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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
Prelude Capital Management, LLC52,044$3.60M0.30%−17,012−24.6%Reduced
Waypoint Capital Advisors, LLC53,486$3.70M1.16%00.0%Unchanged
Jump Financial, LLC56,623$3.92M0.14%+56,623New
Bank of America Corp56,632$3.92M0.00%−4,052−6.7%Reduced
Trexquant Investment LP60,306$4.17M0.11%+60,306New
Great West Life Assurance Co64,720$4.49M0.01%+4,002+6.6%Added
Seizert Capital Partners, LLC65,057$4.50M0.24%−3,701−5.4%Reduced
Littlejohn & Co LLC65,166$4.51M3.19%−285,453−81.4%Reduced
Voloridge Investment Management, LLC66,237$4.58M0.02%+61,068+1,181.4%Added
Massachusetts Financial Services Co68,346$4.73M0.00%−985−1.4%Reduced
Price T Rowe Associates Inc69,248$4.79M0.00%+502+0.7%Added
BNP Paribas Arbitrage, SA70,053$4.85M0.01%+41,339+144.0%Added
Tudor Investment Corp Et Al70,081$4.85M0.08%+70,081New
AQR Capital Management LLC71,037$4.92M0.01%−21,413−23.2%Reduced
Credit Suisse AG71,061$4.92M0.00%+1,104+1.6%Added
D. E. Shaw & Co., Inc.72,172$4.99M0.01%+68,448+1,838.0%Added
Public Sector Pension Investment Board73,317$5.07M0.04%+114+0.2%Added
Swiss National Bank76,500$5.29M0.00%−5,900−7.2%Reduced
Schroder Investment Management Group84,389$5.84M0.01%−2,260−2.6%Reduced
First Trust Advisors LP88,300$6.11M0.01%+8,362+10.5%Added
Russell Investments Group, Ltd.105,023$7.28M0.01%+45,610+76.8%Added
Susquehanna International Group, LLP110,178$7.62M0.01%+91,458+488.6%Added
Algert Global LLC110,863$7.67M0.33%−22,278−16.7%Reduced
Brandywine Global Investment Management, LLC111,290$7.70M0.06%+76+0.1%Added
Renaissance Technologies LLC111,400$7.71M0.01%+96,500+647.7%Added
Legal & General Group Plc114,529$7.93M0.00%+12,298+12.0%Added
Alliancebernstein L.P.116,428$8.06M0.00%−11,620−9.1%Reduced
LSV Asset Management124,900$8.64M0.02%−4,200−3.3%Reduced
HRT Financial LP132,109$9.14M0.09%+95,404+259.9%Added
Rhumbline Advisers132,689$9.18M0.01%+2,885+2.2%Added
Driehaus Capital Management LLC146,051$10.1M0.13%+5,300+3.8%Added
Makena Capital Management LLC149,136$10.3M1.97%+26,690+21.8%Added
Lazard Asset Management LLC162,166$11.2M0.01%−15,705−8.8%Reduced
Deutsche Bank AG170,832$11.8M0.01%+123,326+259.6%Added
Arrowstreet Capital, Limited Partnership176,150$12.2M0.01%+71,833+68.9%Added
Ameriprise Financial Inc181,802$12.6M0.00%+22,160+13.9%Added
Two Sigma Investments, LP186,324$12.9M0.03%+169,429+1,002.8%Added
Peregrine Capital Management LLC197,593$13.7M0.37%−8,174−4.0%Reduced
Prudential Financial Inc199,910$13.8M0.02%−258,871−56.4%Reduced
Acadian Asset Management LLC201,115$13.9M0.06%+68,954+52.2%Added
Qube Research & Technologies Ltd224,648$15.5M0.06%+196,584+700.5%Added
Assenagon Asset Management S.A.232,630$16.1M0.06%+123,544+113.3%Added
Principal Financial Group Inc240,459$16.6M0.01%−17,895−6.9%Reduced
Nuveen Asset Management, LLC264,220$18.3M0.01%+41,817+18.8%Added
SEI Investments Co264,938$18.3M0.03%−19,115−6.7%Reduced
Cubist Systematic Strategies, LLC265,273$18.4M0.20%+198,169+295.3%Added
River Road Asset Management, LLC271,762$18.8M0.26%−102,061−27.3%Reduced
Citadel Advisors LLC285,412$19.8M0.02%+284,961+63,184.3%Added
Goldman Sachs Group Inc304,602$21.1M0.01%+16,927+5.9%Added
Scopia Capital Management LP304,671$21.1M2.23%−223,852−42.4%Reduced
Frontier Capital Management Co LLC335,863$23.2M0.22%+335,863New
Invesco Ltd.338,050$23.4M0.01%−60,164−15.1%Reduced
Jacobs Levy Equity Management, Inc343,979$23.8M0.14%+130,921+61.4%Added
Reinhart Partners, Inc.411,237$28.5M1.44%−87,401−17.5%Reduced
Bank of New York Mellon Corp420,512$29.1M0.01%−2,686−0.6%Reduced
Millennium Management LLC532,942$36.9M0.04%+504,679+1,785.7%Added
Charles Schwab Investment Management Inc536,613$37.1M0.01%−2,779−0.5%Reduced
Jane Street Group, LLC549,928$38.1M0.05%+525,050+2,110.5%Added
Northern Trust Corp551,929$38.2M0.01%−8,475−1.5%Reduced
Pacer Advisors, Inc.561,026$38.8M0.16%−54,864−8.9%Reduced
JPMorgan Chase & Co622,785$43.1M0.00%+9,738+1.6%Added
FMR LLC644,563$44.6M0.00%−269,344−29.5%Reduced
Pzena Investment Management LLC701,121$48.5M0.21%−244,300−25.8%Reduced
Morgan Stanley804,721$55.7M0.01%+310,332+62.8%Added
Geode Capital Management, LLC806,014$55.8M0.01%+28,490+3.7%Added
Federated Hermes, Inc.905,698$62.7M0.16%+105,938+13.2%Added
State Street Corp1,579,853$109.3M0.01%−16,773−1.1%Reduced
American Century Companies Inc1,672,896$115.8M0.09%−230,867−12.1%Reduced
Dimensional Fund Advisors LP2,509,688$173.7M0.06%−42,515−1.7%Reduced
Coliseum Capital Management, LLC3,417,651$236.5M21.32%−2,918,922−46.1%Reduced
Vanguard Group Inc5,406,109$374.1M0.01%−206,142−3.7%Reduced
BlackRock Inc.6,765,884$468.2M0.01%−103,497−1.5%Reduced
Wellington Management Group LLP0$00.00%−96,699−100.0%Sold out
Panagora Asset Management Inc0$00.00%−39,534−100.0%Sold out
AXA S.A.0$00.00%−29,600−100.0%Sold out
Summit Global Investments0$00.00%−15,941−100.0%Sold out
Guggenheim Capital LLC0$00.00%−10,248−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−8,100−100.0%Sold out
Versor Investments LP0$00.00%−6,844−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−6,102−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−5,940−100.0%Sold out
M&T Bank Corp0$00.00%−5,658−100.0%Sold out
Lumbard & Kellner, LLC0$00.00%−5,655−100.0%Sold out
Amundi0$00.00%−5,850−100.0%Sold out
Numerai GP LLC0$00.00%−4,987−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−4,806−100.0%Sold out
Ellevest, Inc.0$00.00%−631−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−533−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−225−100.0%Sold out
Manchester Capital Management LLC0$00.00%−73−100.0%Sold out
Sageworth Trust Co0$00.00%−43−100.0%Sold out
Sageworth Trust Co of South Dakota0$00.00%−37−100.0%Sold out
Schubert & Co0$00.00%−28−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−24−100.0%Sold out
Steward Financial Group LLC0$00.00%−34−100.0%Sold out
Grove Bank & Trust0$00.00%−10−100.0%Sold out
Zebra Capital Management LLC––––Not filed