IRON MOUNTAIN INC (IRM) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,174
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Ullmann Wealth Partners Group#501 · 9,342 sh | 9,342 | $1.2M | 0.11% | -1.0% |
| 502 | Vestmark Advisory Solutions#502 · 9,146 sh | 9,146 | $1.2M | 0.01% | +190.4% |
| 503 | INDEPENDENT FINANCIAL GROUP#503 · 9,146 sh | 9,146 | $1.2M | — | +4.0% |
| 504 | Capital Investment Advisory Services#504 · 9,137 sh | 9,137 | $1.2M | 0.07% | -1.1% |
| 505 | Mechanics Bank Department#505 · 9,042 sh | 9,042 | $1.1M | — | -2.5% |
| 506 | Callan Family Office#506 · 9,041 sh | 9,041 | $1.1M | 0.02% | +3.4% |
| 507 | GREENLEAF#507 · 9,029 sh | 9,029 | $1.1M | 0.01% | -0.6% |
| 508 | Founders Financial Alliance#508 · 9,023 sh | 9,023 | $1.1M | 0.15% | 0.0% |
| 509 | MUFG SECURITIES AMERICAS#509 · 8,962 sh | 8,962 | $1.1M | 0.06% | +9.5% |
| 510 | Glenview#510 · 11,016 sh | 11,016 | $1.1M | 0.02% | 0.0% |
| 511 | North Dakota State Investment Board#511 · 8,724 sh | 8,724 | $1.1M | 0.04% | +2.9% |
| 512 | Union Bankshares#512 · 8,636 sh | 8,636 | $1.1M | 0.02% | +0.1% |
| 513 | Diversify Advisory Services#513 · 8,550 sh | 8,550 | $1.1M | — | New |
| 514 | DIVERSIFY WEALTH MANAGEMENT#514 · 8,550 sh | 8,550 | $1.1M | — | -0.8% |
| 515 | WASHINGTON#515 · 8,586 sh | 8,586 | $1.1M | — | +53.7% |
| 516 | SYON CAPITAL#516 · 8,540 sh | 8,540 | $1.1M | 0.05% | +2.2% |
| 517 | Herold Advisors#517 · 8,500 sh | 8,500 | $1.1M | — | 0.0% |
| 518 | Wealthcare Advisory Partners#518 · 8,501 sh | 8,501 | $1.1M | — | -12.3% |
| 519 | Parkside Financial Bank#519 · 8,368 sh | 8,368 | $1.1M | — | +458.2% |
| 520 | Trivium Point Advisory#520 · 8,366 sh | 8,366 | $1.1M | 0.10% | +0.4% |
| 521 | Bramshill Investments#521 · 8,323 sh | 8,323 | $1.1M | 0.08% | +1.0% |
| 522 | IHT Wealth Management#522 · 8,266 sh | 8,266 | $1.0M | 0.02% | +20.4% |
| 523 | V-Square Quantitative Management#523 · 8,194 sh | 8,194 | $1.0M | — | -4.2% |
| 524 | RIK SAYLOR FINANCIAL#524 · 8,181 sh | 8,181 | $1.0M | 0.68% | 0.0% |
| 525 | BROWN BROTHERS HARRIMAN#525 · 8,157 sh | 8,157 | $1.0M | <0.01% | +55.9% |
| 526 | HUNTINGTON NATIONAL BANK#526 · 8,065 sh | 8,065 | $1.0M | <0.01% | +7.2% |
| 527 | WealthBridge Capital Management#527 · 8,055 sh | 8,055 | $1.0M | — | +95.0% |
| 528 | TRANSCEND WEALTH COLLECTIVE#528 · 8,053 sh | 8,053 | $1.0M | 0.07% | New |
| 529 | Strait & Sound Wealth Management#529 · 8,038 sh | 8,038 | $1.0M | 0.36% | -1.2% |
| 530 | RNC CAPITAL MANAGEMENT#530 · 8,000 sh | 8,000 | $1.0M | 0.04% | 0.0% |
| 531 | TCG Advisory Services#531 · 7,998 sh | 7,998 | $1.0M | 0.02% | +52.9% |
| 532 | Marex Group plc#532 · 7,987 sh | 7,987 | $1.0M | <0.01% | +260.6% |
| 533 | BAILARD#533 · 7,942 sh | 7,942 | $1.0M | — | 0.0% |
| 534 | COLDSTREAM CAPITAL MANAGEMENT#534 · 7,902 sh | 7,902 | $998.1K | 0.01% | +2.6% |
| 535 | Larson Financial Group#535 · 7,819 sh | 7,819 | $987.6K | 0.03% | +7.3% |
| 536 | Machina Capital S.A.S.#536 · 7,807 sh | 7,807 | $986.1K | 0.16% | +32.1% |
| 537 | SECURIAN ASSET MANAGEMENT#537 · 7,937 sh | 7,937 | $982.8K | 0.04% | 0.0% |
| 538 | GAMMA Investing#538 · 7,716 sh | 7,716 | $974.6K | — | +16.5% |
| 539 | RENAISSANCE TECHNOLOGIES#539 · 7,700 sh | 7,700 | $972.6K | <0.01% | +220.8% |
| 540 | Kentucky Retirement Systems Insurance Fund#540 · 7,686 sh | 7,686 | $970.8K | 0.06% | -0.5% |
| 541 | Prospera Financial Services#541 · 7,677 sh | 7,677 | $970.0K | 0.01% | +2.4% |
| 542 | HighPoint Advisor Group#542 · 7,654 sh | 7,654 | $966.8K | 0.03% | +12.7% |
| 543 | Genesee Capital Advisors#543 · 7,623 sh | 7,623 | $962.9K | — | New |
| 544 | Future Financial Wealth Managment#544 · 7,649 sh | 7,649 | $952.7K | — | 0.0% |
| 545 | OSTRUM ASSET MANAGEMENT#545 · 7,535 sh | 7,535 | $951.7K | 0.05% | -18.3% |
| 546 | CI INVESTMENTS#546 · 7,453 sh | 7,453 | $941.4K | <0.01% | New |
| 547 | MGO ONE SEVEN#547 · 7,449 sh | 7,449 | $940.8K | 0.02% | -0.8% |
| 548 | MassMutual Private Wealth & , FSB#548 · 7,439 sh | 7,439 | $939.6K | — | -0.7% |
| 549 | Horizon Investments#549 · 7,421 sh | 7,421 | $937.3K | <0.01% | +16.8% |
| 550 | Mathes Company#550 · 7,400 sh | 7,400 | $935.0K | 0.29% | 0.0% |
| 551 | WESPAC Advisors#551 · 7,235 sh | 7,235 | $913.9K | — | New |
| 552 | Monument Capital Management#552 · 7,149 sh | 7,149 | $903.0K | — | +101.4% |
| 553 | Penserra Capital Management#553 · 7,145 sh | 7,145 | $901.0K | <0.01% | +328.1% |
| 554 | VERUS CAPITAL PARTNERS#554 · 7,101 sh | 7,101 | $896.9K | 0.05% | -18.4% |
| 555 | TD Waterhouse Canada#555 · 9,519 sh | 9,519 | $893.8K | — | -10.3% |
| 556 | WEDBUSH SECURITIES#556 · 7,038 sh | 7,038 | $889.0K | — | -21.9% |
| 557 | PRINCETON CAPITAL MANAGEMENT#557 · 7,001 sh | 7,001 | $884.3K | 0.20% | -5.4% |
| 558 | Fiduciary Group#558 · 7,000 sh | 7,000 | $884.2K | 0.07% | 0.0% |
| 559 | Checchi Capital Advisers#559 · 6,999 sh | 6,999 | $884.1K | 0.04% | +0.3% |
| 560 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#560 · 6,988 sh | 6,988 | $882.6K | <0.01% | -25.5% |
| 561 | Lee Financial#561 · 6,960 sh | 6,960 | $879.1K | — | New |
| 562 | Badgley Phelps Wealth Managers#562 · 6,923 sh | 6,923 | $874.4K | — | 0.0% |
| 563 | TBH Global Asset Management#563 · 6,800 sh | 6,800 | $858.9K | 0.16% | -3.8% |
| 564 | EVERGREEN CAPITAL MANAGEMENT#564 · 6,796 sh | 6,796 | $858.4K | — | -1.1% |
| 565 | Prime Capital Investment Advisors#565 · 6,796 sh | 6,796 | $858.4K | — | -1.7% |
| 566 | Colonial River Wealth Management#566 · 6,792 sh | 6,792 | $857.9K | — | -15.0% |
| 567 | BALYASNY ASSET MANAGEMENT L.P.#567 · 6,749 sh | 6,749 | $852.5K | <0.01% | -94.8% |
| 568 | Aprio Wealth Management#568 · 6,699 sh | 6,699 | $846.1K | 0.04% | +5.0% |
| 569 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#569 · 6,677 sh | 6,677 | $843.4K | 0.09% | -4.7% |
| 570 | Focus Partners Advisor Solutions#570 · 6,674 sh | 6,674 | $843.0K | <0.01% | -0.6% |
| 571 | Gerber Kawasaki Wealth & Investment Management#571 · 6,664 sh | 6,664 | $841.8K | 0.02% | +4.7% |
| 572 | Fidelis Capital Partners#572 · 6,654 sh | 6,654 | $840.5K | 0.05% | +8.9% |
| 573 | Nelson, Van Denburg & Campbell Wealth Management Group#573 · 6,615 sh | 6,615 | $835.5K | — | -4.0% |
| 574 | Arkadios Wealth Advisors#574 · 6,615 sh | 6,615 | $835.5K | 0.01% | -10.4% |
| 575 | CENTAURUS FINANCIAL#575 · 6,589 sh | 6,589 | $832.0K | 0.04% | -7.4% |
| 576 | Canada Post Registered Pension Plan#576 · 6,457 sh | 6,457 | $815.6K | 0.03% | 0.0% |
| 577 | ROTHSCHILD INVESTMENT#577 · 6,279 sh | 6,279 | $793.1K | 0.03% | +118.2% |
| 578 | Essex Financial Services#578 · 6,272 sh | 6,272 | $792.2K | 0.04% | +1.7% |
| 579 | Cresset Asset Management#579 · 6,190 sh | 6,190 | $788.0K | <0.01% | -21.9% |
| 580 | SIGNATUREFD#580 · 6,157 sh | 6,157 | $777.7K | — | +0.6% |
| 581 | SHEETS SMITH WEALTH MANAGEMENT#581 · 6,025 sh | 6,025 | $761.0K | — | 0.0% |
| 582 | Summit Financial#582 · 5,976 sh | 5,976 | $760.1K | <0.01% | -6.3% |
| 583 | Estabrook Capital Management#583 · 5,962 sh | 5,962 | $753.1K | 0.10% | +18.6% |
| 584 | Campbell & Investment Adviser#584 · 5,925 sh | 5,925 | $748.4K | 0.04% | -31.2% |
| 585 | Columbia Asset Management#585 · 5,912 sh | 5,912 | $746.7K | — | 0.0% |
| 586 | HARBOUR INVESTMENTS#586 · 5,905 sh | 5,905 | $745.9K | 0.01% | -4.4% |
| 587 | Pinnacle Family Advisors#587 · 5,866 sh | 5,866 | $740.9K | 0.31% | -0.2% |
| 588 | OPPENHEIMER#588 · 5,828 sh | 5,828 | $736.1K | — | +1.4% |
| 589 | Archer Investment#589 · 5,800 sh | 5,800 | $732.6K | 0.14% | -25.6% |
| 590 | Sivia Capital Partners#590 · 5,750 sh | 5,750 | $726.3K | 0.09% | +39.9% |
| 591 | KEYBANK NATIONAL ASSOCIATION#591 · 5,723 sh | 5,723 | $722.9K | <0.01% | +45.3% |
| 592 | Ballentine Partners#592 · 5,709 sh | 5,709 | $721.1K | <0.01% | -2.3% |
| 593 | Vise Technologies#593 · 5,615 sh | 5,615 | $709.3K | <0.01% | +71.7% |
| 594 | Engineers Gate Manager#594 · 5,614 sh | 5,614 | $709.1K | <0.01% | -91.5% |
| 595 | WealthCare Asset Management#595 · 5,512 sh | 5,512 | $696.1K | — | +80.3% |
| 596 | CX Institutional#596 · 5,489 sh | 5,489 | $693.0K | — | -6.9% |
| 597 | West Wealth Group#597 · 5,479 sh | 5,479 | $692.2K | — | -6.6% |
| 598 | Destination Wealth Management#598 · 5,473 sh | 5,473 | $691.3K | 0.02% | +5.5% |
| 599 | Garden State Investment Advisory Services#599 · 5,425 sh | 5,425 | $689.7K | 0.12% | New |
| 600 | Allied Private Wealth#600 · 5,945 sh | 5,945 | $686.5K | 0.44% | — |
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.