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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 2023

Institutional positions in GMS Inc. as of Dec 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
280
+3 vs. Q3 2023
Shares held
38.9M
−37.7K (−0.1%) vs. Q3 2023
Total value
$3.21B
+$715.2M (+28.7%) vs. Q3 2023
New holders
34
94 more added
Sold out
31
117 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 280 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 2023: $3.21B
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 2023

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q3 2023.

Institutions holding GMS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Measured Wealth Private Client Group, LLC3,998$329.6K0.12%+3,998New
Raymond James Financial Services Advisors, Inc.3,661$301.8K0.00%−4−0.1%Reduced
Dynamic Technology Lab Private Ltd3,576$295.0K0.03%+3,576New
Quantbot Technologies LP3,577$294.9K0.02%+3,577New
CSS LLC3,538$291.6K0.02%−6,500−64.8%Reduced
Affinity Investment Advisors, LLC3,516$289.8K0.20%+3,516New
Quantinno Capital Management LP3,512$289.0K0.01%−8−0.2%Reduced
Navellier & Associates Inc3,478$286.7K0.04%+30+0.9%Added
Captrust Financial Advisors3,347$275.9K0.00%+199+6.3%Added
Caption Management, LLC3,266$269.2K0.03%−5,834−64.1%Reduced
Convergence Investment Partners, LLC3,251$268.0K0.14%+3,251New
The PNC Financial Services Group, Inc.3,157$260.2K0.00%−3,817−54.7%Reduced
Crossmark Global Holdings, Inc.3,061$252.0K0.01%−198−6.1%Reduced
Advisor Group Holdings, Inc.2,993$246.7K0.00%−1,305−30.4%Reduced
MAI Capital Management2,960$244.0K0.00%+2,960New
Intrust Bank NA2,948$243.0K0.03%+2,948New
Vivaldi Capital Management, LLC2,835$242.3K0.07%+2,835New
One Wealth Advisors, LLC2,919$240.6K0.05%+2,919New
HighTower Advisors, LLC2,905$240.0K0.00%+2,905New
Verition Fund Management LLC2,856$235.4K0.00%+2,856New
Counterpoint Mutual Funds LLC2,821$232.5K0.09%+2,821New
Zuckerman Investment Group, LLC2,800$230.8K0.03%+2,800New
JustInvest LLC2,769$228.2K0.01%−767−21.7%Reduced
Globeflex Capital L P2,478$204.3K0.02%00.0%Unchanged
SG Americas Securities, LLC2,477$204.0K0.00%−40,736−94.3%Reduced
Profund Advisors LLC2,439$201.0K0.01%+2,439New
Shell Asset Management Co2,326$192.0K0.01%−715−23.5%Reduced
Ci Investments Inc.2,323$191.0K0.00%−103−4.2%Reduced
Metropolitan Life Insurance Co2,305$190.0K0.01%−89−3.7%Reduced
Point72 Asia (Singapore) Pte. Ltd.1,891$155.9K0.04%+1,891New
Covestor Ltd1,434$118.0K0.08%+81+6.0%Added
Steward Partners Investment Advisory, LLC1,050$86.6K0.00%−400−27.6%Reduced
KBC Group NV976$80.0K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC700$57.7K0.04%00.0%Unchanged
TD Waterhouse Canada Inc.610$47.7K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd430$35.4K0.00%00.0%Unchanged
Hexagon Capital Partners LLC430$35.4K0.01%+301+233.3%Added
GAMMA Investing LLC382$32.1K0.01%+382New
Huntington National Bank388$32.0K0.00%+3+0.8%Added
NBC Securities, Inc.365$30.0K0.00%00.0%Unchanged
Walleye Trading LLC354$29.2K0.00%−4,830−93.2%Reduced
Allworth Financial LP353$29.1K0.00%+44+14.2%Added
Salem Investment Counselors Inc310$25.6K0.00%00.0%Unchanged
Versant Capital Management, Inc295$24.3K0.01%−41−12.2%Reduced
Quarry LP285$23.5K0.01%−385−57.5%Reduced
Robeco Institutional Asset Management B.V.281$23.2K0.00%+281New
Ronald Blue Trust, Inc.372$23.0K0.00%+211+131.1%Added
Umb Bank N A225$18.5K0.00%00.0%Unchanged
Quadrant Capital Group LLC224$18.5K0.00%+120+115.4%Added
CWM, LLC215$18.0K0.00%−61−22.1%Reduced
Contravisory Investment Management, Inc.189$15.6K0.00%−61−24.4%Reduced
Lindbrook Capital, LLC130$10.7K0.00%−39−23.1%Reduced
LGT Financial Advisors LLC129$10.6K0.01%00.0%Unchanged
Fifth Third Bancorp122$10.1K0.00%+25+25.8%Added
Harvest Fund Management Co., Ltd123$10.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC94$7.75K0.00%00.0%Unchanged
Principal Securities, Inc.90$7.42K0.00%+90New
First Horizon Advisors, Inc.71$5.85K0.00%00.0%Unchanged
Farther Finance Advisors, LLC56$4.62K0.00%−1−1.8%Reduced
Bell Investment Advisors, Inc55$4.53K0.00%00.0%Unchanged
Lee Financial Co52$4.29K0.00%+52New
Denali Advisors LLC45$3.71K0.00%−23−33.8%Reduced
Massmutual Trust Co FSB42$3.46K0.00%00.0%Unchanged
Bessemer Group Inc37$3.00K0.00%+3+8.8%Added
JFS Wealth Advisors, LLC33$2.72K0.00%+4+13.8%Added
Parallel Advisors, LLC32$2.64K0.00%−33−50.8%Reduced
Frazier Financial Advisors, LLC28$2.31K0.00%+28New
Farmers & Merchants Investments Inc28$2.31K0.00%00.0%Unchanged
Bokf, NA28$2.31K0.00%00.0%Unchanged
Arlington Trust Co LLC25$2.06K0.00%+25New
Private Wealth Management Group, LLC18$1.48K0.00%+18New
Assetmark, Inc17$1.40K0.00%−1−5.6%Reduced
RFP Financial Group LLC17$1.40K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$1.07K0.00%+2+18.2%Added
Parkside Financial Bank & Trust12$9900.00%−122−91.0%Reduced
AdvisorNet Financial, Inc12$9890.00%+1+9.1%Added
Global Retirement Partners, LLC7$5610.00%00.0%Unchanged
Abound Wealth Management6$4950.00%+6New
DiNuzzo Private Wealth, Inc.5$4130.00%+5New
Tfo-TDC, LLC1$820.00%00.0%Unchanged
Renaissance Technologies LLC0$00.00%−129,400−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−103,556−100.0%Sold out
Beacon Harbor Wealth Advisors, Inc.0$00.00%−64,527−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−50,889−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−44,200−100.0%Sold out
Squarepoint Ops LLC0$00.00%−29,918−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−27,000−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−24,352−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−23,504−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−20,676−100.0%Sold out
Engineers Gate Manager LP0$00.00%−18,194−100.0%Sold out
Twinbeech Capital LP0$00.00%−17,014−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−17,011−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−16,689−100.0%Sold out
Point72 Middle East FZE0$00.00%−13,074−100.0%Sold out
Nebula Research & Development LLC0$00.00%−10,952−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−9,343−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−6,900−100.0%Sold out
Vident Advisory, LLC0$00.00%−4,441−100.0%Sold out
Keebeck Alpha, LP0$00.00%−4,404−100.0%Sold out