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, Q1 2024
Institutional positions in Builders FirstSource, Inc. as of Mar 31, 2024. 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
- 859
- +123 vs. Q4 2023
- Shares held
- 112.5M
- −2.75M (−2.4%) vs. Q4 2023
- Total value
- $23.4B
- +$4.12B (+21.4%) vs. Q4 2023
- New holders
- 176
- 286 more added
- Sold out
- 53
- 311 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,554,720 | $3.04B | 0.06% | −113,329−0.8% | Reduced |
| BlackRock Inc. | 12,777,652 | $2.66B | 0.06% | +937,249+7.9% | Added |
| Wellington Management Group LLP | 5,940,752 | $1.24B | 0.22% | −2,262,272−27.6% | Reduced |
| State Street Corp | 5,642,091 | $1.18B | 0.05% | −164,915−2.8% | Reduced |
| FMR LLC | 4,804,030 | $1.00B | 0.07% | +2,328,959+94.1% | Added |
| Geode Capital Management, LLC | 2,974,911 | $619.6M | 0.06% | +58,960+2.0% | Added |
| Dimensional Fund Advisors LP | 2,482,479 | $517.7M | 0.14% | −516,695−17.2% | Reduced |
| Invesco Ltd. | 1,830,809 | $381.8M | 0.08% | −160,086−8.0% | Reduced |
| Alliancebernstein L.P. | 1,768,289 | $368.8M | 0.13% | −127,275−6.7% | Reduced |
| Morgan Stanley | 1,465,465 | $305.6M | 0.02% | −221,062−13.1% | Reduced |
| Westfield Capital Management Co LP | 1,381,284 | $288.1M | 1.51% | −35,327−2.5% | Reduced |
| Boston Partners | 1,377,335 | $285.8M | 0.34% | +10,551+0.8% | Added |
| Ameriprise Financial Inc | 1,354,131 | $282.4M | 0.08% | +126,276+10.3% | Added |
| Pacer Advisors, Inc. | 1,322,070 | $275.7M | 0.63% | −182,100−12.1% | Reduced |
| Norges Bank | 1,317,307 | $274.7M | 0.04% | +46,135+3.6% | Added |
| Assetmark, Inc | 1,239,387 | $258.5M | 0.84% | −309,840−20.0% | Reduced |
| Northern Trust Corp | 1,128,805 | $235.4M | 0.04% | −46,280−3.9% | Reduced |
| William Blair Investment Management, LLC | 1,038,943 | $216.7M | 0.56% | −154,163−12.9% | Reduced |
| Qube Research & Technologies Ltd | 938,846 | $195.8M | 0.35% | −401,137−29.9% | Reduced |
| Nuveen Asset Management, LLC | 871,215 | $181.7M | 0.05% | +303,584+53.5% | Added |
| Evercore Wealth Management, LLC | 865,939 | $180.6M | 2.83% | −54,932−6.0% | Reduced |
| Bank of New York Mellon Corp | 865,917 | $180.6M | 0.03% | +5,900+0.7% | Added |
| Frontier Capital Management Co LLC | 842,823 | $175.8M | 1.64% | −290,928−25.7% | Reduced |
| Anomaly Capital Management, LP | 833,070 | $173.7M | 6.13% | −364,146−30.4% | Reduced |
| JPMorgan Chase & Co | 827,699 | $172.6M | 0.02% | +68,763+9.1% | Added |
| Dendur Capital LP | 791,000 | $165.0M | 24.08% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 778,506 | $162.4M | 0.06% | −34,255−4.2% | Reduced |
| Artemis Investment Management LLP | 768,421 | $160.2M | 2.08% | −62,340−7.5% | Reduced |
| Capital World Investors | 760,228 | $158.5M | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 748,297 | $156.1M | 0.04% | −27,844−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 727,177 | $151.7M | 0.04% | +45,553+6.7% | Added |
| Deutsche Bank AG | 717,309 | $149.6M | 0.07% | +139,147+24.1% | Added |
| AQR Capital Management LLC | 657,306 | $137.1M | 0.23% | −538,285−45.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 650,535 | $135.7M | 0.33% | +52,454+8.8% | Added |
| HSBC Holdings PLC | 559,030 | $116.6M | 0.08% | +69,983+14.3% | Added |
| LSV Asset Management | 524,785 | $109.4M | 0.23% | −15,115−2.8% | Reduced |
| Citadel Advisors LLC | 521,123 | $108.7M | 0.10% | +485,704+1,371.3% | Added |
| Millennium Management LLC | 500,922 | $104.5M | 0.09% | +122,440+32.4% | Added |
| American Century Companies Inc | 499,252 | $104.1M | 0.07% | +350,631+235.9% | Added |
| Balyasny Asset Management LLC | 495,803 | $103.4M | 0.27% | −26,643−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 494,868 | $103.2M | 1.14% | −12,148−2.4% | Reduced |
| Price T Rowe Associates Inc | 484,907 | $101.1M | 0.01% | −27,959−5.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 475,786 | $99.2M | 0.22% | +2,445+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 469,926 | $98.0M | 0.09% | +131,220+38.7% | Added |
| Bessemer Group Inc | 448,501 | $93.5M | 0.17% | +448,407+477,028.7% | Added |
| Neuberger Berman Group LLC | 412,307 | $86.0M | 0.07% | −38,999−8.6% | Reduced |
| Robotti Robert | 402,182 | $83.9M | 11.38% | −117,813−22.7% | Reduced |
| Bank of America Corp | 400,501 | $83.5M | 0.01% | +140,332+53.9% | Added |
| Lord, Abbett & Co. LLC | 390,408 | $81.4M | 0.26% | −13,046−3.2% | Reduced |
| Royal Bank of Canada | 385,463 | $80.4M | 0.02% | −2,197−0.6% | Reduced |
| Cookson Peirce & Co Inc | 382,383 | $79.7M | 4.26% | −12,163−3.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 380,157 | $79.3M | 0.35% | +19,181+5.3% | Added |
| Barclays PLC | 372,818 | $77.8M | 0.04% | +16,093+4.5% | Added |
| Point72 Asset Management, L.P. | 371,437 | $77.5M | 0.22% | −136,235−26.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 370,701 | $77.3M | 0.34% | +29,846+8.8% | Added |
| Swiss National Bank | 369,387 | $77.0M | 0.05% | −21,600−5.5% | Reduced |
| Pictet Asset Management Holding SA | 364,382 | $76.0M | 0.08% | −152,720−29.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 352,741 | $73.6M | 0.05% | −15,220−4.1% | Reduced |
| Goldman Sachs Group Inc | 326,920 | $68.2M | 0.01% | −144,440−30.6% | Reduced |
| Commerce Bank | 318,188 | $66.4M | 0.44% | +3,592+1.1% | Added |
| LPL Financial LLC | 313,902 | $65.5M | 0.04% | +46,789+17.5% | Added |
| Brandywine Global Investment Management, LLC | 309,556 | $64.6M | 0.47% | −3,243−1.0% | Reduced |
| Avala Global LP | 306,279 | $63.9M | 4.67% | −106,821−25.9% | Reduced |
| Hill City Capital, LP | 300,000 | $62.6M | 4.61% | 00.0% | Unchanged |
| APG Asset Management N.V. | 317,515 | $61.3M | 0.11% | +27,777+9.6% | Added |
| JB Capital Partners LP | 292,265 | $61.0M | 11.48% | 00.0% | Unchanged |
| Amundi | 327,454 | $59.7M | 0.03% | +70,797+27.6% | Added |
| Franklin Resources Inc | 283,136 | $59.0M | 0.02% | +58,733+26.2% | Added |
| Victory Capital Management Inc | 282,120 | $58.8M | 0.06% | +68,987+32.4% | Added |
| Alyeska Investment Group, L.P. | 281,041 | $58.6M | 0.37% | +281,041 | New |
| Mirae Asset Global Investments Co., Ltd. | 664,428 | $58.4M | 0.13% | −130,740−16.4% | Reduced |
| Massachusetts Financial Services Co | 268,368 | $56.0M | 0.02% | −24,690−8.4% | Reduced |
| RBF Capital, LLC | 258,702 | $54.0M | 3.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 250,179 | $51.6M | 0.12% | −5,969−2.3% | Reduced |
| Russell Investments Group, Ltd. | 245,536 | $51.2M | 0.08% | +26,430+12.1% | Added |
| First Trust Advisors LP | 245,285 | $51.2M | 0.05% | −69,713−22.1% | Reduced |
| UBS Group AG | 243,140 | $50.7M | 0.02% | +132,554+119.9% | Added |
| Principal Financial Group Inc | 241,187 | $50.3M | 0.03% | +34,189+16.5% | Added |
| California Public Employees Retirement System | 231,978 | $48.4M | 0.03% | −14,056−5.7% | Reduced |
| Rhumbline Advisers | 229,575 | $47.9M | 0.05% | +851+0.4% | Added |
| Cerity Partners LLC | 225,214 | $47.0M | 0.12% | +67,607+42.9% | Added |
| Panagora Asset Management Inc | 222,836 | $46.5M | 0.24% | −101,169−31.2% | Reduced |
| Macquarie Group Ltd | 221,306 | $46.2M | 0.05% | −17,003−7.1% | Reduced |
| Comerica Bank | 211,434 | $44.1M | 0.19% | +18,183+9.4% | Added |
| Man Group plc | 209,540 | $43.7M | 0.12% | +25,215+13.7% | Added |
| California State Teachers Retirement System | 208,130 | $43.4M | 0.05% | +2,259+1.1% | Added |
| Voya Investment Management LLC | 206,275 | $43.0M | 0.04% | +110,763+116.0% | Added |
| Goldentree Asset Management LP | 203,996 | $42.5M | 3.38% | −29,200−12.5% | Reduced |
| Credit Suisse AG | 203,376 | $42.4M | 0.04% | −17,605−8.0% | Reduced |
| Samlyn Capital, LLC | 200,756 | $41.9M | 0.73% | −120,029−37.4% | Reduced |
| Southpoint Capital Advisors LP | 200,000 | $41.7M | 0.83% | −1,150,000−85.2% | Reduced |
| Ensign Peak Advisors, Inc | 195,884 | $40.9M | 0.07% | +67,009+52.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 195,048 | $40.7M | 0.15% | −56,387−22.4% | Reduced |
| Andra AP-fonden | 193,700 | $40.4M | 0.72% | +97,800+102.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 183,445 | $38.3M | 0.16% | +100,016+119.9% | Added |
| BNP Paribas Arbitrage, SA | 181,788 | $37.9M | 0.05% | +28,404+18.5% | Added |
| Fisher Asset Management, LLC | 179,519 | $37.4M | 0.02% | −38,855−17.8% | Reduced |
| Assenagon Asset Management S.A. | 174,527 | $36.4M | 0.10% | −85,255−32.8% | Reduced |
| National Pension Service | 173,700 | $36.2M | 0.04% | −21,700−11.1% | Reduced |
| GoodHaven Capital Management, LLC | 170,790 | $35.6M | 13.40% | 00.0% | Unchanged |