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 |
|---|---|---|---|---|---|
| Hill City Capital, LP | 240,000 | $2,801 萬 | 1.51% | 00.0% | 不變 |
| HSBC Holdings PLC | 252,625 | $2,948 萬 | 0.02% | −15,996−6.0% | 減碼 |
| RBF Capital, LLC | 258,702 | $3,019 萬 | 1.49% | 00.0% | 不變 |
| Renaissance Technologies LLC | 262,341 | $3,061 萬 | 0.04% | +262,341 | 新進 |
| Wells Fargo & Company | 262,458 | $3,063 萬 | 0.01% | +3,204+1.2% | 加碼 |
| Egerton Capital (UK) LLP | 262,628 | $3,065 萬 | 0.31% | +262,628 | 新進 |
| Thornburg Investment Management Inc | 271,574 | $3,169 萬 | 0.41% | +45,618+20.2% | 加碼 |
| Two Sigma Investments, LP | 278,410 | $3,249 萬 | 0.06% | +278,410 | 新進 |
| Lodge Hill Capital, LLC | 288,000 | $3,361 萬 | 7.74% | +96,120+50.1% | 加碼 |
| Price T Rowe Associates Inc | 290,128 | $3,386 萬 | 0.00% | −1,119−0.4% | 減碼 |
| JB Capital Partners LP | 292,265 | $3,410 萬 | 6.32% | 00.0% | 不變 |
| Nuveen, LLC | 292,361 | $3,412 萬 | 0.01% | +1,507+0.5% | 加碼 |
| Raymond James Financial Inc | 296,528 | $3,460 萬 | 0.01% | +71,982+32.1% | 加碼 |
| Seizert Capital Partners, LLC | 300,990 | $3,512 萬 | 1.54% | +2,799+0.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 313,216 | $3,655 萬 | 0.02% | +22,413+7.7% | 加碼 |
| Envestnet Asset Management Inc | 315,735 | $3,684 萬 | 0.01% | +8,386+2.7% | 加碼 |
| First Trust Advisors LP | 316,845 | $3,697 萬 | 0.03% | +16,135+5.4% | 加碼 |
| Stadium Capital Management LLC | 317,592 | $3,706 萬 | 34.12% | +90,101+39.6% | 加碼 |
| Alyeska Investment Group, L.P. | 317,858 | $3,709 萬 | 0.13% | +317,858 | 新進 |
| Atreides Management, LP | 322,151 | $3,759 萬 | 1.04% | +322,151 | 新進 |
| Pictet Asset Management Holding SA | 335,485 | $3,915 萬 | 0.04% | +50,021+17.5% | 加碼 |
| American Century Companies Inc | 339,103 | $3,957 萬 | 0.02% | −10,606−3.0% | 減碼 |
| Commerce Bank | 340,562 | $3,974 萬 | 0.23% | +1,552+0.5% | 加碼 |
| LPL Financial LLC | 342,190 | $3,993 萬 | 0.01% | +41,606+13.8% | 加碼 |
| Russell Investments Group, Ltd. | 343,176 | $4,005 萬 | 0.05% | +168,293+96.2% | 加碼 |
| Swiss National Bank | 344,287 | $4,017 萬 | 0.02% | +19,700+6.1% | 加碼 |
| Barclays PLC | 370,526 | $4,324 萬 | 0.02% | +127,553+52.5% | 加碼 |
| Goldman Sachs Group Inc | 390,399 | $4,556 萬 | 0.01% | +61,656+18.8% | 加碼 |
| Ameriprise Financial Inc | 393,460 | $4,591 萬 | 0.01% | −216,857−35.5% | 減碼 |
| Citigroup Inc | 408,498 | $4,767 萬 | 0.03% | +191,843+88.5% | 加碼 |
| Robotti Robert | 415,803 | $4,852 萬 | 9.10% | +2,051+0.5% | 加碼 |
| AustralianSuper Pty Ltd | 420,477 | $4,907 萬 | 0.25% | +115,505+37.9% | 加碼 |
| Fiera Capital Corp | 426,122 | $4,972 萬 | 0.17% | +159,343+59.7% | 加碼 |
| Neuberger Berman Group LLC | 438,986 | $5,123 萬 | 0.04% | +56,726+14.8% | 加碼 |
| LSV Asset Management | 448,053 | $5,228 萬 | 0.12% | −27,272−5.7% | 減碼 |
| Qube Research & Technologies Ltd | 487,707 | $5,691 萬 | 0.08% | +487,707 | 新進 |
| Amundi | 448,316 | $5,734 萬 | 0.02% | −103,664−18.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 494,327 | $5,768 萬 | 0.23% | +278,640+129.2% | 加碼 |
| JPMorgan Chase & Co | 516,164 | $6,023 萬 | 0.00% | −434,378−45.7% | 減碼 |
| Victory Capital Management Inc | 565,120 | $6,633 萬 | 0.04% | +175,391+45.0% | 加碼 |
| UBS Group AG | 570,774 | $6,660 萬 | 0.01% | −3,493−0.6% | 減碼 |
| Loomis Sayles & Co L P | 596,128 | $6,956 萬 | 0.09% | +57,266+10.6% | 加碼 |
| Bank of America Corp | 598,135 | $6,980 萬 | 0.01% | +178,955+42.7% | 加碼 |
| Frontier Capital Management Co LLC | 601,197 | $7,015 萬 | 0.65% | −27,402−4.4% | 減碼 |
| Deutsche Bank AG | 606,422 | $7,076 萬 | 0.03% | −6,197−1.0% | 減碼 |
| Legal & General Group Plc | 609,018 | $7,107 萬 | 0.02% | −94,924−13.5% | 減碼 |
| Alliancebernstein L.P. | 624,892 | $7,292 萬 | 0.02% | −393,150−38.6% | 減碼 |
| Coliseum Capital Management, LLC | 638,210 | $7,447 萬 | 5.35% | +83,169+15.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 673,480 | $7,859 萬 | 0.34% | +144,496+27.3% | 加碼 |
| Bank of New York Mellon Corp | 702,124 | $8,193 萬 | 0.02% | −231,207−24.8% | 減碼 |
| UBS Asset Management Americas Inc | 733,706 | $8,562 萬 | 0.02% | +92,848+14.5% | 加碼 |
| Capital World Investors | 760,228 | $8,871 萬 | 0.01% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 766,867 | $8,949 萬 | 0.17% | −10,062−1.3% | 減碼 |
| Clearbridge Investments, LLC | 850,805 | $9,928 萬 | 0.08% | −4,037−0.5% | 減碼 |
| Janus Henderson Group PLC | 859,258 | $1.00 億 | 0.05% | +441,808+105.8% | 加碼 |
| Evercore Wealth Management, LLC | 873,956 | $1.02 億 | 1.59% | −7,044−0.8% | 減碼 |
| Assetmark, Inc | 903,428 | $1.05 億 | 0.25% | −6,479−0.7% | 減碼 |
| Charles Schwab Investment Management Inc | 924,296 | $1.08 億 | 0.02% | +14,430+1.6% | 加碼 |
| Sands Capital Management, LLC | 1,016,773 | $1.19 億 | 0.34% | −34,771−3.3% | 減碼 |
| Northern Trust Corp | 1,018,281 | $1.19 億 | 0.02% | −116,305−10.3% | 減碼 |
| Boston Partners | 1,070,786 | $1.25 億 | 0.14% | −517,387−32.6% | 減碼 |
| Norges Bank | 1,268,269 | $1.48 億 | 0.02% | −17,123−1.3% | 減碼 |
| Baillie Gifford & Co | 1,524,282 | $1.78 億 | 0.13% | −36,693−2.4% | 減碼 |
| Massachusetts Financial Services Co | 1,556,151 | $1.82 億 | 0.06% | +74,681+5.0% | 加碼 |
| Morgan Stanley | 1,749,083 | $2.04 億 | 0.01% | +484,935+38.4% | 加碼 |
| Voya Investment Management LLC | 1,757,978 | $2.05 億 | 0.20% | −82,193−4.5% | 減碼 |
| Invesco Ltd. | 1,775,347 | $2.07 億 | 0.04% | −744,114−29.5% | 減碼 |
| Brave Warrior Advisors, LLC | 1,827,261 | $2.13 億 | 4.89% | +585,683+47.2% | 加碼 |
| Dimensional Fund Advisors LP | 2,194,262 | $2.56 億 | 0.06% | −50,187−2.2% | 減碼 |
| Diamond Hill Capital Management Inc | 2,536,032 | $2.96 億 | 1.36% | +265,670+11.7% | 加碼 |
| Geode Capital Management, LLC | 2,882,305 | $3.35 億 | 0.02% | −72,471−2.5% | 減碼 |
| Wellington Management Group LLP | 3,383,803 | $3.95 億 | 0.07% | +166,678+5.2% | 加碼 |
| State Street Corp | 5,026,553 | $5.87 億 | 0.02% | +29,443+0.6% | 加碼 |
| BlackRock, Inc. | 8,638,602 | $10.1 億 | 0.02% | −985,105−10.2% | 減碼 |
| FMR LLC | 11,626,978 | $13.6 億 | 0.08% | +903,502+8.4% | 加碼 |
| Vanguard Group Inc | 12,555,323 | $14.7 億 | 0.02% | −808,652−6.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −366,394−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −231,184−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −213,562−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −152,599−100.0% | 清倉 |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −84,300−100.0% | 清倉 |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −73,746−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −55,732−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −50,578−100.0% | 清倉 |
| Firetrail Investments Pty Ltd | 0 | $0 | 0.00% | −43,335−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,450−100.0% | 清倉 |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −38,283−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −28,768−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,385−100.0% | 清倉 |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −22,753−100.0% | 清倉 |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −24,053−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −20,146−100.0% | 清倉 |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −15,526−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −14,826−100.0% | 清倉 |
| Monimus Capital Management, LP | 0 | $0 | 0.00% | −14,723−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −13,592−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,138−100.0% | 清倉 |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −11,992−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,735−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −10,524−100.0% | 清倉 |