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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 2022

Institutional positions in GMS Inc. as of Sep 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
230
+23 vs. Q2 2022
Shares held
40.9M
−1.11M (−2.6%) vs. Q2 2022
Total value
$1.64B
−$233.4M (−12.5%) vs. Q2 2022
New holders
41
78 more added
Sold out
18
86 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 230 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 2022: $1.64B
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 2022

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q2 2022.

Institutions holding GMS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC22,673$907.0K0.00%+14,860+190.2%Added
Putnam Investments LLC22,473$899.0K0.00%−409−1.8%Reduced
New York State Teachers Retirement System21,764$871.0K0.00%−600−2.7%Reduced
Amalgamated Bank20,810$833.0K0.01%+61+0.3%Added
Los Angeles Capital Management LLC20,800$832.0K0.00%−1,200−5.5%Reduced
Squarepoint Ops LLC20,777$831.0K0.01%+1,390+7.2%Added
Citigroup Inc20,716$829.0K0.00%+1,076+5.5%Added
Louisiana State Employees Retirement System20,400$816.0K0.02%−400−1.9%Reduced
Susquehanna International Group, LLP19,837$794.0K0.00%+12,208+160.0%Added
Deutsche Bank AG19,713$788.0K0.00%−58,885−74.9%Reduced
Summit Global Investments19,395$776.0K0.07%−2,023−9.4%Reduced
STRS Ohio18,800$752.0K0.00%+5,200+38.2%Added
Virginia Retirement Systems Et Al18,700$748.2K0.01%+18,700New
Hillsdale Investment Management Inc.18,700$748.0K0.07%−1,000−5.1%Reduced
Mirae Asset Global Investments Co., Ltd.18,301$732.0K0.00%+5,610+44.2%Added
Jackson Creek Investment Advisors LLC17,837$714.0K0.33%−748−4.0%Reduced
BNP Paribas Arbitrage, SA17,354$694.3K0.00%+3,100+21.7%Added
Manufacturers Life Insurance Company, The17,212$688.7K0.00%−260−1.5%Reduced
Adams Wealth Management17,025$681.0K0.25%+2,430+16.6%Added
SummerHaven Investment Management, LLC16,663$667.0K0.46%−2,483−13.0%Reduced
Ensign Peak Advisors, Inc16,610$665.0K0.00%00.0%Unchanged
Jennison Associates LLC16,347$654.0K0.00%−211−1.3%Reduced
Virtus Investment Advisers, Inc.15,034$602.0K0.28%+15,034New
CSS LLC15,038$602.0K0.03%+15,038New
Oregon Public Employees Retirement Fund14,152$566.0K0.01%00.0%Unchanged
UBS Group AG13,575$543.0K0.00%+12,914+1,953.7%Added
Gsa Capital Partners LLP13,418$537.0K0.07%+13,418New
Y-Intercept (Hong Kong) Ltd13,285$531.5K0.05%+13,285New
D. E. Shaw & Co., Inc.13,222$529.0K0.00%+13,222New
Public Employees Retirement Association of Colorado13,071$523.0K0.00%+13,071New
Envestnet Asset Management Inc12,882$515.0K0.00%−14,482−52.9%Reduced
Teachers Retirement System of the State of Kentucky12,870$515.0K0.01%+12,870New
Man Group plc12,803$512.0K0.00%+12,803New
Royce & Associates LP12,775$511.0K0.01%+12,775New
AE Wealth Management LLC12,518$501.0K0.00%+12,518New
Winton Group Ltd12,420$497.0K0.03%+12,420New
Cetera Advisor Networks LLC12,290$492.0K0.01%00.0%Unchanged
Alpha DNA Investment Management LLC12,263$490.0K0.42%+12,263New
Hancock Whitney Corp11,656$466.0K0.02%−605−4.9%Reduced
Engineers Gate Manager LP10,867$435.0K0.03%−293−2.6%Reduced
Marotta Asset Management10,694$427.9K0.11%00.0%Unchanged
Arizona State Retirement System10,527$421.0K0.00%+26+0.2%Added
Aquatic Capital Management LLC10,400$416.0K0.04%+10,400New
Boulder Hill Capital Management LP10,200$408.0K0.31%+10,200New
Wells Fargo & Company9,958$398.0K0.00%−2,229−18.3%Reduced
Zacks Investment Management9,715$389.0K0.01%00.0%Unchanged
Guggenheim Capital LLC9,673$387.0K0.00%+9,673New
Handelsbanken Fonder AB9,437$378.0K0.00%00.0%Unchanged
Vestcor Inc8,888$356.0K0.01%+8,888New
First Hawaiian Bank8,858$354.0K0.01%00.0%Unchanged
Mercer Global Advisors Inc8,510$340.0K0.00%−229−2.6%Reduced
Mutual of America Capital Management LLC8,485$339.0K0.00%+1,256+17.4%Added
SG Americas Securities, LLC8,371$335.0K0.01%+1,989+31.2%Added
Schonfeld Strategic Advisors LLC8,300$332.0K0.00%+8,300New
Gotham Asset Management, LLC8,243$330.0K0.01%+3,719+82.2%Added
State Board of Administration of Florida Retirement System7,737$310.0K0.00%00.0%Unchanged
Alpha Paradigm Partners, LLC7,637$306.0K0.13%+7,637New
Boothbay Fund Management, LLC7,478$299.0K0.01%+664+9.7%Added
Nisa Investment Advisors, LLC6,910$295.0K0.00%+30+0.4%Added
Alps Advisors Inc7,362$295.0K0.00%+7,362New
State of Wisconsin Investment Board7,224$289.0K0.00%−2,529−25.9%Reduced
Essex Investment Management Co LLC7,117$285.0K0.05%−310−4.2%Reduced
Everence Capital Management Inc7,050$282.0K0.03%00.0%Unchanged
Occudo Quantitative Strategies LP6,943$278.0K0.02%+6,943New
HSBC Holdings PLC6,569$265.0K0.00%−10,623−61.8%Reduced
MQS Management LLC6,481$259.0K0.17%+6,481New
Quadrature Capital Ltd6,220$249.0K0.01%+6,220New
Robeco Institutional Asset Management B.V.5,940$238.0K0.00%00.0%Unchanged
ProShare Advisors LLC5,929$236.0K0.00%−166−2.7%Reduced
Bank of Montreal5,411$233.0K0.00%−1,643−23.3%Reduced
Two Sigma Advisers, LP5,800$232.0K0.00%+5,800New
M&T Bank Corp5,720$228.0K0.00%+5,720New
Lazard Asset Management LLC4,873$194.0K0.00%−113−2.3%Reduced
The PNC Financial Services Group, Inc.4,535$182.0K0.00%−97−2.1%Reduced
Shell Asset Management Co3,819$153.0K0.01%−1,002−20.8%Reduced
KBC Group NV3,705$148.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,426$137.0K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd3,387$136.0K0.11%+7+0.2%Added
Allspring Global Investments Holdings, LLC3,068$122.0K0.00%−1,518−33.1%Reduced
Public Employees Retirement System of Ohio2,883$115.0K0.00%+57+2.0%Added
Counterpoint Mutual Funds LLC2,725$109.0K0.27%+2,725New
Metropolitan Life Insurance Co2,561$102.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,505$100.0K0.00%+569+29.4%Added
Steward Partners Investment Advisory, LLC2,300$92.0K0.00%00.0%Unchanged
State of Wyoming2,070$83.0K0.04%+188+10.0%Added
Advisor Group Holdings, Inc.1,395$56.0K0.00%−11,509−89.2%Reduced
Royal Bank of Canada1,153$46.0K0.00%+283+32.5%Added
TD Waterhouse Canada Inc.610$25.4K0.00%00.0%Unchanged
US Bancorp585$24.0K0.00%+39+7.1%Added
Ronald Blue Trust, Inc.524$23.0K0.00%+392+297.0%Added
PEAK6 Investments LLC458$18.0K0.00%−8,299−94.8%Reduced
Wipfli Financial Advisors LLC,441$18.0K0.00%+441New
Nomura Asset Management Co Ltd430$17.2K0.00%00.0%Unchanged
Macquarie Group Ltd0$17.0K0.00%−425−100.0%Reduced
Quantbot Technologies LP431$17.0K0.00%+431New
Sutton Wealth Advisors Inc.402$16.1K0.01%−10−2.4%Reduced
Versant Capital Management, Inc315$13.0K0.01%−25−7.4%Reduced
Salem Investment Counselors Inc310$12.0K0.00%00.0%Unchanged
Castle Wealth Management LLC300$12.0K0.01%00.0%Unchanged
Allworth Financial LP292$12.0K0.00%+292New