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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, Q2 2024

Institutional positions in Builders FirstSource, Inc. as of Jun 30, 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
776
−72 vs. Q1 2024
Shares held
109.1M
−3.14M (−2.8%) vs. Q1 2024
Total value
$15.1B
−$8.22B (−35.3%) vs. Q1 2024
New holders
90
302 more added
Sold out
162
309 more reduced

11 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 776 institutions
Q1 2021: 380 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 494 institutionsQ1 2022: 509 institutionsQ2 2022: 491 institutionsQ3 2022: 490 institutionsQ4 2022: 518 institutionsQ1 2023: 544 institutionsQ2 2023: 662 institutionsQ3 2023: 675 institutionsQ4 2023: 745 institutionsQ1 2024: 859 institutionsQ2 2024: 776 institutionsQ3 2024: 832 institutionsQ4 2024: 819 institutionsQ1 2025: 786 institutionsQ2 2025: 776 institutionsQ3 2025: 778 institutionsQ4 2025: 768 institutionsQ1 2026: 726 institutionsQ2 2026: 671 institutions
Value heldQ2 2024: $15.1B
Q1 2021: $9.58BQ2 2021: $8.75BQ3 2021: $10.5BQ4 2021: $15.0BQ1 2022: $11.1BQ2 2022: $8.58BQ3 2022: $8.81BQ4 2022: $9.03BQ1 2023: $11.5BQ2 2023: $16.1BQ3 2023: $14.6BQ4 2023: $19.3BQ1 2024: $23.4BQ2 2024: $15.1BQ3 2024: $21.4BQ4 2024: $15.6BQ1 2025: $13.7BQ2 2025: $12.7BQ3 2025: $13.6BQ4 2025: $10.8BQ1 2026: $8.74BQ2 2026: $9.63B
Institutions holding BLDR and their total value by quarter
QuarterHoldersValue
Q2 2026671$9.63B
Q1 2026726$8.74B
Q4 2025768$10.8B
Q3 2025778$13.6B
Q2 2025776$12.7B
Q1 2025786$13.7B
Q4 2024819$15.6B
Q3 2024832$21.4B
Q2 2024776$15.1B
Q1 2024859$23.4B
Q4 2023745$19.3B
Q3 2023675$14.6B
Q2 2023662$16.1B
Q1 2023544$11.5B
Q4 2022518$9.03B
Q3 2022490$8.81B
Q2 2022491$8.58B
Q1 2022509$11.1B
Q4 2021494$15.0B
Q3 2021404$10.5B
Q2 2021403$8.75B
Q1 2021380$9.58B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2024.

Institutions holding BLDR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dorsey Wright & Associates22,390$3.10M0.80%−25,560−53.3%Reduced
Brasada Capital Management, LP21,132$3.10M0.55%+881+4.4%Added
Epacria Capital Partners, LLC22,533$3.12M2.29%00.0%Unchanged
Trexquant Investment LP22,617$3.13M0.05%+22,617New
Captrust Financial Advisors23,193$3.21M0.01%+3,609+18.4%Added
Czech National Bank23,260$3.22M0.04%+1,557+7.2%Added
British Columbia Investment Management Corp23,356$3.23M0.02%+8,628+58.6%Added
Polar Asset Management Partners Inc.23,400$3.24M0.08%−16,749−41.7%Reduced
Wall Street Access Asset Management, LLC23,433$3.24M1.33%00.0%Unchanged
Yousif Capital Management, LLC23,546$3.26M0.04%−558−2.3%Reduced
McKinley Capital Management LLC /Delaware23,615$3.27M0.57%−3,452−12.8%Reduced
Tabor Asset Management, LP19,689$3.30M1.77%−19,643−49.9%Reduced
Forsta Ap-Fonden23,900$3.31M0.03%−2,800−10.5%Reduced
Handelsbanken Fonder AB25,019$3.46M0.02%−100−0.4%Reduced
Skandinaviska Enskilda Banken AB (publ)25,151$3.48M0.02%−404−1.6%Reduced
IFM Investors Pty Ltd25,317$3.50M0.04%+759+3.1%Added
Bokf, NA25,328$3.51M0.06%−1,347−5.0%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.25,400$3.51M0.04%+3,789+17.5%Added
Entropy Technologies, LP25,449$3.52M0.38%+20,004+367.4%Added
Turtle Creek Asset Management Inc.25,840$3.58M0.09%+17,300+202.6%Added
Lombard Odier Asset Management (USA) Corp25,928$3.59M1.36%+1,500+6.1%Added
Lecap Asset Management Ltd26,099$3.61M0.78%+26,099New
Xponance, Inc.26,400$3.65M0.04%+885+3.5%Added
Quantinno Capital Management LP26,401$3.65M0.07%+98+0.4%Added
Clio Asset Management LLC26,423$3.66M2.86%−15,102−36.4%Reduced
Oppenheimer & Co Inc26,482$3.67M0.06%+4,814+22.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,810$3.71M0.02%−268−1.0%Reduced
Hancock Whitney Corp26,842$3.72M0.13%−212−0.8%Reduced
Ci Investments Inc.27,226$3.77M0.01%+24,425+872.0%Added
Appian Way Asset Management LP27,600$3.82M0.98%+27,600New
Thoroughbred Financial Services, LLC28,154$3.90M0.26%+7,085+33.6%Added
Moran Wealth Management, LLC28,422$3.93M0.13%+2,971+11.7%Added
Prescott Group Capital Management, L.L.C.28,737$3.98M0.62%+5,000+21.1%Added
Centiva Capital, LP29,077$4.02M0.19%+18,326+170.5%Added
Walleye Capital LLC29,150$4.03M0.04%−37,147−56.0%Reduced
Bensler, LLC29,327$4.06M0.55%+4,273+17.1%Added
Duquesne Family Office LLCSuperinvestorDuquesne Family Office29,385$4.07M0.14%+29,385New
Stratos Wealth Partners, LTD.30,573$4.23M0.07%+4,771+18.5%Added
Campbell & CO Investment Adviser LLC30,749$4.26M0.36%+22,816+287.6%Added
Atom Investors LP31,543$4.37M0.44%+31,543New
Pathstone Holdings, LLC31,570$4.37M0.02%−32−0.1%Reduced
Corebridge Financial, Inc.32,326$4.47M0.02%+32,326New
Railway Pension Investments Ltd32,500$4.50M0.05%−92,500−74.0%Reduced
Argent Capital Management LLC32,773$4.54M0.13%−11,056−25.2%Reduced
Regal Investment Advisors LLC32,828$4.54M0.30%−379−1.1%Reduced
Mountain Lake Investment Management LLC33,000$4.57M4.79%+21,150+178.5%Added
MetLife Investment Management33,023$4.57M0.03%+4,183+14.5%Added
Arizona State Retirement System33,497$4.64M0.03%−429−1.3%Reduced
National Bank of Canada34,661$4.64M0.01%−38,092−52.4%Reduced
Allspring Global Investments Holdings, LLC34,084$4.72M0.01%−36,506−51.7%Reduced
Magnetar Financial LLC34,260$4.74M0.10%+28,956+545.9%Added
Pinebridge Investments, L.P.34,485$4.77M0.04%+7,657+28.5%Added
Dana Investment Advisors, Inc.35,082$4.86M0.16%−1,135−3.1%Reduced
Amalgamated Bank35,114$4.86M0.04%−7,615−17.8%Reduced
Ritholtz Wealth Management35,587$4.93M0.16%−5,957−14.3%Reduced
Kornitzer Capital Management Inc35,986$4.98M0.09%00.0%Unchanged
State of Alaska, Department of Revenue36,064$4.99M0.06%+1,630+4.7%Added
Advisor Group Holdings, Inc.36,173$5.01M0.01%−11,087−23.5%Reduced
O'Brien Greene & Co. Inc36,390$5.04M1.60%+3,509+10.7%Added
Quantitative Investment Management, LLC36,436$5.04M0.55%+36,436New
SEI Investments Co36,604$5.07M0.01%−51,445−58.4%Reduced
Standard Life Aberdeen plc36,805$5.09M0.01%−15,063−29.0%Reduced
Tocqueville Asset Management L.P.37,180$5.15M0.08%+6,797+22.4%Added
Swedbank AB37,691$5.22M0.01%00.0%Unchanged
Altus Wealth Group LLC37,782$5.23M2.62%+1,162+3.2%Added
State of Michigan Retirement System38,000$5.26M0.03%−2,000−5.0%Reduced
Bridgeway Capital Management, LLC38,100$5.27M0.12%−39,500−50.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.38,399$5.32M0.01%−58,283−60.3%Reduced
Comerica Bank38,496$5.33M0.02%−172,938−81.8%Reduced
Hook Mill Capital Partners, LP38,801$5.37M0.80%+7,014+22.1%Added
State of Tennessee, Treasury Department39,276$5.44M0.02%−40,133−50.5%Reduced
Firetrail Investments Pty Ltd39,369$5.45M1.65%+19,438+97.5%Added
Cetera Investment Advisers40,065$5.55M0.01%−10,917−21.4%Reduced
Verition Fund Management LLC40,237$5.57M0.04%−3,229−7.4%Reduced
Transform Wealth, LLC40,579$5.62M0.42%+2,315+6.1%Added
Canada Pension Plan Investment Board40,649$5.63M0.01%+22,049+118.5%Added
Spire Wealth Management40,984$5.66M0.20%−1,298−3.1%Reduced
Kingfisher Capital LLC41,998$5.81M1.36%−386−0.9%Reduced
Resona Asset Management Co.,Ltd.42,164$5.83M0.04%−4,614−9.9%Reduced
Crown Advisors Management, Inc.42,500$5.88M3.77%−22,500−34.6%Reduced
Axxcess Wealth Management, LLC42,661$5.90M0.16%+40,642+2,013.0%Added
Federation des caisses Desjardins du Quebec42,802$5.92M0.03%+3,996+10.3%Added
Nilsine Partners, LLC42,928$5.94M0.80%+134+0.3%Added
MBB Public Markets I LLC43,008$5.95M0.12%+43,008New
Mutual of America Capital Management LLC43,230$5.98M0.07%+9,563+28.4%Added
Connor, Clark & Lunn Investment Management Ltd.44,098$6.10M0.03%−139,347−76.0%Reduced
FORA Capital, LLC44,152$6.11M0.75%+15,097+52.0%Added
State of New Jersey Common Pension Fund D44,695$6.19M0.03%−25,127−36.0%Reduced
Brightline Capital Management, LLC45,000$6.23M3.09%00.0%Unchanged
Asset Management One Co.,Ltd.45,276$6.27M0.02%−8,441−15.7%Reduced
Danske Bank A/S45,500$6.30M0.02%−41,921−48.0%Reduced
Teachers Retirement System of the State of Kentucky47,092$6.52M0.06%−3,293−6.5%Reduced
Sanctuary Advisors, LLC35,106$6.59M0.05%+35,106New
Kovitz Investment Group Partners, LLC48,307$6.69M0.06%+2,841+6.2%Added
BI Asset Management Fondsmaeglerselskab A/S48,936$6.77M0.11%−44,665−47.7%Reduced
Rafferty Asset Management, LLC49,537$6.86M0.03%+2,312+4.9%Added
Royal London Asset Management Ltd49,722$6.88M0.02%−394−0.8%Reduced
Guardian Point Capital, LP50,000$6.92M3.26%−12,500−20.0%Reduced
Soapstone Management L.P.50,000$6.92M4.62%00.0%Unchanged
Hodges Capital Management Inc.50,238$6.95M0.47%+7,950+18.8%Added