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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 507,016 | $84.6M | 1.12% | −82,613−14.0% | Reduced |
| Point72 Asset Management, L.P. | 507,672 | $84.8M | 0.26% | +504,001+13,729.3% | Added |
| Price T Rowe Associates Inc | 512,866 | $85.6M | 0.01% | +60,916+13.5% | Added |
| Pictet Asset Management Holding SA | 517,102 | $86.3M | 0.10% | +104,196+25.2% | Added |
| Robotti Robert | 519,995 | $86.8M | 12.50% | −149,761−22.4% | Reduced |
| Balyasny Asset Management LLC | 522,446 | $87.2M | 0.24% | +515,076+6,988.8% | Added |
| LSV Asset Management | 539,900 | $90.1M | 0.20% | +49,200+10.0% | Added |
| Nuveen Asset Management, LLC | 567,631 | $94.8M | 0.03% | +5,470+1.0% | Added |
| Deutsche Bank AG | 578,162 | $96.5M | 0.05% | +140,250+32.0% | Added |
| Jane Street Group, LLC | 588,881 | $98.3M | 0.12% | +140,108+31.2% | Added |
| Caisse de Depot Et Placement du Quebec | 598,081 | $99.8M | 0.25% | +81,351+15.7% | Added |
| Charles Schwab Investment Management Inc | 681,624 | $113.8M | 0.03% | +264,650+63.5% | Added |
| JPMorgan Chase & Co | 758,936 | $126.7M | 0.01% | +231,319+43.8% | Added |
| Capital World Investors | 760,228 | $126.9M | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 776,141 | $129.6M | 0.04% | −55,254−6.6% | Reduced |
| Dendur Capital LP | 791,000 | $132.0M | 20.05% | −243,903−23.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 795,168 | $132.7M | 0.27% | −1,658−0.2% | Reduced |
| UBS Asset Management Americas Inc | 812,761 | $135.7M | 0.05% | +32,152+4.1% | Added |
| Artemis Investment Management LLP | 830,761 | $138.7M | 2.03% | −79,853−8.8% | Reduced |
| Bank of New York Mellon Corp | 860,017 | $143.6M | 0.03% | −473,977−35.5% | Reduced |
| Evercore Wealth Management, LLC | 920,871 | $153.7M | 2.58% | +6,266+0.7% | Added |
| Frontier Capital Management Co LLC | 1,133,751 | $189.3M | 1.91% | +292,966+34.8% | Added |
| Northern Trust Corp | 1,175,085 | $196.2M | 0.04% | −79,379−6.3% | Reduced |
| William Blair Investment Management, LLC | 1,193,106 | $199.2M | 0.58% | −531,668−30.8% | Reduced |
| AQR Capital Management LLC | 1,195,591 | $199.6M | 0.38% | −378,279−24.0% | Reduced |
| Anomaly Capital Management, LP | 1,197,216 | $199.9M | 8.61% | +106,920+9.8% | Added |
| Ameriprise Financial Inc | 1,227,855 | $205.0M | 0.06% | +382,691+45.3% | Added |
| Norges Bank | 1,271,172 | $212.2M | 0.04% | −52,319−4.0% | Reduced |
| Qube Research & Technologies Ltd | 1,339,983 | $223.7M | 0.51% | +781,661+140.0% | Added |
| Southpoint Capital Advisors LP | 1,350,000 | $225.4M | 4.84% | 00.0% | Unchanged |
| Boston Partners | 1,366,784 | $227.5M | 0.30% | +578,961+73.5% | Added |
| Westfield Capital Management Co LP | 1,416,611 | $236.5M | 1.38% | +143,041+11.2% | Added |
| Pacer Advisors, Inc. | 1,504,170 | $251.1M | 0.71% | −214,513−12.5% | Reduced |
| Assetmark, Inc | 1,549,227 | $258.6M | 0.93% | −147,681−8.7% | Reduced |
| Morgan Stanley | 1,686,527 | $281.5M | 0.02% | +389,210+30.0% | Added |
| Alliancebernstein L.P. | 1,895,564 | $316.4M | 0.12% | −200,104−9.5% | Reduced |
| Invesco Ltd. | 1,990,895 | $332.4M | 0.08% | +34,786+1.8% | Added |
| FMR LLC | 2,475,071 | $413.2M | 0.03% | −1,134,280−31.4% | Reduced |
| Geode Capital Management, LLC | 2,915,951 | $487.0M | 0.05% | +898,114+44.5% | Added |
| Dimensional Fund Advisors LP | 2,999,174 | $500.7M | 0.15% | −1,158,056−27.9% | Reduced |
| State Street Corp | 5,807,006 | $969.4M | 0.05% | +757,496+15.0% | Added |
| Wellington Management Group LLP | 8,203,024 | $1.37B | 0.26% | −56,724−0.7% | Reduced |
| BlackRock Inc. | 11,840,403 | $1.98B | 0.05% | −4,175,648−26.1% | Reduced |
| Vanguard Group Inc | 14,668,049 | $2.45B | 0.05% | +1,985,297+15.7% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −460,755−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −104,130−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −103,537−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −71,131−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −50,559−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −40,922−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −36,124−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −36,043−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −34,325−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −22,604−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,310−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,469−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,288−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −12,472−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −10,679−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,727−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −6,614−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,225−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −5,963−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,158−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −4,912−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,767−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,677−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −2,628−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −2,516−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Provence Wealth Management Group | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,897−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,618−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |