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 |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 6,100 | $258.0K | 0.11% | +6,100 | New |
| Gsa Capital Partners LLP | 6,059 | $256.0K | 0.03% | +6,059 | New |
| Glenmede Trust Co NA | 5,922 | $249.0K | 0.00% | +433+7.9% | Added |
| Southland Equity Partners LLC | 5,820 | $246.3K | 0.12% | +5,820 | New |
| Financial Advocates Investment Management | 5,797 | $246.0K | 0.02% | −663−10.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,814 | $246.0K | 0.04% | +22+0.4% | Added |
| Kingsview Wealth Management, LLC | 5,737 | $245.0K | 0.01% | +5,737 | New |
| Verdence Capital Advisors LLC | 5,755 | $244.0K | 0.03% | +5,755 | New |
| Caxton Associates LP | 5,699 | $241.0K | 0.03% | +5,699 | New |
| Paloma Partners Management Co | 5,697 | $241.0K | 0.01% | +5,697 | New |
| Level Four Advisory Services, LLC | 5,537 | $234.0K | 0.02% | +5,537 | New |
| Nations Financial Group Inc, | 5,482 | $232.0K | 0.04% | +5,482 | New |
| J.W. Cole Advisors, Inc. | 5,465 | $231.0K | 0.02% | +5,465 | New |
| Boston Private Wealth LLC | 5,452 | $230.0K | 0.00% | −11,361−67.6% | Reduced |
| Globeflex Capital L P | 5,444 | $230.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,422 | $229.0K | 0.04% | −6,135−53.1% | Reduced |
| Washington Trust Co | 5,402 | $229.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,305 | $225.0K | 0.04% | −257−4.6% | Reduced |
| Ci Investments Inc. | 5,250 | $222.0K | 0.00% | +1,993+61.2% | Added |
| Essex Savings Bank | 5,095 | $221.0K | 0.09% | +5,095 | New |
| Advisors Management Group Inc | 5,202 | $220.0K | 0.07% | +5,202 | New |
| Linscomb & Williams, Inc. | 5,192 | $220.0K | 0.01% | +5,192 | New |
| Ergoteles LLC | 5,193 | $220.0K | 0.01% | +5,193 | New |
| Morris Capital Advisors, LLC | 5,198 | $220.0K | 0.17% | +5,198 | New |
| Greenleaf Trust | 5,184 | $219.0K | 0.00% | +5,184 | New |
| XML Financial, LLC | 5,144 | $218.0K | 0.05% | −1,865−26.6% | Reduced |
| Cullinan Associates Inc | 5,125 | $217.0K | 0.01% | −7,676−60.0% | Reduced |
| CCG Wealth Management, LLC | 5,130 | $217.0K | 0.17% | +5,130 | New |
| Cooper Financial Group | 5,100 | $216.0K | 0.04% | +5,100 | New |
| Quantamental Technologies LLC | 5,060 | $214.0K | 0.19% | +5,060 | New |
| Toth Financial Advisory Corp | 5,038 | $213.0K | 0.03% | +72+1.4% | Added |
| Coldstream Capital Management Inc | 5,038 | $213.0K | 0.01% | +5,038 | New |
| Stevens Capital Management LP | 5,025 | $213.0K | 0.06% | +5,025 | New |
| Stratos Wealth Partners, LTD. | 5,006 | $212.0K | 0.01% | +5,006 | New |
| Wealthsource Partners, LLC | 5,005 | $212.0K | 0.02% | +5,005 | New |
| Axiom Investment Management LLC | 4,950 | $209.0K | 0.16% | −1,000−16.8% | Reduced |
| Quad-Cities Investment Group, LLC | 4,815 | $204.0K | 0.14% | +4,815 | New |
| Cambria Investment Management, L.P. | 4,806 | $203.0K | 0.03% | +4,806 | New |
| Private Portfolio Partners LLC | 4,783 | $202.5K | 0.06% | +4,783 | New |
| Canada Pension Plan Investment Board | 4,722 | $200.0K | 0.00% | −161,753−97.2% | Reduced |
| Brighton Jones LLC | 4,722 | $200.0K | 0.01% | −855−15.3% | Reduced |
| IndexIQ Advisors LLC | 4,721 | $200.0K | 0.01% | +147+3.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,675 | $198.0K | 0.00% | +691+17.3% | Added |
| Brown Brothers Harriman & Co | 4,657 | $197.0K | 0.00% | +4+0.1% | Added |
| Agf Investments Inc. | 4,268 | $181.0K | 0.00% | +4,268 | New |
| IFP Advisors, Inc | 4,145 | $172.0K | 0.00% | +427+11.5% | Added |
| Ameritas Investment Partners, Inc. | 3,944 | $167.0K | 0.01% | −475−10.7% | Reduced |
| American Portfolios Advisors | 3,671 | $155.4K | 0.01% | −933−20.3% | Reduced |
| Hanson & Doremus Investment Management | 5,540 | $148.0K | 0.04% | +1,728+45.3% | Added |
| Signaturefd, LLC | 3,449 | $146.0K | 0.01% | +8+0.2% | Added |
| Truehand, Inc | 3,416 | $145.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,184 | $134.0K | 0.04% | +954+42.8% | Added |
| Trust Co of Vermont | 3,120 | $132.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,113 | $132.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,120 | $132.0K | 0.00% | +1,818+139.6% | Added |
| Cordant, Inc. | 3,006 | $127.0K | 0.08% | −2,908−49.2% | Reduced |
| Clean Yield Group | 3,000 | $127.0K | 0.05% | +3,000 | New |
| Charter Oak Capital Management, LLC | 2,590 | $110.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 2,589 | $110.0K | 0.03% | +2,281+740.6% | Added |
| Deseret Mutual Benefit Administrators | 2,480 | $105.0K | 0.03% | +2,480 | New |
| Harvest Fund Management Co., Ltd | 2,403 | $102.0K | 0.01% | +2,403 | New |
| Castleview Partners, LLC | 2,385 | $101.0K | 0.04% | +2,385 | New |
| Glen Eagle Advisors, LLC | 2,366 | $100.1K | 0.03% | −50−2.1% | Reduced |
| Fifth Third Bancorp | 2,359 | $100.0K | 0.00% | +480+25.5% | Added |
| Pinebridge Investments, L.P. | 2,334 | $99.0K | 0.00% | +2,334 | New |
| Orion Capital Management LLC | 2,300 | $97.0K | 0.06% | 00.0% | Unchanged |
| NVWM, LLC | 2,145 | $92.0K | 0.03% | +2+0.1% | Added |
| Trustcore Financial Services, LLC | 2,101 | $89.0K | 0.01% | −900−30.0% | Reduced |
| Vigilant Capital Management, LLC | 2,024 | $86.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,000 | $85.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $84.6K | 0.04% | −72,020−97.3% | Reduced |
| First Manhattan Co | 1,995 | $84.0K | 0.00% | +1,800+923.1% | Added |
| CWM, LLC | 1,934 | $82.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,920 | $81.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,852 | $78.0K | 0.02% | +45+2.5% | Added |
| Cutler Group LP | 1,801 | $76.0K | 0.01% | +1,801 | New |
| Parallel Advisors, LLC | 1,713 | $73.0K | 0.00% | +181+11.8% | Added |
| First Horizon Advisors, Inc. | 1,724 | $73.0K | 0.00% | +300+21.1% | Added |
| Carolinas Wealth Consulting LLC | 1,684 | $72.0K | 0.02% | +1,013+151.0% | Added |
| Brewin Dolphin Ltd | 1,701 | $72.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,660 | $70.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,600 | $68.0K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,608 | $68.0K | 0.03% | +10+0.6% | Added |
| Atlas Capital Advisors LLC | 1,513 | $64.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,514 | $64.0K | 0.00% | −1,478−49.4% | Reduced |
| First Financial Corp | 1,500 | $63.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| West Branch Capital LLC | 1,400 | $59.0K | 0.03% | +1,400 | New |
| Bedel Financial Consulting, Inc. | 1,258 | $53.0K | 0.02% | +707+128.3% | Added |
| Fred Alger Management, LLC | 1,225 | $52.0K | 0.00% | +1,225 | New |
| Jacobi Capital Management LLC | 1,165 | $49.0K | 0.01% | +2+0.2% | Added |
| 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 |
| Sittner & Nelson, LLC | 1,000 | $42.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $41.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 953 | $40.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 950 | $40.0K | 0.03% | +350+58.3% | Added |