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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 2023

Institutional positions in GMS Inc. as of Jun 30, 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
272
+35 vs. Q1 2023
Shares held
39.9M
−1.21M (−2.9%) vs. Q1 2023
Total value
$2.76B
+$407.0M (+17.3%) vs. Q1 2023
New holders
59
87 more added
Sold out
24
90 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 272 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 2023: $2.76B
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 2023

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q1 2023.

Institutions holding GMS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC1$690.00%00.0%Unchanged
Horizon Investments, LLC3$2080.00%+3New
Global Retirement Partners, LLC7$4840.00%−7−50.0%Reduced
Disciplined Investments, LLC9$6230.00%+1+12.5%Added
AdvisorNet Financial, Inc11$7610.00%+2+22.2%Added
SJS Investment Consulting Inc.12$8310.00%+1+9.1%Added
RFP Financial Group LLC17$1.18K0.00%00.0%Unchanged
Assetmark, Inc18$1.25K0.00%+1+5.9%Added
Signaturefd, LLC18$1.25K0.00%+18New
JFS Wealth Advisors, LLC27$1.87K0.00%00.0%Unchanged
Bessemer Group Inc34$2.00K0.00%+34New
Farmers & Merchants Investments Inc31$2.15K0.00%00.0%Unchanged
Bell Investment Advisors, Inc34$2.35K0.00%00.0%Unchanged
Denali Advisors LLC37$2.56K0.00%+37New
Massmutual Trust Co FSB42$2.91K0.00%+42New
Farther Finance Advisors, LLC57$3.94K0.00%00.0%Unchanged
Parallel Advisors, LLC65$4.50K0.00%+24+58.5%Added
Hexagon Capital Partners LLC72$4.98K0.00%+25+53.2%Added
First Horizon Advisors, Inc.84$5.81K0.00%+21+33.3%Added
Fifth Third Bancorp94$6.50K0.00%+24+34.3%Added
Quadrant Capital Group LLC111$7.68K0.00%+50+82.0%Added
Ronald Blue Trust, Inc.149$8.00K0.00%−1,075−87.8%Reduced
Lindbrook Capital, LLC130$9.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd123$9.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC141$9.76K0.00%+81+135.0%Added
Parkside Financial Bank & Trust145$10.0K0.00%00.0%Unchanged
Umb Bank N A231$16.0K0.00%00.0%Unchanged
CWM, LLC229$16.0K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.250$17.3K0.00%00.0%Unchanged
Allworth Financial LP292$20.2K0.00%00.0%Unchanged
Salem Investment Counselors Inc310$21.5K0.00%00.0%Unchanged
Versant Capital Management, Inc336$23.3K0.01%+3+0.9%Added
Tower Research Capital LLC (TRC)351$24.3K0.00%−662−65.4%Reduced
Huntington National Bank397$27.5K0.00%+397New
Quarry LP417$28.9K0.02%+417New
Nomura Asset Management Co Ltd430$29.8K0.00%00.0%Unchanged
Financial Management Professionals, Inc.427$30.0K0.01%+427New
Point72 Asset Management, L.P.497$34.4K0.00%−13,668−96.5%Reduced
US Bancorp515$35.6K0.00%+61+13.4%Added
TD Waterhouse Canada Inc.610$42.5K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC700$48.4K0.03%00.0%Unchanged
Counterpoint Mutual Funds LLC1,339$92.7K0.09%+1,339New
Walleye Capital LLC1,766$122.2K0.00%+976+123.5%Added
Covestor Ltd1,879$130.0K0.10%−51−2.6%Reduced
Steward Partners Investment Advisory, LLC1,950$134.9K0.00%00.0%Unchanged
Penserra Capital Management LLC2,120$146.0K0.00%+2,120New
Metropolitan Life Insurance Co2,251$155.8K0.01%00.0%Unchanged
Globeflex Capital L P2,478$171.5K0.02%00.0%Unchanged
Ergoteles LLC2,926$202.5K0.01%−27,792−90.5%Reduced
One Wealth Advisors, LLC2,929$202.7K0.04%+2,929New
Captrust Financial Advisors2,967$205.3K0.00%+2,967New
Advisor Group Holdings, Inc.3,082$213.3K0.00%+236+8.3%Added
C M Bidwell & Associates Ltd3,087$213.6K0.16%00.0%Unchanged
Shell Asset Management Co3,089$214.0K0.01%−74−2.3%Reduced
KBC Group NV3,177$220.0K0.00%−251−7.3%Reduced
Allspring Global Investments Holdings, LLC3,286$227.4K0.00%−38−1.1%Reduced
Ameritas Investment Partners, Inc.3,435$237.7K0.01%+9+0.3%Added
Crossmark Global Holdings, Inc.3,276$239.0K0.01%−301−8.4%Reduced
JustInvest LLC3,484$241.1K0.01%−37−1.1%Reduced
Inceptionr LLC3,491$241.6K0.13%+3,491New
Quantinno Capital Management LP3,512$243.0K0.01%00.0%Unchanged
Navellier & Associates Inc3,515$243.2K0.05%+3,515New
Diversified Trust Co3,787$262.1K0.01%−45−1.2%Reduced
Aigen Investment Management, LP3,974$275.0K0.04%+3,974New
Watershed Asset Management, L.L.C.4,000$276.8K0.34%+4,000New
State of Wyoming4,086$282.8K0.08%−592−12.7%Reduced
Pictet Asset Management SA4,143$286.7K0.00%−762−15.5%Reduced
Pearl River Capital, LLC4,217$291.8K0.05%+4,217New
Bridgefront Capital, LLC4,240$293.4K0.16%+4,240New
FORA Capital, LLC4,324$299.2K0.04%−2,517−36.8%Reduced
CIBC Asset Management Inc4,338$300.2K0.00%−154−3.4%Reduced
Cambridge Investment Research Advisors, Inc.4,451$308.0K0.00%+588+15.2%Added
Creative Planning4,463$308.8K0.00%+881+24.6%Added
Vise Technologies, Inc.4,469$309.3K0.07%+1,008+29.1%Added
Point72 Middle East FZE4,526$313.2K0.02%+3,393+299.5%Added
Toroso Investments, LLC5,359$371.0K0.01%+5,359New
Bayesian Capital Management, LP5,422$375.2K0.04%+5,422New
Alps Advisors Inc5,653$391.2K0.00%+40+0.7%Added
Xponance, Inc.5,755$398.2K0.01%+5,755New
Cambria Investment Management, L.P.6,204$429.3K0.04%+6,204New
Nisa Investment Advisors, LLC6,300$436.0K0.00%−200−3.1%Reduced
Everence Capital Management Inc7,050$446.0K0.04%00.0%Unchanged
ProShare Advisors LLC6,488$449.0K0.00%+428+7.1%Added
Pitcairn Co6,552$453.4K0.04%−400−5.8%Reduced
Centiva Capital, LP6,603$456.9K0.02%+1,452+28.2%Added
First Hawaiian Bank6,612$457.6K0.01%−2,246−25.4%Reduced
Mackenzie Financial Corp6,745$470.7K0.00%+1,921+39.8%Added
Bank of Montreal6,785$476.7K0.00%+947+16.2%Added
Mercer Global Advisors Inc7,060$489.0K0.00%−1,712−19.5%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital7,072$489.4K0.01%+102+1.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,470$516.9K0.00%−17,161−69.7%Reduced
Truist Financial Corp7,494$518.6K0.00%−551−6.8%Reduced
Teza Capital Management LLC7,581$524.6K0.09%+7,581New
Janney Montgomery Scott LLC7,609$527.0K0.00%−565−6.9%Reduced
The PNC Financial Services Group, Inc.7,766$537.4K0.00%−901−10.4%Reduced
Man Group plc7,783$538.6K0.00%+7,783New
Winton Group Ltd8,003$553.8K0.05%+8,003New
Mutual of America Capital Management LLC8,068$558.3K0.01%−504−5.9%Reduced
Schonfeld Strategic Advisors LLC8,200$567.4K0.00%+8,200New
XTX Topco Ltd8,232$569.7K0.10%+1,823+28.4%Added