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 2 季 13F 持有人
Builders FirstSource, Inc. 在 2026/6/30 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
- 671
- 較 2026 年第 1 季 −51 家
- 持有股數
- 1.08 億
- 較 2026 年第 1 季 +217.7 萬 (+2.1%)
- 總市值
- $96.3 億
- 較 2026 年第 1 季 +$9.46 億 (+10.9%)
- 新進機構
- 98
- 另有 241 家加碼
- 清倉機構
- 149
- 另有 261 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 262,500 | $2,349 萬 | 0.56% | −70,000−21.1% | 減碼 |
| Lodge Hill Capital, LLC | 271,700 | $2,431 萬 | 4.08% | −61,300−18.4% | 減碼 |
| Nuveen, LLC | 277,776 | $2,486 萬 | 0.01% | −40,514−12.7% | 減碼 |
| Envestnet Asset Management Inc | 291,864 | $2,612 萬 | 0.01% | −24,482−7.7% | 減碼 |
| JB Capital Partners LP | 292,265 | $2,615 萬 | 4.05% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 296,590 | $2,654 萬 | 2.13% | +2,911+1.0% | 加碼 |
| Stifel Financial Corp | 297,974 | $2,666 萬 | 0.02% | +20,772+7.5% | 加碼 |
| UBS Asset Management Americas Inc | 303,482 | $2,716 萬 | 0.00% | −211,734−41.1% | 減碼 |
| Commerce Bank | 307,514 | $2,752 萬 | 0.12% | −86,628−22.0% | 減碼 |
| Qube Research & Technologies Ltd | 319,262 | $2,857 萬 | 0.03% | +286,327+869.4% | 加碼 |
| Anchor Capital Advisors LLC | 336,660 | $3,012 萬 | 0.85% | −11,920−3.4% | 減碼 |
| Victory Capital Management Inc | 338,155 | $3,026 萬 | 0.02% | −52,230−13.4% | 減碼 |
| Seizert Capital Partners, LLC | 343,172 | $3,071 萬 | 1.27% | −14,938−4.2% | 減碼 |
| Millennium Management LLC | 354,523 | $3,172 萬 | 0.02% | −216,739−37.9% | 減碼 |
| Royal Bank of Canada | 362,746 | $3,246 萬 | 0.01% | −189,121−34.3% | 減碼 |
| Citigroup Inc | 395,219 | $3,536 萬 | 0.02% | −15,021−3.7% | 減碼 |
| Wells Fargo & Company | 402,128 | $3,598 萬 | 0.01% | −22,328−5.3% | 減碼 |
| Amundi | 427,709 | $3,827 萬 | 0.01% | −132,858−23.7% | 減碼 |
| Citadel Advisors LLC | 465,506 | $4,165 萬 | 0.02% | −71,763−13.4% | 減碼 |
| Fiera Capital Corp | 473,608 | $4,238 萬 | 0.15% | −213,281−31.1% | 減碼 |
| Robotti Robert | 510,158 | $4,565 萬 | 7.37% | −13,439−2.6% | 減碼 |
| Bessemer Group Inc | 520,668 | $4,659 萬 | 0.06% | −7,388−1.4% | 減碼 |
| JPMorgan Chase & Co | 512,218 | $4,681 萬 | 0.00% | +195,333+61.6% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 553,722 | $4,955 萬 | 5.60% | +325,512+142.6% | 加碼 |
| Bank of New York Mellon Corp | 554,604 | $4,963 萬 | 0.01% | +17,177+3.2% | 加碼 |
| Capital Research Global Investors | 593,700 | $5,319 萬 | 0.01% | +593,700 | 新進 |
| Caisse de Depot Et Placement du Quebec | 598,900 | $5,359 萬 | 0.08% | +198,336+49.5% | 加碼 |
| Vanguard Fiduciary Trust Co | 599,598 | $5,365 萬 | 0.01% | −18,421−3.0% | 減碼 |
| L1 Capital Pty Ltd | 600,269 | $5,371 萬 | 1.81% | +307,766+105.2% | 加碼 |
| Zurich Insurance Group Ltd | 602,233 | $5,389 萬 | 0.37% | +488,173+428.0% | 加碼 |
| Allianz Asset Management GmbH | 603,440 | $5,400 萬 | 0.05% | +383,708+174.6% | 加碼 |
| Long Focus Capital Management, LLC | 617,000 | $5,521 萬 | 2.25% | +138,000+28.8% | 加碼 |
| Deutsche Bank AG | 619,057 | $5,539 萬 | 0.02% | −515,448−45.4% | 減碼 |
| Frontier Capital Management Co LLC | 651,389 | $5,829 萬 | 0.54% | −209,105−24.3% | 減碼 |
| Westfield Capital Management Co LP | 656,421 | $5,874 萬 | 0.19% | +656,421 | 新進 |
| Clearbridge Investments, LLC | 717,266 | $6,418 萬 | 0.05% | +47,762+7.1% | 加碼 |
| Atlas FRM LLC | 718,000 | $6,425 萬 | 2.75% | +641,000+832.5% | 加碼 |
| UBS Group AG | 760,514 | $6,805 萬 | 0.01% | +9,387+1.2% | 加碼 |
| Evercore Wealth Management, LLC | 769,146 | $6,882 萬 | 0.97% | −33,572−4.2% | 減碼 |
| Loews Corp | 780,000 | $6,979 萬 | 0.56% | +40,000+5.4% | 加碼 |
| FMR LLC | 795,290 | $7,116 萬 | 0.00% | −471,014−37.2% | 減碼 |
| Massachusetts Financial Services Co | 809,251 | $7,241 萬 | 0.02% | −209,364−20.6% | 減碼 |
| Jupiter Topco LLC | 826,290 | $7,394 萬 | 0.03% | +826,290 | 新進 |
| Norges Bank | 860,958 | $7,704 萬 | 0.01% | +860,958 | 新進 |
| Colony Group, LLC | 881,993 | $7,892 萬 | 0.08% | −781,207−47.0% | 減碼 |
| Ameriprise Financial Inc | 888,118 | $7,947 萬 | 0.02% | +681,391+329.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 891,669 | $7,979 萬 | 0.10% | +69,073+8.4% | 加碼 |
| Northern Trust Corp | 898,310 | $8,038 萬 | 0.01% | −56,462−5.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 915,658 | $8,193 萬 | 0.04% | +632,494+223.4% | 加碼 |
| Bank of America Corp | 936,880 | $8,383 萬 | 0.01% | +51,799+5.9% | 加碼 |
| Capital World Investors | 1,005,583 | $8,998 萬 | 0.01% | +226,385+29.1% | 加碼 |
| Holocene Advisors, LP | 1,066,869 | $9,546 萬 | 0.22% | +503,988+89.5% | 加碼 |
| Public Sector Pension Investment Board | 1,074,139 | $9,611 萬 | 0.25% | +12,907+1.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,222,034 | $1.09 億 | 0.01% | +100,957+9.0% | 加碼 |
| Goldman Sachs Group Inc | 1,391,799 | $1.25 億 | 0.01% | −325,005−18.9% | 減碼 |
| Diamond Hill Capital Management Inc | 1,507,684 | $1.35 億 | 1.08% | −256,250−14.5% | 減碼 |
| Morgan Stanley | 1,552,867 | $1.39 億 | 0.01% | +139,636+9.9% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 1,639,222 | $1.47 億 | 0.42% | +1,639,222 | 新進 |
| Sands Capital Management, LLC | 2,283,236 | $2.04 億 | 0.76% | −337,849−12.9% | 減碼 |
| Brave Warrior Advisors, LLC | 2,340,571 | $2.09 億 | 4.56% | −31,721−1.3% | 減碼 |
| Coliseum Capital Management, LLC | 2,598,218 | $2.32 億 | 20.00% | +505,000+24.1% | 加碼 |
| Geode Capital Management, LLC | 2,834,402 | $2.53 億 | 0.01% | −50,117−1.7% | 減碼 |
| Invesco Ltd. | 3,346,367 | $2.99 億 | 0.02% | +742,045+28.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,439,279 | $3.08 億 | 0.06% | +471,535+15.9% | 加碼 |
| Wellington Management Group LLP | 3,465,251 | $3.10 億 | 0.05% | −214,206−5.8% | 減碼 |
| Pictet Asset Management Holding SA | 3,801,076 | $3.40 億 | 0.33% | +2,422,744+175.8% | 加碼 |
| Capital International Investors | 3,907,321 | $3.50 億 | 0.07% | +964,190+32.8% | 加碼 |
| Vanguard Portfolio Management LLC | 4,162,116 | $3.72 億 | 0.02% | −156,679−3.6% | 減碼 |
| State Street Corp | 4,839,758 | $4.33 億 | 0.01% | −280,332−5.5% | 減碼 |
| Vanguard Capital Management LLC | 6,854,631 | $6.13 億 | 0.01% | −172,443−2.5% | 減碼 |
| BlackRock, Inc. | 7,833,417 | $7.01 億 | 0.01% | −927,860−10.6% | 減碼 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −572,626−100.0% | 清倉 |
| Cercano Management LLC | 0 | $0 | 0.00% | −386,254−100.0% | 清倉 |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −287,606−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −273,723−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −235,549−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −228,437−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −220,241−100.0% | 清倉 |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −203,336−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −159,958−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −104,847−100.0% | 清倉 |
| RIHO Partners, LLC | 0 | $0 | 0.00% | −99,387−100.0% | 清倉 |
| Mountaineer Partners Management, LLC | 0 | $0 | 0.00% | −98,203−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −97,991−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −91,507−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −89,118−100.0% | 清倉 |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −84,501−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −81,345−100.0% | 清倉 |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −72,198−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −70,766−100.0% | 清倉 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −68,839−100.0% | 清倉 |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −60,369−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −60,289−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −43,920−100.0% | 清倉 |
| Old West Investment Management, LLC | 0 | $0 | 0.00% | −42,219−100.0% | 清倉 |
| Asio Capital, LLC | 0 | $0 | 0.00% | −34,281−100.0% | 清倉 |
| Tredje AP-fonden | 0 | $0 | 0.00% | −33,893−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −30,600−100.0% | 清倉 |
| Covea Finance | 0 | $0 | 0.00% | −29,956−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −23,919−100.0% | 清倉 |