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, Q4 2024
Institutional positions in Builders FirstSource, Inc. as of Dec 31, 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
- 819
- +2 vs. Q3 2024
- Shares held
- 108.8M
- −1.29M (−1.2%) vs. Q3 2024
- Total value
- $15.6B
- −$5.76B (−27.0%) vs. Q3 2024
- New holders
- 130
- 289 more added
- Sold out
- 128
- 326 more reduced
15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,707,520 | $1.96B | 0.03% | −200,724−1.4% | Reduced |
| FMR LLC | 10,898,366 | $1.56B | 0.09% | +740,214+7.3% | Added |
| BlackRock, Inc. | 9,781,856 | $1.40B | 0.03% | −200,389−2.0% | Reduced |
| State Street Corp | 5,120,603 | $731.9M | 0.03% | +1,0400.0% | Added |
| Geode Capital Management, LLC | 2,759,354 | $393.3M | 0.03% | −63,604−2.3% | Reduced |
| Pacer Advisors, Inc. | 2,328,130 | $332.8M | 0.73% | +277,023+13.5% | Added |
| Wellington Management Group LLP | 2,256,522 | $322.5M | 0.06% | −1,201,366−34.7% | Reduced |
| Invesco Ltd. | 2,253,588 | $322.1M | 0.06% | +26,314+1.2% | Added |
| Dimensional Fund Advisors LP | 2,237,996 | $319.9M | 0.08% | +77,666+3.6% | Added |
| Boston Partners | 1,987,447 | $285.5M | 0.35% | −915,660−31.5% | Reduced |
| Diamond Hill Capital Management Inc | 1,943,439 | $277.8M | 1.23% | +623,583+47.2% | Added |
| Baillie Gifford & Co | 1,663,420 | $237.8M | 0.18% | +285,458+20.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,659,733 | $237.2M | 0.25% | −645,128−28.0% | Reduced |
| Morgan Stanley | 1,608,783 | $229.9M | 0.02% | +221,204+15.9% | Added |
| Massachusetts Financial Services Co | 1,578,655 | $225.6M | 0.07% | +120,400+8.3% | Added |
| Voya Investment Management LLC | 1,416,280 | $202.4M | 0.21% | +899,841+174.2% | Added |
| Norges Bank | 1,398,520 | $199.9M | 0.03% | +134,222+10.6% | Added |
| Northern Trust Corp | 1,139,775 | $162.9M | 0.02% | +105,158+10.2% | Added |
| Bank of New York Mellon Corp | 1,082,250 | $154.7M | 0.03% | −30,547−2.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 976,125 | $139.5M | 0.26% | +71,525+7.9% | Added |
| Alliancebernstein L.P. | 940,231 | $134.4M | 0.05% | −299,378−24.2% | Reduced |
| Assetmark, Inc | 871,063 | $124.5M | 0.34% | +1,096+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 860,990 | $123.1M | 0.26% | +45,499+5.6% | Added |
| Evercore Wealth Management, LLC | 845,326 | $120.8M | 1.81% | +8,341+1.0% | Added |
| Charles Schwab Investment Management Inc | 833,498 | $119.1M | 0.02% | +47,656+6.1% | Added |
| Jacobs Levy Equity Management, Inc | 760,771 | $108.7M | 0.38% | +199,251+35.5% | Added |
| Capital World Investors | 760,228 | $108.7M | 0.02% | −55,430−6.8% | Reduced |
| Nuveen Asset Management, LLC | 750,869 | $107.3M | 0.03% | −3,994−0.5% | Reduced |
| Loomis Sayles & Co L P | 721,068 | $103.1M | 0.13% | +59,092+8.9% | Added |
| Clearbridge Investments, LLC | 690,237 | $98.7M | 0.08% | +10,824+1.6% | Added |
| Legal & General Group Plc | 687,257 | $98.2M | 0.03% | −37,367−5.2% | Reduced |
| Deutsche Bank AG | 604,378 | $86.4M | 0.03% | +59,761+11.0% | Added |
| Ameriprise Financial Inc | 578,115 | $82.6M | 0.02% | +212,394+58.1% | Added |
| JPMorgan Chase & Co | 575,962 | $82.3M | 0.01% | −217,220−27.4% | Reduced |
| Artemis Investment Management LLP | 571,681 | $81.7M | 1.16% | −14,038−2.4% | Reduced |
| UBS Asset Management Americas Inc | 558,270 | $79.8M | 0.02% | −484−0.1% | Reduced |
| Victory Capital Management Inc | 531,308 | $75.9M | 0.07% | −33,587−5.9% | Reduced |
| LSV Asset Management | 498,905 | $71.3M | 0.16% | −25,080−4.8% | Reduced |
| Anomaly Capital Management, LP | 498,793 | $71.3M | 2.11% | −165,106−24.9% | Reduced |
| UBS Group AG | 435,170 | $62.2M | 0.01% | +172,283+65.5% | Added |
| Amundi | 427,966 | $61.4M | 0.02% | +113,333+36.0% | Added |
| HSBC Holdings PLC | 408,899 | $58.4M | 0.04% | +38,365+10.4% | Added |
| Frontier Capital Management Co LLC | 408,347 | $58.4M | 0.55% | −316,977−43.7% | Reduced |
| Citadel Advisors LLC | 407,665 | $58.3M | 0.05% | +404,958+14,959.7% | Added |
| Neuberger Berman Group LLC | 405,513 | $58.0M | 0.05% | −97,807−19.4% | Reduced |
| Bessemer Group Inc | 398,227 | $56.9M | 0.09% | +17,434+4.6% | Added |
| Robotti Robert | 394,174 | $56.3M | 9.89% | −3,398−0.9% | Reduced |
| American Century Companies Inc | 387,251 | $55.3M | 0.03% | −10,605−2.7% | Reduced |
| Goldman Sachs Group Inc | 359,049 | $51.3M | 0.01% | −379,672−51.4% | Reduced |
| Commerce Bank | 351,668 | $50.3M | 0.31% | +12,770+3.8% | Added |
| Barclays PLC | 347,596 | $49.7M | 0.02% | +118,093+51.5% | Added |
| Bank of America Corp | 333,105 | $47.6M | 0.00% | −117,588−26.1% | Reduced |
| Pictet Asset Management Holding SA | 329,269 | $47.1M | 0.05% | +12,491+3.9% | Added |
| Swiss National Bank | 328,987 | $47.0M | 0.03% | −33,300−9.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 319,301 | $45.6M | 0.39% | −26,745−7.7% | Reduced |
| Coliseum Capital Management, LLC | 317,177 | $45.3M | 3.74% | +317,177 | New |
| Brandywine Global Investment Management, LLC | 313,592 | $44.8M | 0.33% | −8,006−2.5% | Reduced |
| Citigroup Inc | 303,474 | $43.4M | 0.04% | +146,275+93.1% | Added |
| AQR Capital Management LLC | 294,658 | $42.1M | 0.05% | −21,703−6.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 292,425 | $41.8M | 0.03% | −14,560−4.7% | Reduced |
| JB Capital Partners LP | 292,265 | $41.8M | 8.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 290,391 | $41.5M | 0.00% | −1,793−0.6% | Reduced |
| LPL Financial LLC | 287,571 | $41.1M | 0.02% | +32,121+12.6% | Added |
| Wells Fargo & Company | 270,550 | $38.7M | 0.01% | +48,740+22.0% | Added |
| Seizert Capital Partners, LLC | 264,211 | $37.8M | 1.71% | +49,863+23.3% | Added |
| Lodge Hill Capital, LLC | 259,230 | $37.1M | 10.21% | +166,930+180.9% | Added |
| RBF Capital, LLC | 258,702 | $37.0M | 1.93% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 257,400 | $36.8M | 0.18% | −8,340−3.1% | Reduced |
| Ensign Peak Advisors, Inc | 248,335 | $35.5M | 0.06% | −1,947−0.8% | Reduced |
| Russell Investments Group, Ltd. | 246,416 | $35.2M | 0.05% | +59,991+32.2% | Added |
| Raymond James Financial Inc | 241,660 | $34.5M | 0.01% | +241,660 | New |
| Hill City Capital, LP | 240,000 | $34.3M | 2.20% | −60,000−20.0% | Reduced |
| Envestnet Asset Management Inc | 238,900 | $34.1M | 0.01% | +54,018+29.2% | Added |
| Thornburg Investment Management Inc | 232,550 | $33.2M | 0.44% | +2,970+1.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 230,466 | $32.9M | 0.08% | +12,351+5.7% | Added |
| BNP Paribas Arbitrage, SA | 219,610 | $31.4M | 0.02% | +52,742+31.6% | Added |
| Oakworth Capital, Inc. | 212,582 | $30.4M | 2.09% | +1,323+0.6% | Added |
| Rhumbline Advisers | 212,426 | $30.4M | 0.03% | −6,538−3.0% | Reduced |
| Jane Street Group, LLC | 207,810 | $29.7M | 0.05% | +62,443+43.0% | Added |
| Cerity Partners LLC | 169,557 | $28.9M | 0.06% | −66,040−28.0% | Reduced |
| California Public Employees Retirement System | 199,988 | $28.6M | 0.02% | −18,093−8.3% | Reduced |
| Royal Bank of Canada | 198,709 | $28.4M | 0.01% | +55,875+39.1% | Added |
| Fisher Asset Management, LLC | 196,491 | $28.1M | 0.01% | +25,535+14.9% | Added |
| Assenagon Asset Management S.A. | 195,658 | $28.0M | 0.05% | +132,913+211.8% | Added |
| First Trust Advisors LP | 193,483 | $27.7M | 0.02% | +15,342+8.6% | Added |
| Stadium Capital Management LLC | 192,958 | $27.6M | 23.38% | 00.0% | Unchanged |
| Fiera Capital Corp | 189,524 | $27.1M | 0.09% | +189,524 | New |
| Marshall Wace, LLP | 185,320 | $26.5M | 0.03% | −281,008−60.3% | Reduced |
| California State Teachers Retirement System | 183,043 | $26.2M | 0.03% | −18,990−9.4% | Reduced |
| Twinbeech Capital LP | 182,892 | $26.1M | 0.45% | +182,892 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 178,378 | $25.7M | 0.02% | −1,090−0.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,320 | $25.5M | 0.08% | −19,718−10.0% | Reduced |
| Stifel Financial Corp | 174,751 | $25.0M | 0.03% | +23,705+15.7% | Added |
| GoodHaven Capital Management, LLC | 172,530 | $24.7M | 7.95% | +250+0.1% | Added |
| Andra AP-fonden | 172,500 | $24.7M | 0.39% | +11,700+7.3% | Added |
| National Pension Service | 167,799 | $24.0M | 0.02% | −26,800−13.8% | Reduced |
| KBC Group NV | 154,395 | $22.1M | 0.06% | +82,912+116.0% | Added |
| Man Group plc | 152,178 | $21.8M | 0.07% | +38,320+33.7% | Added |
| Banque Transatlantique SA | 147,583 | $21.0M | 0.54% | +147,583 | New |
| Principal Financial Group Inc | 139,007 | $19.9M | 0.01% | −62,299−30.9% | Reduced |