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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
Algert Global LLC28,229$1.24M0.16%+28,229New
Raymond James & Associates28,659$1.25M0.00%+1,584+5.9%Added
Panagora Asset Management Inc29,662$1.30M0.01%00.0%Unchanged
Valmark Advisers, Inc.30,000$1.31M0.02%00.0%Unchanged
AQR Capital Management LLC30,719$1.34M0.00%−2,278−6.9%Reduced
New York State Common Retirement Fund31,227$1.37M0.00%−6,963−18.2%Reduced
State of Alaska, Department of Revenue31,423$1.38M0.01%+1,779+6.0%Added
Texas Permanent School Fund31,865$1.40M0.02%−66−0.2%Reduced
Tudor Investment Corp Et Al32,306$1.42M0.03%+6,551+25.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,662$1.43M0.02%−219−0.7%Reduced
D. E. Shaw & Co., Inc.32,779$1.44M0.00%+32,779New
Two Sigma Investments, LP33,258$1.46M0.00%−1,343−3.9%Reduced
Wells Fargo & Company34,291$1.50M0.00%−15,392−31.0%Reduced
Thrivent Financial for Lutherans34,820$1.52M0.00%−207−0.6%Reduced
APG Asset Management N.V.43,106$1.63M0.00%−28,800−40.1%Reduced
Ensign Peak Advisors, Inc37,300$1.63M0.00%00.0%Unchanged
Vident Investment Advisory, LLC37,451$1.64M0.05%−2,098−5.3%Reduced
Great West Life Assurance Co37,595$1.66M0.00%+845+2.3%Added
Voya Investment Management LLC40,698$1.78M0.00%+552+1.4%Added
UBS Asset Management Americas Inc41,222$1.81M0.00%+8,031+24.2%Added
Comerica Bank39,046$1.81M0.01%−1,028−2.6%Reduced
Russell Investments Group, Ltd.42,088$1.85M0.00%−16,329−28.0%Reduced
Livforsakringsbolaget Skandia, Omsesidigt43,314$1.90M0.12%00.0%Unchanged
BNP Paribas Arbitrage, SA45,584$2.00M0.00%+25,880+131.3%Added
True North Advisors, LLC47,390$2.08M0.41%−3,775−7.4%Reduced
PEAK6 Investments LLC51,142$2.24M0.05%−23,333−31.3%Reduced
Credit Suisse AG53,076$2.32M0.00%−5,616−9.6%Reduced
Cubist Systematic Strategies, LLC53,282$2.33M0.03%+14,268+36.6%Added
Allianz Asset Management GmbH54,366$2.38M0.00%+54,366New
California State Teachers Retirement System54,661$2.39M0.00%−4,232−7.2%Reduced
Renaissance Technologies LLC55,000$2.41M0.00%+26,516+93.1%Added
Assenagon Asset Management S.A.59,940$2.63M0.01%+17,661+41.8%Added
Schroder Investment Management Group60,348$2.64M0.00%−8,190−11.9%Reduced
Barclays PLC68,324$2.99M0.00%+37,638+122.7%Added
SG Americas Securities, LLC68,927$3.02M0.02%+66,050+2,295.8%Added
First Trust Advisors LP70,267$3.08M0.00%+5,195+8.0%Added
Acadian Asset Management LLC71,982$3.15M0.01%+25,384+54.5%Added
Price T Rowe Associates Inc72,731$3.19M0.00%−8,524−10.5%Reduced
Prelude Capital Management, LLC75,685$3.31M0.18%+299+0.4%Added
Seizert Capital Partners, LLC76,084$3.33M0.15%+76,084New
Two Sigma Advisers, LP77,048$3.38M0.01%−38,600−33.4%Reduced
Deutsche Bank AG82,162$3.60M0.00%+17,667+27.4%Added
Swiss National Bank85,200$3.73M0.00%+500+0.6%Added
Public Sector Pension Investment Board87,554$3.83M0.02%00.0%Unchanged
Citadel Advisors LLC95,991$4.20M0.00%+86,381+898.9%Added
Legal & General Group Plc100,753$4.41M0.00%+8,275+8.9%Added
SG Capital Management LLC101,615$4.45M1.90%−98,787−49.3%Reduced
Lumbard & Kellner, LLC106,202$4.65M1.82%−250.0%Reduced
Millennium Management LLC108,071$4.73M0.01%+108,071New
Wellington Management Group LLP115,037$5.04M0.00%−190,981−62.4%Reduced
Driehaus Capital Management LLC120,183$5.26M0.06%−38,464−24.2%Reduced
Rhumbline Advisers120,296$5.27M0.01%−16,746−12.2%Reduced
SEI Investments Co120,506$5.28M0.01%+18,553+18.2%Added
Parametric Portfolio Associates LLC123,672$5.42M0.00%+10,783+9.6%Added
Alliancebernstein L.P.147,403$6.46M0.00%−2,020−1.4%Reduced
ExodusPoint Capital Management, LP183,046$8.02M0.12%+170,432+1,351.1%Added
Ameriprise Financial Inc184,140$8.06M0.00%−5,883−3.1%Reduced
Advantage Alpha Capital Partners LP186,969$8.19M1.49%+3,257+1.8%Added
Eaton Vance Management187,707$8.20M0.01%+230.0%Added
Bridgeway Capital Management, LLC192,200$8.42M0.16%−28,400−12.9%Reduced
LSV Asset Management195,600$8.57M0.02%−3,400−1.7%Reduced
Group One Trading, L.P.207,123$9.07M0.20%+71,638+52.9%Added
Morgan Stanley233,445$10.2M0.00%+78,657+50.8%Added
Goldman Sachs Group Inc251,304$11.0M0.00%+98,544+64.5%Added
Victory Capital Management Inc252,624$11.1M0.01%−62,795−19.9%Reduced
Nuveen Asset Management, LLC292,291$12.8M0.00%−39,926−12.0%Reduced
Kennedy Capital Management, Inc.319,243$14.0M0.31%−6,060−1.9%Reduced
Principal Financial Group Inc338,293$14.8M0.01%−7,924−2.3%Reduced
Invesco Ltd.366,000$16.0M0.00%−34,110−8.5%Reduced
River Road Asset Management, LLC372,651$16.3M0.18%+13,000+3.6%Added
Arrowstreet Capital, Limited Partnership380,434$16.7M0.02%+85,883+29.2%Added
Reinhart Partners, Inc.416,079$18.3M0.93%−133,166−24.2%Reduced
Bank of New York Mellon Corp448,606$19.6M0.00%+2,006+0.4%Added
Peregrine Capital Management LLC458,133$20.1M0.42%−94,315−17.1%Reduced
Charles Schwab Investment Management Inc464,759$20.4M0.01%+482+0.1%Added
Massachusetts Financial Services Co496,899$21.8M0.01%+48,152+10.7%Added
Prudential Financial Inc525,504$23.0M0.03%−33,230−5.9%Reduced
Northern Trust Corp579,237$25.4M0.00%+4,765+0.8%Added
Scopia Capital Management LP590,969$25.9M3.46%−21,422−3.5%Reduced
JPMorgan Chase & Co688,724$30.2M0.00%−103,652−13.1%Reduced
Littlejohn & Co LLC761,753$33.4M10.46%+158,055+26.2%Added
Geode Capital Management, LLC803,993$35.2M0.00%+19,902+2.5%Added
American Century Companies Inc1,238,485$54.2M0.04%−248,542−16.7%Reduced
State Street Corp1,409,448$61.7M0.00%+19,085+1.4%Added
Federated Hermes, Inc.1,983,436$86.9M0.17%+51,549+2.7%Added
Dimensional Fund Advisors LP2,316,798$101.5M0.03%+10,276+0.4%Added
FMR LLC3,196,157$140.0M0.01%−129,012−3.9%Reduced
Vanguard Group Inc5,054,235$221.4M0.01%−124,647−2.4%Reduced
Coliseum Capital Management, LLC5,292,003$231.8M20.58%+328,060+6.6%Added
BlackRock Inc.6,966,768$305.1M0.01%+107,589+1.6%Added
HAP Trading, LLC0$00.00%−166,651−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−155,315−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−41,219−100.0%Sold out
Janus Henderson Group PLC0$00.00%−28,036−100.0%Sold out
Martingale Asset Management L P0$00.00%−26,898−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−26,163−100.0%Sold out
Norges Bank0$00.00%−26,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−21,073−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−17,800−100.0%Sold out
Squarepoint Ops LLC0$00.00%−9,355−100.0%Sold out