Who holds IRMticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

IRON MTN INC DEL · COM · quarter ended 2026-03-31 · 10 members disclosed IRM ↗

787

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$20.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

425

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of IRM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.4B	33,021,354	+101,696	add
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.6B	25,015,557	—	no prior
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	18,758,889	—	no prior
4	STATE STREET CORP	$1.8B	17,551,633	+662,835	add
5	FMR LLC	$764M	7,484,398	−499,906	trim
6	MORGAN STANLEY	$475M	4,652,247	+1,053,274	add
7	PRINCIPAL FINANCIAL GROUP INC	$466M	4,566,093	+358,497	add
8	DIMENSIONAL FUND ADVISORS LP	$465M	4,552,286	+122,927	add
9	NORTHERN TRUST CORP	$424M	4,150,486	−2,083	trim
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$410M	4,013,007	+132,732	add
11	Invesco Ltd.	$401M	3,921,521	−495,846	trim
12	Legal & General Group Plc	$320M	3,135,074	−221,346	trim
13	Daiwa Securities Group Inc.	$317M	3,107,440	−546,646	trim
14	DEUTSCHE BANK AG\	$316M	3,092,084	+550,092	add
15	PRUDENTIAL FINANCIAL INC	$247M	2,416,063	+105,582	add
16	Vontobel Holding Ltd.	$216M	2,116,877	+427,631	add
17	Nuveen, LLC	$211M	2,068,408	−59,523	trim
18	Capital World Investors	$191M	1,867,169	−250,000	trim
19	AQR CAPITAL MANAGEMENT LLC	$183M	1,846,073	+922,877	add
20	VANGUARD FIDUCIARY TRUST CO	$169M	1,652,888	—	no prior
21	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$161M	1,575,337	+1,575,337	new
22	Contour Asset Management LLC	$148M	1,444,823	−1,387,359	trim
23	ROYAL BANK OF CANADA	$144M	1,410,720	+124,849	add
24	BANK OF AMERICA CORP /DE/	$143M	1,399,375	−110,970	trim
25	HSBC HOLDINGS PLC	$130M	1,272,855	−838,695	trim
26	Amundi	$111M	1,091,574	−242,119	trim
27	SEI INVESTMENTS CO	$99.6M	974,792	−49,872	trim
28	Mitsubishi UFJ Asset Management Co., Ltd.	$92.8M	908,365	+68,799	add
29	Swiss National Bank	$88.6M	867,461	+58,200	add
30	Pictet Asset Management Holding SA	$88.2M	864,737	−1,431,228	trim
31	CIBC Bancorp USA Inc.	$84.6M	828,793	—	no prior
32	AMERICAN CENTURY COMPANIES INC	$83.3M	815,792	+419,899	add
33	UBS Group AG	$81.9M	801,430	+5,522	add
34	JANE STREET GROUP, LLC	$72.3M	707,441	+707,441	new
35	APG Asset Management US Inc.	$71.1M	703,912	+121,738	add
36	WELLS FARGO & COMPANY/MN	$67.3M	658,454	+21,182	add
37	WELCH & FORBES LLC	$66.6M	652,068	−4,296	trim
38	Vanguard Global Advisers, LLC	$66.2M	647,775	—	no prior
39	LPL Financial LLC	$63.5M	621,238	−13,561	trim
40	Epoch Investment Partners, Inc.	$63.0M	616,513	−13,341	trim
41	Universal- Beteiligungs- und Servicegesellschaft mbH	$60.3M	590,504	−34,940	trim
42	ADAGE CAPITAL PARTNERS GP, L.L.C.	$60.3M	590,052	−66,800	trim
43	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$59.9M	586,881	+586,881	new
44	NOMURA ASSET MANAGEMENT CO LTD	$57.5M	563,343	+18,860	add
45	WORLDQUANT MILLENNIUM ADVISORS LLC	$56.0M	548,049	+392,013	add
46	Asset Management One Co., Ltd.	$55.9M	547,474	−8,500	trim
47	BAMCO INC /NY/	$53.7M	525,270	+525,270	new
48	VANGUARD ASSET MANAGEMENT, Ltd	$51.6M	504,995	—	no prior
49	DigitalBridge Group, Inc.	$51.5M	504,021	+504,021	new
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$51.3M	502,460	−11,095	trim
51	Clark Capital Management Group, Inc.	$47.8M	468,365	+468,365	new
52	ALLIANCEBERNSTEIN L.P.	$46.9M	565,255	+20,445	add
53	National Pension Service	$43.9M	429,392	+429,392	new
54	BANK OF MONTREAL /CAN/	$41.5M	406,013	−30,332	trim
55	TEACHER RETIREMENT SYSTEM OF TEXAS	$40.3M	394,701	+60,730	add
56	Rockefeller Capital Management L.P.	$39.7M	389,140	−14,852	trim
57	Point72 Asset Management, L.P.	$38.6M	377,618	−412,886	trim
58	CITADEL ADVISORS LLC	$38.3M	374,954	−744,417	trim
59	MILLENNIUM MANAGEMENT LLC	$38.2M	374,463	−114,551	trim
60	Aberdeen Group plc	$37.9M	371,208	+6,319	add
61	WELLINGTON MANAGEMENT GROUP LLP	$35.5M	347,915	+243,788	add
62	Vanguard Investments Australia, Ltd.	$35.1M	343,334	—	no prior
63	Quantinno Capital Management LP	$32.9M	322,017	+154,910	add
64	CITIGROUP INC	$32.2M	315,634	−2,967	trim
65	Marble Harbor Investment Counsel, LLC	$30.7M	300,474	−13,546	trim
66	Ensign Peak Advisors, Inc	$30.4M	297,330	+222,713	add
67	RAYMOND JAMES FINANCIAL INC	$30.1M	295,133	−71,176	trim
68	MACQUARIE GROUP LTD	$27.6M	270,616	−22,376	trim
69	Apollo Management Holdings, L.P.	$27.1M	265,539	0	no change
70	AVIVA PLC	$26.9M	263,200	+7,075	add
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$26.8M	262,515	0	no change
72	Swedbank AB	$26.6M	260,330	−24,528	trim
73	Cetera Investment Advisers	$26.6M	260,039	+11,442	add
74	HEITMAN REAL ESTATE SECURITIES LLC	$26.5M	259,594	−230,954	trim
75	STIFEL FINANCIAL CORP	$26.1M	255,348	+28,114	add
76	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$25.7M	251,527	−244,233	trim
77	Schonfeld Strategic Advisors LLC	$25.4M	248,886	+39,586	add
78	Americana Partners, LLC	$24.9M	244,174	+2,825	add
79	VICTORY CAPITAL MANAGEMENT INC	$24.3M	238,190	+39,154	add
80	Retirement Systems of Alabama	$23.3M	227,803	−268	trim
81	BLAIR WILLIAM & CO/IL	$23.0M	225,249	−13,036	trim
82	ENVESTNET ASSET MANAGEMENT INC	$23.0M	224,847	+68,065	add
83	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$21.9M	214,886	+203,201	add
84	FEDERATED HERMES, INC.	$21.9M	214,126	+65,960	add
85	REAVES W H & CO INC	$21.8M	213,549	+159,649	add
86	Corient Private Wealth LLC	$21.7M	212,318	−261,263	trim
87	Focus Partners Wealth	$21.2M	207,531	−10,384	trim
88	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$20.7M	202,316	+37,605	add
89	Zurcher Kantonalbank (Zurich Cantonalbank)	$20.3M	198,799	+198,799	new
90	Hudson Bay Capital Management LP	$19.5M	190,884	+190,884	new
91	Brookstone Capital Management	$19.3M	188,929	−47,004	trim
92	TD ASSET MANAGEMENT INC	$18.5M	181,283	+863	add
93	TWO SIGMA INVESTMENTS, LP	$18.3M	179,202	−110,958	trim
94	STATE OF WISCONSIN INVESTMENT BOARD	$18.0M	176,520	+3,383	add
95	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$17.9M	175,653	+175,653	new
96	Resona Asset Management Co.,Ltd.	$17.8M	180,600	+9,418	add
97	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$17.7M	173,470	−6,406	trim
98	Moran Wealth Management, LLC	$17.7M	173,360	−21,780	trim
99	CIBC WORLD MARKET INC.	$17.2M	168,419	−39,617	trim
100	TECTONIC ADVISORS LLC	$16.9M	165,814	+3,037	add
101	SG Capital Management LLC	$16.7M	163,636	+163,636	new
102	COMMONWEALTH EQUITY SERVICES, LLC	$16.0M	156,662	−9,924	trim
103	FIL Ltd	$15.4M	150,734	+112,020	add
104	FRANKLIN RESOURCES INC	$15.1M	147,983	+20,990	add
105	Vert Asset Management LLC	$15.0M	146,406	+5,472	add
106	Chevy Chase Trust Holdings, LLC	$14.9M	145,742	−4,120	trim
107	ROYAL LONDON ASSET MANAGEMENT LTD	$14.6M	142,724	−679	trim
108	TCV Trust & Wealth Management, Inc.	$14.5M	141,537	−533	trim
109	BOOTHBAY FUND MANAGEMENT, LLC	$14.4M	141,437	+141,437	new
110	Sanctuary Advisors, LLC	$14.1M	138,123	+493	add
111	Sargent Investment Group, LLC	$13.7M	134,587	−507	trim
112	Cander Asset Management LP	$13.6M	133,253	−69,485	trim
113	Creative Planning	$13.4M	131,680	+5,591	add
114	APG Asset Management N.V.	$13.4M	150,916	−3,265	trim
115	TORONTO DOMINION BANK	$13.2M	129,425	−43,881	trim
116	Mutual Advisors, LLC	$13.2M	129,055	+6,222	add
117	Mariner, LLC	$13.2M	129,019	+65,684	add
118	BALYASNY ASSET MANAGEMENT L.P.	$13.1M	128,692	−78,117	trim
119	BNP Paribas Asset Management Holding S.A.	$13.1M	128,035	−42,300	trim
120	Intrinsic Edge Capital Management LLC	$12.4M	121,728	−57,745	trim
121	Korea Investment CORP	$12.3M	120,047	−5,249	trim
122	Walleye Capital LLC	$12.2M	119,864	+119,864	new
123	Tredje AP-fonden	$12.2M	119,812	+89,731	add
124	STOREBRAND ASSET MANAGEMENT AS	$12.2M	119,563	—	no prior
125	B&I Capital AG	$11.9M	116,467	+1,747	add
126	Nippon Life Global Investors Americas, Inc.	$11.6M	112,860	+4,430	add
127	OSAIC HOLDINGS, INC.	$11.3M	110,503	−12,913	trim
128	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.2M	109,722	+7,106	add
129	HighTower Advisors, LLC	$10.8M	105,660	+299	add
130	IFM Investors Pty Ltd	$10.8M	105,601	+1,981	add
131	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.4M	102,080	+19,885	add
132	IEQ CAPITAL, LLC	$10.4M	101,890	+38,826	add
133	Kestra Advisory Services, LLC	$10.3M	101,327	+231	add
134	NEOS Investment Management LLC	$10.3M	101,062	+836	add
135	CREDIT AGRICOLE S A	$10.3M	101,026	−9,894	trim
136	Lansforsakringar Fondforvaltning AB (publ)	$10.2M	100,257	+503	add
137	BANK OF NOVA SCOTIA	$10.2M	99,824	+21,213	add
138	State of New Jersey Common Pension Fund D	$10.2M	99,442	+1,304	add
139	NATIONAL BANK OF CANADA /FI/	$9.7M	95,133	−53,368	trim
140	MERCER GLOBAL ADVISORS INC /ADV	$9.4M	92,369	+16,689	add
141	UniSuper Management Pty Ltd	$9.4M	91,908	−3,165	trim
142	Cerity Partners LLC	$9.1M	89,510	+41,498	add
143	Eurizon Capital SGR S.p.A.	$9.1M	89,615	+15,524	add
144	Varma Mutual Pension Insurance Co	$8.9M	86,938	0	no change
145	Private Advisor Group, LLC	$8.7M	85,309	−1,001	trim
146	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.7M	84,739	+1,862	add
147	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.6M	84,193	+8,946	add
148	Chicago Capital, LLC	$8.6M	83,951	+789	add
149	Squarepoint Ops LLC	$8.3M	81,640	+42,818	add
150	M&T BANK CORP	$8.3M	81,486	−2,065	trim
151	Qube Research & Technologies Ltd	$8.3M	81,478	+81,478	new
152	Czech National Bank	$8.2M	80,569	+2,627	add
153	Arizona State Retirement System	$8.2M	80,363	−687	trim
154	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.2M	79,921	+28,595	add
155	SALEM INVESTMENT COUNSELORS INC	$8.0M	78,121	+643	add
156	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.9M	77,246	−100	trim
157	Allworth Financial LP	$7.8M	76,346	−1,481	trim
158	&PARTNERS	$7.5M	73,354	−17	trim
159	CIBC Asset Management Inc	$7.4M	71,980	+79	add
160	NORDEA INVESTMENT MANAGEMENT AB	$7.3M	72,955	+5,027	add
161	INTACT INVESTMENT MANAGEMENT INC.	$7.3M	71,600	0	no change
162	Wealthfront Advisers LLC	$7.1M	69,793	+2,354	add
163	SEB Asset Management AB	$7.1M	69,230	—	no prior
164	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	$7.0M	68,289	−16,474	trim
165	MML INVESTORS SERVICES, LLC	$6.9M	67,744	+2,577	add
166	Mirae Asset Global Investments Co., Ltd.	$6.9M	67,300	+5,389	add
167	USS Investment Management Ltd	$6.8M	66,744	+2,172	add
168	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.8M	66,680	+739	add
169	Engineers Gate Manager LP	$6.8M	66,394	−93,088	trim
170	QRG CAPITAL MANAGEMENT, INC.	$6.6M	64,952	+14,031	add
171	PFA Pension, Forsikringsaktieselskab	$6.5M	63,697	+63,697	new
172	ASR Vermogensbeheer N.V.	$6.3M	61,925	+1,166	add
173	Swiss Life Asset Management Ltd	$6.2M	60,611	−737	trim
174	PEAK6 LLC	$6.2M	60,388	+49,754	add
175	EASTERLY INVESTMENT PARTNERS LLC	$6.1M	61,996	−11,520	trim
176	VOYA INVESTMENT MANAGEMENT LLC	$5.9M	58,235	−115	trim
177	Osmosis Investment Management UK Ltd	$5.9M	57,710	+40,180	add
178	Woodline Partners LP	$5.9M	57,860	+7,507	add
179	XPONANCE LLC	$5.7M	55,989	+7,095	add
180	Allspring Global Investments Holdings, LLC	$5.7M	56,453	+22,562	add
181	FIRST TRUST ADVISORS LP	$5.7M	55,694	+2,011	add
182	Federation des caisses Desjardins du Quebec	$5.6M	54,898	+4,811	add
183	ProShare Advisors LLC	$5.6M	54,548	−12,000	trim
184	Candriam S.C.A.	$5.5M	53,827	−7,316	trim
185	Oak Thistle LLC	$5.5M	53,641	+53,641	new
186	CWM, LLC	$5.5M	53,578	+31,967	add
187	Werlinich Asset Management, LLC	$5.3M	51,982	+75	add
188	New Age Alpha Advisors, LLC	$5.3M	51,587	−18,304	trim
189	Hennion & Walsh Asset Management, Inc.	$5.2M	51,046	−4,718	trim
190	FIRST NATIONAL TRUST CO	$5.2M	50,618	−645	trim
191	Advisors Asset Management, Inc.	$5.1M	50,399	+1,534	add
192	NIA IMPACT ADVISORS, LLC	$5.1M	49,872	−2,102	trim
193	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.1M	53,411	−1,173	trim
194	Vanguard Personalized Indexing Management, LLC	$5.1M	49,490	+5,348	add
195	Utah Retirement Systems	$4.9M	47,687	−792	trim
196	RB Capital Management, LLC	$4.8M	47,363	+147	add
197	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.7M	45,599	+13,151	add
198	Steward Partners Investment Advisory, LLC	$4.6M	44,785	+1,910	add
199	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.5M	44,193	+1,135	add
200	Trinity Legacy Partners, LLC	$4.4M	38,864	−642	trim
201	Baird Financial Group, Inc.	$4.4M	42,707	+42,707	new
202	Venture Visionary Partners LLC	$4.3M	42,173	+6,411	add
203	Rakuten Investment Management, Inc.	$4.3M	43,893	+5,019	add
204	NewEdge Advisors, LLC	$4.3M	41,818	+41,818	new
205	Moors & Cabot, Inc.	$4.2M	41,277	−1,152	trim
206	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.2M	40,739	−11,530	trim
207	HOLDERNESS INVESTMENTS CO	$4.1M	40,339	−385	trim
208	Gotham Asset Management, LLC	$4.1M	39,732	+1,185	add
209	REGIONS FINANCIAL CORP	$4.0M	39,516	−175,126	trim
210	Ranch Capital Advisors Inc.	$4.0M	39,233	+1,594	add
211	WealthTrust Axiom LLC	$4.0M	39,384	+37	add
212	D.A. DAVIDSON & CO.	$3.9M	38,481	+5,832	add
213	American Trust Investment Advisors, LLC	$3.8M	37,146	+522	add
214	ING GROEP NV	$3.7M	36,276	+36,276	new
215	Pathstone Holdings, LLC	$3.7M	36,209	+1,439	add
216	Waverly Advisors, LLC	$3.7M	36,018	+1,596	add
217	MACKENZIE FINANCIAL CORP	$3.6M	35,592	+2,841	add
218	TRUIST FINANCIAL CORP	$3.5M	34,031	−2,913	trim
219	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.5M	33,889	+33,889	new
220	Y-Intercept (Hong Kong) Ltd	$3.4M	33,654	+9,382	add
221	Janus Henderson Group Ltd.	$3.4M	33,266	−4,766	trim
222	Andra AP-fonden	$3.2M	31,552	−169,748	trim
223	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.2M	31,465	−272	trim
224	Norinchukin Bank, The	$3.2M	31,441	−370	trim
225	Fideuram Asset Management (Ireland) dac	$3.2M	28,988	+28,891	add
226	OP Asset Management Ltd	$3.1M	30,698	—	no prior
227	Siemens Fonds Invest GmbH	$3.1M	30,654	+2,284	add
228	BURNEY CO/	$3.1M	30,068	−16,579	trim
229	Cyndeo Wealth Partners, LLC	$3.1M	29,951	+101	add
230	J.W. COLE ADVISORS, INC.	$3.0M	29,450	−1,407	trim
231	Rafferty Asset Management, LLC	$3.0M	29,108	−9,111	trim
232	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.9M	28,284	−7,592	trim
233	US BANCORP \DE\	$2.8M	27,280	+2,853	add
234	Sage Capital Management, LLC	$2.7M	26,692	−518	trim
235	Gradient Investments LLC	$2.7M	26,439	+26,439	new
236	Independent Advisor Alliance	$2.6M	25,787	−980	trim
237	XTX Topco Ltd	$2.6M	25,465	+25,465	new
238	Meridian Wealth Advisors, LLC	$2.6M	25,399	+5,085	add
239	Merit Financial Group, LLC	$2.6M	25,033	+4,363	add
240	Vectors Research Management, LLC	$2.5M	24,565	−13,060	trim
241	Tidal Investments LLC	$2.5M	24,263	+10,521	add
242	Jain Global LLC	$2.5M	24,108	+24,108	new
243	PFG Investments, LLC	$2.4M	23,569	−1,737	trim
244	CORRADO ADVISORS, LLC	$2.4M	23,483	+3,627	add
245	WESTPAC BANKING CORP	$2.4M	23,311	−59	trim
246	Susquehanna Portfolio Strategies, LLC	$2.4M	23,278	+23,278	new
247	Capital Investment Advisors, LLC	$2.4M	23,174	+100	add
248	Empowered Funds, LLC	$2.4M	23,082	+15,357	add
249	FIFTH THIRD BANCORP	$2.3M	22,940	+150	add
250	Avanza Fonder AB	$2.3M	22,699	0	no change
251	Nepsis Inc.	$2.3M	22,530	−558	trim
252	Allianz Asset Management GmbH	$2.3M	22,278	−13,086	trim
253	INTECH INVESTMENT MANAGEMENT LLC	$2.3M	22,268	−71,948	trim
254	Naviter Wealth, LLC	$2.3M	21,964	+2,170	add
255	GeoWealth Management, LLC	$2.3M	22,144	+1,748	add
256	BROWN ADVISORY INC	$2.2M	21,830	+5,811	add
257	BENJAMIN EDWARDS INC	$2.2M	21,816	−566	trim
258	Pasadena Private Wealth, LLC	$2.2M	21,610	−1,954	trim
259	KCM INVESTMENT ADVISORS LLC	$2.2M	21,311	+1	add
260	MASTERINVEST Kapitalanlage GmbH	$2.2M	21,228	+1,511	add
261	Investment Management Corp of Ontario	$2.2M	21,135	−3,854	trim
262	Lido Advisors, LLC	$2.1M	20,708	−507	trim
263	FIDUCIARY TRUST CO	$2.1M	20,316	−922	trim
264	MAI Capital Management	$2.1M	20,234	+2,944	add
265	Edgestream Partners, L.P.	$2.0M	20,057	+20,057	new
266	OPPENHEIMER ASSET MANAGEMENT INC.	$2.0M	19,458	−274	trim
267	NewEdge Wealth, LLC	$2.0M	19,365	+5,663	add
268	GABLES CAPITAL MANAGEMENT INC.	$2.0M	19,342	−950	trim
269	GRS Advisors, LLC	$2.0M	19,231	+19,231	new
270	HORIZON KINETICS ASSET MANAGEMENT LLC	$1.9M	18,405	0	no change
271	COURIER CAPITAL LLC	$1.8M	18,021	−9,589	trim
272	WOLVERINE ASSET MANAGEMENT LLC	$1.8M	17,932	−5,900	trim
273	MIZUHO SECURITIES USA LLC	$1.8M	17,885	−3,638	trim
274	CASCADE INVESTMENT GROUP, INC.	$1.8M	17,781	−1,450	trim
275	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	$1.8M	17,472	+477	add
276	Summit Trail Advisors, LLC	$1.8M	17,438	+2,457	add
277	TWINBEECH CAPITAL LP	$1.8M	17,400	−28,500	trim
278	RFG Advisory, LLC	$1.7M	16,998	−1,533	trim
279	Claro Advisors Inc.	$1.7M	16,739	+224	add
280	DRW Securities, LLC	$1.7M	16,414	+11,807	add
281	COMMERCE BANK	$1.7M	16,393	+209	add
282	World Investment Advisors	$1.7M	16,285	+2,405	add
283	Snowden Capital Advisors LLC	$1.6M	15,834	+1,105	add
284	Community Bank of Raymore	$1.6M	15,871	+630	add
285	Crossmark Global Holdings, Inc.	$1.6M	15,818	—	no prior
286	ABN AMRO INVESTMENT SOLUTIONS	$1.6M	15,813	−404	trim
287	Royal Fund Management, LLC	$1.6M	15,649	−30,381	trim
288	HB Wealth Management, LLC	$1.6M	15,406	+3,579	add
289	KING LUTHER CAPITAL MANAGEMENT CORP	$1.6M	15,302	−627	trim
290	DoubleLine ETF Adviser LP	$1.6M	15,281	−3,794	trim
291	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.5M	15,153	+15,153	new
292	Havemeyer Place LP	$1.5M	15,077	+5,689	add
293	One Charles Private Wealth Services, LLC	$1.5M	14,975	−199	trim
294	SIMPLEX TRADING, LLC	$1.5M	14,800	+12,443	add
295	Carnegie Investment Counsel	$1.5M	14,755	+10,000	add
296	Maryland State Retirement & Pension System	$1.5M	14,703	+444	add
297	Kessler Investment Group, LLC	$1.5M	14,657	+2,954	add
298	Robeco Institutional Asset Management B.V.	$1.5M	14,603	−1,094	trim
299	FOX RUN MANAGEMENT, L.L.C.	$1.4M	14,738	+14,738	new
300	Trust Investment Advisors	$1.4M	13,955	−3,356	trim
301	Texas Yale Capital Corp.	$1.4M	13,505	0	no change
302	OMERS ADMINISTRATION Corp	$1.4M	13,362	+2,887	add
303	PRINCIPAL SECURITIES, INC.	$1.3M	13,179	+7,367	add
304	OSSIAM	$1.3M	13,154	+505	add
305	Walleye Trading LLC	$1.3M	12,980	+12,980	new
306	ROMAN BUTLER FULLERTON & CO	$1.3M	12,330	−52	trim
307	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	12,867	+833	add
308	Dai-ichi Life Insurance Company, Ltd	$1.3M	12,754	−335	trim
309	CHOREO, LLC	$1.3M	12,624	+824	add
310	WIREGRASS INVESTMENT MANAGEMENT LLC	$1.3M	12,728	+444	add
311	Comprehensive Money Management Services LLC	$1.3M	12,540	+180	add
312	HM PAYSON & CO	$1.3M	12,526	0	no change
313	REIK & CO., LLC	$1.3M	12,480	0	no change
314	Banque Cantonale Vaudoise	$1.3M	12,356	+1,544	add
315	LDR Capital Management LLC	$1.3M	12,344	−2,816	trim
316	Chicago Partners Investment Group LLC	$1.3M	10,693	+4,377	add
317	Chesley Taft & Associates LLC	$1.2M	12,237	−500	trim
318	Widmann Financial Services, Inc.	$1.2M	12,125	+15	add
319	MUFG Securities EMEA plc	$1.2M	12,122	0	no change
320	Bleakley Financial Group, LLC	$1.2M	12,119	+716	add
321	Assenagon Asset Management S.A.	$1.2M	12,050	−152	trim
322	Focus Financial Network, Inc.	$1.2M	11,923	−1,278	trim
323	Metis Global Partners, LLC	$1.2M	11,942	−1,588	trim
324	Dana Investment Advisors, Inc.	$1.2M	11,836	−35,301	trim
325	TEMA ETFS LLC	$1.2M	11,780	−8,319	trim
326	F/m Investments LLC	$1.2M	11,275	−10,745	trim
327	Verdence Capital Advisors LLC	$1.2M	11,273	−518	trim
328	Beacon Pointe Advisors, LLC	$1.1M	11,217	+4,246	add
329	MOODY NATIONAL BANK TRUST DIVISION	$1.1M	11,210	+398	add
330	Savant Capital, LLC	$1.1M	11,160	+2,211	add
331	Kintegral Advisory, LLC	$1.1M	11,038	−490	trim
332	LEVEL FOUR ADVISORY SERVICES, LLC	$1.1M	11,094	+51	add
333	Retirement Planning Co of New England, Inc.	$1.1M	11,048	−260	trim
334	Glenview Trust Co	$1.1M	11,016	+16	add
335	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.1M	10,976	+546	add
336	Compound Planning, Inc.	$1.1M	10,967	+1,949	add
337	Guardian Asset Advisors, LLC	$1.1M	10,911	+686	add
338	Vident Advisory, LLC	$1.1M	10,782	+2,260	add
339	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.1M	10,726	+8,646	add
340	Truvestments Capital LLC	$1.1M	10,694	−415	trim
341	Beacon Financial Advisory LLC	$1.1M	10,621	+78	add
342	J.M. Arbour, LLC	$1.1M	10,601	−259	trim
343	TD Waterhouse Canada Inc.	$1.1M	10,610	+5,855	add
344	Sequoia Financial Advisors, LLC	$1.1M	10,464	+1,191	add
345	MITCHELL MCLEOD PUGH & WILLIAMS INC	$1.0M	10,200	0	no change
346	Smith Group Asset Management, LLC	$1.0M	10,000	0	no change
347	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.0M	9,839	+9,839	new
348	Emerald Investment Advisers, LLC	$1.0M	9,818	—	no prior
349	Apollon Wealth Management, LLC	$991K	9,700	−49	trim
350	Wealthcare Advisory Partners LLC	$990K	9,693	−1,816	trim
351	DIVERSIFY WEALTH MANAGEMENT, LLC	$987K	8,615	+5,915	add
352	NOMURA HOLDINGS INC	$986K	9,655	−5,176	trim
353	ATWOOD & PALMER INC	$968K	9,476	+12	add
354	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$967K	9,465	+20	add
355	DAVENPORT & Co LLC	$965K	9,465	−14	trim
356	Ullmann Wealth Partners Group, LLC	$964K	9,439	+83	add
357	BEACON INVESTMENT ADVISORS LLC	$959K	9,388	−182	trim
358	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$958K	9,386	−64,438	trim
359	DENALI ADVISORS LLC	$956K	9,358	+37	add
360	Redhawk Wealth Advisors, Inc.	$954K	9,344	−96	trim
361	Mechanics Bank Trust Department	$947K	9,273	+444	add
362	Capital Investment Advisory Services, LLC	$943K	9,234	−405	trim
363	ODDO BHF ASSET MANAGEMENT SAS	$938K	9,183	−881	trim
364	INDEPENDENT FINANCIAL GROUP, LLC	$934K	9,145	—	no prior
365	EP Wealth Advisors, LLC	$931K	9,113	−2,750	trim
366	Orion Porfolio Solutions, LLC	$923K	9,034	−550	trim
367	Founders Financial Alliance, LLC	$921K	9,019	+42	add
368	Advisors Capital Management, LLC	$918K	8,992	−322	trim
369	Callan Family Office, LLC	$893K	8,743	+121	add
370	OFI INVEST ASSET MANAGEMENT	$891K	8,724	+5,280	add
371	VERUS CAPITAL PARTNERS, LLC	$889K	8,701	−1,575	trim
372	Brooklyn Investment Group	$886K	8,679	+3,692	add
373	Ascent Group, LLC	$884K	8,652	+1,024	add
374	Atlantic Union Bankshares Corp	$881K	8,628	−641	trim
375	Herold Advisors, Inc.	$868K	8,500	−150	trim
376	Future Financial Wealth Managment LLC	$868K	7,646	−410	trim
377	North Dakota State Investment Board	$866K	8,480	−1,579	trim
378	Trivium Point Advisory, LLC	$851K	8,329	+681	add
379	RIK SAYLOR FINANCIAL, INC.	$836K	8,180	+14	add
380	Strait & Sound Wealth Management LLC	$831K	8,136	+9	add
381	NATIXIS	$829K	8,120	−5,252	trim
382	Cresset Asset Management, LLC	$816K	7,925	+1,214	add
383	Colonial River Investments, LLC	$816K	7,987	−99	trim
384	BAILARD, INC.	$811K	7,942	0	no change
385	SECURIAN ASSET MANAGEMENT, INC	$811K	7,937	−100	trim
386	EntryPoint Capital, LLC	$799K	7,819	−2,684	trim
387	COLDSTREAM CAPITAL MANAGEMENT INC	$787K	7,705	+388	add
388	MGO ONE SEVEN LLC	$767K	7,510	+341	add
389	Prospera Financial Services Inc	$766K	7,495	−135	trim
390	PRINCETON CAPITAL MANAGEMENT LLC	$756K	7,401	0	no change
391	GTS SECURITIES LLC	$749K	7,330	+4,211	add
392	Larson Financial Group LLC	$745K	7,290	+5,338	add
393	TBH Global Asset Management, LLC	$722K	7,070	−48	trim
394	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$715K	7,004	−7	trim
395	Fiduciary Group, LLC	$715K	7,000	0	no change
396	Checchi Capital Advisers, LLC	$713K	6,980	+467	add
397	Badgley Phelps Wealth Managers, LLC	$707K	6,926	−169	trim
398	Avior Wealth Management, LLC	$704K	6,889	+6,889	new
399	EVERGREEN CAPITAL MANAGEMENT LLC	$702K	6,870	+1,035	add
400	Focus Partners Advisor Solutions, LLC	$686K	6,716	+6,716	new
401	QUADRANT CAPITAL GROUP LLC	$672K	6,576	+503	add
402	Concurrent Investment Advisors, LLC	$664K	6,504	−907	trim
403	Summit Financial, LLC	$657K	6,380	−300	trim
404	Kingsview Wealth Management, LLC	$656K	6,426	+1,331	add
405	Aprio Wealth Management, LLC	$652K	6,379	+994	add
406	Gerber Kawasaki Wealth & Investment Management	$650K	6,364	+72	add
407	AIGEN INVESTMENT MANAGEMENT, LP	$639K	6,255	+6,255	new
408	Ascentis Independent Advisors	$632K	6,187	−154	trim
409	Essex Financial Services, Inc.	$630K	6,170	+62	add
410	SIGNATUREFD, LLC	$625K	6,120	+515	add
411	FIDELIS CAPITAL PARTNERS, LLC	$624K	6,111	+560	add
412	SHEETS SMITH WEALTH MANAGEMENT	$615K	6,025	+37	add
413	Cardinal Point Capital Management ULC	$608K	5,905	−1,705	trim
414	Columbia Asset Management	$604K	5,912	−480	trim
415	Machina Capital S.A.S.	$604K	5,910	+5,910	new
416	Pinnacle Family Advisors, LLC	$601K	5,880	+31	add
417	West Wealth Group, LLC	$599K	5,865	+15	add
418	Ballentine Partners, LLC	$597K	5,843	−713	trim
419	OPPENHEIMER & CO INC	$587K	5,746	−19	trim
420	AE Wealth Management LLC	$562K	5,506	−2,739	trim
421	Simplicity Wealth,LLC	$561K	5,497	+203	add
422	Ameritas Advisory Services, LLC	$557K	5,458	+1,672	add
423	HUB Investment Partners, LLC	$534K	5,230	−1,243	trim
424	Valued Retirements, Inc.	$530K	5,190	0	no change
425	Destination Wealth Management	$530K	5,186	+1,904	add
426	M&G Plc	$530K	5,193	+230	add
427	HANCOCK WHITNEY CORP	$529K	4,202	−259	trim
428	GROUP ONE TRADING LLC	$526K	5,151	−1,143	trim
429	Spire Wealth Management	$525K	5,138	−6,335	trim
430	ATALANTA SOSNOFF CAPITAL, LLC	$518K	5,072	+7	add
431	PRUDENTIAL PLC	$517K	5,066	0	no change
432	NorthStar Asset Management LLC /NJ/	$512K	5,015	0	no change
433	U.S. Capital Wealth Advisors, LLC	$510K	4,991	+196	add
434	Linscomb Wealth, Inc.	$506K	4,954	+197	add
435	Kapstone Financial Advisors LLC	$506K	4,952	−143	trim
436	Performance Wealth Partners, LLC	$505K	4,941	+2	add
437	LBP AM SA	$498K	4,874	−130,042	trim
438	Cornerstone Wealth Group, LLC	$495K	4,198	+184	add
439	DAYMARK WEALTH PARTNERS, LLC	$491K	4,806	+2,104	add
440	Smith Asset Management Co., LLC	$486K	4,756	−165	trim
441	OneDigital Investment Advisors LLC	$484K	4,738	−756	trim
442	GUGGENHEIM CAPITAL LLC	$482K	4,715	−1,689	trim
443	Bridgewater Associates, LP	$479K	4,694	+4,694	new
444	High Net Worth Advisory Group LLC	$479K	4,692	0	no change
445	JB Capital LLC	$473K	4,626	−45	trim
446	Curi Capital, LLC	$469K	4,567	−242	trim
447	Clearstead Advisors, LLC	$468K	4,578	+2,811	add
448	Wilmington Savings Fund Society, FSB	$460K	4,503	0	no change
449	Krilogy Financial LLC	$457K	3,885	+577	add
450	ASSETMARK, INC	$451K	4,413	+73	add
451	Measured Wealth Private Client Group, LLC	$446K	4,366	−2,159	trim
452	Wealthspire Advisors, LLC	$438K	4,284	+4,284	new
453	BCO Wealth Management LLC	$437K	4,275	0	no change
454	Advisory Advocates, LLC	$434K	4,250	—	no prior
455	FIDUCIARY FAMILY OFFICE, LLC	$433K	4,236	−126	trim
456	Stratos Wealth Partners, LTD.	$428K	4,187	−972	trim
457	HOWLAND CAPITAL MANAGEMENT LLC	$425K	4,147	−27	trim
458	NorthCrest Asset Manangement, LLC	$425K	4,113	−92	trim
459	Cornerstone Wealth Management, LLC	$424K	4,151	+31	add
460	WealthBridge Capital Management, LLC	$422K	4,130	−161	trim
461	Sivia Capital Partners, LLC	$420K	4,109	+658	add
462	WADDELL & ASSOCIATES, LLC	$420K	4,108	+4,108	new
463	Disciplined Equity Management, Inc.	$417K	4,085	0	no change
464	Advisory Alpha, LLC	$416K	4,076	+4,076	new
465	Alliance Wealth Advisors, LLC /UT	$416K	4,073	−13	trim
466	INTEGRITY ALLIANCE, LLC.	$415K	4,067	−478	trim
467	Axis Wealth Partners, LLC	$413K	4,047	+16	add
468	Csenge Advisory Group	$412K	4,037	+1,495	add
469	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$412K	4,083	−76	trim
470	Gateway Wealth Partners, LLC	$410K	4,017	+4,017	new
471	Arax Advisory Partners	$408K	3,985	−639	trim
472	FLAGSHIP HARBOR ADVISORS, LLC	$407K	3,987	+3,987	new
473	Beverly Hills Private Wealth, LLC	$404K	3,956	−11	trim
474	KEYBANK NATIONAL ASSOCIATION/OH	$402K	3,938	+1,243	add
475	PROFUND ADVISORS LLC	$399K	3,910	−1,177	trim
476	ARMSTRONG ADVISORY GROUP, INC	$398K	3,894	−441	trim
477	CFO CAPITAL MANAGEMENT LLC	$396K	3,874	−1,165	trim
478	Ledgewood Wealth Advisors, LLC	$389K	3,806	0	no change
479	Wedmont Private Capital	$389K	3,634	+286	add
480	Sculati Wealth Management, LLC	$388K	3,795	0	no change
481	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$386K	3,780	+3,780	new
482	Armor Investment Advisors, LLC	$385K	3,773	0	no change
483	Perigon Wealth Management, LLC	$383K	3,748	+451	add
484	Meeder Advisory Services, Inc.	$382K	3,741	+107	add
485	Equitable Holdings, Inc.	$381K	4,551	+750	add
486	Signal Advisors Wealth, LLC	$381K	3,735	−288	trim
487	Ausdal Financial Partners, Inc.	$379K	3,709	+113	add
488	Significant Wealth Partners LLC	$377K	3,693	+3,693	new
489	SAGESPRING WEALTH PARTNERS, LLC	$376K	3,686	+241	add
490	AIRE ADVISORS, LLC	$372K	3,642	+50	add
491	STEPHENS INC /AR/	$372K	3,639	−206	trim
492	Dakota Wealth Management	$370K	3,621	+1	add
493	Three Magnolias Financial Advisors, LLC	$368K	3,600	0	no change
494	Teamwork Financial Advisors, LLC	$366K	3,580	−873	trim
495	Composition Wealth, LLC	$366K	3,579	+233	add
496	Koshinski Asset Management, Inc.	$366K	3,579	−484	trim
497	GATEWAY INVESTMENT ADVISERS LLC	$363K	3,557	+3,557	new
498	Monument Capital Management	$363K	3,549	+4	add
499	Prestige Wealth Management Group LLC	$361K	3,537	+3,389	add
500	PANAGORA ASSET MANAGEMENT INC	$360K	3,524	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · IRM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $4.5M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · IRON MTN INC DEL

Merged timeline of congressional filings and notable-manager moves on IRM
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+1,185 sh
2026-05-15	Bridgewater Associates 13F	new	+4,694 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed IRM — the congressional view ↗