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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, Q1 2023

Institutional positions in GMS Inc. as of Mar 31, 2023. 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
238
+11 vs. Q4 2022
Shares held
41.2M
+143.9K (+0.4%) vs. Q4 2022
Total value
$2.36B
+$314.5M (+15.4%) vs. Q4 2022
New holders
36
78 more added
Sold out
25
92 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 238 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 heldQ1 2023: $2.36B
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, Q1 2023

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q4 2022.

Institutions holding GMS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC1$580.00%−1,079−99.9%Reduced
Disciplined Investments, LLC8$4630.00%+3+60.0%Added
AdvisorNet Financial, Inc9$5210.00%+2+28.6%Added
Grove Bank & Trust10$5790.00%00.0%Unchanged
SJS Investment Consulting Inc.11$6370.00%00.0%Unchanged
Global Retirement Partners, LLC14$8040.00%−7−33.3%Reduced
Assetmark, Inc17$9840.00%−5−22.7%Reduced
RFP Financial Group LLC17$9840.00%00.0%Unchanged
Steward Financial Group LLC34$1.00K0.00%+28+466.7%Added
Parallax Volatility Advisers, L.P.24$1.39K0.00%+24New
JFS Wealth Advisors, LLC27$1.56K0.00%+6+28.6%Added
Schubert & Co28$1.62K0.00%+6+27.3%Added
Farmers & Merchants Investments Inc31$1.79K0.00%+2+6.9%Added
Bell Investment Advisors, Inc34$1.97K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota37$2.14K0.01%00.0%Unchanged
Parallel Advisors, LLC41$2.37K0.00%−4−8.9%Reduced
Sageworth Trust Co43$2.49K0.00%00.0%Unchanged
Hexagon Capital Partners LLC47$2.72K0.00%+47New
Farther Finance Advisors, LLC57$3.30K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC60$3.47K0.00%−125−67.6%Reduced
Quadrant Capital Group LLC61$3.53K0.00%−26−29.9%Reduced
First Horizon Advisors, Inc.63$3.65K0.00%+63New
Fifth Third Bancorp70$4.05K0.00%+21+42.9%Added
Manchester Capital Management LLC73$4.23K0.00%−16−18.0%Reduced
Harvest Fund Management Co., Ltd123$7.00K0.00%−44−26.3%Reduced
Lindbrook Capital, LLC130$7.53K0.00%00.0%Unchanged
Parkside Financial Bank & Trust145$8.39K0.00%00.0%Unchanged
CWM, LLC229$13.0K0.00%+3+1.3%Added
TCI Wealth Advisors, Inc.225$13.0K0.00%00.0%Unchanged
Umb Bank N A231$13.4K0.00%+231New
Contravisory Investment Management, Inc.250$14.5K0.00%+250New
Allworth Financial LP292$16.9K0.00%00.0%Unchanged
Salem Investment Counselors Inc310$17.9K0.00%00.0%Unchanged
Versant Capital Management, Inc333$19.2K0.01%+18+5.7%Added
Nomura Asset Management Co Ltd430$24.9K0.00%00.0%Unchanged
Citadel Advisors LLC451$26.1K0.00%−8,107−94.7%Reduced
US Bancorp454$26.3K0.00%−44−8.8%Reduced
Belpointe Asset Management LLC533$30.9K0.00%+28+5.5%Added
TD Waterhouse Canada Inc.610$35.1K0.00%00.0%Unchanged
Ellevest, Inc.631$36.5K0.00%+182+40.5%Added
Trivant Custom Portfolio Group, LLC700$40.5K0.03%+700New
Walleye Capital LLC790$45.7K0.00%−24,116−96.8%Reduced
Public Employees Retirement System of Ohio985$57.0K0.00%+33+3.5%Added
Tower Research Capital LLC (TRC)1,013$59.0K0.00%−5,051−83.3%Reduced
Ronald Blue Trust, Inc.1,224$61.0K0.00%+173+16.5%Added
Point72 Middle East FZE1,133$65.6K0.00%−944−45.5%Reduced
Covestor Ltd1,930$112.0K0.10%+1,905+7,620.0%Added
Steward Partners Investment Advisory, LLC1,950$112.9K0.00%00.0%Unchanged
Metropolitan Life Insurance Co2,251$130.3K0.01%−384−14.6%Reduced
Globeflex Capital L P2,478$143.5K0.02%+2,400+3,076.9%Added
Advisor Group Holdings, Inc.2,846$164.6K0.00%+1,484+109.0%Added
C M Bidwell & Associates Ltd3,087$178.7K0.14%−300−8.9%Reduced
Shell Asset Management Co3,163$183.0K0.01%−11−0.3%Reduced
Allspring Global Investments Holdings, LLC3,324$192.4K0.00%+294+9.7%Added
KBC Group NV3,428$198.0K0.00%−277−7.5%Reduced
Ameritas Investment Partners, Inc.3,426$198.3K0.01%00.0%Unchanged
Vise Technologies, Inc.3,461$200.4K0.05%+3,461New
Quantinno Capital Management LP3,512$203.0K0.01%+3,512New
JustInvest LLC3,521$203.8K0.01%+3,521New
Crossmark Global Holdings, Inc.3,577$207.0K0.00%+3,577New
Creative Planning3,582$207.4K0.00%+3,582New
D. E. Shaw & Co., Inc.3,724$215.6K0.00%−44,333−92.3%Reduced
Diversified Trust Co3,832$221.8K0.01%+3,832New
Cambridge Investment Research Advisors, Inc.3,863$224.0K0.00%+3,863New
Verition Fund Management LLC3,927$227.3K0.00%+3,927New
CIBC Asset Management Inc4,492$260.0K0.00%−389−8.0%Reduced
State of Wyoming4,678$270.8K0.09%+1,464+45.6%Added
State of Wisconsin Investment Board4,806$278.2K0.00%+49+1.0%Added
Mackenzie Financial Corp4,824$279.3K0.00%+233+5.1%Added
Pictet Asset Management SA4,905$283.9K0.00%00.0%Unchanged
Numerai GP LLC4,987$288.7K0.10%+4,987New
Centiva Capital, LP5,151$298.2K0.02%+5,151New
Voloridge Investment Management, LLC5,169$299.2K0.00%+5,169New
Amundi5,850$309.4K0.00%+5,850New
Alps Advisors Inc5,613$324.9K0.00%−1,707−23.3%Reduced
Lumbard & Kellner, LLC5,655$327.3K0.16%−80,747−93.5%Reduced
M&T Bank Corp5,658$327.3K0.00%−155−2.7%Reduced
Bank of Montreal5,838$338.7K0.00%+1,013+21.0%Added
Robeco Institutional Asset Management B.V.5,940$343.9K0.00%00.0%Unchanged
ProShare Advisors LLC6,060$350.8K0.00%−661−9.8%Reduced
Occudo Quantitative Strategies LP6,102$353.2K0.03%−9,550−61.0%Reduced
XTX Topco Ltd6,409$371.0K0.08%−6,317−49.6%Reduced
Nisa Investment Advisors, LLC6,500$376.0K0.00%−410−5.9%Reduced
Royal Bank of Canada6,680$388.0K0.00%−900−11.9%Reduced
FORA Capital, LLC6,841$396.0K0.04%+6,841New
Versor Investments LP6,844$396.2K0.05%−11,124−61.9%Reduced
Petrus Trust Company, LTA6,905$399.7K0.05%+1,230+21.7%Added
Pitcairn Co6,952$402.5K0.04%+6,952New
Maverick Capital LtdSuperinvestorMaverick Capital6,970$403.5K0.01%+6,970New
Everence Capital Management Inc7,050$408.0K0.03%00.0%Unchanged
Zebra Capital Management LLC7,683$445.0K2.22%+7,683New
Truist Financial Corp8,045$465.7K0.00%+135+1.7%Added
Boulder Hill Capital Management LP8,100$468.9K0.38%+8,100New
Janney Montgomery Scott LLC8,174$473.0K0.00%+773+10.4%Added
Y-Intercept (Hong Kong) Ltd8,181$473.6K0.05%−8,684−51.5%Reduced
Public Employees Retirement Association of Colorado8,319$482.0K0.00%−809−8.9%Reduced
State Board of Administration of Florida Retirement System8,347$483.2K0.00%00.0%Unchanged
Zacks Investment Management8,500$492.0K0.01%00.0%Unchanged
Mutual of America Capital Management LLC8,572$496.2K0.01%−316−3.6%Reduced
The PNC Financial Services Group, Inc.8,667$501.7K0.00%+3,274+60.7%Added