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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 152,136 | $19.0M | 0.31% | +29,206+23.8% | Added |
| Gotham Asset Management, LLC | 150,082 | $18.8M | 0.16% | +29,046+24.0% | Added |
| Woodson Capital Management, LP | 150,000 | $18.7M | 4.28% | +60,000+66.7% | Added |
| Tran Capital Management, L.P. | 145,719 | $18.2M | 2.45% | +92,004+171.3% | Added |
| TD Asset Management Inc | 143,268 | $17.9M | 0.02% | +101,594+243.8% | Added |
| Principal Financial Group Inc | 138,040 | $17.2M | 0.01% | −967−0.7% | Reduced |
| Fred Alger Management, LLC | 133,484 | $16.7M | 0.09% | −123,916−48.1% | Reduced |
| Hudson Bay Capital Management LP | 131,241 | $16.4M | 0.10% | +60,144+84.6% | Added |
| Punch & Associates Investment Management, Inc. | 122,462 | $15.3M | 1.00% | +6,871+5.9% | Added |
| Canada Pension Plan Investment Board | 122,447 | $15.3M | 0.01% | +21,054+20.8% | Added |
| Banque Transatlantique SA | 120,870 | $15.1M | 0.46% | −26,713−18.1% | Reduced |
| New York State Common Retirement Fund | 118,028 | $14.7M | 0.02% | +13,364+12.8% | Added |
| Achmea Investment Management B.V. | 116,611 | $14.6M | 0.21% | +24,360+26.4% | Added |
| State Board of Administration of Florida Retirement System | 116,109 | $14.5M | 0.03% | 00.0% | Unchanged |
| Hauser Brothers GmbH | 115,900 | $14.5M | 13.79% | +8,000+7.4% | Added |
| New York State Teachers Retirement System | 115,886 | $14.5M | 0.03% | −17,980−13.4% | Reduced |
| Parnassus Investments | 107,970 | $13.5M | 0.03% | +107,970 | New |
| Whittier Trust Co | 106,828 | $13.3M | 0.19% | +2,075+2.0% | Added |
| Illinois Municipal Retirement Fund | 105,907 | $13.2M | 0.19% | −7,488−6.6% | Reduced |
| Distillate Capital Partners LLC | 103,085 | $12.9M | 0.66% | −9,600−8.5% | Reduced |
| 1832 Asset Management L.P. | 102,635 | $12.8M | 0.02% | +5,633+5.8% | Added |
| Franklin Resources Inc | 102,433 | $12.8M | 0.00% | +43,879+74.9% | Added |
| KLCM Advisors, Inc. | 99,763 | $12.5M | 1.46% | +38,346+62.4% | Added |
| STRS Ohio | 95,000 | $11.9M | 0.05% | 00.0% | Unchanged |
| Royce & Associates LP | 93,221 | $11.6M | 0.13% | 00.0% | Unchanged |
| Bank of Montreal | 91,726 | $11.5M | 0.01% | −20,765−18.5% | Reduced |
| Jane Street Group, LLC | 91,138 | $11.4M | 0.02% | −116,672−56.1% | Reduced |
| Man Group plc | 88,381 | $11.0M | 0.03% | −63,797−41.9% | Reduced |
| Paradigm Capital Management Inc | 85,750 | $10.7M | 0.60% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 84,300 | $10.5M | 0.15% | 00.0% | Unchanged |
| Inherent Management Corp. | 84,297 | $10.5M | 6.41% | 00.0% | Unchanged |
| De Lisle Partners LLP | 82,501 | $10.3M | 1.71% | +4,000+5.1% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 82,445 | $10.3M | 0.38% | +82,445 | New |
| Korea Investment CORP | 81,170 | $10.1M | 0.02% | −24,899−23.5% | Reduced |
| Andra AP-fonden | 81,000 | $10.1M | 0.17% | −91,500−53.0% | Reduced |
| Millennium Management LLC | 79,978 | $9.99M | 0.01% | −46,272−36.7% | Reduced |
| State of Wisconsin Investment Board | 79,459 | $9.93M | 0.03% | +5,745+7.8% | Added |
| Standard Life Aberdeen plc | 79,455 | $9.81M | 0.02% | +33,443+72.7% | Added |
| Picton Mahoney Asset Management | 78,096 | $9.76M | 0.33% | −4,105−5.0% | Reduced |
| National Bank of Canada | 75,969 | $9.49M | 0.01% | +21,225+38.8% | Added |
| Wilkinson Global Asset Management LLC | 73,746 | $9.21M | 0.58% | +1,658+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 72,065 | $9.05M | 0.02% | +47,201+189.8% | Added |
| Whittier Trust Co of Nevada Inc | 72,177 | $9.02M | 0.23% | +2,746+4.0% | Added |
| Great West Life Assurance Co | 69,869 | $8.74M | 0.02% | −486−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 69,442 | $8.68M | 0.02% | −38,058−35.4% | Reduced |
| Federated Hermes, Inc. | 69,235 | $8.65M | 0.02% | −27,162−28.2% | Reduced |
| Prudential Financial Inc | 67,361 | $8.42M | 0.01% | −3,119−4.4% | Reduced |
| Manufacturers Life Insurance Company, The | 66,791 | $8.34M | 0.01% | −2,070−3.0% | Reduced |
| SEI Investments Co | 64,987 | $8.11M | 0.01% | +12,606+24.1% | Added |
| Cambria Investment Management, L.P. | 64,366 | $8.04M | 0.56% | −6,534−9.2% | Reduced |
| Kailix Advisors LLC | 63,155 | $7.89M | 8.87% | +5,690+9.9% | Added |
| Silvercrest Asset Management Group LLC | 61,691 | $7.71M | 0.06% | +160+0.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 60,356 | $7.54M | 0.02% | −36−0.1% | Reduced |
| Mariner, LLC | 59,966 | $7.49M | 0.01% | +2,350+4.1% | Added |
| Hudson Value Partners, LLC | 59,031 | $7.38M | 2.77% | −1,294−2.1% | Reduced |
| Wedge Capital Management L L P | 58,219 | $7.27M | 0.14% | +9,054+18.4% | Added |
| Mountaineer Partners Management, LLC | 58,211 | $7.27M | 6.96% | +2,336+4.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 57,415 | $7.17M | 0.01% | +1,987+3.6% | Added |
| Royal London Asset Management Ltd | 57,364 | $7.17M | 0.02% | +2,438+4.4% | Added |
| PGGM Investments | 55,732 | $6.96M | 0.09% | 00.0% | Unchanged |
| Mountain Lake Investment Management LLC | 55,284 | $6.91M | 6.50% | +18,917+52.0% | Added |
| Nomura Asset Management Co Ltd | 54,887 | $6.86M | 0.02% | +1,220+2.3% | Added |
| DekaBank Deutsche Girozentrale | 56,051 | $6.83M | 0.01% | +1,376+2.5% | Added |
| Retirement Systems of Alabama | 54,255 | $6.78M | 0.03% | −187−0.3% | Reduced |
| Susquehanna International Group, LLP | 54,113 | $6.76M | 0.01% | −17,519−24.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 53,857 | $6.71M | 0.02% | −2,424−4.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,697 | $6.70M | 0.07% | +3,519+7.0% | Added |
| Polar Capital Holdings Plc | 52,688 | $6.58M | 0.04% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 52,716 | $6.56M | 0.09% | −22,718−30.1% | Reduced |
| Mutual of America Capital Management LLC | 52,409 | $6.55M | 0.08% | +5,630+12.0% | Added |
| Treasurer of the State of North Carolina | 51,812 | $6.47M | 0.03% | −1,412−2.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,346 | $6.42M | 0.01% | +5,789+12.7% | Added |
| Alberta Investment Management Corp | 50,578 | $6.32M | 0.04% | +50,578 | New |
| Eagle Global Advisors LLC | 50,255 | $6.28M | 0.26% | +1,585+3.3% | Added |
| CI Private Wealth, LLC | 49,613 | $6.20M | 0.01% | −6,942−12.3% | Reduced |
| Cetera Investment Advisers | 49,223 | $6.15M | 0.01% | +9,323+23.4% | Added |
| Axxcess Wealth Management, LLC | 47,535 | $5.94M | 0.16% | +1,731+3.8% | Added |
| Asset Management One Co.,Ltd. | 47,339 | $5.91M | 0.02% | +2,089+4.6% | Added |
| Comerica Bank | 46,763 | $5.84M | 0.02% | +17,879+61.9% | Added |
| Interval Partners, LP | 45,224 | $5.65M | 0.20% | +45,224 | New |
| Altus Wealth Group LLC | 45,021 | $5.62M | 2.63% | +4,549+11.2% | Added |
| Teachers Retirement System of the State of Kentucky | 44,295 | $5.54M | 0.05% | +217+0.5% | Added |
| Rafferty Asset Management, LLC | 43,977 | $5.49M | 0.02% | −1,800−3.9% | Reduced |
| Firetrail Investments Pty Ltd | 43,335 | $5.47M | 1.59% | +1,593+3.8% | Added |
| Danske Bank A/S | 42,501 | $5.31M | 0.02% | −70,820−62.5% | Reduced |
| Macquarie Group Ltd | 41,970 | $5.24M | 0.01% | +2,580+6.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,613 | $5.20M | 0.01% | +520+1.3% | Added |
| Investment House LLC | 40,663 | $5.08M | 0.29% | +21,706+114.5% | Added |
| Public Employees Retirement System of Ohio | 40,457 | $5.05M | 0.02% | −6,965−14.7% | Reduced |
| Toronto Dominion Bank | 40,361 | $5.04M | 0.01% | −4,537−10.1% | Reduced |
| Stratos Wealth Partners, LTD. | 40,153 | $5.02M | 0.08% | +3,882+10.7% | Added |
| ExodusPoint Capital Management, LP | 38,450 | $4.80M | 0.06% | +38,450 | New |
| Lingohr & Partner Asset Management GmbH | 38,283 | $4.78M | 1.20% | +38,283 | New |
| State of New Jersey Common Pension Fund D | 37,727 | $4.71M | 0.02% | −4,743−11.2% | Reduced |
| Highland Capital Management, LLC | 37,390 | $4.67M | 0.28% | −300−0.8% | Reduced |
| Candriam Luxembourg S.C.A. | 36,857 | $4.60M | 0.03% | +3,244+9.7% | Added |
| KLP Kapitalforvaltning AS | 36,800 | $4.60M | 0.02% | −4,800−11.5% | Reduced |
| Quantinno Capital Management LP | 36,217 | $4.53M | 0.03% | +4,875+15.6% | Added |
| Resona Asset Management Co.,Ltd. | 35,773 | $4.47M | 0.03% | −1,040−2.8% | Reduced |
| Argent Capital Management LLC | 35,392 | $4.42M | 0.14% | −1,560−4.2% | Reduced |