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 4 季 13F 持有人
Builders FirstSource, Inc. 在 2025/12/31 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
- 768
- 較 2025 年第 3 季 −2 家
- 持有股數
- 1.05 億
- 較 2025 年第 3 季 −684.9 萬 (−6.1%)
- 總市值
- $108.3 億
- 較 2025 年第 3 季 −$27.6 億 (−20.3%)
- 新進機構
- 116
- 另有 261 家加碼
- 清倉機構
- 118
- 另有 303 家減碼
另有 8 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 261,330 | $2,698 萬 | 0.02% | +45,967+21.3% | 加碼 |
| Qube Research & Technologies Ltd | 266,197 | $2,739 萬 | 0.04% | +266,197 | 新進 |
| Loews Corp | 280,000 | $2,881 萬 | 0.23% | +280,000 | 新進 |
| Point72 Asset Management, L.P. | 287,887 | $2,962 萬 | 0.05% | +287,887 | 新進 |
| JB Capital Partners LP | 292,265 | $3,007 萬 | 5.17% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 295,627 | $3,042 萬 | 0.04% | −294,280−49.9% | 減碼 |
| Swiss National Bank | 302,987 | $3,117 萬 | 0.02% | −15,500−4.9% | 減碼 |
| Lodge Hill Capital, LLC | 303,000 | $3,118 萬 | 5.89% | −25,000−7.6% | 減碼 |
| Barclays PLC | 305,110 | $3,139 萬 | 0.01% | −57,899−15.9% | 減碼 |
| Balyasny Asset Management LLC | 305,159 | $3,140 萬 | 0.06% | +302,324+10,664.0% | 加碼 |
| JPMorgan Chase & Co | 320,075 | $3,293 萬 | 0.00% | −427,300−57.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 321,800 | $3,311 萬 | 0.05% | +170,068+112.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 332,351 | $3,420 萬 | 0.06% | +332,351 | 新進 |
| Long Focus Capital Management, LLC | 335,000 | $3,447 萬 | 1.72% | +255,000+318.8% | 加碼 |
| Samlyn Capital, LLC | 341,674 | $3,515 萬 | 0.56% | +341,674 | 新進 |
| Envestnet Asset Management Inc | 343,585 | $3,535 萬 | 0.01% | −568,559−62.3% | 減碼 |
| Lord, Abbett & Co. LLC | 344,061 | $3,540 萬 | 0.11% | −5,870−1.7% | 減碼 |
| Citigroup Inc | 359,220 | $3,696 萬 | 0.03% | +81,195+29.2% | 加碼 |
| Royal Bank of Canada | 371,270 | $3,820 萬 | 0.01% | −55,022−12.9% | 減碼 |
| Seizert Capital Partners, LLC | 371,997 | $3,827 萬 | 1.62% | +70,161+23.2% | 加碼 |
| Fred Alger Management, LLC | 375,723 | $3,866 萬 | 0.15% | +269,239+252.8% | 加碼 |
| Commerce Bank | 384,164 | $3,953 萬 | 0.22% | +14,199+3.8% | 加碼 |
| American Century Companies Inc | 426,738 | $4,391 萬 | 0.02% | −22,274−5.0% | 減碼 |
| Robotti Robert | 426,991 | $4,393 萬 | 7.89% | +13,012+3.1% | 加碼 |
| Amundi | 439,481 | $4,522 萬 | 0.01% | +105,982+31.8% | 加碼 |
| Westfield Capital Management Co LP | 475,697 | $4,894 萬 | 0.20% | −140,335−22.8% | 減碼 |
| Bessemer Group Inc | 501,019 | $5,155 萬 | 0.08% | +39,085+8.5% | 加碼 |
| UBS Group AG | 516,311 | $5,312 萬 | 0.01% | −39,659−7.1% | 減碼 |
| UBS Asset Management Americas Inc | 517,961 | $5,329 萬 | 0.01% | −3,365−0.6% | 減碼 |
| Renaissance Technologies LLC | 534,741 | $5,502 萬 | 0.09% | +534,741 | 新進 |
| Legal & General Group Plc | 553,377 | $5,694 萬 | 0.01% | −42,647−7.2% | 減碼 |
| Frontier Capital Management Co LLC | 576,172 | $5,928 萬 | 0.63% | −714,476−55.4% | 減碼 |
| Assetmark, Inc | 593,204 | $6,103 萬 | 0.12% | −74,183−11.1% | 減碼 |
| Clearbridge Investments, LLC | 643,937 | $6,625 萬 | 0.05% | −245,564−27.6% | 減碼 |
| Fiera Capital Corp | 653,839 | $6,727 萬 | 0.21% | +173,230+36.0% | 加碼 |
| Bank of New York Mellon Corp | 680,757 | $7,004 萬 | 0.01% | −83,817−11.0% | 減碼 |
| Colony Group, LLC | 692,650 | $7,127 萬 | 0.08% | +686,803+11,746.2% | 加碼 |
| Janus Henderson Group PLC | 732,856 | $7,540 萬 | 0.03% | +58,590+8.7% | 加碼 |
| Capital World Investors | 768,084 | $7,903 萬 | 0.01% | −436−0.1% | 減碼 |
| Coliseum Capital Management, LLC | 780,648 | $8,032 萬 | 6.58% | +780,648 | 新進 |
| Pictet Asset Management Holding SA | 789,345 | $8,122 萬 | 0.08% | +500,491+173.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 793,344 | $8,163 萬 | 0.12% | +14,252+1.8% | 加碼 |
| Evercore Wealth Management, LLC | 819,418 | $8,431 萬 | 1.24% | −50,670−5.8% | 減碼 |
| Deutsche Bank AG | 836,078 | $8,602 萬 | 0.03% | +292,128+53.7% | 加碼 |
| Bank of America Corp | 951,578 | $9,791 萬 | 0.01% | +252,784+36.2% | 加碼 |
| Northern Trust Corp | 992,002 | $1.02 億 | 0.01% | +8,084+0.8% | 加碼 |
| Goldman Sachs Group Inc | 997,200 | $1.03 億 | 0.01% | +100,977+11.3% | 加碼 |
| Massachusetts Financial Services Co | 1,025,770 | $1.06 億 | 0.03% | −76,216−6.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,045,898 | $1.08 億 | 0.02% | +63,426+6.5% | 加碼 |
| Public Sector Pension Investment Board | 1,057,720 | $1.09 億 | 0.37% | +176,281+20.0% | 加碼 |
| Norges Bank | 1,061,995 | $1.09 億 | 0.01% | +1,061,995 | 新進 |
| Citadel Advisors LLC | 1,280,988 | $1.32 億 | 0.09% | +1,010,561+373.7% | 加碼 |
| Morgan Stanley | 1,543,719 | $1.59 億 | 0.01% | −235,844−13.3% | 減碼 |
| Boston Partners | 1,790,854 | $1.84 億 | 0.19% | −61,438−3.3% | 減碼 |
| Franklin Resources Inc | 1,836,613 | $1.89 億 | 0.05% | −17,912−1.0% | 減碼 |
| Diamond Hill Capital Management Inc | 1,872,708 | $1.93 億 | 0.99% | +221,641+13.4% | 加碼 |
| Victory Capital Management Inc | 2,027,595 | $2.09 億 | 0.12% | +134,112+7.1% | 加碼 |
| Invesco Ltd. | 2,102,080 | $2.16 億 | 0.02% | +556,210+36.0% | 加碼 |
| Brave Warrior Advisors, LLC | 2,379,145 | $2.45 億 | 5.73% | +573,764+31.8% | 加碼 |
| Capital International Investors | 2,526,676 | $2.60 億 | 0.04% | −1,016,744−28.7% | 減碼 |
| Dimensional Fund Advisors LP | 2,641,809 | $2.72 億 | 0.06% | +725,905+37.9% | 加碼 |
| Sands Capital Management, LLC | 2,757,969 | $2.84 億 | 0.86% | +327,067+13.5% | 加碼 |
| Geode Capital Management, LLC | 2,817,958 | $2.89 億 | 0.02% | +14,420+0.5% | 加碼 |
| Wellington Management Group LLP | 3,316,797 | $3.41 億 | 0.06% | +73,835+2.3% | 加碼 |
| FMR LLC | 3,476,283 | $3.58 億 | 0.02% | −7,928,983−69.5% | 減碼 |
| State Street Corp | 5,108,120 | $5.26 億 | 0.02% | +115,857+2.3% | 加碼 |
| BlackRock, Inc. | 8,876,413 | $9.13 億 | 0.02% | +168,542+1.9% | 加碼 |
| Vanguard Group Inc | 12,377,575 | $12.7 億 | 0.02% | −47,149−0.4% | 減碼 |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,469,801−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −685,587−100.0% | 清倉 |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −226,386−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −218,654−100.0% | 清倉 |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Atreides Management, LP | 0 | $0 | 0.00% | −137,154−100.0% | 清倉 |
| Parnassus Investments | 0 | $0 | 0.00% | −126,309−100.0% | 清倉 |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −102,154−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −97,019−100.0% | 清倉 |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Bamco Inc | 0 | $0 | 0.00% | −57,196−100.0% | 清倉 |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −53,345−100.0% | 清倉 |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −52,196−100.0% | 清倉 |
| Asio Capital, LLC | 0 | $0 | 0.00% | −48,674−100.0% | 清倉 |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −37,995−100.0% | 清倉 |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −37,133−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −27,324−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −26,278−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −24,120−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −22,616−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −22,361−100.0% | 清倉 |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −22,130−100.0% | 清倉 |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,766−100.0% | 清倉 |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −13,526−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,365−100.0% | 清倉 |
| Avanza Fonder AB | 0 | $0 | 0.00% | −13,035−100.0% | 清倉 |
| Hershey Financial Advisers, LLC | 0 | $0 | 0.00% | −10,954−100.0% | 清倉 |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −9,363−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,900−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,771−100.0% | 清倉 |