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。
2026 年第 1 季 13F 持有人
Builders FirstSource, Inc. 在 2026/3/31 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
- 726
- 較 2025 年第 4 季 −28 家
- 持有股數
- 1.06 億
- 較 2025 年第 4 季 +1,449 萬 (+15.8%)
- 總市值
- $87.4 億
- 較 2025 年第 4 季 −$6.98 億 (−7.4%)
- 新進機構
- 105
- 另有 277 家加碼
- 清倉機構
- 133
- 另有 241 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RIHO Partners, LLC | 99,387 | $818.3 萬 | 5.15% | +13,349+15.5% | 加碼 |
| Atom Investors LP | 102,063 | $840.3 萬 | 0.60% | +50,902+99.5% | 加碼 |
| Mountain Lake Investment Management LLC | 104,641 | $861.5 萬 | 5.57% | +20,697+24.7% | 加碼 |
| SummitTX Capital, L.P. | 104,847 | $863.2 萬 | 0.28% | +104,847 | 新進 |
| State Board of Administration of Florida Retirement System | 105,093 | $865.2 萬 | 0.02% | −3,508−3.2% | 減碼 |
| Korea Investment CORP | 106,795 | $879.2 萬 | 0.02% | +38,708+56.9% | 加碼 |
| Zurich Insurance Group Ltd | 114,060 | $939.1 萬 | 0.07% | +114,060 | 新進 |
| Principal Financial Group Inc | 123,175 | $1,014 萬 | 0.01% | +1,222+1.0% | 加碼 |
| Hauser Brothers GmbH | 125,500 | $1,033 萬 | 14.48% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 125,627 | $1,034 萬 | 0.01% | +64,957+107.1% | 加碼 |
| Punch & Associates Investment Management, Inc. | 128,538 | $1,058 萬 | 0.61% | +493+0.4% | 加碼 |
| Gotham Asset Management, LLC | 136,762 | $1,126 萬 | 0.03% | −1,150−0.8% | 減碼 |
| AQR Capital Management LLC | 138,749 | $1,139 萬 | 0.01% | +28,212+25.5% | 加碼 |
| Schwartz Investment Counsel Inc | 143,600 | $1,182 萬 | 0.42% | +47,800+49.9% | 加碼 |
| New York State Common Retirement Fund | 143,879 | $1,185 萬 | 0.02% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 147,761 | $1,217 萬 | 0.01% | +139,442+1,676.2% | 加碼 |
| Parnassus Investments | 149,316 | $1,229 萬 | 0.04% | +149,316 | 新進 |
| First Trust Advisors LP | 150,323 | $1,238 萬 | 0.01% | +6,353+4.4% | 加碼 |
| Lord, Abbett & Co. LLC | 151,073 | $1,244 萬 | 0.04% | −192,988−56.1% | 減碼 |
| Cinctive Capital Management LP | 155,155 | $1,277 萬 | 0.84% | +126,469+440.9% | 加碼 |
| Franklin Resources Inc | 155,321 | $1,279 萬 | 0.00% | −1,681,292−91.5% | 減碼 |
| Stadium Capital Management LLC | 158,894 | $1,308 萬 | 32.22% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 159,958 | $1,317 萬 | 0.05% | +9,350+6.2% | 加碼 |
| Westwood Holdings Group Inc. | 164,154 | $1,351 萬 | 0.10% | +164,154 | 新進 |
| California State Teachers Retirement System | 164,672 | $1,356 萬 | 0.01% | −1,507−0.9% | 減碼 |
| Price T Rowe Associates Inc | 165,146 | $1,360 萬 | 0.00% | −1,838−1.1% | 減碼 |
| Alliancebernstein L.P. | 134,985 | $1,389 萬 | 0.00% | −28,258−17.3% | 減碼 |
| Littlejohn & Co LLC | 170,671 | $1,405 萬 | 13.32% | 00.0% | 不變 |
| California Public Employees Retirement System | 177,159 | $1,459 萬 | 0.01% | −8,249−4.4% | 減碼 |
| Thornburg Investment Management Inc | 179,104 | $1,475 萬 | 0.15% | +35,950+25.1% | 加碼 |
| GoodHaven Capital Management, LLC | 185,430 | $1,527 萬 | 5.33% | +14,910+8.7% | 加碼 |
| Tocqueville Asset Management L.P. | 199,525 | $1,643 萬 | 0.24% | +10,966+5.8% | 加碼 |
| Woodson Capital Management, LP | 200,000 | $1,647 萬 | 2.66% | +58,000+40.8% | 加碼 |
| AustralianSuper Pty Ltd | 203,336 | $1,674 萬 | 0.09% | −21,178−9.4% | 減碼 |
| Ameriprise Financial Inc | 206,727 | $1,702 萬 | 0.00% | −34,382−14.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 209,993 | $1,729 萬 | 0.01% | −32,417−13.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 210,534 | $1,733 萬 | 0.01% | +11,621+5.8% | 加碼 |
| SEI Investments Co | 213,397 | $1,757 萬 | 0.02% | +116,327+119.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 213,883 | $1,761 萬 | 0.13% | −36,407−14.5% | 減碼 |
| HSBC Holdings PLC | 218,856 | $1,799 萬 | 0.01% | −42,474−16.3% | 減碼 |
| Allianz Asset Management GmbH | 219,732 | $1,809 萬 | 0.02% | +213,323+3,328.5% | 加碼 |
| Renaissance Technologies LLC | 220,241 | $1,813 萬 | 0.03% | −314,500−58.8% | 減碼 |
| Rhumbline Advisers | 222,920 | $1,835 萬 | 0.02% | −2,440−1.1% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 228,210 | $1,879 萬 | 2.24% | +228,210 | 新進 |
| Verition Fund Management LLC | 228,437 | $1,881 萬 | 0.18% | +29,070+14.6% | 加碼 |
| LPL Financial LLC | 232,241 | $1,912 萬 | 0.01% | +13,179+6.0% | 加碼 |
| Balyasny Asset Management LLC | 235,549 | $1,939 萬 | 0.04% | −69,610−22.8% | 減碼 |
| Moore Capital Management, LP | 241,793 | $1,991 萬 | 0.73% | +224,818+1,324.4% | 加碼 |
| Vanguard Global Advisers, LLC | 243,150 | $2,002 萬 | 0.01% | +243,150 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246,838 | $2,032 萬 | 0.01% | +7,971+3.3% | 加碼 |
| RBF Capital, LLC | 258,702 | $2,130 萬 | 1.05% | 00.0% | 不變 |
| Cerity Partners LLC | 262,621 | $2,162 萬 | 0.03% | +74,129+39.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 273,723 | $2,254 萬 | 0.18% | +120,629+78.8% | 加碼 |
| Stifel Financial Corp | 277,202 | $2,282 萬 | 0.02% | +52,637+23.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 283,164 | $2,331 萬 | 0.01% | +283,164 | 新進 |
| Apollo Management Holdings, L.P. | 287,606 | $2,368 萬 | 0.40% | +287,606 | 新進 |
| JB Capital Partners LP | 292,265 | $2,406 萬 | 4.14% | 00.0% | 不變 |
| L1 Capital Pty Ltd | 292,503 | $2,408 萬 | 0.95% | +292,503 | 新進 |
| KLCM Advisors, Inc. | 293,679 | $2,418 萬 | 2.10% | +132,094+81.7% | 加碼 |
| JPMorgan Chase & Co | 316,885 | $2,499 萬 | 0.00% | −3,190−1.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 304,029 | $2,503 萬 | 0.06% | +140,773+86.2% | 加碼 |
| Raymond James Financial Inc | 306,583 | $2,524 萬 | 0.01% | +50,052+19.5% | 加碼 |
| Envestnet Asset Management Inc | 316,346 | $2,604 萬 | 0.01% | −27,239−7.9% | 減碼 |
| Nuveen, LLC | 318,290 | $2,620 萬 | 0.01% | +65,562+25.9% | 加碼 |
| Swiss National Bank | 324,487 | $2,672 萬 | 0.02% | +21,500+7.1% | 加碼 |
| Zimmer Partners, LP | 332,500 | $2,737 萬 | 0.67% | +160,000+92.8% | 加碼 |
| Lodge Hill Capital, LLC | 333,000 | $2,742 萬 | 5.29% | +30,000+9.9% | 加碼 |
| Anchor Capital Advisors LLC | 348,580 | $2,870 萬 | 0.82% | +348,580 | 新進 |
| Seizert Capital Partners, LLC | 358,110 | $2,948 萬 | 1.36% | −13,887−3.7% | 減碼 |
| Cercano Management LLC | 386,254 | $3,180 萬 | 1.37% | +335,126+655.5% | 加碼 |
| Victory Capital Management Inc | 390,385 | $3,214 萬 | 0.02% | −1,637,210−80.7% | 減碼 |
| Commerce Bank | 394,142 | $3,245 萬 | 0.16% | +9,978+2.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 400,564 | $3,298 萬 | 0.05% | +68,213+20.5% | 加碼 |
| Citigroup Inc | 410,240 | $3,378 萬 | 0.02% | +51,020+14.2% | 加碼 |
| Wells Fargo & Company | 424,456 | $3,495 萬 | 0.01% | +176,369+71.1% | 加碼 |
| Legal & General Group Plc | 442,790 | $3,645 萬 | 0.01% | −110,587−20.0% | 減碼 |
| Barclays PLC | 461,738 | $3,801 萬 | 0.01% | +156,628+51.3% | 加碼 |
| Long Focus Capital Management, LLC | 479,000 | $3,944 萬 | 1.73% | +144,000+43.0% | 加碼 |
| Samlyn Capital, LLC | 511,363 | $4,210 萬 | 0.72% | +169,689+49.7% | 加碼 |
| UBS Asset Management Americas Inc | 515,216 | $4,242 萬 | 0.01% | −2,745−0.5% | 減碼 |
| Robotti Robert | 523,597 | $4,311 萬 | 6.72% | +96,606+22.6% | 加碼 |
| Bessemer Group Inc | 528,056 | $4,347 萬 | 0.07% | +27,037+5.4% | 加碼 |
| Citadel Advisors LLC | 537,269 | $4,423 萬 | 0.03% | −743,719−58.1% | 減碼 |
| Bank of New York Mellon Corp | 537,427 | $4,425 萬 | 0.01% | −143,330−21.1% | 減碼 |
| Royal Bank of Canada | 551,867 | $4,543 萬 | 0.01% | +180,597+48.6% | 加碼 |
| Amundi | 560,567 | $4,615 萬 | 0.01% | +121,086+27.6% | 加碼 |
| Holocene Advisors, LP | 562,881 | $4,634 萬 | 0.11% | +529,566+1,589.6% | 加碼 |
| Neuberger Berman Group LLC | 567,298 | $4,671 萬 | 0.04% | +330,813+139.9% | 加碼 |
| Millennium Management LLC | 571,262 | $4,703 萬 | 0.04% | +314,899+122.8% | 加碼 |
| Point72 Asset Management, L.P. | 572,626 | $4,714 萬 | 0.08% | +284,739+98.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 618,019 | $5,088 萬 | 0.01% | +618,019 | 新進 |
| Clearbridge Investments, LLC | 669,504 | $5,512 萬 | 0.05% | +25,567+4.0% | 加碼 |
| Fiera Capital Corp | 686,889 | $5,655 萬 | 0.19% | +33,050+5.1% | 加碼 |
| Janus Henderson Group PLC | 688,745 | $5,670 萬 | 0.03% | −44,111−6.0% | 減碼 |
| Loews Corp | 740,000 | $6,092 萬 | 0.51% | +460,000+164.3% | 加碼 |
| UBS Group AG | 751,127 | $6,184 萬 | 0.01% | +234,816+45.5% | 加碼 |
| Marshall Wace, LLP | 776,133 | $6,390 萬 | 0.07% | +620,264+397.9% | 加碼 |
| Capital World Investors | 779,198 | $6,415 萬 | 0.01% | +11,114+1.4% | 加碼 |
| Evercore Wealth Management, LLC | 802,718 | $6,609 萬 | 1.04% | −16,700−2.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 822,596 | $6,772 萬 | 0.09% | +29,252+3.7% | 加碼 |