Builders FirstSource, Inc.
BLDR- 交易所
- NYSE
- 產業
- Retail-Lumber & Other Building Materials Dealers
- SEC CIK
- 0001316835
近 90 天，Builders FirstSource, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 671 家機構在 13F 申報持有，市值合計 $96.3 億；D1 資本、Semper Augustus等 3 位大師持有。
2023 年第 1 季 13F 持有人
Builders FirstSource, Inc. 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 544
- 較 2022 年第 4 季 +31 家
- 持有股數
- 1.30 億
- 較 2022 年第 4 季 −908.4 萬 (−6.5%)
- 總市值
- $114.9 億
- 較 2022 年第 4 季 +$24.6 億 (+27.3%)
- 新進機構
- 98
- 另有 160 家加碼
- 清倉機構
- 67
- 另有 224 家減碼
另有 5 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BLDR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 671 | $96.3 億 |
| 2026 年第 1 季 | 726 | $87.4 億 |
| 2025 年第 4 季 | 768 | $108.3 億 |
| 2025 年第 3 季 | 778 | $135.9 億 |
| 2025 年第 2 季 | 776 | $126.7 億 |
| 2025 年第 1 季 | 786 | $136.6 億 |
| 2024 年第 4 季 | 819 | $155.5 億 |
| 2024 年第 3 季 | 832 | $213.9 億 |
| 2024 年第 2 季 | 776 | $150.8 億 |
| 2024 年第 1 季 | 859 | $233.6 億 |
| 2023 年第 4 季 | 745 | $192.7 億 |
| 2023 年第 3 季 | 675 | $145.6 億 |
| 2023 年第 2 季 | 662 | $161.3 億 |
| 2023 年第 1 季 | 544 | $114.9 億 |
| 2022 年第 4 季 | 518 | $90.3 億 |
| 2022 年第 3 季 | 490 | $88.1 億 |
| 2022 年第 2 季 | 491 | $85.8 億 |
| 2022 年第 1 季 | 509 | $110.6 億 |
| 2021 年第 4 季 | 494 | $150.2 億 |
| 2021 年第 3 季 | 404 | $105.0 億 |
| 2021 年第 2 季 | 403 | $87.5 億 |
| 2021 年第 1 季 | 380 | $95.8 億 |
2023 年第 1 季持有機構
每家機構持有 Builders FirstSource, Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,500,378 | $12.9 億 | 0.03% | −126,068−0.9% | 減碼 |
| BlackRock Inc. | 13,710,387 | $12.2 億 | 0.04% | −424,416−3.0% | 減碼 |
| Wellington Management Group LLP | 13,193,261 | $11.7 億 | 0.23% | −16,259−0.1% | 減碼 |
| FMR LLC | 10,469,993 | $9.30 億 | 0.09% | −509,538−4.6% | 減碼 |
| State Street Corp | 4,552,723 | $4.04 億 | 0.02% | +17,357+0.4% | 加碼 |
| Dimensional Fund Advisors LP | 4,376,602 | $3.89 億 | 0.13% | −166,261−3.7% | 減碼 |
| William Blair Investment Management, LLC | 4,118,744 | $3.66 億 | 1.27% | −273,194−6.2% | 減碼 |
| Pacer Advisors, Inc. | 2,350,245 | $2.09 億 | 0.89% | −99,553−4.1% | 減碼 |
| Geode Capital Management, LLC | 2,138,839 | $1.91 億 | 0.02% | +35,562+1.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,675,551 | $1.49 億 | 0.25% | −448,488−21.1% | 減碼 |
| Assetmark, Inc | 1,626,645 | $1.44 億 | 0.60% | −13,658−0.8% | 減碼 |
| Anomaly Capital Management, LP | 1,547,725 | $1.37 億 | 6.05% | +236,974+18.1% | 加碼 |
| Dendur Capital LP | 1,507,355 | $1.34 億 | 23.13% | −250,000−14.2% | 減碼 |
| Frontier Capital Management Co LLC | 1,507,341 | $1.34 億 | 1.38% | −999,005−39.9% | 減碼 |
| Bank of New York Mellon Corp | 1,465,231 | $1.30 億 | 0.03% | −14,413−1.0% | 減碼 |
| AQR Capital Management LLC | 1,451,576 | $1.26 億 | 0.28% | −453,194−23.8% | 減碼 |
| Robotti Robert | 1,365,622 | $1.21 億 | 21.35% | −232,719−14.6% | 減碼 |
| Norges Bank | 1,315,973 | $1.17 億 | 0.03% | −91,058−6.5% | 減碼 |
| Southpoint Capital Advisors LP | 1,300,000 | $1.15 億 | 2.62% | +500,000+62.5% | 加碼 |
| Conifer Management, L.L.C. | 1,200,000 | $1.07 億 | 12.79% | −800,000−40.0% | 減碼 |
| Massachusetts Financial Services Co | 1,136,383 | $1.01 億 | 0.03% | −285,280−20.1% | 減碼 |
| Morgan Stanley | 1,134,729 | $1.01 億 | 0.01% | −313,950−21.7% | 減碼 |
| Boston Partners | 1,122,536 | $9,937 萬 | 0.14% | +5,703+0.5% | 加碼 |
| Northern Trust Corp | 1,095,255 | $9,724 萬 | 0.02% | −10,778−1.0% | 減碼 |
| Renaissance Technologies LLC | 973,841 | $8,646 萬 | 0.11% | +248,100+34.2% | 加碼 |
| Evercore Wealth Management, LLC | 934,842 | $8,300 萬 | 1.65% | −143,408−13.3% | 減碼 |
| Charles Schwab Investment Management Inc | 870,744 | $7,730 萬 | 0.02% | +5,344+0.6% | 加碼 |
| Invesco Ltd. | 822,093 | $7,299 萬 | 0.02% | −593,635−41.9% | 減碼 |
| Alliancebernstein L.P. | 817,427 | $7,257 萬 | 0.03% | −127,891−13.5% | 減碼 |
| Artemis Investment Management LLP | 811,186 | $7,187 萬 | 0.88% | +388,835+92.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 765,089 | $6,792 萬 | 1.07% | +89,881+13.3% | 加碼 |
| Capital World Investors | 760,228 | $6,749 萬 | 0.01% | 00.0% | 不變 |
| Westfield Capital Management Co LP | 731,158 | $6,491 萬 | 0.46% | +731,158 | 新進 |
| Price T Rowe Associates Inc | 723,468 | $6,423 萬 | 0.01% | −53,181−6.8% | 減碼 |
| JPMorgan Chase & Co | 680,473 | $6,041 萬 | 0.01% | +128,673+23.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 653,813 | $5,805 萬 | 0.14% | −122,875−15.8% | 減碼 |
| Samlyn Capital, LLC | 620,908 | $5,512 萬 | 1.01% | −358,748−36.6% | 減碼 |
| Nuveen Asset Management, LLC | 607,598 | $5,394 萬 | 0.02% | −34,475−5.4% | 減碼 |
| Principal Financial Group Inc | 582,315 | $5,170 萬 | 0.04% | +5,199+0.9% | 加碼 |
| Goldentree Asset Management LP | 532,752 | $4,730 萬 | 4.43% | −113,984−17.6% | 減碼 |
| Bank of America Corp | 526,461 | $4,674 萬 | 0.01% | +231,229+78.3% | 加碼 |
| Neuberger Berman Group LLC | 515,031 | $4,572 萬 | 0.04% | +234,079+83.3% | 加碼 |
| Hyperion Capital Advisors LP | 500,000 | $4,439 萬 | 21.32% | −200,000−28.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 487,350 | $4,327 萬 | 0.70% | −106,020−17.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 485,578 | $4,311 萬 | 0.06% | +485,578 | 新進 |
| Victory Capital Management Inc | 477,846 | $4,242 萬 | 0.05% | +13,005+2.8% | 加碼 |
| LSV Asset Management | 456,900 | $4,056 萬 | 0.09% | −3,900−0.8% | 減碼 |
| Lord, Abbett & Co. LLC | 442,591 | $3,929 萬 | 0.14% | +442,591 | 新進 |
| Rit Capital Partners PLC | 440,722 | $3,912 萬 | 13.19% | −212,928−32.6% | 減碼 |
| Rhumbline Advisers | 436,476 | $3,875 萬 | 0.05% | −9,293−2.1% | 減碼 |
| Cookson Peirce & Co Inc | 416,261 | $3,696 萬 | 2.37% | +4,403+1.1% | 加碼 |
| First Trust Advisors LP | 410,539 | $3,645 萬 | 0.04% | −99,458−19.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 389,432 | $3,457 萬 | 0.20% | −13,958−3.5% | 減碼 |
| Stadium Capital Management LLC | 387,140 | $3,437 萬 | 23.33% | −45,600−10.5% | 減碼 |
| Woodson Capital Management, LP | 370,000 | $3,285 萬 | 5.79% | −90,000−19.6% | 減碼 |
| Retirement Systems of Alabama | 347,540 | $3,085 萬 | 0.13% | −22,515−6.1% | 減碼 |
| Deutsche Bank AG | 344,566 | $3,059 萬 | 0.02% | −13,608−3.8% | 減碼 |
| Commerce Bank | 344,263 | $3,056 萬 | 0.24% | +344,263 | 新進 |
| Brandywine Global Investment Management, LLC | 337,418 | $2,996 萬 | 0.24% | −3,673−1.1% | 減碼 |
| Goldman Sachs Group Inc | 334,946 | $2,974 萬 | 0.01% | −386,256−53.6% | 減碼 |
| Legal & General Group Plc | 334,034 | $2,966 萬 | 0.01% | +7,803+2.4% | 加碼 |
| Swiss National Bank | 315,287 | $2,799 萬 | 0.02% | −61,600−16.3% | 減碼 |
| Ameriprise Financial Inc | 310,447 | $2,756 萬 | 0.01% | −30,442−8.9% | 減碼 |
| Hill City Capital, LP | 300,000 | $2,663 萬 | 5.23% | 00.0% | 不變 |
| JB Capital Partners LP | 292,265 | $2,595 萬 | 6.43% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 291,817 | $2,591 萬 | 0.08% | −30,749−9.5% | 減碼 |
| Driehaus Capital Management LLC | 289,201 | $2,568 萬 | 0.36% | +199,583+222.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 286,975 | $2,548 萬 | 0.05% | −126,156−30.5% | 減碼 |
| California Public Employees Retirement System | 284,634 | $2,527 萬 | 0.02% | −59,989−17.4% | 減碼 |
| Balyasny Asset Management LLC | 276,943 | $2,459 萬 | 0.08% | +276,943 | 新進 |
| Fisher Asset Management, LLC | 276,660 | $2,456 萬 | 0.01% | +47,539+20.7% | 加碼 |
| Soapstone Management L.P. | 260,000 | $2,308 萬 | 10.31% | −35,000−11.9% | 減碼 |
| RBF Capital, LLC | 258,711 | $2,297 萬 | 1.67% | 00.0% | 不變 |
| American Century Companies Inc | 243,718 | $2,162 萬 | 0.02% | −61,686−20.2% | 減碼 |
| UBS Asset Management Americas Inc | 242,037 | $2,149 萬 | 0.01% | −9,108−3.6% | 減碼 |
| Millennium Management LLC | 241,123 | $2,141 萬 | 0.02% | +21,457+9.8% | 加碼 |
| Royce & Associates LP | 239,072 | $2,122 萬 | 0.21% | −89,630−27.3% | 減碼 |
| Pictet Asset Management SA | 233,785 | $2,076 萬 | 0.03% | −338,287−59.1% | 減碼 |
| New York State Common Retirement Fund | 229,569 | $2,038 萬 | 0.03% | −17,271−7.0% | 減碼 |
| American International Group, Inc. | 227,072 | $2,016 萬 | 0.13% | −2,128−0.9% | 減碼 |
| Amundi | 231,587 | $1,991 萬 | 0.01% | −41,523−15.2% | 減碼 |
| New York State Teachers Retirement System | 219,970 | $1,953 萬 | 0.05% | −3,986−1.8% | 減碼 |
| Ensign Peak Advisors, Inc | 210,330 | $1,867 萬 | 0.04% | −64,936−23.6% | 減碼 |
| Man Group plc | – | $1,857 萬 | 0.07% | – | – |
| Mutual of America Capital Management LLC | 205,357 | $1,823 萬 | 0.22% | −4,709−2.2% | 減碼 |
| Scopus Asset Management, L.P. | 195,000 | $1,731 萬 | 0.64% | −80,000−29.1% | 減碼 |
| Punch & Associates Investment Management, Inc. | 189,888 | $1,686 萬 | 1.09% | −17,292−8.3% | 減碼 |
| California State Teachers Retirement System | 182,765 | $1,623 萬 | 0.02% | −11,455−5.9% | 減碼 |
| Cerity Partners LLC | 182,731 | $1,622 萬 | 0.08% | +182,731 | 新進 |
| Hodges Capital Management Inc. | 133,336 | $1,591 萬 | 1.30% | −66,923−33.4% | 減碼 |
| Point72 Asset Management, L.P. | 178,371 | $1,584 萬 | 0.06% | +178,371 | 新進 |
| Royal Bank of Canada | 174,551 | $1,550 萬 | 0.00% | +44,395+34.1% | 加碼 |
| Panagora Asset Management Inc | 173,151 | $1,537 萬 | 0.10% | +165,879+2,281.1% | 加碼 |
| GoodHaven Capital Management, LLC | 172,440 | $1,531 萬 | 9.85% | −600.0% | 減碼 |
| Franklin Resources Inc | 171,106 | $1,519 萬 | 0.01% | −57,307−25.1% | 減碼 |
| Bridgeway Capital Management, LLC | 166,000 | $1,474 萬 | 0.39% | −60,900−26.8% | 減碼 |
| Bridgewater Associates, LP | 160,797 | $1,428 萬 | 0.09% | +20,926+15.0% | 加碼 |
| 683 Capital Management, LLC | 160,000 | $1,420 萬 | 1.27% | −80,000−33.3% | 減碼 |
| Wells Fargo & Company | 159,334 | $1,415 萬 | 0.00% | −33,930−17.6% | 減碼 |
| Thornburg Investment Management Inc | 157,124 | $1,395 萬 | 0.23% | −28,649−15.4% | 減碼 |