Who holds ticker 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 · common stock · Q1 2026 · 10 members disclosed IRM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 787 holders are listed, largest first: 787
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $20.4B
holders whose share count rose or who opened the position (new + add), by shares: 425
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 61

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of IRM ranked by reported value, 1–25 of 787 holders
#	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

Show the top 500 of 787 holders

13F holders of IRM ranked by reported value, 26–500 of 787 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 787 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · IRM

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.