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 |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 11,631 | $2.43M | 0.48% | −2,828−19.6% | Reduced |
| Credit Agricole S A | 13,461 | $2.45M | 0.04% | +4,088+43.6% | Added |
| Estate Counselors, LLC | 11,850 | $2.47M | 0.28% | −265−2.2% | Reduced |
| Mountain Lake Investment Management LLC | 11,850 | $2.47M | 2.56% | +1,350+12.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 12,053 | $2.51M | 0.05% | +3,546+41.7% | Added |
| Boothbay Fund Management, LLC | 12,088 | $2.52M | 0.07% | −26,361−68.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,095 | $2.52M | 0.03% | −10−0.1% | Reduced |
| CIBC World Markets Corp | 12,354 | $2.58M | 0.02% | −3,572−22.4% | Reduced |
| Glenmede Trust Co NA | 13,040 | $2.72M | 0.01% | −205−1.5% | Reduced |
| Seven Eight Capital, LP | 13,239 | $2.76M | 0.29% | −1,987−13.1% | Reduced |
| MML Investors Services, LLC | 13,278 | $2.77M | 0.01% | +1,954+17.3% | Added |
| Public Employees Retirement Association of Colorado | 13,416 | $2.80M | 0.01% | −1,487−10.0% | Reduced |
| Bank of Nova Scotia | 13,566 | $2.83M | 0.01% | +1,075+8.6% | Added |
| Raymond James Trust N.A. | 13,836 | $2.89M | 0.07% | +10,263+287.2% | Added |
| Pitcairn Co | 14,006 | $2.92M | 0.19% | −7,045−33.5% | Reduced |
| Cunning Capital Partners, LP | 14,050 | $2.93M | 1.62% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14,082 | $2.94M | 0.02% | +9,622+215.7% | Added |
| Point72 Hong Kong Ltd | 14,224 | $2.97M | 0.15% | +14,224 | New |
| Worldquant Millennium Advisors LLC | 14,398 | $3.00M | 0.04% | +14,398 | New |
| Mercer Global Advisors Inc | 14,569 | $3.04M | 0.01% | +1,729+13.5% | Added |
| Brown Advisory Inc | 14,600 | $3.04M | 0.00% | +30+0.2% | Added |
| Highlander Capital Management, LLC | 14,628 | $3.05M | 1.04% | −356−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,681 | $3.06M | 0.10% | +315+2.2% | Added |
| British Columbia Investment Management Corp | 14,728 | $3.07M | 0.02% | +331+2.3% | Added |
| Two Sigma Advisers, LP | 14,743 | $3.07M | 0.01% | +14,743 | New |
| Nissay Asset Management Corp | 14,767 | $3.08M | 0.02% | +80+0.5% | Added |
| Commonwealth Equity Services, LLC | 14,799 | $3.09M | 0.01% | +875+6.3% | Added |
| CWM Advisors, LLC | 14,892 | $3.11M | 0.32% | −4,034−21.3% | Reduced |
| ClariVest Asset Management LLC | 15,279 | $3.19M | 0.33% | −34,674−69.4% | Reduced |
| Duality Advisers, LP | 15,306 | $3.19M | 0.31% | −15,323−50.0% | Reduced |
| Thames Capital Management LLC | 15,404 | $3.21M | 1.34% | +4,692+43.8% | Added |
| ProShare Advisors LLC | 15,699 | $3.27M | 0.01% | −553−3.4% | Reduced |
| Symmetry Partners, LLC | 15,895 | $3.31M | 0.26% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 16,102 | $3.36M | 0.04% | −11,050−40.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,190 | $3.38M | 0.03% | +2,800+20.9% | Added |
| Aviva PLC | 16,381 | $3.42M | 0.01% | −4,135−20.2% | Reduced |
| QRG Capital Management, Inc. | 16,394 | $3.42M | 0.04% | +6,927+73.2% | Added |
| Hennessy Advisors Inc | 16,500 | $3.44M | 0.14% | −16,400−49.8% | Reduced |
| Acadian Asset Management LLC | 16,547 | $3.45M | 0.01% | +16,547 | New |
| Lighthouse Investment Partners, LLC | 16,769 | $3.50M | 0.21% | +16,769 | New |
| Natixis Advisors, L.P. | 16,811 | $3.51M | 0.01% | −3,534−17.4% | Reduced |
| HighTower Advisors, LLC | 16,846 | $3.51M | 0.01% | −4,471−21.0% | Reduced |
| New York Life Investment Management LLC | 16,932 | $3.53M | 0.04% | −648−3.7% | Reduced |
| Banque Cantonale Vaudoise | 17,096 | $3.57M | 0.14% | +6,615+63.1% | Added |
| CIBC Asset Management Inc | 17,492 | $3.65M | 0.01% | +429+2.5% | Added |
| BOCHK Asset Management Ltd | 17,900 | $3.73M | 1.30% | +17,900 | New |
| CIBC World Markets Inc. | 18,500 | $3.86M | 0.01% | +10,453+129.9% | Added |
| Canada Pension Plan Investment Board | 18,600 | $3.88M | 0.00% | +15,400+481.3% | Added |
| Guggenheim Capital LLC | 18,814 | $3.92M | 0.03% | +4,015+27.1% | Added |
| Summit Global Investments | 18,948 | $3.95M | 0.29% | −16,181−46.1% | Reduced |
| Truist Financial Corp | 19,102 | $3.98M | 0.01% | +554+3.0% | Added |
| Captrust Financial Advisors | 19,584 | $4.08M | 0.02% | −2,347−10.7% | Reduced |
| Swiss Life Asset Management Ltd | 19,741 | $4.12M | 0.06% | +3,152+19.0% | Added |
| Edgestream Partners, L.P. | 19,818 | $4.13M | 0.21% | +19,818 | New |
| Mezzasalma Advisors, LLC | 19,892 | $4.15M | 1.96% | +4,725+31.2% | Added |
| Firetrail Investments Pty Ltd | 19,931 | $4.16M | 3.42% | +2,981+17.6% | Added |
| PCJ Investment Counsel Ltd. | 20,000 | $4.17M | 1.38% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 20,013 | $4.17M | 0.00% | +3,483+21.1% | Added |
| Paradiem, LLC | 20,177 | $4.21M | 1.04% | −10,809−34.9% | Reduced |
| Brasada Capital Management, LP | 20,251 | $4.22M | 0.76% | −1,329−6.2% | Reduced |
| MAI Capital Management | 20,636 | $4.30M | 0.04% | +485+2.4% | Added |
| Daiwa Securities Group Inc. | 20,659 | $4.31M | 0.02% | +752+3.8% | Added |
| Investment Management Corp of Ontario | 20,768 | $4.33M | 0.13% | +14,475+230.0% | Added |
| Ontario Teachers Pension Plan Board | 20,801 | $4.34M | 0.04% | +4,445+27.2% | Added |
| Utah Retirement Systems | 21,000 | $4.38M | 0.05% | −300−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 21,069 | $4.39M | 0.42% | −7,556−26.4% | Reduced |
| Degroof Petercam Asset Management | 21,400 | $4.46M | 0.05% | +200+0.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,500 | $4.48M | 0.05% | −1,200−5.3% | Reduced |
| GWM Advisors LLC | 21,510 | $4.49M | 0.04% | +3,227+17.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,611 | $4.51M | 0.05% | −126−0.6% | Reduced |
| Oppenheimer & Co Inc | 21,668 | $4.52M | 0.07% | +12,325+131.9% | Added |
| Exchange Traded Concepts, LLC | 21,670 | $4.52M | 0.12% | +20,780+2,334.8% | Added |
| Czech National Bank | 21,703 | $4.53M | 0.06% | +93+0.4% | Added |
| TrimTabs Asset Management, LLC | 21,945 | $4.58M | 1.14% | +907+4.3% | Added |
| Grey Street Capital, LLC | 21,970 | $4.58M | 0.62% | +21,970 | New |
| Strategic Investment Advisors | 22,140 | $4.62M | 0.59% | −6,628−23.0% | Reduced |
| Meeder Asset Management Inc | 22,398 | $4.67M | 0.29% | −3,997−15.1% | Reduced |
| EMG Holdings, L.P. | 22,500 | $4.69M | 4.92% | +22,500 | New |
| Epacria Capital Partners, LLC | 22,533 | $4.70M | 3.41% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 23,432 | $4.81M | 0.02% | +23,432 | New |
| Van Eck Associates Corp | 23,266 | $4.85M | 0.01% | +1,463+6.7% | Added |
| Wall Street Access Asset Management, LLC | 23,433 | $4.89M | 2.03% | −3,600−13.3% | Reduced |
| Point72 (DIFC) Ltd | 23,564 | $4.91M | 0.38% | +23,564 | New |
| Prescott Group Capital Management, L.L.C. | 23,737 | $4.95M | 0.79% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 24,104 | $5.03M | 0.06% | −1,078−4.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 24,428 | $5.09M | 0.73% | −12,205−33.3% | Reduced |
| IFM Investors Pty Ltd | 24,558 | $5.12M | 0.06% | 00.0% | Unchanged |
| Bensler, LLC | 25,054 | $5.23M | 0.76% | +25,054 | New |
| Handelsbanken Fonder AB | 25,119 | $5.24M | 0.02% | +2,200+9.6% | Added |
| Moran Wealth Management, LLC | 25,451 | $5.31M | 0.17% | +8,615+51.2% | Added |
| Texas Permanent School Fund | 25,497 | $5.32M | 0.04% | +19+0.1% | Added |
| Xponance, Inc. | 25,515 | $5.32M | 0.06% | +9,213+56.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 25,555 | $5.33M | 0.03% | −292−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 25,802 | $5.38M | 0.09% | +1,210+4.9% | Added |
| Bokf, NA | 26,675 | $5.48M | 0.10% | +17,718+197.8% | Added |
| Quantinno Capital Management LP | 26,303 | $5.49M | 0.12% | −118−0.4% | Reduced |
| Monument Capital Management | 26,331 | $5.49M | 1.58% | −392−1.5% | Reduced |
| Forsta Ap-Fonden | 26,700 | $5.57M | 0.05% | −24,000−47.3% | Reduced |
| Pinebridge Investments, L.P. | 26,828 | $5.59M | 0.04% | −28,771−51.7% | Reduced |
| Hancock Whitney Corp | 27,054 | $5.64M | 0.19% | −4,633−14.6% | Reduced |