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, Q1 2025
Institutional positions in Builders FirstSource, Inc. as of Mar 31, 2025. 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
- 786
- −19 vs. Q4 2024
- Shares held
- 109.4M
- +1.46M (+1.4%) vs. Q4 2024
- Total value
- $13.7B
- −$1.77B (−11.5%) vs. Q4 2024
- New holders
- 111
- 298 more added
- Sold out
- 130
- 294 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 41,970 | $5.24M | 0.01% | +2,580+6.5% | Added |
| Danske Bank A/S | 42,501 | $5.31M | 0.02% | −70,820−62.5% | Reduced |
| Firetrail Investments Pty Ltd | 43,335 | $5.47M | 1.59% | +1,593+3.8% | Added |
| Rafferty Asset Management, LLC | 43,977 | $5.49M | 0.02% | −1,800−3.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 44,295 | $5.54M | 0.05% | +217+0.5% | Added |
| Altus Wealth Group LLC | 45,021 | $5.62M | 2.63% | +4,549+11.2% | Added |
| Interval Partners, LP | 45,224 | $5.65M | 0.20% | +45,224 | New |
| Comerica Bank | 46,763 | $5.84M | 0.02% | +17,879+61.9% | Added |
| Asset Management One Co.,Ltd. | 47,339 | $5.91M | 0.02% | +2,089+4.6% | Added |
| Axxcess Wealth Management, LLC | 47,535 | $5.94M | 0.16% | +1,731+3.8% | Added |
| Cetera Investment Advisers | 49,223 | $6.15M | 0.01% | +9,323+23.4% | Added |
| CI Private Wealth, LLC | 49,613 | $6.20M | 0.01% | −6,942−12.3% | Reduced |
| Eagle Global Advisors LLC | 50,255 | $6.28M | 0.26% | +1,585+3.3% | Added |
| Alberta Investment Management Corp | 50,578 | $6.32M | 0.04% | +50,578 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,346 | $6.42M | 0.01% | +5,789+12.7% | Added |
| Treasurer of the State of North Carolina | 51,812 | $6.47M | 0.03% | −1,412−2.7% | Reduced |
| Mutual of America Capital Management LLC | 52,409 | $6.55M | 0.08% | +5,630+12.0% | Added |
| Mediolanum International Funds Ltd | 52,716 | $6.56M | 0.09% | −22,718−30.1% | Reduced |
| Polar Capital Holdings Plc | 52,688 | $6.58M | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,697 | $6.70M | 0.07% | +3,519+7.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 53,857 | $6.71M | 0.02% | −2,424−4.3% | Reduced |
| Susquehanna International Group, LLP | 54,113 | $6.76M | 0.01% | −17,519−24.5% | Reduced |
| Retirement Systems of Alabama | 54,255 | $6.78M | 0.03% | −187−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 56,051 | $6.83M | 0.01% | +1,376+2.5% | Added |
| Nomura Asset Management Co Ltd | 54,887 | $6.86M | 0.02% | +1,220+2.3% | Added |
| Mountain Lake Investment Management LLC | 55,284 | $6.91M | 6.50% | +18,917+52.0% | Added |
| PGGM Investments | 55,732 | $6.96M | 0.09% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 57,364 | $7.17M | 0.02% | +2,438+4.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 57,415 | $7.17M | 0.01% | +1,987+3.6% | Added |
| Mountaineer Partners Management, LLC | 58,211 | $7.27M | 6.96% | +2,336+4.2% | Added |
| Wedge Capital Management L L P | 58,219 | $7.27M | 0.14% | +9,054+18.4% | Added |
| Hudson Value Partners, LLC | 59,031 | $7.38M | 2.77% | −1,294−2.1% | Reduced |
| Mariner, LLC | 59,966 | $7.49M | 0.01% | +2,350+4.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 60,356 | $7.54M | 0.02% | −36−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 61,691 | $7.71M | 0.06% | +160+0.3% | Added |
| Kailix Advisors LLC | 63,155 | $7.89M | 8.87% | +5,690+9.9% | Added |
| Cambria Investment Management, L.P. | 64,366 | $8.04M | 0.56% | −6,534−9.2% | Reduced |
| SEI Investments Co | 64,987 | $8.11M | 0.01% | +12,606+24.1% | Added |
| Manufacturers Life Insurance Company, The | 66,791 | $8.34M | 0.01% | −2,070−3.0% | Reduced |
| Prudential Financial Inc | 67,361 | $8.42M | 0.01% | −3,119−4.4% | Reduced |
| Federated Hermes, Inc. | 69,235 | $8.65M | 0.02% | −27,162−28.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 69,442 | $8.68M | 0.02% | −38,058−35.4% | Reduced |
| Great West Life Assurance Co | 69,869 | $8.74M | 0.02% | −486−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 72,177 | $9.02M | 0.23% | +2,746+4.0% | Added |
| Allspring Global Investments Holdings, LLC | 72,065 | $9.05M | 0.02% | +47,201+189.8% | Added |
| Wilkinson Global Asset Management LLC | 73,746 | $9.21M | 0.58% | +1,658+2.3% | Added |
| National Bank of Canada | 75,969 | $9.49M | 0.01% | +21,225+38.8% | Added |
| Picton Mahoney Asset Management | 78,096 | $9.76M | 0.33% | −4,105−5.0% | Reduced |
| Standard Life Aberdeen plc | 79,455 | $9.81M | 0.02% | +33,443+72.7% | Added |
| State of Wisconsin Investment Board | 79,459 | $9.93M | 0.03% | +5,745+7.8% | Added |
| Millennium Management LLC | 79,978 | $9.99M | 0.01% | −46,272−36.7% | Reduced |
| Andra AP-fonden | 81,000 | $10.1M | 0.17% | −91,500−53.0% | Reduced |
| Korea Investment CORP | 81,170 | $10.1M | 0.02% | −24,899−23.5% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 82,445 | $10.3M | 0.38% | +82,445 | New |
| De Lisle Partners LLP | 82,501 | $10.3M | 1.71% | +4,000+5.1% | Added |
| Inherent Management Corp. | 84,297 | $10.5M | 6.41% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 84,300 | $10.5M | 0.15% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 85,750 | $10.7M | 0.60% | 00.0% | Unchanged |
| Man Group plc | 88,381 | $11.0M | 0.03% | −63,797−41.9% | Reduced |
| Jane Street Group, LLC | 91,138 | $11.4M | 0.02% | −116,672−56.1% | Reduced |
| Bank of Montreal | 91,726 | $11.5M | 0.01% | −20,765−18.5% | Reduced |
| Royce & Associates LP | 93,221 | $11.6M | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 95,000 | $11.9M | 0.05% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 99,763 | $12.5M | 1.46% | +38,346+62.4% | Added |
| Franklin Resources Inc | 102,433 | $12.8M | 0.00% | +43,879+74.9% | Added |
| 1832 Asset Management L.P. | 102,635 | $12.8M | 0.02% | +5,633+5.8% | Added |
| Distillate Capital Partners LLC | 103,085 | $12.9M | 0.66% | −9,600−8.5% | Reduced |
| Illinois Municipal Retirement Fund | 105,907 | $13.2M | 0.19% | −7,488−6.6% | Reduced |
| Whittier Trust Co | 106,828 | $13.3M | 0.19% | +2,075+2.0% | Added |
| Parnassus Investments | 107,970 | $13.5M | 0.03% | +107,970 | New |
| New York State Teachers Retirement System | 115,886 | $14.5M | 0.03% | −17,980−13.4% | Reduced |
| Hauser Brothers GmbH | 115,900 | $14.5M | 13.79% | +8,000+7.4% | Added |
| State Board of Administration of Florida Retirement System | 116,109 | $14.5M | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 116,611 | $14.6M | 0.21% | +24,360+26.4% | Added |
| New York State Common Retirement Fund | 118,028 | $14.7M | 0.02% | +13,364+12.8% | Added |
| Banque Transatlantique SA | 120,870 | $15.1M | 0.46% | −26,713−18.1% | Reduced |
| Canada Pension Plan Investment Board | 122,447 | $15.3M | 0.01% | +21,054+20.8% | Added |
| Punch & Associates Investment Management, Inc. | 122,462 | $15.3M | 1.00% | +6,871+5.9% | Added |
| Hudson Bay Capital Management LP | 131,241 | $16.4M | 0.10% | +60,144+84.6% | Added |
| Fred Alger Management, LLC | 133,484 | $16.7M | 0.09% | −123,916−48.1% | Reduced |
| Principal Financial Group Inc | 138,040 | $17.2M | 0.01% | −967−0.7% | Reduced |
| TD Asset Management Inc | 143,268 | $17.9M | 0.02% | +101,594+243.8% | Added |
| Tran Capital Management, L.P. | 145,719 | $18.2M | 2.45% | +92,004+171.3% | Added |
| Woodson Capital Management, LP | 150,000 | $18.7M | 4.28% | +60,000+66.7% | Added |
| Gotham Asset Management, LLC | 150,082 | $18.8M | 0.16% | +29,046+24.0% | Added |
| Tocqueville Asset Management L.P. | 152,136 | $19.0M | 0.31% | +29,206+23.8% | Added |
| Marshall Wace, LLP | 152,599 | $19.1M | 0.03% | −32,721−17.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 160,182 | $20.0M | 0.08% | +38,717+31.9% | Added |
| GoodHaven Capital Management, LLC | 167,720 | $21.0M | 7.10% | −4,810−2.8% | Reduced |
| HRT Financial LP | 168,703 | $21.1M | 0.13% | +168,703 | New |
| Russell Investments Group, Ltd. | 174,883 | $21.8M | 0.03% | −71,533−29.0% | Reduced |
| Cerity Partners LLC | 180,896 | $22.6M | 0.05% | +11,339+6.7% | Added |
| California State Teachers Retirement System | 182,801 | $22.8M | 0.03% | −242−0.1% | Reduced |
| AQR Capital Management LLC | 190,687 | $23.1M | 0.02% | −103,971−35.3% | Reduced |
| Fisher Asset Management, LLC | 187,252 | $23.4M | 0.01% | −9,239−4.7% | Reduced |
| Lodge Hill Capital, LLC | 191,880 | $24.0M | 5.67% | −67,350−26.0% | Reduced |
| California Public Employees Retirement System | 192,592 | $24.1M | 0.02% | −7,396−3.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 196,386 | $24.5M | 0.05% | +145,106+283.0% | Added |
| Stifel Financial Corp | 198,701 | $24.8M | 0.03% | +23,950+13.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 199,029 | $24.9M | 0.02% | +20,651+11.6% | Added |