IRON MOUNTAIN INC (IRM) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,174
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Meeder Advisory Services#701 · 3,590 sh | 3,590 | $453.5K | 0.02% | -4.0% |
| 702 | Curbstone Financial Management#702 · 3,590 sh | 3,590 | $453.5K | — | New |
| 703 | Teamwork Financial Advisors#703 · 3,582 sh | 3,582 | $452.5K | — | +0.1% |
| 704 | Koshinski Asset Management#704 · 3,579 sh | 3,579 | $452.0K | 0.02% | 0.0% |
| 705 | ATLAS CAPITAL ADVISORS#705 · 3,575 sh | 3,575 | $451.6K | 0.05% | 0.0% |
| 706 | Armor Investment Advisors#706 · 3,573 sh | 3,573 | $451.3K | 0.14% | -5.3% |
| 707 | NATURAL INVESTMENTS#707 · 3,569 sh | 3,569 | $450.0K | 0.10% | -13.1% |
| 708 | Baker Avenue Asset Management#708 · 3,513 sh | 3,513 | $443.7K | <0.01% | +21.6% |
| 709 | Long Road Investment Counsel#709 · 3,500 sh | 3,500 | $442.1K | 0.16% | 0.0% |
| 710 | PHILADELPHIA#710 · 3,500 sh | 3,500 | $442.0K | 0.03% | 0.0% |
| 711 | EXCHANGE TRADED CONCEPTS#711 · 3,458 sh | 3,458 | $436.8K | <0.01% | +23.9% |
| 712 | FULTON BANK, N.A.#712 · 3,448 sh | 3,448 | $435.5K | — | 0.0% |
| 713 | Pathway Financial Advisers#713 · 3,447 sh | 3,447 | $435.4K | 0.11% | +0.3% |
| 714 | Fort Point Capital Partners#714 · 3,390 sh | 3,390 | $431.1K | 0.03% | -2.1% |
| 715 | LBP AM SA#715 · 3,392 sh | 3,392 | $428.4K | <0.01% | -30.4% |
| 716 | Sowell Financial Services#716 · 3,364 sh | 3,364 | $424.9K | — | +3.1% |
| 717 | DAVIS R M#717 · 3,318 sh | 3,318 | $419.1K | <0.01% | 0.0% |
| 718 | American Investment Services#718 · 3,304 sh | 3,304 | $417.3K | 0.09% | 0.0% |
| 719 | GROESBECK INVESTMENT MANAGEMENT#719 · 3,284 sh | 3,284 | $415.0K | — | New |
| 720 | Cetera Company, N.A#720 · 3,285 sh | 3,285 | $414.9K | 0.21% | 0.0% |
| 721 | SAGESPRING WEALTH PARTNERS#721 · 3,282 sh | 3,282 | $414.6K | — | -11.0% |
| 722 | Pinnacle Financial Partners#722 · 3,277 sh | 3,277 | $414.0K | <0.01% | +2.3% |
| 723 | MATHER GROUP#723 · 3,274 sh | 3,274 | $413.5K | — | +5.8% |
| 724 | Wealthspire Advisors#724 · 3,233 sh | 3,233 | $408.4K | <0.01% | -24.5% |
| 725 | Legacy Wealth Asset Management#725 · 3,231 sh | 3,231 | $408.2K | — | New |
| 726 | FOSTER & MOTLEY#726 · 3,213 sh | 3,213 | $406.0K | 0.02% | -2.1% |
| 727 | E&G Advisors#727 · 3,200 sh | 3,200 | $404.2K | — | 0.0% |
| 728 | Perennial Investment Advisors#728 · 3,198 sh | 3,198 | $404.0K | 0.03% | +0.9% |
| 729 | Fortis Capital Management#729 · 3,196 sh | 3,196 | $403.7K | 0.05% | +2.3% |
| 730 | Coastal Bridge Advisors#730 · 3,181 sh | 3,181 | $401.8K | 0.02% | -3.6% |
| 731 | Ellevest#731 · 3,204 sh | 3,204 | $401.7K | 0.05% | -10.9% |
| 732 | Symphony Financial, Ltd.#732 · 3,103 sh | 3,103 | $401.1K | — | +1.8% |
| 733 | Diversified Enterprises#733 · 3,157 sh | 3,157 | $398.8K | — | +3.4% |
| 734 | Sovereign Financial Group#734 · 3,148 sh | 3,148 | $397.6K | 0.06% | -2.4% |
| 735 | Kovack Advisors#735 · 3,182 sh | 3,182 | $394.9K | 0.02% | +1.3% |
| 736 | Fortitude Family Office#736 · 3,112 sh | 3,112 | $393.1K | — | 0.0% |
| 737 | Parcion Private Wealth#737 · 3,108 sh | 3,108 | $392.6K | 0.02% | +16.6% |
| 738 | AEW CAPITAL MANAGEMENT L P#738 · 3,100 sh | 3,100 | $391.6K | 0.02% | New |
| 739 | GATEWAY INVESTMENT ADVISERS#739 · 3,079 sh | 3,079 | $388.9K | — | -13.4% |
| 740 | Ashton Thomas Private Wealth#740 · 3,078 sh | 3,078 | $388.8K | <0.01% | +3.0% |
| 741 | Integrated Advisors Network#741 · 3,078 sh | 3,078 | $388.8K | — | -4.7% |
| 742 | Onyx Bridge Wealth Group#742 · 3,061 sh | 3,061 | $387.0K | — | +2.7% |
| 743 | Mayflower Financial Advisors#743 · 3,037 sh | 3,037 | $383.6K | 0.03% | +31.2% |
| 744 | MONTAG A & ASSOCIATES#744 · 3,019 sh | 3,019 | $383.5K | 0.02% | 0.0% |
| 745 | Sentinus#745 · 3,022 sh | 3,022 | $381.7K | 0.03% | +29.7% |
| 746 | SageView Advisory Group#746 · 3,016 sh | 3,016 | $381.0K | 0.01% | New |
| 747 | Clean Yield Group#747 · 3,000 sh | 3,000 | $378.9K | 0.09% | 0.0% |
| 748 | Asset Planning#748 · 3,000 sh | 3,000 | $378.9K | — | 0.0% |
| 749 | Crown Wealth Group#749 · 2,995 sh | 2,995 | $378.3K | — | +1.6% |
| 750 | James Hambro & Partners LLP#750 · 2,972 sh | 2,972 | $375.3K | — | 0.0% |
| 751 | Clearstead Advisors#751 · 2,969 sh | 2,969 | $375.0K | <0.01% | -35.1% |
| 752 | QUEST INVESTMENT MANAGEMENT#752 · 2,958 sh | 2,958 | $373.7K | 0.04% | -33.3% |
| 753 | Amplius Wealth Advisors#753 · 2,954 sh | 2,954 | $373.1K | — | New |
| 754 | Relyea Zuckerberg Hanson#754 · 2,920 sh | 2,920 | $368.9K | — | -0.2% |
| 755 | Advisor OS#755 · 2,915 sh | 2,915 | $368.2K | 0.02% | +7.1% |
| 756 | CreativeOne Wealth#756 · 2,902 sh | 2,902 | $366.6K | <0.01% | New |
| 757 | Savvy Advisors#757 · 2,891 sh | 2,891 | $365.2K | <0.01% | +3.2% |
| 758 | EverSource Wealth Advisors#758 · 2,884 sh | 2,884 | $364.2K | 0.01% | +68.3% |
| 759 | Bayforest Capital Ltd#759 · 2,882 sh | 2,882 | $364.0K | 0.34% | +16.4% |
| 760 | BTC Capital Management#760 · 2,861 sh | 2,861 | $361.4K | 0.02% | 0.0% |
| 761 | AlphaStar Capital Management#761 · 2,860 sh | 2,860 | $361.3K | — | +7.3% |
| 762 | Beaumont Financial Advisors#762 · 2,858 sh | 2,858 | $361.0K | — | +0.2% |
| 763 | Southland Equity Partners#763 · 2,857 sh | 2,857 | $360.9K | — | -0.3% |
| 764 | Keebeck Wealth Management#764 · 2,824 sh | 2,824 | $359.1K | 0.04% | +35.6% |
| 765 | SVB WEALTH#765 · 2,842 sh | 2,842 | $359.0K | 0.02% | +0.7% |
| 766 | Gladstone Institutional Advisory#766 · 2,826 sh | 2,826 | $357.0K | 0.01% | New |
| 767 | TrueNorth#767 · 2,804 sh | 2,804 | $356.6K | 0.02% | +0.6% |
| 768 | American Institute for Advanced Investment Management, LLP#768 · 2,815 sh | 2,815 | $355.6K | 0.21% | +0.9% |
| 769 | Soltis Investment Advisors#769 · 2,812 sh | 2,812 | $355.1K | 0.02% | +22.0% |
| 770 | CIGNA INVESTMENTS#770 · 2,808 sh | 2,808 | $355.0K | — | 0.0% |
| 771 | Jordan Park Group#771 · 2,803 sh | 2,803 | $354.0K | 0.02% | 0.0% |
| 772 | NWAM#772 · 2,793 sh | 2,793 | $352.8K | 0.02% | +0.4% |
| 773 | TD PRIVATE CLIENT WEALTH#773 · 2,791 sh | 2,791 | $352.5K | <0.01% | -49.1% |
| 774 | XXI WEALTH#774 · 2,784 sh | 2,784 | $351.6K | — | +11.1% |
| 775 | Aptus Capital Advisors#775 · 2,779 sh | 2,779 | $351.0K | <0.01% | -0.5% |
| 776 | Palacios Wealth Management#776 · 2,755 sh | 2,755 | $348.0K | 0.21% | 0.0% |
| 777 | Dorsey Wright & Associates#777 · 2,746 sh | 2,746 | $346.8K | 0.06% | New |
| 778 | IFP Advisors#778 · 2,729 sh | 2,729 | $344.7K | — | +24.0% |
| 779 | Family Investment Center#779 · 2,729 sh | 2,729 | $344.7K | — | New |
| 780 | TRUE Private Wealth Advisors#780 · 2,725 sh | 2,725 | $344.2K | — | 0.0% |
| 781 | Walker Asset Management#781 · 2,714 sh | 2,714 | $342.8K | — | +0.9% |
| 782 | SeaBridge Investment Advisors#782 · 2,711 sh | 2,711 | $342.4K | 0.05% | 0.0% |
| 783 | RETIREMENT INCOME SOLUTIONS#783 · 3,350 sh | 3,350 | $342.2K | 0.06% | 0.0% |
| 784 | Spire Wealth Management#784 · 2,702 sh | 2,702 | $341.3K | 0.01% | -47.4% |
| 785 | Premier Path Wealth Partners#785 · 2,696 sh | 2,696 | $340.6K | — | +0.1% |
| 786 | Allen Investment Management#786 · 2,696 sh | 2,696 | $340.5K | <0.01% | 0.0% |
| 787 | KAVAR CAPITAL PARTNERS GROUP#787 · 2,696 sh | 2,696 | $340.5K | 0.04% | +2.0% |
| 788 | Keystone Financial Group#788 · 2,679 sh | 2,679 | $338.3K | 0.02% | 0.0% |
| 789 | VestGen Advisors#789 · 2,666 sh | 2,666 | $336.8K | <0.01% | -5.5% |
| 790 | Seelaus Asset Management#790 · 2,650 sh | 2,650 | $334.7K | — | 0.0% |
| 791 | TCI Wealth Advisors#791 · 2,635 sh | 2,635 | $332.8K | 0.01% | -4.4% |
| 792 | Indivisible Partners#792 · 2,604 sh | 2,604 | $328.9K | — | +22.5% |
| 793 | Brown Financial Advisors#793 · 2,580 sh | 2,580 | $325.9K | 0.11% | +3.6% |
| 794 | GHP Investment Advisors#794 · 2,563 sh | 2,563 | $323.7K | — | +2188.4% |
| 795 | Pallas Capital Advisors#795 · 2,563 sh | 2,563 | $323.7K | 0.01% | +17.0% |
| 796 | Pinion Investment Advisors#796 · 2,546 sh | 2,546 | $321.6K | 0.06% | New |
| 797 | Ameritas Investment Partners#797 · 2,543 sh | 2,543 | $321.2K | <0.01% | -5.5% |
| 798 | Segment Wealth Management#798 · 2,534 sh | 2,534 | $320.1K | — | 0.0% |
| 799 | Envestnet Portfolio Solutions#799 · 2,505 sh | 2,505 | $316.4K | <0.01% | -2.8% |
| 800 | Prosperity Consulting Group#800 · 2,493 sh | 2,493 | $314.9K | 0.01% | +5.6% |
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.