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 |
|---|---|---|---|---|---|
| AXA S.A. | 49,916 | $10.4M | 0.03% | +28,990+138.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 49,454 | $10.3M | 0.37% | −278−0.6% | Reduced |
| Moore Capital Management, LP | 49,369 | $10.3M | 0.21% | −1,812−3.5% | Reduced |
| Soros Capital Management LLC | 49,100 | $10.2M | 2.81% | +49,100 | New |
| Mediolanum International Funds Ltd | 48,550 | $10.2M | 0.17% | +48,550 | New |
| PGGM Investments | 48,806 | $10.2M | 0.15% | +31,039+174.7% | Added |
| Dorsey Wright & Associates | 47,950 | $10.0M | 2.61% | −327−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 47,260 | $9.86M | 0.02% | −96,802−67.2% | Reduced |
| Rafferty Asset Management, LLC | 47,225 | $9.85M | 0.04% | −1,094−2.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 46,778 | $9.76M | 0.06% | +46,778 | New |
| Catalyst Capital Advisors LLC | 46,725 | $9.74M | 0.23% | −900−1.9% | Reduced |
| TD Asset Management Inc | 46,368 | $9.67M | 0.01% | +4,062+9.6% | Added |
| Kovitz Investment Group Partners, LLC | 45,466 | $9.48M | 0.12% | +45,466 | New |
| 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 |
| Schonfeld Strategic Advisors LLC | 44,786 | $9.34M | 0.07% | −193,449−81.2% | Reduced |
| Argent Capital Management LLC | 43,829 | $9.14M | 0.27% | +1,225+2.9% | Added |
| Verition Fund Management LLC | 43,466 | $9.06M | 0.09% | +17,494+67.4% | Added |
| Nilsine Partners, LLC | 42,794 | $8.92M | 1.22% | +170.0% | Added |
| Amalgamated Bank | 42,729 | $8.91M | 0.08% | −10,960−20.4% | Reduced |
| Kingfisher Capital LLC | 42,384 | $8.84M | 2.13% | −476−1.1% | Reduced |
| Hodges Capital Management Inc. | 42,288 | $8.82M | 0.56% | −11,768−21.8% | Reduced |
| Susquehanna International Group, LLP | 42,193 | $8.80M | 0.01% | −187,534−81.6% | Reduced |
| Ritholtz Wealth Management | 41,544 | $8.66M | 0.30% | −349−0.8% | Reduced |
| Clio Asset Management LLC | 41,525 | $8.66M | 6.26% | +41,525 | New |
| Polar Asset Management Partners Inc. | 40,149 | $8.37M | 0.22% | +1,400+3.6% | Added |
| State of Michigan Retirement System | 40,000 | $8.34M | 0.04% | 00.0% | Unchanged |
| Tabor Asset Management, LP | 39,332 | $8.20M | 3.42% | −5,188−11.7% | Reduced |
| Nicholas Company, Inc. | 38,644 | $8.06M | 0.13% | −2,420−5.9% | Reduced |
| Transform Wealth, LLC | 38,264 | $7.98M | 0.76% | +5,301+16.1% | Added |
| Swedbank AB | 37,691 | $7.86M | 0.01% | −11,221−22.9% | Reduced |
| Capital Fund Management S.A. | 37,265 | $7.77M | 0.09% | −96,082−72.1% | Reduced |
| Altus Wealth Group LLC | 36,620 | $7.64M | 3.83% | −18,281−33.3% | Reduced |
| Dana Investment Advisors, Inc. | 36,217 | $7.55M | 0.25% | +36,217 | New |
| Kornitzer Capital Management Inc | 35,986 | $7.50M | 0.14% | −150.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 38,806 | $7.19M | 0.05% | +16,796+76.3% | Added |
| State of Alaska, Department of Revenue | 34,434 | $7.18M | 0.08% | −7,145−17.2% | Reduced |
| Mariner, LLC | 34,310 | $7.16M | 0.01% | +12,164+54.9% | Added |
| Arizona State Retirement System | 33,926 | $7.08M | 0.05% | −439−1.3% | Reduced |
| Mutual of America Capital Management LLC | 33,667 | $7.02M | 0.08% | +815+2.5% | Added |
| American International Group, Inc. | 33,436 | $6.97M | 0.02% | −394−1.2% | Reduced |
| Janney Montgomery Scott LLC | 33,427 | $6.97M | 0.02% | −403−1.2% | Reduced |
| Regal Investment Advisors LLC | 33,207 | $6.93M | 0.47% | +645+2.0% | Added |
| O'Brien Greene & Co. Inc | 32,881 | $6.86M | 2.25% | +32,881 | New |
| Hook Mill Capital Partners, LP | 31,787 | $6.63M | 1.44% | −36,744−53.6% | Reduced |
| Pathstone Holdings, LLC | 31,602 | $6.59M | 0.03% | +19,764+167.0% | Added |
| Tocqueville Asset Management L.P. | 30,383 | $6.34M | 0.10% | −1,039−3.3% | Reduced |
| Zacks Investment Management | 30,314 | $6.32M | 0.07% | +855+2.9% | Added |
| Castellan Group, LLC | 30,258 | $6.31M | 3.23% | +30,258 | New |
| Patton Fund Management, Inc. | 29,683 | $6.19M | 1.12% | −4,253−12.5% | Reduced |
| DnB Asset Management AS | 29,676 | $6.19M | 0.03% | −2,847−8.8% | Reduced |
| FORA Capital, LLC | 29,055 | $6.06M | 0.50% | +29,055 | New |
| MetLife Investment Management | 28,840 | $6.01M | 0.04% | −1,104−3.7% | Reduced |
| Weiss Asset Management LP | 28,438 | $5.93M | 0.28% | +21,599+315.8% | Added |
| Jefferies Financial Group Inc. | 27,640 | $5.76M | 0.12% | +9,235+50.2% | Added |
| Mackenzie Financial Corp | 27,143 | $5.66M | 0.01% | −79,799−74.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,078 | $5.65M | 0.04% | +55+0.2% | Added |
| McKinley Capital Management LLC /Delaware | 27,067 | $5.64M | 0.68% | −7,706−22.2% | Reduced |
| Hancock Whitney Corp | 27,054 | $5.64M | 0.19% | −4,633−14.6% | Reduced |
| Pinebridge Investments, L.P. | 26,828 | $5.59M | 0.04% | −28,771−51.7% | Reduced |
| Forsta Ap-Fonden | 26,700 | $5.57M | 0.05% | −24,000−47.3% | Reduced |
| Monument Capital Management | 26,331 | $5.49M | 1.58% | −392−1.5% | Reduced |
| Quantinno Capital Management LP | 26,303 | $5.49M | 0.12% | −118−0.4% | Reduced |
| Bokf, NA | 26,675 | $5.48M | 0.10% | +17,718+197.8% | Added |
| Stratos Wealth Partners, LTD. | 25,802 | $5.38M | 0.09% | +1,210+4.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 25,555 | $5.33M | 0.03% | −292−1.1% | Reduced |
| Xponance, Inc. | 25,515 | $5.32M | 0.06% | +9,213+56.5% | Added |
| Texas Permanent School Fund | 25,497 | $5.32M | 0.04% | +19+0.1% | Added |
| Moran Wealth Management, LLC | 25,451 | $5.31M | 0.17% | +8,615+51.2% | Added |
| Handelsbanken Fonder AB | 25,119 | $5.24M | 0.02% | +2,200+9.6% | Added |
| Bensler, LLC | 25,054 | $5.23M | 0.76% | +25,054 | New |
| IFM Investors Pty Ltd | 24,558 | $5.12M | 0.06% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 24,428 | $5.09M | 0.73% | −12,205−33.3% | Reduced |
| Yousif Capital Management, LLC | 24,104 | $5.03M | 0.06% | −1,078−4.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 23,737 | $4.95M | 0.79% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 23,564 | $4.91M | 0.38% | +23,564 | New |
| Wall Street Access Asset Management, LLC | 23,433 | $4.89M | 2.03% | −3,600−13.3% | Reduced |
| Van Eck Associates Corp | 23,266 | $4.85M | 0.01% | +1,463+6.7% | Added |
| Eagle Asset Management Inc | 23,432 | $4.81M | 0.02% | +23,432 | New |
| Epacria Capital Partners, LLC | 22,533 | $4.70M | 3.41% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 22,500 | $4.69M | 4.92% | +22,500 | New |
| Meeder Asset Management Inc | 22,398 | $4.67M | 0.29% | −3,997−15.1% | Reduced |
| Strategic Investment Advisors | 22,140 | $4.62M | 0.59% | −6,628−23.0% | Reduced |
| Grey Street Capital, LLC | 21,970 | $4.58M | 0.62% | +21,970 | New |
| TrimTabs Asset Management, LLC | 21,945 | $4.58M | 1.14% | +907+4.3% | Added |
| Czech National Bank | 21,703 | $4.53M | 0.06% | +93+0.4% | Added |
| Exchange Traded Concepts, LLC | 21,670 | $4.52M | 0.12% | +20,780+2,334.8% | Added |
| Oppenheimer & Co Inc | 21,668 | $4.52M | 0.07% | +12,325+131.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,611 | $4.51M | 0.05% | −126−0.6% | Reduced |
| GWM Advisors LLC | 21,510 | $4.49M | 0.04% | +3,227+17.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,500 | $4.48M | 0.05% | −1,200−5.3% | Reduced |
| Degroof Petercam Asset Management | 21,400 | $4.46M | 0.05% | +200+0.9% | Added |
| Thoroughbred Financial Services, LLC | 21,069 | $4.39M | 0.42% | −7,556−26.4% | Reduced |
| Utah Retirement Systems | 21,000 | $4.38M | 0.05% | −300−1.4% | Reduced |
| Ontario Teachers Pension Plan Board | 20,801 | $4.34M | 0.04% | +4,445+27.2% | Added |
| Investment Management Corp of Ontario | 20,768 | $4.33M | 0.13% | +14,475+230.0% | Added |
| Daiwa Securities Group Inc. | 20,659 | $4.31M | 0.02% | +752+3.8% | Added |
| MAI Capital Management | 20,636 | $4.30M | 0.04% | +485+2.4% | Added |
| Brasada Capital Management, LP | 20,251 | $4.22M | 0.76% | −1,329−6.2% | Reduced |
| Paradiem, LLC | 20,177 | $4.21M | 1.04% | −10,809−34.9% | Reduced |