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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 153,226 | $2,084 萬 | 0.06% | −138,591−47.5% | 減碼 |
| Punch & Associates Investment Management, Inc. | 152,484 | $2,074 萬 | 1.26% | −37,404−19.7% | 減碼 |
| Interval Partners, LP | 152,089 | $2,068 萬 | 1.04% | +122,089+407.0% | 加碼 |
| Citadel Advisors LLC | 149,734 | $2,036 萬 | 0.02% | +94,485+171.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 147,946 | $2,012 萬 | 0.04% | +12,680+9.4% | 加碼 |
| Ensign Peak Advisors, Inc | 147,455 | $2,005 萬 | 0.04% | −62,875−29.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 146,300 | $1,990 萬 | 0.05% | +46,382+46.4% | 加碼 |
| Wells Fargo & Company | 143,721 | $1,955 萬 | 0.01% | −15,613−9.8% | 減碼 |
| Illinois Municipal Retirement Fund | 139,710 | $1,900 萬 | 0.38% | +74,644+114.7% | 加碼 |
| Raymond James & Associates | 137,182 | $1,866 萬 | 0.02% | −4,148−2.9% | 減碼 |
| Hodges Capital Management Inc. | 98,551 | $1,813 萬 | 1.06% | −34,785−26.1% | 減碼 |
| Great West Life Assurance Co | 129,696 | $1,769 萬 | 0.04% | +11,743+10.0% | 加碼 |
| Mackenzie Financial Corp | 129,160 | $1,761 萬 | 0.03% | −24,049−15.7% | 減碼 |
| Scopus Asset Management, L.P. | 126,473 | $1,720 萬 | 0.60% | −68,527−35.1% | 減碼 |
| Cerity Partners LLC | 125,959 | $1,713 萬 | 0.07% | −56,772−31.1% | 減碼 |
| LPL Financial LLC | 118,641 | $1,614 萬 | 0.01% | −15,543−11.6% | 減碼 |
| Stadium Capital Management LLC | 117,175 | $1,594 萬 | 13.79% | −269,965−69.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 115,891 | $1,576 萬 | 0.02% | −369,687−76.1% | 減碼 |
| Thornburg Investment Management Inc | 115,863 | $1,576 萬 | 0.26% | −41,261−26.3% | 減碼 |
| Texas Permanent School Fund | 112,853 | $1,535 萬 | 0.14% | −19,135−14.5% | 減碼 |
| Bridgeway Capital Management, LLC | 110,200 | $1,499 萬 | 0.36% | −55,800−33.6% | 減碼 |
| Whittier Trust Co | 105,076 | $1,429 萬 | 0.25% | −14,702−12.3% | 減碼 |
| Mutual of America Capital Management LLC | 104,192 | $1,417 萬 | 0.16% | −101,165−49.3% | 減碼 |
| Bridgewater Associates, LP | 103,880 | $1,413 萬 | 0.09% | −56,917−35.4% | 減碼 |
| Thrivent Financial for Lutherans | 103,404 | $1,406 萬 | 0.03% | +64,293+164.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 96,469 | $1,312 萬 | 0.01% | −17,948−15.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 94,340 | $1,283 萬 | 0.15% | +51,209+118.7% | 加碼 |
| Paradigm Capital Management Inc | 94,075 | $1,279 萬 | 0.73% | −3,800−3.9% | 減碼 |
| First Republic Investment Management, Inc. | 92,653 | $1,260 萬 | 0.07% | −16,083−14.8% | 減碼 |
| SEI Investments Co | 89,892 | $1,223 萬 | 0.02% | −17,416−16.2% | 減碼 |
| Waterfront Capital Partners, LLC | 87,978 | $1,197 萬 | 1.00% | −57,022−39.3% | 減碼 |
| Picton Mahoney Asset Management | 87,393 | $1,189 萬 | 0.58% | +18,913+27.6% | 加碼 |
| Voya Investment Management LLC | 87,147 | $1,185 萬 | 0.01% | +4,521+5.5% | 加碼 |
| Amalgamated Bank | 85,401 | $1,162 萬 | 0.09% | −15,465−15.3% | 減碼 |
| Andra AP-fonden | 84,700 | $1,152 萬 | 0.29% | +84,700 | 新進 |
| State of New Jersey Common Pension Fund D | 82,248 | $1,119 萬 | 0.04% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 81,496 | $1,108 萬 | 0.02% | −18,010−18.1% | 減碼 |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79,577 | $1,082 萬 | 0.03% | +79,577 | 新進 |
| Ergoteles LLC | 79,565 | $1,082 萬 | 0.52% | +79,565 | 新進 |
| Wedge Capital Management L L P | 78,271 | $1,064 萬 | 0.17% | +10,099+14.8% | 加碼 |
| Voloridge Investment Management, LLC | 78,050 | $1,061 萬 | 0.05% | −13,882−15.1% | 減碼 |
| MetLife Investment Management | 76,795 | $1,044 萬 | 0.08% | −13,418−14.9% | 減碼 |
| Public Employees Retirement System of Ohio | 76,130 | $1,035 萬 | 0.04% | −1,440−1.9% | 減碼 |
| AXA S.A. | 76,107 | $1,035 萬 | 0.03% | +76,107 | 新進 |
| Crown Advisors Management, Inc. | 75,000 | $1,020 萬 | 6.65% | −25,000−25.0% | 減碼 |
| HSBC Holdings PLC | 73,602 | $1,003 萬 | 0.01% | +61,382+502.3% | 加碼 |
| Stifel Financial Corp | 71,720 | $975.4 萬 | 0.01% | −2,956−4.0% | 減碼 |
| Moore Capital Management, LP | 71,508 | $972.5 萬 | 0.24% | +71,508 | 新進 |
| Allspring Global Investments Holdings, LLC | 70,998 | $965.6 萬 | 0.02% | −1,604,553−95.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,506 | $945.3 萬 | 0.04% | +50,524+266.2% | 加碼 |
| Prudential PLC | 69,201 | $941.1 萬 | 0.11% | +39,014+129.2% | 加碼 |
| Scout Investments, Inc. | 64,818 | $918.9 萬 | 0.19% | +14,909+29.9% | 加碼 |
| Nomura Asset Management Co Ltd | 67,249 | $914.6 萬 | 0.04% | +13,137+24.3% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 67,110 | $912.7 萬 | 0.40% | +67,110 | 新進 |
| Vinva Investment Management Ltd | 66,106 | $900.2 萬 | 0.79% | +66,106 | 新進 |
| Mn Services Vermogensbeheer B.V. | 65,800 | $894.9 萬 | 0.08% | +65,800 | 新進 |
| State of Tennessee, Treasury Department | 64,960 | $883.5 萬 | 0.04% | −62,075−48.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 64,717 | $880.2 萬 | 0.30% | −12,720−16.4% | 減碼 |
| Yousif Capital Management, LLC | 64,622 | $878.9 萬 | 0.11% | −12,129−15.8% | 減碼 |
| Capital Fund Management S.A. | 64,562 | $878.0 萬 | 0.14% | +64,562 | 新進 |
| Lodge Hill Capital, LLC | 64,300 | $874.5 萬 | 2.96% | −75,700−54.1% | 減碼 |
| Jupiter Asset Management Ltd | 63,372 | $861.5 萬 | 0.09% | +63,372 | 新進 |
| Treasurer of the State of North Carolina | 63,146 | $858.8 萬 | 0.05% | −5,300−7.7% | 減碼 |
| ClariVest Asset Management LLC | 62,508 | $850.2 萬 | 0.43% | +62,465+145,267.4% | 加碼 |
| Soapstone Management L.P. | 62,500 | $850.0 萬 | 3.80% | −197,500−76.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,955 | $842.6 萬 | 0.07% | −4,334−6.5% | 減碼 |
| Envestnet Asset Management Inc | 61,866 | $841.4 萬 | 0.00% | −782,652−92.7% | 減碼 |
| Nicholas Company, Inc. | 61,079 | $830.7 萬 | 0.16% | −22,760−27.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 60,870 | $827.8 萬 | 0.08% | −11,003−15.3% | 減碼 |
| Cambria Investment Management, L.P. | 60,143 | $817.9 萬 | 0.68% | +52,959+737.2% | 加碼 |
| CI Private Wealth, LLC | 59,739 | $812.3 萬 | 0.02% | +2,802+4.9% | 加碼 |
| Smith, Graham & Co., Investment Advisors, LP | 58,946 | $801.7 萬 | 0.97% | −17,438−22.8% | 減碼 |
| South Dakota Investment Council | 58,732 | $798.8 萬 | 0.17% | −42,058−41.7% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 58,360 | $793.7 萬 | 0.17% | +33,635+136.0% | 加碼 |
| Hudson Value Partners, LLC | 57,513 | $782.2 萬 | 4.00% | −2,575−4.3% | 減碼 |
| Twinbeech Capital LP | 56,018 | $761.8 萬 | 0.15% | +52,505+1,494.6% | 加碼 |
| Asset Management One Co.,Ltd. | 55,389 | $753.3 萬 | 0.03% | +55,389 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 55,187 | $750.5 萬 | 0.01% | +44,749+428.7% | 加碼 |
| Aquatic Capital Management LLC | 55,000 | $748.0 萬 | 0.40% | +55,000 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 54,810 | $745.4 萬 | 0.84% | −14,000−20.3% | 減碼 |
| Altus Wealth Group LLC | 54,469 | $740.8 萬 | 4.55% | −3,038−5.3% | 減碼 |
| Argent Capital Management LLC | 54,209 | $737.2 萬 | 0.24% | +250+0.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 53,765 | $731.2 萬 | 0.01% | +50,265+1,436.1% | 加碼 |
| Catalyst Capital Advisors LLC | 53,500 | $727.6 萬 | 0.21% | −2,950−5.2% | 減碼 |
| Engle Capital Management, L.P. | 53,000 | $720.8 萬 | 2.23% | +53,000 | 新進 |
| Telemus Capital, LLC | 52,745 | $717.3 萬 | 0.61% | +568+1.1% | 加碼 |
| Prudential Financial Inc | 52,285 | $711.1 萬 | 0.01% | +5,624+12.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 52,050 | $707.9 萬 | 0.01% | +52,050 | 新進 |
| Forsta Ap-Fonden | 52,000 | $707.2 萬 | 0.08% | +52,000 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 51,157 | $695.7 萬 | 0.16% | +38,378+300.3% | 加碼 |
| Gotham Asset Management, LLC | 51,042 | $694.2 萬 | 0.15% | +6,002+13.3% | 加碼 |
| UBS Group AG | 50,965 | $693.1 萬 | 0.00% | −37,418−42.3% | 減碼 |
| Navellier & Associates Inc | 50,181 | $682.5 萬 | 1.33% | +394+0.8% | 加碼 |
| Railway Pension Investments Ltd | 49,000 | $666.4 萬 | 0.07% | +49,000 | 新進 |
| Advisor Group Holdings, Inc. | 47,991 | $652.5 萬 | 0.01% | −12,087−20.1% | 減碼 |
| Clark Estates Inc | 47,700 | $648.7 萬 | 1.09% | −5,000−9.5% | 減碼 |
| Swedbank AB | 47,310 | $643.4 萬 | 0.01% | +47,310 | 新進 |
| Paradiem, LLC | 47,024 | $639.5 萬 | 1.82% | −5,657−10.7% | 減碼 |