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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 6,624 | $280.0K | 0.03% | +6,624 | New |
| Vestmark Advisory Solutions, Inc. | 6,638 | $281.0K | 0.02% | −769−10.4% | Reduced |
| Seeyond | 6,842 | $289.0K | 0.03% | +6,842 | New |
| Coastal Investment Advisors, Inc. | 6,846 | $290.0K | 0.07% | +641+10.3% | Added |
| Meristem Family Wealth, LLC | 6,916 | $293.0K | 0.05% | +6,916 | New |
| Royal Fund Management, LLC | 6,996 | $296.0K | 0.05% | −208−2.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,033 | $298.0K | 0.00% | −143,214−95.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,043 | $298.0K | 0.03% | +7,043 | New |
| Principle Wealth Partners LLC | 7,110 | $301.0K | 0.03% | +7,110 | New |
| Inscription Capital, LLC | 7,110 | $301.0K | 0.03% | +7,110 | New |
| TBH Global Asset Management, LLC | 7,195 | $304.0K | 0.07% | +15+0.2% | Added |
| Fca Corp | 7,200 | $305.0K | 0.09% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 7,357 | $311.0K | 0.05% | +7+0.1% | Added |
| Mackenzie Financial Corp | 7,367 | $312.0K | 0.00% | −507−6.4% | Reduced |
| Scotia Capital Inc. | 7,367 | $312.0K | 0.00% | +7,367 | New |
| Personal Cfo Solutions, LLC | 7,392 | $313.0K | 0.06% | +83+1.1% | Added |
| Fiduciary Group LLC | 7,250 | $314.0K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,515 | $318.0K | 0.03% | −651−8.0% | Reduced |
| Washington Trust Bank | 7,600 | $322.0K | 0.04% | +422+5.9% | Added |
| Redpoint Investment Management Pty Ltd | 7,643 | $323.0K | 0.03% | −2,001−20.7% | Reduced |
| Sheets Smith Wealth Management | 7,665 | $324.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,668 | $325.0K | 0.02% | +983+14.7% | Added |
| Stock Yards Bank & Trust Co | 7,732 | $327.0K | 0.02% | −300−3.7% | Reduced |
| Franklin Resources Inc | 7,741 | $328.0K | 0.00% | −21,506−73.5% | Reduced |
| Van Hulzen Asset Management, LLC | 7,750 | $328.0K | 0.05% | +7,750 | New |
| Steel Peak Wealth Management LLC | 7,846 | $332.0K | 0.02% | −1,631−17.2% | Reduced |
| ExodusPoint Capital Management, LP | 8,013 | $339.0K | 0.01% | −75,146−90.4% | Reduced |
| BP PLC | 8,023 | $340.0K | 0.01% | −3,519−30.5% | Reduced |
| Charter Trust Co | 8,041 | $340.0K | 0.03% | 00.0% | Unchanged |
| Black Swift Group, LLC | 8,115 | $343.0K | 0.17% | +750+10.2% | Added |
| IBM Retirement Fund | 8,136 | $344.0K | 0.03% | −1,720−17.5% | Reduced |
| Texas Yale Capital Corp. | 8,125 | $344.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,273 | $350.0K | 0.01% | +8,273 | New |
| Atwood & Palmer Inc | 8,330 | $353.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 8,342 | $353.0K | 0.15% | +8,342 | New |
| H&H Retirement Design & Management INC | 8,082 | $355.0K | 0.22% | +110+1.4% | Added |
| Wetherby Asset Management Inc | 8,481 | $359.0K | 0.02% | +8,481 | New |
| Founders Financial Alliance, LLC | 8,538 | $361.0K | 0.16% | +1,232+16.9% | Added |
| Augustine Asset Management Inc | 8,543 | $362.0K | 0.19% | +8,543 | New |
| Invst, LLC | 8,400 | $364.0K | 0.06% | +1,555+22.7% | Added |
| CenterStar Asset Management, LLC | – | $369.0K | 0.40% | – | New |
| Cigna Investments Inc | 8,817 | $372.0K | 0.03% | −1,400−13.7% | Reduced |
| Raymond James Trust N.A. | 8,831 | $374.0K | 0.01% | −6,259−41.5% | Reduced |
| Tectonic Advisors LLC | 8,892 | $376.0K | 0.08% | +863+10.7% | Added |
| GM Advisory Group, Inc. | 8,925 | $378.0K | 0.04% | −2,000−18.3% | Reduced |
| Merit Financial Group, LLC | 9,100 | $385.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,129 | $386.2K | 0.00% | +1,858+25.6% | Added |
| Wolverine Trading, LLC | 9,234 | $391.0K | 0.01% | −5,274−36.4% | Reduced |
| Impax Asset Management Group plc | 9,239 | $391.0K | 0.00% | −10.0% | Reduced |
| Centaurus Financial, Inc. | 9,283 | $393.0K | 0.03% | −478−4.9% | Reduced |
| Armor Investment Advisors, LLC | 9,427 | $399.0K | 0.24% | −566−5.7% | Reduced |
| Investors Research Corp | 9,479 | $401.0K | 0.14% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 9,528 | $403.0K | 0.21% | −11,506−54.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 9,534 | $403.0K | 0.00% | +545+6.1% | Added |
| Corrado Advisors, LLC | 9,620 | $407.0K | 0.25% | +17+0.2% | Added |
| Ethic Inc. | 9,624 | $407.0K | 0.05% | +4,062+73.0% | Added |
| Lee Danner & Bass Inc | 9,608 | $407.0K | 0.04% | +9,608 | New |
| Essex Financial Services, Inc. | 11,051 | $409.0K | 0.06% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 9,677 | $409.0K | 0.01% | +9,677 | New |
| Atom Investors LP | 9,691 | $410.0K | 0.09% | +9,691 | New |
| Proequities, Inc. | 9,597 | $412.0K | 0.03% | +136+1.4% | Added |
| Lincoln National Corp | 9,724 | $412.0K | 0.01% | +159+1.7% | Added |
| B. Riley Wealth Management, Inc. | 9,771 | $414.0K | 0.05% | +800+8.9% | Added |
| Illinois Municipal Retirement Fund | 9,835 | $416.0K | 0.02% | +9,835 | New |
| Southport Management, L.L.C. | 10,000 | $423.2K | 1.43% | −5,000−33.3% | Reduced |
| Nomura Holdings Inc | 10,070 | $426.0K | 0.00% | +10,070 | New |
| Atlantic Union Bankshares Corp | 10,090 | $427.0K | 0.04% | −637−5.9% | Reduced |
| Plimoth Trust Co LLC | 10,078 | $427.0K | 0.12% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 10,246 | $434.0K | 0.26% | +30+0.3% | Added |
| Catalyst Capital Advisors LLC | 10,370 | $439.0K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,440 | $442.0K | 0.05% | −221−2.1% | Reduced |
| Aigen Investment Management, LP | 10,860 | $460.0K | 0.08% | +10,860 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,945 | $463.0K | 0.02% | +10,945 | New |
| Alpha Cubed Investments, LLC | 11,168 | $473.0K | 0.03% | 00.0% | Unchanged |
| Delta Capital Management LLC | 11,230 | $475.0K | 0.29% | −970−8.0% | Reduced |
| Sawtooth Solutions, LLC | 11,319 | $479.0K | 0.09% | +1,926+20.5% | Added |
| Bailard, Inc. | 11,396 | $482.0K | 0.02% | +775+7.3% | Added |
| Alpha Paradigm Partners, LLC | 11,405 | $483.0K | 0.18% | +3,512+44.5% | Added |
| World Asset Management Inc | 11,516 | $487.0K | 0.04% | −618−5.1% | Reduced |
| Carroll Financial Associates, Inc. | 11,617 | $491.0K | 0.03% | +36+0.3% | Added |
| E. Ohman J:or Asset Management AB | 11,653 | $493.2K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 11,689 | $495.0K | 0.02% | −5,271−31.1% | Reduced |
| BTC Capital Management, Inc. | 11,745 | $497.0K | 0.06% | −6,867−36.9% | Reduced |
| Krane Funds Advisors LLC | 11,893 | $503.0K | 0.02% | −208−1.7% | Reduced |
| Winfield Associates, Inc. | 11,880 | $503.0K | 0.19% | −100−0.8% | Reduced |
| Winton Group Ltd | 11,908 | $504.0K | 0.03% | −9,125−43.4% | Reduced |
| Archer Investment Corp | 12,000 | $507.8K | 0.20% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,027 | $509.0K | 0.17% | −172−1.4% | Reduced |
| Peak Financial Advisors LLC | 12,058 | $510.0K | 0.44% | −1,378−10.3% | Reduced |
| DCM Advisors, LLC | 12,069 | $511.0K | 0.29% | +3,340+38.3% | Added |
| Profund Advisors LLC | 12,159 | $514.0K | 0.02% | +4,190+52.6% | Added |
| HM Payson & Co | 12,263 | $519.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 12,264 | $519.0K | 0.08% | −2,889−19.1% | Reduced |
| Pegasus Asset Management, Inc. | 12,295 | $520.0K | 0.24% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 12,400 | $525.0K | 0.14% | −6,800−35.4% | Reduced |
| Ahrens Investment Partners LLC | 12,450 | $527.0K | 0.24% | −2,600−17.3% | Reduced |
| Capital Investment Advisors, LLC | 12,838 | $543.0K | 0.02% | +6,049+89.1% | Added |
| Quantbot Technologies LP | 13,081 | $553.0K | 0.04% | +12,480+2,076.5% | Added |
| NuWave Investment Management, LLC | 13,071 | $553.0K | 0.61% | +13,071 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,112 | $555.0K | 0.01% | +37+0.3% | Added |