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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 352,741 | $73.6M | 0.05% | −15,220−4.1% | Reduced |
| Pictet Asset Management Holding SA | 364,382 | $76.0M | 0.08% | −152,720−29.5% | Reduced |
| Swiss National Bank | 369,387 | $77.0M | 0.05% | −21,600−5.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 370,701 | $77.3M | 0.34% | +29,846+8.8% | Added |
| Point72 Asset Management, L.P. | 371,437 | $77.5M | 0.22% | −136,235−26.8% | Reduced |
| Barclays PLC | 372,818 | $77.8M | 0.04% | +16,093+4.5% | Added |
| Jacobs Levy Equity Management, Inc | 380,157 | $79.3M | 0.35% | +19,181+5.3% | Added |
| Cookson Peirce & Co Inc | 382,383 | $79.7M | 4.26% | −12,163−3.1% | Reduced |
| Royal Bank of Canada | 385,463 | $80.4M | 0.02% | −2,197−0.6% | Reduced |
| Lord, Abbett & Co. LLC | 390,408 | $81.4M | 0.26% | −13,046−3.2% | Reduced |
| Bank of America Corp | 400,501 | $83.5M | 0.01% | +140,332+53.9% | Added |
| Robotti Robert | 402,182 | $83.9M | 11.38% | −117,813−22.7% | Reduced |
| Neuberger Berman Group LLC | 412,307 | $86.0M | 0.07% | −38,999−8.6% | Reduced |
| Bessemer Group Inc | 448,501 | $93.5M | 0.17% | +448,407+477,028.7% | Added |
| Arrowstreet Capital, Limited Partnership | 469,926 | $98.0M | 0.09% | +131,220+38.7% | Added |
| Robeco Institutional Asset Management B.V. | 475,786 | $99.2M | 0.22% | +2,445+0.5% | Added |
| Price T Rowe Associates Inc | 484,907 | $101.1M | 0.01% | −27,959−5.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 494,868 | $103.2M | 1.14% | −12,148−2.4% | Reduced |
| Balyasny Asset Management LLC | 495,803 | $103.4M | 0.27% | −26,643−5.1% | Reduced |
| American Century Companies Inc | 499,252 | $104.1M | 0.07% | +350,631+235.9% | Added |
| Millennium Management LLC | 500,922 | $104.5M | 0.09% | +122,440+32.4% | Added |
| Citadel Advisors LLC | 521,123 | $108.7M | 0.10% | +485,704+1,371.3% | Added |
| LSV Asset Management | 524,785 | $109.4M | 0.23% | −15,115−2.8% | Reduced |
| HSBC Holdings PLC | 559,030 | $116.6M | 0.08% | +69,983+14.3% | Added |
| Caisse de Depot Et Placement du Quebec | 650,535 | $135.7M | 0.33% | +52,454+8.8% | Added |
| AQR Capital Management LLC | 657,306 | $137.1M | 0.23% | −538,285−45.0% | Reduced |
| Deutsche Bank AG | 717,309 | $149.6M | 0.07% | +139,147+24.1% | Added |
| Charles Schwab Investment Management Inc | 727,177 | $151.7M | 0.04% | +45,553+6.7% | Added |
| Legal & General Group Plc | 748,297 | $156.1M | 0.04% | −27,844−3.6% | Reduced |
| Capital World Investors | 760,228 | $158.5M | 0.03% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 768,421 | $160.2M | 2.08% | −62,340−7.5% | Reduced |
| UBS Asset Management Americas Inc | 778,506 | $162.4M | 0.06% | −34,255−4.2% | Reduced |
| Dendur Capital LP | 791,000 | $165.0M | 24.08% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 827,699 | $172.6M | 0.02% | +68,763+9.1% | Added |
| Anomaly Capital Management, LP | 833,070 | $173.7M | 6.13% | −364,146−30.4% | Reduced |
| Frontier Capital Management Co LLC | 842,823 | $175.8M | 1.64% | −290,928−25.7% | Reduced |
| Bank of New York Mellon Corp | 865,917 | $180.6M | 0.03% | +5,900+0.7% | Added |
| Evercore Wealth Management, LLC | 865,939 | $180.6M | 2.83% | −54,932−6.0% | Reduced |
| Nuveen Asset Management, LLC | 871,215 | $181.7M | 0.05% | +303,584+53.5% | Added |
| Qube Research & Technologies Ltd | 938,846 | $195.8M | 0.35% | −401,137−29.9% | Reduced |
| William Blair Investment Management, LLC | 1,038,943 | $216.7M | 0.56% | −154,163−12.9% | Reduced |
| Northern Trust Corp | 1,128,805 | $235.4M | 0.04% | −46,280−3.9% | Reduced |
| Assetmark, Inc | 1,239,387 | $258.5M | 0.84% | −309,840−20.0% | Reduced |
| Norges Bank | 1,317,307 | $274.7M | 0.04% | +46,135+3.6% | Added |
| Pacer Advisors, Inc. | 1,322,070 | $275.7M | 0.63% | −182,100−12.1% | Reduced |
| Ameriprise Financial Inc | 1,354,131 | $282.4M | 0.08% | +126,276+10.3% | Added |
| Boston Partners | 1,377,335 | $285.8M | 0.34% | +10,551+0.8% | Added |
| Westfield Capital Management Co LP | 1,381,284 | $288.1M | 1.51% | −35,327−2.5% | Reduced |
| Morgan Stanley | 1,465,465 | $305.6M | 0.02% | −221,062−13.1% | Reduced |
| Alliancebernstein L.P. | 1,768,289 | $368.8M | 0.13% | −127,275−6.7% | Reduced |
| Invesco Ltd. | 1,830,809 | $381.8M | 0.08% | −160,086−8.0% | Reduced |
| Dimensional Fund Advisors LP | 2,482,479 | $517.7M | 0.14% | −516,695−17.2% | Reduced |
| Geode Capital Management, LLC | 2,974,911 | $619.6M | 0.06% | +58,960+2.0% | Added |
| FMR LLC | 4,804,030 | $1.00B | 0.07% | +2,328,959+94.1% | Added |
| State Street Corp | 5,642,091 | $1.18B | 0.05% | −164,915−2.8% | Reduced |
| Wellington Management Group LLP | 5,940,752 | $1.24B | 0.22% | −2,262,272−27.6% | Reduced |
| BlackRock Inc. | 12,777,652 | $2.66B | 0.06% | +937,249+7.9% | Added |
| Vanguard Group Inc | 14,554,720 | $3.04B | 0.06% | −113,329−0.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Interval Partners, LP | 0 | $0 | 0.00% | −315,584−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −106,170−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −65,900−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −54,865−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −49,699−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −33,850−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −29,411−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −14,952−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −13,460−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −10,597−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −9,005−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,954−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,741−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −6,662−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,548−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −5,455−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −4,344−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,844−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −2,117−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| NDVR, Inc. | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −380−100.0% | Sold out |