IRON MOUNTAIN INC (IRM) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,174
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Sigma Planning#801 · 2,468 sh | 2,468 | $311.8K | — | -7.7% |
| 802 | ASPIRIANT#802 · 2,467 sh | 2,467 | $311.6K | — | +20.8% |
| 803 | Centerpoint Advisory Group#803 · 2,465 sh | 2,465 | $311.4K | — | -2.8% |
| 804 | Mattson Financial Services#804 · 2,558 sh | 2,558 | $311.2K | 0.07% | +1.7% |
| 805 | Fielder Capital Group#805 · 2,463 sh | 2,463 | $311.1K | 0.07% | +1.1% |
| 806 | BEESE FULMER INVESTMENT MANAGEMENT#806 · 2,448 sh | 2,448 | $309.2K | — | +4.2% |
| 807 | Kera Capital Partners#807 · 2,438 sh | 2,438 | $307.9K | 0.03% | New |
| 808 | WEALTH ALLIANCE#808 · 2,417 sh | 2,417 | $305.4K | 0.03% | -13.7% |
| 809 | Root Financial Partners#809 · 2,412 sh | 2,412 | $304.7K | — | +20.0% |
| 810 | Bridgelight Financial Advisors#810 · 2,405 sh | 2,405 | $303.8K | — | -1.0% |
| 811 | Sculati Wealth Management#811 · 2,445 sh | 2,445 | $302.7K | — | -35.6% |
| 812 | Atria Investments#812 · 2,391 sh | 2,391 | $302.0K | — | -27.9% |
| 813 | Empower Advisory Group#813 · 2,386 sh | 2,386 | $301.4K | <0.01% | +10.7% |
| 814 | Samalin Investment Counsel#814 · 2,378 sh | 2,378 | $300.4K | — | -3.5% |
| 815 | PERSONAL CFO SOLUTIONS#815 · 2,360 sh | 2,360 | $300.1K | 0.04% | -7.5% |
| 816 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#816 · 2,371 sh | 2,371 | $299.5K | <0.01% | -0.4% |
| 817 | Intrua Financial#817 · 2,360 sh | 2,360 | $298.1K | 0.03% | +0.5% |
| 818 | MOSAIC FAMILY WEALTH PARTNERS#818 · 2,360 sh | 2,360 | $298.1K | 0.02% | +15.7% |
| 819 | FAYEZ SAROFIM#819 · 2,360 sh | 2,360 | $298.1K | <0.01% | +3.5% |
| 820 | Avidian Wealth Solutions#820 · 2,354 sh | 2,354 | $297.3K | — | +5.7% |
| 821 | Turtle Creek Wealth Advisors#821 · 2,348 sh | 2,348 | $296.6K | — | +1.0% |
| 822 | SMITH, MOORE#822 · 2,327 sh | 2,327 | $294.0K | 0.02% | +3.4% |
| 823 | SCHMIDT P J INVESTMENT MANAGEMENT#823 · 2,326 sh | 2,326 | $293.8K | 0.05% | -1.4% |
| 824 | Bedel Financial Consulting#824 · 2,325 sh | 2,325 | $293.7K | 0.03% | -2.8% |
| 825 | MBL Wealth#825 · 2,320 sh | 2,320 | $293.0K | — | New |
| 826 | Strategic Blueprint#826 · 2,313 sh | 2,313 | $292.2K | — | -0.1% |
| 827 | FORTRESS PRIVATE LEDGER#827 · 2,306 sh | 2,306 | $291.3K | 0.08% | 0.0% |
| 828 | CWA Asset Management Group#828 · 2,304 sh | 2,304 | $291.1K | — | -13.0% |
| 829 | Jacobi Capital Management#829 · 2,293 sh | 2,293 | $289.6K | 0.01% | -3.0% |
| 830 | HBK Sorce Advisory#830 · 2,271 sh | 2,271 | $288.7K | <0.01% | -0.2% |
| 831 | PINNACLE ASSOCIATES LTD#831 · 2,276 sh | 2,276 | $287.5K | — | -4.3% |
| 832 | SJS Investment Consulting#832 · 2,258 sh | 2,258 | $285.2K | — | +1.8% |
| 833 | Versant Capital Management#833 · 2,253 sh | 2,253 | $284.6K | — | +29.4% |
| 834 | Mystic Asset Management#834 · 2,250 sh | 2,250 | $284.3K | — | +0.1% |
| 835 | Saxony Capital Management#835 · 2,245 sh | 2,245 | $283.5K | — | -1.7% |
| 836 | Proficio Capital Partners#836 · 2,229 sh | 2,229 | $281.6K | 0.01% | New |
| 837 | Financial Engines Advisors L.L.C.#837 · 2,229 sh | 2,229 | $281.5K | <0.01% | New |
| 838 | NATIONS FINANCIAL GROUP , /IA#838 · 2,223 sh | 2,223 | $280.9K | 0.01% | +0.4% |
| 839 | Heritage Wealth Advisors#839 · 2,222 sh | 2,222 | $280.7K | <0.01% | 0.0% |
| 840 | SPIREPOINT PRIVATE CLIENT#840 · 2,219 sh | 2,219 | $280.3K | 0.02% | +1.0% |
| 841 | Community Bank & , Waco, Texas#841 · 2,200 sh | 2,200 | $278.0K | — | 0.0% |
| 842 | Birchcreek Wealth Management#842 · 2,190 sh | 2,190 | $276.6K | 0.11% | New |
| 843 | Warner Group#843 · 2,186 sh | 2,186 | $276.1K | 0.07% | New |
| 844 | IBEX WEALTH ADVISORS#844 · 2,178 sh | 2,178 | $275.1K | 0.02% | 0.0% |
| 845 | Platform Technology Partners#845 · 2,173 sh | 2,173 | $274.4K | 0.04% | +2.5% |
| 846 | Brookwood Investment Group#846 · 2,172 sh | 2,172 | $274.3K | 0.03% | +2.1% |
| 847 | Brevan Howard Capital Management#847 · 2,158 sh | 2,158 | $272.6K | <0.01% | -34.0% |
| 848 | Stiles Financial Services#848 · 2,127 sh | 2,127 | $268.7K | 0.07% | 0.0% |
| 849 | Dorsey & Whitney#849 · 2,125 sh | 2,125 | $268.4K | 0.01% | +4.3% |
| 850 | Warm Springs Advisors#850 · 2,117 sh | 2,117 | $267.4K | 0.18% | 0.0% |
| 851 | Paller Financial Services#851 · 2,115 sh | 2,115 | $267.1K | — | -0.8% |
| 852 | GSA CAPITAL PARTNERS LLP#852 · 2,116 sh | 2,116 | $267.0K | 0.02% | New |
| 853 | Abel Hall#853 · 2,108 sh | 2,108 | $266.3K | — | +0.1% |
| 854 | Ameliora Wealth Management Ltd.#854 · 2,100 sh | 2,100 | $265.3K | — | -32.3% |
| 855 | Vanguard National#855 · 2,100 sh | 2,100 | $265.3K | 0.01% | 0.0% |
| 856 | Copeland Capital Management#856 · 2,075 sh | 2,075 | $262.1K | — | -0.8% |
| 857 | WealthPlan Investment Management#857 · 2,052 sh | 2,052 | $259.2K | — | New |
| 858 | PRIVATE NA#858 · 2,046 sh | 2,046 | $258.4K | — | -0.1% |
| 859 | Ignite Planners#859 · 2,042 sh | 2,042 | $257.9K | — | 0.0% |
| 860 | PDS Planning#860 · 2,018 sh | 2,018 | $254.9K | 0.01% | +0.3% |
| 861 | Apriem Advisors#861 · 2,000 sh | 2,000 | $252.6K | 0.02% | 0.0% |
| 862 | RW Investment Management#862 · 2,000 sh | 2,000 | $252.6K | 0.02% | 0.0% |
| 863 | Financial Perspectives#863 · 2,000 sh | 2,000 | $252.6K | 0.06% | 0.0% |
| 864 | Valley Financial Group#864 · 1,998 sh | 1,998 | $252.4K | 0.12% | -2.4% |
| 865 | FLPUTNAM INVESTMENT MANAGEMENT#865 · 1,969 sh | 1,969 | $248.7K | <0.01% | 0.0% |
| 866 | TPG Advisors#866 · 1,954 sh | 1,954 | $246.8K | — | New |
| 867 | Modera Wealth Management#867 · 1,951 sh | 1,951 | $246.4K | <0.01% | New |
| 868 | FIRST FOUNDATION ADVISORS#868 · 1,935 sh | 1,935 | $244.4K | <0.01% | New |
| 869 | JACKSON THORNTON WEALTH MANAGEMENT#869 · 1,928 sh | 1,928 | $243.5K | 0.02% | New |
| 870 | SP Asset Management#870 · 1,926 sh | 1,926 | $243.3K | 0.02% | New |
| 871 | Strategic Investment Solutions#871 · 1,923 sh | 1,923 | $242.9K | 0.06% | 0.0% |
| 872 | Valeo Financial Advisors#872 · 1,920 sh | 1,920 | $242.6K | — | New |
| 873 | CULLEN/FROST BANKERS#873 · 1,909 sh | 1,909 | $241.1K | <0.01% | +0.3% |
| 874 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#874 · 1,909 sh | 1,909 | $241.0K | — | -9.1% |
| 875 | Supplemental Annuity Collective of NJ#875 · 1,908 sh | 1,908 | $241.0K | 0.06% | -4.6% |
| 876 | Elyxium Wealth#876 · 1,906 sh | 1,906 | $240.7K | — | New |
| 877 | RICHARDSON FINANCIAL SERVICES#877 · 1,901 sh | 1,901 | $240.1K | 0.14% | +0.9% |
| 878 | WILLIAM JOHN SEMPOLINSKI#878 · 1,900 sh | 1,900 | $240.0K | — | New |
| 879 | Plan Group Financial#879 · 1,890 sh | 1,890 | $238.7K | — | New |
| 880 | Mission Hills Financial Advisory#880 · 1,889 sh | 1,889 | $238.6K | 0.10% | New |
| 881 | Sound Income Strategies#881 · 1,878 sh | 1,878 | $237.2K | — | -9.9% |
| 882 | AssuredPartners Investment Advisors#882 · 1,877 sh | 1,877 | $237.0K | 0.02% | -20.2% |
| 883 | B. Riley Wealth Advisors#883 · 1,822 sh | 1,822 | $236.8K | — | New |
| 884 | Howard Capital Management#884 · 1,871 sh | 1,871 | $236.3K | — | New |
| 885 | Belpointe Asset Management#885 · 1,866 sh | 1,866 | $235.8K | <0.01% | New |
| 886 | Coastline#886 · 1,856 sh | 1,856 | $234.4K | — | 0.0% |
| 887 | Asset Advisory Group#887 · 1,855 sh | 1,855 | $234.3K | — | New |
| 888 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#888 · 1,830 sh | 1,830 | $231.1K | 0.07% | 0.0% |
| 889 | Quotient Wealth Partners#889 · 1,825 sh | 1,825 | $230.5K | <0.01% | New |
| 890 | RMR Wealth Builders#890 · 1,814 sh | 1,814 | $229.2K | — | New |
| 891 | FAS Wealth Partners#891 · 1,812 sh | 1,812 | $228.9K | 0.01% | New |
| 892 | First City Capital Management#892 · 1,811 sh | 1,811 | $228.7K | 0.11% | New |
| 893 | AXXCESS WEALTH MANAGEMENT#893 · 1,808 sh | 1,808 | $228.4K | — | New |
| 894 | BINGHAM PRIVATE WEALTH#894 · 1,803 sh | 1,803 | $227.7K | 0.16% | New |
| 895 | MONETARY MANAGEMENT GROUP#895 · 1,800 sh | 1,800 | $227.4K | 0.05% | 0.0% |
| 896 | Pegasus Asset Management#896 · 1,800 sh | 1,800 | $227.4K | 0.06% | New |
| 897 | Summa#897 · 1,800 sh | 1,800 | $227.4K | 0.07% | New |
| 898 | Unified Investment Management#898 · 1,800 sh | 1,800 | $227.4K | — | New |
| 899 | Dynamic Advisor Solutions#899 · 1,791 sh | 1,791 | $226.2K | — | New |
| 900 | Wick Capital Partners#900 · 1,789 sh | 1,789 | $226.0K | 0.03% | New |
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.