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 |
|---|---|---|---|---|---|
| McKinley Capital Management LLC /Delaware | 27,067 | $5.64M | 0.68% | −7,706−22.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,078 | $5.65M | 0.04% | +55+0.2% | Added |
| Mackenzie Financial Corp | 27,143 | $5.66M | 0.01% | −79,799−74.6% | Reduced |
| Jefferies Financial Group Inc. | 27,640 | $5.76M | 0.12% | +9,235+50.2% | Added |
| Weiss Asset Management LP | 28,438 | $5.93M | 0.28% | +21,599+315.8% | Added |
| MetLife Investment Management | 28,840 | $6.01M | 0.04% | −1,104−3.7% | Reduced |
| FORA Capital, LLC | 29,055 | $6.06M | 0.50% | +29,055 | New |
| DnB Asset Management AS | 29,676 | $6.19M | 0.03% | −2,847−8.8% | Reduced |
| Patton Fund Management, Inc. | 29,683 | $6.19M | 1.12% | −4,253−12.5% | Reduced |
| Castellan Group, LLC | 30,258 | $6.31M | 3.23% | +30,258 | New |
| Zacks Investment Management | 30,314 | $6.32M | 0.07% | +855+2.9% | Added |
| Tocqueville Asset Management L.P. | 30,383 | $6.34M | 0.10% | −1,039−3.3% | Reduced |
| Pathstone Holdings, LLC | 31,602 | $6.59M | 0.03% | +19,764+167.0% | Added |
| Hook Mill Capital Partners, LP | 31,787 | $6.63M | 1.44% | −36,744−53.6% | Reduced |
| O'Brien Greene & Co. Inc | 32,881 | $6.86M | 2.25% | +32,881 | New |
| Regal Investment Advisors LLC | 33,207 | $6.93M | 0.47% | +645+2.0% | Added |
| Janney Montgomery Scott LLC | 33,427 | $6.97M | 0.02% | −403−1.2% | Reduced |
| American International Group, Inc. | 33,436 | $6.97M | 0.02% | −394−1.2% | Reduced |
| Mutual of America Capital Management LLC | 33,667 | $7.02M | 0.08% | +815+2.5% | Added |
| Arizona State Retirement System | 33,926 | $7.08M | 0.05% | −439−1.3% | Reduced |
| Mariner, LLC | 34,310 | $7.16M | 0.01% | +12,164+54.9% | Added |
| State of Alaska, Department of Revenue | 34,434 | $7.18M | 0.08% | −7,145−17.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 38,806 | $7.19M | 0.05% | +16,796+76.3% | Added |
| Kornitzer Capital Management Inc | 35,986 | $7.50M | 0.14% | −150.0% | Reduced |
| Dana Investment Advisors, Inc. | 36,217 | $7.55M | 0.25% | +36,217 | New |
| Altus Wealth Group LLC | 36,620 | $7.64M | 3.83% | −18,281−33.3% | Reduced |
| Capital Fund Management S.A. | 37,265 | $7.77M | 0.09% | −96,082−72.1% | Reduced |
| Swedbank AB | 37,691 | $7.86M | 0.01% | −11,221−22.9% | Reduced |
| Transform Wealth, LLC | 38,264 | $7.98M | 0.76% | +5,301+16.1% | Added |
| Nicholas Company, Inc. | 38,644 | $8.06M | 0.13% | −2,420−5.9% | Reduced |
| Tabor Asset Management, LP | 39,332 | $8.20M | 3.42% | −5,188−11.7% | Reduced |
| State of Michigan Retirement System | 40,000 | $8.34M | 0.04% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 40,149 | $8.37M | 0.22% | +1,400+3.6% | Added |
| Clio Asset Management LLC | 41,525 | $8.66M | 6.26% | +41,525 | New |
| Ritholtz Wealth Management | 41,544 | $8.66M | 0.30% | −349−0.8% | Reduced |
| Susquehanna International Group, LLP | 42,193 | $8.80M | 0.01% | −187,534−81.6% | Reduced |
| Hodges Capital Management Inc. | 42,288 | $8.82M | 0.56% | −11,768−21.8% | Reduced |
| Kingfisher Capital LLC | 42,384 | $8.84M | 2.13% | −476−1.1% | Reduced |
| Amalgamated Bank | 42,729 | $8.91M | 0.08% | −10,960−20.4% | Reduced |
| Nilsine Partners, LLC | 42,794 | $8.92M | 1.22% | +170.0% | Added |
| Verition Fund Management LLC | 43,466 | $9.06M | 0.09% | +17,494+67.4% | Added |
| Argent Capital Management LLC | 43,829 | $9.14M | 0.27% | +1,225+2.9% | Added |
| Schonfeld Strategic Advisors LLC | 44,786 | $9.34M | 0.07% | −193,449−81.2% | Reduced |
| Brightline Capital Management, LLC | 45,000 | $9.38M | 5.65% | −28,000−38.4% | Reduced |
| Engle Capital Management, L.P. | 45,000 | $9.38M | 2.62% | −23,100−33.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,466 | $9.48M | 0.12% | +45,466 | New |
| TD Asset Management Inc | 46,368 | $9.67M | 0.01% | +4,062+9.6% | Added |
| Catalyst Capital Advisors LLC | 46,725 | $9.74M | 0.23% | −900−1.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 46,778 | $9.76M | 0.06% | +46,778 | New |
| Rafferty Asset Management, LLC | 47,225 | $9.85M | 0.04% | −1,094−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 47,260 | $9.86M | 0.02% | −96,802−67.2% | Reduced |
| Dorsey Wright & Associates | 47,950 | $10.0M | 2.61% | −327−0.7% | Reduced |
| PGGM Investments | 48,806 | $10.2M | 0.15% | +31,039+174.7% | Added |
| Mediolanum International Funds Ltd | 48,550 | $10.2M | 0.17% | +48,550 | New |
| Soros Capital Management LLC | 49,100 | $10.2M | 2.81% | +49,100 | New |
| Moore Capital Management, LP | 49,369 | $10.3M | 0.21% | −1,812−3.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 49,454 | $10.3M | 0.37% | −278−0.6% | Reduced |
| AXA S.A. | 49,916 | $10.4M | 0.03% | +28,990+138.5% | Added |
| ING Groep NV | 49,902 | $10.4M | 0.07% | +33,008+195.4% | Added |
| Cartenna Capital, LP | 50,000 | $10.4M | 0.98% | −130,000−72.2% | Reduced |
| Shellback Capital, LP | 50,000 | $10.4M | 0.70% | 00.0% | Unchanged |
| Soapstone Management L.P. | 50,000 | $10.4M | 5.82% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 50,116 | $10.5M | 0.03% | +820+1.7% | Added |
| Burney Co | 50,294 | $10.5M | 0.40% | −10,606−17.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,385 | $10.5M | 0.09% | −23,651−31.9% | Reduced |
| Cetera Investment Advisers | 50,982 | $10.6M | 0.03% | +45,069+762.2% | Added |
| Standard Life Aberdeen plc | 51,868 | $10.8M | 0.02% | +100.0% | Added |
| Hudson Bay Capital Management LP | 52,240 | $10.9M | 0.10% | −13,500−20.5% | Reduced |
| Navellier & Associates Inc | 52,560 | $11.0M | 1.35% | +2,357+4.7% | Added |
| Asset Management One Co.,Ltd. | 53,717 | $11.2M | 0.04% | +1,908+3.7% | Added |
| Laurion Capital Management LP | 54,855 | $11.4M | 0.32% | +54,855 | New |
| Hudson Value Partners, LLC | 55,654 | $11.6M | 4.93% | +56+0.1% | Added |
| DekaBank Deutsche Girozentrale | 56,051 | $11.7M | 0.02% | −2,302−3.9% | Reduced |
| Retirement Systems of Alabama | 56,383 | $11.8M | 0.05% | −19,629−25.8% | Reduced |
| CI Private Wealth, LLC | 57,191 | $11.9M | 0.02% | +2,527+4.6% | Added |
| Candelo Capital Management LP | 57,322 | $12.0M | 8.76% | +3,224+6.0% | Added |
| State Board of Administration of Florida Retirement System | 135,266 | $12.0M | 0.03% | −15,607−10.3% | Reduced |
| National Bank of Canada | 72,753 | $12.1M | 0.02% | +42,916+143.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 58,726 | $12.2M | 0.03% | +36,330+162.2% | Added |
| Empowered Funds, LLC | 60,384 | $12.6M | 0.23% | −13,144−17.9% | Reduced |
| Treasurer of the State of North Carolina | 61,258 | $12.8M | 0.06% | −344−0.6% | Reduced |
| Hauser Brothers GmbH | 61,400 | $12.8M | 9.41% | +61,400 | New |
| Cambria Investment Management, L.P. | 61,979 | $12.9M | 0.77% | −13,587−18.0% | Reduced |
| Schroder Investment Management Group | 62,391 | $13.0M | 0.02% | −141,944−69.5% | Reduced |
| Guardian Point Capital, LP | 62,500 | $13.0M | 6.66% | +62,500 | New |
| SG Americas Securities, LLC | 62,622 | $13.1M | 0.07% | +45,832+273.0% | Added |
| Storebrand Asset Management AS | 64,004 | $13.3M | 0.05% | −34,203−34.8% | Reduced |
| Crown Advisors Management, Inc. | 65,000 | $13.6M | 8.21% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 65,893 | $13.7M | 0.03% | −25,198−27.7% | Reduced |
| Walleye Capital LLC | 66,297 | $13.8M | 0.15% | −23,118−25.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 66,971 | $14.0M | 0.43% | +10,551+18.7% | Added |
| De Lisle Partners LLP | 67,401 | $14.1M | 3.25% | +67,401 | New |
| Chevy Chase Trust Holdings, Inc. | 68,355 | $14.3M | 0.05% | −577−0.8% | Reduced |
| Toronto Dominion Bank | 69,634 | $14.5M | 0.02% | +1,203+1.8% | Added |
| State of New Jersey Common Pension Fund D | 69,822 | $14.6M | 0.04% | −989−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 70,590 | $14.7M | 0.02% | −23,915−25.3% | Reduced |
| Renaissance Technologies LLC | 70,600 | $14.7M | 0.02% | −173,400−71.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 72,869 | $15.2M | 0.44% | +3,950+5.7% | Added |
| Manufacturers Life Insurance Company, The | 74,517 | $15.5M | 0.01% | −9,214−11.0% | Reduced |
| Vident Advisory, LLC | 75,254 | $15.7M | 0.33% | +69,619+1,235.5% | Added |