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 2 季 13F 持有人
Builders FirstSource, Inc. 在 2025/6/30 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
- 776
- 較 2025 年第 1 季 0 家
- 持有股數
- 1.09 億
- 較 2025 年第 1 季 −77.5 萬 (−0.7%)
- 總市值
- $126.7 億
- 較 2025 年第 1 季 −$9.80 億 (−7.2%)
- 新進機構
- 120
- 另有 283 家加碼
- 清倉機構
- 120
- 另有 288 家減碼
另有 10 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,555,323 | $14.7 億 | 0.02% | −808,652−6.1% | 減碼 |
| FMR LLC | 11,626,978 | $13.6 億 | 0.08% | +903,502+8.4% | 加碼 |
| BlackRock, Inc. | 8,638,602 | $10.1 億 | 0.02% | −985,105−10.2% | 減碼 |
| State Street Corp | 5,026,553 | $5.87 億 | 0.02% | +29,443+0.6% | 加碼 |
| Wellington Management Group LLP | 3,383,803 | $3.95 億 | 0.07% | +166,678+5.2% | 加碼 |
| Geode Capital Management, LLC | 2,882,305 | $3.35 億 | 0.02% | −72,471−2.5% | 減碼 |
| Diamond Hill Capital Management Inc | 2,536,032 | $2.96 億 | 1.36% | +265,670+11.7% | 加碼 |
| Dimensional Fund Advisors LP | 2,194,262 | $2.56 億 | 0.06% | −50,187−2.2% | 減碼 |
| Brave Warrior Advisors, LLC | 1,827,261 | $2.13 億 | 4.89% | +585,683+47.2% | 加碼 |
| Invesco Ltd. | 1,775,347 | $2.07 億 | 0.04% | −744,114−29.5% | 減碼 |
| Voya Investment Management LLC | 1,757,978 | $2.05 億 | 0.20% | −82,193−4.5% | 減碼 |
| Morgan Stanley | 1,749,083 | $2.04 億 | 0.01% | +484,935+38.4% | 加碼 |
| Massachusetts Financial Services Co | 1,556,151 | $1.82 億 | 0.06% | +74,681+5.0% | 加碼 |
| Baillie Gifford & Co | 1,524,282 | $1.78 億 | 0.13% | −36,693−2.4% | 減碼 |
| Norges Bank | 1,268,269 | $1.48 億 | 0.02% | −17,123−1.3% | 減碼 |
| Boston Partners | 1,070,786 | $1.25 億 | 0.14% | −517,387−32.6% | 減碼 |
| Northern Trust Corp | 1,018,281 | $1.19 億 | 0.02% | −116,305−10.3% | 減碼 |
| Sands Capital Management, LLC | 1,016,773 | $1.19 億 | 0.34% | −34,771−3.3% | 減碼 |
| Charles Schwab Investment Management Inc | 924,296 | $1.08 億 | 0.02% | +14,430+1.6% | 加碼 |
| Assetmark, Inc | 903,428 | $1.05 億 | 0.25% | −6,479−0.7% | 減碼 |
| Evercore Wealth Management, LLC | 873,956 | $1.02 億 | 1.59% | −7,044−0.8% | 減碼 |
| Janus Henderson Group PLC | 859,258 | $1.00 億 | 0.05% | +441,808+105.8% | 加碼 |
| Clearbridge Investments, LLC | 850,805 | $9,928 萬 | 0.08% | −4,037−0.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 766,867 | $8,949 萬 | 0.17% | −10,062−1.3% | 減碼 |
| Capital World Investors | 760,228 | $8,871 萬 | 0.01% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 733,706 | $8,562 萬 | 0.02% | +92,848+14.5% | 加碼 |
| Bank of New York Mellon Corp | 702,124 | $8,193 萬 | 0.02% | −231,207−24.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 673,480 | $7,859 萬 | 0.34% | +144,496+27.3% | 加碼 |
| Coliseum Capital Management, LLC | 638,210 | $7,447 萬 | 5.35% | +83,169+15.0% | 加碼 |
| Alliancebernstein L.P. | 624,892 | $7,292 萬 | 0.02% | −393,150−38.6% | 減碼 |
| Legal & General Group Plc | 609,018 | $7,107 萬 | 0.02% | −94,924−13.5% | 減碼 |
| Deutsche Bank AG | 606,422 | $7,076 萬 | 0.03% | −6,197−1.0% | 減碼 |
| Frontier Capital Management Co LLC | 601,197 | $7,015 萬 | 0.65% | −27,402−4.4% | 減碼 |
| Bank of America Corp | 598,135 | $6,980 萬 | 0.01% | +178,955+42.7% | 加碼 |
| Loomis Sayles & Co L P | 596,128 | $6,956 萬 | 0.09% | +57,266+10.6% | 加碼 |
| UBS Group AG | 570,774 | $6,660 萬 | 0.01% | −3,493−0.6% | 減碼 |
| Victory Capital Management Inc | 565,120 | $6,633 萬 | 0.04% | +175,391+45.0% | 加碼 |
| JPMorgan Chase & Co | 516,164 | $6,023 萬 | 0.00% | −434,378−45.7% | 減碼 |
| Jacobs Levy Equity Management, Inc | 494,327 | $5,768 萬 | 0.23% | +278,640+129.2% | 加碼 |
| Amundi | 448,316 | $5,734 萬 | 0.02% | −103,664−18.8% | 減碼 |
| Qube Research & Technologies Ltd | 487,707 | $5,691 萬 | 0.08% | +487,707 | 新進 |
| LSV Asset Management | 448,053 | $5,228 萬 | 0.12% | −27,272−5.7% | 減碼 |
| Neuberger Berman Group LLC | 438,986 | $5,123 萬 | 0.04% | +56,726+14.8% | 加碼 |
| Fiera Capital Corp | 426,122 | $4,972 萬 | 0.17% | +159,343+59.7% | 加碼 |
| AustralianSuper Pty Ltd | 420,477 | $4,907 萬 | 0.25% | +115,505+37.9% | 加碼 |
| Robotti Robert | 415,803 | $4,852 萬 | 9.10% | +2,051+0.5% | 加碼 |
| Citigroup Inc | 408,498 | $4,767 萬 | 0.03% | +191,843+88.5% | 加碼 |
| Ameriprise Financial Inc | 393,460 | $4,591 萬 | 0.01% | −216,857−35.5% | 減碼 |
| Goldman Sachs Group Inc | 390,399 | $4,556 萬 | 0.01% | +61,656+18.8% | 加碼 |
| Barclays PLC | 370,526 | $4,324 萬 | 0.02% | +127,553+52.5% | 加碼 |
| Swiss National Bank | 344,287 | $4,017 萬 | 0.02% | +19,700+6.1% | 加碼 |
| Russell Investments Group, Ltd. | 343,176 | $4,005 萬 | 0.05% | +168,293+96.2% | 加碼 |
| LPL Financial LLC | 342,190 | $3,993 萬 | 0.01% | +41,606+13.8% | 加碼 |
| Commerce Bank | 340,562 | $3,974 萬 | 0.23% | +1,552+0.5% | 加碼 |
| American Century Companies Inc | 339,103 | $3,957 萬 | 0.02% | −10,606−3.0% | 減碼 |
| Pictet Asset Management Holding SA | 335,485 | $3,915 萬 | 0.04% | +50,021+17.5% | 加碼 |
| Atreides Management, LP | 322,151 | $3,759 萬 | 1.04% | +322,151 | 新進 |
| Alyeska Investment Group, L.P. | 317,858 | $3,709 萬 | 0.13% | +317,858 | 新進 |
| Stadium Capital Management LLC | 317,592 | $3,706 萬 | 34.12% | +90,101+39.6% | 加碼 |
| First Trust Advisors LP | 316,845 | $3,697 萬 | 0.03% | +16,135+5.4% | 加碼 |
| Envestnet Asset Management Inc | 315,735 | $3,684 萬 | 0.01% | +8,386+2.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 313,216 | $3,655 萬 | 0.02% | +22,413+7.7% | 加碼 |
| Seizert Capital Partners, LLC | 300,990 | $3,512 萬 | 1.54% | +2,799+0.9% | 加碼 |
| Raymond James Financial Inc | 296,528 | $3,460 萬 | 0.01% | +71,982+32.1% | 加碼 |
| Nuveen, LLC | 292,361 | $3,412 萬 | 0.01% | +1,507+0.5% | 加碼 |
| JB Capital Partners LP | 292,265 | $3,410 萬 | 6.32% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 290,128 | $3,386 萬 | 0.00% | −1,119−0.4% | 減碼 |
| Lodge Hill Capital, LLC | 288,000 | $3,361 萬 | 7.74% | +96,120+50.1% | 加碼 |
| Two Sigma Investments, LP | 278,410 | $3,249 萬 | 0.06% | +278,410 | 新進 |
| Thornburg Investment Management Inc | 271,574 | $3,169 萬 | 0.41% | +45,618+20.2% | 加碼 |
| Egerton Capital (UK) LLP | 262,628 | $3,065 萬 | 0.31% | +262,628 | 新進 |
| Wells Fargo & Company | 262,458 | $3,063 萬 | 0.01% | +3,204+1.2% | 加碼 |
| Renaissance Technologies LLC | 262,341 | $3,061 萬 | 0.04% | +262,341 | 新進 |
| RBF Capital, LLC | 258,702 | $3,019 萬 | 1.49% | 00.0% | 不變 |
| HSBC Holdings PLC | 252,625 | $2,948 萬 | 0.02% | −15,996−6.0% | 減碼 |
| Hill City Capital, LP | 240,000 | $2,801 萬 | 1.51% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 239,663 | $2,797 萬 | 0.10% | +79,481+49.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 239,520 | $2,795 萬 | 0.19% | −27,763−10.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 236,328 | $2,758 萬 | 0.19% | +174,637+283.1% | 加碼 |
| Rhumbline Advisers | 233,624 | $2,726 萬 | 0.02% | +1,294+0.6% | 加碼 |
| Oakworth Capital, Inc. | 222,411 | $2,595 萬 | 1.67% | −6,152−2.7% | 減碼 |
| Moore Capital Management, LP | 219,790 | $2,565 萬 | 0.51% | +219,790 | 新進 |
| Tocqueville Asset Management L.P. | 218,527 | $2,550 萬 | 0.39% | +66,391+43.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 212,366 | $2,478 萬 | 0.02% | +13,337+6.7% | 加碼 |
| Stifel Financial Corp | 211,328 | $2,466 萬 | 0.02% | +12,627+6.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 203,179 | $2,371 萬 | 0.02% | −37,735−15.7% | 減碼 |
| Woodson Capital Management, LP | 200,000 | $2,334 萬 | 4.19% | +50,000+33.3% | 加碼 |
| HRT Financial LP | 199,819 | $2,332 萬 | 0.10% | +31,116+18.4% | 加碼 |
| Long Focus Capital Management, LLC | 199,000 | $2,322 萬 | 1.50% | +199,000 | 新進 |
| KLCM Advisors, Inc. | 198,716 | $2,319 萬 | 2.47% | +98,953+99.2% | 加碼 |
| Bessemer Group Inc | 196,506 | $2,293 萬 | 0.04% | −416,112−67.9% | 減碼 |
| California Public Employees Retirement System | 195,152 | $2,277 萬 | 0.01% | +2,560+1.3% | 加碼 |
| Two Sigma Advisers, LP | 195,000 | $2,275 萬 | 0.05% | +185,669+1,989.8% | 加碼 |
| California State Teachers Retirement System | 189,197 | $2,208 萬 | 0.02% | +6,396+3.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 185,000 | $2,159 萬 | 0.05% | −26,803−12.7% | 減碼 |
| AQR Capital Management LLC | 184,318 | $2,151 萬 | 0.02% | −6,369−3.3% | 減碼 |
| Cerity Partners LLC | 175,781 | $2,051 萬 | 0.04% | −5,115−2.8% | 減碼 |
| Dendur Capital LP | 175,000 | $2,042 萬 | 1.93% | +175,000 | 新進 |
| GoodHaven Capital Management, LLC | 170,570 | $1,990 萬 | 6.92% | +2,850+1.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 166,335 | $1,941 萬 | 0.15% | −105,351−38.8% | 減碼 |