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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 70,487 | $613.0 萬 | 0.01% | −1,223−1.7% | 減碼 |
| ACK Asset Management LLC | 70,033 | $621.8 萬 | 0.95% | −31,167−30.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 71,873 | $638.1 萬 | 0.06% | −4,935−6.4% | 減碼 |
| Stifel Financial Corp | 74,676 | $663.0 萬 | 0.01% | −6,777−8.3% | 減碼 |
| Smith, Graham & Co., Investment Advisors, LP | 76,384 | $678.1 萬 | 0.82% | −1,853−2.4% | 減碼 |
| Yousif Capital Management, LLC | 76,751 | $681.4 萬 | 0.09% | −305−0.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 77,437 | $687.5 萬 | 0.25% | +3,238+4.4% | 加碼 |
| Public Employees Retirement System of Ohio | 77,570 | $688.7 萬 | 0.03% | +3,020+4.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 80,482 | $714.5 萬 | 0.07% | +8,094+11.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 82,248 | $730.2 萬 | 0.03% | −7,247−8.1% | 減碼 |
| Voya Investment Management LLC | 82,626 | $733.6 萬 | 0.01% | −4,926−5.6% | 減碼 |
| Nicholas Company, Inc. | 83,839 | $744.3 萬 | 0.15% | −11,340−11.9% | 減碼 |
| UBS Group AG | 88,383 | $784.7 萬 | 0.00% | −97,106−52.4% | 減碼 |
| Janus Henderson Group PLC | 89,931 | $798.3 萬 | 0.01% | +38,272+74.1% | 加碼 |
| MetLife Investment Management | 90,213 | $800.9 萬 | 0.06% | −2,414−2.6% | 減碼 |
| Voloridge Investment Management, LLC | 91,932 | $816.2 萬 | 0.04% | +91,932 | 新進 |
| Barclays PLC | 97,669 | $867.1 萬 | 0.01% | −66,878−40.6% | 減碼 |
| Paradigm Capital Management Inc | 97,875 | $868.9 萬 | 0.58% | −137,575−58.4% | 減碼 |
| Allianz Asset Management GmbH | 99,506 | $883.4 萬 | 0.02% | −38,962−28.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 99,918 | $887.1 萬 | 0.02% | −99,745−50.0% | 減碼 |
| Crown Advisors Management, Inc. | 100,000 | $887.8 萬 | 6.63% | 00.0% | 不變 |
| South Dakota Investment Council | 100,790 | $894.8 萬 | 0.19% | −40,400−28.6% | 減碼 |
| Amalgamated Bank | 100,866 | $895.5 萬 | 0.08% | −32,633−24.4% | 減碼 |
| SEI Investments Co | 107,308 | $952.7 萬 | 0.02% | +71,104+196.4% | 加碼 |
| First Republic Investment Management, Inc. | 108,736 | $965.4 萬 | 0.02% | +1,291+1.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 114,417 | $1,016 萬 | 0.01% | −4,630−3.9% | 減碼 |
| Kornitzer Capital Management Inc | 114,729 | $1,019 萬 | 0.20% | −170.0% | 減碼 |
| Great West Life Assurance Co | 117,953 | $1,048 萬 | 0.03% | −2,029−1.7% | 減碼 |
| Susquehanna International Group, LLP | 118,535 | $1,052 萬 | 0.02% | +55,623+88.4% | 加碼 |
| Alyeska Investment Group, L.P. | 118,723 | $1,054 萬 | 0.09% | +118,723 | 新進 |
| Whittier Trust Co | 119,778 | $1,063 萬 | 0.19% | +1,787+1.5% | 加碼 |
| State of Tennessee, Treasury Department | 127,035 | $1,128 萬 | 0.05% | −8,293−6.1% | 減碼 |
| Texas Permanent School Fund | 131,988 | $1,172 萬 | 0.12% | +33,043+33.4% | 加碼 |
| Citigroup Inc | 133,463 | $1,185 萬 | 0.02% | −78,821−37.1% | 減碼 |
| LPL Financial LLC | 134,184 | $1,191 萬 | 0.01% | +7,222+5.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 135,266 | $1,201 萬 | 0.03% | −2,160−1.6% | 減碼 |
| Credit Suisse AG | 138,991 | $1,234 萬 | 0.01% | +5,843+4.4% | 加碼 |
| Lodge Hill Capital, LLC | 140,000 | $1,243 萬 | 4.72% | −160,000−53.3% | 減碼 |
| Raymond James & Associates | 141,330 | $1,255 萬 | 0.01% | −16,773−10.6% | 減碼 |
| Waterfront Capital Partners, LLC | 145,000 | $1,287 萬 | 0.97% | +32,788+29.2% | 加碼 |
| Qube Research & Technologies Ltd | 145,339 | $1,290 萬 | 0.07% | −254,296−63.6% | 減碼 |
| Jane Street Group, LLC | 151,059 | $1,341 萬 | 0.02% | +144,984+2,386.6% | 加碼 |
| Mackenzie Financial Corp | 153,209 | $1,360 萬 | 0.02% | +143,857+1,538.2% | 加碼 |
| Thornburg Investment Management Inc | 157,124 | $1,395 萬 | 0.23% | −28,649−15.4% | 減碼 |
| Wells Fargo & Company | 159,334 | $1,415 萬 | 0.00% | −33,930−17.6% | 減碼 |
| 683 Capital Management, LLC | 160,000 | $1,420 萬 | 1.27% | −80,000−33.3% | 減碼 |
| Bridgewater Associates, LP | 160,797 | $1,428 萬 | 0.09% | +20,926+15.0% | 加碼 |
| Bridgeway Capital Management, LLC | 166,000 | $1,474 萬 | 0.39% | −60,900−26.8% | 減碼 |
| Franklin Resources Inc | 171,106 | $1,519 萬 | 0.01% | −57,307−25.1% | 減碼 |
| GoodHaven Capital Management, LLC | 172,440 | $1,531 萬 | 9.85% | −600.0% | 減碼 |
| Panagora Asset Management Inc | 173,151 | $1,537 萬 | 0.10% | +165,879+2,281.1% | 加碼 |
| Royal Bank of Canada | 174,551 | $1,550 萬 | 0.00% | +44,395+34.1% | 加碼 |
| Point72 Asset Management, L.P. | 178,371 | $1,584 萬 | 0.06% | +178,371 | 新進 |
| Hodges Capital Management Inc. | 133,336 | $1,591 萬 | 1.30% | −66,923−33.4% | 減碼 |
| Cerity Partners LLC | 182,731 | $1,622 萬 | 0.08% | +182,731 | 新進 |
| California State Teachers Retirement System | 182,765 | $1,623 萬 | 0.02% | −11,455−5.9% | 減碼 |
| Punch & Associates Investment Management, Inc. | 189,888 | $1,686 萬 | 1.09% | −17,292−8.3% | 減碼 |
| Scopus Asset Management, L.P. | 195,000 | $1,731 萬 | 0.64% | −80,000−29.1% | 減碼 |
| Mutual of America Capital Management LLC | 205,357 | $1,823 萬 | 0.22% | −4,709−2.2% | 減碼 |
| Man Group plc | – | $1,857 萬 | 0.07% | – | – |
| Ensign Peak Advisors, Inc | 210,330 | $1,867 萬 | 0.04% | −64,936−23.6% | 減碼 |
| New York State Teachers Retirement System | 219,970 | $1,953 萬 | 0.05% | −3,986−1.8% | 減碼 |
| Amundi | 231,587 | $1,991 萬 | 0.01% | −41,523−15.2% | 減碼 |
| American International Group, Inc. | 227,072 | $2,016 萬 | 0.13% | −2,128−0.9% | 減碼 |
| New York State Common Retirement Fund | 229,569 | $2,038 萬 | 0.03% | −17,271−7.0% | 減碼 |
| Pictet Asset Management SA | 233,785 | $2,076 萬 | 0.03% | −338,287−59.1% | 減碼 |
| Royce & Associates LP | 239,072 | $2,122 萬 | 0.21% | −89,630−27.3% | 減碼 |
| Millennium Management LLC | 241,123 | $2,141 萬 | 0.02% | +21,457+9.8% | 加碼 |
| UBS Asset Management Americas Inc | 242,037 | $2,149 萬 | 0.01% | −9,108−3.6% | 減碼 |
| American Century Companies Inc | 243,718 | $2,162 萬 | 0.02% | −61,686−20.2% | 減碼 |
| RBF Capital, LLC | 258,711 | $2,297 萬 | 1.67% | 00.0% | 不變 |
| Soapstone Management L.P. | 260,000 | $2,308 萬 | 10.31% | −35,000−11.9% | 減碼 |
| Fisher Asset Management, LLC | 276,660 | $2,456 萬 | 0.01% | +47,539+20.7% | 加碼 |
| Balyasny Asset Management LLC | 276,943 | $2,459 萬 | 0.08% | +276,943 | 新進 |
| California Public Employees Retirement System | 284,634 | $2,527 萬 | 0.02% | −59,989−17.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 286,975 | $2,548 萬 | 0.05% | −126,156−30.5% | 減碼 |
| Driehaus Capital Management LLC | 289,201 | $2,568 萬 | 0.36% | +199,583+222.7% | 加碼 |
| State of Wisconsin Investment Board | 291,817 | $2,591 萬 | 0.08% | −30,749−9.5% | 減碼 |
| JB Capital Partners LP | 292,265 | $2,595 萬 | 6.43% | 00.0% | 不變 |
| Hill City Capital, LP | 300,000 | $2,663 萬 | 5.23% | 00.0% | 不變 |
| Ameriprise Financial Inc | 310,447 | $2,756 萬 | 0.01% | −30,442−8.9% | 減碼 |
| Swiss National Bank | 315,287 | $2,799 萬 | 0.02% | −61,600−16.3% | 減碼 |
| Legal & General Group Plc | 334,034 | $2,966 萬 | 0.01% | +7,803+2.4% | 加碼 |
| Goldman Sachs Group Inc | 334,946 | $2,974 萬 | 0.01% | −386,256−53.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 337,418 | $2,996 萬 | 0.24% | −3,673−1.1% | 減碼 |
| Commerce Bank | 344,263 | $3,056 萬 | 0.24% | +344,263 | 新進 |
| Deutsche Bank AG | 344,566 | $3,059 萬 | 0.02% | −13,608−3.8% | 減碼 |
| Retirement Systems of Alabama | 347,540 | $3,085 萬 | 0.13% | −22,515−6.1% | 減碼 |
| Woodson Capital Management, LP | 370,000 | $3,285 萬 | 5.79% | −90,000−19.6% | 減碼 |
| Stadium Capital Management LLC | 387,140 | $3,437 萬 | 23.33% | −45,600−10.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 389,432 | $3,457 萬 | 0.20% | −13,958−3.5% | 減碼 |
| First Trust Advisors LP | 410,539 | $3,645 萬 | 0.04% | −99,458−19.5% | 減碼 |
| Cookson Peirce & Co Inc | 416,261 | $3,696 萬 | 2.37% | +4,403+1.1% | 加碼 |
| Rhumbline Advisers | 436,476 | $3,875 萬 | 0.05% | −9,293−2.1% | 減碼 |
| Rit Capital Partners PLC | 440,722 | $3,912 萬 | 13.19% | −212,928−32.6% | 減碼 |
| Lord, Abbett & Co. LLC | 442,591 | $3,929 萬 | 0.14% | +442,591 | 新進 |
| LSV Asset Management | 456,900 | $4,056 萬 | 0.09% | −3,900−0.8% | 減碼 |
| Victory Capital Management Inc | 477,846 | $4,242 萬 | 0.05% | +13,005+2.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 485,578 | $4,311 萬 | 0.06% | +485,578 | 新進 |
| Thompson Siegel & Walmsley LLC | 487,350 | $4,327 萬 | 0.70% | −106,020−17.9% | 減碼 |