Iron Mountain Inc
IRM- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001020569
In the last 90 days, Iron Mountain Inc insiders filed 0 open-market purchases and 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Iron Mountain Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 687
- +60 vs. Q1 2021
- Shares held
- 229.0M
- +3.86M (+1.7%) vs. Q1 2021
- Total value
- $9.70B
- +$1.37B (+16.4%) vs. Q1 2021
- New holders
- 112
- 253 more added
- Sold out
- 52
- 218 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,173 | $32.4B |
| Q1 2026 | 1,090 | $25.9B |
| Q4 2025 | 1,011 | $21.4B |
| Q3 2025 | 1,017 | $25.5B |
| Q2 2025 | 1,045 | $25.5B |
| Q1 2025 | 995 | $21.1B |
| Q4 2024 | 1,067 | $24.9B |
| Q3 2024 | 1,056 | $28.8B |
| Q2 2024 | 967 | $22.2B |
| Q1 2024 | 938 | $19.0B |
| Q4 2023 | 891 | $16.4B |
| Q3 2023 | 831 | $13.7B |
| Q2 2023 | 817 | $12.9B |
| Q1 2023 | 790 | $12.0B |
| Q4 2022 | 782 | $11.4B |
| Q3 2022 | 743 | $10.0B |
| Q2 2022 | 767 | $10.9B |
| Q1 2022 | 777 | $12.4B |
| Q4 2021 | 754 | $12.0B |
| Q3 2021 | 711 | $9.94B |
| Q2 2021 | 687 | $9.70B |
| Q1 2021 | 630 | $8.44B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,524 | $36 | 0.00% | +1,488+4,133.3% | Added |
| Optimum Investment Advisors | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| C M Bidwell & Associates Ltd | 27 | $1.00K | 0.00% | +27 | New |
| MV Capital Management, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Sutton Wealth Advisors Inc. | 38 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $1.65K | 0.00% | −502−92.8% | Reduced |
| Sandy Spring Bank | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $2.00K | 0.00% | +58 | New |
| Stonebridge Capital Advisors LLC | 36 | $2.00K | 0.00% | +36 | New |
| Zions Bancorporation, N.A. | 77 | $3.00K | 0.00% | −4−4.9% | Reduced |
| First Horizon Corp | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 68 | $3.00K | 0.00% | +57+518.2% | Added |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | −50−33.3% | Reduced |
| FormulaFolio Investments, LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 94 | $4.00K | 0.00% | +1+1.1% | Added |
| Tradewinds Capital Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Lake Point Wealth Management | 100 | $4.00K | 0.00% | +100 | New |
| Hoese & Co LLP | 100 | $4.00K | 0.00% | +100 | New |
| Assetmark, Inc | 127 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 123 | $5.00K | 0.00% | +2+1.7% | Added |
| Heritage Wealth Management, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $5.00K | 0.00% | +70+101.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 152 | $6.00K | 0.00% | +1+0.7% | Added |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 150 | $6.00K | 0.00% | +150 | New |
| Prestige Wealth Management Group LLC | 172 | $7.00K | 0.00% | −340−66.4% | Reduced |
| Farmers & Merchants Investments Inc | 155 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 199 | $8.00K | 0.00% | +4+2.1% | Added |
| JFS Wealth Advisors, LLC | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 212 | $9.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 224 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 263 | $11.0K | 0.00% | +263 | New |
| Harbor Investment Advisory, LLC | 272 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 311 | $13.0K | 0.00% | +17+5.8% | Added |
| IAG Wealth Partners, LLC | 295 | $13.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 310 | $13.3K | 0.01% | +310 | New |
| Whittier Trust Co of Nevada Inc | 329 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 329 | $14.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 336 | $14.0K | 0.00% | +132+64.7% | Added |
| Eagle Bay Advisors LLC | 301 | $14.0K | 0.01% | +301 | New |
| D'Orazio & Associates, Inc. | 356 | $15.0K | 0.00% | −301−45.8% | Reduced |
| Piscataqua Savings Bank | 353 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 355 | $15.0K | 0.00% | +100+39.2% | Added |
| Neo Ivy Capital Management | 345 | $15.0K | 0.02% | +345 | New |
| Atlas Private Wealth Advisors | 350 | $15.0K | 0.01% | +350 | New |
| Quadrant Capital Group LLC | 388 | $16.0K | 0.00% | −279−41.8% | Reduced |
| Central Trust Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 399 | $16.0K | 0.01% | +399 | New |
| AlphaMark Advisors, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 414 | $18.0K | 0.00% | +7+1.7% | Added |
| Savior LLC | 420 | $18.0K | 0.02% | +420 | New |
| CX Institutional | 442 | $19.0K | 0.00% | +90+25.6% | Added |
| Penserra Capital Management LLC | 505 | $21.0K | 0.00% | −216−30.0% | Reduced |
| Spire Wealth Management | 500 | $21.0K | 0.00% | −200−28.6% | Reduced |
| Smithfield Trust Co | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 507 | $21.0K | 0.01% | +8+1.6% | Added |
| Focused Wealth Management, Inc | 510 | $22.0K | 0.00% | +7+1.4% | Added |
| Sound Income Strategies, LLC | 540 | $23.0K | 0.00% | −300−35.7% | Reduced |
| Webster Bank, N. A. | 557 | $24.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 552 | $24.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 584 | $25.0K | 0.00% | +64+12.3% | Added |
| Clearstead Advisors, LLC | 607 | $26.0K | 0.00% | +511+532.3% | Added |
| Huntington National Bank | 653 | $28.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 684 | $29.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 714 | $30.2K | 0.00% | +714 | New |
| West Paces Advisors Inc. | 734 | $31.1K | 0.01% | +113+18.2% | Added |
| Exchange Traded Concepts, LLC | 745 | $32.0K | 0.00% | +550+282.1% | Added |
| Howe & Rusling Inc | 804 | $34.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 834 | $35.0K | 0.01% | +13+1.6% | Added |
| Newbridge Financial Services Group, Inc. | 859 | $36.0K | 0.02% | +275+47.1% | Added |
| Bogart Wealth, LLC | 857 | $36.0K | 0.00% | +857 | New |
| Private Ocean, LLC | 900 | $38.0K | 0.00% | +900 | New |
| Exane Derivatives | 863 | $38.1K | 0.01% | −2,800−76.4% | Reduced |
| Whittier Trust Co | 953 | $40.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 950 | $40.0K | 0.03% | +350+58.3% | Added |
| North Star Investment Management Corp. | 970 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $42.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 1,072 | $45.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,058 | $45.0K | 0.01% | +10+1.0% | Added |
| Avion Wealth | 1,069 | $45.0K | 0.01% | +1,069 | New |
| Jacobi Capital Management LLC | 1,165 | $49.0K | 0.01% | +2+0.2% | Added |
| Fred Alger Management, LLC | 1,225 | $52.0K | 0.00% | +1,225 | New |
| Bedel Financial Consulting, Inc. | 1,258 | $53.0K | 0.02% | +707+128.3% | Added |
| West Branch Capital LLC | 1,400 | $59.0K | 0.03% | +1,400 | New |
| WealthShield Partners, LLC | 1,409 | $60.0K | 0.01% | −248−15.0% | Reduced |
| Enterprise Financial Services Corp | 1,408 | $60.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,426 | $60.0K | 0.00% | +200+16.3% | Added |