Filing Research | IRM - IRON MTN INC DEL Institutional Holdings

Snapshot holdings

50 / 293 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	297.9KSH	$37.6M
2	Swedbank AB	Shares	287.1KSH	$36.3M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	286.4KSH	$36.2M
4	TECTONIC ADVISORS LLC	Shares	162.4KSH	$20.5M
5	Vert Asset Management LLC	Shares	154.4KSH	$19.5M
6	Brookstone Capital Management	Shares	146.6KSH	$18.5M
7	TCV Trust & Wealth Management, Inc.	Shares	139.7KSH	$17.6M
8	IFM Investors Pty Ltd	Shares	113.9KSH	$14.4M
9	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	112.8KSH	$14.3M
10	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	102.9KSH	$13.0M
11	Czech National Bank	Shares	84.7KSH	$10.7M
12	SALEM INVESTMENT COUNSELORS INC	Shares	77.2KSH	$9.7M
13	QRG CAPITAL MANAGEMENT, INC.	Shares	71.2KSH	$9.0M
14	Mirae Asset Global Investments Co., Ltd.	Shares	68.8KSH	$8.7M
15	PensionDanmark Pensionsforsikringsaktieselskab	Shares	68.5KSH	$8.6M
16	LEE DANNER & BASS INC	Shares	66.8KSH	$8.4M
17	WOODSTOCK CORP	Shares	65.1KSH	$8.2M
18	INTACT INVESTMENT MANAGEMENT INC.	Shares	61.7KSH	$7.8M
19	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	59.6KSH	$7.5M
20	Hennion & Walsh Asset Management, Inc.	Shares	56.3KSH	$7.1M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.8KSH	$6.9M
22	Werlinich Asset Management, LLC	Shares	52.0KSH	$6.6M
23	Fideuram Asset Management (Ireland) dac	Shares	43.9KSH	$5.7M
24	Police & Firemen's Retirement System of New Jersey	Shares	44.3KSH	$5.6M
25	D.A. DAVIDSON & CO.	Shares	38.7KSH	$4.9M
26	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	38.6KSH	$4.9M
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	38.3KSH	$4.8M
28	Trinity Legacy Partners, LLC	Shares	36.0KSH	$4.4M
29	EASTERLY INVESTMENT PARTNERS LLC	Shares	34.2KSH	$4.3M
30	Munich Reinsurance Co Stock Corp in Munich	Shares	32.7KSH	$4.1M
31	Gradient Investments LLC	Shares	29.6KSH	$3.7M
32	Avanza Fonder AB	Shares	28.7KSH	$3.6M
33	J.W. COLE ADVISORS, INC.	Shares	28.5KSH	$3.6M
34	Cyndeo Wealth Partners, LLC	Shares	28.0KSH	$3.5M
35	BURNEY CO/	Shares	27.2KSH	$3.4M
36	Merit Financial Group, LLC	Shares	26.7KSH	$3.4M
37	LANARK FINANCIAL, INC.	Shares	25.1KSH	$3.2M
38	PFG Investments, LLC	Shares	24.0KSH	$3.0M
39	Nepsis Inc.	Shares	22.0KSH	$2.8M
40	BENJAMIN EDWARDS INC	Shares	21.0KSH	$2.7M
41	ABN AMRO INVESTMENT SOLUTIONS	Shares	18.8KSH	$2.4M
42	Kentucky Trust Co	Shares	17.5KSH	$2.2M
43	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	17.3KSH	$2.2M
44	RFG Advisory, LLC	Shares	16.9KSH	$2.1M
45	CASCADE INVESTMENT GROUP, INC.	Shares	16.8KSH	$2.1M
46	HARTFORD INVESTMENT MANAGEMENT CO	Shares	16.4KSH	$2.1M
47	Crossmark Global Holdings, Inc.	Shares	16.0KSH	$2.0M
48	Royal Fund Management, LLC	Shares	15.5KSH	$2.0M
49	Louisiana State Employees Retirement System	Shares	15.2KSH	$1.9M
50	Trust Investment Advisors	Shares	15.1KSH	$1.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 307 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+283.3K	+$36.1M	$37.6M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+84.1K	+$15.5M	$36.2M
3	Swedbank AB added	Shares	+26.7K	+$9.7M	$36.3M
4	ADAMS DIVERSIFIED EQUITY FUND, INC. added	Shares	+22.1K	+$4.7M	$13.0M
5	Vert Asset Management LLC added	Shares	+8.0K	+$4.6M	$19.5M
6	Munich Reinsurance Co Stock Corp in Munich new	Shares	+32.7K	+$4.1M	$4.1M
7	IFM Investors Pty Ltd added	Shares	+8.3K	+$3.6M	$14.4M
8	TECTONIC ADVISORS LLC trimmed	Shares	-3.4K	+$3.6M	$20.5M
9	TCV Trust & Wealth Management, Inc. trimmed	Shares	-1.8K	+$3.2M	$17.6M
10	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+3.1K	+$3.0M	$14.3M
11	Fideuram Asset Management (Ireland) dac added	Shares	+14.9K	+$2.5M	$5.7M
12	Czech National Bank added	Shares	+4.1K	+$2.5M	$10.7M
13	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+7.4K	+$2.4M	$8.6M
14	QRG CAPITAL MANAGEMENT, INC. added	Shares	+6.3K	+$2.4M	$9.0M
15	Hennion & Walsh Asset Management, Inc. added	Shares	+5.3K	+$1.9M	$7.1M
16	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.5K	+$1.8M	$8.7M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.4K	+$1.8M	$6.9M
18	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-967	+$1.8M	$9.7M
19	LEE DANNER & BASS INC trimmed	Shares	-307	+$1.6M	$8.4M
20	WOODSTOCK CORP trimmed	Shares	-395	+$1.5M	$8.2M
21	Avanza Fonder AB added	Shares	+6.0K	+$1.3M	$3.6M
22	Union Bancaire Privee, UBP SA new	Shares	+13.4K	+$1.3M	$1.3M
23	Werlinich Asset Management, LLC unchanged	Shares	0	+$1.3M	$6.6M
24	Diversified Trust Co new	Shares	+9.5K	+$1.2M	$1.2M
25	Gradient Investments LLC added	Shares	+3.2K	+$1.0M	$3.7M
26	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-845	+$984.0K	$5.6M
27	D.A. DAVIDSON & CO. added	Shares	+227	+$958.8K	$4.9M
28	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+7.1K	+$955.9K	$1.2M
29	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+200	+$954.6K	$4.9M
30	Lee Financial Co new	Shares	+7.0K	+$879.1K	$879.1K
31	Merit Financial Group, LLC added	Shares	+1.7K	+$818.5K	$3.4M
32	Farther Finance Advisors, LLC added	Shares	+4.2K	+$794.4K	$1.9M
33	OFI INVEST ASSET MANAGEMENT added	Shares	+5.0K	+$784.1K	$1.7M
34	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+3.0K	+$763.5K	$2.4M
35	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.6K	+$758.0K	$4.8M
36	Radnor Capital Management, LLC new	Shares	+5.3K	+$666.8K	$666.8K
37	PFG Investments, LLC added	Shares	+477	+$630.0K	$3.0M
38	WealthBridge Capital Management, LLC added	Shares	+3.9K	+$595.7K	$1.0M
39	J.W. COLE ADVISORS, INC. trimmed	Shares	-956	+$591.0K	$3.6M
40	LANARK FINANCIAL, INC. trimmed	Shares	-337	+$572.0K	$3.2M
41	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. trimmed	Shares	-8.6K	+$558.7K	$7.5M
42	Monument Capital Management added	Shares	+3.6K	+$540.5K	$903.0K
43	Sequoia Financial Advisors, LLC added	Shares	+1.9K	+$498.4K	$1.6M
44	Trust Investment Advisors added	Shares	+1.2K	+$484.1K	$1.9M
45	Nepsis Inc. trimmed	Shares	-498	+$481.6K	$2.8M
46	Cyndeo Wealth Partners, LLC trimmed	Shares	-1.9K	+$481.4K	$3.5M
47	INTACT INVESTMENT MANAGEMENT INC. trimmed	Shares	-9.9K	+$480.1K	$7.8M
48	Tema ETFs LLC added	Shares	+1.2K	+$431.2K	$1.6M
49	BENJAMIN EDWARDS INC trimmed	Shares	-810	+$425.0K	$2.7M
50	Legacy Wealth Asset Management, LLC new	Shares	+3.2K	+$408.2K	$408.2K

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