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 |
|---|---|---|---|---|---|
| Lodge Hill Capital, LLC | 75,300 | $15.7M | 6.03% | −49,000−39.4% | Reduced |
| Public Employees Retirement System of Ohio | 77,092 | $16.1M | 0.06% | −10,466−12.0% | Reduced |
| Vinva Investment Management Ltd | 76,157 | $16.2M | 0.93% | −1,517−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 77,600 | $16.2M | 0.33% | −7,800−9.1% | Reduced |
| Pinnbrook Capital Management LP | 78,699 | $16.4M | 2.84% | +31,502+66.7% | Added |
| State of Tennessee, Treasury Department | 79,409 | $16.6M | 0.06% | −29,875−27.3% | Reduced |
| Stephens Inc | 79,802 | $16.6M | 0.26% | +51,327+180.3% | Added |
| Wedge Capital Management L L P | 79,994 | $16.7M | 0.27% | +12,752+19.0% | Added |
| HRT Financial LP | 80,274 | $16.7M | 0.10% | +80,274 | New |
| Walleye Trading LLC | 81,648 | $17.0M | 0.28% | −38,001−31.8% | Reduced |
| Stifel Financial Corp | 84,490 | $17.6M | 0.02% | +2,322+2.8% | Added |
| D. E. Shaw & Co., Inc. | 84,544 | $17.6M | 0.02% | −7,730−8.4% | Reduced |
| Paradigm Capital Management Inc | 85,750 | $17.9M | 0.86% | −8,325−8.8% | Reduced |
| New York State Common Retirement Fund | 86,326 | $18.0M | 0.02% | −15,510−15.2% | Reduced |
| Jane Street Group, LLC | 86,816 | $18.1M | 0.02% | −502,065−85.3% | Reduced |
| Danske Bank A/S | 87,421 | $18.2M | 0.06% | +87,421 | New |
| SEI Investments Co | 88,049 | $18.4M | 0.03% | +58,694+199.9% | Added |
| Nomura Asset Management Co Ltd | 89,588 | $18.7M | 0.07% | +12,862+16.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,878 | $19.2M | 0.07% | +11,624+14.5% | Added |
| Waratah Capital Advisors Ltd. | 92,389 | $19.3M | 0.99% | +27,841+43.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 92,430 | $19.3M | 0.02% | +13,130+16.6% | Added |
| Picton Mahoney Asset Management | 93,204 | $19.4M | 0.82% | +2,071+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 93,601 | $19.5M | 0.37% | +26,672+39.9% | Added |
| Great West Life Assurance Co | 95,048 | $19.8M | 0.04% | −1,458−1.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,682 | $20.2M | 0.05% | −63,357−39.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 97,772 | $20.4M | 0.03% | +50,644+107.5% | Added |
| Prudential Financial Inc | 101,413 | $21.1M | 0.03% | +8,091+8.7% | Added |
| Punch & Associates Investment Management, Inc. | 102,621 | $21.4M | 1.22% | −10,650−9.4% | Reduced |
| Illinois Municipal Retirement Fund | 104,841 | $21.9M | 0.33% | −4,627−4.2% | Reduced |
| Achmea Investment Management B.V. | 105,554 | $22.0M | 0.42% | −6,730−6.0% | Reduced |
| Thornburg Investment Management Inc | 110,460 | $23.0M | 0.32% | −14,893−11.9% | Reduced |
| Driehaus Capital Management LLC | 111,676 | $23.3M | 0.23% | −64,172−36.5% | Reduced |
| Spire Wealth Management | 42,282 | $23.4M | 0.63% | +8,692+25.9% | Added |
| Woodson Capital Management, LP | 112,500 | $23.5M | 4.29% | −13,500−10.7% | Reduced |
| Intech Investment Management LLC | 113,281 | $23.6M | 0.33% | +89,683+380.0% | Added |
| Whittier Trust Co | 114,986 | $24.0M | 0.35% | +4,539+4.1% | Added |
| Gotham Asset Management, LLC | 118,881 | $24.8M | 0.37% | +55,599+87.9% | Added |
| Adage Capital Partners GP, L.L.C. | 121,000 | $25.2M | 0.05% | +1,100+0.9% | Added |
| 1832 Asset Management L.P. | 121,487 | $25.3M | 0.05% | +4,783+4.1% | Added |
| Scout Investments, Inc. | 125,206 | $25.7M | 0.63% | +11,388+10.0% | Added |
| Railway Pension Investments Ltd | 125,000 | $26.1M | 0.25% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 125,798 | $26.2M | 0.40% | −19,233−13.3% | Reduced |
| Bridgewater Associates, LP | 127,842 | $26.7M | 0.13% | −18,530−12.7% | Reduced |
| AustralianSuper Pty Ltd | 131,806 | $27.1M | 0.16% | +13,734+11.6% | Added |
| Envestnet Asset Management Inc | 133,555 | $27.9M | 0.01% | +4,347+3.4% | Added |
| Bank of Montreal | 136,055 | $28.5M | 0.01% | +17,379+14.6% | Added |
| Allianz Asset Management GmbH | 138,164 | $28.8M | 0.05% | +9,816+7.6% | Added |
| Royce & Associates LP | 139,290 | $29.0M | 0.26% | −10,795−7.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,404 | $30.1M | 0.04% | +23,562+19.5% | Added |
| Wells Fargo & Company | 145,997 | $30.4M | 0.01% | +6,012+4.3% | Added |
| Teacher Retirement System of Texas | 149,527 | $31.2M | 0.20% | −19,569−11.6% | Reduced |
| Korea Investment CORP | 153,137 | $31.9M | 0.08% | −3,551−2.3% | Reduced |
| State of Wisconsin Investment Board | 153,482 | $32.0M | 0.08% | +77,462+101.9% | Added |
| Citigroup Inc | 154,629 | $32.2M | 0.04% | +26,890+21.1% | Added |
| Stadium Capital Management LLC | 155,017 | $32.3M | 25.66% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 155,362 | $32.4M | 0.07% | −2,855−1.8% | Reduced |
| KBC Group NV | 155,388 | $32.4M | 0.10% | +57,817+59.3% | Added |
| Raymond James & Associates | 163,714 | $34.1M | 0.02% | +34,745+26.9% | Added |
| GoodHaven Capital Management, LLC | 170,790 | $35.6M | 13.40% | 00.0% | Unchanged |
| National Pension Service | 173,700 | $36.2M | 0.04% | −21,700−11.1% | Reduced |
| Assenagon Asset Management S.A. | 174,527 | $36.4M | 0.10% | −85,255−32.8% | Reduced |
| Fisher Asset Management, LLC | 179,519 | $37.4M | 0.02% | −38,855−17.8% | Reduced |
| BNP Paribas Arbitrage, SA | 181,788 | $37.9M | 0.05% | +28,404+18.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 183,445 | $38.3M | 0.16% | +100,016+119.9% | Added |
| Andra AP-fonden | 193,700 | $40.4M | 0.72% | +97,800+102.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 195,048 | $40.7M | 0.15% | −56,387−22.4% | Reduced |
| Ensign Peak Advisors, Inc | 195,884 | $40.9M | 0.07% | +67,009+52.0% | Added |
| Southpoint Capital Advisors LP | 200,000 | $41.7M | 0.83% | −1,150,000−85.2% | Reduced |
| Samlyn Capital, LLC | 200,756 | $41.9M | 0.73% | −120,029−37.4% | Reduced |
| Credit Suisse AG | 203,376 | $42.4M | 0.04% | −17,605−8.0% | Reduced |
| Goldentree Asset Management LP | 203,996 | $42.5M | 3.38% | −29,200−12.5% | Reduced |
| Voya Investment Management LLC | 206,275 | $43.0M | 0.04% | +110,763+116.0% | Added |
| California State Teachers Retirement System | 208,130 | $43.4M | 0.05% | +2,259+1.1% | Added |
| Man Group plc | 209,540 | $43.7M | 0.12% | +25,215+13.7% | Added |
| Comerica Bank | 211,434 | $44.1M | 0.19% | +18,183+9.4% | Added |
| Macquarie Group Ltd | 221,306 | $46.2M | 0.05% | −17,003−7.1% | Reduced |
| Panagora Asset Management Inc | 222,836 | $46.5M | 0.24% | −101,169−31.2% | Reduced |
| Cerity Partners LLC | 225,214 | $47.0M | 0.12% | +67,607+42.9% | Added |
| Rhumbline Advisers | 229,575 | $47.9M | 0.05% | +851+0.4% | Added |
| California Public Employees Retirement System | 231,978 | $48.4M | 0.03% | −14,056−5.7% | Reduced |
| Principal Financial Group Inc | 241,187 | $50.3M | 0.03% | +34,189+16.5% | Added |
| UBS Group AG | 243,140 | $50.7M | 0.02% | +132,554+119.9% | Added |
| First Trust Advisors LP | 245,285 | $51.2M | 0.05% | −69,713−22.1% | Reduced |
| Russell Investments Group, Ltd. | 245,536 | $51.2M | 0.08% | +26,430+12.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 250,179 | $51.6M | 0.12% | −5,969−2.3% | Reduced |
| RBF Capital, LLC | 258,702 | $54.0M | 3.03% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 268,368 | $56.0M | 0.02% | −24,690−8.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 664,428 | $58.4M | 0.13% | −130,740−16.4% | Reduced |
| Alyeska Investment Group, L.P. | 281,041 | $58.6M | 0.37% | +281,041 | New |
| Victory Capital Management Inc | 282,120 | $58.8M | 0.06% | +68,987+32.4% | Added |
| Franklin Resources Inc | 283,136 | $59.0M | 0.02% | +58,733+26.2% | Added |
| Amundi | 327,454 | $59.7M | 0.03% | +70,797+27.6% | Added |
| JB Capital Partners LP | 292,265 | $61.0M | 11.48% | 00.0% | Unchanged |
| APG Asset Management N.V. | 317,515 | $61.3M | 0.11% | +27,777+9.6% | Added |
| Hill City Capital, LP | 300,000 | $62.6M | 4.61% | 00.0% | Unchanged |
| Avala Global LP | 306,279 | $63.9M | 4.67% | −106,821−25.9% | Reduced |
| Brandywine Global Investment Management, LLC | 309,556 | $64.6M | 0.47% | −3,243−1.0% | Reduced |
| LPL Financial LLC | 313,902 | $65.5M | 0.04% | +46,789+17.5% | Added |
| Commerce Bank | 318,188 | $66.4M | 0.44% | +3,592+1.1% | Added |
| Goldman Sachs Group Inc | 326,920 | $68.2M | 0.01% | −144,440−30.6% | Reduced |