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 3 季 13F 持有人
Builders FirstSource, Inc. 在 2025/9/30 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
- 778
- 較 2025 年第 2 季 +14 家
- 持有股數
- 1.12 億
- 較 2025 年第 2 季 +481.3 萬 (+4.5%)
- 總市值
- $135.9 億
- 較 2025 年第 2 季 +$10.7 億 (+8.5%)
- 新進機構
- 110
- 另有 253 家加碼
- 清倉機構
- 96
- 另有 307 家減碼
另有 12 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 50,503 | $612.3 萬 | 0.06% | +512+1.0% | 加碼 |
| Cetera Investment Advisers | 50,569 | $613.2 萬 | 0.01% | +6,729+15.3% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,805 | $628.1 萬 | 0.01% | +1,436+2.9% | 加碼 |
| Harber Asset Management LLC | 52,196 | $632.9 萬 | 2.27% | −333−0.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 53,085 | $643.7 萬 | 0.03% | +11,891+28.9% | 加碼 |
| Mercer Global Advisors Inc | 53,130 | $644.2 萬 | 0.01% | +53,130 | 新進 |
| Royal London Asset Management Ltd | 53,151 | $644.5 萬 | 0.01% | −4,796−8.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 53,241 | $645.5 萬 | 0.08% | +8,680+19.5% | 加碼 |
| Cambria Investment Management, L.P. | 53,345 | $646.8 萬 | 0.39% | −3,781−6.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 54,675 | $649.1 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 55,145 | $668.6 萬 | 0.01% | +36,203+191.1% | 加碼 |
| Hudson Bay Capital Management LP | 56,146 | $680.8 萬 | 0.04% | +647+1.2% | 加碼 |
| DnB Asset Management AS | 56,360 | $683.4 萬 | 0.03% | +27,783+97.2% | 加碼 |
| Turtle Creek Asset Management Inc. | 56,540 | $685.5 萬 | 0.21% | −10,050−15.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 56,570 | $685.9 萬 | 0.02% | −2,043−3.5% | 減碼 |
| Wedge Capital Management L L P | 56,793 | $688.6 萬 | 0.12% | −11,090−16.3% | 減碼 |
| Bamco Inc | 57,196 | $693.5 萬 | 0.02% | +70.0% | 加碼 |
| Federated Hermes, Inc. | 57,226 | $693.9 萬 | 0.01% | −43,855−43.4% | 減碼 |
| Ensign Peak Advisors, Inc | 57,922 | $702.3 萬 | 0.01% | −15,180−20.8% | 減碼 |
| Marathon Capital Management | 58,051 | $703.9 萬 | 1.61% | +324+0.6% | 加碼 |
| Hudson Value Partners, LLC | 59,148 | $717.2 萬 | 2.25% | −1,238−2.1% | 減碼 |
| Swedbank AB | 59,242 | $718.3 萬 | 0.01% | +10,232+20.9% | 加碼 |
| Parkwood LLC | 59,489 | $721.3 萬 | 0.70% | +59,489 | 新進 |
| Cercano Management LLC | 60,300 | $731.1 萬 | 0.28% | +60,300 | 新進 |
| Mountaineer Partners Management, LLC | 60,759 | $736.7 萬 | 4.28% | −1,705−2.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,364 | $744.0 萬 | 0.02% | −45,830−42.8% | 減碼 |
| Thrivent Financial for Lutherans | 61,483 | $745.5 萬 | 0.01% | +56,923+1,248.3% | 加碼 |
| Prudential Financial Inc | 62,474 | $757.5 萬 | 0.01% | −7,445−10.6% | 減碼 |
| Old West Investment Management, LLC | 63,299 | $767.5 萬 | 1.76% | +34,294+118.2% | 加碼 |
| Great West Life Assurance Co | 64,221 | $768.2 萬 | 0.01% | −4,280−6.2% | 減碼 |
| State of Wisconsin Investment Board | 64,236 | $778.9 萬 | 0.02% | −5,930−8.5% | 減碼 |
| Quantinno Capital Management LP | 64,523 | $782.4 萬 | 0.02% | +27,819+75.8% | 加碼 |
| Littlejohn & Co LLC | 67,000 | $812.4 萬 | 4.10% | +67,000 | 新進 |
| Robeco Institutional Asset Management B.V. | 67,134 | $814.0 萬 | 0.01% | −39,443−37.0% | 減碼 |
| Standard Life Aberdeen plc | 69,030 | $825.7 萬 | 0.01% | −15,205−18.1% | 減碼 |
| Korea Investment CORP | 68,187 | $826.8 萬 | 0.02% | −62,203−47.7% | 減碼 |
| Public Employees Retirement System of Ohio | 69,203 | $839.1 萬 | 0.03% | +30,206+77.5% | 加碼 |
| National Bank of Canada | 69,621 | $844.2 萬 | 0.01% | −44,377−38.9% | 減碼 |
| Natixis Advisors, L.P. | 71,389 | $865.5 萬 | 0.01% | +12,371+21.0% | 加碼 |
| Zimmer Partners, LP | 73,000 | $885.1 萬 | 0.22% | +33,000+82.5% | 加碼 |
| Polar Capital Holdings Plc | 73,088 | $886.2 萬 | 0.04% | +2,250+3.2% | 加碼 |
| AQR Capital Management LLC | 75,522 | $891.5 萬 | 0.01% | −108,796−59.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 73,612 | $892.5 萬 | 0.48% | +73,612 | 新進 |
| CTF Capital Management, LP | 75,000 | $909.4 萬 | 4.24% | +16,563+28.3% | 加碼 |
| Twinbeech Capital LP | 75,811 | $919.2 萬 | 0.36% | +75,811 | 新進 |
| Mountain Lake Investment Management LLC | 76,562 | $928.3 萬 | 6.91% | −4,583−5.6% | 減碼 |
| Aviva PLC | 77,475 | $939.4 萬 | 0.02% | +4,533+6.2% | 加碼 |
| Advisor Group Holdings, Inc. | 76,115 | $942.8 萬 | 0.01% | −11,044−12.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 74,145 | $953.1 萬 | 0.20% | −365−0.5% | 減碼 |
| Long Focus Capital Management, LLC | 80,000 | $970.0 萬 | 0.55% | −119,000−59.8% | 減碼 |
| Bank of Montreal | 80,470 | $975.7 萬 | 0.00% | +11,947+17.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 81,509 | $988.3 萬 | 0.01% | +17,054+26.5% | 加碼 |
| Schwartz Investment Counsel Inc | 81,800 | $991.8 萬 | 0.33% | +14,400+21.4% | 加碼 |
| Royce & Associates LP | 83,121 | $1,008 萬 | 0.10% | 00.0% | 不變 |
| De Lisle Partners LLP | 84,501 | $1,025 萬 | 1.26% | 00.0% | 不變 |
| Paradigm Capital Management Inc | 85,750 | $1,040 萬 | 0.45% | 00.0% | 不變 |
| Giverny Capital Inc.大師吉維尼資本 | 87,096 | $1,056 萬 | 0.36% | −221−0.3% | 減碼 |
| Concentric Capital Strategies, LP | 88,085 | $1,068 萬 | 0.51% | −12,851−12.7% | 減碼 |
| New York State Teachers Retirement System | 91,641 | $1,111 萬 | 0.02% | −11,213−10.9% | 減碼 |
| Picton Mahoney Asset Management | 94,792 | $1,149 萬 | 0.15% | −16,960−15.2% | 減碼 |
| Distillate Capital Partners LLC | 97,019 | $1,176 萬 | 0.61% | −1,852−1.9% | 減碼 |
| Rafferty Asset Management, LLC | 97,422 | $1,181 萬 | 0.04% | +48,507+99.2% | 加碼 |
| SEI Investments Co | 99,278 | $1,204 萬 | 0.01% | −1,385−1.4% | 減碼 |
| Susquehanna International Group, LLP | 101,074 | $1,226 萬 | 0.02% | −59,851−37.2% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 102,135 | $1,238 萬 | 0.11% | +93,290+1,054.7% | 加碼 |
| Tran Capital Management, L.P. | 102,154 | $1,239 萬 | 1.48% | +98,783+2,930.4% | 加碼 |
| Illinois Municipal Retirement Fund | 102,879 | $1,247 萬 | 0.16% | −6,153−5.6% | 減碼 |
| Achmea Investment Management B.V. | 104,766 | $1,270 萬 | 0.16% | −16,104−13.3% | 減碼 |
| Fred Alger Management, LLC | 106,484 | $1,291 萬 | 0.05% | −20,902−16.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 111,901 | $1,357 萬 | 0.02% | −5,458−4.7% | 減碼 |
| Whittier Trust Co | 111,107 | $1,428 萬 | 0.16% | +1,758+1.6% | 加碼 |
| STRS Ohio | 118,594 | $1,438 萬 | 0.05% | +22,926+24.0% | 加碼 |
| Principal Financial Group Inc | 118,979 | $1,443 萬 | 0.01% | −1,573−1.3% | 減碼 |
| Verition Fund Management LLC | 120,705 | $1,464 萬 | 0.08% | +103,098+585.6% | 加碼 |
| Hauser Brothers GmbH | 125,500 | $1,522 萬 | 12.27% | −16,948−11.9% | 減碼 |
| Parnassus Investments | 126,309 | $1,531 萬 | 0.04% | −1,384−1.1% | 減碼 |
| Punch & Associates Investment Management, Inc. | 127,659 | $1,548 萬 | 0.90% | −179−0.1% | 減碼 |
| Gotham Asset Management, LLC | 130,891 | $1,587 萬 | 0.07% | +2,521+2.0% | 加碼 |
| Moore Capital Management, LP | 135,804 | $1,647 萬 | 0.33% | −83,986−38.2% | 減碼 |
| Atreides Management, LP | 137,154 | $1,663 萬 | 0.43% | −184,997−57.4% | 減碼 |
| Woodson Capital Management, LP | 139,000 | $1,685 萬 | 3.24% | −61,000−30.5% | 減碼 |
| LSV Asset Management | 141,957 | $1,721 萬 | 0.04% | −306,096−68.3% | 減碼 |
| New York State Common Retirement Fund | 143,879 | $1,745 萬 | 0.02% | −4,200−2.8% | 減碼 |
| Thornburg Investment Management Inc | 145,844 | $1,768 萬 | 0.23% | −125,730−46.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 145,904 | $1,769 萬 | 0.05% | −3,310−2.2% | 減碼 |
| Kingdon Capital Management, L.L.C. | 150,000 | $1,819 萬 | 2.85% | +21,500+16.7% | 加碼 |
| Cartenna Capital, LP | 150,000 | $1,819 萬 | 0.95% | +150,000 | 新進 |
| Adage Capital Partners GP, L.L.C. | 151,732 | $1,840 萬 | 0.03% | −4,468−2.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 158,398 | $1,921 萬 | 0.04% | −26,602−14.4% | 減碼 |
| KLCM Advisors, Inc. | 162,649 | $1,972 萬 | 1.97% | −36,067−18.2% | 減碼 |
| Price T Rowe Associates Inc | 169,204 | $2,052 萬 | 0.00% | −120,924−41.7% | 減碼 |
| GoodHaven Capital Management, LLC | 170,520 | $2,068 萬 | 6.66% | −500.0% | 減碼 |
| Russell Investments Group, Ltd. | 175,013 | $2,121 萬 | 0.02% | −168,163−49.0% | 減碼 |
| Cerity Partners LLC | 175,988 | $2,134 萬 | 0.03% | +207+0.1% | 加碼 |
| California State Teachers Retirement System | 178,358 | $2,163 萬 | 0.02% | −10,839−5.7% | 減碼 |
| Stadium Capital Management LLC | 182,792 | $2,216 萬 | 23.69% | −134,800−42.4% | 減碼 |
| California Public Employees Retirement System | 187,268 | $2,271 萬 | 0.01% | −7,884−4.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 208,686 | $2,530 萬 | 0.15% | −30,834−12.9% | 減碼 |
| AustralianSuper Pty Ltd | 213,561 | $2,589 萬 | 0.12% | −206,916−49.2% | 減碼 |
| HSBC Holdings PLC | 215,363 | $2,600 萬 | 0.02% | −37,262−14.7% | 減碼 |