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。
2025 年第 1 季 13F 持有人
Builders FirstSource, Inc. 在 2025/3/31 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
- 786
- 較 2024 年第 4 季 −19 家
- 持有股數
- 1.09 億
- 較 2024 年第 4 季 +146.2 萬 (+1.4%)
- 總市值
- $136.6 億
- 較 2024 年第 4 季 −$17.7 億 (−11.5%)
- 新進機構
- 111
- 另有 298 家加碼
- 清倉機構
- 130
- 另有 294 家減碼
另有 14 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 152,136 | $1,901 萬 | 0.31% | +29,206+23.8% | 加碼 |
| Gotham Asset Management, LLC | 150,082 | $1,875 萬 | 0.16% | +29,046+24.0% | 加碼 |
| Woodson Capital Management, LP | 150,000 | $1,874 萬 | 4.28% | +60,000+66.7% | 加碼 |
| Tran Capital Management, L.P. | 145,719 | $1,821 萬 | 2.45% | +92,004+171.3% | 加碼 |
| TD Asset Management Inc | 143,268 | $1,790 萬 | 0.02% | +101,594+243.8% | 加碼 |
| Principal Financial Group Inc | 138,040 | $1,725 萬 | 0.01% | −967−0.7% | 減碼 |
| Fred Alger Management, LLC | 133,484 | $1,668 萬 | 0.09% | −123,916−48.1% | 減碼 |
| Hudson Bay Capital Management LP | 131,241 | $1,640 萬 | 0.10% | +60,144+84.6% | 加碼 |
| Punch & Associates Investment Management, Inc. | 122,462 | $1,530 萬 | 1.00% | +6,871+5.9% | 加碼 |
| Canada Pension Plan Investment Board | 122,447 | $1,530 萬 | 0.01% | +21,054+20.8% | 加碼 |
| Banque Transatlantique SA | 120,870 | $1,510 萬 | 0.46% | −26,713−18.1% | 減碼 |
| New York State Common Retirement Fund | 118,028 | $1,475 萬 | 0.02% | +13,364+12.8% | 加碼 |
| Achmea Investment Management B.V. | 116,611 | $1,457 萬 | 0.21% | +24,360+26.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 116,109 | $1,451 萬 | 0.03% | 00.0% | 不變 |
| Hauser Brothers GmbH | 115,900 | $1,448 萬 | 13.79% | +8,000+7.4% | 加碼 |
| New York State Teachers Retirement System | 115,886 | $1,448 萬 | 0.03% | −17,980−13.4% | 減碼 |
| Parnassus Investments | 107,970 | $1,349 萬 | 0.03% | +107,970 | 新進 |
| Whittier Trust Co | 106,828 | $1,335 萬 | 0.19% | +2,075+2.0% | 加碼 |
| Illinois Municipal Retirement Fund | 105,907 | $1,323 萬 | 0.19% | −7,488−6.6% | 減碼 |
| Distillate Capital Partners LLC | 103,085 | $1,288 萬 | 0.66% | −9,600−8.5% | 減碼 |
| 1832 Asset Management L.P. | 102,635 | $1,282 萬 | 0.02% | +5,633+5.8% | 加碼 |
| Franklin Resources Inc | 102,433 | $1,280 萬 | 0.00% | +43,879+74.9% | 加碼 |
| KLCM Advisors, Inc. | 99,763 | $1,246 萬 | 1.46% | +38,346+62.4% | 加碼 |
| STRS Ohio | 95,000 | $1,187 萬 | 0.05% | 00.0% | 不變 |
| Royce & Associates LP | 93,221 | $1,165 萬 | 0.13% | 00.0% | 不變 |
| Bank of Montreal | 91,726 | $1,146 萬 | 0.01% | −20,765−18.5% | 減碼 |
| Jane Street Group, LLC | 91,138 | $1,139 萬 | 0.02% | −116,672−56.1% | 減碼 |
| Man Group plc | 88,381 | $1,104 萬 | 0.03% | −63,797−41.9% | 減碼 |
| Paradigm Capital Management Inc | 85,750 | $1,071 萬 | 0.60% | 00.0% | 不變 |
| Railway Pension Investments Ltd | 84,300 | $1,053 萬 | 0.15% | 00.0% | 不變 |
| Inherent Management Corp. | 84,297 | $1,053 萬 | 6.41% | 00.0% | 不變 |
| De Lisle Partners LLP | 82,501 | $1,030 萬 | 1.71% | +4,000+5.1% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 82,445 | $1,030 萬 | 0.38% | +82,445 | 新進 |
| Korea Investment CORP | 81,170 | $1,014 萬 | 0.02% | −24,899−23.5% | 減碼 |
| Andra AP-fonden | 81,000 | $1,012 萬 | 0.17% | −91,500−53.0% | 減碼 |
| Millennium Management LLC | 79,978 | $999.2 萬 | 0.01% | −46,272−36.7% | 減碼 |
| State of Wisconsin Investment Board | 79,459 | $992.8 萬 | 0.03% | +5,745+7.8% | 加碼 |
| Standard Life Aberdeen plc | 79,455 | $980.8 萬 | 0.02% | +33,443+72.7% | 加碼 |
| Picton Mahoney Asset Management | 78,096 | $975.6 萬 | 0.33% | −4,105−5.0% | 減碼 |
| National Bank of Canada | 75,969 | $949.1 萬 | 0.01% | +21,225+38.8% | 加碼 |
| Wilkinson Global Asset Management LLC | 73,746 | $921.4 萬 | 0.58% | +1,658+2.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 72,065 | $905.2 萬 | 0.02% | +47,201+189.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 72,177 | $901.8 萬 | 0.23% | +2,746+4.0% | 加碼 |
| Great West Life Assurance Co | 69,869 | $873.8 萬 | 0.02% | −486−0.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 69,442 | $867.6 萬 | 0.02% | −38,058−35.4% | 減碼 |
| Federated Hermes, Inc. | 69,235 | $865.0 萬 | 0.02% | −27,162−28.2% | 減碼 |
| Prudential Financial Inc | 67,361 | $841.6 萬 | 0.01% | −3,119−4.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 66,791 | $834.5 萬 | 0.01% | −2,070−3.0% | 減碼 |
| SEI Investments Co | 64,987 | $811.4 萬 | 0.01% | +12,606+24.1% | 加碼 |
| Cambria Investment Management, L.P. | 64,366 | $804.2 萬 | 0.56% | −6,534−9.2% | 減碼 |
| Kailix Advisors LLC | 63,155 | $789.1 萬 | 8.87% | +5,690+9.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 61,691 | $770.8 萬 | 0.06% | +160+0.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 60,356 | $754.1 萬 | 0.02% | −36−0.1% | 減碼 |
| Mariner, LLC | 59,966 | $749.2 萬 | 0.01% | +2,350+4.1% | 加碼 |
| Hudson Value Partners, LLC | 59,031 | $737.5 萬 | 2.77% | −1,294−2.1% | 減碼 |
| Wedge Capital Management L L P | 58,219 | $727.4 萬 | 0.14% | +9,054+18.4% | 加碼 |
| Mountaineer Partners Management, LLC | 58,211 | $727.3 萬 | 6.96% | +2,336+4.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 57,415 | $717.3 萬 | 0.01% | +1,987+3.6% | 加碼 |
| Royal London Asset Management Ltd | 57,364 | $716.7 萬 | 0.02% | +2,438+4.4% | 加碼 |
| PGGM Investments | 55,732 | $696.3 萬 | 0.09% | 00.0% | 不變 |
| Mountain Lake Investment Management LLC | 55,284 | $690.7 萬 | 6.50% | +18,917+52.0% | 加碼 |
| Nomura Asset Management Co Ltd | 54,887 | $685.8 萬 | 0.02% | +1,220+2.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 56,051 | $683.3 萬 | 0.01% | +1,376+2.5% | 加碼 |
| Retirement Systems of Alabama | 54,255 | $677.9 萬 | 0.03% | −187−0.3% | 減碼 |
| Susquehanna International Group, LLP | 54,113 | $676.1 萬 | 0.01% | −17,519−24.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 53,857 | $670.8 萬 | 0.02% | −2,424−4.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,697 | $670.3 萬 | 0.07% | +3,519+7.0% | 加碼 |
| Polar Capital Holdings Plc | 52,688 | $658.3 萬 | 0.04% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 52,716 | $656.4 萬 | 0.09% | −22,718−30.1% | 減碼 |
| Mutual of America Capital Management LLC | 52,409 | $654.8 萬 | 0.08% | +5,630+12.0% | 加碼 |
| Treasurer of the State of North Carolina | 51,812 | $647.3 萬 | 0.03% | −1,412−2.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,346 | $641.5 萬 | 0.01% | +5,789+12.7% | 加碼 |
| Alberta Investment Management Corp | 50,578 | $631.9 萬 | 0.04% | +50,578 | 新進 |
| Eagle Global Advisors LLC | 50,255 | $627.9 萬 | 0.26% | +1,585+3.3% | 加碼 |
| CI Private Wealth, LLC | 49,613 | $619.9 萬 | 0.01% | −6,942−12.3% | 減碼 |
| Cetera Investment Advisers | 49,223 | $615.0 萬 | 0.01% | +9,323+23.4% | 加碼 |
| Axxcess Wealth Management, LLC | 47,535 | $593.9 萬 | 0.16% | +1,731+3.8% | 加碼 |
| Asset Management One Co.,Ltd. | 47,339 | $591.5 萬 | 0.02% | +2,089+4.6% | 加碼 |
| Comerica Bank | 46,763 | $584.2 萬 | 0.02% | +17,879+61.9% | 加碼 |
| Interval Partners, LP | 45,224 | $565.0 萬 | 0.20% | +45,224 | 新進 |
| Altus Wealth Group LLC | 45,021 | $562.5 萬 | 2.63% | +4,549+11.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 44,295 | $553.5 萬 | 0.05% | +217+0.5% | 加碼 |
| Rafferty Asset Management, LLC | 43,977 | $549.4 萬 | 0.02% | −1,800−3.9% | 減碼 |
| Firetrail Investments Pty Ltd | 43,335 | $547.3 萬 | 1.59% | +1,593+3.8% | 加碼 |
| Danske Bank A/S | 42,501 | $531.0 萬 | 0.02% | −70,820−62.5% | 減碼 |
| Macquarie Group Ltd | 41,970 | $524.4 萬 | 0.01% | +2,580+6.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,613 | $519.9 萬 | 0.01% | +520+1.3% | 加碼 |
| Investment House LLC | 40,663 | $508.0 萬 | 0.29% | +21,706+114.5% | 加碼 |
| Public Employees Retirement System of Ohio | 40,457 | $505.5 萬 | 0.02% | −6,965−14.7% | 減碼 |
| Toronto Dominion Bank | 40,361 | $504.3 萬 | 0.01% | −4,537−10.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 40,153 | $501.7 萬 | 0.08% | +3,882+10.7% | 加碼 |
| ExodusPoint Capital Management, LP | 38,450 | $480.4 萬 | 0.06% | +38,450 | 新進 |
| Lingohr & Partner Asset Management GmbH | 38,283 | $478.3 萬 | 1.20% | +38,283 | 新進 |
| State of New Jersey Common Pension Fund D | 37,727 | $471.4 萬 | 0.02% | −4,743−11.2% | 減碼 |
| Highland Capital Management, LLC | 37,390 | $467.2 萬 | 0.28% | −300−0.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 36,857 | $460.5 萬 | 0.03% | +3,244+9.7% | 加碼 |
| KLP Kapitalforvaltning AS | 36,800 | $459.8 萬 | 0.02% | −4,800−11.5% | 減碼 |
| Quantinno Capital Management LP | 36,217 | $452.5 萬 | 0.03% | +4,875+15.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 35,773 | $446.7 萬 | 0.03% | −1,040−2.8% | 減碼 |
| Argent Capital Management LLC | 35,392 | $442.2 萬 | 0.14% | −1,560−4.2% | 減碼 |