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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 29,944 | $5.00M | 0.04% | −41,761−58.2% | Reduced |
| Duality Advisers, LP | 30,629 | $5.11M | 0.54% | +8,841+40.6% | Added |
| Paradiem, LLC | 30,986 | $5.17M | 1.44% | −1,453−4.5% | Reduced |
| Tocqueville Asset Management L.P. | 31,422 | $5.25M | 0.10% | −1,644−5.0% | Reduced |
| Hancock Whitney Corp | 31,687 | $5.29M | 0.20% | −1,244−3.8% | Reduced |
| DnB Asset Management AS | 32,523 | $5.43M | 0.03% | +575+1.8% | Added |
| Regal Investment Advisors LLC | 32,562 | $5.44M | 0.41% | +8,916+37.7% | Added |
| Mutual of America Capital Management LLC | 32,852 | $5.48M | 0.06% | −60,027−64.6% | Reduced |
| Hennessy Advisors Inc | 32,900 | $5.49M | 0.28% | 00.0% | Unchanged |
| Transform Wealth, LLC | 32,963 | $5.50M | 0.54% | −2,855−8.0% | Reduced |
| American International Group, Inc. | 33,830 | $5.65M | 0.02% | −142,354−80.8% | Reduced |
| Janney Montgomery Scott LLC | 33,830 | $5.65M | 0.02% | +1,316+4.0% | Added |
| UBS Oconnor LLC | 33,850 | $5.65M | 0.18% | +33,850 | New |
| Patton Fund Management, Inc. | 33,936 | $5.67M | 1.26% | +33,936 | New |
| Arizona State Retirement System | 34,365 | $5.74M | 0.04% | −603−1.7% | Reduced |
| Spire Wealth Management | 33,590 | $5.79M | 0.20% | +31,600+1,587.9% | Added |
| McKinley Capital Management LLC /Delaware | 34,773 | $5.81M | 0.75% | −380−1.1% | Reduced |
| Summit Global Investments | 35,129 | $5.86M | 0.38% | +21,809+163.7% | Added |
| Citadel Advisors LLC | 35,419 | $5.91M | 0.01% | −77,105−68.5% | Reduced |
| Kornitzer Capital Management Inc | 36,001 | $6.01M | 0.12% | +20.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 36,633 | $6.12M | 0.89% | −13,000−26.2% | Reduced |
| Oregon Public Employees Retirement Fund | 37,868 | $6.32M | 0.11% | −37,385−49.7% | Reduced |
| Boothbay Fund Management, LLC | 38,449 | $6.42M | 0.24% | +38,449 | New |
| Polar Asset Management Partners Inc. | 38,749 | $6.47M | 0.18% | +38,749 | New |
| Prudential PLC | 39,127 | $6.53M | 0.07% | −48,093−55.1% | Reduced |
| State of Michigan Retirement System | 40,000 | $6.68M | 0.04% | +3,688+10.2% | Added |
| Nicholas Company, Inc. | 41,064 | $6.86M | 0.12% | −5,825−12.4% | Reduced |
| State of Alaska, Department of Revenue | 41,579 | $6.94M | 0.08% | −2,210−5.0% | Reduced |
| Ritholtz Wealth Management | 41,893 | $6.99M | 0.27% | +1,728+4.3% | Added |
| TD Asset Management Inc | 42,306 | $7.06M | 0.01% | +25,425+150.6% | Added |
| Argent Capital Management LLC | 42,604 | $7.11M | 0.23% | −943−2.2% | Reduced |
| Nilsine Partners, LLC | 42,777 | $7.14M | 1.10% | −1,406−3.2% | Reduced |
| Kingfisher Capital LLC | 42,860 | $7.16M | 1.86% | −1,317−3.0% | Reduced |
| Tabor Asset Management, LP | 44,520 | $7.43M | 3.48% | +3,530+8.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 47,128 | $7.87M | 0.01% | −34,225−42.1% | Reduced |
| Pinnbrook Capital Management LP | 47,197 | $7.88M | 1.84% | +30,469+182.1% | Added |
| Catalyst Capital Advisors LLC | 47,625 | $7.95M | 0.21% | −3,875−7.5% | Reduced |
| Dorsey Wright & Associates | 48,277 | $8.06M | 2.45% | −1,543−3.1% | Reduced |
| Rafferty Asset Management, LLC | 48,319 | $8.07M | 0.03% | +18,195+60.4% | Added |
| Swedbank AB | 48,912 | $8.17M | 0.01% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 49,296 | $8.23M | 0.02% | +6,810+16.0% | Added |
| Mirabella Financial Services LLP | 49,699 | $8.30M | 1.19% | +49,699 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 49,732 | $8.30M | 0.32% | −6,605−11.7% | Reduced |
| ClariVest Asset Management LLC | 49,953 | $8.34M | 0.46% | −8,433−14.4% | Reduced |
| Soapstone Management L.P. | 50,000 | $8.35M | 4.57% | −10,000−16.7% | Reduced |
| Shellback Capital, LP | 50,000 | $8.35M | 0.73% | +50,000 | New |
| Navellier & Associates Inc | 50,203 | $8.38M | 1.26% | +1,871+3.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 50,559 | $8.44M | 0.97% | −7,872−13.5% | Reduced |
| Forsta Ap-Fonden | 50,700 | $8.46M | 0.09% | −20,700−29.0% | Reduced |
| Moore Capital Management, LP | 51,181 | $8.54M | 0.21% | +51,181 | New |
| Standard Life Aberdeen plc | 51,858 | $8.66M | 0.02% | +28,762+124.5% | Added |
| Asset Management One Co.,Ltd. | 51,809 | $8.74M | 0.04% | +2,311+4.7% | Added |
| Telemus Capital, LLC | 52,468 | $8.76M | 0.72% | +1,676+3.3% | Added |
| Amalgamated Bank | 53,689 | $8.96M | 0.07% | −43,433−44.7% | Reduced |
| Hodges Capital Management Inc. | 54,056 | $9.03M | 0.48% | −55−0.1% | Reduced |
| Candelo Capital Management LP | 54,098 | $9.03M | 7.69% | +54,098 | New |
| CI Private Wealth, LLC | 54,664 | $9.13M | 0.02% | −4,863−8.2% | Reduced |
| Jupiter Asset Management Ltd | 54,865 | $9.16M | 0.09% | −438,206−88.9% | Reduced |
| Altus Wealth Group LLC | 54,901 | $9.17M | 5.08% | +432+0.8% | Added |
| Hudson Value Partners, LLC | 55,598 | $9.28M | 4.32% | −37−0.1% | Reduced |
| Pinebridge Investments, L.P. | 55,599 | $9.28M | 0.09% | +44,885+418.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,420 | $9.42M | 0.32% | +4,108+7.9% | Added |
| DekaBank Deutsche Girozentrale | 58,353 | $9.52M | 0.02% | +9,122+18.5% | Added |
| Burney Co | 60,900 | $10.2M | 0.43% | +37,651+161.9% | Added |
| Treasurer of the State of North Carolina | 61,602 | $10.3M | 0.05% | −1,846−2.9% | Reduced |
| Gotham Asset Management, LLC | 63,282 | $10.6M | 0.20% | +6,021+10.5% | Added |
| Waratah Capital Advisors Ltd. | 64,548 | $10.8M | 0.61% | +57,105+767.2% | Added |
| Crown Advisors Management, Inc. | 65,000 | $10.9M | 7.43% | −10,000−13.3% | Reduced |
| Hudson Bay Capital Management LP | 65,740 | $11.0M | 0.10% | +40,840+164.0% | Added |
| Mn Services Vermogensbeheer B.V. | 65,900 | $11.0M | 0.10% | +100+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 66,929 | $11.2M | 0.24% | −4,652−6.5% | Reduced |
| Wedge Capital Management L L P | 67,242 | $11.2M | 0.20% | +11,695+21.1% | Added |
| Engle Capital Management, L.P. | 68,100 | $11.4M | 3.98% | +68,100 | New |
| Toronto Dominion Bank | 68,431 | $11.4M | 0.02% | +43,957+179.6% | Added |
| Hook Mill Capital Partners, LP | 68,531 | $11.4M | 3.02% | +31,758+86.4% | Added |
| Whittier Trust Co of Nevada Inc | 68,919 | $11.5M | 0.37% | +3,433+5.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 68,932 | $11.5M | 0.04% | +68,932 | New |
| State of New Jersey Common Pension Fund D | 70,811 | $11.8M | 0.04% | −1,390−1.9% | Reduced |
| Brightline Capital Management, LLC | 73,000 | $12.2M | 13.22% | +73,000 | New |
| Empowered Funds, LLC | 73,528 | $12.3M | 0.31% | +4,402+6.4% | Added |
| Teachers Retirement System of the State of Kentucky | 74,036 | $12.4M | 0.12% | +29,177+65.0% | Added |
| Cambria Investment Management, L.P. | 75,566 | $12.6M | 0.88% | +11,685+18.3% | Added |
| Retirement Systems of Alabama | 76,012 | $12.7M | 0.05% | −212,613−73.7% | Reduced |
| State of Wisconsin Investment Board | 76,020 | $12.7M | 0.04% | −990−1.3% | Reduced |
| Putnam Investments LLC | 76,675 | $12.8M | 0.02% | −109,607−58.8% | Reduced |
| Nomura Asset Management Co Ltd | 76,726 | $12.8M | 0.05% | −14,088−15.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,300 | $13.2M | 0.02% | +26,685+50.7% | Added |
| Vinva Investment Management Ltd | 77,674 | $13.3M | 0.93% | +6,788+9.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,254 | $13.4M | 0.05% | −36,953−31.5% | Reduced |
| Stifel Financial Corp | 82,168 | $13.7M | 0.02% | −3,320−3.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 83,429 | $13.9M | 0.06% | +64,648+344.2% | Added |
| Manufacturers Life Insurance Company, The | 83,731 | $14.0M | 0.01% | −8,830−9.5% | Reduced |
| Bridgeway Capital Management, LLC | 85,400 | $14.3M | 0.31% | −9,600−10.1% | Reduced |
| Public Employees Retirement System of Ohio | 87,558 | $14.6M | 0.06% | +15,155+20.9% | Added |
| Walleye Capital LLC | 89,415 | $14.9M | 0.21% | +89,415 | New |
| Federated Hermes, Inc. | 91,091 | $15.2M | 0.04% | +44,389+95.0% | Added |
| Picton Mahoney Asset Management | 91,133 | $15.2M | 0.70% | +35,781+64.6% | Added |
| D. E. Shaw & Co., Inc. | 92,274 | $15.4M | 0.02% | −24,930−21.3% | Reduced |
| Prudential Financial Inc | 93,322 | $15.6M | 0.02% | +52,720+129.8% | Added |
| Paradigm Capital Management Inc | 94,075 | $15.7M | 0.82% | 00.0% | Unchanged |