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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 2022

Institutional positions in GMS Inc. as of Jun 30, 2022. 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
209
+5 vs. Q1 2022
Shares held
42.0M
−110.8K (−0.3%) vs. Q1 2022
Total value
$1.87B
−$228.1M (−10.9%) vs. Q1 2022
New holders
29
65 more added
Sold out
24
83 more reduced

6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 209 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 2022: $1.87B
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 2022

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q1 2022.

Institutions holding GMS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc19,640$874.0K0.00%−18,225−48.1%Reduced
Hillsdale Investment Management Inc.19,700$877.0K0.07%00.0%Unchanged
Amalgamated Bank20,749$923.0K0.01%+1,441+7.5%Added
Summit Global Investments21,418$953.0K0.08%−483−2.2%Reduced
Atom Investors LP21,944$977.0K0.43%+21,944New
Louisiana State Employees Retirement System20,800$978.0K0.03%−100−0.5%Reduced
Los Angeles Capital Management LLC22,000$979.0K0.00%00.0%Unchanged
Jackson Creek Investment Advisors LLC18,585$986.0K0.40%−1,523−7.6%Reduced
New York State Teachers Retirement System22,364$995.0K0.00%00.0%Unchanged
Putnam Investments LLC22,882$1.02M0.00%−2,812−10.9%Reduced
MetLife Investment Management23,173$1.03M0.01%00.0%Unchanged
American International Group, Inc.23,421$1.04M0.01%−1,096−4.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,701$1.10M0.01%−2,070−7.7%Reduced
ClariVest Asset Management LLC24,803$1.10M0.05%00.0%Unchanged
ExodusPoint Capital Management, LP25,096$1.12M0.02%−188,173−88.2%Reduced
Envestnet Asset Management Inc27,364$1.22M0.00%−363−1.3%Reduced
AQR Capital Management LLC29,757$1.32M0.00%−7,364−19.8%Reduced
Valmark Advisers, Inc.30,000$1.33M0.03%00.0%Unchanged
Trexquant Investment LP30,721$1.37M0.06%+30,721New
Citadel Advisors LLC30,837$1.37M0.00%+30,837New
Texas Permanent School Fund31,111$1.38M0.02%+586+1.9%Added
Raymond James & Associates31,292$1.39M0.00%+1,328+4.4%Added
New York Life Investments Alternatives31,855$1.42M1.30%+6,255+24.4%Added
State of Alaska, Department of Revenue32,523$1.45M0.02%+2,485+8.3%Added
Qube Research & Technologies Ltd35,076$1.56M0.01%+35,076New
Yousif Capital Management, LLC35,267$1.57M0.02%−3,280−8.5%Reduced
Bank of America Corp35,876$1.60M0.00%−17,653−33.0%Reduced
UBS Asset Management Americas Inc36,721$1.63M0.00%−32−0.1%Reduced
B. Riley Asset Management, LLC37,352$1.66M0.84%+37,352New
Swiss Life Asset Management Ltd37,261$1.66M0.03%+37,261New
Medina Singh Partners, LLC37,490$1.67M1.42%+37,490New
Comerica Bank36,647$1.72M0.01%+345+1.0%Added
Employees Retirement System of Texas39,200$1.74M0.02%+4,000+11.4%Added
Healthcare of Ontario Pension Plan Trust Fund39,700$1.77M0.01%+39,700New
Voya Investment Management LLC40,266$1.79M0.00%−391−1.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys40,729$1.81M0.02%+740+1.9%Added
HRT Financial LP41,231$1.83M0.02%+34,236+489.4%Added
Thrivent Financial for Lutherans42,285$1.88M0.01%+7,234+20.6%Added
Barclays PLC42,330$1.88M0.00%−14,710−25.8%Reduced
Great West Life Assurance Co42,934$1.91M0.01%+4,759+12.5%Added
New York State Common Retirement Fund43,173$1.92M0.00%+93+0.2%Added
Livforsakringsbolaget Skandia, Omsesidigt43,314$1.93M0.17%00.0%Unchanged
GHP Investment Advisors, Inc.43,979$1.96M0.15%−3,739−7.8%Reduced
Jump Financial, LLC44,010$1.96M0.08%+44,010New
Allianz Asset Management GmbH45,455$2.02M0.00%−8,303−15.4%Reduced
Vident Investment Advisory, LLC47,050$2.09M0.06%+3,443+7.9%Added
State of New Jersey Common Pension Fund D48,068$2.14M0.01%00.0%Unchanged
Algert Global LLC48,770$2.17M0.16%−14,258−22.6%Reduced
California State Teachers Retirement System51,754$2.30M0.00%+555+1.1%Added
Credit Suisse AG52,853$2.35M0.00%−4,140−7.3%Reduced
Russell Investments Group, Ltd.54,073$2.41M0.00%+828+1.6%Added
Acadian Asset Management LLC55,735$2.48M0.01%−28,649−34.0%Reduced
Intrinsic Edge Capital Management LLC56,573$2.52M0.23%+6,573+13.1%Added
Assenagon Asset Management S.A.59,043$2.63M0.01%−222,214−79.0%Reduced
Dynamic Technology Lab Private Ltd60,541$2.69M0.30%+60,541New
Prelude Capital Management, LLC62,374$2.78M0.14%+551+0.9%Added
Advantage Alpha Capital Partners LP68,765$3.06M0.53%−37,967−35.6%Reduced
Schroder Investment Management Group74,372$3.38M0.01%+3,336+4.7%Added
Seizert Capital Partners, LLC78,022$3.47M0.18%−104−0.1%Reduced
Deutsche Bank AG78,598$3.50M0.00%−2,188−2.7%Reduced
Public Sector Pension Investment Board79,675$3.55M0.03%−689−0.9%Reduced
Price T Rowe Associates Inc79,857$3.55M0.00%+362+0.5%Added
AlphaCrest Capital Management LLC85,812$3.82M0.18%+80,412+1,489.1%Added
Victory Capital Management Inc86,761$3.86M0.00%−83,622−49.1%Reduced
Swiss National Bank91,300$4.06M0.00%−500−0.5%Reduced
Massachusetts Financial Services Co91,350$4.07M0.00%−477,364−83.9%Reduced
First Trust Advisors LP93,058$4.14M0.01%+33,141+55.3%Added
Lumbard & Kellner, LLC107,101$4.76M2.43%+360.0%Added
Brandywine Global Investment Management, LLC107,932$4.80M0.04%+41,921+63.5%Added
Legal & General Group Plc108,130$4.81M0.00%+4,740+4.6%Added
Rhumbline Advisers113,586$5.05M0.01%−5,399−4.5%Reduced
Prudential Financial Inc123,798$5.51M0.01%−31,085−20.1%Reduced
Alliancebernstein L.P.134,306$5.98M0.00%+557+0.4%Added
Cubist Systematic Strategies, LLC137,215$6.11M0.05%+129,244+1,621.4%Added
LSV Asset Management149,000$6.63M0.01%−8,000−5.1%Reduced
Ameriprise Financial Inc179,049$7.97M0.00%−1,348−0.7%Reduced
Bridgeway Capital Management, LLC182,200$8.11M0.19%−10,000−5.2%Reduced
Eaton Vance Management187,267$8.33M0.01%−842−0.4%Reduced
Nuveen Asset Management, LLC224,837$10.0M0.00%−24,875−10.0%Reduced
Jacobs Levy Equity Management, Inc227,932$10.1M0.08%+227,932New
Kennedy Capital Management, Inc.242,204$10.8M0.30%−53,281−18.0%Reduced
Goldman Sachs Group Inc274,598$12.2M0.00%−1,042−0.4%Reduced
Principal Financial Group Inc286,892$12.8M0.01%−23,901−7.7%Reduced
Morgan Stanley297,486$13.2M0.00%+83,149+38.8%Added
Invesco Ltd.298,296$13.3M0.00%+2,080+0.7%Added
SEI Investments Co318,537$14.2M0.03%+17,933+6.0%Added
Conversant Capital LLC341,807$15.2M3.47%00.0%Unchanged
Peregrine Capital Management LLC368,651$16.4M0.49%−5,290−1.4%Reduced
River Road Asset Management, LLC383,662$17.1M0.24%−6,650−1.7%Reduced
Bank of New York Mellon Corp400,183$17.8M0.00%−30,898−7.2%Reduced
Millennium Management LLC436,444$19.4M0.03%+347,783+392.3%Added
Reinhart Partners, Inc.487,469$21.7M1.19%+187,152+62.3%Added
Charles Schwab Investment Management Inc493,011$21.9M0.01%+19,929+4.2%Added
Northern Trust Corp552,307$24.6M0.01%+5,161+0.9%Added
Wellington Management Group LLP554,028$24.7M0.00%−19,251−3.4%Reduced
Scopia Capital Management LP561,335$25.0M2.84%−5,037−0.9%Reduced
JPMorgan Chase & Co614,238$27.3M0.00%−246,680−28.7%Reduced
Geode Capital Management, LLC732,935$32.6M0.00%−14,604−2.0%Reduced
Littlejohn & Co LLC811,717$36.1M13.40%+2,489+0.3%Added
Pzena Investment Management LLC1,078,363$48.0M0.21%+1,078,363New