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 6 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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 13,189 | $558.0K | 0.00% | +13,189 | New |
| Wellington Shields & Co., LLC | 13,700 | $580.0K | 0.19% | +200+1.5% | Added |
| Quantedge Capital Pte Ltd | 13,700 | $580.0K | 0.28% | +13,700 | New |
| Ossiam | 13,318 | $583.0K | 0.02% | +10,288+339.5% | Added |
| Independent Advisor Alliance | 13,883 | $588.0K | 0.03% | +1,205+9.5% | Added |
| SMH Capital Advisors Inc | 13,917 | $589.0K | 1.18% | +60.0% | Added |
| American National Registered Investment Advisor, Inc. | 14,155 | $599.0K | 0.21% | −615−4.2% | Reduced |
| Creative Planning | 14,339 | $607.0K | 0.00% | −5,890−29.1% | Reduced |
| Cohen & Steers, Inc. | 14,348 | $607.0K | 0.00% | +490+3.5% | Added |
| All Season Financial Advisors, Inc. | 14,540 | $615.0K | 0.44% | +14,540 | New |
| Hilltop Holdings Inc. | 14,664 | $621.0K | 0.07% | +14,664 | New |
| Wealthcare Advisory Partners LLC | 14,843 | $628.0K | 0.04% | +2,287+18.2% | Added |
| Harbour Investments, Inc. | 14,921 | $631.0K | 0.02% | −1,463−8.9% | Reduced |
| Virtu Financial LLC | 14,921 | $631.0K | 0.06% | +6,240+71.9% | Added |
| AGF Investments LLC | 15,038 | $636.0K | 0.07% | +13,937+1,265.8% | Added |
| GWM Advisors LLC | 15,272 | $646.0K | 0.02% | +15,272 | New |
| Beacon Financial Advisory LLC | 15,330 | $649.0K | 0.35% | +1,294+9.2% | Added |
| Pathstone Family Office, LLC | 15,137 | $649.0K | 0.02% | +9,494+168.2% | Added |
| Wambolt & Associates, LLC | 15,260 | $650.0K | 0.28% | +7,727+102.6% | Added |
| Mid Atlantic Financial Management Inc | 15,509 | $656.0K | 0.04% | +4,280+38.1% | Added |
| Geneos Wealth Management Inc. | 15,463 | $661.0K | 0.03% | −1,564−9.2% | Reduced |
| Princeton Capital Management LLC | 15,654 | $662.0K | 0.20% | −290−1.8% | Reduced |
| Advisor Partners LLC | 15,653 | $662.0K | 0.04% | −136−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,649 | $662.0K | 0.00% | +15,649 | New |
| JustInvest LLC | 15,658 | $663.0K | 0.07% | +15,658 | New |
| First National Trust Co | 15,753 | $666.0K | 0.04% | +165+1.1% | Added |
| Venture Visionary Partners LLC | 15,881 | $672.0K | 0.05% | +3,396+27.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,981 | $676.0K | 0.17% | +15,981 | New |
| Pinnacle Family Advisors, LLC | 16,059 | $677.0K | 0.30% | +16,059 | New |
| EWG Elevate Inc. | 16,317 | $695.0K | 0.27% | −7,951−32.8% | Reduced |
| AQR Capital Management LLC | 16,712 | $707.0K | 0.00% | −27,954−62.6% | Reduced |
| Mariner, LLC | 16,793 | $711.0K | 0.00% | +4,381+35.3% | Added |
| Kentucky Retirement Systems | 16,813 | $712.0K | 0.03% | −1,022−5.7% | Reduced |
| D.A. Davidson & Co. | 16,852 | $713.0K | 0.01% | −13,702−44.8% | Reduced |
| Crossmark Global Holdings, Inc. | 16,855 | $713.0K | 0.02% | +463+2.8% | Added |
| Soltis Investment Advisors LLC | 16,849 | $713.0K | 0.11% | +16,849 | New |
| Advisory Research Inc | 16,901 | $715.0K | 0.05% | +5,781+52.0% | Added |
| Oppenheimer & Co Inc | 16,960 | $718.0K | 0.01% | +5,224+44.5% | Added |
| Prudent Man Advisors, LLC | 17,404 | $737.0K | 0.28% | −140−0.8% | Reduced |
| Wellington Management Group LLP | 17,964 | $759.0K | 0.00% | −7,084−28.3% | Reduced |
| Louisiana State Employees Retirement System | 18,000 | $762.0K | 0.02% | +100+0.6% | Added |
| Sigma Planning Corp | 18,116 | $767.0K | 0.02% | −1,920−9.6% | Reduced |
| Keeley-Teton Advisors, LLC | 18,215 | $771.0K | 0.08% | −13,658−42.9% | Reduced |
| Bank of the West | 18,687 | $791.0K | 0.08% | −80−0.4% | Reduced |
| Gotham Asset Management, LLC | 18,977 | $803.0K | 0.03% | +18,977 | New |
| New Mexico Educational Retirement Board | 19,240 | $814.0K | 0.03% | +800+4.3% | Added |
| Foster & Motley Inc | 19,387 | $820.0K | 0.07% | −11,910−38.1% | Reduced |
| NEXT Financial Group, Inc | 19,257 | $820.0K | 0.07% | −753−3.8% | Reduced |
| Green Alpha Advisors, LLC | 19,705 | $834.0K | 0.57% | +6,653+51.0% | Added |
| Foresight Wealth Management, LLC | 19,891 | $842.0K | 0.36% | +3,754+23.3% | Added |
| Panagora Asset Management Inc | 20,084 | $850.0K | 0.00% | −46,409−69.8% | Reduced |
| Polar Asset Management Partners Inc. | 20,083 | $850.0K | 0.01% | +20,083 | New |
| Trust Investment Advisors | 20,309 | $859.0K | 0.76% | +869+4.5% | Added |
| Elo Mutual Pension Insurance Co | 20,456 | $866.0K | 0.03% | −334−1.6% | Reduced |
| Fiduciary Trust Co | 20,678 | $875.0K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,713 | $877.0K | 0.00% | −58,540−73.9% | Reduced |
| TrimTabs Asset Management, LLC | 20,868 | $900.0K | 0.46% | +3,990+23.6% | Added |
| Sumitomo Life Insurance Co | 21,329 | $903.0K | 0.03% | −3,633−14.6% | Reduced |
| Monetary Management Group Inc | 21,400 | $906.0K | 0.27% | −1,200−5.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,573 | $913.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,801 | $925.0K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 21,937 | $928.0K | 0.00% | +21,937 | New |
| Northwestern Mutual Wealth Management Co | 22,050 | $933.0K | 0.00% | +6,136+38.6% | Added |
| Financial Engines Advisors L.L.C. | 22,028 | $946.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22,371 | $947.0K | 0.04% | −11,889−34.7% | Reduced |
| Boenning & Scattergood, Inc. | 22,400 | $948.0K | 0.17% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 22,422 | $949.0K | 0.46% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 22,500 | $952.0K | 0.00% | +22,500 | New |
| Everence Capital Management Inc | 22,570 | $955.0K | 0.08% | 00.0% | Unchanged |
| Reik & Co., LLC | 22,980 | $973.0K | 0.25% | 00.0% | Unchanged |
| US Bancorp | 23,063 | $975.0K | 0.00% | +452+2.0% | Added |
| Rafferty Asset Management, LLC | 23,079 | $977.0K | 0.01% | +7,909+52.1% | Added |
| Breiter Capital Management Inc | 23,416 | $991.0K | 0.53% | +2,224+10.5% | Added |
| Wolverine Asset Management LLC | 23,479 | $993.0K | 0.01% | +4,621+24.5% | Added |
| Delphi Management Inc | 23,912 | $1.01M | 0.97% | −2,847−10.6% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 24,243 | $1.03M | 0.02% | +5,300+28.0% | Added |
| Securian Asset Management, Inc | 24,281 | $1.03M | 0.02% | −48−0.2% | Reduced |
| Alethea Capital Management, LLC | 24,456 | $1.03M | 0.65% | +24,456 | New |
| Slow Capital, Inc. | 24,487 | $1.04M | 0.20% | +408+1.7% | Added |
| Fiduciary Planning LLC | 24,517 | $1.04M | 0.90% | −13,198−35.0% | Reduced |
| Tibra Equities Europe Ltd | 24,574 | $1.04M | 0.32% | +24,574 | New |
| CIBC Asset Management Inc | 24,818 | $1.05M | 0.00% | +303+1.2% | Added |
| Convergence Investment Partners, LLC | 24,833 | $1.05M | 0.45% | +400+1.6% | Added |
| Lavaca Capital LLC | 24,926 | $1.05M | 0.54% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 25,050 | $1.06M | 0.04% | −390−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 25,208 | $1.07M | 0.00% | −369−1.4% | Reduced |
| Future Financial Wealth Managment LLC | 25,241 | $1.07M | 1.10% | +33+0.1% | Added |
| Gables Capital Management Inc. | 25,260 | $1.07M | 0.73% | −14,835−37.0% | Reduced |
| Independent Financial Group, LLC | 25,293 | $1.07M | 0.11% | +2,374+10.4% | Added |
| Cipher Capital LP | 25,409 | $1.07M | 0.59% | −59,016−69.9% | Reduced |
| Hancock Whitney Corp | 25,627 | $1.08M | 0.03% | +6,159+31.6% | Added |
| Eii Capital Management, Inc. | 25,700 | $1.09M | 0.51% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 25,708 | $1.10M | 0.13% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 26,322 | $1.11M | 0.01% | +26,322 | New |
| Cerity Partners LLC | 26,381 | $1.12M | 0.02% | −4,025−13.2% | Reduced |
| Thompson Investment Management, Inc. | 26,479 | $1.12M | 0.16% | −135−0.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,658 | $1.13M | 0.02% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 27,287 | $1.16M | 0.22% | −5,888−17.7% | Reduced |
| Capital Investment Advisory Services, LLC | 27,381 | $1.16M | 0.15% | −981−3.5% | Reduced |
| Redwood Investment Management, LLC | 27,711 | $1.17M | 0.19% | +502+1.8% | Added |