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 4 季 13F 持有人
Builders FirstSource, Inc. 在 2023/12/31 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
- 745
- 較 2023 年第 3 季 +79 家
- 持有股數
- 1.15 億
- 較 2023 年第 3 季 −55.5 萬 (−0.5%)
- 總市值
- $192.7 億
- 較 2023 年第 3 季 +$47.6 億 (+32.8%)
- 新進機構
- 141
- 另有 257 家加碼
- 清倉機構
- 62
- 另有 275 家減碼
另有 9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 94,505 | $1,578 萬 | 0.03% | +32,819+53.2% | 加碼 |
| Voya Investment Management LLC | 95,512 | $1,594 萬 | 0.02% | +6,315+7.1% | 加碼 |
| Andra AP-fonden | 95,900 | $1,601 萬 | 0.85% | −9,300−8.8% | 減碼 |
| Great West Life Assurance Co | 96,506 | $1,606 萬 | 0.04% | −56,904−37.1% | 減碼 |
| KBC Group NV | 97,571 | $1,629 萬 | 0.06% | −42,135−30.2% | 減碼 |
| Storebrand Asset Management AS | 98,207 | $1,639 萬 | 0.06% | +26,838+37.6% | 加碼 |
| New York State Common Retirement Fund | 101,836 | $1,700 萬 | 0.02% | −14,283−12.3% | 減碼 |
| Twinbeech Capital LP | 106,170 | $1,772 萬 | 0.29% | −58,320−35.5% | 減碼 |
| Mackenzie Financial Corp | 106,942 | $1,785 萬 | 0.03% | −41,116−27.8% | 減碼 |
| State of Tennessee, Treasury Department | 109,284 | $1,824 萬 | 0.07% | +42,464+63.5% | 加碼 |
| Illinois Municipal Retirement Fund | 109,468 | $1,828 萬 | 0.31% | −6,519−5.6% | 減碼 |
| Whittier Trust Co | 110,447 | $1,844 萬 | 0.30% | +2,879+2.7% | 加碼 |
| UBS Group AG | 110,586 | $1,846 萬 | 0.01% | +36,475+49.2% | 加碼 |
| Achmea Investment Management B.V. | 112,284 | $1,875 萬 | 0.39% | −21,545−16.1% | 減碼 |
| Punch & Associates Investment Management, Inc. | 113,271 | $1,891 萬 | 1.11% | −19,650−14.8% | 減碼 |
| Scout Investments, Inc. | 113,818 | $1,900 萬 | 0.47% | +57,801+103.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120,842 | $1,925 萬 | 0.03% | +65,702+119.2% | 加碼 |
| 1832 Asset Management L.P. | 116,704 | $1,948 萬 | 0.04% | −588−0.5% | 減碼 |
| AustralianSuper Pty Ltd | 118,072 | $1,971 萬 | 0.12% | +72,957+161.7% | 加碼 |
| Walleye Trading LLC | 119,649 | $1,997 萬 | 0.30% | +88,557+284.8% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 119,900 | $2,002 萬 | 0.04% | +119,900 | 新進 |
| Bank of Montreal | 118,676 | $2,010 萬 | 0.01% | +83,635+238.7% | 加碼 |
| Lodge Hill Capital, LLC | 124,300 | $2,075 萬 | 9.14% | −35,000−22.0% | 減碼 |
| Railway Pension Investments Ltd | 125,000 | $2,087 萬 | 0.22% | +23,900+23.6% | 加碼 |
| Thornburg Investment Management Inc | 125,353 | $2,091 萬 | 0.30% | +25,246+25.2% | 加碼 |
| Woodson Capital Management, LP | 126,000 | $2,103 萬 | 4.89% | −24,000−16.0% | 減碼 |
| Citigroup Inc | 127,739 | $2,132 萬 | 0.03% | −1,216−0.9% | 減碼 |
| Allianz Asset Management GmbH | 128,348 | $2,143 萬 | 0.04% | +54,557+73.9% | 加碼 |
| Ensign Peak Advisors, Inc | 128,875 | $2,151 萬 | 0.04% | −6,418−4.7% | 減碼 |
| Raymond James & Associates | 128,969 | $2,153 萬 | 0.02% | +908+0.7% | 加碼 |
| Envestnet Asset Management Inc | 129,208 | $2,157 萬 | 0.01% | +7,391+6.1% | 加碼 |
| Capital Fund Management S.A. | 133,347 | $2,226 萬 | 0.28% | −143,046−51.8% | 減碼 |
| Wells Fargo & Company | 139,985 | $2,337 萬 | 0.01% | −35,190−20.1% | 減碼 |
| Advisor Group Holdings, Inc. | 144,062 | $2,405 萬 | 0.04% | −30,143−17.3% | 減碼 |
| Thompson Siegel & Walmsley LLC | 145,031 | $2,421 萬 | 0.39% | −64,226−30.7% | 減碼 |
| Bridgewater Associates, LP | 146,372 | $2,444 萬 | 0.14% | +2,557+1.8% | 加碼 |
| American Century Companies Inc | 148,621 | $2,481 萬 | 0.02% | −112,455−43.1% | 減碼 |
| Royce & Associates LP | 150,085 | $2,506 萬 | 0.23% | −18,291−10.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 150,873 | $2,519 萬 | 0.05% | +3,113+2.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 153,384 | $2,561 萬 | 0.05% | +106,881+229.8% | 加碼 |
| Stadium Capital Management LLC | 155,017 | $2,588 萬 | 21.72% | +53,800+53.2% | 加碼 |
| Korea Investment CORP | 156,688 | $2,616 萬 | 0.07% | −102,227−39.5% | 減碼 |
| Cerity Partners LLC | 157,607 | $2,631 萬 | 0.09% | +150,985+2,280.1% | 加碼 |
| New York State Teachers Retirement System | 158,217 | $2,641 萬 | 0.06% | −25,435−13.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 160,039 | $2,672 萬 | 0.07% | −12,342−7.2% | 減碼 |
| Teacher Retirement System of Texas | 169,096 | $2,823 萬 | 0.19% | −118,590−41.2% | 減碼 |
| JS Capital Management LLC | 170,000 | $2,838 萬 | 3.40% | +170,000 | 新進 |
| GoodHaven Capital Management, LLC | 170,790 | $2,851 萬 | 12.37% | −1,450−0.8% | 減碼 |
| Driehaus Capital Management LLC | 175,848 | $2,936 萬 | 0.35% | +96,960+122.9% | 加碼 |
| Cartenna Capital, LP | 180,000 | $3,005 萬 | 3.15% | +180,000 | 新進 |
| Man Group plc | 184,325 | $3,077 萬 | 0.09% | – | – |
| Comerica Bank | 193,251 | $3,226 萬 | 0.15% | −15,035−7.2% | 減碼 |
| National Pension Service | 195,400 | $3,262 萬 | 0.05% | 00.0% | 不變 |
| Schroder Investment Management Group | 204,335 | $3,411 萬 | 0.04% | −160,734−44.0% | 減碼 |
| California State Teachers Retirement System | 205,871 | $3,437 萬 | 0.05% | −6,407−3.0% | 減碼 |
| Principal Financial Group Inc | 206,998 | $3,456 萬 | 0.02% | −267,442−56.4% | 減碼 |
| Victory Capital Management Inc | 213,133 | $3,558 萬 | 0.04% | +62,601+41.6% | 加碼 |
| Fisher Asset Management, LLC | 218,374 | $3,646 萬 | 0.02% | −8,003−3.5% | 減碼 |
| Russell Investments Group, Ltd. | 219,106 | $3,659 萬 | 0.07% | −33,330−13.2% | 減碼 |
| Credit Suisse AG | 220,981 | $3,689 萬 | 0.04% | +7,041+3.3% | 加碼 |
| Franklin Resources Inc | 224,403 | $3,746 萬 | 0.02% | +11,060+5.2% | 加碼 |
| Rhumbline Advisers | 228,724 | $3,818 萬 | 0.04% | −150,692−39.7% | 減碼 |
| Susquehanna International Group, LLP | 229,727 | $3,835 萬 | 0.06% | +225,103+4,868.1% | 加碼 |
| Goldentree Asset Management LP | 233,196 | $3,893 萬 | 4.04% | −161,387−40.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 238,235 | $3,977 萬 | 0.33% | +164,959+225.1% | 加碼 |
| Macquarie Group Ltd | 238,309 | $3,978 萬 | 0.05% | +115,617+94.2% | 加碼 |
| Renaissance Technologies LLC | 244,000 | $4,073 萬 | 0.06% | −107,941−30.7% | 減碼 |
| California Public Employees Retirement System | 246,034 | $4,107 萬 | 0.03% | −16,807−6.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 251,435 | $4,197 萬 | 0.19% | −31,376−11.1% | 減碼 |
| Amundi | 256,657 | $4,244 萬 | 0.02% | −49,878−16.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 256,148 | $4,277 萬 | 0.10% | −49,154−16.1% | 減碼 |
| RBF Capital, LLC | 258,702 | $4,319 萬 | 2.70% | −90.0% | 減碼 |
| Assenagon Asset Management S.A. | 259,782 | $4,337 萬 | 0.13% | +150,973+138.8% | 加碼 |
| Bank of America Corp | 260,169 | $4,343 萬 | 0.00% | −59,891−18.7% | 減碼 |
| APG Asset Management N.V. | 289,738 | $4,379 萬 | 0.09% | +284,338+5,265.5% | 加碼 |
| LPL Financial LLC | 267,113 | $4,459 萬 | 0.03% | +69,142+34.9% | 加碼 |
| JB Capital Partners LP | 292,265 | $4,879 萬 | 9.86% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 293,058 | $4,892 萬 | 0.02% | −11,966−3.9% | 減碼 |
| Hill City Capital, LP | 300,000 | $5,008 萬 | 4.42% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 312,799 | $5,222 萬 | 0.42% | −4,923−1.5% | 減碼 |
| Commerce Bank | 314,596 | $5,252 萬 | 0.37% | −53,104−14.4% | 減碼 |
| First Trust Advisors LP | 314,998 | $5,259 萬 | 0.06% | +98,436+45.5% | 加碼 |
| Interval Partners, LP | 315,584 | $5,268 萬 | 2.29% | +315,584 | 新進 |
| Samlyn Capital, LLC | 320,785 | $5,355 萬 | 1.16% | −21,289−6.2% | 減碼 |
| Panagora Asset Management Inc | 324,005 | $5,409 萬 | 0.30% | +33,714+11.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 338,706 | $5,654 萬 | 0.06% | −189,533−35.9% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 340,855 | $5,690 萬 | 0.29% | −48,086−12.4% | 減碼 |
| Barclays PLC | 356,725 | $5,955 萬 | 0.03% | −173,646−32.7% | 減碼 |
| Jacobs Levy Equity Management, Inc | 360,976 | $6,026 萬 | 0.30% | −50,075−12.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 367,961 | $6,143 萬 | 0.05% | −10,145−2.7% | 減碼 |
| Millennium Management LLC | 378,482 | $6,318 萬 | 0.06% | +263,749+229.9% | 加碼 |
| Royal Bank of Canada | 387,660 | $6,472 萬 | 0.02% | +1,061+0.3% | 加碼 |
| Swiss National Bank | 390,987 | $6,527 萬 | 0.05% | −21,300−5.2% | 減碼 |
| Cookson Peirce & Co Inc | 394,546 | $6,587 萬 | 3.98% | −10,950−2.7% | 減碼 |
| Lord, Abbett & Co. LLC | 403,454 | $6,735 萬 | 0.24% | −31,009−7.1% | 減碼 |
| Avala Global LP | 413,100 | $6,896 萬 | 5.32% | +413,100 | 新進 |
| Neuberger Berman Group LLC | 451,306 | $7,534 萬 | 0.07% | +24,864+5.8% | 加碼 |
| Goldman Sachs Group Inc | 471,360 | $7,869 萬 | 0.02% | +45,242+10.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 473,341 | $7,902 萬 | 0.19% | +161,993+52.0% | 加碼 |
| HSBC Holdings PLC | 489,047 | $8,163 萬 | 0.07% | +295,643+152.9% | 加碼 |