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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 158,217 | $2,641 萬 | 0.06% | −25,435−13.8% | 減碼 |
| Cerity Partners LLC | 157,607 | $2,631 萬 | 0.09% | +150,985+2,280.1% | 加碼 |
| Korea Investment CORP | 156,688 | $2,616 萬 | 0.07% | −102,227−39.5% | 減碼 |
| Stadium Capital Management LLC | 155,017 | $2,588 萬 | 21.72% | +53,800+53.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 153,384 | $2,561 萬 | 0.05% | +106,881+229.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 150,873 | $2,519 萬 | 0.05% | +3,113+2.1% | 加碼 |
| Royce & Associates LP | 150,085 | $2,506 萬 | 0.23% | −18,291−10.9% | 減碼 |
| American Century Companies Inc | 148,621 | $2,481 萬 | 0.02% | −112,455−43.1% | 減碼 |
| Bridgewater Associates, LP | 146,372 | $2,444 萬 | 0.14% | +2,557+1.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 145,031 | $2,421 萬 | 0.39% | −64,226−30.7% | 減碼 |
| Advisor Group Holdings, Inc. | 144,062 | $2,405 萬 | 0.04% | −30,143−17.3% | 減碼 |
| Wells Fargo & Company | 139,985 | $2,337 萬 | 0.01% | −35,190−20.1% | 減碼 |
| Capital Fund Management S.A. | 133,347 | $2,226 萬 | 0.28% | −143,046−51.8% | 減碼 |
| Envestnet Asset Management Inc | 129,208 | $2,157 萬 | 0.01% | +7,391+6.1% | 加碼 |
| Raymond James & Associates | 128,969 | $2,153 萬 | 0.02% | +908+0.7% | 加碼 |
| Ensign Peak Advisors, Inc | 128,875 | $2,151 萬 | 0.04% | −6,418−4.7% | 減碼 |
| Allianz Asset Management GmbH | 128,348 | $2,143 萬 | 0.04% | +54,557+73.9% | 加碼 |
| Citigroup Inc | 127,739 | $2,132 萬 | 0.03% | −1,216−0.9% | 減碼 |
| Woodson Capital Management, LP | 126,000 | $2,103 萬 | 4.89% | −24,000−16.0% | 減碼 |
| Thornburg Investment Management Inc | 125,353 | $2,091 萬 | 0.30% | +25,246+25.2% | 加碼 |
| Railway Pension Investments Ltd | 125,000 | $2,087 萬 | 0.22% | +23,900+23.6% | 加碼 |
| Lodge Hill Capital, LLC | 124,300 | $2,075 萬 | 9.14% | −35,000−22.0% | 減碼 |
| Bank of Montreal | 118,676 | $2,010 萬 | 0.01% | +83,635+238.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 119,900 | $2,002 萬 | 0.04% | +119,900 | 新進 |
| Walleye Trading LLC | 119,649 | $1,997 萬 | 0.30% | +88,557+284.8% | 加碼 |
| AustralianSuper Pty Ltd | 118,072 | $1,971 萬 | 0.12% | +72,957+161.7% | 加碼 |
| 1832 Asset Management L.P. | 116,704 | $1,948 萬 | 0.04% | −588−0.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120,842 | $1,925 萬 | 0.03% | +65,702+119.2% | 加碼 |
| Scout Investments, Inc. | 113,818 | $1,900 萬 | 0.47% | +57,801+103.2% | 加碼 |
| Punch & Associates Investment Management, Inc. | 113,271 | $1,891 萬 | 1.11% | −19,650−14.8% | 減碼 |
| Achmea Investment Management B.V. | 112,284 | $1,875 萬 | 0.39% | −21,545−16.1% | 減碼 |
| UBS Group AG | 110,586 | $1,846 萬 | 0.01% | +36,475+49.2% | 加碼 |
| Whittier Trust Co | 110,447 | $1,844 萬 | 0.30% | +2,879+2.7% | 加碼 |
| Illinois Municipal Retirement Fund | 109,468 | $1,828 萬 | 0.31% | −6,519−5.6% | 減碼 |
| State of Tennessee, Treasury Department | 109,284 | $1,824 萬 | 0.07% | +42,464+63.5% | 加碼 |
| Mackenzie Financial Corp | 106,942 | $1,785 萬 | 0.03% | −41,116−27.8% | 減碼 |
| Twinbeech Capital LP | 106,170 | $1,772 萬 | 0.29% | −58,320−35.5% | 減碼 |
| New York State Common Retirement Fund | 101,836 | $1,700 萬 | 0.02% | −14,283−12.3% | 減碼 |
| Storebrand Asset Management AS | 98,207 | $1,639 萬 | 0.06% | +26,838+37.6% | 加碼 |
| KBC Group NV | 97,571 | $1,629 萬 | 0.06% | −42,135−30.2% | 減碼 |
| Great West Life Assurance Co | 96,506 | $1,606 萬 | 0.04% | −56,904−37.1% | 減碼 |
| Andra AP-fonden | 95,900 | $1,601 萬 | 0.85% | −9,300−8.8% | 減碼 |
| Voya Investment Management LLC | 95,512 | $1,594 萬 | 0.02% | +6,315+7.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 94,505 | $1,578 萬 | 0.03% | +32,819+53.2% | 加碼 |
| Paradigm Capital Management Inc | 94,075 | $1,570 萬 | 0.82% | 00.0% | 不變 |
| Prudential Financial Inc | 93,322 | $1,558 萬 | 0.02% | +52,720+129.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 92,274 | $1,540 萬 | 0.02% | −24,930−21.3% | 減碼 |
| Picton Mahoney Asset Management | 91,133 | $1,521 萬 | 0.70% | +35,781+64.6% | 加碼 |
| Federated Hermes, Inc. | 91,091 | $1,521 萬 | 0.04% | +44,389+95.0% | 加碼 |
| Walleye Capital LLC | 89,415 | $1,493 萬 | 0.21% | +89,415 | 新進 |
| Public Employees Retirement System of Ohio | 87,558 | $1,462 萬 | 0.06% | +15,155+20.9% | 加碼 |
| Bridgeway Capital Management, LLC | 85,400 | $1,426 萬 | 0.31% | −9,600−10.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 83,731 | $1,398 萬 | 0.01% | −8,830−9.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 83,429 | $1,393 萬 | 0.06% | +64,648+344.2% | 加碼 |
| Stifel Financial Corp | 82,168 | $1,372 萬 | 0.02% | −3,320−3.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,254 | $1,340 萬 | 0.05% | −36,953−31.5% | 減碼 |
| Vinva Investment Management Ltd | 77,674 | $1,334 萬 | 0.93% | +6,788+9.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,300 | $1,324 萬 | 0.02% | +26,685+50.7% | 加碼 |
| Nomura Asset Management Co Ltd | 76,726 | $1,281 萬 | 0.05% | −14,088−15.5% | 減碼 |
| Putnam Investments LLC | 76,675 | $1,280 萬 | 0.02% | −109,607−58.8% | 減碼 |
| State of Wisconsin Investment Board | 76,020 | $1,269 萬 | 0.04% | −990−1.3% | 減碼 |
| Retirement Systems of Alabama | 76,012 | $1,269 萬 | 0.05% | −212,613−73.7% | 減碼 |
| Cambria Investment Management, L.P. | 75,566 | $1,261 萬 | 0.88% | +11,685+18.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 74,036 | $1,236 萬 | 0.12% | +29,177+65.0% | 加碼 |
| Empowered Funds, LLC | 73,528 | $1,227 萬 | 0.31% | +4,402+6.4% | 加碼 |
| Brightline Capital Management, LLC | 73,000 | $1,219 萬 | 13.22% | +73,000 | 新進 |
| State of New Jersey Common Pension Fund D | 70,811 | $1,182 萬 | 0.04% | −1,390−1.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 68,932 | $1,151 萬 | 0.04% | +68,932 | 新進 |
| Whittier Trust Co of Nevada Inc | 68,919 | $1,151 萬 | 0.37% | +3,433+5.2% | 加碼 |
| Hook Mill Capital Partners, LP | 68,531 | $1,144 萬 | 3.02% | +31,758+86.4% | 加碼 |
| Toronto Dominion Bank | 68,431 | $1,142 萬 | 0.02% | +43,957+179.6% | 加碼 |
| Engle Capital Management, L.P. | 68,100 | $1,137 萬 | 3.98% | +68,100 | 新進 |
| Wedge Capital Management L L P | 67,242 | $1,123 萬 | 0.20% | +11,695+21.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 66,929 | $1,117 萬 | 0.24% | −4,652−6.5% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 65,900 | $1,100 萬 | 0.10% | +100+0.2% | 加碼 |
| Hudson Bay Capital Management LP | 65,740 | $1,097 萬 | 0.10% | +40,840+164.0% | 加碼 |
| Crown Advisors Management, Inc. | 65,000 | $1,085 萬 | 7.43% | −10,000−13.3% | 減碼 |
| Waratah Capital Advisors Ltd. | 64,548 | $1,078 萬 | 0.61% | +57,105+767.2% | 加碼 |
| Gotham Asset Management, LLC | 63,282 | $1,056 萬 | 0.20% | +6,021+10.5% | 加碼 |
| Treasurer of the State of North Carolina | 61,602 | $1,028 萬 | 0.05% | −1,846−2.9% | 減碼 |
| Burney Co | 60,900 | $1,017 萬 | 0.43% | +37,651+161.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 58,353 | $951.5 萬 | 0.02% | +9,122+18.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,420 | $941.9 萬 | 0.32% | +4,108+7.9% | 加碼 |
| Pinebridge Investments, L.P. | 55,599 | $928.2 萬 | 0.09% | +44,885+418.9% | 加碼 |
| Hudson Value Partners, LLC | 55,598 | $928.2 萬 | 4.32% | −37−0.1% | 減碼 |
| Altus Wealth Group LLC | 54,901 | $916.5 萬 | 5.08% | +432+0.8% | 加碼 |
| Jupiter Asset Management Ltd | 54,865 | $915.9 萬 | 0.09% | −438,206−88.9% | 減碼 |
| CI Private Wealth, LLC | 54,664 | $912.6 萬 | 0.02% | −4,863−8.2% | 減碼 |
| Candelo Capital Management LP | 54,098 | $903.1 萬 | 7.69% | +54,098 | 新進 |
| Hodges Capital Management Inc. | 54,056 | $902.5 萬 | 0.48% | −55−0.1% | 減碼 |
| Amalgamated Bank | 53,689 | $896.3 萬 | 0.07% | −43,433−44.7% | 減碼 |
| Telemus Capital, LLC | 52,468 | $875.9 萬 | 0.72% | +1,676+3.3% | 加碼 |
| Asset Management One Co.,Ltd. | 51,809 | $873.8 萬 | 0.04% | +2,311+4.7% | 加碼 |
| Standard Life Aberdeen plc | 51,858 | $865.7 萬 | 0.02% | +28,762+124.5% | 加碼 |
| Moore Capital Management, LP | 51,181 | $854.4 萬 | 0.21% | +51,181 | 新進 |
| Forsta Ap-Fonden | 50,700 | $846.4 萬 | 0.09% | −20,700−29.0% | 減碼 |
| Smith, Graham & Co., Investment Advisors, LP | 50,559 | $844.0 萬 | 0.97% | −7,872−13.5% | 減碼 |
| Navellier & Associates Inc | 50,203 | $838.1 萬 | 1.26% | +1,871+3.9% | 加碼 |
| Soapstone Management L.P. | 50,000 | $834.7 萬 | 4.57% | −10,000−16.7% | 減碼 |
| Shellback Capital, LP | 50,000 | $834.7 萬 | 0.73% | +50,000 | 新進 |