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 3 季 13F 持有人
Builders FirstSource, Inc. 在 2023/9/30 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
- 675
- 較 2023 年第 2 季 +17 家
- 持有股數
- 1.16 億
- 較 2023 年第 2 季 −169.9 萬 (−1.4%)
- 總市值
- $145.6 億
- 較 2023 年第 2 季 −$14.9 億 (−9.3%)
- 新進機構
- 85
- 另有 221 家加碼
- 清倉機構
- 68
- 另有 288 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lodge Hill Capital, LLC | 159,300 | $1,983 萬 | 6.50% | +95,000+147.7% | 加碼 |
| Great West Life Assurance Co | 153,410 | $1,911 萬 | 0.05% | +23,714+18.3% | 加碼 |
| Victory Capital Management Inc | 150,532 | $1,874 萬 | 0.02% | −185,684−55.2% | 減碼 |
| Woodson Capital Management, LP | 150,000 | $1,867 萬 | 4.03% | −20,000−11.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 147,760 | $1,839 萬 | 0.04% | −186−0.1% | 減碼 |
| Bridgewater Associates, LP | 143,815 | $1,790 萬 | 0.11% | +39,935+38.4% | 加碼 |
| AXA S.A. | 140,702 | $1,752 萬 | 0.06% | +64,595+84.9% | 加碼 |
| KBC Group NV | 139,706 | $1,739 萬 | 0.07% | +133,967+2,334.3% | 加碼 |
| Mackenzie Financial Corp | 148,058 | $1,735 萬 | 0.03% | +18,898+14.6% | 加碼 |
| Ensign Peak Advisors, Inc | 135,293 | $1,684 萬 | 0.04% | −12,162−8.2% | 減碼 |
| Achmea Investment Management B.V. | 133,829 | $1,666 萬 | 0.36% | +111,153+490.2% | 加碼 |
| Punch & Associates Investment Management, Inc. | 132,921 | $1,655 萬 | 1.06% | −19,563−12.8% | 減碼 |
| Squarepoint Ops LLC | 131,760 | $1,640 萬 | 0.08% | +118,019+858.9% | 加碼 |
| Citigroup Inc | 128,955 | $1,605 萬 | 0.02% | −153,530−54.3% | 減碼 |
| Raymond James & Associates | 128,061 | $1,594 萬 | 0.01% | −9,121−6.6% | 減碼 |
| Macquarie Group Ltd | 122,692 | $1,527 萬 | 0.02% | +108,854+786.6% | 加碼 |
| Envestnet Asset Management Inc | 121,817 | $1,516 萬 | 0.01% | +59,951+96.9% | 加碼 |
| 1832 Asset Management L.P. | 117,292 | $1,460 萬 | 0.03% | +71,032+153.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,207 | $1,459 萬 | 0.06% | +47,701+68.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 117,204 | $1,459 萬 | 0.02% | +63,439+118.0% | 加碼 |
| New York State Common Retirement Fund | 116,119 | $1,446 萬 | 0.02% | −38,810−25.1% | 減碼 |
| Illinois Municipal Retirement Fund | 115,987 | $1,444 萬 | 0.27% | −23,723−17.0% | 減碼 |
| Millennium Management LLC | 114,733 | $1,428 萬 | 0.01% | −379,373−76.8% | 減碼 |
| Citadel Advisors LLC | 112,524 | $1,401 萬 | 0.02% | −37,210−24.9% | 減碼 |
| Assenagon Asset Management S.A. | 108,809 | $1,355 萬 | 0.05% | −74,281−40.6% | 減碼 |
| Whittier Trust Co | 107,568 | $1,339 萬 | 0.24% | +2,492+2.4% | 加碼 |
| Texas Permanent School Fund | 106,290 | $1,323 萬 | 0.13% | −6,563−5.8% | 減碼 |
| Andra AP-fonden | 105,200 | $1,310 萬 | 0.77% | +20,500+24.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 104,130 | $1,296 萬 | 0.16% | +89,630+618.1% | 加碼 |
| Trexquant Investment LP | 103,537 | $1,289 萬 | 0.32% | +103,537 | 新進 |
| Los Angeles Capital Management LLC | 102,770 | $1,279 萬 | 0.05% | −85,244−45.3% | 減碼 |
| Stadium Capital Management LLC | 101,217 | $1,260 萬 | 10.42% | −15,958−13.6% | 減碼 |
| Railway Pension Investments Ltd | 101,100 | $1,259 萬 | 0.14% | +52,100+106.3% | 加碼 |
| Thornburg Investment Management Inc | 100,107 | $1,242 萬 | 0.20% | −15,756−13.6% | 減碼 |
| Amalgamated Bank | 97,122 | $1,209 萬 | 0.10% | +11,721+13.7% | 加碼 |
| Bridgeway Capital Management, LLC | 95,000 | $1,183 萬 | 0.29% | −15,200−13.8% | 減碼 |
| Paradigm Capital Management Inc | 94,075 | $1,171 萬 | 0.67% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 92,879 | $1,156 萬 | 0.14% | −11,313−10.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 92,561 | $1,152 萬 | 0.01% | −3,908−4.1% | 減碼 |
| Nomura Asset Management Co Ltd | 90,814 | $1,131 萬 | 0.05% | +23,565+35.0% | 加碼 |
| First Republic Investment Management, Inc. | 90,391 | $1,125 萬 | 0.03% | −2,262−2.4% | 減碼 |
| Voya Investment Management LLC | 89,197 | $1,110 萬 | 0.01% | +2,050+2.4% | 加碼 |
| Prudential PLC | 87,220 | $1,086 萬 | 0.13% | +18,019+26.0% | 加碼 |
| Stifel Financial Corp | 85,488 | $1,064 萬 | 0.01% | +13,768+19.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 81,353 | $1,013 萬 | 0.02% | +26,166+47.4% | 加碼 |
| Driehaus Capital Management LLC | 78,888 | $982.1 萬 | 0.13% | −202,508−72.0% | 減碼 |
| State of Wisconsin Investment Board | 77,010 | $958.7 萬 | 0.03% | −76,216−49.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 75,253 | $936.8 萬 | 0.13% | −19,087−20.2% | 減碼 |
| Crown Advisors Management, Inc. | 75,000 | $933.6 萬 | 6.64% | 00.0% | 不變 |
| UBS Group AG | 74,111 | $922.6 萬 | 0.00% | +23,146+45.4% | 加碼 |
| Allianz Asset Management GmbH | 73,791 | $918.6 萬 | 0.02% | −7,705−9.5% | 減碼 |
| Vinva Investment Management Ltd | 70,886 | $912.4 萬 | 0.87% | +4,780+7.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 73,276 | $912.2 萬 | 0.08% | −109,174−59.8% | 減碼 |
| Public Employees Retirement System of Ohio | 72,403 | $901.3 萬 | 0.04% | −3,727−4.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 72,201 | $898.8 萬 | 0.03% | −10,047−12.2% | 減碼 |
| SEI Investments Co | 72,059 | $897.1 萬 | 0.02% | −17,833−19.8% | 減碼 |
| MetLife Investment Management | 71,705 | $892.7 萬 | 0.07% | −5,090−6.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 71,581 | $891.1 萬 | 0.21% | +20,424+39.9% | 加碼 |
| Forsta Ap-Fonden | 71,400 | $888.9 萬 | 0.10% | +19,400+37.3% | 加碼 |
| Storebrand Asset Management AS | 71,369 | $888.5 萬 | 0.04% | +46,242+184.0% | 加碼 |
| HRT Financial LP | 71,131 | $885.5 萬 | 0.09% | −226,397−76.1% | 減碼 |
| Empowered Funds, LLC | 69,126 | $860.5 萬 | 0.25% | −10,524−13.2% | 減碼 |
| State of Tennessee, Treasury Department | 66,820 | $831.8 萬 | 0.03% | +1,860+2.9% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 65,800 | $819.1 萬 | 0.08% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 65,486 | $815.2 萬 | 0.29% | +769+1.2% | 加碼 |
| Thrivent Financial for Lutherans | 65,072 | $810.1 萬 | 0.02% | −38,332−37.1% | 減碼 |
| Cambria Investment Management, L.P. | 63,881 | $795.3 萬 | 0.65% | +3,738+6.2% | 加碼 |
| Treasurer of the State of North Carolina | 63,448 | $789.9 萬 | 0.04% | +302+0.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 61,686 | $767.9 萬 | 0.01% | −9,312−13.1% | 減碼 |
| Soapstone Management L.P. | 60,000 | $746.9 萬 | 3.45% | −2,500−4.0% | 減碼 |
| Yousif Capital Management, LLC | 59,897 | $745.7 萬 | 0.09% | −4,725−7.3% | 減碼 |
| CI Private Wealth, LLC | 59,527 | $741.5 萬 | 0.02% | −212−0.4% | 減碼 |
| Smith, Graham & Co., Investment Advisors, LP | 58,431 | $727.4 萬 | 0.90% | −515−0.9% | 減碼 |
| ClariVest Asset Management LLC | 58,386 | $726.8 萬 | 0.40% | −4,122−6.6% | 減碼 |
| Gotham Asset Management, LLC | 57,261 | $712.8 萬 | 0.15% | +6,219+12.2% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 56,337 | $701.3 萬 | 0.31% | −10,773−16.1% | 減碼 |
| Hudson Value Partners, LLC | 55,635 | $692.6 萬 | 3.64% | −1,878−3.3% | 減碼 |
| Wedge Capital Management L L P | 55,547 | $691.5 萬 | 0.14% | −22,724−29.0% | 減碼 |
| Picton Mahoney Asset Management | 55,352 | $689.1 萬 | 0.32% | −32,041−36.7% | 減碼 |
| Scout Investments, Inc. | 56,017 | $689.0 萬 | 0.16% | −8,801−13.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,140 | $686.4 萬 | 0.01% | +3,090+5.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 54,670 | $680.6 萬 | 0.03% | +28,826+111.5% | 加碼 |
| Altus Wealth Group LLC | 54,469 | $678.1 萬 | 4.30% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 54,111 | $673.6 萬 | 0.80% | −44,440−45.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 52,615 | $655.0 萬 | 0.01% | +41,921+392.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52,312 | $651.2 萬 | 0.26% | +6,155+13.3% | 加碼 |
| Catalyst Capital Advisors LLC | 51,500 | $641.1 萬 | 0.18% | −2,000−3.7% | 減碼 |
| Telemus Capital, LLC | 50,792 | $632.3 萬 | 0.59% | −1,953−3.7% | 減碼 |
| Point72 Middle East FZE | 50,559 | $629.4 萬 | 0.38% | +22,646+81.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 49,231 | $621.3 萬 | 0.01% | +17,030+52.9% | 加碼 |
| Dorsey Wright & Associates | 49,820 | $620.2 萬 | 1.93% | +37,176+294.0% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 49,633 | $617.9 萬 | 1.06% | −5,177−9.4% | 減碼 |
| Asset Management One Co.,Ltd. | 49,498 | $616.2 萬 | 0.03% | −5,891−10.6% | 減碼 |
| Swedbank AB | 48,912 | $608.9 萬 | 0.01% | +1,602+3.4% | 加碼 |
| Navellier & Associates Inc | 48,332 | $601.7 萬 | 1.03% | −1,849−3.7% | 減碼 |
| Nicholas Company, Inc. | 46,889 | $583.7 萬 | 0.12% | −14,190−23.2% | 減碼 |
| Federated Hermes, Inc. | 46,702 | $581.4 萬 | 0.02% | +15,167+48.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 46,503 | $578.9 萬 | 0.01% | +2,721+6.2% | 加碼 |
| South Dakota Investment Council | 46,049 | $573.3 萬 | 0.13% | −12,683−21.6% | 減碼 |
| AustralianSuper Pty Ltd | 45,115 | $561.6 萬 | 0.04% | +45,115 | 新進 |