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 |
|---|---|---|---|---|---|
| Exane Derivatives | 863 | $38.1K | 0.01% | −2,800−76.4% | Reduced |
| Private Ocean, LLC | 900 | $38.0K | 0.00% | +900 | New |
| Newbridge Financial Services Group, Inc. | 859 | $36.0K | 0.02% | +275+47.1% | Added |
| Bogart Wealth, LLC | 857 | $36.0K | 0.00% | +857 | New |
| Tradition Wealth Management, LLC | 834 | $35.0K | 0.01% | +13+1.6% | Added |
| Howe & Rusling Inc | 804 | $34.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 745 | $32.0K | 0.00% | +550+282.1% | Added |
| West Paces Advisors Inc. | 734 | $31.1K | 0.01% | +113+18.2% | Added |
| Leonteq Securities AG | 714 | $30.2K | 0.00% | +714 | New |
| Valley National Advisers Inc | 684 | $29.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 653 | $28.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 607 | $26.0K | 0.00% | +511+532.3% | Added |
| Massmutual Trust Co FSB | 584 | $25.0K | 0.00% | +64+12.3% | Added |
| Webster Bank, N. A. | 557 | $24.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 552 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 540 | $23.0K | 0.00% | −300−35.7% | Reduced |
| Focused Wealth Management, Inc | 510 | $22.0K | 0.00% | +7+1.4% | Added |
| Penserra Capital Management LLC | 505 | $21.0K | 0.00% | −216−30.0% | Reduced |
| Spire Wealth Management | 500 | $21.0K | 0.00% | −200−28.6% | Reduced |
| Smithfield Trust Co | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 507 | $21.0K | 0.01% | +8+1.6% | Added |
| CX Institutional | 442 | $19.0K | 0.00% | +90+25.6% | Added |
| Baystate Wealth Management LLC | 414 | $18.0K | 0.00% | +7+1.7% | Added |
| Savior LLC | 420 | $18.0K | 0.02% | +420 | New |
| AlphaMark Advisors, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 388 | $16.0K | 0.00% | −279−41.8% | Reduced |
| Central Trust Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 399 | $16.0K | 0.01% | +399 | New |
| D'Orazio & Associates, Inc. | 356 | $15.0K | 0.00% | −301−45.8% | Reduced |
| Piscataqua Savings Bank | 353 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 355 | $15.0K | 0.00% | +100+39.2% | Added |
| Neo Ivy Capital Management | 345 | $15.0K | 0.02% | +345 | New |
| Atlas Private Wealth Advisors | 350 | $15.0K | 0.01% | +350 | New |
| Whittier Trust Co of Nevada Inc | 329 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 329 | $14.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 336 | $14.0K | 0.00% | +132+64.7% | Added |
| Eagle Bay Advisors LLC | 301 | $14.0K | 0.01% | +301 | New |
| RPg Family Wealth Advisory, LLC | 310 | $13.3K | 0.01% | +310 | New |
| Private Capital Group, LLC | 311 | $13.0K | 0.00% | +17+5.8% | Added |
| IAG Wealth Partners, LLC | 295 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 272 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 263 | $11.0K | 0.00% | +263 | New |
| JFS Wealth Advisors, LLC | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 212 | $9.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 224 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 199 | $8.00K | 0.00% | +4+2.1% | Added |
| Prestige Wealth Management Group LLC | 172 | $7.00K | 0.00% | −340−66.4% | Reduced |
| Farmers & Merchants Investments Inc | 155 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 152 | $6.00K | 0.00% | +1+0.7% | Added |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 150 | $6.00K | 0.00% | +150 | New |
| Assetmark, Inc | 127 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 123 | $5.00K | 0.00% | +2+1.7% | Added |
| Heritage Wealth Management, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $5.00K | 0.00% | +70+101.4% | Added |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | −50−33.3% | Reduced |
| FormulaFolio Investments, LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 94 | $4.00K | 0.00% | +1+1.1% | Added |
| Tradewinds Capital Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Lake Point Wealth Management | 100 | $4.00K | 0.00% | +100 | New |
| Hoese & Co LLP | 100 | $4.00K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 77 | $3.00K | 0.00% | −4−4.9% | Reduced |
| First Horizon Corp | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 68 | $3.00K | 0.00% | +57+518.2% | Added |
| Sandy Spring Bank | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $2.00K | 0.00% | +58 | New |
| Stonebridge Capital Advisors LLC | 36 | $2.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 39 | $1.65K | 0.00% | −502−92.8% | Reduced |
| Sutton Wealth Advisors Inc. | 38 | $1.61K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| C M Bidwell & Associates Ltd | 27 | $1.00K | 0.00% | +27 | New |
| MV Capital Management, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Kelly Financial Services LLC | 1,524 | $36 | 0.00% | +1,488+4,133.3% | Added |
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 26 | – | – | 00.0% | Unchanged |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −388,510−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −320,475−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −80,134−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −66,608−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −59,154−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −47,574−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −43,594−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −42,439−100.0% | Sold out |
| Mathes Company, Inc. | 0 | $0 | 0.00% | −38,950−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −28,562−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −16,039−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,727−100.0% | Sold out |