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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 11,908 | $504.0K | 0.03% | −9,125−43.4% | 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 |
| BTC Capital Management, Inc. | 11,745 | $497.0K | 0.06% | −6,867−36.9% | Reduced |
| Versor Investments LP | 11,689 | $495.0K | 0.02% | −5,271−31.1% | Reduced |
| E. Ohman J:or Asset Management AB | 11,653 | $493.2K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 11,617 | $491.0K | 0.03% | +36+0.3% | Added |
| World Asset Management Inc | 11,516 | $487.0K | 0.04% | −618−5.1% | Reduced |
| Alpha Paradigm Partners, LLC | 11,405 | $483.0K | 0.18% | +3,512+44.5% | Added |
| Bailard, Inc. | 11,396 | $482.0K | 0.02% | +775+7.3% | Added |
| Sawtooth Solutions, LLC | 11,319 | $479.0K | 0.09% | +1,926+20.5% | Added |
| Delta Capital Management LLC | 11,230 | $475.0K | 0.29% | −970−8.0% | Reduced |
| Alpha Cubed Investments, LLC | 11,168 | $473.0K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 10,945 | $463.0K | 0.02% | +10,945 | New |
| Aigen Investment Management, LP | 10,860 | $460.0K | 0.08% | +10,860 | New |
| Kovack Advisors, Inc. | 10,440 | $442.0K | 0.05% | −221−2.1% | Reduced |
| Catalyst Capital Advisors LLC | 10,370 | $439.0K | 0.02% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 10,246 | $434.0K | 0.26% | +30+0.3% | Added |
| 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 |
| Nomura Holdings Inc | 10,070 | $426.0K | 0.00% | +10,070 | New |
| Southport Management, L.L.C. | 10,000 | $423.2K | 1.43% | −5,000−33.3% | Reduced |
| Illinois Municipal Retirement Fund | 9,835 | $416.0K | 0.02% | +9,835 | New |
| B. Riley Wealth Management, Inc. | 9,771 | $414.0K | 0.05% | +800+8.9% | Added |
| 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 |
| Atom Investors LP | 9,691 | $410.0K | 0.09% | +9,691 | 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 |
| 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 |
| 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 |
| Investors Research Corp | 9,479 | $401.0K | 0.14% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 9,427 | $399.0K | 0.24% | −566−5.7% | Reduced |
| Centaurus Financial, Inc. | 9,283 | $393.0K | 0.03% | −478−4.9% | Reduced |
| 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 |
| Federation des caisses Desjardins du Quebec | 9,129 | $386.2K | 0.00% | +1,858+25.6% | Added |
| Merit Financial Group, LLC | 9,100 | $385.0K | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 8,925 | $378.0K | 0.04% | −2,000−18.3% | Reduced |
| Tectonic Advisors LLC | 8,892 | $376.0K | 0.08% | +863+10.7% | Added |
| Raymond James Trust N.A. | 8,831 | $374.0K | 0.01% | −6,259−41.5% | Reduced |
| Cigna Investments Inc | 8,817 | $372.0K | 0.03% | −1,400−13.7% | Reduced |
| CenterStar Asset Management, LLC | – | $369.0K | 0.40% | – | New |
| Invst, LLC | 8,400 | $364.0K | 0.06% | +1,555+22.7% | Added |
| Augustine Asset Management Inc | 8,543 | $362.0K | 0.19% | +8,543 | New |
| Founders Financial Alliance, LLC | 8,538 | $361.0K | 0.16% | +1,232+16.9% | Added |
| Wetherby Asset Management Inc | 8,481 | $359.0K | 0.02% | +8,481 | New |
| H&H Retirement Design & Management INC | 8,082 | $355.0K | 0.22% | +110+1.4% | Added |
| 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 |
| Verition Fund Management LLC | 8,273 | $350.0K | 0.01% | +8,273 | New |
| 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 |
| Black Swift Group, LLC | 8,115 | $343.0K | 0.17% | +750+10.2% | Added |
| 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 |
| ExodusPoint Capital Management, LP | 8,013 | $339.0K | 0.01% | −75,146−90.4% | Reduced |
| Steel Peak Wealth Management LLC | 7,846 | $332.0K | 0.02% | −1,631−17.2% | 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 |
| Stock Yards Bank & Trust Co | 7,732 | $327.0K | 0.02% | −300−3.7% | Reduced |
| Wedbush Securities Inc | 7,668 | $325.0K | 0.02% | +983+14.7% | Added |
| Sheets Smith Wealth Management | 7,665 | $324.0K | 0.04% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 7,643 | $323.0K | 0.03% | −2,001−20.7% | Reduced |
| Washington Trust Bank | 7,600 | $322.0K | 0.04% | +422+5.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,515 | $318.0K | 0.03% | −651−8.0% | Reduced |
| Fiduciary Group LLC | 7,250 | $314.0K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,392 | $313.0K | 0.06% | +83+1.1% | 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 |
| Mission Creek Capital Partners, Inc. | 7,357 | $311.0K | 0.05% | +7+0.1% | Added |
| Fca Corp | 7,200 | $305.0K | 0.09% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 7,195 | $304.0K | 0.07% | +15+0.2% | Added |
| 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 |
| 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 |
| Royal Fund Management, LLC | 6,996 | $296.0K | 0.05% | −208−2.9% | Reduced |
| Meristem Family Wealth, LLC | 6,916 | $293.0K | 0.05% | +6,916 | New |
| Coastal Investment Advisors, Inc. | 6,846 | $290.0K | 0.07% | +641+10.3% | Added |
| Seeyond | 6,842 | $289.0K | 0.03% | +6,842 | New |
| Vestmark Advisory Solutions, Inc. | 6,638 | $281.0K | 0.02% | −769−10.4% | Reduced |
| Keybank National Association | 6,614 | $280.0K | 0.00% | +494+8.1% | Added |
| Dynamic Technology Lab Private Ltd | 6,624 | $280.0K | 0.03% | +6,624 | New |
| Citizens Business Bank | 6,611 | $279.0K | 0.04% | −4,036−37.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,573 | $278.0K | 0.03% | +24+0.4% | Added |
| E&G Advisors, LP | 0 | $275.0K | 0.07% | −7,800−100.0% | Reduced |
| Accuvest Global Advisors | 6,473 | $274.0K | 0.14% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 6,400 | $271.0K | 0.05% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 6,365 | $269.0K | 0.02% | −439−6.5% | Reduced |
| Global Retirement Partners, LLC | 6,349 | $269.0K | 0.03% | +30.0% | Added |
| Park Avenue Securities LLC | 6,334 | $268.0K | 0.01% | +487+8.3% | Added |
| Bristlecone Advisors, LLC | 6,266 | $265.0K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,234 | $264.0K | 0.03% | −222−3.4% | Reduced |
| New England Investment & Retirement Group, Inc. | 6,247 | $264.0K | 0.06% | +6,247 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,161 | $261.0K | 0.02% | +3,700+150.3% | Added |
| XTX Topco Ltd | 6,158 | $261.0K | 0.09% | +6,158 | New |