IRON MOUNTAIN INC (IRM) — Institutional Holders, Q2 2026 (page 12)
1,174 institutional investment managers reported a IRM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $32.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,101 to 1,174. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IRM 13F holders ranked 1,101–1,174 of 1,174
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1101 · 61 sh | 61 | $7.7K | — | -66.5% |
| 1102 | Park Square Financial Group#1102 · 57 sh | 57 | $7.2K | 0.07% | -17.4% |
| 1103 | Capital Analysts#1103 · 57 sh | 57 | $7.0K | <0.01% | New |
| 1104 | Farmers & Merchants of Chambersburg PA#1104 · 58 sh | 58 | $7.0K | — | 0.0% |
| 1105 | Asset Dedication#1105 · 55 sh | 55 | $6.9K | <0.01% | +120.0% |
| 1106 | MJT & Associates Financial Advisory Group#1106 · 55 sh | 55 | $6.9K | — | 0.0% |
| 1107 | Mowery & Schoenfeld Wealth Management#1107 · 49 sh | 49 | $6.2K | <0.01% | 0.0% |
| 1108 | Wilkerson Advisory Group#1108 · 49 sh | 49 | $6.2K | — | +14.0% |
| 1109 | Silver Grove Financial Group#1109 · 46 sh | 46 | $5.8K | <0.01% | New |
| 1110 | RAFFA WEALTH MANAGEMENT#1110 · 43 sh | 43 | $5.4K | <0.01% | +16.2% |
| 1111 | 1620 INVESTMENT ADVISORS#1111 · 42 sh | 42 | $5.3K | <0.01% | 0.0% |
| 1112 | Copia Wealth Management#1112 · 42 sh | 42 | $5.3K | <0.01% | 0.0% |
| 1113 | SouthState Bank#1113 · 41 sh | 41 | $5.2K | <0.01% | +13.9% |
| 1114 | OF VERMONT#1114 · 37 sh | 37 | $4.7K | — | — |
| 1115 | Ares Financial Consulting#1115 · 35 sh | 35 | $4.4K | — | 0.0% |
| 1116 | Silicon Valley Capital Partners#1116 · 34 sh | 34 | $4.3K | <0.01% | +385.7% |
| 1117 | Commonwealth Retirement Investments#1117 · 33 sh | 33 | $4.1K | — | New |
| 1118 | Cape Investment Advisory#1118 · 31 sh | 31 | $3.9K | — | New |
| 1119 | Marquette Asset Management#1119 · 30 sh | 30 | $3.8K | — | 0.0% |
| 1120 | HOLLENCREST SECURITIES#1120 · 29 sh | 29 | $3.7K | <0.01% | 0.0% |
| 1121 | Richard W. Paul & Associates#1121 · 28 sh | 28 | $3.5K | <0.01% | 0.0% |
| 1122 | Principia Wealth Advisory#1122 · 28 sh | 28 | $3.5K | <0.01% | +3.7% |
| 1123 | Holos Integrated Wealth#1123 · 30 sh | 30 | $3.5K | — | 0.0% |
| 1124 | Persistent Asset Partners Ltd#1124 · 26 sh | 26 | $3.3K | <0.01% | New |
| 1125 | Downshift Financial#1125 · 26 sh | 26 | $3.3K | — | New |
| 1126 | BROWN, LISLE/CUMMINGS#1126 · 25 sh | 25 | $3.2K | — | -46.8% |
| 1127 | Hughes Financial Services#1127 · 25 sh | 25 | $3.2K | <0.01% | +212.5% |
| 1128 | Rialto Wealth Management#1128 · 25 sh | 25 | $3.2K | <0.01% | +56.2% |
| 1129 | Planning Strategies#1129 · 24 sh | 24 | $3.0K | — | — |
| 1130 | OGOREK ANTHONY JOSEPH /NY#1130 · 25 sh | 25 | $3.0K | <0.01% | -7.4% |
| 1131 | Johnson Financial Group#1131 · 22 sh | 22 | $2.8K | <0.01% | -69.4% |
| 1132 | Fulcrum Asset Management LLP#1132 · 20 sh | 20 | $2.6K | <0.01% | New |
| 1133 | BOK Financial Private Wealth#1133 · 20 sh | 20 | $2.5K | <0.01% | New |
| 1134 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1134 · 20 sh | 20 | $2.5K | — | 0.0% |
| 1135 | CBIZ Investment Advisory Services#1135 · 23 sh | 23 | $2.4K | <0.01% | 0.0% |
| 1136 | American Capital Advisory#1136 · 17 sh | 17 | $2.1K | <0.01% | +30.8% |
| 1137 | Bay Harbor Wealth Management#1137 · 17 sh | 17 | $2.1K | <0.01% | New |
| 1138 | FWL INVESTMENT MANAGEMENT#1138 · 17 sh | 17 | $2.1K | <0.01% | New |
| 1139 | WEST PACES ADVISORS#1139 · 17 sh | 17 | $2.1K | — | New |
| 1140 | NBT BANK N A#1140 · 17 sh | 17 | $2.1K | — | 0.0% |
| 1141 | Clark Wealth Partners#1141 · 15 sh | 15 | $1.9K | — | 0.0% |
| 1142 | Buck Wealth Strategies#1142 · 14 sh | 14 | $1.8K | <0.01% | New |
| 1143 | Millstone Evans Group#1143 · 14 sh | 14 | $1.8K | <0.01% | 0.0% |
| 1144 | Burk#1144 · 14 sh | 14 | $1.8K | <0.01% | 0.0% |
| 1145 | Kilter Group#1145 · 13 sh | 13 | $1.6K | <0.01% | -13.3% |
| 1146 | TFC Financial Management#1146 · 12 sh | 12 | $1.5K | — | +71.4% |
| 1147 | Aspect Partners#1147 · 12 sh | 12 | $1.5K | — | -58.6% |
| 1148 | BOKF, NA#1148 · 12 sh | 12 | $1.5K | 0.00% | New |
| 1149 | FINANCIAL CONSULATE#1149 · 10 sh | 10 | $1.3K | — | 0.0% |
| 1150 | Davis Capital Management#1150 · 10 sh | 10 | $1.3K | — | +150.0% |
| 1151 | Washington Advisors#1151 · 9 sh | 9 | $1.1K | — | 0.0% |
| 1152 | Capital Advisors, Ltd.#1152 · 10 sh | 10 | $1.0K | <0.01% | 0.0% |
| 1153 | Quaker Wealth Management#1153 · 7 sh | 7 | $885.00 | — | 0.0% |
| 1154 | MOTCO#1154 · 7 sh | 7 | $884.00 | <0.01% | New |
| 1155 | AMERIFLEX GROUP#1155 · 7 sh | 7 | $884.00 | <0.01% | New |
| 1156 | Gs Investments#1156 · 6 sh | 6 | $758.00 | <0.01% | 0.0% |
| 1157 | Bare Financial Services#1157 · 6 sh | 6 | $758.00 | <0.01% | 0.0% |
| 1158 | Provenance Wealth Advisors#1158 · 6 sh | 6 | $758.00 | <0.01% | New |
| 1159 | Spectrum Wealth Advisory Group#1159 · 5 sh | 5 | $637.00 | <0.01% | New |
| 1160 | WOLFF WIESE MAGANA#1160 · 5 sh | 5 | $632.00 | — | 0.0% |
| 1161 | Morton Brown Family Wealth#1161 · 5 sh | 5 | $632.00 | — | New |
| 1162 | Leonteq Securities AG#1162 · 4 sh | 4 | $505.00 | 0.00% | -99.9% |
| 1163 | Raleigh Capital Management#1163 · 3 sh | 3 | $422.00 | <0.01% | 0.0% |
| 1164 | PROATHLETE WEALTH MANAGEMENT#1164 · 3 sh | 3 | $388.00 | — | 0.0% |
| 1165 | Plante Moran Financial Advisors#1165 · 3 sh | 3 | $379.00 | 0.00% | New |
| 1166 | Strengthening Families & Communities#1166 · 3 sh | 3 | $379.00 | — | New |
| 1167 | Colonial / SC#1167 · 3 sh | 3 | $379.00 | 0.00% | 0.0% |
| 1168 | Sankala Group#1168 · 2 sh | 2 | $254.00 | <0.01% | New |
| 1169 | Beaird Harris Wealth Management#1169 · 2 sh | 2 | $253.00 | 0.00% | 0.0% |
| 1170 | DecisionPoint Financial#1170 · 2 sh | 2 | $244.00 | 0.00% | 0.0% |
| 1171 | Private Wealth Management Group#1171 · 1 sh | 1 | $127.00 | — | 0.0% |
| 1172 | 3 FACTOR INDEXING#1172 · 1 sh | 1 | $127.00 | — | 0.0% |
| 1173 | Highland Investment Advisors#1173 · 1 sh | 1 | $126.00 | <0.01% | — |
| 1174 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#1174 · 434,529 sh | 434,529 | — | — | +2.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.