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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 20,013 | $4.17M | 0.00% | +3,483+21.1% | Added |
| PCJ Investment Counsel Ltd. | 20,000 | $4.17M | 1.38% | 00.0% | Unchanged |
| Firetrail Investments Pty Ltd | 19,931 | $4.16M | 3.42% | +2,981+17.6% | Added |
| Mezzasalma Advisors, LLC | 19,892 | $4.15M | 1.96% | +4,725+31.2% | Added |
| Edgestream Partners, L.P. | 19,818 | $4.13M | 0.21% | +19,818 | New |
| Swiss Life Asset Management Ltd | 19,741 | $4.12M | 0.06% | +3,152+19.0% | Added |
| Captrust Financial Advisors | 19,584 | $4.08M | 0.02% | −2,347−10.7% | Reduced |
| Truist Financial Corp | 19,102 | $3.98M | 0.01% | +554+3.0% | Added |
| Summit Global Investments | 18,948 | $3.95M | 0.29% | −16,181−46.1% | Reduced |
| Guggenheim Capital LLC | 18,814 | $3.92M | 0.03% | +4,015+27.1% | Added |
| Canada Pension Plan Investment Board | 18,600 | $3.88M | 0.00% | +15,400+481.3% | Added |
| CIBC World Markets Inc. | 18,500 | $3.86M | 0.01% | +10,453+129.9% | Added |
| BOCHK Asset Management Ltd | 17,900 | $3.73M | 1.30% | +17,900 | New |
| CIBC Asset Management Inc | 17,492 | $3.65M | 0.01% | +429+2.5% | Added |
| Banque Cantonale Vaudoise | 17,096 | $3.57M | 0.14% | +6,615+63.1% | Added |
| New York Life Investment Management LLC | 16,932 | $3.53M | 0.04% | −648−3.7% | Reduced |
| HighTower Advisors, LLC | 16,846 | $3.51M | 0.01% | −4,471−21.0% | Reduced |
| Natixis Advisors, L.P. | 16,811 | $3.51M | 0.01% | −3,534−17.4% | Reduced |
| Lighthouse Investment Partners, LLC | 16,769 | $3.50M | 0.21% | +16,769 | New |
| Acadian Asset Management LLC | 16,547 | $3.45M | 0.01% | +16,547 | New |
| Hennessy Advisors Inc | 16,500 | $3.44M | 0.14% | −16,400−49.8% | Reduced |
| QRG Capital Management, Inc. | 16,394 | $3.42M | 0.04% | +6,927+73.2% | Added |
| Aviva PLC | 16,381 | $3.42M | 0.01% | −4,135−20.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,190 | $3.38M | 0.03% | +2,800+20.9% | Added |
| ExodusPoint Capital Management, LP | 16,102 | $3.36M | 0.04% | −11,050−40.7% | Reduced |
| Symmetry Partners, LLC | 15,895 | $3.31M | 0.26% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,699 | $3.27M | 0.01% | −553−3.4% | Reduced |
| Thames Capital Management LLC | 15,404 | $3.21M | 1.34% | +4,692+43.8% | Added |
| Duality Advisers, LP | 15,306 | $3.19M | 0.31% | −15,323−50.0% | Reduced |
| ClariVest Asset Management LLC | 15,279 | $3.19M | 0.33% | −34,674−69.4% | Reduced |
| CWM Advisors, LLC | 14,892 | $3.11M | 0.32% | −4,034−21.3% | Reduced |
| Commonwealth Equity Services, LLC | 14,799 | $3.09M | 0.01% | +875+6.3% | Added |
| Nissay Asset Management Corp | 14,767 | $3.08M | 0.02% | +80+0.5% | Added |
| Two Sigma Advisers, LP | 14,743 | $3.07M | 0.01% | +14,743 | New |
| British Columbia Investment Management Corp | 14,728 | $3.07M | 0.02% | +331+2.3% | Added |
| Ameritas Investment Partners, Inc. | 14,681 | $3.06M | 0.10% | +315+2.2% | Added |
| Highlander Capital Management, LLC | 14,628 | $3.05M | 1.04% | −356−2.4% | Reduced |
| Brown Advisory Inc | 14,600 | $3.04M | 0.00% | +30+0.2% | Added |
| Mercer Global Advisors Inc | 14,569 | $3.04M | 0.01% | +1,729+13.5% | Added |
| Worldquant Millennium Advisors LLC | 14,398 | $3.00M | 0.04% | +14,398 | New |
| Point72 Hong Kong Ltd | 14,224 | $2.97M | 0.15% | +14,224 | New |
| Nisa Investment Advisors, LLC | 14,082 | $2.94M | 0.02% | +9,622+215.7% | Added |
| Cunning Capital Partners, LP | 14,050 | $2.93M | 1.62% | 00.0% | Unchanged |
| Pitcairn Co | 14,006 | $2.92M | 0.19% | −7,045−33.5% | Reduced |
| Raymond James Trust N.A. | 13,836 | $2.89M | 0.07% | +10,263+287.2% | Added |
| Bank of Nova Scotia | 13,566 | $2.83M | 0.01% | +1,075+8.6% | Added |
| Public Employees Retirement Association of Colorado | 13,416 | $2.80M | 0.01% | −1,487−10.0% | Reduced |
| MML Investors Services, LLC | 13,278 | $2.77M | 0.01% | +1,954+17.3% | Added |
| Seven Eight Capital, LP | 13,239 | $2.76M | 0.29% | −1,987−13.1% | Reduced |
| Glenmede Trust Co NA | 13,040 | $2.72M | 0.01% | −205−1.5% | Reduced |
| CIBC World Markets Corp | 12,354 | $2.58M | 0.02% | −3,572−22.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,095 | $2.52M | 0.03% | −10−0.1% | Reduced |
| Boothbay Fund Management, LLC | 12,088 | $2.52M | 0.07% | −26,361−68.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,053 | $2.51M | 0.05% | +3,546+41.7% | Added |
| Estate Counselors, LLC | 11,850 | $2.47M | 0.28% | −265−2.2% | Reduced |
| Mountain Lake Investment Management LLC | 11,850 | $2.47M | 2.56% | +1,350+12.9% | Added |
| Credit Agricole S A | 13,461 | $2.45M | 0.04% | +4,088+43.6% | Added |
| Essex Investment Management Co LLC | 11,631 | $2.43M | 0.48% | −2,828−19.6% | Reduced |
| Great Lakes Advisors, LLC | 11,615 | $2.42M | 0.02% | −11−0.1% | Reduced |
| Concentric Capital Strategies, LP | 11,547 | $2.41M | 0.15% | +11,547 | New |
| Congress Wealth Management LLC | 11,516 | $2.40M | 0.04% | +5,319+85.8% | Added |
| Knights of Columbus Asset Advisors LLC | 11,416 | $2.38M | 0.17% | +11,416 | New |
| Creative Planning | 11,173 | $2.33M | 0.00% | −2,871−20.4% | Reduced |
| Crossmark Global Holdings, Inc. | 11,169 | $2.33M | 0.04% | +720+6.9% | Added |
| King Luther Capital Management Corp | 11,163 | $2.33M | 0.01% | −7−0.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 11,073 | $2.31M | 0.28% | +11,073 | New |
| Toroso Investments, LLC | 10,829 | $2.26M | 0.04% | +27+0.2% | Added |
| Centiva Capital, LP | 10,751 | $2.24M | 0.13% | +533+5.2% | Added |
| Paragon Advisors, LLC | 10,651 | $2.22M | 0.90% | +1,144+12.0% | Added |
| Gulf International Bank (UK) Ltd | 10,589 | $2.21M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,553 | $2.20M | 0.04% | −27,315−72.1% | Reduced |
| Penbrook Management LLC | 10,520 | $2.19M | 1.36% | −2,281−17.8% | Reduced |
| Verdence Capital Advisors LLC | 10,278 | $2.14M | 0.20% | −262−2.5% | Reduced |
| Elo Mutual Pension Insurance Co | 10,258 | $2.14M | 0.05% | −658−6.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,224 | $2.13M | 0.02% | −889−8.0% | Reduced |
| Aigen Investment Management, LP | 10,195 | $2.13M | 0.46% | +10,195 | New |
| JustInvest LLC | 10,166 | $2.12M | 0.05% | −7,255−41.6% | Reduced |
| US Bancorp | 10,101 | $2.11M | 0.00% | +490+5.1% | Added |
| LMCG Investments, LLC | 10,094 | $2.11M | 0.12% | −4,332−30.0% | Reduced |
| Cresset Asset Management, LLC | 10,067 | $2.10M | 0.01% | −94−0.9% | Reduced |
| Vestcor Inc | 9,926 | $2.07M | 0.07% | −4,921−33.1% | Reduced |
| Nordea Investment Management AB | 9,834 | $2.07M | 0.00% | +523+5.6% | Added |
| HighPoint Advisor Group LLC | 12,284 | $2.06M | 0.15% | +624+5.4% | Added |
| Atria Investments LLC | 9,781 | $2.04M | 0.03% | +2,750+39.1% | Added |
| Ossiam | 9,651 | $2.01M | 0.04% | −3,364−25.8% | Reduced |
| Tudor Investment Corp Et Al | 9,477 | $1.98M | 0.02% | −9,882−51.0% | Reduced |
| Atria Wealth Solutions, Inc. | 9,424 | $1.97M | 0.02% | +1,980+26.6% | Added |
| Kentucky Retirement Systems | 9,367 | $1.95M | 0.06% | −506−5.1% | Reduced |
| Shufro Rose & Co LLC | 9,300 | $1.94M | 0.16% | −2,900−23.8% | Reduced |
| Shilanski & Associates, Inc. | 9,277 | $1.93M | 0.67% | −421−4.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,200 | $1.92M | 0.04% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 9,144 | $1.91M | 0.01% | −221−2.4% | Reduced |
| Kendall Capital Management | 9,135 | $1.91M | 0.66% | −630−6.5% | Reduced |
| Atlas Capital Advisors LLC | 9,072 | $1.89M | 0.30% | +183+2.1% | Added |
| Ethic Inc. | 8,684 | $1.81M | 0.05% | +306+3.7% | Added |
| Lazard Asset Management LLC | 8,683 | $1.81M | 0.00% | −5,557−39.0% | Reduced |
| M&T Bank Corp | 8,647 | $1.80M | 0.01% | −215−2.4% | Reduced |
| Petra Financial Advisors Inc | 8,620 | $1.80M | 1.32% | −213−2.4% | Reduced |
| Turtle Creek Asset Management Inc. | 8,540 | $1.78M | 0.04% | −4,300−33.5% | Reduced |
| Rational Advisors LLC | 8,465 | $1.77M | 0.16% | +8,465 | New |