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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 94,505 | $15.8M | 0.03% | +32,819+53.2% | Added |
| Voya Investment Management LLC | 95,512 | $15.9M | 0.02% | +6,315+7.1% | Added |
| Andra AP-fonden | 95,900 | $16.0M | 0.85% | −9,300−8.8% | Reduced |
| Great West Life Assurance Co | 96,506 | $16.1M | 0.04% | −56,904−37.1% | Reduced |
| KBC Group NV | 97,571 | $16.3M | 0.06% | −42,135−30.2% | Reduced |
| Storebrand Asset Management AS | 98,207 | $16.4M | 0.06% | +26,838+37.6% | Added |
| New York State Common Retirement Fund | 101,836 | $17.0M | 0.02% | −14,283−12.3% | Reduced |
| Twinbeech Capital LP | 106,170 | $17.7M | 0.29% | −58,320−35.5% | Reduced |
| Mackenzie Financial Corp | 106,942 | $17.9M | 0.03% | −41,116−27.8% | Reduced |
| State of Tennessee, Treasury Department | 109,284 | $18.2M | 0.07% | +42,464+63.5% | Added |
| Illinois Municipal Retirement Fund | 109,468 | $18.3M | 0.31% | −6,519−5.6% | Reduced |
| Whittier Trust Co | 110,447 | $18.4M | 0.30% | +2,879+2.7% | Added |
| UBS Group AG | 110,586 | $18.5M | 0.01% | +36,475+49.2% | Added |
| Achmea Investment Management B.V. | 112,284 | $18.7M | 0.39% | −21,545−16.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 113,271 | $18.9M | 1.11% | −19,650−14.8% | Reduced |
| Scout Investments, Inc. | 113,818 | $19.0M | 0.47% | +57,801+103.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120,842 | $19.3M | 0.03% | +65,702+119.2% | Added |
| 1832 Asset Management L.P. | 116,704 | $19.5M | 0.04% | −588−0.5% | Reduced |
| AustralianSuper Pty Ltd | 118,072 | $19.7M | 0.12% | +72,957+161.7% | Added |
| Walleye Trading LLC | 119,649 | $20.0M | 0.30% | +88,557+284.8% | Added |
| Adage Capital Partners GP, L.L.C. | 119,900 | $20.0M | 0.04% | +119,900 | New |
| Bank of Montreal | 118,676 | $20.1M | 0.01% | +83,635+238.7% | Added |
| Lodge Hill Capital, LLC | 124,300 | $20.8M | 9.14% | −35,000−22.0% | Reduced |
| Railway Pension Investments Ltd | 125,000 | $20.9M | 0.22% | +23,900+23.6% | Added |
| Thornburg Investment Management Inc | 125,353 | $20.9M | 0.30% | +25,246+25.2% | Added |
| Woodson Capital Management, LP | 126,000 | $21.0M | 4.89% | −24,000−16.0% | Reduced |
| Citigroup Inc | 127,739 | $21.3M | 0.03% | −1,216−0.9% | Reduced |
| Allianz Asset Management GmbH | 128,348 | $21.4M | 0.04% | +54,557+73.9% | Added |
| Ensign Peak Advisors, Inc | 128,875 | $21.5M | 0.04% | −6,418−4.7% | Reduced |
| Raymond James & Associates | 128,969 | $21.5M | 0.02% | +908+0.7% | Added |
| Envestnet Asset Management Inc | 129,208 | $21.6M | 0.01% | +7,391+6.1% | Added |
| Capital Fund Management S.A. | 133,347 | $22.3M | 0.28% | −143,046−51.8% | Reduced |
| Wells Fargo & Company | 139,985 | $23.4M | 0.01% | −35,190−20.1% | Reduced |
| Advisor Group Holdings, Inc. | 144,062 | $24.0M | 0.04% | −30,143−17.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 145,031 | $24.2M | 0.39% | −64,226−30.7% | Reduced |
| Bridgewater Associates, LP | 146,372 | $24.4M | 0.14% | +2,557+1.8% | Added |
| American Century Companies Inc | 148,621 | $24.8M | 0.02% | −112,455−43.1% | Reduced |
| Royce & Associates LP | 150,085 | $25.1M | 0.23% | −18,291−10.9% | Reduced |
| State Board of Administration of Florida Retirement System | 150,873 | $25.2M | 0.05% | +3,113+2.1% | Added |
| BNP Paribas Arbitrage, SA | 153,384 | $25.6M | 0.05% | +106,881+229.8% | Added |
| Stadium Capital Management LLC | 155,017 | $25.9M | 21.72% | +53,800+53.2% | Added |
| Korea Investment CORP | 156,688 | $26.2M | 0.07% | −102,227−39.5% | Reduced |
| Cerity Partners LLC | 157,607 | $26.3M | 0.09% | +150,985+2,280.1% | Added |
| New York State Teachers Retirement System | 158,217 | $26.4M | 0.06% | −25,435−13.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 160,039 | $26.7M | 0.07% | −12,342−7.2% | Reduced |
| Teacher Retirement System of Texas | 169,096 | $28.2M | 0.19% | −118,590−41.2% | Reduced |
| JS Capital Management LLC | 170,000 | $28.4M | 3.40% | +170,000 | New |
| GoodHaven Capital Management, LLC | 170,790 | $28.5M | 12.37% | −1,450−0.8% | Reduced |
| Driehaus Capital Management LLC | 175,848 | $29.4M | 0.35% | +96,960+122.9% | Added |
| Cartenna Capital, LP | 180,000 | $30.0M | 3.15% | +180,000 | New |
| Man Group plc | 184,325 | $30.8M | 0.09% | – | – |
| Comerica Bank | 193,251 | $32.3M | 0.15% | −15,035−7.2% | Reduced |
| National Pension Service | 195,400 | $32.6M | 0.05% | 00.0% | Unchanged |
| Schroder Investment Management Group | 204,335 | $34.1M | 0.04% | −160,734−44.0% | Reduced |
| California State Teachers Retirement System | 205,871 | $34.4M | 0.05% | −6,407−3.0% | Reduced |
| Principal Financial Group Inc | 206,998 | $34.6M | 0.02% | −267,442−56.4% | Reduced |
| Victory Capital Management Inc | 213,133 | $35.6M | 0.04% | +62,601+41.6% | Added |
| Fisher Asset Management, LLC | 218,374 | $36.5M | 0.02% | −8,003−3.5% | Reduced |
| Russell Investments Group, Ltd. | 219,106 | $36.6M | 0.07% | −33,330−13.2% | Reduced |
| Credit Suisse AG | 220,981 | $36.9M | 0.04% | +7,041+3.3% | Added |
| Franklin Resources Inc | 224,403 | $37.5M | 0.02% | +11,060+5.2% | Added |
| Rhumbline Advisers | 228,724 | $38.2M | 0.04% | −150,692−39.7% | Reduced |
| Susquehanna International Group, LLP | 229,727 | $38.4M | 0.06% | +225,103+4,868.1% | Added |
| Goldentree Asset Management LP | 233,196 | $38.9M | 4.04% | −161,387−40.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 238,235 | $39.8M | 0.33% | +164,959+225.1% | Added |
| Macquarie Group Ltd | 238,309 | $39.8M | 0.05% | +115,617+94.2% | Added |
| Renaissance Technologies LLC | 244,000 | $40.7M | 0.06% | −107,941−30.7% | Reduced |
| California Public Employees Retirement System | 246,034 | $41.1M | 0.03% | −16,807−6.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 251,435 | $42.0M | 0.19% | −31,376−11.1% | Reduced |
| Amundi | 256,657 | $42.4M | 0.02% | −49,878−16.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 256,148 | $42.8M | 0.10% | −49,154−16.1% | Reduced |
| RBF Capital, LLC | 258,702 | $43.2M | 2.70% | −90.0% | Reduced |
| Assenagon Asset Management S.A. | 259,782 | $43.4M | 0.13% | +150,973+138.8% | Added |
| Bank of America Corp | 260,169 | $43.4M | 0.00% | −59,891−18.7% | Reduced |
| APG Asset Management N.V. | 289,738 | $43.8M | 0.09% | +284,338+5,265.5% | Added |
| LPL Financial LLC | 267,113 | $44.6M | 0.03% | +69,142+34.9% | Added |
| JB Capital Partners LP | 292,265 | $48.8M | 9.86% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 293,058 | $48.9M | 0.02% | −11,966−3.9% | Reduced |
| Hill City Capital, LP | 300,000 | $50.1M | 4.42% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 312,799 | $52.2M | 0.42% | −4,923−1.5% | Reduced |
| Commerce Bank | 314,596 | $52.5M | 0.37% | −53,104−14.4% | Reduced |
| First Trust Advisors LP | 314,998 | $52.6M | 0.06% | +98,436+45.5% | Added |
| Interval Partners, LP | 315,584 | $52.7M | 2.29% | +315,584 | New |
| Samlyn Capital, LLC | 320,785 | $53.6M | 1.16% | −21,289−6.2% | Reduced |
| Panagora Asset Management Inc | 324,005 | $54.1M | 0.30% | +33,714+11.6% | Added |
| Arrowstreet Capital, Limited Partnership | 338,706 | $56.5M | 0.06% | −189,533−35.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 340,855 | $56.9M | 0.29% | −48,086−12.4% | Reduced |
| Barclays PLC | 356,725 | $59.6M | 0.03% | −173,646−32.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 360,976 | $60.3M | 0.30% | −50,075−12.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 367,961 | $61.4M | 0.05% | −10,145−2.7% | Reduced |
| Millennium Management LLC | 378,482 | $63.2M | 0.06% | +263,749+229.9% | Added |
| Royal Bank of Canada | 387,660 | $64.7M | 0.02% | +1,061+0.3% | Added |
| Swiss National Bank | 390,987 | $65.3M | 0.05% | −21,300−5.2% | Reduced |
| Cookson Peirce & Co Inc | 394,546 | $65.9M | 3.98% | −10,950−2.7% | Reduced |
| Lord, Abbett & Co. LLC | 403,454 | $67.4M | 0.24% | −31,009−7.1% | Reduced |
| Avala Global LP | 413,100 | $69.0M | 5.32% | +413,100 | New |
| Neuberger Berman Group LLC | 451,306 | $75.3M | 0.07% | +24,864+5.8% | Added |
| Goldman Sachs Group Inc | 471,360 | $78.7M | 0.02% | +45,242+10.6% | Added |
| Robeco Institutional Asset Management B.V. | 473,341 | $79.0M | 0.19% | +161,993+52.0% | Added |
| HSBC Holdings PLC | 489,047 | $81.6M | 0.07% | +295,643+152.9% | Added |