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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, Q3 2021

Institutional positions in GMS Inc. as of Sep 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
190
−1 vs. Q2 2021
Shares held
42.2M
−272.1K (−0.6%) vs. Q2 2021
Total value
$1.85B
−$195.5M (−9.6%) vs. Q2 2021
New holders
20
63 more added
Sold out
21
69 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 190 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 heldQ3 2021: $1.85B
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, Q3 2021

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q2 2021.

Institutions holding GMS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.6,966,768$305.1M0.01%+107,589+1.6%Added
Coliseum Capital Management, LLC5,292,003$231.8M20.58%+328,060+6.6%Added
Vanguard Group Inc5,054,235$221.4M0.01%−124,647−2.4%Reduced
FMR LLC3,196,157$140.0M0.01%−129,012−3.9%Reduced
Dimensional Fund Advisors LP2,316,798$101.5M0.03%+10,276+0.4%Added
Federated Hermes, Inc.1,983,436$86.9M0.17%+51,549+2.7%Added
State Street Corp1,409,448$61.7M0.00%+19,085+1.4%Added
American Century Companies Inc1,238,485$54.2M0.04%−248,542−16.7%Reduced
Geode Capital Management, LLC803,993$35.2M0.00%+19,902+2.5%Added
Littlejohn & Co LLC761,753$33.4M10.46%+158,055+26.2%Added
JPMorgan Chase & Co688,724$30.2M0.00%−103,652−13.1%Reduced
Scopia Capital Management LP590,969$25.9M3.46%−21,422−3.5%Reduced
Northern Trust Corp579,237$25.4M0.00%+4,765+0.8%Added
Prudential Financial Inc525,504$23.0M0.03%−33,230−5.9%Reduced
Massachusetts Financial Services Co496,899$21.8M0.01%+48,152+10.7%Added
Charles Schwab Investment Management Inc464,759$20.4M0.01%+482+0.1%Added
Peregrine Capital Management LLC458,133$20.1M0.42%−94,315−17.1%Reduced
Bank of New York Mellon Corp448,606$19.6M0.00%+2,006+0.4%Added
Reinhart Partners, Inc.416,079$18.3M0.93%−133,166−24.2%Reduced
Arrowstreet Capital, Limited Partnership380,434$16.7M0.02%+85,883+29.2%Added
River Road Asset Management, LLC372,651$16.3M0.18%+13,000+3.6%Added
Invesco Ltd.366,000$16.0M0.00%−34,110−8.5%Reduced
Principal Financial Group Inc338,293$14.8M0.01%−7,924−2.3%Reduced
Kennedy Capital Management, Inc.319,243$14.0M0.31%−6,060−1.9%Reduced
Nuveen Asset Management, LLC292,291$12.8M0.00%−39,926−12.0%Reduced
Victory Capital Management Inc252,624$11.1M0.01%−62,795−19.9%Reduced
Goldman Sachs Group Inc251,304$11.0M0.00%+98,544+64.5%Added
Morgan Stanley233,445$10.2M0.00%+78,657+50.8%Added
Group One Trading, L.P.207,123$9.07M0.20%+71,638+52.9%Added
LSV Asset Management195,600$8.57M0.02%−3,400−1.7%Reduced
Bridgeway Capital Management, LLC192,200$8.42M0.16%−28,400−12.9%Reduced
Eaton Vance Management187,707$8.20M0.01%+230.0%Added
Advantage Alpha Capital Partners LP186,969$8.19M1.49%+3,257+1.8%Added
Ameriprise Financial Inc184,140$8.06M0.00%−5,883−3.1%Reduced
ExodusPoint Capital Management, LP183,046$8.02M0.12%+170,432+1,351.1%Added
Alliancebernstein L.P.147,403$6.46M0.00%−2,020−1.4%Reduced
Parametric Portfolio Associates LLC123,672$5.42M0.00%+10,783+9.6%Added
SEI Investments Co120,506$5.28M0.01%+18,553+18.2%Added
Rhumbline Advisers120,296$5.27M0.01%−16,746−12.2%Reduced
Driehaus Capital Management LLC120,183$5.26M0.06%−38,464−24.2%Reduced
Wellington Management Group LLP115,037$5.04M0.00%−190,981−62.4%Reduced
Millennium Management LLC108,071$4.73M0.01%+108,071New
Lumbard & Kellner, LLC106,202$4.65M1.82%−250.0%Reduced
SG Capital Management LLC101,615$4.45M1.90%−98,787−49.3%Reduced
Legal & General Group Plc100,753$4.41M0.00%+8,275+8.9%Added
Citadel Advisors LLC95,991$4.20M0.00%+86,381+898.9%Added
Public Sector Pension Investment Board87,554$3.83M0.02%00.0%Unchanged
Swiss National Bank85,200$3.73M0.00%+500+0.6%Added
Deutsche Bank AG82,162$3.60M0.00%+17,667+27.4%Added
Two Sigma Advisers, LP77,048$3.38M0.01%−38,600−33.4%Reduced
Seizert Capital Partners, LLC76,084$3.33M0.15%+76,084New
Prelude Capital Management, LLC75,685$3.31M0.18%+299+0.4%Added
Price T Rowe Associates Inc72,731$3.19M0.00%−8,524−10.5%Reduced
Acadian Asset Management LLC71,982$3.15M0.01%+25,384+54.5%Added
First Trust Advisors LP70,267$3.08M0.00%+5,195+8.0%Added
SG Americas Securities, LLC68,927$3.02M0.02%+66,050+2,295.8%Added
Barclays PLC68,324$2.99M0.00%+37,638+122.7%Added
Schroder Investment Management Group60,348$2.64M0.00%−8,190−11.9%Reduced
Assenagon Asset Management S.A.59,940$2.63M0.01%+17,661+41.8%Added
Renaissance Technologies LLC55,000$2.41M0.00%+26,516+93.1%Added
California State Teachers Retirement System54,661$2.39M0.00%−4,232−7.2%Reduced
Allianz Asset Management GmbH54,366$2.38M0.00%+54,366New
Cubist Systematic Strategies, LLC53,282$2.33M0.03%+14,268+36.6%Added
Credit Suisse AG53,076$2.32M0.00%−5,616−9.6%Reduced
PEAK6 Investments LLC51,142$2.24M0.05%−23,333−31.3%Reduced
True North Advisors, LLC47,390$2.08M0.41%−3,775−7.4%Reduced
BNP Paribas Arbitrage, SA45,584$2.00M0.00%+25,880+131.3%Added
Livforsakringsbolaget Skandia, Omsesidigt43,314$1.90M0.12%00.0%Unchanged
Russell Investments Group, Ltd.42,088$1.85M0.00%−16,329−28.0%Reduced
Comerica Bank39,046$1.81M0.01%−1,028−2.6%Reduced
UBS Asset Management Americas Inc41,222$1.81M0.00%+8,031+24.2%Added
Voya Investment Management LLC40,698$1.78M0.00%+552+1.4%Added
Great West Life Assurance Co37,595$1.66M0.00%+845+2.3%Added
Vident Investment Advisory, LLC37,451$1.64M0.05%−2,098−5.3%Reduced
Ensign Peak Advisors, Inc37,300$1.63M0.00%00.0%Unchanged
APG Asset Management N.V.43,106$1.63M0.00%−28,800−40.1%Reduced
Thrivent Financial for Lutherans34,820$1.52M0.00%−207−0.6%Reduced
Wells Fargo & Company34,291$1.50M0.00%−15,392−31.0%Reduced
Two Sigma Investments, LP33,258$1.46M0.00%−1,343−3.9%Reduced
D. E. Shaw & Co., Inc.32,779$1.44M0.00%+32,779New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,662$1.43M0.02%−219−0.7%Reduced
Tudor Investment Corp Et Al32,306$1.42M0.03%+6,551+25.4%Added
Texas Permanent School Fund31,865$1.40M0.02%−66−0.2%Reduced
State of Alaska, Department of Revenue31,423$1.38M0.01%+1,779+6.0%Added
New York State Common Retirement Fund31,227$1.37M0.00%−6,963−18.2%Reduced
AQR Capital Management LLC30,719$1.34M0.00%−2,278−6.9%Reduced
Valmark Advisers, Inc.30,000$1.31M0.02%00.0%Unchanged
Panagora Asset Management Inc29,662$1.30M0.01%00.0%Unchanged
Raymond James & Associates28,659$1.25M0.00%+1,584+5.9%Added
Algert Global LLC28,229$1.24M0.16%+28,229New
Citigroup Inc27,984$1.23M0.00%−7,351−20.8%Reduced
American International Group, Inc.26,859$1.18M0.01%−913−3.3%Reduced
ClariVest Asset Management LLC26,247$1.15M0.04%−1,023−3.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,802$1.09M0.01%+260+1.1%Added
New York State Teachers Retirement System22,364$980.0K0.00%−451−2.0%Reduced
Manufacturers Life Insurance Company, The22,063$966.0K0.00%−1,829−7.7%Reduced
Royal Bank of Canada21,884$959.0K0.00%+1,629+8.0%Added
Tower Research Capital LLC (TRC)21,911$959.0K0.02%+10,048+84.7%Added
Hillsdale Investment Management Inc.21,700$950.0K0.07%00.0%Unchanged
Employees Retirement System of Texas21,200$929.0K0.01%+21,200New