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 |
|---|---|---|---|---|---|
| Bamco Inc | 57,189 | $667.3 萬 | 0.02% | +57,189 | 新進 |
| Marathon Capital Management | 57,727 | $673.6 萬 | 1.72% | +57,727 | 新進 |
| Royal London Asset Management Ltd | 57,947 | $676.2 萬 | 0.02% | +583+1.0% | 加碼 |
| Nomura Asset Management Co Ltd | 58,108 | $678.1 萬 | 0.02% | +3,221+5.9% | 加碼 |
| CTF Capital Management, LP | 58,437 | $681.9 萬 | 4.04% | +58,437 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 58,613 | $684.0 萬 | 0.02% | −1,743−2.9% | 減碼 |
| Natixis Advisors, L.P. | 59,018 | $688.7 萬 | 0.01% | +46,766+381.7% | 加碼 |
| Mariner, LLC | 59,695 | $696.6 萬 | 0.01% | −271−0.5% | 減碼 |
| Hudson Value Partners, LLC | 60,386 | $704.6 萬 | 2.43% | +1,355+2.3% | 加碼 |
| Mountaineer Partners Management, LLC | 62,464 | $728.9 萬 | 4.82% | +4,253+7.3% | 加碼 |
| Kailix Advisors LLC | 63,495 | $740.9 萬 | 11.47% | +340+0.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 64,455 | $752.1 萬 | 0.01% | −2,336−3.5% | 減碼 |
| Turtle Creek Asset Management Inc. | 66,590 | $777.0 萬 | 0.23% | +33,650+102.2% | 加碼 |
| Schwartz Investment Counsel Inc | 67,400 | $786.5 萬 | 0.26% | +65,000+2,708.3% | 加碼 |
| Wedge Capital Management L L P | 67,883 | $792.1 萬 | 0.14% | +9,664+16.6% | 加碼 |
| Bank of Montreal | 68,523 | $799.6 萬 | 0.00% | −23,203−25.3% | 減碼 |
| Great West Life Assurance Co | 68,501 | $800.1 萬 | 0.01% | −1,368−2.0% | 減碼 |
| Prudential Financial Inc | 69,919 | $815.9 萬 | 0.01% | +2,558+3.8% | 加碼 |
| State of Wisconsin Investment Board | 70,166 | $818.8 萬 | 0.02% | −9,293−11.7% | 減碼 |
| Polar Capital Holdings Plc | 70,838 | $826.6 萬 | 0.04% | +18,150+34.4% | 加碼 |
| Franklin Resources Inc | 71,361 | $832.7 萬 | 0.00% | −31,072−30.3% | 減碼 |
| Aviva PLC | 72,942 | $851.2 萬 | 0.02% | +68,476+1,533.3% | 加碼 |
| Ensign Peak Advisors, Inc | 73,102 | $853.0 萬 | 0.01% | −154,951−67.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 74,297 | $867.0 萬 | 0.01% | +56,268+312.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 74,510 | $869.4 萬 | 0.20% | +2,333+3.2% | 加碼 |
| M&G Plc | 76,938 | $900.2 萬 | 0.05% | +76,938 | 新進 |
| Cinctive Capital Management LP | 79,734 | $930.4 萬 | 0.52% | +79,734 | 新進 |
| Mountain Lake Investment Management LLC | 81,145 | $946.9 萬 | 7.88% | +25,861+46.8% | 加碼 |
| Royce & Associates LP | 83,121 | $969.9 萬 | 0.10% | −10,100−10.8% | 減碼 |
| Standard Life Aberdeen plc | 84,235 | $982.9 萬 | 0.02% | +4,780+6.0% | 加碼 |
| Inherent Management Corp. | 84,297 | $983.7 萬 | 4.98% | 00.0% | 不變 |
| De Lisle Partners LLP | 84,501 | $985.8 萬 | 1.39% | +2,000+2.4% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 85,065 | $992.6 萬 | 0.25% | +85,065 | 新進 |
| Paradigm Capital Management Inc | 85,750 | $1,001 萬 | 0.49% | 00.0% | 不變 |
| Andra AP-fonden | 87,300 | $1,019 萬 | 0.14% | +6,300+7.8% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 87,317 | $1,019 萬 | 0.35% | +4,872+5.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 80,969 | $1,028 萬 | 0.02% | +8,904+12.4% | 加碼 |
| Advisor Group Holdings, Inc. | 87,159 | $1,064 萬 | 0.02% | +60,472+226.6% | 加碼 |
| STRS Ohio | 95,668 | $1,116 萬 | 0.04% | +668+0.7% | 加碼 |
| Luxor Capital Group, LP | 96,300 | $1,124 萬 | 1.46% | +96,300 | 新進 |
| Distillate Capital Partners LLC | 98,871 | $1,154 萬 | 0.62% | −4,214−4.1% | 減碼 |
| SEI Investments Co | 100,663 | $1,174 萬 | 0.01% | +35,676+54.9% | 加碼 |
| Concentric Capital Strategies, LP | 100,936 | $1,178 萬 | 0.66% | +84,843+527.2% | 加碼 |
| Federated Hermes, Inc. | 101,081 | $1,180 萬 | 0.02% | +31,846+46.0% | 加碼 |
| Lord, Abbett & Co. LLC | 102,217 | $1,193 萬 | 0.04% | +99,144+3,226.3% | 加碼 |
| New York State Teachers Retirement System | 102,854 | $1,200 萬 | 0.03% | −13,032−11.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 106,577 | $1,244 萬 | 0.02% | −991,164−90.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,194 | $1,251 萬 | 0.03% | +65,581+157.6% | 加碼 |
| Illinois Municipal Retirement Fund | 109,032 | $1,272 萬 | 0.17% | +3,125+3.0% | 加碼 |
| Whittier Trust Co | 109,349 | $1,276 萬 | 0.15% | +2,521+2.4% | 加碼 |
| Citadel Advisors LLC | 110,544 | $1,290 萬 | 0.01% | −348,523−75.9% | 減碼 |
| Picton Mahoney Asset Management | 111,752 | $1,304 萬 | 0.18% | +33,656+43.1% | 加碼 |
| Natixis | 113,804 | $1,328 萬 | 0.07% | +102,158+877.2% | 加碼 |
| National Bank of Canada | 113,998 | $1,330 萬 | 0.01% | +38,029+50.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 117,359 | $1,369 萬 | 0.02% | +1,250+1.1% | 加碼 |
| Atlantic Investment Management, Inc. | 119,000 | $1,389 萬 | 7.09% | +119,000 | 新進 |
| Principal Financial Group Inc | 120,552 | $1,407 萬 | 0.01% | −17,488−12.7% | 減碼 |
| Achmea Investment Management B.V. | 120,870 | $1,410 萬 | 0.18% | +4,259+3.7% | 加碼 |
| Mediolanum International Funds Ltd | 126,990 | $1,486 萬 | 0.18% | +74,274+140.9% | 加碼 |
| Fred Alger Management, LLC | 127,386 | $1,486 萬 | 0.07% | −6,098−4.6% | 減碼 |
| Parnassus Investments | 127,693 | $1,490 萬 | 0.03% | +19,723+18.3% | 加碼 |
| Punch & Associates Investment Management, Inc. | 127,838 | $1,492 萬 | 0.92% | +5,376+4.4% | 加碼 |
| Gotham Asset Management, LLC | 128,370 | $1,498 萬 | 0.09% | −21,712−14.5% | 減碼 |
| Kingdon Capital Management, L.L.C. | 128,500 | $1,499 萬 | 2.90% | +128,500 | 新進 |
| Korea Investment CORP | 130,390 | $1,522 萬 | 0.03% | +49,220+60.6% | 加碼 |
| Man Group plc | 132,844 | $1,550 萬 | 0.03% | +44,463+50.3% | 加碼 |
| Hauser Brothers GmbH | 142,448 | $1,662 萬 | 16.54% | +26,548+22.9% | 加碼 |
| Fisher Asset Management, LLC | 145,755 | $1,701 萬 | 0.01% | −41,497−22.2% | 減碼 |
| New York State Common Retirement Fund | 148,079 | $1,728 萬 | 0.02% | +30,051+25.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 149,214 | $1,741 萬 | 0.05% | −54,532−26.8% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 149,966 | $1,750 萬 | 0.04% | −46,420−23.6% | 減碼 |
| Kettle Hill Capital Management, LLC | 151,668 | $1,770 萬 | 4.10% | +151,668 | 新進 |
| Royal Bank of Canada | 154,912 | $1,808 萬 | 0.00% | −51,662−25.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 156,200 | $1,823 萬 | 0.03% | +86,758+124.9% | 加碼 |
| Millennium Management LLC | 158,450 | $1,849 萬 | 0.02% | +78,472+98.1% | 加碼 |
| Susquehanna International Group, LLP | 160,925 | $1,878 萬 | 0.03% | +106,812+197.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 166,335 | $1,941 萬 | 0.15% | −105,351−38.8% | 減碼 |
| GoodHaven Capital Management, LLC | 170,570 | $1,990 萬 | 6.92% | +2,850+1.7% | 加碼 |
| Dendur Capital LP | 175,000 | $2,042 萬 | 1.93% | +175,000 | 新進 |
| Cerity Partners LLC | 175,781 | $2,051 萬 | 0.04% | −5,115−2.8% | 減碼 |
| AQR Capital Management LLC | 184,318 | $2,151 萬 | 0.02% | −6,369−3.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 185,000 | $2,159 萬 | 0.05% | −26,803−12.7% | 減碼 |
| California State Teachers Retirement System | 189,197 | $2,208 萬 | 0.02% | +6,396+3.5% | 加碼 |
| Two Sigma Advisers, LP | 195,000 | $2,275 萬 | 0.05% | +185,669+1,989.8% | 加碼 |
| California Public Employees Retirement System | 195,152 | $2,277 萬 | 0.01% | +2,560+1.3% | 加碼 |
| Bessemer Group Inc | 196,506 | $2,293 萬 | 0.04% | −416,112−67.9% | 減碼 |
| KLCM Advisors, Inc. | 198,716 | $2,319 萬 | 2.47% | +98,953+99.2% | 加碼 |
| Long Focus Capital Management, LLC | 199,000 | $2,322 萬 | 1.50% | +199,000 | 新進 |
| HRT Financial LP | 199,819 | $2,332 萬 | 0.10% | +31,116+18.4% | 加碼 |
| Woodson Capital Management, LP | 200,000 | $2,334 萬 | 4.19% | +50,000+33.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 203,179 | $2,371 萬 | 0.02% | −37,735−15.7% | 減碼 |
| Stifel Financial Corp | 211,328 | $2,466 萬 | 0.02% | +12,627+6.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 212,366 | $2,478 萬 | 0.02% | +13,337+6.7% | 加碼 |
| Tocqueville Asset Management L.P. | 218,527 | $2,550 萬 | 0.39% | +66,391+43.6% | 加碼 |
| Moore Capital Management, LP | 219,790 | $2,565 萬 | 0.51% | +219,790 | 新進 |
| Oakworth Capital, Inc. | 222,411 | $2,595 萬 | 1.67% | −6,152−2.7% | 減碼 |
| Rhumbline Advisers | 233,624 | $2,726 萬 | 0.02% | +1,294+0.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 236,328 | $2,758 萬 | 0.19% | +174,637+283.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 239,520 | $2,795 萬 | 0.19% | −27,763−10.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 239,663 | $2,797 萬 | 0.10% | +79,481+49.6% | 加碼 |