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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 143,329 | $27.8M | 0.02% | +36,210+33.8% | Added |
| Royal Bank of Canada | 142,834 | $27.7M | 0.01% | +6,665+4.9% | Added |
| 1832 Asset Management L.P. | 138,203 | $26.8M | 0.04% | −17,436−11.2% | Reduced |
| State Board of Administration of Florida Retirement System | 135,050 | $26.2M | 0.05% | −3,463−2.5% | Reduced |
| New York State Teachers Retirement System | 134,138 | $26.0M | 0.05% | −18,421−12.1% | Reduced |
| Korea Investment CORP | 132,769 | $25.7M | 0.06% | −41,364−23.8% | Reduced |
| AustralianSuper Pty Ltd | 119,091 | $23.1M | 0.12% | −3,298−2.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 116,710 | $22.6M | 1.26% | +1,550+1.3% | Added |
| Whittier Trust Co | 116,630 | $22.6M | 0.30% | +4,796+4.3% | Added |
| Cartenna Capital, LP | 115,000 | $22.3M | 1.77% | +115,000 | New |
| Man Group plc | 113,858 | $22.1M | 0.06% | −96,996−46.0% | Reduced |
| Gotham Asset Management, LLC | 113,781 | $22.1M | 0.23% | −22,193−16.3% | Reduced |
| Woodson Capital Management, LP | 113,058 | $21.9M | 4.77% | −36,942−24.6% | Reduced |
| Illinois Municipal Retirement Fund | 112,250 | $21.8M | 0.31% | −9,602−7.9% | Reduced |
| Franklin Resources Inc | 109,386 | $21.5M | 0.01% | −87,237−44.4% | Reduced |
| Lord, Abbett & Co. LLC | 108,780 | $21.1M | 0.07% | −263,493−70.8% | Reduced |
| Mediolanum International Funds Ltd | 106,332 | $20.6M | 0.29% | +33,216+45.4% | Added |
| Intech Investment Management LLC | 105,290 | $20.4M | 0.23% | −99,633−48.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 104,774 | $20.3M | 0.03% | −11,221−9.7% | Reduced |
| Picton Mahoney Asset Management | 104,587 | $20.3M | 0.78% | +12,083+13.1% | Added |
| Achmea Investment Management B.V. | 102,240 | $19.8M | 0.33% | +3,554+3.6% | Added |
| DnB Asset Management AS | 101,716 | $19.7M | 0.09% | +3,498+3.6% | Added |
| STRS Ohio | 101,380 | $19.7M | 0.08% | +93,971+1,268.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 101,223 | $19.6M | 0.08% | −258,932−71.9% | Reduced |
| Federated Hermes, Inc. | 99,258 | $19.2M | 0.04% | +19,364+24.2% | Added |
| State of Wisconsin Investment Board | 95,579 | $18.5M | 0.05% | −8,290−8.0% | Reduced |
| HRT Financial LP | 95,349 | $18.5M | 0.09% | +95,349 | New |
| Canada Pension Plan Investment Board | 93,538 | $18.1M | 0.02% | +52,889+130.1% | Added |
| Royce & Associates LP | 93,221 | $18.1M | 0.16% | 00.0% | Unchanged |
| Lodge Hill Capital, LLC | 92,300 | $17.9M | 5.57% | −118,000−56.1% | Reduced |
| Kames Capital plc | 90,457 | $17.5M | 0.24% | +18,964+26.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,301 | $17.3M | 0.49% | +18,592+26.3% | Added |
| Adage Capital Partners GP, L.L.C. | 87,800 | $17.0M | 0.03% | −184,300−67.7% | Reduced |
| Tocqueville Asset Management L.P. | 86,571 | $16.8M | 0.26% | +49,391+132.8% | Added |
| Paradigm Capital Management Inc | 85,750 | $16.6M | 0.74% | 00.0% | Unchanged |
| Prudential Financial Inc | 80,838 | $15.7M | 0.02% | −9,712−10.7% | Reduced |
| Susquehanna International Group, LLP | 77,894 | $15.1M | 0.03% | −17,891−18.7% | Reduced |
| Hauser Brothers GmbH | 75,900 | $14.7M | 11.30% | +6,600+9.5% | Added |
| De Lisle Partners LLP | 75,001 | $14.5M | 2.36% | +7,600+11.3% | Added |
| Whittier Trust Co of Nevada Inc | 73,894 | $14.3M | 0.37% | +2,993+4.2% | Added |
| Great West Life Assurance Co | 72,328 | $14.0M | 0.02% | −25,646−26.2% | Reduced |
| KBC Group NV | 71,483 | $13.9M | 0.04% | −98,372−57.9% | Reduced |
| Wilkinson Global Asset Management LLC | 69,944 | $13.6M | 0.82% | +62,694+864.7% | Added |
| Manufacturers Life Insurance Company, The | 69,686 | $13.5M | 0.01% | −4,640−6.2% | Reduced |
| Balyasny Asset Management LLC | 66,475 | $12.9M | 0.03% | +63,973+2,556.9% | Added |
| Cambria Investment Management, L.P. | 66,356 | $12.9M | 0.77% | −983−1.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 64,236 | $12.5M | 0.02% | −715,566−91.8% | Reduced |
| Soros Capital Management LLC | 63,621 | $12.3M | 2.97% | +54,226+577.2% | Added |
| Assenagon Asset Management S.A. | 62,745 | $12.2M | 0.03% | −282,771−81.8% | Reduced |
| KLCM Advisors, Inc. | 62,710 | $12.2M | 1.44% | +62,710 | New |
| Inherent Group, LP | 62,500 | $12.1M | 11.20% | +47,500+316.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 62,437 | $12.1M | 0.04% | −4,282−6.4% | Reduced |
| Hook Mill Capital Partners, LP | 62,006 | $12.0M | 1.51% | +23,205+59.8% | Added |
| Jag Capital Management, LLC | 60,944 | $11.8M | 1.43% | +60,944 | New |
| New York State Common Retirement Fund | 60,810 | $11.8M | 0.02% | −10,513−14.7% | Reduced |
| Teacher Retirement System of Texas | 59,809 | $11.6M | 0.06% | −95,240−61.4% | Reduced |
| Driehaus Capital Management LLC | 59,369 | $11.5M | 0.10% | +59,369 | New |
| Hudson Value Partners, LLC | 59,292 | $11.5M | 4.47% | +1,853+3.2% | Added |
| CI Private Wealth, LLC | 57,684 | $11.2M | 0.02% | +874+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 57,515 | $11.1M | 0.02% | −19,428−25.2% | Reduced |
| Public Employees Retirement System of Ohio | 57,446 | $11.1M | 0.05% | −11,263−16.4% | Reduced |
| Walleye Capital LLC | 56,964 | $11.0M | 0.12% | +27,814+95.4% | Added |
| Hudson Bay Capital Management LP | 56,500 | $11.0M | 0.08% | −3,240−5.4% | Reduced |
| Kornitzer Capital Management Inc | 55,986 | $10.9M | 0.20% | +20,000+55.6% | Added |
| Mountaineer Partners Management, LLC | 55,875 | $10.8M | 6.75% | +55,875 | New |
| Nomura Asset Management Co Ltd | 55,279 | $10.7M | 0.03% | +2,354+4.4% | Added |
| PGGM Investments | 55,212 | $10.7M | 0.14% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 55,180 | $10.7M | 0.04% | −9,203−14.3% | Reduced |
| Retirement Systems of Alabama | 54,977 | $10.7M | 0.04% | −1,107−2.0% | Reduced |
| Weiss Asset Management LP | 54,478 | $10.6M | 0.27% | +54,478 | New |
| DekaBank Deutsche Girozentrale | 54,675 | $10.5M | 0.02% | −235−0.4% | Reduced |
| Mariner, LLC | 53,741 | $10.4M | 0.02% | +3,500+7.0% | Added |
| Wedge Capital Management L L P | 52,870 | $10.2M | 0.18% | −8,698−14.1% | Reduced |
| Eagle Global Advisors LLC | 52,835 | $10.2M | 0.51% | +52,835 | New |
| Walleye Trading LLC | 52,044 | $10.1M | 0.24% | −1,560−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 51,632 | $10.0M | 0.09% | +4,540+9.6% | Added |
| Comerica Bank | 51,424 | $9.97M | 0.04% | +12,928+33.6% | Added |
| Jefferies Financial Group Inc. | 51,196 | $9.92M | 0.16% | +51,196 | New |
| Kovitz Investment Group Partners, LLC | 51,398 | $9.89M | 0.07% | +3,091+6.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 49,426 | $9.70M | 0.03% | +49,113+15,691.1% | Added |
| Royal London Asset Management Ltd | 49,722 | $9.64M | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 49,699 | $9.63M | 0.10% | +24,299+95.7% | Added |
| National Bank of Canada | 48,480 | $9.40M | 0.01% | +13,819+39.9% | Added |
| TD Asset Management Inc | 47,512 | $9.23M | 0.01% | −13,690−22.4% | Reduced |
| Qube Research & Technologies Ltd | 47,443 | $9.20M | 0.02% | −1,003,860−95.5% | Reduced |
| Danske Bank A/S | 45,501 | $8.82M | 0.03% | +10.0% | Added |
| Swedbank AB | 45,465 | $8.81M | 0.01% | +7,774+20.6% | Added |
| Empowered Funds, LLC | 45,394 | $8.80M | 0.14% | −48,432−51.6% | Reduced |
| Allianz Asset Management GmbH | 45,313 | $8.78M | 0.01% | −96,378−68.0% | Reduced |
| Asset Management One Co.,Ltd. | 45,256 | $8.77M | 0.03% | −200.0% | Reduced |
| Candelo Capital Management LP | 45,217 | $8.77M | 5.64% | +45,217 | New |
| Axxcess Wealth Management, LLC | 45,205 | $8.76M | 0.22% | +2,544+6.0% | Added |
| Mutual of America Capital Management LLC | 44,776 | $8.68M | 0.09% | +1,546+3.6% | Added |
| State of New Jersey Common Pension Fund D | 44,695 | $8.66M | 0.04% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 43,781 | $8.49M | 0.54% | −6,457−12.9% | Reduced |
| Nilsine Partners, LLC | 42,167 | $8.17M | 1.06% | −761−1.8% | Reduced |
| Natixis Advisors, L.P. | 42,142 | $8.17M | 0.02% | +19,757+88.3% | Added |
| SEI Investments Co | 42,043 | $8.15M | 0.01% | +5,439+14.9% | Added |
| Resona Asset Management Co.,Ltd. | 41,222 | $7.99M | 0.05% | −942−2.2% | Reduced |
| Spire Wealth Management | 40,595 | $7.87M | 0.27% | −389−0.9% | Reduced |