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GMS Inc.

GMSDelisted Sep 4, 2025
Industry
Wholesale-Lumber & Other Construction Materials
SEC CIK
0001600438

GMS Inc. was delisted on Sep 4, 2025; its insiders filed their last Form 4 on Sep 8, 2025; 314 institutions reported holding it in 13F filings for Q2 2025, worth $4.09B in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in GMS Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
192
+4 vs. Q1 2021
Shares held
42.4M
+295.5K (+0.7%) vs. Q1 2021
Total value
$2.04B
+$283.3M (+16.1%) vs. Q1 2021
New holders
19
69 more added
Sold out
15
77 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 192 institutions
Q1 2021: 188 institutionsQ2 2021: 192 institutionsQ3 2021: 190 institutionsQ4 2021: 215 institutionsQ1 2022: 210 institutionsQ2 2022: 209 institutionsQ3 2022: 230 institutionsQ4 2022: 229 institutionsQ1 2023: 238 institutionsQ2 2023: 272 institutionsQ3 2023: 279 institutionsQ4 2023: 280 institutionsQ1 2024: 318 institutionsQ2 2024: 289 institutionsQ3 2024: 278 institutionsQ4 2024: 268 institutionsQ1 2025: 272 institutionsQ2 2025: 314 institutionsQ3 2025: 3 institutionsQ4 2025: 1 institutionQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $2.04B
Q1 2021: $1.76BQ2 2021: $2.04BQ3 2021: $1.85BQ4 2021: $2.50BQ1 2022: $2.11BQ2 2022: $1.87BQ3 2022: $1.64BQ4 2022: $2.04BQ1 2023: $2.36BQ2 2023: $2.76BQ3 2023: $2.50BQ4 2023: $3.21BQ1 2024: $3.80BQ2 2024: $3.26BQ3 2024: $3.56BQ4 2024: $3.41BQ1 2025: $2.94BQ2 2025: $4.09BQ3 2025: $559.5KQ4 2025: $501.0KQ1 2026: $0Q2 2026: $0
Institutions holding GMS and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20251$501.0K
Q3 20253$559.5K
Q2 2025314$4.09B
Q1 2025272$2.94B
Q4 2024268$3.41B
Q3 2024278$3.56B
Q2 2024289$3.26B
Q1 2024318$3.80B
Q4 2023280$3.21B
Q3 2023279$2.50B
Q2 2023272$2.76B
Q1 2023238$2.36B
Q4 2022229$2.04B
Q3 2022230$1.64B
Q2 2022209$1.87B
Q1 2022210$2.11B
Q4 2021215$2.50B
Q3 2021190$1.85B
Q2 2021192$2.04B
Q1 2021188$1.76B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q1 2021.

Institutions holding GMS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.6,859,179$330.2M0.01%−92,039−1.3%Reduced
Vanguard Group Inc5,178,882$249.3M0.01%+3,553+0.1%Added
Coliseum Capital Management, LLC4,963,943$239.0M21.20%+414,950+9.1%Added
FMR LLC3,325,169$160.1M0.01%+857,486+34.7%Added
Dimensional Fund Advisors LP2,306,522$111.0M0.04%−30,105−1.3%Reduced
Federated Hermes, Inc.1,931,887$93.0M0.17%+458,110+31.1%Added
American Century Companies Inc1,487,027$71.6M0.05%+388,429+35.4%Added
State Street Corp1,390,363$66.9M0.00%+46,419+3.5%Added
JPMorgan Chase & Co792,376$38.1M0.00%−66,895−7.8%Reduced
Geode Capital Management, LLC784,091$37.7M0.01%+35,860+4.8%Added
Scopia Capital Management LP612,391$29.5M4.00%+43,531+7.7%Added
Littlejohn & Co LLC603,698$29.1M9.53%−449,578−42.7%Reduced
Northern Trust Corp574,472$27.7M0.00%+3,218+0.6%Added
Prudential Financial Inc558,734$26.9M0.04%−245,897−30.6%Reduced
Peregrine Capital Management LLC552,448$26.6M0.48%−57,856−9.5%Reduced
Reinhart Partners, Inc.549,245$26.4M1.31%−137,265−20.0%Reduced
Charles Schwab Investment Management Inc464,277$22.4M0.01%+702+0.2%Added
Massachusetts Financial Services Co448,747$21.6M0.01%−663,474−59.7%Reduced
Bank of New York Mellon Corp446,600$21.5M0.00%−21,004−4.5%Reduced
Invesco Ltd.400,110$19.3M0.00%+46,984+13.3%Added
River Road Asset Management, LLC359,651$17.3M0.19%+22,300+6.6%Added
Principal Financial Group Inc346,217$16.7M0.01%+13,698+4.1%Added
Nuveen Asset Management, LLC332,217$16.0M0.00%+77,666+30.5%Added
Kennedy Capital Management, Inc.325,303$15.7M0.34%+45,004+16.1%Added
Victory Capital Management Inc315,419$15.2M0.01%−9,240−2.8%Reduced
Wellington Management Group LLP306,018$14.7M0.00%−85,170−21.8%Reduced
Arrowstreet Capital, Limited Partnership294,551$14.2M0.02%+68,948+30.6%Added
Bridgeway Capital Management, LLC220,600$10.6M0.19%+14,500+7.0%Added
SG Capital Management LLC200,402$9.65M2.69%+152,366+317.2%Added
LSV Asset Management199,000$9.58M0.02%−30,800−13.4%Reduced
Ameriprise Financial Inc190,023$9.15M0.00%−3,702−1.9%Reduced
Eaton Vance Management187,684$9.04M0.01%+95+0.1%Added
Advantage Alpha Capital Partners LP183,712$8.84M1.70%+11,534+6.7%Added
HAP Trading, LLC166,651$8.02M0.50%+166,651New
Driehaus Capital Management LLC158,647$7.64M0.10%+158,647New
Jupiter Asset Management Ltd155,315$7.48M0.08%00.0%Unchanged
Morgan Stanley154,788$7.45M0.00%+22,116+16.7%Added
Goldman Sachs Group Inc152,760$7.35M0.00%+95,663+167.5%Added
Alliancebernstein L.P.149,423$7.19M0.00%−5,783−3.7%Reduced
Rhumbline Advisers137,042$6.60M0.01%−6,218−4.3%Reduced
Group One Trading, L.P.135,485$6.52M0.12%+71,103+110.4%Added
Two Sigma Advisers, LP115,648$5.57M0.01%−16,300−12.4%Reduced
Parametric Portfolio Associates LLC112,889$5.43M0.00%+18,219+19.2%Added
Lumbard & Kellner, LLC106,227$5.11M1.98%+537+0.5%Added
SEI Investments Co101,953$4.91M0.01%+19,098+23.0%Added
Legal & General Group Plc92,478$4.45M0.00%−28,423−23.5%Reduced
Public Sector Pension Investment Board87,554$4.21M0.03%−450−0.5%Reduced
Swiss National Bank84,700$4.08M0.00%−13,000−13.3%Reduced
Price T Rowe Associates Inc81,255$3.91M0.00%−7,948−8.9%Reduced
Prelude Capital Management, LLC75,386$3.63M0.20%+14,472+23.8%Added
PEAK6 Investments LLC74,475$3.58M0.10%−46,548−38.5%Reduced
Schroder Investment Management Group68,538$3.30M0.00%+6,788+11.0%Added
First Trust Advisors LP65,072$3.13M0.00%−11,198−14.7%Reduced
Deutsche Bank AG64,495$3.10M0.00%−2,139−3.2%Reduced
APG Asset Management N.V.71,906$2.92M0.00%−3,000−4.0%Reduced
California State Teachers Retirement System58,893$2.83M0.00%−3,895−6.2%Reduced
Credit Suisse AG58,692$2.83M0.00%−4,796−7.6%Reduced
Russell Investments Group, Ltd.58,417$2.81M0.00%+527+0.9%Added
Hancock Whitney Corp56,732$2.73M0.09%+543+1.0%Added
True North Advisors, LLC51,165$2.46M0.51%−425−0.8%Reduced
Wells Fargo & Company49,683$2.39M0.00%−1,041−2.1%Reduced
Globeflex Capital L P46,926$2.26M0.41%+78+0.2%Added
Acadian Asset Management LLC46,598$2.24M0.01%+22,059+89.9%Added
Livforsakringsbolaget Skandia, Omsesidigt43,314$2.08M0.12%+2,200+5.4%Added
Assenagon Asset Management S.A.42,279$2.04M0.01%−8,153−16.2%Reduced
Eqis Capital Management, Inc.41,219$1.98M0.15%+427+1.0%Added
Voya Investment Management LLC40,146$1.93M0.00%−1,251−3.0%Reduced
Vident Investment Advisory, LLC39,549$1.90M0.06%−1,212−3.0%Reduced
Comerica Bank40,074$1.89M0.01%−3,127−7.2%Reduced
Cubist Systematic Strategies, LLC39,014$1.88M0.02%+21,469+122.4%Added
HRT Financial LP38,861$1.87M0.02%+38,861New
New York State Common Retirement Fund38,190$1.84M0.00%−2,054−5.1%Reduced
Ensign Peak Advisors, Inc37,300$1.80M0.00%00.0%Unchanged
Great West Life Assurance Co36,750$1.77M0.00%−538−1.4%Reduced
Citigroup Inc35,335$1.70M0.00%+19,011+116.5%Added
Thrivent Financial for Lutherans35,027$1.69M0.00%−170−0.5%Reduced
Two Sigma Investments, LP34,601$1.67M0.00%+1,021+3.0%Added
Walleye Trading LLC34,441$1.66M0.04%−12,124−26.0%Reduced
UBS Asset Management Americas Inc33,191$1.60M0.00%+952+3.0%Added
AQR Capital Management LLC32,997$1.59M0.00%+3,599+12.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,881$1.58M0.02%−163−0.5%Reduced
UBS Group AG32,866$1.58M0.00%+11,673+55.1%Added
Texas Permanent School Fund31,931$1.54M0.02%−80−0.2%Reduced
Barclays PLC30,686$1.48M0.00%−27,802−47.5%Reduced
Valmark Advisers, Inc.30,000$1.44M0.03%−10,000−25.0%Reduced
Panagora Asset Management Inc29,662$1.43M0.01%−11,670−28.2%Reduced
State of Alaska, Department of Revenue29,644$1.43M0.01%+640+2.2%Added
Renaissance Technologies LLC28,484$1.37M0.00%−218,818−88.5%Reduced
Janus Henderson Group PLC28,036$1.35M0.00%+9,270+49.4%Added
American International Group, Inc.27,772$1.34M0.01%−59−0.2%Reduced
ClariVest Asset Management LLC27,270$1.31M0.04%+63+0.2%Added
Raymond James & Associates27,075$1.30M0.00%+1,155+4.5%Added
Martingale Asset Management L P26,898$1.29M0.01%−13,400−33.3%Reduced
Susquehanna International Group, LLP26,163$1.26M0.00%−20,515−44.0%Reduced
Norges Bank26,000$1.25M0.00%+26,000New
Tudor Investment Corp Et Al25,755$1.24M0.03%+18,533+256.6%Added
STRS Ohio25,300$1.22M0.00%−1,400−5.2%Reduced
Royce & Associates LP25,183$1.21M0.01%−902−3.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,542$1.18M0.01%−2,381−8.8%Reduced
Manufacturers Life Insurance Company, The23,892$1.15M0.00%+587+2.5%Added