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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 163,714 | $34.1M | 0.02% | +34,745+26.9% | Added |
| KBC Group NV | 155,388 | $32.4M | 0.10% | +57,817+59.3% | Added |
| New York State Teachers Retirement System | 155,362 | $32.4M | 0.07% | −2,855−1.8% | Reduced |
| Stadium Capital Management LLC | 155,017 | $32.3M | 25.66% | 00.0% | Unchanged |
| Citigroup Inc | 154,629 | $32.2M | 0.04% | +26,890+21.1% | Added |
| State of Wisconsin Investment Board | 153,482 | $32.0M | 0.08% | +77,462+101.9% | Added |
| Korea Investment CORP | 153,137 | $31.9M | 0.08% | −3,551−2.3% | Reduced |
| Teacher Retirement System of Texas | 149,527 | $31.2M | 0.20% | −19,569−11.6% | Reduced |
| Wells Fargo & Company | 145,997 | $30.4M | 0.01% | +6,012+4.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,404 | $30.1M | 0.04% | +23,562+19.5% | Added |
| Royce & Associates LP | 139,290 | $29.0M | 0.26% | −10,795−7.2% | Reduced |
| Allianz Asset Management GmbH | 138,164 | $28.8M | 0.05% | +9,816+7.6% | Added |
| Bank of Montreal | 136,055 | $28.5M | 0.01% | +17,379+14.6% | Added |
| Envestnet Asset Management Inc | 133,555 | $27.9M | 0.01% | +4,347+3.4% | Added |
| AustralianSuper Pty Ltd | 131,806 | $27.1M | 0.16% | +13,734+11.6% | Added |
| Bridgewater Associates, LP | 127,842 | $26.7M | 0.13% | −18,530−12.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 125,798 | $26.2M | 0.40% | −19,233−13.3% | Reduced |
| Railway Pension Investments Ltd | 125,000 | $26.1M | 0.25% | 00.0% | Unchanged |
| Scout Investments, Inc. | 125,206 | $25.7M | 0.63% | +11,388+10.0% | Added |
| 1832 Asset Management L.P. | 121,487 | $25.3M | 0.05% | +4,783+4.1% | Added |
| Adage Capital Partners GP, L.L.C. | 121,000 | $25.2M | 0.05% | +1,100+0.9% | Added |
| Gotham Asset Management, LLC | 118,881 | $24.8M | 0.37% | +55,599+87.9% | Added |
| Whittier Trust Co | 114,986 | $24.0M | 0.35% | +4,539+4.1% | Added |
| Intech Investment Management LLC | 113,281 | $23.6M | 0.33% | +89,683+380.0% | Added |
| Woodson Capital Management, LP | 112,500 | $23.5M | 4.29% | −13,500−10.7% | Reduced |
| Spire Wealth Management | 42,282 | $23.4M | 0.63% | +8,692+25.9% | Added |
| Driehaus Capital Management LLC | 111,676 | $23.3M | 0.23% | −64,172−36.5% | Reduced |
| Thornburg Investment Management Inc | 110,460 | $23.0M | 0.32% | −14,893−11.9% | Reduced |
| Achmea Investment Management B.V. | 105,554 | $22.0M | 0.42% | −6,730−6.0% | Reduced |
| Illinois Municipal Retirement Fund | 104,841 | $21.9M | 0.33% | −4,627−4.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 102,621 | $21.4M | 1.22% | −10,650−9.4% | Reduced |
| Prudential Financial Inc | 101,413 | $21.1M | 0.03% | +8,091+8.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 97,772 | $20.4M | 0.03% | +50,644+107.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,682 | $20.2M | 0.05% | −63,357−39.6% | Reduced |
| Great West Life Assurance Co | 95,048 | $19.8M | 0.04% | −1,458−1.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 93,601 | $19.5M | 0.37% | +26,672+39.9% | Added |
| Picton Mahoney Asset Management | 93,204 | $19.4M | 0.82% | +2,071+2.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 92,430 | $19.3M | 0.02% | +13,130+16.6% | Added |
| Waratah Capital Advisors Ltd. | 92,389 | $19.3M | 0.99% | +27,841+43.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,878 | $19.2M | 0.07% | +11,624+14.5% | Added |
| Nomura Asset Management Co Ltd | 89,588 | $18.7M | 0.07% | +12,862+16.8% | Added |
| SEI Investments Co | 88,049 | $18.4M | 0.03% | +58,694+199.9% | Added |
| Danske Bank A/S | 87,421 | $18.2M | 0.06% | +87,421 | New |
| Jane Street Group, LLC | 86,816 | $18.1M | 0.02% | −502,065−85.3% | Reduced |
| New York State Common Retirement Fund | 86,326 | $18.0M | 0.02% | −15,510−15.2% | Reduced |
| Paradigm Capital Management Inc | 85,750 | $17.9M | 0.86% | −8,325−8.8% | Reduced |
| D. E. Shaw & Co., Inc. | 84,544 | $17.6M | 0.02% | −7,730−8.4% | Reduced |
| Stifel Financial Corp | 84,490 | $17.6M | 0.02% | +2,322+2.8% | Added |
| Walleye Trading LLC | 81,648 | $17.0M | 0.28% | −38,001−31.8% | Reduced |
| HRT Financial LP | 80,274 | $16.7M | 0.10% | +80,274 | New |
| Wedge Capital Management L L P | 79,994 | $16.7M | 0.27% | +12,752+19.0% | Added |
| Stephens Inc | 79,802 | $16.6M | 0.26% | +51,327+180.3% | Added |
| State of Tennessee, Treasury Department | 79,409 | $16.6M | 0.06% | −29,875−27.3% | Reduced |
| Pinnbrook Capital Management LP | 78,699 | $16.4M | 2.84% | +31,502+66.7% | Added |
| Bridgeway Capital Management, LLC | 77,600 | $16.2M | 0.33% | −7,800−9.1% | Reduced |
| Vinva Investment Management Ltd | 76,157 | $16.2M | 0.93% | −1,517−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 77,092 | $16.1M | 0.06% | −10,466−12.0% | Reduced |
| Lodge Hill Capital, LLC | 75,300 | $15.7M | 6.03% | −49,000−39.4% | Reduced |
| Vident Advisory, LLC | 75,254 | $15.7M | 0.33% | +69,619+1,235.5% | Added |
| Manufacturers Life Insurance Company, The | 74,517 | $15.5M | 0.01% | −9,214−11.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 72,869 | $15.2M | 0.44% | +3,950+5.7% | Added |
| Renaissance Technologies LLC | 70,600 | $14.7M | 0.02% | −173,400−71.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 70,590 | $14.7M | 0.02% | −23,915−25.3% | Reduced |
| State of New Jersey Common Pension Fund D | 69,822 | $14.6M | 0.04% | −989−1.4% | Reduced |
| Toronto Dominion Bank | 69,634 | $14.5M | 0.02% | +1,203+1.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 68,355 | $14.3M | 0.05% | −577−0.8% | Reduced |
| De Lisle Partners LLP | 67,401 | $14.1M | 3.25% | +67,401 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 66,971 | $14.0M | 0.43% | +10,551+18.7% | Added |
| Walleye Capital LLC | 66,297 | $13.8M | 0.15% | −23,118−25.9% | Reduced |
| Federated Hermes, Inc. | 65,893 | $13.7M | 0.03% | −25,198−27.7% | Reduced |
| Crown Advisors Management, Inc. | 65,000 | $13.6M | 8.21% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 64,004 | $13.3M | 0.05% | −34,203−34.8% | Reduced |
| SG Americas Securities, LLC | 62,622 | $13.1M | 0.07% | +45,832+273.0% | Added |
| Guardian Point Capital, LP | 62,500 | $13.0M | 6.66% | +62,500 | New |
| Schroder Investment Management Group | 62,391 | $13.0M | 0.02% | −141,944−69.5% | Reduced |
| Cambria Investment Management, L.P. | 61,979 | $12.9M | 0.77% | −13,587−18.0% | Reduced |
| Hauser Brothers GmbH | 61,400 | $12.8M | 9.41% | +61,400 | New |
| Treasurer of the State of North Carolina | 61,258 | $12.8M | 0.06% | −344−0.6% | Reduced |
| Empowered Funds, LLC | 60,384 | $12.6M | 0.23% | −13,144−17.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 58,726 | $12.2M | 0.03% | +36,330+162.2% | Added |
| National Bank of Canada | 72,753 | $12.1M | 0.02% | +42,916+143.8% | Added |
| State Board of Administration of Florida Retirement System | 135,266 | $12.0M | 0.03% | −15,607−10.3% | Reduced |
| Candelo Capital Management LP | 57,322 | $12.0M | 8.76% | +3,224+6.0% | Added |
| CI Private Wealth, LLC | 57,191 | $11.9M | 0.02% | +2,527+4.6% | Added |
| Retirement Systems of Alabama | 56,383 | $11.8M | 0.05% | −19,629−25.8% | Reduced |
| DekaBank Deutsche Girozentrale | 56,051 | $11.7M | 0.02% | −2,302−3.9% | Reduced |
| Hudson Value Partners, LLC | 55,654 | $11.6M | 4.93% | +56+0.1% | Added |
| Laurion Capital Management LP | 54,855 | $11.4M | 0.32% | +54,855 | New |
| Asset Management One Co.,Ltd. | 53,717 | $11.2M | 0.04% | +1,908+3.7% | Added |
| Navellier & Associates Inc | 52,560 | $11.0M | 1.35% | +2,357+4.7% | Added |
| Hudson Bay Capital Management LP | 52,240 | $10.9M | 0.10% | −13,500−20.5% | Reduced |
| Standard Life Aberdeen plc | 51,868 | $10.8M | 0.02% | +100.0% | Added |
| Cetera Investment Advisers | 50,982 | $10.6M | 0.03% | +45,069+762.2% | Added |
| Teachers Retirement System of the State of Kentucky | 50,385 | $10.5M | 0.09% | −23,651−31.9% | Reduced |
| Burney Co | 50,294 | $10.5M | 0.40% | −10,606−17.4% | Reduced |
| Royal London Asset Management Ltd | 50,116 | $10.5M | 0.03% | +820+1.7% | 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 |
| ING Groep NV | 49,902 | $10.4M | 0.07% | +33,008+195.4% | Added |