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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 165,146 | $1,360 萬 | 0.00% | −1,838−1.1% | 減碼 |
| California State Teachers Retirement System | 164,672 | $1,356 萬 | 0.01% | −1,507−0.9% | 減碼 |
| Westwood Holdings Group Inc. | 164,154 | $1,351 萬 | 0.10% | +164,154 | 新進 |
| Worldquant Millennium Advisors LLC | 159,958 | $1,317 萬 | 0.05% | +9,350+6.2% | 加碼 |
| Stadium Capital Management LLC | 158,894 | $1,308 萬 | 32.22% | 00.0% | 不變 |
| Franklin Resources Inc | 155,321 | $1,279 萬 | 0.00% | −1,681,292−91.5% | 減碼 |
| Cinctive Capital Management LP | 155,155 | $1,277 萬 | 0.84% | +126,469+440.9% | 加碼 |
| Lord, Abbett & Co. LLC | 151,073 | $1,244 萬 | 0.04% | −192,988−56.1% | 減碼 |
| First Trust Advisors LP | 150,323 | $1,238 萬 | 0.01% | +6,353+4.4% | 加碼 |
| Parnassus Investments | 149,316 | $1,229 萬 | 0.04% | +149,316 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 147,761 | $1,217 萬 | 0.01% | +139,442+1,676.2% | 加碼 |
| New York State Common Retirement Fund | 143,879 | $1,185 萬 | 0.02% | 00.0% | 不變 |
| Schwartz Investment Counsel Inc | 143,600 | $1,182 萬 | 0.42% | +47,800+49.9% | 加碼 |
| AQR Capital Management LLC | 138,749 | $1,139 萬 | 0.01% | +28,212+25.5% | 加碼 |
| Gotham Asset Management, LLC | 136,762 | $1,126 萬 | 0.03% | −1,150−0.8% | 減碼 |
| Punch & Associates Investment Management, Inc. | 128,538 | $1,058 萬 | 0.61% | +493+0.4% | 加碼 |
| Susquehanna International Group, LLP | 125,627 | $1,034 萬 | 0.01% | +64,957+107.1% | 加碼 |
| Hauser Brothers GmbH | 125,500 | $1,033 萬 | 14.48% | 00.0% | 不變 |
| Principal Financial Group Inc | 123,175 | $1,014 萬 | 0.01% | +1,222+1.0% | 加碼 |
| Zurich Insurance Group Ltd | 114,060 | $939.1 萬 | 0.07% | +114,060 | 新進 |
| Korea Investment CORP | 106,795 | $879.2 萬 | 0.02% | +38,708+56.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 105,093 | $865.2 萬 | 0.02% | −3,508−3.2% | 減碼 |
| SummitTX Capital, L.P. | 104,847 | $863.2 萬 | 0.28% | +104,847 | 新進 |
| Mountain Lake Investment Management LLC | 104,641 | $861.5 萬 | 5.57% | +20,697+24.7% | 加碼 |
| Atom Investors LP | 102,063 | $840.3 萬 | 0.60% | +50,902+99.5% | 加碼 |
| RIHO Partners, LLC | 99,387 | $818.3 萬 | 5.15% | +13,349+15.5% | 加碼 |
| Illinois Municipal Retirement Fund | 99,377 | $818.2 萬 | 0.10% | −16,722−14.4% | 減碼 |
| Mountaineer Partners Management, LLC | 98,203 | $808.5 萬 | 4.02% | +4,112+4.4% | 加碼 |
| Achmea Investment Management B.V. | 97,991 | $806.8 萬 | 0.21% | −199−0.2% | 減碼 |
| Investment House LLC | 95,961 | $790.0 萬 | 0.41% | +61,829+181.1% | 加碼 |
| Turtle Creek Asset Management Inc. | 94,990 | $782.1 萬 | 0.29% | +27,350+40.4% | 加碼 |
| Rafferty Asset Management, LLC | 93,439 | $769.3 萬 | 0.03% | −18,711−16.7% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 91,813 | $755.9 萬 | 0.28% | +1,829+2.0% | 加碼 |
| Parkwood LLC | 91,507 | $753.4 萬 | 0.67% | +5,340+6.2% | 加碼 |
| State of Wisconsin Investment Board | 90,619 | $746.1 萬 | 0.02% | +17,038+23.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 89,118 | $733.7 萬 | 0.01% | +31,794+55.5% | 加碼 |
| New York State Teachers Retirement System | 88,293 | $726.9 萬 | 0.01% | −1,006−1.1% | 減碼 |
| Paradigm Capital Management Inc | 85,750 | $706.0 萬 | 0.27% | 00.0% | 不變 |
| De Lisle Partners LLP | 84,501 | $695.7 萬 | 0.83% | 00.0% | 不變 |
| Wedge Capital Management L L P | 84,209 | $693.3 萬 | 0.13% | +17,618+26.5% | 加碼 |
| Whittier Trust Co | 82,883 | $680.1 萬 | 0.08% | −27,797−25.1% | 減碼 |
| Aviva PLC | 81,345 | $669.7 萬 | 0.01% | −1,872−2.2% | 減碼 |
| Thrivent Financial for Lutherans | 80,426 | $662.2 萬 | 0.01% | +2,545+3.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 80,074 | $659.2 萬 | 0.01% | +2,648+3.4% | 加碼 |
| 683 Capital Management, LLC | 80,000 | $658.6 萬 | 0.61% | +44,000+122.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 77,450 | $637.6 萬 | 0.03% | −10,137−11.6% | 減碼 |
| Atlas FRM LLC | 77,000 | $633.9 萬 | 0.42% | +77,000 | 新進 |
| Russell Investments Group, Ltd. | 73,458 | $604.8 萬 | 0.01% | −23,325−24.1% | 減碼 |
| Royce & Associates LP | 73,121 | $602.0 萬 | 0.06% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 72,198 | $594.4 萬 | 0.33% | +30,678+73.9% | 加碼 |
| Lighthouse Investment Partners, LLC | 70,766 | $582.6 萬 | 0.22% | +70,766 | 新進 |
| Moran Wealth Management, LLC | 69,511 | $572.3 萬 | 0.18% | +15,268+28.1% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 68,839 | $566.8 萬 | 0.11% | 00.0% | 不變 |
| Mackenzie Financial Corp | 67,615 | $556.7 萬 | 0.01% | +54,629+420.7% | 加碼 |
| Greatmark Investment Partners, Inc. | 67,297 | $554.1 萬 | 0.65% | +19,225+40.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 65,700 | $540.9 萬 | 0.01% | −256,100−79.6% | 減碼 |
| Aquatic Capital Management LLC | 64,869 | $534.1 萬 | 0.15% | −32,239−33.2% | 減碼 |
| Polar Capital Holdings Plc | 64,709 | $532.7 萬 | 0.02% | −7,809−10.8% | 減碼 |
| Quantinno Capital Management LP | 64,385 | $530.1 萬 | 0.01% | −52,072−44.7% | 減碼 |
| XTX Topco Ltd | 62,966 | $518.4 萬 | 0.09% | +50,559+407.5% | 加碼 |
| MetLife Investment Management | 62,780 | $516.9 萬 | 0.03% | +5,771+10.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,412 | $505.6 萬 | 0.01% | +1,428+2.4% | 加碼 |
| Bank of Montreal | 61,084 | $502.9 萬 | 0.00% | −22,627−27.0% | 減碼 |
| Eagle Global Advisors LLC | 60,369 | $497.0 萬 | 0.18% | +127+0.2% | 加碼 |
| IPG Investment Advisors LLC | 60,289 | $496.4 萬 | 0.85% | +10,229+20.4% | 加碼 |
| Marathon Capital Management | 58,996 | $485.7 萬 | 1.09% | −157−0.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,416 | $472.1 萬 | 0.01% | +1,646+3.0% | 加碼 |
| Edentree Asset Management Ltd | 56,800 | $467.6 萬 | 1.41% | +20,400+56.0% | 加碼 |
| Captrust Financial Advisors | 56,490 | $465.1 萬 | 0.01% | +14,276+33.8% | 加碼 |
| Vanguard Asset Management, Ltd | 56,402 | $464.4 萬 | 0.00% | +56,402 | 新進 |
| Hudson Value Partners, LLC | 55,284 | $455.2 萬 | 1.36% | −4,375−7.3% | 減碼 |
| Prudential Financial Inc | 54,805 | $451.2 萬 | 0.01% | −5,491−9.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 54,478 | $448.5 萬 | 0.01% | −1,587−2.8% | 減碼 |
| Fifth Third Bancorp | 54,016 | $444.7 萬 | 0.01% | +52,259+2,974.3% | 加碼 |
| Heartland Advisors Inc | 53,634 | $441.6 萬 | 0.23% | +126+0.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 54,675 | $438.4 萬 | 0.01% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 52,466 | $432.0 萬 | 1.26% | +2,306+4.6% | 加碼 |
| Vanguard Investments Australia, Ltd. | 51,387 | $423.1 萬 | 0.01% | +51,387 | 新進 |
| SG Americas Securities, LLC | 50,534 | $416.0 萬 | 0.00% | −61,929−55.1% | 減碼 |
| Great West Life Assurance Co | 49,810 | $410.9 萬 | 0.01% | −1,777−3.4% | 減碼 |
| Nomura Asset Management Co Ltd | 48,444 | $398.8 萬 | 0.01% | +907+1.9% | 加碼 |
| Altus Wealth Group LLC | 48,066 | $395.7 萬 | 1.62% | +2,718+6.0% | 加碼 |
| Diversified Investment Strategies, LLC | 47,620 | $392.1 萬 | 2.50% | +47,620 | 新進 |
| Asset Management One Co.,Ltd. | 47,432 | $390.5 萬 | 0.01% | +2,882+6.5% | 加碼 |
| Dana Investment Advisors, Inc. | 47,409 | $390.3 萬 | 0.12% | +7,727+19.5% | 加碼 |
| Treasurer of the State of North Carolina | 46,447 | $382.4 萬 | 0.01% | +993+2.2% | 加碼 |
| Commonwealth Equity Services, LLC | 46,134 | $379.8 萬 | 0.01% | +30,433+193.8% | 加碼 |
| Banque Transatlantique SA | 45,739 | $376.6 萬 | 0.09% | +817+1.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 45,471 | $374.3 萬 | 0.03% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 44,790 | $368.8 萬 | 0.01% | −4,796−9.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 44,473 | $364.9 萬 | 0.07% | −26,516−37.4% | 減碼 |
| Brevan Howard Capital Management LP | 43,920 | $361.6 萬 | 0.04% | +15,350+53.7% | 加碼 |
| Old West Investment Management, LLC | 42,219 | $347.6 萬 | 0.38% | −80,796−65.7% | 減碼 |
| Cetera Investment Advisers | 41,118 | $338.5 萬 | 0.00% | −8,025−16.3% | 減碼 |
| CIBC Bancorp USA Inc. | 41,081 | $338.2 萬 | 0.00% | +41,081 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 40,648 | $334.7 萬 | 0.01% | +36,277+829.9% | 加碼 |
| Hudson Bay Capital Management LP | 40,363 | $332.3 萬 | 0.02% | +15,000+59.1% | 加碼 |
| MML Investors Services, LLC | 40,186 | $330.8 萬 | 0.01% | −16,256−28.8% | 減碼 |
| Occam Crest Management LP | 39,500 | $325.2 萬 | 2.06% | +30,000+315.8% | 加碼 |
| KLP Kapitalforvaltning AS | 37,900 | $312.0 萬 | 0.01% | 00.0% | 不變 |