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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 155,049 | $21.5M | 0.12% | +5,522+3.7% | Added |
| Thompson Siegel & Walmsley LLC | 154,561 | $21.4M | 0.34% | +28,763+22.9% | Added |
| Citigroup Inc | 154,177 | $21.3M | 0.02% | −452−0.3% | Reduced |
| New York State Teachers Retirement System | 152,559 | $21.1M | 0.04% | −2,803−1.8% | Reduced |
| Woodson Capital Management, LP | 150,000 | $20.8M | 4.06% | +37,500+33.3% | Added |
| Millennium Management LLC | 148,738 | $20.6M | 0.02% | −352,184−70.3% | Reduced |
| Envestnet Asset Management Inc | 146,248 | $20.2M | 0.01% | +12,693+9.5% | Added |
| Principal Financial Group Inc | 145,297 | $20.1M | 0.01% | −95,890−39.8% | Reduced |
| Allianz Asset Management GmbH | 141,691 | $19.6M | 0.03% | +3,527+2.6% | Added |
| State Board of Administration of Florida Retirement System | 138,513 | $19.2M | 0.04% | +3,247+2.4% | Added |
| Royal Bank of Canada | 136,169 | $18.8M | 0.00% | −249,294−64.7% | Reduced |
| Gotham Asset Management, LLC | 135,974 | $18.8M | 0.24% | +17,093+14.4% | Added |
| Cerity Partners LLC | 132,868 | $18.4M | 0.05% | −92,346−41.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 127,430 | $17.6M | 0.16% | +111,240+687.1% | Added |
| AustralianSuper Pty Ltd | 122,389 | $16.9M | 0.10% | −9,417−7.1% | Reduced |
| Illinois Municipal Retirement Fund | 121,852 | $16.9M | 0.26% | +17,011+16.2% | Added |
| PEAK6 Investments LLC | 118,787 | $16.4M | 0.76% | +118,787 | New |
| Bank of Montreal | 117,626 | $16.3M | 0.01% | −18,429−13.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 115,995 | $16.1M | 0.02% | +18,223+18.6% | Added |
| Punch & Associates Investment Management, Inc. | 115,160 | $15.9M | 0.94% | +12,539+12.2% | Added |
| Stifel Financial Corp | 112,792 | $15.6M | 0.02% | +28,302+33.5% | Added |
| Whittier Trust Co | 111,834 | $15.5M | 0.22% | −3,152−2.7% | Reduced |
| Raymond James & Associates | 107,119 | $14.8M | 0.01% | −56,595−34.6% | Reduced |
| Cercano Management LLC | 106,921 | $14.8M | 0.39% | +106,921 | New |
| Distillate Capital Partners LLC | 106,659 | $14.8M | 0.78% | +106,577+129,972.0% | Added |
| State of Wisconsin Investment Board | 103,869 | $14.4M | 0.04% | −49,613−32.3% | Reduced |
| Achmea Investment Management B.V. | 98,686 | $13.7M | 0.24% | −6,868−6.5% | Reduced |
| DnB Asset Management AS | 98,218 | $13.6M | 0.06% | +68,542+231.0% | Added |
| Great West Life Assurance Co | 97,974 | $13.6M | 0.03% | +2,926+3.1% | Added |
| Susquehanna International Group, LLP | 95,785 | $13.3M | 0.02% | +53,592+127.0% | Added |
| Interval Partners, LP | 95,172 | $13.2M | 0.39% | +95,172 | New |
| Empowered Funds, LLC | 93,826 | $13.0M | 0.22% | +33,442+55.4% | Added |
| Royce & Associates LP | 93,221 | $12.9M | 0.12% | −46,069−33.1% | Reduced |
| Picton Mahoney Asset Management | 92,504 | $12.8M | 0.55% | −700−0.8% | Reduced |
| Quadrature Capital Ltd | 92,266 | $12.8M | 0.21% | +92,266 | New |
| Prudential Financial Inc | 90,550 | $12.5M | 0.02% | −10,863−10.7% | Reduced |
| Bridgewater Associates, LP | 89,687 | $12.4M | 0.06% | −38,155−29.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 86,615 | $12.0M | 0.04% | −5,263−5.7% | Reduced |
| Paradigm Capital Management Inc | 85,750 | $11.9M | 0.54% | 00.0% | Unchanged |
| Jump Financial, LLC | 81,070 | $11.2M | 0.23% | +79,267+4,396.4% | Added |
| Q Global Advisors, LLC | 80,105 | $11.1M | 7.86% | +80,105 | New |
| Bornite Capital Management LP | 80,000 | $11.1M | 1.82% | +80,000 | New |
| Federated Hermes, Inc. | 79,894 | $11.1M | 0.03% | +14,001+21.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 76,943 | $10.6M | 0.03% | +18,217+31.0% | Added |
| D. E. Shaw & Co., Inc. | 75,320 | $10.4M | 0.01% | −9,224−10.9% | Reduced |
| Manufacturers Life Insurance Company, The | 74,326 | $10.3M | 0.01% | −191−0.3% | Reduced |
| Kames Capital plc | 71,493 | $9.89M | 0.14% | +71,493 | New |
| New York State Common Retirement Fund | 71,323 | $9.87M | 0.01% | −15,003−17.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 70,901 | $9.81M | 0.27% | −1,968−2.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70,709 | $9.79M | 0.30% | +3,738+5.6% | Added |
| Hauser Brothers GmbH | 69,300 | $9.59M | 7.90% | +7,900+12.9% | Added |
| Scout Investments, Inc. | 68,942 | $9.54M | 0.26% | −56,264−44.9% | Reduced |
| Public Employees Retirement System of Ohio | 68,709 | $9.51M | 0.04% | −8,383−10.9% | Reduced |
| Mediolanum International Funds Ltd | 73,116 | $9.41M | 0.15% | +24,566+50.6% | Added |
| De Lisle Partners LLP | 67,401 | $9.32M | 2.04% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 67,339 | $9.32M | 0.57% | +5,360+8.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 66,719 | $9.23M | 0.03% | −1,636−2.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 66,198 | $9.16M | 0.21% | +66,198 | New |
| Treasurer of the State of North Carolina | 64,383 | $8.91M | 0.04% | +3,125+5.1% | Added |
| Wedge Capital Management L L P | 61,568 | $8.52M | 0.15% | −18,426−23.0% | Reduced |
| TD Asset Management Inc | 61,202 | $8.47M | 0.01% | +14,834+32.0% | Added |
| Hudson Bay Capital Management LP | 59,740 | $8.27M | 0.06% | +7,500+14.4% | Added |
| Toronto Dominion Bank | 59,523 | $8.24M | 0.01% | −10,111−14.5% | Reduced |
| Hudson Value Partners, LLC | 57,439 | $7.95M | 3.36% | +1,785+3.2% | Added |
| CI Private Wealth, LLC | 56,810 | $7.86M | 0.01% | −381−0.7% | Reduced |
| Retirement Systems of Alabama | 56,084 | $7.76M | 0.03% | −299−0.5% | Reduced |
| PGGM Investments | 55,212 | $7.64M | 0.11% | +6,406+13.1% | Added |
| DekaBank Deutsche Girozentrale | 54,910 | $7.53M | 0.01% | −1,141−2.0% | Reduced |
| Walleye Trading LLC | 53,604 | $7.42M | 0.15% | −28,044−34.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 53,418 | $7.39M | 0.41% | +47,671+829.5% | Added |
| Nomura Asset Management Co Ltd | 52,925 | $7.33M | 0.02% | −36,663−40.9% | Reduced |
| AXA S.A. | 51,478 | $7.13M | 0.02% | +1,562+3.1% | Added |
| Burney Co | 51,274 | $7.10M | 0.27% | +980+1.9% | Added |
| Stephens Inc | 51,143 | $7.08M | 0.11% | −28,659−35.9% | Reduced |
| Mariner, LLC | 50,241 | $6.95M | 0.01% | +15,931+46.4% | Added |
| Hodges Capital Management Inc. | 50,238 | $6.95M | 0.47% | +7,950+18.8% | Added |
| Guardian Point Capital, LP | 50,000 | $6.92M | 3.26% | −12,500−20.0% | Reduced |
| Soapstone Management L.P. | 50,000 | $6.92M | 4.62% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 49,722 | $6.88M | 0.02% | −394−0.8% | Reduced |
| Rafferty Asset Management, LLC | 49,537 | $6.86M | 0.03% | +2,312+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,936 | $6.77M | 0.11% | −44,665−47.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 48,307 | $6.69M | 0.06% | +2,841+6.2% | Added |
| Sanctuary Advisors, LLC | 35,106 | $6.59M | 0.05% | +35,106 | New |
| Teachers Retirement System of the State of Kentucky | 47,092 | $6.52M | 0.06% | −3,293−6.5% | Reduced |
| Danske Bank A/S | 45,500 | $6.30M | 0.02% | −41,921−48.0% | Reduced |
| Asset Management One Co.,Ltd. | 45,276 | $6.27M | 0.02% | −8,441−15.7% | Reduced |
| Brightline Capital Management, LLC | 45,000 | $6.23M | 3.09% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 44,695 | $6.19M | 0.03% | −25,127−36.0% | Reduced |
| FORA Capital, LLC | 44,152 | $6.11M | 0.75% | +15,097+52.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 44,098 | $6.10M | 0.03% | −139,347−76.0% | Reduced |
| Mutual of America Capital Management LLC | 43,230 | $5.98M | 0.07% | +9,563+28.4% | Added |
| MBB Public Markets I LLC | 43,008 | $5.95M | 0.12% | +43,008 | New |
| Nilsine Partners, LLC | 42,928 | $5.94M | 0.80% | +134+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 42,802 | $5.92M | 0.03% | +3,996+10.3% | Added |
| Axxcess Wealth Management, LLC | 42,661 | $5.90M | 0.16% | +40,642+2,013.0% | Added |
| Crown Advisors Management, Inc. | 42,500 | $5.88M | 3.77% | −22,500−34.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 42,164 | $5.83M | 0.04% | −4,614−9.9% | Reduced |
| Kingfisher Capital LLC | 41,998 | $5.81M | 1.36% | −386−0.9% | Reduced |
| Spire Wealth Management | 40,984 | $5.66M | 0.20% | −1,298−3.1% | Reduced |
| Canada Pension Plan Investment Board | 40,649 | $5.63M | 0.01% | +22,049+118.5% | Added |