atom Investors LP | 10,597 | $1.77M | 0.31% | +10,597 | New |
| Thames Capital Management LLC | 10,712 | $1.79M | 0.92% | +10,712 | New |
| Toroso Investments, LLC | 10,802 | $1.80M | 0.04% | −10,733−49.8% | Reduced |
| Elo Mutual Pension Insurance Co | 10,916 | $1.82M | 0.05% | +189+1.8% | Added |
| GTS Securities LLC | 10,982 | $1.83M | 0.04% | +10,982 | New |
| B. Metzler seel. Sohn & Co. AG | 11,113 | $1.86M | 0.02% | +936+9.2% | Added |
| King Luther Capital Management Corp | 11,170 | $1.86M | 0.01% | +571+5.4% | Added |
| MML Investors Services, LLC | 11,324 | $1.89M | 0.01% | +3,194+39.3% | Added |
| Fox Run Management, L.L.C. | 11,390 | $1.90M | 0.48% | +5,562+95.4% | Added |
| Great Lakes Advisors, LLC | 11,626 | $1.94M | 0.02% | −78−0.7% | Reduced |
| Pathstone Holdings, LLC | 11,838 | $1.98M | 0.01% | +11,838 | New |
| Globeflex Capital L P | 12,047 | $2.01M | 0.21% | −3,309−21.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,105 | $2.02M | 0.03% | +1,688+16.2% | Added |
| Estate Counselors, LLC | 12,115 | $2.02M | 0.25% | 00.0% | Unchanged |