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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 49,953 | $8.34M | 0.46% | −8,433−14.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 49,732 | $8.30M | 0.32% | −6,605−11.7% | Reduced |
| Mirabella Financial Services LLP | 49,699 | $8.30M | 1.19% | +49,699 | New |
| Royal London Asset Management Ltd | 49,296 | $8.23M | 0.02% | +6,810+16.0% | Added |
| Swedbank AB | 48,912 | $8.17M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 48,319 | $8.07M | 0.03% | +18,195+60.4% | Added |
| Dorsey Wright & Associates | 48,277 | $8.06M | 2.45% | −1,543−3.1% | Reduced |
| Catalyst Capital Advisors LLC | 47,625 | $7.95M | 0.21% | −3,875−7.5% | Reduced |
| Pinnbrook Capital Management LP | 47,197 | $7.88M | 1.84% | +30,469+182.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 47,128 | $7.87M | 0.01% | −34,225−42.1% | Reduced |
| Tabor Asset Management, LP | 44,520 | $7.43M | 3.48% | +3,530+8.6% | Added |
| Kingfisher Capital LLC | 42,860 | $7.16M | 1.86% | −1,317−3.0% | Reduced |
| Nilsine Partners, LLC | 42,777 | $7.14M | 1.10% | −1,406−3.2% | Reduced |
| Argent Capital Management LLC | 42,604 | $7.11M | 0.23% | −943−2.2% | Reduced |
| TD Asset Management Inc | 42,306 | $7.06M | 0.01% | +25,425+150.6% | Added |
| Ritholtz Wealth Management | 41,893 | $6.99M | 0.27% | +1,728+4.3% | Added |
| State of Alaska, Department of Revenue | 41,579 | $6.94M | 0.08% | −2,210−5.0% | Reduced |
| Nicholas Company, Inc. | 41,064 | $6.86M | 0.12% | −5,825−12.4% | Reduced |
| State of Michigan Retirement System | 40,000 | $6.68M | 0.04% | +3,688+10.2% | Added |
| Prudential PLC | 39,127 | $6.53M | 0.07% | −48,093−55.1% | Reduced |
| Polar Asset Management Partners Inc. | 38,749 | $6.47M | 0.18% | +38,749 | New |
| Boothbay Fund Management, LLC | 38,449 | $6.42M | 0.24% | +38,449 | New |
| Oregon Public Employees Retirement Fund | 37,868 | $6.32M | 0.11% | −37,385−49.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 36,633 | $6.12M | 0.89% | −13,000−26.2% | Reduced |
| Kornitzer Capital Management Inc | 36,001 | $6.01M | 0.12% | +20.0% | Added |
| Citadel Advisors LLC | 35,419 | $5.91M | 0.01% | −77,105−68.5% | Reduced |
| Summit Global Investments | 35,129 | $5.86M | 0.38% | +21,809+163.7% | Added |
| McKinley Capital Management LLC /Delaware | 34,773 | $5.81M | 0.75% | −380−1.1% | Reduced |
| Spire Wealth Management | 33,590 | $5.79M | 0.20% | +31,600+1,587.9% | Added |
| Arizona State Retirement System | 34,365 | $5.74M | 0.04% | −603−1.7% | Reduced |
| Patton Fund Management, Inc. | 33,936 | $5.67M | 1.26% | +33,936 | New |
| UBS Oconnor LLC | 33,850 | $5.65M | 0.18% | +33,850 | New |
| Janney Montgomery Scott LLC | 33,830 | $5.65M | 0.02% | +1,316+4.0% | Added |
| American International Group, Inc. | 33,830 | $5.65M | 0.02% | −142,354−80.8% | Reduced |
| Transform Wealth, LLC | 32,963 | $5.50M | 0.54% | −2,855−8.0% | Reduced |
| Hennessy Advisors Inc | 32,900 | $5.49M | 0.28% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 32,852 | $5.48M | 0.06% | −60,027−64.6% | Reduced |
| Regal Investment Advisors LLC | 32,562 | $5.44M | 0.41% | +8,916+37.7% | Added |
| DnB Asset Management AS | 32,523 | $5.43M | 0.03% | +575+1.8% | Added |
| Hancock Whitney Corp | 31,687 | $5.29M | 0.20% | −1,244−3.8% | Reduced |
| Tocqueville Asset Management L.P. | 31,422 | $5.25M | 0.10% | −1,644−5.0% | Reduced |
| Paradiem, LLC | 30,986 | $5.17M | 1.44% | −1,453−4.5% | Reduced |
| Duality Advisers, LP | 30,629 | $5.11M | 0.54% | +8,841+40.6% | Added |
| MetLife Investment Management | 29,944 | $5.00M | 0.04% | −41,761−58.2% | Reduced |
| National Bank of Canada | 29,837 | $4.93M | 0.01% | +28,341+1,894.5% | Added |
| Zacks Investment Management | 29,459 | $4.92M | 0.06% | −6,079−17.1% | Reduced |
| Cetera Advisor Networks LLC | 29,411 | $4.91M | 0.03% | +4,109+16.2% | Added |
| SEI Investments Co | 29,355 | $4.90M | 0.01% | −42,704−59.3% | Reduced |
| South Dakota Investment Council | 28,869 | $4.82M | 0.10% | −17,180−37.3% | Reduced |
| Strategic Investment Advisors | 28,768 | $4.80M | 0.69% | −931−3.1% | Reduced |
| Thoroughbred Financial Services, LLC | 28,625 | $4.78M | 0.39% | −448−1.5% | Reduced |
| Stephens Inc | 28,475 | $4.75M | 0.08% | +28,475 | New |
| Thrivent Financial for Lutherans | 28,368 | $4.74M | 0.01% | −36,704−56.4% | Reduced |
| ExodusPoint Capital Management, LP | 27,152 | $4.53M | 0.06% | +20,685+319.9% | Added |
| Wall Street Access Asset Management, LLC | 27,033 | $4.51M | 2.12% | +343+1.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,023 | $4.51M | 0.03% | +1,703+6.7% | Added |
| Monument Capital Management | 26,723 | $4.46M | 1.44% | −155−0.6% | Reduced |
| Quantinno Capital Management LP | 26,421 | $4.41M | 0.15% | −13,169−33.3% | Reduced |
| Meeder Asset Management Inc | 26,395 | $4.41M | 0.34% | −14,555−35.5% | Reduced |
| Verition Fund Management LLC | 25,972 | $4.34M | 0.04% | +7,891+43.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 25,847 | $4.31M | 0.02% | −68−0.3% | Reduced |
| Texas Permanent School Fund | 25,478 | $4.25M | 0.04% | −80,812−76.0% | Reduced |
| Yousif Capital Management, LLC | 25,182 | $4.20M | 0.05% | −34,715−58.0% | Reduced |
| Stratos Wealth Partners, LTD. | 24,592 | $4.11M | 0.08% | +286+1.2% | Added |
| IFM Investors Pty Ltd | 24,558 | $4.10M | 0.05% | −1,870−7.1% | Reduced |
| Two Sigma Investments, LP | 24,100 | $4.02M | 0.01% | −17,963−42.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 23,737 | $3.96M | 0.69% | 00.0% | Unchanged |
| Intech Investment Management LLC | 23,598 | $3.94M | 0.06% | +12,738+117.3% | Added |
| Handelsbanken Fonder AB | 22,919 | $3.83M | 0.02% | −700−3.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 22,700 | $3.79M | 0.05% | −5,800−20.4% | Reduced |
| Epacria Capital Partners, LLC | 22,533 | $3.76M | 3.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 22,396 | $3.74M | 0.01% | +10,458+87.6% | Added |
| Mariner, LLC | 22,146 | $3.70M | 0.01% | −42,040−65.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,010 | $3.67M | 0.03% | +7,086+47.5% | Added |
| Captrust Financial Advisors | 21,931 | $3.66M | 0.01% | −27−0.1% | Reduced |
| Van Eck Associates Corp | 21,803 | $3.64M | 0.01% | −1,336−5.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,737 | $3.63M | 0.04% | +21,737 | New |
| Czech National Bank | 21,610 | $3.61M | 0.05% | +21,610 | New |
| Brasada Capital Management, LP | 21,580 | $3.60M | 0.71% | +1,313+6.5% | Added |
| HighTower Advisors, LLC | 21,317 | $3.58M | 0.01% | +1,908+9.8% | Added |
| Utah Retirement Systems | 21,300 | $3.56M | 0.05% | −600−2.7% | Reduced |
| Degroof Petercam Asset Management | 21,200 | $3.54M | 0.05% | +21,200 | New |
| Pitcairn Co | 21,051 | $3.51M | 0.26% | +5,704+37.2% | Added |
| TrimTabs Asset Management, LLC | 21,038 | $3.51M | 1.02% | +9,470+81.9% | Added |
| AXA S.A. | 20,926 | $3.49M | 0.01% | −119,776−85.1% | Reduced |
| Aviva PLC | 20,516 | $3.42M | 0.01% | +3,764+22.5% | Added |
| Natixis Advisors, L.P. | 20,345 | $3.40M | 0.01% | +1,221+6.4% | Added |
| MAI Capital Management | 20,151 | $3.36M | 0.04% | +1,648+8.9% | Added |
| PCJ Investment Counsel Ltd. | 20,000 | $3.34M | 1.29% | +20,000 | New |
| Daiwa Securities Group Inc. | 19,907 | $3.32M | 0.02% | +1,207+6.5% | Added |
| Tudor Investment Corp Et Al | 19,359 | $3.23M | 0.04% | +19,359 | New |
| CWM Advisors, LLC | 18,926 | $3.16M | 0.35% | −10,507−35.7% | Reduced |
| Engineers Gate Manager LP | 18,630 | $3.11M | 0.09% | −17,966−49.1% | Reduced |
| Tower Research Capital LLC (TRC) | 18,618 | $3.11M | 0.04% | +4,643+33.2% | Added |
| Truist Financial Corp | 18,548 | $3.10M | 0.00% | +1,922+11.6% | Added |
| Jefferies Financial Group Inc. | 18,405 | $3.07M | 0.05% | +13,405+268.1% | Added |
| GWM Advisors LLC | 18,283 | $3.05M | 0.03% | +10,756+142.9% | Added |
| Firetrail Investments Pty Ltd | 16,950 | $2.99M | 2.20% | +16,950 | New |
| PGGM Investments | 17,767 | $2.97M | 0.05% | +17,767 | New |
| New York Life Investment Management LLC | 17,580 | $2.93M | 0.03% | +14,311+437.8% | Added |