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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, Q4 2021

Institutional positions in GMS Inc. as of Dec 31, 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
215
+25 vs. Q3 2021
Shares held
41.5M
−630.7K (−1.5%) vs. Q3 2021
Total value
$2.50B
+$648.5M (+35.1%) vs. Q3 2021
New holders
39
64 more added
Sold out
14
79 more reduced

Compare with Q3 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 holdersQ4 2021: 215 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 heldQ4 2021: $2.50B
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, Q4 2021

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q3 2021.

Institutions holding GMS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Zurcher Kantonalbank (Zurich Cantonalbank)24,168$1.45M0.01%−634−2.6%Reduced
Envestnet Asset Management Inc23,501$1.41M0.00%+8,525+56.9%Added
Janus Henderson Group PLC23,374$1.41M0.00%+23,374New
New York State Teachers Retirement System22,364$1.34M0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The21,681$1.30M0.00%−382−1.7%Reduced
Louisiana State Employees Retirement System20,900$1.26M0.03%+100+0.5%Added
New York Life Investments Alternatives20,300$1.22M0.82%+5,100+33.6%Added
Amalgamated Bank20,287$1.22M0.01%−162−0.8%Reduced
STRS Ohio20,000$1.20M0.00%00.0%Unchanged
Hillsdale Investment Management Inc.19,700$1.18M0.08%−2,000−9.2%Reduced
State of Tennessee, Treasury Department19,696$1.18M0.00%−1,338−6.4%Reduced
Hancock Whitney Corp19,623$1.18M0.04%−171−0.9%Reduced
Caption Management, LLC18,324$1.10M0.07%+18,324New
SummerHaven Investment Management, LLC18,300$1.10M0.59%00.0%Unchanged
Globeflex Capital L P17,895$1.08M0.22%00.0%Unchanged
Maryland State Retirement & Pension System17,202$1.03M0.03%+254+1.5%Added
Ensign Peak Advisors, Inc16,610$998.0K0.00%−20,690−55.5%Reduced
Royal Bank of Canada16,556$996.0K0.00%−5,328−24.3%Reduced
Oregon Public Employees Retirement Fund16,431$988.0K0.01%−800−4.6%Reduced
Employees Retirement System of Texas16,200$974.0K0.01%−5,000−23.6%Reduced
MetLife Investment Management14,713$884.4K0.01%00.0%Unchanged
UBS Group AG13,476$810.0K0.00%+13,418+23,134.5%Added
Handelsbanken Fonder AB13,437$808.0K0.00%00.0%Unchanged
Tudor Investment Corp Et Al12,980$780.0K0.01%−19,326−59.8%Reduced
Bank of Montreal12,818$767.0K0.00%−4,499−26.0%Reduced
Adams Wealth Management12,697$763.0K0.24%+978+8.3%Added
Great Lakes Advisors, LLC12,357$743.0K0.01%−966−7.3%Reduced
Cetera Advisor Networks LLC12,190$733.0K0.01%−2,500−17.0%Reduced
Teachers Retirement System of the State of Kentucky12,100$727.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co11,277$677.9K0.01%00.0%Unchanged
ProShare Advisors LLC10,696$643.0K0.00%+4,105+62.3%Added
Marotta Asset Management10,694$642.8K0.15%00.0%Unchanged
Virginia Retirement Systems Et Al10,600$637.0K0.01%+10,600New
Arizona State Retirement System10,436$627.0K0.00%−68−0.6%Reduced
Essex Investment Management Co LLC10,221$614.0K0.07%−147−1.4%Reduced
Advisor Group Holdings, Inc.10,183$612.0K0.00%+3,435+50.9%Added
Gsa Capital Partners LLP9,646$580.0K0.07%−5,638−36.9%Reduced
Paloma Partners Management Co8,854$532.0K0.02%−4,055−31.4%Reduced
HSBC Holdings PLC8,522$510.0K0.00%+2,730+47.1%Added
Mercer Global Advisors Inc8,385$504.0K0.00%+307+3.8%Added
JBF Capital, Inc.7,800$469.0K0.09%+4,300+122.9%Added
State Board of Administration of Florida Retirement System7,737$465.0K0.00%−10.0%Reduced
Teacher Retirement System of Texas7,495$451.0K0.00%+1,302+21.0%Added
AlphaCrest Capital Management LLC7,207$433.0K0.02%+7,207New
Everence Capital Management Inc7,050$424.0K0.03%00.0%Unchanged
Zacks Investment Management6,843$411.0K0.01%+783+12.9%Added
Engineers Gate Manager LP6,783$408.0K0.02%+6,783New
Bailard, Inc.6,100$367.0K0.01%+6,100New
State of Wisconsin Investment Board6,000$361.0K0.00%−1,000−14.3%Reduced
Robeco Institutional Asset Management B.V.5,940$357.0K0.00%+5,940New
Mutual of America Capital Management LLC5,895$354.0K0.00%+151+2.6%Added
Nisa Investment Advisors, LLC6,850$351.0K0.00%00.0%Unchanged
Delphi Management Inc5,810$349.0K0.33%−649−10.0%Reduced
Shell Asset Management Co5,526$332.0K0.01%+1,370+33.0%Added
People's United Financial, Inc.5,121$308.0K0.01%00.0%Unchanged
Quantinno Capital Management LP5,070$305.0K0.06%−3,253−39.1%Reduced
Susquehanna International Group, LLP4,929$296.0K0.00%+4,929New
Two Sigma Investments, LP4,900$295.0K0.00%−28,358−85.3%Reduced
Money Concepts Capital Corp4,807$289.0K0.02%+4,807New
Dynamic Technology Lab Private Ltd4,625$278.0K0.03%+4,625New
Connor, Clark & Lunn Investment Management Ltd.4,560$274.0K0.00%+4,560New
Profund Advisors LLC4,332$260.0K0.01%−274−5.9%Reduced
Bridgefront Capital, LLC4,218$254.0K0.25%+4,218New
Walleye Trading LLC4,122$248.0K0.00%−14,513−77.9%Reduced
Crossmark Global Holdings, Inc.3,910$235.0K0.01%−1,840−32.0%Reduced
Petrus Trust Company, LTA3,788$228.0K0.03%+3,788New
Jefferies Group LLC3,707$222.8K0.00%+3,707New
Ameritas Investment Partners, Inc.3,426$206.0K0.01%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3,394$204.0K0.00%−141−4.0%Reduced
CIBC Asset Management Inc3,353$202.0K0.00%−1,799−34.9%Reduced
Lazard Asset Management LLC2,974$178.0K0.00%+611+25.9%Added
Public Employees Retirement System of Ohio2,943$177.0K0.00%−164−5.3%Reduced
The PNC Financial Services Group, Inc.2,879$173.0K0.00%+29+1.0%Added
Steward Partners Investment Advisory, LLC2,300$138.0K0.00%+2,300New
State of Wyoming1,689$102.0K0.05%+1,689New
Dark Forest Capital Management LP1,668$100.0K0.04%+1,668New
Point72 Hong Kong Ltd1,161$70.0K0.01%−4,098−77.9%Reduced
Captrust Financial Advisors1,172$70.0K0.00%−244−17.2%Reduced
Harvest Fund Management Co., Ltd1,049$61.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,000$60.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)974$59.0K0.00%−20,937−95.6%Reduced
US Bancorp761$45.0K0.00%−1,209−61.4%Reduced
Catalyst Capital Advisors LLC740$44.0K0.00%+740New
TD Waterhouse Canada Inc.610$37.0K0.00%+610New
USA Financial Portformulas Corp587$35.0K0.03%−634−51.9%Reduced
Simplex Trading, LLC557$33.0K0.00%+557New
Patriot Financial Group Insurance Agency, LLC450$27.0K0.00%00.0%Unchanged
Macquarie Group Ltd425$26.0K0.00%−395−48.2%Reduced
Versant Capital Management, Inc421$25.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.400$24.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC353$21.0K0.01%+353New
TCI Wealth Advisors, Inc.334$20.0K0.00%+61+22.3%Added
PEAK6 Investments LLC314$19.0K0.00%−50,828−99.4%Reduced
Salem Investment Counselors Inc310$19.0K0.00%00.0%Unchanged
Smith Group Asset Management, LLC275$17.0K0.00%00.0%Unchanged
Ellevest, Inc.287$17.0K0.00%+150+109.5%Added
Parkside Financial Bank & Trust143$9.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota143$9.00K0.01%+143New
Fifth Third Bancorp116$7.00K0.00%+61+110.9%Added
Manchester Capital Management LLC105$6.00K0.00%+13+14.1%Added