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 |
|---|---|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. | 138,055 | $19.7M | 0.18% | −50,330−26.7% | Reduced |
| New York State Teachers Retirement System | 133,866 | $19.1M | 0.04% | −272−0.2% | Reduced |
| AustralianSuper Pty Ltd | 129,118 | $18.5M | 0.09% | +10,027+8.4% | Added |
| Millennium Management LLC | 126,250 | $18.0M | 0.02% | −558,046−81.6% | Reduced |
| Tocqueville Asset Management L.P. | 122,930 | $17.6M | 0.28% | +36,359+42.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 121,465 | $17.4M | 0.07% | +20,242+20.0% | Added |
| Gotham Asset Management, LLC | 121,036 | $17.3M | 0.16% | +7,255+6.4% | Added |
| State Board of Administration of Florida Retirement System | 116,109 | $16.6M | 0.03% | −18,941−14.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 115,591 | $16.5M | 0.90% | −1,119−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 113,395 | $16.2M | 0.23% | +1,145+1.0% | Added |
| Danske Bank A/S | 113,321 | $16.2M | 0.05% | +67,820+149.1% | Added |
| Distillate Capital Partners LLC | 112,685 | $16.1M | 0.79% | +112,685 | New |
| Bank of Montreal | 112,491 | $16.1M | 0.01% | −31,746−22.0% | Reduced |
| Hauser Brothers GmbH | 107,900 | $15.4M | 11.03% | +32,000+42.2% | Added |
| Adage Capital Partners GP, L.L.C. | 107,500 | $15.4M | 0.03% | +19,700+22.4% | Added |
| Schonfeld Strategic Advisors LLC | 106,126 | $15.2M | 0.10% | +77,844+275.2% | Added |
| Korea Investment CORP | 106,069 | $15.2M | 0.04% | −26,700−20.1% | Reduced |
| Lord, Abbett & Co. LLC | 105,989 | $15.1M | 0.05% | −2,791−2.6% | Reduced |
| Whittier Trust Co | 104,753 | $15.0M | 0.20% | −11,877−10.2% | Reduced |
| New York State Common Retirement Fund | 104,664 | $15.0M | 0.02% | +43,854+72.1% | Added |
| Trexquant Investment LP | 103,409 | $14.8M | 0.17% | +103,409 | New |
| Canada Pension Plan Investment Board | 101,393 | $14.5M | 0.01% | +7,855+8.4% | Added |
| 1832 Asset Management L.P. | 97,002 | $13.9M | 0.02% | −41,201−29.8% | Reduced |
| Federated Hermes, Inc. | 96,397 | $13.8M | 0.03% | −2,861−2.9% | Reduced |
| STRS Ohio | 95,000 | $13.6M | 0.05% | −6,380−6.3% | Reduced |
| Royce & Associates LP | 93,221 | $13.3M | 0.12% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 92,989 | $13.3M | 0.06% | +88,659+2,047.6% | Added |
| Achmea Investment Management B.V. | 92,251 | $13.2M | 0.22% | −9,989−9.8% | Reduced |
| Woodson Capital Management, LP | 90,000 | $12.9M | 2.44% | −23,058−20.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 87,287 | $12.5M | 0.34% | −2,014−2.3% | Reduced |
| Kames Capital plc | 87,245 | $12.5M | 0.16% | −3,212−3.6% | Reduced |
| PEAK6 LLC | 86,359 | $12.3M | 0.48% | +86,359 | New |
| Paradigm Capital Management Inc | 85,750 | $12.3M | 0.57% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 84,300 | $12.0M | 0.16% | +51,800+159.4% | Added |
| Inherent Management Corp. | 84,297 | $12.0M | 9.72% | +84,297 | New |
| Picton Mahoney Asset Management | 82,201 | $11.7M | 0.45% | −22,386−21.4% | Reduced |
| De Lisle Partners LLP | 78,501 | $11.2M | 1.65% | +3,500+4.7% | Added |
| Mediolanum International Funds Ltd | 75,434 | $10.8M | 0.14% | −30,898−29.1% | Reduced |
| State of Wisconsin Investment Board | 73,714 | $10.5M | 0.03% | −21,865−22.9% | Reduced |
| Wilkinson Global Asset Management LLC | 72,088 | $10.3M | 0.63% | +2,144+3.1% | Added |
| Susquehanna International Group, LLP | 71,632 | $10.2M | 0.02% | −6,262−8.0% | Reduced |
| Hudson Bay Capital Management LP | 71,097 | $10.2M | 0.06% | +14,597+25.8% | Added |
| Cambria Investment Management, L.P. | 70,900 | $10.1M | 0.62% | +4,544+6.8% | Added |
| Prudential Financial Inc | 70,480 | $10.1M | 0.01% | −10,358−12.8% | Reduced |
| Great West Life Assurance Co | 70,355 | $10.1M | 0.02% | −1,973−2.7% | Reduced |
| Renaissance Technologies LLC | 69,641 | $9.95M | 0.01% | +69,641 | New |
| Whittier Trust Co of Nevada Inc | 69,431 | $9.92M | 0.24% | −4,463−6.0% | Reduced |
| Manufacturers Life Insurance Company, The | 68,861 | $9.84M | 0.01% | −825−1.2% | Reduced |
| Hook Mill Capital Partners, LP | 66,030 | $9.44M | 0.96% | +4,024+6.5% | Added |
| Arrowstreet Capital, Limited Partnership | 62,511 | $8.93M | 0.01% | −225,056−78.3% | Reduced |
| Silvercrest Asset Management Group LLC | 61,531 | $8.79M | 0.06% | +61,531 | New |
| KLCM Advisors, Inc. | 61,417 | $8.78M | 1.02% | −1,293−2.1% | Reduced |
| Teacher Retirement System of Texas | 61,008 | $8.72M | 0.03% | +1,199+2.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 60,392 | $8.63M | 0.03% | −2,045−3.3% | Reduced |
| Hudson Value Partners, LLC | 60,325 | $8.62M | 3.21% | +1,033+1.7% | Added |
| Capital Fund Management S.A. | 60,238 | $8.61M | 0.09% | +60,238 | New |
| Bamco Inc | 60,173 | $8.60M | 0.02% | −127,271−67.9% | Reduced |
| Franklin Resources Inc | 58,554 | $8.37M | 0.00% | −50,832−46.5% | Reduced |
| Mariner, LLC | 57,616 | $8.24M | 0.01% | +3,875+7.2% | Added |
| Hodges Capital Management Inc. | 57,485 | $8.22M | 0.49% | +13,704+31.3% | Added |
| Kailix Advisors LLC | 57,465 | $8.21M | 6.88% | +57,465 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 56,281 | $8.13M | 0.03% | +6,855+13.9% | Added |
| CI Private Wealth, LLC | 56,555 | $8.08M | 0.01% | −1,129−2.0% | Reduced |
| Mountaineer Partners Management, LLC | 55,875 | $7.99M | 5.85% | 00.0% | Unchanged |
| PGGM Investments | 55,732 | $7.97M | 0.11% | +520+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,428 | $7.92M | 0.02% | −2,087−3.6% | Reduced |
| Royal London Asset Management Ltd | 54,926 | $7.85M | 0.02% | +5,204+10.5% | Added |
| DekaBank Deutsche Girozentrale | 54,675 | $7.83M | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 54,744 | $7.82M | 0.01% | +6,264+12.9% | Added |
| DnB Asset Management AS | 54,726 | $7.82M | 0.03% | −46,990−46.2% | Reduced |
| Retirement Systems of Alabama | 54,442 | $7.78M | 0.03% | −535−1.0% | Reduced |
| Tran Capital Management, L.P. | 53,715 | $7.68M | 0.87% | +53,715 | New |
| Nomura Asset Management Co Ltd | 53,667 | $7.67M | 0.02% | −1,612−2.9% | Reduced |
| Treasurer of the State of North Carolina | 53,224 | $7.61M | 0.03% | −1,956−3.5% | Reduced |
| Polar Capital Holdings Plc | 52,688 | $7.53M | 0.04% | +52,688 | New |
| SEI Investments Co | 52,381 | $7.49M | 0.01% | +10,338+24.6% | Added |
| Caisse de Depot Et Placement du Quebec | 51,280 | $7.33M | 0.02% | −12,956−20.2% | Reduced |
| Vinva Investment Management Ltd | 50,956 | $7.31M | 0.29% | +42,397+495.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,178 | $7.17M | 0.08% | +479+1.0% | Added |
| Kovitz Investment Group Partners, LLC | 50,042 | $7.15M | 0.04% | −1,356−2.6% | Reduced |
| Wedge Capital Management L L P | 49,165 | $7.03M | 0.13% | −3,705−7.0% | Reduced |
| Eagle Global Advisors LLC | 48,670 | $6.96M | 0.28% | −4,165−7.9% | Reduced |
| Public Employees Retirement System of Ohio | 47,422 | $6.78M | 0.02% | −10,024−17.4% | Reduced |
| Mutual of America Capital Management LLC | 46,779 | $6.69M | 0.07% | +2,003+4.5% | Added |
| Verition Fund Management LLC | 46,270 | $6.61M | 0.03% | +15,608+50.9% | Added |
| Standard Life Aberdeen plc | 46,012 | $6.58M | 0.01% | +7,809+20.4% | Added |
| Asset Management One Co.,Ltd. | 45,250 | $6.56M | 0.02% | −60.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,865 | $6.55M | 0.02% | +43,012+1,507.6% | Added |
| Axxcess Wealth Management, LLC | 45,804 | $6.55M | 0.16% | +599+1.3% | Added |
| Rafferty Asset Management, LLC | 45,777 | $6.54M | 0.02% | +7,180+18.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 45,557 | $6.51M | 0.01% | +45,557 | New |
| Toronto Dominion Bank | 44,898 | $6.42M | 0.01% | +5,170+13.0% | Added |
| Teachers Retirement System of the State of Kentucky | 44,078 | $6.30M | 0.06% | −7,554−14.6% | Reduced |
| Swedbank AB | 43,014 | $6.15M | 0.01% | −2,451−5.4% | Reduced |
| State of New Jersey Common Pension Fund D | 42,470 | $6.07M | 0.02% | −2,225−5.0% | Reduced |
| Engineers Gate Manager LP | 42,294 | $6.05M | 0.11% | +42,294 | New |
| Nilsine Partners, LLC | 41,973 | $6.00M | 0.64% | −194−0.5% | Reduced |
| Firetrail Investments Pty Ltd | 41,742 | $5.99M | 1.79% | +3,603+9.4% | Added |
| TD Asset Management Inc | 41,674 | $5.96M | 0.01% | −5,838−12.3% | Reduced |
| KLP Kapitalforvaltning AS | 41,600 | $5.95M | 0.03% | +41,600 | New |