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, Q3 2024
Institutional positions in Builders FirstSource, Inc. as of Sep 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
- 832
- +63 vs. Q2 2024
- Shares held
- 110.5M
- +12.8M (+13.1%) vs. Q2 2024
- Total value
- $21.4B
- +$7.89B (+58.5%) vs. Q2 2024
- New holders
- 169
- 300 more added
- Sold out
- 106
- 278 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,301 | $17.3M | 0.49% | +18,592+26.3% | Added |
| Kames Capital plc | 90,457 | $17.5M | 0.24% | +18,964+26.5% | Added |
| Lodge Hill Capital, LLC | 92,300 | $17.9M | 5.57% | −118,000−56.1% | Reduced |
| Royce & Associates LP | 93,221 | $18.1M | 0.16% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 93,538 | $18.1M | 0.02% | +52,889+130.1% | Added |
| HRT Financial LP | 95,349 | $18.5M | 0.09% | +95,349 | New |
| State of Wisconsin Investment Board | 95,579 | $18.5M | 0.05% | −8,290−8.0% | Reduced |
| Federated Hermes, Inc. | 99,258 | $19.2M | 0.04% | +19,364+24.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 101,223 | $19.6M | 0.08% | −258,932−71.9% | Reduced |
| STRS Ohio | 101,380 | $19.7M | 0.08% | +93,971+1,268.3% | Added |
| DnB Asset Management AS | 101,716 | $19.7M | 0.09% | +3,498+3.6% | Added |
| Achmea Investment Management B.V. | 102,240 | $19.8M | 0.33% | +3,554+3.6% | Added |
| Picton Mahoney Asset Management | 104,587 | $20.3M | 0.78% | +12,083+13.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 104,774 | $20.3M | 0.03% | −11,221−9.7% | Reduced |
| Intech Investment Management LLC | 105,290 | $20.4M | 0.23% | −99,633−48.6% | Reduced |
| Mediolanum International Funds Ltd | 106,332 | $20.6M | 0.29% | +33,216+45.4% | Added |
| Lord, Abbett & Co. LLC | 108,780 | $21.1M | 0.07% | −263,493−70.8% | Reduced |
| Franklin Resources Inc | 109,386 | $21.5M | 0.01% | −87,237−44.4% | Reduced |
| Illinois Municipal Retirement Fund | 112,250 | $21.8M | 0.31% | −9,602−7.9% | Reduced |
| Woodson Capital Management, LP | 113,058 | $21.9M | 4.77% | −36,942−24.6% | Reduced |
| Gotham Asset Management, LLC | 113,781 | $22.1M | 0.23% | −22,193−16.3% | Reduced |
| Man Group plc | 113,858 | $22.1M | 0.06% | −96,996−46.0% | Reduced |
| Cartenna Capital, LP | 115,000 | $22.3M | 1.77% | +115,000 | New |
| Whittier Trust Co | 116,630 | $22.6M | 0.30% | +4,796+4.3% | Added |
| Punch & Associates Investment Management, Inc. | 116,710 | $22.6M | 1.26% | +1,550+1.3% | Added |
| AustralianSuper Pty Ltd | 119,091 | $23.1M | 0.12% | −3,298−2.7% | Reduced |
| Korea Investment CORP | 132,769 | $25.7M | 0.06% | −41,364−23.8% | Reduced |
| New York State Teachers Retirement System | 134,138 | $26.0M | 0.05% | −18,421−12.1% | Reduced |
| State Board of Administration of Florida Retirement System | 135,050 | $26.2M | 0.05% | −3,463−2.5% | Reduced |
| 1832 Asset Management L.P. | 138,203 | $26.8M | 0.04% | −17,436−11.2% | Reduced |
| Royal Bank of Canada | 142,834 | $27.7M | 0.01% | +6,665+4.9% | Added |
| Raymond James & Associates | 143,329 | $27.8M | 0.02% | +36,210+33.8% | Added |
| Bank of Montreal | 144,237 | $28.0M | 0.01% | +26,611+22.6% | Added |
| Jane Street Group, LLC | 145,367 | $28.2M | 0.05% | −84,306−36.7% | Reduced |
| Stifel Financial Corp | 151,046 | $29.3M | 0.03% | +38,254+33.9% | Added |
| Citigroup Inc | 157,199 | $30.5M | 0.03% | +3,022+2.0% | Added |
| Andra AP-fonden | 160,800 | $31.2M | 0.46% | −40,900−20.3% | Reduced |
| BNP Paribas Arbitrage, SA | 166,868 | $32.3M | 0.03% | −2,515−1.5% | Reduced |
| Fisher Asset Management, LLC | 170,956 | $33.1M | 0.01% | +3,307+2.0% | Added |
| GoodHaven Capital Management, LLC | 172,280 | $33.4M | 11.07% | +200+0.1% | Added |
| First Trust Advisors LP | 178,141 | $34.5M | 0.03% | −10,268−5.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,468 | $34.8M | 0.04% | +18,867+11.7% | Added |
| Macquarie Group Ltd | 181,965 | $35.3M | 0.04% | −22,351−10.9% | Reduced |
| Envestnet Asset Management Inc | 184,882 | $35.8M | 0.01% | +38,634+26.4% | Added |
| Russell Investments Group, Ltd. | 186,425 | $36.1M | 0.05% | −15,353−7.6% | Reduced |
| Bamco Inc | 187,444 | $36.3M | 0.10% | +187,444 | New |
| Vaughan Nelson Investment Management, L.P. | 188,385 | $36.5M | 0.33% | +60,955+47.8% | Added |
| Stadium Capital Management LLC | 192,958 | $37.4M | 28.14% | −28,300−12.8% | Reduced |
| National Pension Service | 194,599 | $37.7M | 0.04% | +4,399+2.3% | Added |
| Holocene Advisors, LP | 195,355 | $37.9M | 0.15% | +195,355 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 198,038 | $38.4M | 0.12% | −26,026−11.6% | Reduced |
| Cercano Management LLC | 200,111 | $38.8M | 0.93% | +93,190+87.2% | Added |
| Principal Financial Group Inc | 201,306 | $39.0M | 0.02% | +56,009+38.5% | Added |
| California State Teachers Retirement System | 202,033 | $39.2M | 0.05% | +2,224+1.1% | Added |
| Oakworth Capital, Inc. | 211,259 | $41.0M | 2.84% | +211,259 | New |
| Seizert Capital Partners, LLC | 214,348 | $41.6M | 1.88% | +40,976+23.6% | Added |
| Samlyn Capital, LLC | 216,641 | $42.0M | 0.68% | −57,913−21.1% | Reduced |
| California Public Employees Retirement System | 218,081 | $42.3M | 0.03% | −7,893−3.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 218,115 | $42.3M | 0.10% | +25,686+13.3% | Added |
| Rhumbline Advisers | 218,964 | $42.4M | 0.04% | −9,257−4.1% | Reduced |
| Wells Fargo & Company | 221,810 | $43.0M | 0.01% | +40,589+22.4% | Added |
| Barclays PLC | 229,503 | $44.5M | 0.02% | −54,148−19.1% | Reduced |
| Thornburg Investment Management Inc | 229,580 | $44.5M | 0.58% | +15,479+7.2% | Added |
| Cerity Partners LLC | 235,597 | $45.7M | 0.10% | +102,729+77.3% | Added |
| Ensign Peak Advisors, Inc | 250,282 | $48.5M | 0.09% | +35,712+16.6% | Added |
| LPL Financial LLC | 255,450 | $49.5M | 0.02% | +70.0% | Added |
| RBF Capital, LLC | 258,702 | $50.2M | 2.57% | 00.0% | Unchanged |
| UBS Group AG | 262,887 | $51.0M | 0.01% | +56,844+27.6% | Added |
| Fred Alger Management, LLC | 265,740 | $51.5M | 0.25% | +265,740 | New |
| Arrowstreet Capital, Limited Partnership | 287,567 | $55.7M | 0.05% | +60,349+26.6% | Added |
| Price T Rowe Associates Inc | 292,184 | $56.6M | 0.01% | −45,549−13.5% | Reduced |
| JB Capital Partners LP | 292,265 | $56.7M | 10.85% | 00.0% | Unchanged |
| Hill City Capital, LP | 300,000 | $58.2M | 3.84% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 306,985 | $59.5M | 0.04% | −2,565−0.8% | Reduced |
| Zurich Insurance Group Ltd | 307,072 | $59.5M | 0.50% | +307,072 | New |
| Amundi | 314,633 | $60.8M | 0.02% | +23,271+8.0% | Added |
| AQR Capital Management LLC | 316,361 | $61.1M | 0.08% | −162,400−33.9% | Reduced |
| Pictet Asset Management Holding SA | 316,778 | $61.4M | 0.07% | +46,690+17.3% | Added |
| Brandywine Global Investment Management, LLC | 321,598 | $63.3M | 0.42% | −2,080−0.6% | Reduced |
| Commerce Bank | 338,898 | $65.7M | 0.40% | +9,557+2.9% | Added |
| O'Shaughnessy Asset Management, LLC | 346,046 | $68.1M | 0.61% | −78,498−18.5% | Reduced |
| Swiss National Bank | 362,287 | $70.2M | 0.05% | +1,300+0.4% | Added |
| Ameriprise Financial Inc | 365,721 | $70.9M | 0.02% | −314,258−46.2% | Reduced |
| HSBC Holdings PLC | 370,534 | $71.9M | 0.04% | −254,015−40.7% | Reduced |
| Bessemer Group Inc | 380,793 | $73.8M | 0.12% | −62,856−14.2% | Reduced |
| Robotti Robert | 397,572 | $77.1M | 11.73% | −3,672−0.9% | Reduced |
| American Century Companies Inc | 397,856 | $77.1M | 0.04% | +716+0.2% | Added |
| Bank of America Corp | 450,693 | $87.4M | 0.01% | +45,828+11.3% | Added |
| Marshall Wace, LLP | 466,328 | $90.4M | 0.12% | +466,328 | New |
| Neuberger Berman Group LLC | 503,320 | $97.6M | 0.08% | +40,109+8.7% | Added |
| Voya Investment Management LLC | 516,439 | $99.9M | 0.10% | +268,412+108.2% | Added |
| LSV Asset Management | 523,985 | $101.6M | 0.22% | −22,800−4.2% | Reduced |
| Deutsche Bank AG | 544,617 | $105.6M | 0.04% | +8,398+1.6% | Added |
| UBS Asset Management Americas Inc | 558,754 | $108.3M | 0.03% | −183,895−24.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 561,520 | $108.9M | 0.42% | +111,268+24.7% | Added |
| Victory Capital Management Inc | 564,895 | $109.5M | 0.11% | +178,449+46.2% | Added |
| Artemis Investment Management LLP | 585,719 | $113.5M | 1.73% | +108,471+22.7% | Added |
| Loomis Sayles & Co L P | 661,976 | $128.3M | 0.17% | +661,718+256,479.8% | Added |
| Anomaly Capital Management, LP | 663,899 | $128.7M | 4.59% | −356,542−34.9% | Reduced |
| Clearbridge Investments, LLC | 679,413 | $131.7M | 0.10% | +325,394+91.9% | Added |