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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 12,300 | $2.05M | 0.05% | +2,400+24.2% | Added |
| Kempen Capital Management N.V. | 12,473 | $2.08M | 0.03% | +469+3.9% | Added |
| Bank of Nova Scotia | 12,491 | $2.09M | 0.00% | +12,491 | New |
| Penbrook Management LLC | 12,801 | $2.14M | 1.44% | −524−3.9% | Reduced |
| Turtle Creek Asset Management Inc. | 12,840 | $2.14M | 0.06% | −2,310−15.2% | Reduced |
| Mercer Global Advisors Inc | 12,840 | $2.14M | 0.01% | +891+7.5% | Added |
| Miller Value Partners, LLC | 13,000 | $2.17M | 1.29% | 00.0% | Unchanged |
| Ossiam | 13,015 | $2.17M | 0.03% | +700+5.7% | Added |
| Glenmede Trust Co NA | 13,245 | $2.21M | 0.01% | −3,743−22.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 13,390 | $2.24M | 0.02% | +2,475+22.7% | Added |
| Strategic Global Advisors, LLC | 13,460 | $2.25M | 0.52% | −9,120−40.4% | Reduced |
| Commonwealth Equity Services, LLC | 13,924 | $2.32M | 0.00% | −4,688−25.2% | Reduced |
| Creative Planning | 14,044 | $2.34M | 0.00% | +1,965+16.3% | Added |
| Cunning Capital Partners, LP | 14,050 | $2.35M | 1.46% | +14,050 | New |
| Lazard Asset Management LLC | 14,240 | $2.38M | 0.00% | −1,111−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 14,366 | $2.40M | 0.09% | −28,377−66.4% | Reduced |
| British Columbia Investment Management Corp | 14,397 | $2.40M | 0.02% | +2,742+23.5% | Added |
| LMCG Investments, LLC | 14,426 | $2.41M | 0.15% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 14,459 | $2.41M | 0.48% | −181−1.2% | Reduced |
| Brown Advisory Inc | 14,570 | $2.43M | 0.00% | −441−2.9% | Reduced |
| HighPoint Advisor Group LLC | 11,660 | $2.43M | 0.17% | +11,660 | New |
| Nissay Asset Management Corp | 14,687 | $2.45M | 0.02% | +158+1.1% | Added |
| Guggenheim Capital LLC | 14,799 | $2.47M | 0.02% | −15,772−51.6% | Reduced |
| Vestcor Inc | 14,847 | $2.48M | 0.08% | +4,146+38.7% | Added |
| Public Employees Retirement Association of Colorado | 14,903 | $2.49M | 0.01% | −889−5.6% | Reduced |
| Camden Capital, LLC | 14,952 | $2.50M | 0.26% | +14,952 | New |
| Highlander Capital Management, LLC | 14,984 | $2.50M | 0.89% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 15,167 | $2.53M | 1.38% | +452+3.1% | Added |
| Seven Eight Capital, LP | 15,226 | $2.54M | 0.29% | +15,226 | New |
| CIBC World Markets Corp | 15,926 | $2.66M | 0.01% | +15,926 | New |
| Symmetry Partners, LLC | 15,895 | $2.68M | 0.14% | −2,912−15.5% | Reduced |
| ProShare Advisors LLC | 16,252 | $2.71M | 0.01% | +9,499+140.7% | Added |
| Xponance, Inc. | 16,302 | $2.72M | 0.03% | +202+1.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 16,336 | $2.73M | 0.07% | +16,336 | New |
| Ontario Teachers Pension Plan Board | 16,356 | $2.73M | 0.03% | +6,720+69.7% | Added |
| Janus Henderson Group PLC | 16,530 | $2.76M | 0.00% | +3,294+24.9% | Added |
| Desjardins Global Asset Management Inc. | 16,545 | $2.76M | 0.30% | +306+1.9% | Added |
| Swiss Life Asset Management Ltd | 16,589 | $2.77M | 0.03% | −16,913−50.5% | Reduced |
| Baird Financial Group, Inc. | 16,712 | $2.79M | 0.01% | +6,595+65.2% | Added |
| SG Americas Securities, LLC | 16,790 | $2.80M | 0.03% | +8,390+99.9% | Added |
| Moran Wealth Management, LLC | 16,836 | $2.81M | 0.10% | +10,542+167.5% | Added |
| ING Groep NV | 16,894 | $2.82M | 0.02% | +16,894 | New |
| CIBC Asset Management Inc | 17,063 | $2.85M | 0.01% | +13,421+368.5% | Added |
| JustInvest LLC | 17,421 | $2.91M | 0.07% | −3,853−18.1% | Reduced |
| New York Life Investment Management LLC | 17,580 | $2.93M | 0.03% | +14,311+437.8% | Added |
| PGGM Investments | 17,767 | $2.97M | 0.05% | +17,767 | New |
| Firetrail Investments Pty Ltd | 16,950 | $2.99M | 2.20% | +16,950 | New |
| GWM Advisors LLC | 18,283 | $3.05M | 0.03% | +10,756+142.9% | Added |
| Jefferies Financial Group Inc. | 18,405 | $3.07M | 0.05% | +13,405+268.1% | Added |
| Truist Financial Corp | 18,548 | $3.10M | 0.00% | +1,922+11.6% | Added |
| Tower Research Capital LLC (TRC) | 18,618 | $3.11M | 0.04% | +4,643+33.2% | Added |
| Engineers Gate Manager LP | 18,630 | $3.11M | 0.09% | −17,966−49.1% | Reduced |
| CWM Advisors, LLC | 18,926 | $3.16M | 0.35% | −10,507−35.7% | Reduced |
| Tudor Investment Corp Et Al | 19,359 | $3.23M | 0.04% | +19,359 | New |
| Daiwa Securities Group Inc. | 19,907 | $3.32M | 0.02% | +1,207+6.5% | Added |
| PCJ Investment Counsel Ltd. | 20,000 | $3.34M | 1.29% | +20,000 | New |
| MAI Capital Management | 20,151 | $3.36M | 0.04% | +1,648+8.9% | Added |
| Natixis Advisors, L.P. | 20,345 | $3.40M | 0.01% | +1,221+6.4% | Added |
| Aviva PLC | 20,516 | $3.42M | 0.01% | +3,764+22.5% | Added |
| AXA S.A. | 20,926 | $3.49M | 0.01% | −119,776−85.1% | Reduced |
| TrimTabs Asset Management, LLC | 21,038 | $3.51M | 1.02% | +9,470+81.9% | Added |
| Pitcairn Co | 21,051 | $3.51M | 0.26% | +5,704+37.2% | Added |
| Degroof Petercam Asset Management | 21,200 | $3.54M | 0.05% | +21,200 | New |
| Utah Retirement Systems | 21,300 | $3.56M | 0.05% | −600−2.7% | Reduced |
| HighTower Advisors, LLC | 21,317 | $3.58M | 0.01% | +1,908+9.8% | Added |
| Brasada Capital Management, LP | 21,580 | $3.60M | 0.71% | +1,313+6.5% | Added |
| Czech National Bank | 21,610 | $3.61M | 0.05% | +21,610 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,737 | $3.63M | 0.04% | +21,737 | New |
| Van Eck Associates Corp | 21,803 | $3.64M | 0.01% | −1,336−5.8% | Reduced |
| Captrust Financial Advisors | 21,931 | $3.66M | 0.01% | −27−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,010 | $3.67M | 0.03% | +7,086+47.5% | Added |
| Mariner, LLC | 22,146 | $3.70M | 0.01% | −42,040−65.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 22,396 | $3.74M | 0.01% | +10,458+87.6% | Added |
| Epacria Capital Partners, LLC | 22,533 | $3.76M | 3.01% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 22,700 | $3.79M | 0.05% | −5,800−20.4% | Reduced |
| Handelsbanken Fonder AB | 22,919 | $3.83M | 0.02% | −700−3.0% | Reduced |
| Intech Investment Management LLC | 23,598 | $3.94M | 0.06% | +12,738+117.3% | Added |
| Prescott Group Capital Management, L.L.C. | 23,737 | $3.96M | 0.69% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 24,100 | $4.02M | 0.01% | −17,963−42.7% | Reduced |
| IFM Investors Pty Ltd | 24,558 | $4.10M | 0.05% | −1,870−7.1% | Reduced |
| Stratos Wealth Partners, LTD. | 24,592 | $4.11M | 0.08% | +286+1.2% | Added |
| Yousif Capital Management, LLC | 25,182 | $4.20M | 0.05% | −34,715−58.0% | Reduced |
| Texas Permanent School Fund | 25,478 | $4.25M | 0.04% | −80,812−76.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 25,847 | $4.31M | 0.02% | −68−0.3% | Reduced |
| Verition Fund Management LLC | 25,972 | $4.34M | 0.04% | +7,891+43.6% | Added |
| Meeder Asset Management Inc | 26,395 | $4.41M | 0.34% | −14,555−35.5% | Reduced |
| Quantinno Capital Management LP | 26,421 | $4.41M | 0.15% | −13,169−33.3% | Reduced |
| Monument Capital Management | 26,723 | $4.46M | 1.44% | −155−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,023 | $4.51M | 0.03% | +1,703+6.7% | Added |
| Wall Street Access Asset Management, LLC | 27,033 | $4.51M | 2.12% | +343+1.3% | Added |
| ExodusPoint Capital Management, LP | 27,152 | $4.53M | 0.06% | +20,685+319.9% | Added |
| Thrivent Financial for Lutherans | 28,368 | $4.74M | 0.01% | −36,704−56.4% | Reduced |
| Stephens Inc | 28,475 | $4.75M | 0.08% | +28,475 | New |
| Thoroughbred Financial Services, LLC | 28,625 | $4.78M | 0.39% | −448−1.5% | Reduced |
| Strategic Investment Advisors | 28,768 | $4.80M | 0.69% | −931−3.1% | Reduced |
| South Dakota Investment Council | 28,869 | $4.82M | 0.10% | −17,180−37.3% | Reduced |
| SEI Investments Co | 29,355 | $4.90M | 0.01% | −42,704−59.3% | Reduced |
| Cetera Advisor Networks LLC | 29,411 | $4.91M | 0.03% | +4,109+16.2% | Added |
| Zacks Investment Management | 29,459 | $4.92M | 0.06% | −6,079−17.1% | Reduced |
| National Bank of Canada | 29,837 | $4.93M | 0.01% | +28,341+1,894.5% | Added |