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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 104,753 | $15.0M | 0.20% | −11,877−10.2% | Reduced |
| Lord, Abbett & Co. LLC | 105,989 | $15.1M | 0.05% | −2,791−2.6% | Reduced |
| Korea Investment CORP | 106,069 | $15.2M | 0.04% | −26,700−20.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 106,126 | $15.2M | 0.10% | +77,844+275.2% | Added |
| Adage Capital Partners GP, L.L.C. | 107,500 | $15.4M | 0.03% | +19,700+22.4% | Added |
| Hauser Brothers GmbH | 107,900 | $15.4M | 11.03% | +32,000+42.2% | Added |
| Bank of Montreal | 112,491 | $16.1M | 0.01% | −31,746−22.0% | Reduced |
| Distillate Capital Partners LLC | 112,685 | $16.1M | 0.79% | +112,685 | New |
| Danske Bank A/S | 113,321 | $16.2M | 0.05% | +67,820+149.1% | Added |
| Illinois Municipal Retirement Fund | 113,395 | $16.2M | 0.23% | +1,145+1.0% | Added |
| Punch & Associates Investment Management, Inc. | 115,591 | $16.5M | 0.90% | −1,119−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 116,109 | $16.6M | 0.03% | −18,941−14.0% | Reduced |
| Gotham Asset Management, LLC | 121,036 | $17.3M | 0.16% | +7,255+6.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 121,465 | $17.4M | 0.07% | +20,242+20.0% | Added |
| Tocqueville Asset Management L.P. | 122,930 | $17.6M | 0.28% | +36,359+42.0% | Added |
| Millennium Management LLC | 126,250 | $18.0M | 0.02% | −558,046−81.6% | Reduced |
| AustralianSuper Pty Ltd | 129,118 | $18.5M | 0.09% | +10,027+8.4% | Added |
| New York State Teachers Retirement System | 133,866 | $19.1M | 0.04% | −272−0.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 138,055 | $19.7M | 0.18% | −50,330−26.7% | Reduced |
| Principal Financial Group Inc | 139,007 | $19.9M | 0.01% | −62,299−30.9% | Reduced |
| Banque Transatlantique SA | 147,583 | $21.0M | 0.54% | +147,583 | New |
| Man Group plc | 152,178 | $21.8M | 0.07% | +38,320+33.7% | Added |
| KBC Group NV | 154,395 | $22.1M | 0.06% | +82,912+116.0% | Added |
| National Pension Service | 167,799 | $24.0M | 0.02% | −26,800−13.8% | Reduced |
| Andra AP-fonden | 172,500 | $24.7M | 0.39% | +11,700+7.3% | Added |
| GoodHaven Capital Management, LLC | 172,530 | $24.7M | 7.95% | +250+0.1% | Added |
| Stifel Financial Corp | 174,751 | $25.0M | 0.03% | +23,705+15.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,320 | $25.5M | 0.08% | −19,718−10.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 178,378 | $25.7M | 0.02% | −1,090−0.6% | Reduced |
| Twinbeech Capital LP | 182,892 | $26.1M | 0.45% | +182,892 | New |
| California State Teachers Retirement System | 183,043 | $26.2M | 0.03% | −18,990−9.4% | Reduced |
| Marshall Wace, LLP | 185,320 | $26.5M | 0.03% | −281,008−60.3% | Reduced |
| Fiera Capital Corp | 189,524 | $27.1M | 0.09% | +189,524 | New |
| Stadium Capital Management LLC | 192,958 | $27.6M | 23.38% | 00.0% | Unchanged |
| First Trust Advisors LP | 193,483 | $27.7M | 0.02% | +15,342+8.6% | Added |
| Assenagon Asset Management S.A. | 195,658 | $28.0M | 0.05% | +132,913+211.8% | Added |
| Fisher Asset Management, LLC | 196,491 | $28.1M | 0.01% | +25,535+14.9% | Added |
| Royal Bank of Canada | 198,709 | $28.4M | 0.01% | +55,875+39.1% | Added |
| California Public Employees Retirement System | 199,988 | $28.6M | 0.02% | −18,093−8.3% | Reduced |
| Cerity Partners LLC | 169,557 | $28.9M | 0.06% | −66,040−28.0% | Reduced |
| Jane Street Group, LLC | 207,810 | $29.7M | 0.05% | +62,443+43.0% | Added |
| Rhumbline Advisers | 212,426 | $30.4M | 0.03% | −6,538−3.0% | Reduced |
| Oakworth Capital, Inc. | 212,582 | $30.4M | 2.09% | +1,323+0.6% | Added |
| BNP Paribas Arbitrage, SA | 219,610 | $31.4M | 0.02% | +52,742+31.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 230,466 | $32.9M | 0.08% | +12,351+5.7% | Added |
| Thornburg Investment Management Inc | 232,550 | $33.2M | 0.44% | +2,970+1.3% | Added |
| Envestnet Asset Management Inc | 238,900 | $34.1M | 0.01% | +54,018+29.2% | Added |
| Hill City Capital, LP | 240,000 | $34.3M | 2.20% | −60,000−20.0% | Reduced |
| Raymond James Financial Inc | 241,660 | $34.5M | 0.01% | +241,660 | New |
| Russell Investments Group, Ltd. | 246,416 | $35.2M | 0.05% | +59,991+32.2% | Added |
| Ensign Peak Advisors, Inc | 248,335 | $35.5M | 0.06% | −1,947−0.8% | Reduced |
| Fred Alger Management, LLC | 257,400 | $36.8M | 0.18% | −8,340−3.1% | Reduced |
| RBF Capital, LLC | 258,702 | $37.0M | 1.93% | 00.0% | Unchanged |
| Lodge Hill Capital, LLC | 259,230 | $37.1M | 10.21% | +166,930+180.9% | Added |
| Seizert Capital Partners, LLC | 264,211 | $37.8M | 1.71% | +49,863+23.3% | Added |
| Wells Fargo & Company | 270,550 | $38.7M | 0.01% | +48,740+22.0% | Added |
| LPL Financial LLC | 287,571 | $41.1M | 0.02% | +32,121+12.6% | Added |
| Price T Rowe Associates Inc | 290,391 | $41.5M | 0.00% | −1,793−0.6% | Reduced |
| JB Capital Partners LP | 292,265 | $41.8M | 8.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 292,425 | $41.8M | 0.03% | −14,560−4.7% | Reduced |
| AQR Capital Management LLC | 294,658 | $42.1M | 0.05% | −21,703−6.9% | Reduced |
| Citigroup Inc | 303,474 | $43.4M | 0.04% | +146,275+93.1% | Added |
| Brandywine Global Investment Management, LLC | 313,592 | $44.8M | 0.33% | −8,006−2.5% | Reduced |
| Coliseum Capital Management, LLC | 317,177 | $45.3M | 3.74% | +317,177 | New |
| O'Shaughnessy Asset Management, LLC | 319,301 | $45.6M | 0.39% | −26,745−7.7% | Reduced |
| Swiss National Bank | 328,987 | $47.0M | 0.03% | −33,300−9.2% | Reduced |
| Pictet Asset Management Holding SA | 329,269 | $47.1M | 0.05% | +12,491+3.9% | Added |
| Bank of America Corp | 333,105 | $47.6M | 0.00% | −117,588−26.1% | Reduced |
| Barclays PLC | 347,596 | $49.7M | 0.02% | +118,093+51.5% | Added |
| Commerce Bank | 351,668 | $50.3M | 0.31% | +12,770+3.8% | Added |
| Goldman Sachs Group Inc | 359,049 | $51.3M | 0.01% | −379,672−51.4% | Reduced |
| American Century Companies Inc | 387,251 | $55.3M | 0.03% | −10,605−2.7% | Reduced |
| Robotti Robert | 394,174 | $56.3M | 9.89% | −3,398−0.9% | Reduced |
| Bessemer Group Inc | 398,227 | $56.9M | 0.09% | +17,434+4.6% | Added |
| Neuberger Berman Group LLC | 405,513 | $58.0M | 0.05% | −97,807−19.4% | Reduced |
| Citadel Advisors LLC | 407,665 | $58.3M | 0.05% | +404,958+14,959.7% | Added |
| Frontier Capital Management Co LLC | 408,347 | $58.4M | 0.55% | −316,977−43.7% | Reduced |
| HSBC Holdings PLC | 408,899 | $58.4M | 0.04% | +38,365+10.4% | Added |
| Amundi | 427,966 | $61.4M | 0.02% | +113,333+36.0% | Added |
| UBS Group AG | 435,170 | $62.2M | 0.01% | +172,283+65.5% | Added |
| Anomaly Capital Management, LP | 498,793 | $71.3M | 2.11% | −165,106−24.9% | Reduced |
| LSV Asset Management | 498,905 | $71.3M | 0.16% | −25,080−4.8% | Reduced |
| Victory Capital Management Inc | 531,308 | $75.9M | 0.07% | −33,587−5.9% | Reduced |
| UBS Asset Management Americas Inc | 558,270 | $79.8M | 0.02% | −484−0.1% | Reduced |
| Artemis Investment Management LLP | 571,681 | $81.7M | 1.16% | −14,038−2.4% | Reduced |
| JPMorgan Chase & Co | 575,962 | $82.3M | 0.01% | −217,220−27.4% | Reduced |
| Ameriprise Financial Inc | 578,115 | $82.6M | 0.02% | +212,394+58.1% | Added |
| Deutsche Bank AG | 604,378 | $86.4M | 0.03% | +59,761+11.0% | Added |
| Legal & General Group Plc | 687,257 | $98.2M | 0.03% | −37,367−5.2% | Reduced |
| Clearbridge Investments, LLC | 690,237 | $98.7M | 0.08% | +10,824+1.6% | Added |
| Loomis Sayles & Co L P | 721,068 | $103.1M | 0.13% | +59,092+8.9% | Added |
| Nuveen Asset Management, LLC | 750,869 | $107.3M | 0.03% | −3,994−0.5% | Reduced |
| Capital World Investors | 760,228 | $108.7M | 0.02% | −55,430−6.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 760,771 | $108.7M | 0.38% | +199,251+35.5% | Added |
| Charles Schwab Investment Management Inc | 833,498 | $119.1M | 0.02% | +47,656+6.1% | Added |
| Evercore Wealth Management, LLC | 845,326 | $120.8M | 1.81% | +8,341+1.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 860,990 | $123.1M | 0.26% | +45,499+5.6% | Added |
| Assetmark, Inc | 871,063 | $124.5M | 0.34% | +1,096+0.1% | Added |
| Alliancebernstein L.P. | 940,231 | $134.4M | 0.05% | −299,378−24.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 976,125 | $139.5M | 0.26% | +71,525+7.9% | Added |