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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 25,208 | $1.07M | 0.00% | −369−1.4% | Reduced |
| KCM Investment Advisors LLC | 25,050 | $1.06M | 0.04% | −390−1.5% | Reduced |
| Lavaca Capital LLC | 24,926 | $1.05M | 0.54% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 24,833 | $1.05M | 0.45% | +400+1.6% | Added |
| CIBC Asset Management Inc | 24,818 | $1.05M | 0.00% | +303+1.2% | Added |
| Tibra Equities Europe Ltd | 24,574 | $1.04M | 0.32% | +24,574 | New |
| Fiduciary Planning LLC | 24,517 | $1.04M | 0.90% | −13,198−35.0% | Reduced |
| Slow Capital, Inc. | 24,487 | $1.04M | 0.20% | +408+1.7% | Added |
| Alethea Capital Management, LLC | 24,456 | $1.03M | 0.65% | +24,456 | New |
| Securian Asset Management, Inc | 24,281 | $1.03M | 0.02% | −48−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 24,243 | $1.03M | 0.02% | +5,300+28.0% | Added |
| Delphi Management Inc | 23,912 | $1.01M | 0.97% | −2,847−10.6% | Reduced |
| Wolverine Asset Management LLC | 23,479 | $993.0K | 0.01% | +4,621+24.5% | Added |
| Breiter Capital Management Inc | 23,416 | $991.0K | 0.53% | +2,224+10.5% | Added |
| Rafferty Asset Management, LLC | 23,079 | $977.0K | 0.01% | +7,909+52.1% | Added |
| US Bancorp | 23,063 | $975.0K | 0.00% | +452+2.0% | Added |
| Reik & Co., LLC | 22,980 | $973.0K | 0.25% | 00.0% | Unchanged |
| Everence Capital Management Inc | 22,570 | $955.0K | 0.08% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 22,500 | $952.0K | 0.00% | +22,500 | New |
| Roman Butler Fullerton & Co | 22,422 | $949.0K | 0.46% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 22,400 | $948.0K | 0.17% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22,371 | $947.0K | 0.04% | −11,889−34.7% | Reduced |
| Financial Engines Advisors L.L.C. | 22,028 | $946.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22,050 | $933.0K | 0.00% | +6,136+38.6% | Added |
| Fayez Sarofim & Co | 21,937 | $928.0K | 0.00% | +21,937 | New |
| Maryland State Retirement & Pension System | 21,801 | $925.0K | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,573 | $913.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 21,400 | $906.0K | 0.27% | −1,200−5.3% | Reduced |
| Sumitomo Life Insurance Co | 21,329 | $903.0K | 0.03% | −3,633−14.6% | Reduced |
| TrimTabs Asset Management, LLC | 20,868 | $900.0K | 0.46% | +3,990+23.6% | Added |
| Los Angeles Capital Management LLC | 20,713 | $877.0K | 0.00% | −58,540−73.9% | Reduced |
| Fiduciary Trust Co | 20,678 | $875.0K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,456 | $866.0K | 0.03% | −334−1.6% | Reduced |
| Trust Investment Advisors | 20,309 | $859.0K | 0.76% | +869+4.5% | 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 |
| Foresight Wealth Management, LLC | 19,891 | $842.0K | 0.36% | +3,754+23.3% | Added |
| Green Alpha Advisors, LLC | 19,705 | $834.0K | 0.57% | +6,653+51.0% | 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 |
| New Mexico Educational Retirement Board | 19,240 | $814.0K | 0.03% | +800+4.3% | Added |
| Gotham Asset Management, LLC | 18,977 | $803.0K | 0.03% | +18,977 | New |
| Bank of the West | 18,687 | $791.0K | 0.08% | −80−0.4% | Reduced |
| Keeley-Teton Advisors, LLC | 18,215 | $771.0K | 0.08% | −13,658−42.9% | Reduced |
| Sigma Planning Corp | 18,116 | $767.0K | 0.02% | −1,920−9.6% | Reduced |
| Louisiana State Employees Retirement System | 18,000 | $762.0K | 0.02% | +100+0.6% | Added |
| Wellington Management Group LLP | 17,964 | $759.0K | 0.00% | −7,084−28.3% | Reduced |
| Prudent Man Advisors, LLC | 17,404 | $737.0K | 0.28% | −140−0.8% | Reduced |
| Oppenheimer & Co Inc | 16,960 | $718.0K | 0.01% | +5,224+44.5% | Added |
| Advisory Research Inc | 16,901 | $715.0K | 0.05% | +5,781+52.0% | Added |
| 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 |
| Kentucky Retirement Systems | 16,813 | $712.0K | 0.03% | −1,022−5.7% | Reduced |
| Mariner, LLC | 16,793 | $711.0K | 0.00% | +4,381+35.3% | Added |
| AQR Capital Management LLC | 16,712 | $707.0K | 0.00% | −27,954−62.6% | Reduced |
| EWG Elevate Inc. | 16,317 | $695.0K | 0.27% | −7,951−32.8% | Reduced |
| Pinnacle Family Advisors, LLC | 16,059 | $677.0K | 0.30% | +16,059 | New |
| Y-Intercept (Hong Kong) Ltd | 15,981 | $676.0K | 0.17% | +15,981 | New |
| Venture Visionary Partners LLC | 15,881 | $672.0K | 0.05% | +3,396+27.2% | Added |
| First National Trust Co | 15,753 | $666.0K | 0.04% | +165+1.1% | Added |
| JustInvest LLC | 15,658 | $663.0K | 0.07% | +15,658 | New |
| 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 |
| Geneos Wealth Management Inc. | 15,463 | $661.0K | 0.03% | −1,564−9.2% | Reduced |
| Mid Atlantic Financial Management Inc | 15,509 | $656.0K | 0.04% | +4,280+38.1% | Added |
| Wambolt & Associates, LLC | 15,260 | $650.0K | 0.28% | +7,727+102.6% | Added |
| 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 |
| GWM Advisors LLC | 15,272 | $646.0K | 0.02% | +15,272 | New |
| AGF Investments LLC | 15,038 | $636.0K | 0.07% | +13,937+1,265.8% | 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 |
| Wealthcare Advisory Partners LLC | 14,843 | $628.0K | 0.04% | +2,287+18.2% | Added |
| Hilltop Holdings Inc. | 14,664 | $621.0K | 0.07% | +14,664 | New |
| All Season Financial Advisors, Inc. | 14,540 | $615.0K | 0.44% | +14,540 | New |
| 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 |
| American National Registered Investment Advisor, Inc. | 14,155 | $599.0K | 0.21% | −615−4.2% | Reduced |
| SMH Capital Advisors Inc | 13,917 | $589.0K | 1.18% | +60.0% | Added |
| Independent Advisor Alliance | 13,883 | $588.0K | 0.03% | +1,205+9.5% | Added |
| Ossiam | 13,318 | $583.0K | 0.02% | +10,288+339.5% | Added |
| 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 |
| King Luther Capital Management Corp | 13,189 | $558.0K | 0.00% | +13,189 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,112 | $555.0K | 0.01% | +37+0.3% | 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 |
| Capital Investment Advisors, LLC | 12,838 | $543.0K | 0.02% | +6,049+89.1% | Added |
| Ahrens Investment Partners LLC | 12,450 | $527.0K | 0.24% | −2,600−17.3% | Reduced |
| Bayesian Capital Management, LP | 12,400 | $525.0K | 0.14% | −6,800−35.4% | Reduced |
| Pegasus Asset Management, Inc. | 12,295 | $520.0K | 0.24% | 00.0% | Unchanged |
| Estabrook Capital Management | 12,264 | $519.0K | 0.08% | −2,889−19.1% | Reduced |
| HM Payson & Co | 12,263 | $519.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,159 | $514.0K | 0.02% | +4,190+52.6% | Added |
| DCM Advisors, LLC | 12,069 | $511.0K | 0.29% | +3,340+38.3% | Added |
| Peak Financial Advisors LLC | 12,058 | $510.0K | 0.44% | −1,378−10.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,027 | $509.0K | 0.17% | −172−1.4% | Reduced |
| Archer Investment Corp | 12,000 | $507.8K | 0.20% | 00.0% | Unchanged |