Skip to main content

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
Mariner, LLC50,241$6.95M0.01%+15,931+46.4%Added
Stephens Inc51,143$7.08M0.11%−28,659−35.9%Reduced
Burney Co51,274$7.10M0.27%+980+1.9%Added
AXA S.A.51,478$7.13M0.02%+1,562+3.1%Added
Nomura Asset Management Co Ltd52,925$7.33M0.02%−36,663−40.9%Reduced
Y-Intercept (Hong Kong) Ltd53,418$7.39M0.41%+47,671+829.5%Added
Walleye Trading LLC53,604$7.42M0.15%−28,044−34.3%Reduced
DekaBank Deutsche Girozentrale54,910$7.53M0.01%−1,141−2.0%Reduced
PGGM Investments55,212$7.64M0.11%+6,406+13.1%Added
Retirement Systems of Alabama56,084$7.76M0.03%−299−0.5%Reduced
CI Private Wealth, LLC56,810$7.86M0.01%−381−0.7%Reduced
Hudson Value Partners, LLC57,439$7.95M3.36%+1,785+3.2%Added
Toronto Dominion Bank59,523$8.24M0.01%−10,111−14.5%Reduced
Hudson Bay Capital Management LP59,740$8.27M0.06%+7,500+14.4%Added
TD Asset Management Inc61,202$8.47M0.01%+14,834+32.0%Added
Wedge Capital Management L L P61,568$8.52M0.15%−18,426−23.0%Reduced
Treasurer of the State of North Carolina64,383$8.91M0.04%+3,125+5.1%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management66,198$9.16M0.21%+66,198New
Chevy Chase Trust Holdings, Inc.66,719$9.23M0.03%−1,636−2.4%Reduced
Cambria Investment Management, L.P.67,339$9.32M0.57%+5,360+8.6%Added
De Lisle Partners LLP67,401$9.32M2.04%00.0%Unchanged
Mediolanum International Funds Ltd73,116$9.41M0.15%+24,566+50.6%Added
Public Employees Retirement System of Ohio68,709$9.51M0.04%−8,383−10.9%Reduced
Scout Investments, Inc.68,942$9.54M0.26%−56,264−44.9%Reduced
Hauser Brothers GmbH69,300$9.59M7.90%+7,900+12.9%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management70,709$9.79M0.30%+3,738+5.6%Added
Whittier Trust Co of Nevada Inc70,901$9.81M0.27%−1,968−2.7%Reduced
New York State Common Retirement Fund71,323$9.87M0.01%−15,003−17.4%Reduced
Kames Capital plc71,493$9.89M0.14%+71,493New
Manufacturers Life Insurance Company, The74,326$10.3M0.01%−191−0.3%Reduced
D. E. Shaw & Co., Inc.75,320$10.4M0.01%−9,224−10.9%Reduced
Wealth Enhancement Advisory Services, LLC76,943$10.6M0.03%+18,217+31.0%Added
Federated Hermes, Inc.79,894$11.1M0.03%+14,001+21.2%Added
Bornite Capital Management LP80,000$11.1M1.82%+80,000New
Q Global Advisors, LLC80,105$11.1M7.86%+80,105New
Jump Financial, LLC81,070$11.2M0.23%+79,267+4,396.4%Added
Paradigm Capital Management Inc85,750$11.9M0.54%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)86,615$12.0M0.04%−5,263−5.7%Reduced
Bridgewater Associates, LP89,687$12.4M0.06%−38,155−29.8%Reduced
Prudential Financial Inc90,550$12.5M0.02%−10,863−10.7%Reduced
Quadrature Capital Ltd92,266$12.8M0.21%+92,266New
Picton Mahoney Asset Management92,504$12.8M0.55%−700−0.8%Reduced
Royce & Associates LP93,221$12.9M0.12%−46,069−33.1%Reduced
Empowered Funds, LLC93,826$13.0M0.22%+33,442+55.4%Added
Interval Partners, LP95,172$13.2M0.39%+95,172New
Susquehanna International Group, LLP95,785$13.3M0.02%+53,592+127.0%Added
Great West Life Assurance Co97,974$13.6M0.03%+2,926+3.1%Added
DnB Asset Management AS98,218$13.6M0.06%+68,542+231.0%Added
Achmea Investment Management B.V.98,686$13.7M0.24%−6,868−6.5%Reduced
State of Wisconsin Investment Board103,869$14.4M0.04%−49,613−32.3%Reduced
Distillate Capital Partners LLC106,659$14.8M0.78%+106,577+129,972.0%Added
Cercano Management LLC106,921$14.8M0.39%+106,921New
Raymond James & Associates107,119$14.8M0.01%−56,595−34.6%Reduced
Whittier Trust Co111,834$15.5M0.22%−3,152−2.7%Reduced
Stifel Financial Corp112,792$15.6M0.02%+28,302+33.5%Added
Punch & Associates Investment Management, Inc.115,160$15.9M0.94%+12,539+12.2%Added
Raymond James Financial Services Advisors, Inc.115,995$16.1M0.02%+18,223+18.6%Added
Bank of Montreal117,626$16.3M0.01%−18,429−13.5%Reduced
PEAK6 Investments LLC118,787$16.4M0.76%+118,787New
Illinois Municipal Retirement Fund121,852$16.9M0.26%+17,011+16.2%Added
AustralianSuper Pty Ltd122,389$16.9M0.10%−9,417−7.1%Reduced
Vaughan Nelson Investment Management, L.P.127,430$17.6M0.16%+111,240+687.1%Added
Cerity Partners LLC132,868$18.4M0.05%−92,346−41.0%Reduced
Gotham Asset Management, LLC135,974$18.8M0.24%+17,093+14.4%Added
Royal Bank of Canada136,169$18.8M0.00%−249,294−64.7%Reduced
State Board of Administration of Florida Retirement System138,513$19.2M0.04%+3,247+2.4%Added
Allianz Asset Management GmbH141,691$19.6M0.03%+3,527+2.6%Added
Principal Financial Group Inc145,297$20.1M0.01%−95,890−39.8%Reduced
Envestnet Asset Management Inc146,248$20.2M0.01%+12,693+9.5%Added
Millennium Management LLC148,738$20.6M0.02%−352,184−70.3%Reduced
Woodson Capital Management, LP150,000$20.8M4.06%+37,500+33.3%Added
New York State Teachers Retirement System152,559$21.1M0.04%−2,803−1.8%Reduced
Citigroup Inc154,177$21.3M0.02%−452−0.3%Reduced
Thompson Siegel & Walmsley LLC154,561$21.4M0.34%+28,763+22.9%Added
Teacher Retirement System of Texas155,049$21.5M0.12%+5,522+3.7%Added
1832 Asset Management L.P.155,639$21.5M0.04%+34,152+28.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.160,601$22.2M0.03%+16,197+11.2%Added
Fisher Asset Management, LLC167,649$23.2M0.01%−11,870−6.6%Reduced
BNP Paribas Arbitrage, SA169,383$23.4M0.03%−12,405−6.8%Reduced
KBC Group NV169,855$23.5M0.07%+14,467+9.3%Added
GoodHaven Capital Management, LLC172,080$23.8M8.74%+1,290+0.8%Added
Seizert Capital Partners, LLC173,372$24.0M1.19%+173,372New
Korea Investment CORP174,133$24.1M0.06%+20,996+13.7%Added
Wells Fargo & Company181,221$25.1M0.01%+35,224+24.1%Added
First Trust Advisors LP188,409$26.1M0.03%−56,876−23.2%Reduced
National Pension Service190,200$26.3M0.03%+16,500+9.5%Added
Mitsubishi UFJ Trust & Banking Corp192,429$26.6M0.06%−57,750−23.1%Reduced
Franklin Resources Inc196,623$27.2M0.01%−86,513−30.6%Reduced
California State Teachers Retirement System199,809$27.7M0.03%−8,321−4.0%Reduced
Andra AP-fonden201,700$27.9M0.47%+8,000+4.1%Added
Russell Investments Group, Ltd.201,778$27.9M0.04%−43,758−17.8%Reduced
Macquarie Group Ltd204,316$28.3M0.03%−16,990−7.7%Reduced
Intech Investment Management LLC204,923$28.4M0.35%+91,642+80.9%Added
UBS Group AG206,043$28.5M0.01%−37,097−15.3%Reduced
Lodge Hill Capital, LLC210,300$29.1M9.19%+135,000+179.3%Added
Man Group plc210,854$29.2M0.08%+1,314+0.6%Added
Thornburg Investment Management Inc214,101$29.6M0.42%+103,641+93.8%Added
Ensign Peak Advisors, Inc214,570$29.7M0.05%+18,686+9.5%Added
Stadium Capital Management LLC221,258$30.6M33.72%+66,241+42.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC224,064$31.0M0.10%+29,016+14.9%Added