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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 2022

Institutional positions in GMS Inc. as of Dec 31, 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
229
+1 vs. Q3 2022
Shares held
41.0M
+298.1K (+0.7%) vs. Q3 2022
Total value
$2.04B
+$413.7M (+25.4%) vs. Q3 2022
New holders
28
88 more added
Sold out
27
79 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 229 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 2022: $2.04B
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 2022

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q3 2022.

Institutions holding GMS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
HSBC Holdings PLC12,031$605.0K0.00%+5,462+83.1%Added
Schonfeld Strategic Advisors LLC12,300$612.5K0.01%+4,000+48.2%Added
Cetera Advisor Networks LLC12,344$614.7K0.00%+54+0.4%Added
UBS Group AG12,378$616.4K0.00%−1,197−8.8%Reduced
Ensign Peak Advisors, Inc12,510$623.0K0.00%−4,100−24.7%Reduced
XTX Topco Ltd12,726$633.8K0.13%+12,726New
Teachers Retirement System of the State of Kentucky12,870$641.0K0.01%00.0%Unchanged
Envestnet Asset Management Inc13,542$674.4K0.00%+660+5.1%Added
Oregon Public Employees Retirement Fund14,102$702.3K0.01%−50−0.4%Reduced
Virtus Investment Advisers, Inc.15,034$748.7K0.50%00.0%Unchanged
Occudo Quantitative Strategies LP15,652$779.5K0.09%+8,709+125.4%Added
Quadrature Capital Ltd16,248$808.7K0.02%+10,028+161.2%Added
Jennison Associates LLC16,373$815.4K0.00%+26+0.2%Added
Y-Intercept (Hong Kong) Ltd16,865$839.9K0.12%+3,580+26.9%Added
SummerHaven Investment Management, LLC16,890$841.1K0.50%+227+1.4%Added
Virginia Retirement Systems Et Al17,000$846.6K0.01%−1,700−9.1%Reduced
Manufacturers Life Insurance Company, The17,120$852.6K0.00%−92−0.5%Reduced
Jackson Creek Investment Advisors LLC17,208$857.0K0.38%−629−3.5%Reduced
Adams Wealth Management17,357$864.4K0.31%+332+2.0%Added
Maryland State Retirement & Pension System17,457$869.4K0.03%+17,457New
STRS Ohio17,900$891.0K0.00%−900−4.8%Reduced
Versor Investments LP17,968$894.8K0.08%+17,968New
Mirae Asset Global Investments Co., Ltd.18,563$924.4K0.00%+262+1.4%Added
Summit Global Investments19,219$957.0K0.08%−176−0.9%Reduced
Engineers Gate Manager LP19,288$960.5K0.06%+8,421+77.5%Added
Los Angeles Capital Management LLC19,600$976.1K0.00%−1,200−5.8%Reduced
Guggenheim Capital LLC19,908$991.4K0.01%+10,235+105.8%Added
Louisiana State Employees Retirement System20,100$1.00M0.03%−300−1.5%Reduced
Amalgamated Bank20,730$1.03M0.01%−80−0.4%Reduced
Gsa Capital Partners LLP22,669$1.13M0.14%+9,251+68.9%Added
MetLife Investment Management22,684$1.13M0.01%−489−2.1%Reduced
American International Group, Inc.23,149$1.15M0.01%−503−2.1%Reduced
Janus Henderson Group PLC23,192$1.15M0.00%+519+2.3%Added
CenterBook Partners LP23,360$1.16M0.19%−21,848−48.3%Reduced
New York State Teachers Retirement System23,564$1.17M0.00%+1,800+8.3%Added
ClariVest Asset Management LLC24,743$1.23M0.06%−39−0.2%Reduced
Walleye Capital LLC24,906$1.24M0.03%+24,906New
Teacher Retirement System of Texas25,711$1.28M0.01%+1,342+5.5%Added
Royce & Associates LP25,885$1.29M0.01%+13,110+102.6%Added
State of Tennessee, Treasury Department25,925$1.29M0.01%00.0%Unchanged
Citigroup Inc26,232$1.31M0.00%+5,516+26.6%Added
Comerica Bank25,062$1.33M0.01%−7,580−23.2%Reduced
Yousif Capital Management, LLC26,866$1.34M0.02%−7,470−21.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)27,643$1.38M0.01%+1,475+5.6%Added
Putnam Investments LLC27,830$1.39M0.00%+5,357+23.8%Added
Texas Permanent School Fund28,510$1.42M0.02%−2,163−7.1%Reduced
Boothbay Fund Management, LLC29,133$1.45M0.05%+21,655+289.6%Added
Renaissance Technologies LLC29,300$1.46M0.00%−89,700−75.4%Reduced
State of Alaska, Department of Revenue29,529$1.47M0.02%+30.0%Added
Valmark Advisers, Inc.30,000$1.49M0.03%00.0%Unchanged
Dynamic Technology Lab Private Ltd30,680$1.53M0.15%−29,310−48.9%Reduced
Trexquant Investment LP33,086$1.65M0.05%−18,966−36.4%Reduced
Millennium Management LLC33,432$1.67M0.00%−34,932−51.1%Reduced
Jump Financial, LLC33,661$1.68M0.09%+9,798+41.1%Added
Healthcare of Ontario Pension Plan Trust Fund33,700$1.68M0.01%−6,000−15.1%Reduced
UBS Asset Management Americas Inc35,490$1.77M0.00%+995+2.9%Added
Marshall Wace, LLP36,000$1.79M0.00%+36,000New
Barclays PLC36,908$1.84M0.00%+4,228+12.9%Added
Victory Capital Management Inc37,086$1.85M0.00%+1,113+3.1%Added
Livforsakringsbolaget Skandia, Omsesidigt37,914$1.89M0.22%00.0%Unchanged
Susquehanna Fundamental Investments, LLC38,954$1.94M0.03%−11,534−22.8%Reduced
Deutsche Bank AG39,906$1.99M0.00%+20,193+102.4%Added
GHP Investment Advisors, Inc.40,580$2.02M0.14%−2,262−5.3%Reduced
Voya Investment Management LLC40,927$2.04M0.00%+100.0%Added
Bank of America Corp41,196$2.05M0.00%+2,276+5.8%Added
New York State Common Retirement Fund42,440$2.11M0.00%+711+1.7%Added
Thrivent Financial for Lutherans43,499$2.17M0.01%−586−1.3%Reduced
State of New Jersey Common Pension Fund D45,277$2.25M0.01%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys45,385$2.26M0.02%+6,528+16.8%Added
D. E. Shaw & Co., Inc.48,057$2.39M0.00%+34,835+263.5%Added
California State Teachers Retirement System50,227$2.50M0.00%−188−0.4%Reduced
Russell Investments Group, Ltd.51,741$2.58M0.01%−26,087−33.5%Reduced
Advantage Alpha Capital Partners LP52,613$2.62M0.56%−14,551−21.7%Reduced
Raymond James & Associates53,479$2.66M0.00%−12,322−18.7%Reduced
Waypoint Capital Advisors, LLC53,486$2.66M0.92%+53,486New
Prelude Capital Management, LLC60,492$3.01M0.19%−3,639−5.7%Reduced
Seizert Capital Partners, LLC61,705$3.07M0.16%−42,246−40.6%Reduced
Algert Global LLC62,026$3.09M0.17%+19,232+44.9%Added
Qube Research & Technologies Ltd64,992$3.24M0.02%+33,213+104.5%Added
Great West Life Assurance Co66,581$3.32M0.01%+12,352+22.8%Added
Credit Suisse AG67,207$3.35M0.00%+14,024+26.4%Added
Price T Rowe Associates Inc73,275$3.65M0.00%+475+0.7%Added
Massachusetts Financial Services Co73,841$3.68M0.00%−10,161−12.1%Reduced
First Trust Advisors LP75,644$3.77M0.00%−10,633−12.3%Reduced
Assenagon Asset Management S.A.76,033$3.79M0.02%−3,885−4.9%Reduced
Public Sector Pension Investment Board77,150$3.84M0.03%−1,023−1.3%Reduced
Lumbard & Kellner, LLC86,402$4.30M2.11%−291−0.3%Reduced
Acadian Asset Management LLC91,182$4.54M0.02%+32,905+56.5%Added
Schroder Investment Management Group91,896$4.58M0.01%+30,156+48.8%Added
Swiss National Bank91,900$4.58M0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC93,531$4.66M0.04%−24,845−21.0%Reduced
AQR Capital Management LLC98,159$4.89M0.01%+8,777+9.8%Added
Legal & General Group Plc102,766$5.12M0.00%+304+0.3%Added
Brandywine Global Investment Management, LLC111,388$5.55M0.04%+7,341+7.1%Added
Rhumbline Advisers123,952$6.17M0.01%+5,643+4.8%Added
LSV Asset Management132,500$6.60M0.01%00.0%Unchanged
Alliancebernstein L.P.134,307$6.69M0.00%+20.0%Added
Goldman Sachs Group Inc152,533$7.60M0.00%−108,113−41.5%Reduced
Lazard Asset Management LLC165,625$8.25M0.01%+160,752+3,298.8%Added
Ameriprise Financial Inc167,864$8.36M0.00%−13,362−7.4%Reduced