IRON MOUNTAIN INC (IRM) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,174
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Somerset#601 · 5,428 sh | 5,428 | $685.6K | — | -4.4% |
| 602 | Tower Research Capital (TRC)#602 · 5,417 sh | 5,417 | $684.2K | 0.02% | -71.8% |
| 603 | Independence Bank of Kentucky#603 · 5,399 sh | 5,399 | $681.9K | — | -11.8% |
| 604 | Financial Management Professionals#604 · 5,349 sh | 5,349 | $680.3K | — | +0.2% |
| 605 | EntryPoint Capital#605 · 5,341 sh | 5,341 | $674.6K | 0.16% | -31.7% |
| 606 | GUGGENHEIM CAPITAL#606 · 5,334 sh | 5,334 | $673.7K | <0.01% | +13.1% |
| 607 | Radnor Capital Management#607 · 5,279 sh | 5,279 | $666.8K | — | New |
| 608 | ASSETMARK#608 · 5,274 sh | 5,274 | $666.1K | — | +19.5% |
| 609 | BROOKFIELD#609 · 5,262 sh | 5,262 | $664.6K | <0.01% | -97.2% |
| 610 | DAYMARK WEALTH PARTNERS#610 · 5,201 sh | 5,201 | $656.9K | 0.02% | +8.2% |
| 611 | Valued Retirements#611 · 5,190 sh | 5,190 | $655.5K | 0.59% | 0.0% |
| 612 | M&G Plc#612 · 5,193 sh | 5,193 | $654.3K | <0.01% | 0.0% |
| 613 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#613 · 5,075 sh | 5,075 | $641.0K | <0.01% | +34.3% |
| 614 | Bogart Wealth#614 · 5,070 sh | 5,070 | $640.4K | 0.02% | +30.0% |
| 615 | Welch Group#615 · 5,069 sh | 5,069 | $640.3K | 0.02% | 0.0% |
| 616 | Cardinal Point Capital Management, ULC#616 · 5,033 sh | 5,033 | $640.1K | — | -14.8% |
| 617 | PRUDENTIAL PLC#617 · 5,066 sh | 5,066 | $639.9K | <0.01% | 0.0% |
| 618 | AlphaCore Capital#618 · 5,008 sh | 5,008 | $636.8K | 0.01% | +129.4% |
| 619 | Frec Markets#619 · 5,034 sh | 5,034 | $635.8K | 0.06% | +45.4% |
| 620 | NorthCrest Asset Manangement#620 · 5,304 sh | 5,304 | $633.8K | — | +29.0% |
| 621 | JB Capital#621 · 5,016 sh | 5,016 | $633.6K | — | +8.4% |
| 622 | NorthStar Asset Management#622 · 5,015 sh | 5,015 | $633.4K | 0.26% | 0.0% |
| 623 | ASR Vermogensbeheer N.V.#623 · 5,011 sh | 5,011 | $632.9K | — | -91.9% |
| 624 | GREAT VALLEY ADVISOR GROUP#624 · 5,004 sh | 5,004 | $632.4K | 0.01% | +44.9% |
| 625 | OneDigital Investment Advisors#625 · 4,979 sh | 4,979 | $628.9K | <0.01% | +5.1% |
| 626 | Perfromance Wealth Partners#626 · 4,953 sh | 4,953 | $625.6K | 0.02% | +0.2% |
| 627 | Aspen Investment Management#627 · 4,891 sh | 4,891 | $618.0K | 0.17% | +8.8% |
| 628 | Stonebridge Financial Group#628 · 4,824 sh | 4,824 | $613.0K | 0.08% | — |
| 629 | Bull Harbor Capital#629 · 4,783 sh | 4,783 | $604.1K | 0.12% | +36.4% |
| 630 | FOX RUN MANAGEMENT, L.L.C.#630 · 4,774 sh | 4,774 | $603.0K | 0.10% | -67.6% |
| 631 | Linscomb Wealth#631 · 4,757 sh | 4,757 | $600.9K | 0.03% | -4.0% |
| 632 | Smith Asset Management#632 · 4,756 sh | 4,756 | $600.7K | — | 0.0% |
| 633 | Freestone Grove Partners#633 · 4,753 sh | 4,753 | $600.4K | <0.01% | New |
| 634 | High Net Worth Advisory Group#634 · 4,692 sh | 4,692 | $592.6K | — | 0.0% |
| 635 | Kapstone Financial Advisors#635 · 4,676 sh | 4,676 | $590.6K | 0.25% | -5.6% |
| 636 | MISSION WEALTH MANAGEMENT#636 · 4,657 sh | 4,657 | $588.3K | — | +58.0% |
| 637 | Havemeyer Place#637 · 4,605 sh | 4,605 | $581.7K | 0.06% | -69.5% |
| 638 | RMB Capital Management#638 · 4,573 sh | 4,573 | $579.7K | <0.01% | +0.1% |
| 639 | Wilmington Savings Fund Society, FSB#639 · 4,535 sh | 4,535 | $572.8K | — | +0.7% |
| 640 | Altshuler Shaham Ltd#640 · 15,315 sh | 15,315 | $571.2K | <0.01% | New |
| 641 | PENSION & WEALTH MANAGEMENT ADVISORS#641 · 4,507 sh | 4,507 | $569.3K | — | +12.8% |
| 642 | ATALANTA SOSNOFF CAPITAL#642 · 4,501 sh | 4,501 | $568.5K | 0.01% | -11.3% |
| 643 | Essex Savings Bank#643 · 4,447 sh | 4,447 | $561.7K | — | +0.4% |
| 644 | Cornerstone Wealth Group#644 · 4,419 sh | 4,419 | $558.1K | 0.03% | +5.3% |
| 645 | Advisory Alpha#645 · 4,372 sh | 4,372 | $552.4K | 0.01% | +7.3% |
| 646 | GTS SECURITIES#646 · 4,367 sh | 4,367 | $551.6K | 0.01% | -40.4% |
| 647 | Measured Wealth Private Client Group#647 · 4,366 sh | 4,366 | $551.5K | 0.13% | 0.0% |
| 648 | AUGUSTINE ASSET MANAGEMENT#648 · 4,297 sh | 4,297 | $542.8K | — | -6.8% |
| 649 | GROUP ONE TRADING, L.P.#649 · 4,281 sh | 4,281 | $540.7K | <0.01% | -16.9% |
| 650 | Perigon Wealth Management#650 · 4,276 sh | 4,276 | $540.2K | — | +14.1% |
| 651 | BCO Wealth Management#651 · 4,275 sh | 4,275 | $540.0K | — | 0.0% |
| 652 | Miracle Mile Advisors#652 · 4,275 sh | 4,275 | $539.9K | <0.01% | +19.4% |
| 653 | Kingsview Wealth Management#653 · 4,265 sh | 4,265 | $538.7K | <0.01% | -33.6% |
| 654 | STEPHENS#654 · 4,263 sh | 4,263 | $538.5K | <0.01% | +17.1% |
| 655 | ADVISORS MANAGEMENT GROUP#655 · 4,231 sh | 4,231 | $534.0K | 0.09% | -1.7% |
| 656 | Hilton Head Capital Partners#656 · 4,212 sh | 4,212 | $532.0K | — | +2.2% |
| 657 | AE Wealth Management#657 · 4,210 sh | 4,210 | $531.8K | <0.01% | -23.5% |
| 658 | HANCOCK WHITNEY#658 · 4,202 sh | 4,202 | $530.8K | <0.01% | 0.0% |
| 659 | HOWLAND CAPITAL MANAGEMENT#659 · 4,150 sh | 4,150 | $525.7K | — | +0.1% |
| 660 | Cornerstone Wealth Management#660 · 4,152 sh | 4,152 | $524.4K | 0.02% | 0.0% |
| 661 | Alpine Global Management#661 · 4,150 sh | 4,150 | $524.2K | 0.09% | New |
| 662 | AlphaGrep UK Ltd#662 · 4,136 sh | 4,136 | $522.4K | 0.16% | -10.3% |
| 663 | FIDUCIARY FAMILY OFFICE#663 · 4,132 sh | 4,132 | $521.9K | 0.13% | -2.5% |
| 664 | ALGERT GLOBAL#664 · 4,130 sh | 4,130 | $521.7K | <0.01% | New |
| 665 | Wedmont Private Capital#665 · 4,288 sh | 4,288 | $521.0K | — | +18.0% |
| 666 | Stratos Wealth Partners, LTD.#666 · 4,122 sh | 4,122 | $520.7K | <0.01% | -1.6% |
| 667 | Alliance Wealth Advisors#667 · 4,097 sh | 4,097 | $517.5K | 0.10% | +0.6% |
| 668 | Disciplined Equity Management#668 · 4,085 sh | 4,085 | $516.0K | — | 0.0% |
| 669 | Ausdal Financial Partners#669 · 4,070 sh | 4,070 | $514.0K | 0.02% | +9.7% |
| 670 | MONECO Advisors#670 · 4,056 sh | 4,056 | $512.3K | 0.03% | New |
| 671 | GF FUND MANAGEMENT LTD.#671 · 4,051 sh | 4,051 | $511.7K | — | -9.3% |
| 672 | Axis Wealth Partners#672 · 4,049 sh | 4,049 | $511.4K | 0.25% | 0.0% |
| 673 | INTEGRITY ALLIANCE#673 · 4,015 sh | 4,015 | $507.2K | 0.02% | -1.3% |
| 674 | Walleye Trading#674 · 3,949 sh | 3,949 | $498.8K | <0.01% | -69.6% |
| 675 | Fisher Asset Management#675 · 3,946 sh | 3,946 | $498.4K | <0.01% | +13.3% |
| 676 | Csenge Advisory Group#676 · 3,926 sh | 3,926 | $495.9K | 0.02% | -2.7% |
| 677 | Signal Advisors Wealth#677 · 3,907 sh | 3,907 | $493.5K | — | +4.6% |
| 678 | ARMSTRONG ADVISORY GROUP#678 · 3,894 sh | 3,894 | $491.9K | — | 0.0% |
| 679 | PROFUND ADVISORS#679 · 3,892 sh | 3,892 | $491.6K | 0.01% | -0.5% |
| 680 | WADDELL & ASSOCIATES#680 · 3,889 sh | 3,889 | $491.2K | 0.02% | -5.3% |
| 681 | Parallel Advisors#681 · 3,879 sh | 3,879 | $490.0K | <0.01% | +0.6% |
| 682 | Advisory Advocates#682 · 3,870 sh | 3,870 | $488.8K | 0.42% | -8.9% |
| 683 | Continuum Advisory#683 · 3,820 sh | 3,820 | $482.5K | 0.04% | +12.0% |
| 684 | StoneX Group#684 · 3,804 sh | 3,804 | $482.5K | 0.02% | New |
| 685 | FJ Capital Management#685 · 3,814 sh | 3,814 | $481.7K | 0.06% | New |
| 686 | Ledgewood Wealth Advisors#686 · 3,806 sh | 3,806 | $480.7K | — | 0.0% |
| 687 | COMPASS CAPITAL MANAGEMENT#687 · 3,800 sh | 3,800 | $480.0K | 0.03% | New |
| 688 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#688 · 3,936 sh | 3,936 | $479.8K | 0.03% | -3.6% |
| 689 | Gateway Wealth Partners#689 · 3,783 sh | 3,783 | $477.8K | 0.03% | -5.8% |
| 690 | Hilltop#690 · 3,776 sh | 3,776 | $476.9K | 0.04% | 0.0% |
| 691 | Significant Wealth Partners#691 · 3,741 sh | 3,741 | $472.5K | 0.51% | +1.3% |
| 692 | Fifth Third Wealth Advisors#692 · 3,713 sh | 3,713 | $469.0K | — | +3.4% |
| 693 | Krilogy Financial#693 · 3,686 sh | 3,686 | $465.6K | — | -5.1% |
| 694 | AIRE ADVISORS#694 · 3,672 sh | 3,672 | $463.9K | — | +0.8% |
| 695 | PARK NATIONAL#695 · 3,656 sh | 3,656 | $461.8K | — | 0.0% |
| 696 | Simplicity Wealth#696 · 3,648 sh | 3,648 | $460.7K | — | -33.6% |
| 697 | MONETA GROUP INVESTMENT ADVISORS#697 · 3,632 sh | 3,632 | $458.7K | <0.01% | New |
| 698 | Dakota Wealth Management#698 · 3,628 sh | 3,628 | $458.3K | <0.01% | +0.2% |
| 699 | Putney Financial Group#699 · 3,609 sh | 3,609 | $455.9K | 0.41% | -1.4% |
| 700 | Three Magnolias Financial Advisors#700 · 3,600 sh | 3,600 | $454.7K | — | 0.0% |
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.