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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 2024

Institutional positions in GMS Inc. as of Jun 30, 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
289
−27 vs. Q1 2024
Shares held
40.4M
+1.42M (+3.6%) vs. Q1 2024
Total value
$3.26B
−$536.5M (−14.1%) vs. Q1 2024
New holders
35
108 more added
Sold out
62
109 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 289 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 2024: $3.26B
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 2024

Shares, value and share of portfolio for each institution holding GMS Inc.; share changes are against Q1 2024.

Institutions holding GMS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Jump Financial, LLC0$00.00%−21,786−100.0%Sold out
American International Group, Inc.0$00.00%−21,608−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−16,549−100.0%Sold out
Nebula Research & Development LLC0$00.00%−12,366−100.0%Sold out
Chartwell Investment Partners, LLC0$00.00%−11,575−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−18,563−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−10,492−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−10,088−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−10,000−100.0%Sold out
FORA Capital, LLC0$00.00%−9,975−100.0%Sold out
Inceptionr LLC0$00.00%−8,250−100.0%Sold out
Winton Group Ltd0$00.00%−7,072−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−6,779−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−6,761−100.0%Sold out
Duality Advisers, LP0$00.00%−6,742−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−5,891−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,341−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−5,309−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−5,259−100.0%Sold out
First Hawaiian Bank0$00.00%−5,130−100.0%Sold out
Bailard, Inc.0$00.00%−5,066−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−5,034−100.0%Sold out
Virtu Financial LLC0$00.00%−4,883−100.0%Sold out
Atom Investors LP0$00.00%−4,696−100.0%Sold out
New York Life Investment Management LLC0$00.00%−3,693−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−3,693−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−3,609−100.0%Sold out
CSS LLC0$00.00%−3,538−100.0%Sold out
Meeder Asset Management Inc0$00.00%−3,032−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−2,832−100.0%Sold out
Sciencast Management LP0$00.00%−2,818−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−2,796−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,555−100.0%Sold out
Ethic Inc.0$00.00%−2,461−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−2,392−100.0%Sold out
Profund Advisors LLC0$00.00%−2,296−100.0%Sold out
TrinityPoint Wealth, LLC0$00.00%−2,200−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−2,135−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−2,105−100.0%Sold out
Ci Investments Inc.0$00.00%−1,270−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−786−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−566−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−400−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−224−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−123−100.0%Sold out
Truvestments Capital LLC0$00.00%−118−100.0%Sold out
Macroview Investment Management LLC0$00.00%−78−100.0%Sold out
Denali Advisors LLC0$00.00%−57−100.0%Sold out
Horizon Investments, LLC0$00.00%−10−100.0%Sold out
Sofos Investments, Inc.0$00.00%−4−100.0%Sold out
Tfo-TDC, LLC0$00.00%−1−100.0%Sold out
Credit Suisse AG––––Not filed
Shell Asset Management Co––––Not filed