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 2 季 13F 持有人
Builders FirstSource, Inc. 在 2023/6/30 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
- 662
- 較 2023 年第 1 季 +122 家
- 持有股數
- 1.19 億
- 較 2023 年第 1 季 −1,130 萬 (−8.7%)
- 總市值
- $161.3 億
- 較 2023 年第 1 季 +$46.4 億 (+40.4%)
- 新進機構
- 178
- 另有 180 家加碼
- 清倉機構
- 56
- 另有 252 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 64,622 | $878.9 萬 | 0.11% | −12,129−15.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 64,717 | $880.2 萬 | 0.30% | −12,720−16.4% | 減碼 |
| State of Tennessee, Treasury Department | 64,960 | $883.5 萬 | 0.04% | −62,075−48.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 65,800 | $894.9 萬 | 0.08% | +65,800 | 新進 |
| Vinva Investment Management Ltd | 66,106 | $900.2 萬 | 0.79% | +66,106 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 67,110 | $912.7 萬 | 0.40% | +67,110 | 新進 |
| Nomura Asset Management Co Ltd | 67,249 | $914.6 萬 | 0.04% | +13,137+24.3% | 加碼 |
| Scout Investments, Inc. | 64,818 | $918.9 萬 | 0.19% | +14,909+29.9% | 加碼 |
| Prudential PLC | 69,201 | $941.1 萬 | 0.11% | +39,014+129.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,506 | $945.3 萬 | 0.04% | +50,524+266.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 70,998 | $965.6 萬 | 0.02% | −1,604,553−95.8% | 減碼 |
| Moore Capital Management, LP | 71,508 | $972.5 萬 | 0.24% | +71,508 | 新進 |
| Stifel Financial Corp | 71,720 | $975.4 萬 | 0.01% | −2,956−4.0% | 減碼 |
| HSBC Holdings PLC | 73,602 | $1,003 萬 | 0.01% | +61,382+502.3% | 加碼 |
| Crown Advisors Management, Inc. | 75,000 | $1,020 萬 | 6.65% | −25,000−25.0% | 減碼 |
| AXA S.A. | 76,107 | $1,035 萬 | 0.03% | +76,107 | 新進 |
| Public Employees Retirement System of Ohio | 76,130 | $1,035 萬 | 0.04% | −1,440−1.9% | 減碼 |
| MetLife Investment Management | 76,795 | $1,044 萬 | 0.08% | −13,418−14.9% | 減碼 |
| Voloridge Investment Management, LLC | 78,050 | $1,061 萬 | 0.05% | −13,882−15.1% | 減碼 |
| Wedge Capital Management L L P | 78,271 | $1,064 萬 | 0.17% | +10,099+14.8% | 加碼 |
| Ergoteles LLC | 79,565 | $1,082 萬 | 0.52% | +79,565 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79,577 | $1,082 萬 | 0.03% | +79,577 | 新進 |
| Empowered Funds, LLC | 79,650 | $1,083 萬 | 0.38% | +56,567+245.1% | 加碼 |
| EA Series Trust | 79,650 | $1,083 萬 | 0.38% | +79,650 | 新進 |
| Allianz Asset Management GmbH | 81,496 | $1,108 萬 | 0.02% | −18,010−18.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 82,248 | $1,119 萬 | 0.04% | 00.0% | 不變 |
| Andra AP-fonden | 84,700 | $1,152 萬 | 0.29% | +84,700 | 新進 |
| Amalgamated Bank | 85,401 | $1,162 萬 | 0.09% | −15,465−15.3% | 減碼 |
| Voya Investment Management LLC | 87,147 | $1,185 萬 | 0.01% | +4,521+5.5% | 加碼 |
| Picton Mahoney Asset Management | 87,393 | $1,189 萬 | 0.58% | +18,913+27.6% | 加碼 |
| Waterfront Capital Partners, LLC | 87,978 | $1,197 萬 | 1.00% | −57,022−39.3% | 減碼 |
| SEI Investments Co | 89,892 | $1,223 萬 | 0.02% | −17,416−16.2% | 減碼 |
| First Republic Investment Management, Inc. | 92,653 | $1,260 萬 | 0.07% | −16,083−14.8% | 減碼 |
| Paradigm Capital Management Inc | 94,075 | $1,279 萬 | 0.73% | −3,800−3.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 94,340 | $1,283 萬 | 0.15% | +51,209+118.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 96,469 | $1,312 萬 | 0.01% | −17,948−15.7% | 減碼 |
| Thrivent Financial for Lutherans | 103,404 | $1,406 萬 | 0.03% | +64,293+164.4% | 加碼 |
| Bridgewater Associates, LP | 103,880 | $1,413 萬 | 0.09% | −56,917−35.4% | 減碼 |
| Mutual of America Capital Management LLC | 104,192 | $1,417 萬 | 0.16% | −101,165−49.3% | 減碼 |
| Whittier Trust Co | 105,076 | $1,429 萬 | 0.25% | −14,702−12.3% | 減碼 |
| Bridgeway Capital Management, LLC | 110,200 | $1,499 萬 | 0.36% | −55,800−33.6% | 減碼 |
| Texas Permanent School Fund | 112,853 | $1,535 萬 | 0.14% | −19,135−14.5% | 減碼 |
| Thornburg Investment Management Inc | 115,863 | $1,576 萬 | 0.26% | −41,261−26.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 115,891 | $1,576 萬 | 0.02% | −369,687−76.1% | 減碼 |
| Stadium Capital Management LLC | 117,175 | $1,594 萬 | 13.79% | −269,965−69.7% | 減碼 |
| LPL Financial LLC | 118,641 | $1,614 萬 | 0.01% | −15,543−11.6% | 減碼 |
| Cerity Partners LLC | 125,959 | $1,713 萬 | 0.07% | −56,772−31.1% | 減碼 |
| Scopus Asset Management, L.P. | 126,473 | $1,720 萬 | 0.60% | −68,527−35.1% | 減碼 |
| Mackenzie Financial Corp | 129,160 | $1,761 萬 | 0.03% | −24,049−15.7% | 減碼 |
| Great West Life Assurance Co | 129,696 | $1,769 萬 | 0.04% | +11,743+10.0% | 加碼 |
| Hodges Capital Management Inc. | 98,551 | $1,813 萬 | 1.06% | −34,785−26.1% | 減碼 |
| Raymond James & Associates | 137,182 | $1,866 萬 | 0.02% | −4,148−2.9% | 減碼 |
| Illinois Municipal Retirement Fund | 139,710 | $1,900 萬 | 0.38% | +74,644+114.7% | 加碼 |
| Wells Fargo & Company | 143,721 | $1,955 萬 | 0.01% | −15,613−9.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 146,300 | $1,990 萬 | 0.05% | +46,382+46.4% | 加碼 |
| Ensign Peak Advisors, Inc | 147,455 | $2,005 萬 | 0.04% | −62,875−29.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 147,946 | $2,012 萬 | 0.04% | +12,680+9.4% | 加碼 |
| Citadel Advisors LLC | 149,734 | $2,036 萬 | 0.02% | +94,485+171.0% | 加碼 |
| Interval Partners, LP | 152,089 | $2,068 萬 | 1.04% | +122,089+407.0% | 加碼 |
| Punch & Associates Investment Management, Inc. | 152,484 | $2,074 萬 | 1.26% | −37,404−19.7% | 減碼 |
| State of Wisconsin Investment Board | 153,226 | $2,084 萬 | 0.06% | −138,591−47.5% | 減碼 |
| Jane Street Group, LLC | 153,834 | $2,092 萬 | 0.03% | +2,775+1.8% | 加碼 |
| New York State Common Retirement Fund | 154,929 | $2,107 萬 | 0.03% | −74,640−32.5% | 減碼 |
| UBS Asset Management Americas Inc | 242,037 | $2,149 萬 | 0.01% | 00.0% | 不變 |
| Woodson Capital Management, LP | 170,000 | $2,312 萬 | 3.85% | −200,000−54.1% | 減碼 |
| GoodHaven Capital Management, LLC | 172,240 | $2,342 萬 | 14.04% | −200−0.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 182,450 | $2,481 萬 | 0.21% | +101,968+126.7% | 加碼 |
| Assenagon Asset Management S.A. | 183,090 | $2,490 萬 | 0.10% | +183,090 | 新進 |
| Los Angeles Capital Management LLC | 188,014 | $2,557 萬 | 0.10% | +188,014 | 新進 |
| American International Group, Inc. | 193,312 | $2,629 萬 | 0.16% | −33,760−14.9% | 減碼 |
| New York State Teachers Retirement System | 196,393 | $2,671 萬 | 0.06% | −23,577−10.7% | 減碼 |
| Putnam Investments LLC | 196,502 | $2,672 萬 | 0.04% | +196,502 | 新進 |
| National Pension Service | 206,600 | $2,813 萬 | 0.05% | +206,600 | 新進 |
| Teacher Retirement System of Texas | 210,042 | $2,857 萬 | 0.19% | +158,409+306.8% | 加碼 |
| Goldentree Asset Management LP | 210,388 | $2,861 萬 | 2.60% | −322,364−60.5% | 減碼 |
| Royce & Associates LP | 210,403 | $2,861 萬 | 0.28% | −28,669−12.0% | 減碼 |
| Russell Investments Group, Ltd. | 210,547 | $2,864 萬 | 0.06% | +150,665+251.6% | 加碼 |
| Credit Suisse AG | 213,183 | $2,899 萬 | 0.03% | +74,192+53.4% | 加碼 |
| Amundi | 213,095 | $2,905 萬 | 0.01% | −18,492−8.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 214,863 | $2,922 萬 | 0.47% | −272,487−55.9% | 減碼 |
| California State Teachers Retirement System | 224,306 | $3,051 萬 | 0.04% | +41,541+22.7% | 加碼 |
| Fisher Asset Management, LLC | 231,241 | $3,145 萬 | 0.02% | −45,419−16.4% | 減碼 |
| Schroder Investment Management Group | 250,902 | $3,412 萬 | 0.05% | +234,298+1,411.1% | 加碼 |
| American Century Companies Inc | 252,823 | $3,438 萬 | 0.03% | +9,105+3.7% | 加碼 |
| California Public Employees Retirement System | 256,457 | $3,488 萬 | 0.03% | −28,177−9.9% | 減碼 |
| RBF Capital, LLC | 258,711 | $3,518 萬 | 2.19% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 262,900 | $3,575 萬 | 0.34% | +217,900+484.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 272,996 | $3,713 萬 | 0.09% | +248,677+1,022.6% | 加碼 |
| Franklin Resources Inc | 279,187 | $3,797 萬 | 0.02% | +108,081+63.2% | 加碼 |
| Driehaus Capital Management LLC | 281,396 | $3,827 萬 | 0.48% | −7,805−2.7% | 減碼 |
| Citigroup Inc | 282,485 | $3,842 萬 | 0.05% | +149,022+111.7% | 加碼 |
| Korea Investment CORP | 290,621 | $3,952 萬 | 0.11% | +290,621 | 新進 |
| JB Capital Partners LP | 292,265 | $3,975 萬 | 8.56% | 00.0% | 不變 |
| HRT Financial LP | 297,528 | $4,046 萬 | 0.38% | +297,528 | 新進 |
| Retirement Systems of Alabama | 297,674 | $4,048 萬 | 0.18% | −49,866−14.3% | 減碼 |
| Hill City Capital, LP | 300,000 | $4,080 萬 | 6.24% | 00.0% | 不變 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 310,300 | $4,220 萬 | 1.47% | +310,300 | 新進 |
| Panagora Asset Management Inc | 313,749 | $4,267 萬 | 0.25% | +140,598+81.2% | 加碼 |
| Goldman Sachs Group Inc | 317,406 | $4,317 萬 | 0.01% | −17,540−5.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 328,660 | $4,470 萬 | 0.37% | −8,758−2.6% | 減碼 |