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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 158,217 | $26.4M | 0.06% | −25,435−13.8% | Reduced |
| Cerity Partners LLC | 157,607 | $26.3M | 0.09% | +150,985+2,280.1% | Added |
| Korea Investment CORP | 156,688 | $26.2M | 0.07% | −102,227−39.5% | Reduced |
| Stadium Capital Management LLC | 155,017 | $25.9M | 21.72% | +53,800+53.2% | Added |
| BNP Paribas Arbitrage, SA | 153,384 | $25.6M | 0.05% | +106,881+229.8% | Added |
| State Board of Administration of Florida Retirement System | 150,873 | $25.2M | 0.05% | +3,113+2.1% | Added |
| Royce & Associates LP | 150,085 | $25.1M | 0.23% | −18,291−10.9% | Reduced |
| American Century Companies Inc | 148,621 | $24.8M | 0.02% | −112,455−43.1% | Reduced |
| Bridgewater Associates, LP | 146,372 | $24.4M | 0.14% | +2,557+1.8% | Added |
| Thompson Siegel & Walmsley LLC | 145,031 | $24.2M | 0.39% | −64,226−30.7% | Reduced |
| Advisor Group Holdings, Inc. | 144,062 | $24.0M | 0.04% | −30,143−17.3% | Reduced |
| Wells Fargo & Company | 139,985 | $23.4M | 0.01% | −35,190−20.1% | Reduced |
| Capital Fund Management S.A. | 133,347 | $22.3M | 0.28% | −143,046−51.8% | Reduced |
| Envestnet Asset Management Inc | 129,208 | $21.6M | 0.01% | +7,391+6.1% | Added |
| Raymond James & Associates | 128,969 | $21.5M | 0.02% | +908+0.7% | Added |
| Ensign Peak Advisors, Inc | 128,875 | $21.5M | 0.04% | −6,418−4.7% | Reduced |
| Allianz Asset Management GmbH | 128,348 | $21.4M | 0.04% | +54,557+73.9% | Added |
| Citigroup Inc | 127,739 | $21.3M | 0.03% | −1,216−0.9% | Reduced |
| Woodson Capital Management, LP | 126,000 | $21.0M | 4.89% | −24,000−16.0% | Reduced |
| Thornburg Investment Management Inc | 125,353 | $20.9M | 0.30% | +25,246+25.2% | Added |
| Railway Pension Investments Ltd | 125,000 | $20.9M | 0.22% | +23,900+23.6% | Added |
| Lodge Hill Capital, LLC | 124,300 | $20.8M | 9.14% | −35,000−22.0% | Reduced |
| Bank of Montreal | 118,676 | $20.1M | 0.01% | +83,635+238.7% | Added |
| Adage Capital Partners GP, L.L.C. | 119,900 | $20.0M | 0.04% | +119,900 | New |
| Walleye Trading LLC | 119,649 | $20.0M | 0.30% | +88,557+284.8% | Added |
| AustralianSuper Pty Ltd | 118,072 | $19.7M | 0.12% | +72,957+161.7% | Added |
| 1832 Asset Management L.P. | 116,704 | $19.5M | 0.04% | −588−0.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120,842 | $19.3M | 0.03% | +65,702+119.2% | Added |
| Scout Investments, Inc. | 113,818 | $19.0M | 0.47% | +57,801+103.2% | Added |
| Punch & Associates Investment Management, Inc. | 113,271 | $18.9M | 1.11% | −19,650−14.8% | Reduced |
| Achmea Investment Management B.V. | 112,284 | $18.7M | 0.39% | −21,545−16.1% | Reduced |
| UBS Group AG | 110,586 | $18.5M | 0.01% | +36,475+49.2% | Added |
| Whittier Trust Co | 110,447 | $18.4M | 0.30% | +2,879+2.7% | Added |
| Illinois Municipal Retirement Fund | 109,468 | $18.3M | 0.31% | −6,519−5.6% | Reduced |
| State of Tennessee, Treasury Department | 109,284 | $18.2M | 0.07% | +42,464+63.5% | Added |
| Mackenzie Financial Corp | 106,942 | $17.9M | 0.03% | −41,116−27.8% | Reduced |
| Twinbeech Capital LP | 106,170 | $17.7M | 0.29% | −58,320−35.5% | Reduced |
| New York State Common Retirement Fund | 101,836 | $17.0M | 0.02% | −14,283−12.3% | Reduced |
| Storebrand Asset Management AS | 98,207 | $16.4M | 0.06% | +26,838+37.6% | Added |
| KBC Group NV | 97,571 | $16.3M | 0.06% | −42,135−30.2% | Reduced |
| Great West Life Assurance Co | 96,506 | $16.1M | 0.04% | −56,904−37.1% | Reduced |
| Andra AP-fonden | 95,900 | $16.0M | 0.85% | −9,300−8.8% | Reduced |
| Voya Investment Management LLC | 95,512 | $15.9M | 0.02% | +6,315+7.1% | Added |
| Allspring Global Investments Holdings, LLC | 94,505 | $15.8M | 0.03% | +32,819+53.2% | Added |
| Paradigm Capital Management Inc | 94,075 | $15.7M | 0.82% | 00.0% | Unchanged |
| Prudential Financial Inc | 93,322 | $15.6M | 0.02% | +52,720+129.8% | Added |
| D. E. Shaw & Co., Inc. | 92,274 | $15.4M | 0.02% | −24,930−21.3% | Reduced |
| Picton Mahoney Asset Management | 91,133 | $15.2M | 0.70% | +35,781+64.6% | Added |
| Federated Hermes, Inc. | 91,091 | $15.2M | 0.04% | +44,389+95.0% | Added |
| Walleye Capital LLC | 89,415 | $14.9M | 0.21% | +89,415 | New |
| Public Employees Retirement System of Ohio | 87,558 | $14.6M | 0.06% | +15,155+20.9% | Added |
| Bridgeway Capital Management, LLC | 85,400 | $14.3M | 0.31% | −9,600−10.1% | Reduced |
| Manufacturers Life Insurance Company, The | 83,731 | $14.0M | 0.01% | −8,830−9.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 83,429 | $13.9M | 0.06% | +64,648+344.2% | Added |
| Stifel Financial Corp | 82,168 | $13.7M | 0.02% | −3,320−3.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,254 | $13.4M | 0.05% | −36,953−31.5% | Reduced |
| Vinva Investment Management Ltd | 77,674 | $13.3M | 0.93% | +6,788+9.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,300 | $13.2M | 0.02% | +26,685+50.7% | Added |
| Nomura Asset Management Co Ltd | 76,726 | $12.8M | 0.05% | −14,088−15.5% | Reduced |
| Putnam Investments LLC | 76,675 | $12.8M | 0.02% | −109,607−58.8% | Reduced |
| State of Wisconsin Investment Board | 76,020 | $12.7M | 0.04% | −990−1.3% | Reduced |
| Retirement Systems of Alabama | 76,012 | $12.7M | 0.05% | −212,613−73.7% | Reduced |
| Cambria Investment Management, L.P. | 75,566 | $12.6M | 0.88% | +11,685+18.3% | Added |
| Teachers Retirement System of the State of Kentucky | 74,036 | $12.4M | 0.12% | +29,177+65.0% | Added |
| Empowered Funds, LLC | 73,528 | $12.3M | 0.31% | +4,402+6.4% | Added |
| Brightline Capital Management, LLC | 73,000 | $12.2M | 13.22% | +73,000 | New |
| State of New Jersey Common Pension Fund D | 70,811 | $11.8M | 0.04% | −1,390−1.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 68,932 | $11.5M | 0.04% | +68,932 | New |
| Whittier Trust Co of Nevada Inc | 68,919 | $11.5M | 0.37% | +3,433+5.2% | Added |
| Hook Mill Capital Partners, LP | 68,531 | $11.4M | 3.02% | +31,758+86.4% | Added |
| Toronto Dominion Bank | 68,431 | $11.4M | 0.02% | +43,957+179.6% | Added |
| Engle Capital Management, L.P. | 68,100 | $11.4M | 3.98% | +68,100 | New |
| Wedge Capital Management L L P | 67,242 | $11.2M | 0.20% | +11,695+21.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 66,929 | $11.2M | 0.24% | −4,652−6.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 65,900 | $11.0M | 0.10% | +100+0.2% | Added |
| Hudson Bay Capital Management LP | 65,740 | $11.0M | 0.10% | +40,840+164.0% | Added |
| Crown Advisors Management, Inc. | 65,000 | $10.9M | 7.43% | −10,000−13.3% | Reduced |
| Waratah Capital Advisors Ltd. | 64,548 | $10.8M | 0.61% | +57,105+767.2% | Added |
| Gotham Asset Management, LLC | 63,282 | $10.6M | 0.20% | +6,021+10.5% | Added |
| Treasurer of the State of North Carolina | 61,602 | $10.3M | 0.05% | −1,846−2.9% | Reduced |
| Burney Co | 60,900 | $10.2M | 0.43% | +37,651+161.9% | Added |
| DekaBank Deutsche Girozentrale | 58,353 | $9.52M | 0.02% | +9,122+18.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,420 | $9.42M | 0.32% | +4,108+7.9% | Added |
| Pinebridge Investments, L.P. | 55,599 | $9.28M | 0.09% | +44,885+418.9% | Added |
| Hudson Value Partners, LLC | 55,598 | $9.28M | 4.32% | −37−0.1% | Reduced |
| Altus Wealth Group LLC | 54,901 | $9.17M | 5.08% | +432+0.8% | Added |
| Jupiter Asset Management Ltd | 54,865 | $9.16M | 0.09% | −438,206−88.9% | Reduced |
| CI Private Wealth, LLC | 54,664 | $9.13M | 0.02% | −4,863−8.2% | Reduced |
| Candelo Capital Management LP | 54,098 | $9.03M | 7.69% | +54,098 | New |
| Hodges Capital Management Inc. | 54,056 | $9.03M | 0.48% | −55−0.1% | Reduced |
| Amalgamated Bank | 53,689 | $8.96M | 0.07% | −43,433−44.7% | Reduced |
| Telemus Capital, LLC | 52,468 | $8.76M | 0.72% | +1,676+3.3% | Added |
| Asset Management One Co.,Ltd. | 51,809 | $8.74M | 0.04% | +2,311+4.7% | Added |
| Standard Life Aberdeen plc | 51,858 | $8.66M | 0.02% | +28,762+124.5% | Added |
| Moore Capital Management, LP | 51,181 | $8.54M | 0.21% | +51,181 | New |
| Forsta Ap-Fonden | 50,700 | $8.46M | 0.09% | −20,700−29.0% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 50,559 | $8.44M | 0.97% | −7,872−13.5% | Reduced |
| Navellier & Associates Inc | 50,203 | $8.38M | 1.26% | +1,871+3.9% | Added |
| 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 |