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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 2024

Institutional positions in GMS Inc. as of Mar 31, 2024. 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
318
+40 vs. Q4 2023
Shares held
39.1M
+169.4K (+0.4%) vs. Q4 2023
Total value
$3.80B
+$595.1M (+18.6%) vs. Q4 2023
New holders
58
106 more added
Sold out
18
114 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 318 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 2024: $3.80B
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 2024

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q4 2023.

Institutions holding GMS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC1$970.00%00.0%Unchanged
WR Wealth Planners, LLC3$2920.00%+3New
Sofos Investments, Inc.4$3930.00%+4New
DiNuzzo Private Wealth, Inc.5$4870.00%00.0%Unchanged
Rothschild Investment LLC5$4870.00%+5New
Abound Wealth Management6$5850.00%00.0%Unchanged
Global Retirement Partners, LLC7$6810.00%00.0%Unchanged
Horizon Investments, LLC10$9730.00%+10New
Parkside Financial Bank & Trust12$1.17K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$1.27K0.00%00.0%Unchanged
RFP Financial Group LLC17$1.66K0.00%00.0%Unchanged
Assetmark, Inc18$1.75K0.00%+1+5.9%Added
Private Wealth Management Group, LLC18$1.75K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc28$2.73K0.00%00.0%Unchanged
Parallel Advisors, LLC32$3.12K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC33$3.21K0.00%00.0%Unchanged
Bessemer Group Inc37$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc55$5.35K0.00%00.0%Unchanged
Farther Finance Advisors, LLC56$5.48K0.00%00.0%Unchanged
Denali Advisors LLC57$5.55K0.00%+12+26.7%Added
Massmutual Trust Co FSB69$6.72K0.00%+27+64.3%Added
Smartleaf Asset Management LLC74$7.17K0.00%+74New
Macroview Investment Management LLC78$7.59K0.01%+78New
First Horizon Advisors, Inc.79$7.69K0.00%+8+11.3%Added
Frazier Financial Advisors, LLC85$8.27K0.01%+57+203.6%Added
Principal Securities, Inc.90$8.76K0.00%00.0%Unchanged
nVerses Capital, LLC100$9.73K0.02%+100New
EverSource Wealth Advisors, LLC111$10.3K0.00%+17+18.1%Added
Truvestments Capital LLC118$11.5K0.00%+118New
Harvest Fund Management Co., Ltd123$12.0K0.00%00.0%Unchanged
LGT Financial Advisors LLC129$12.6K0.01%00.0%Unchanged
Lindbrook Capital, LLC130$12.7K0.00%00.0%Unchanged
Fifth Third Bancorp132$12.8K0.00%+10+8.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.144$14.0K0.00%+144New
Contravisory Investment Management, Inc.189$18.4K0.00%00.0%Unchanged
Arlington Trust Co LLC195$19.0K0.00%+170+680.0%Added
Ronald Blue Trust, Inc.198$19.3K0.00%−174−46.8%Reduced
CWM, LLC219$21.0K0.00%+4+1.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC224$21.8K0.00%+224New
Umb Bank N A243$23.7K0.00%+18+8.0%Added
Versant Capital Management, Inc291$28.3K0.01%−4−1.4%Reduced
Quarry LP294$28.6K0.01%+9+3.2%Added
CIBC Private Wealth Group, LLC294$28.8K0.00%+294New
Salem Investment Counselors Inc310$30.2K0.00%00.0%Unchanged
Quadrant Capital Group LLC328$31.9K0.00%+104+46.4%Added
Allworth Financial LP353$34.4K0.00%00.0%Unchanged
NBC Securities, Inc.365$35.0K0.00%00.0%Unchanged
Huntington National Bank382$37.2K0.00%−6−1.5%Reduced
Catalyst Funds Management Pty Ltd400$38.9K0.01%+400New
Nomura Asset Management Co Ltd430$41.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)509$49.5K0.00%−11,583−95.8%Reduced
Hexagon Capital Partners LLC527$51.3K0.01%+97+22.6%Added
Point72 Hong Kong Ltd566$55.1K0.00%+566New
TD Waterhouse Canada Inc.671$65.3K0.00%+61+10.0%Added
Trivant Custom Portfolio Group, LLC700$68.1K0.04%00.0%Unchanged
EntryPoint Capital, LLC786$76.5K0.07%+786New
GAMMA Investing LLC793$77.2K0.02%+411+107.6%Added
Advisor Group Holdings, Inc.900$87.6K0.00%−2,093−69.9%Reduced
KBC Group NV976$95.0K0.00%00.0%Unchanged
Ci Investments Inc.1,270$124.0K0.00%−1,053−45.3%Reduced
Walleye Capital LLC1,288$125.4K0.00%−14,097−91.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,313$127.8K0.00%+1,313New
Steward Partners Investment Advisory, LLC1,634$159.1K0.00%+584+55.6%Added
Shell Asset Management Co2,150$173.0K0.01%−176−7.6%Reduced
Metropolitan Life Insurance Co2,105$204.9K0.01%−200−8.7%Reduced
GW Henssler & Associates Ltd2,135$207.8K0.01%+2,135New
TrinityPoint Wealth, LLC2,200$214.1K0.04%+2,200New
Profund Advisors LLC2,296$223.5K0.01%−143−5.9%Reduced
Eqis Capital Management, Inc.2,392$232.8K0.02%+2,392New
Globeflex Capital L P2,455$239.0K0.02%−23−0.9%Reduced
Ethic Inc.2,461$239.6K0.01%+2,461New
Dynamic Technology Lab Private Ltd2,555$249.0K0.03%−1,021−28.6%Reduced
D. E. Shaw & Co., Inc.2,644$257.4K0.00%−2,681−50.3%Reduced
Vivaldi Capital Management, LLC2,810$265.1K0.08%−25−0.9%Reduced
Counterpoint Mutual Funds LLC2,796$272.2K0.07%−25−0.9%Reduced
Zuckerman Investment Group, LLC2,800$272.6K0.03%00.0%Unchanged
Sciencast Management LP2,818$274.3K0.17%+2,818New
The PNC Financial Services Group, Inc.2,822$274.7K0.00%−335−10.6%Reduced
One Wealth Advisors, LLC2,832$275.7K0.05%−87−3.0%Reduced
Covestor Ltd2,915$284.0K0.18%+1,481+103.3%Added
MAI Capital Management2,968$288.9K0.00%+8+0.3%Added
Crossmark Global Holdings, Inc.3,004$292.0K0.01%−57−1.9%Reduced
Meeder Asset Management Inc3,032$295.1K0.02%+3,032New
Intrust Bank NA3,066$298.4K0.03%+118+4.0%Added
Yorktown Management & Research Co Inc3,100$301.8K0.29%+3,100New
HighTower Advisors, LLC3,246$317.0K0.00%+341+11.7%Added
JustInvest LLC3,355$326.6K0.01%+586+21.2%Added
CSS LLC3,538$344.4K0.03%00.0%Unchanged
Quantinno Capital Management LP3,578$348.0K0.01%+66+1.9%Added
Bridgefront Capital, LLC3,609$351.3K0.27%+3,609New
CWM Advisors, LLC3,664$356.7K0.04%−967−20.9%Reduced
Navellier & Associates Inc3,682$358.4K0.04%+204+5.9%Added
AlphaMark Advisors, LLC3,693$359.0K0.13%+3,693New
New York Life Investment Management LLC3,693$359.5K0.00%+3,693New
Alps Advisors Inc3,839$373.7K0.00%−1,046−21.4%Reduced
Raymond James Financial Services Advisors, Inc.3,840$373.8K0.00%+179+4.9%Added
Ameritas Investment Partners, Inc.3,999$389.3K0.01%−251−5.9%Reduced
SG Americas Securities, LLC4,034$393.0K0.00%+1,557+62.9%Added
Cambridge Investment Research Advisors, Inc.4,105$400.0K0.00%−659−13.8%Reduced
Keebeck Alpha, LP4,173$406.2K0.27%+4,173New