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 8 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 2022
Institutional positions in Iron Mountain Inc as of Jun 30, 2022. 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
- 767
- +7 vs. Q1 2022
- Shares held
- 224.1M
- +1.54M (+0.7%) vs. Q1 2022
- Total value
- $10.9B
- −$1.42B (−11.5%) vs. Q1 2022
- New holders
- 82
- 299 more added
- Sold out
- 75
- 260 more reduced
17 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −116,600−100.0% | Reduced |
| Key Financial Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 10 | $0 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Eagle Bay Advisors LLC | 20 | $974 | 0.00% | +20 | New |
| Fieldpoint Private Securities, LLC | 25 | $1.00K | 0.00% | −29−53.7% | Reduced |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15 | $1.00K | 0.00% | +15 | New |
| Kelly Financial Services LLC | 36 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 45 | $2.00K | 0.00% | +1+2.3% | Added |
| Evoke Wealth, LLC | 40 | $2.00K | 0.00% | +7+21.2% | Added |
| Raffa Wealth Management, LLC | 61 | $2.97K | 0.00% | +22+56.4% | Added |
| Bartlett & Co. LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $3.00K | 0.00% | +3+4.9% | Added |
| Larson Financial Group LLC | 56 | $3.00K | 0.00% | +56 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.45K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 99 | $4.00K | 0.00% | +1+1.0% | Added |
| Rise Advisors, LLC | 90 | $4.00K | 0.00% | +30+50.0% | Added |
| Centersquare Investment Management LLC | 88 | $4.00K | 0.00% | +88 | New |
| McIlrath & Eck, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 95 | $5.00K | 0.00% | +95 | New |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 130 | $6.00K | 0.00% | +2+1.6% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 150 | $7.00K | 0.00% | +1+0.7% | Added |
| Glassman Wealth Services | 138 | $7.00K | 0.00% | +53+62.4% | Added |
| Curi Capital | 153 | $7.00K | 0.00% | +150+5,000.0% | Added |
| Bell Investment Advisors, Inc | 142 | $7.00K | 0.00% | +142 | New |
| Cohen & Steers, Inc. | 161 | $8.00K | 0.00% | −4,586−96.6% | Reduced |
| Farmers & Merchants Investments Inc | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 167 | $8.00K | 0.00% | +167 | New |
| Prestige Wealth Management Group LLC | 197 | $9.00K | 0.00% | +45+29.6% | Added |
| BerganKDV Wealth Management, LLC | 209 | $10.0K | 0.00% | +2+1.0% | Added |
| GW&K Investment Management, LLC | 210 | $10.0K | 0.00% | +40+23.5% | Added |
| Assetmark, Inc | 207 | $10.0K | 0.00% | +73+54.5% | Added |
| HHM Wealth Advisors, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Total Clarity Wealth Management, Inc. | 200 | $10.0K | 0.01% | +200 | New |
| Ronald Blue Trust, Inc. | 174 | $10.0K | 0.00% | +174 | New |
| Heritage Wealth Management, LLC | 219 | $10.7K | 0.00% | +104+90.4% | Added |
| Covington Capital Management | 230 | $11.0K | 0.00% | −45−16.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 232 | $11.0K | 0.00% | +3+1.3% | Added |
| Quent Capital, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 255 | $12.0K | 0.00% | +159+165.6% | Added |
| Harbor Investment Advisory, LLC | 272 | $13.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $13.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $14.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 312 | $15.0K | 0.00% | +82+35.7% | Added |
| Whittier Trust Co of Nevada Inc | 333 | $16.0K | 0.00% | +4+1.2% | Added |
| Pflug Koory, LLC | 329 | $16.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 334 | $16.0K | 0.00% | +313+1,490.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 325 | $16.0K | 0.00% | +325 | New |
| Piscataqua Savings Bank | 353 | $17.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 370 | $18.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 378 | $18.0K | 0.00% | +54+16.7% | Added |
| Leonteq Securities AG | 372 | $18.1K | 0.00% | +372 | New |
| Savior LLC | 380 | $19.0K | 0.02% | −40−9.5% | Reduced |
| AlphaMark Advisors, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 385 | $19.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 384 | $19.0K | 0.01% | +384 | New |
| Riverview Trust Co | 421 | $20.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 419 | $20.4K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 436 | $21.0K | 0.00% | +5+1.2% | Added |
| Quadrant Capital Group LLC | 452 | $22.0K | 0.00% | −7−1.5% | Reduced |
| Byrne Asset Management LLC | 450 | $22.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 482 | $23.0K | 0.00% | +5+1.0% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $24.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 500 | $24.0K | 0.02% | +500 | New |
| Trust Co of Vermont | 522 | $25.0K | 0.00% | +522 | New |
| Focused Wealth Management, Inc | 527 | $26.0K | 0.00% | +4+0.8% | Added |
| Financial Avengers, Inc. | 534 | $26.0K | 0.02% | +5+0.9% | Added |
| Webster Bank, N. A. | 557 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 565 | $28.0K | 0.01% | +30+5.6% | Added |
| Lindbrook Capital, LLC | 597 | $29.0K | 0.00% | +231+63.1% | Added |
| AGF Investments LLC | 612 | $30.0K | 0.00% | −19,979−97.0% | Reduced |
| Hanson & Doremus Investment Management | 625 | $30.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 622 | $30.0K | 0.00% | +21+3.5% | Added |
| Tucker Asset Management LLC | 655 | $31.9K | 0.01% | +655 | New |
| CX Institutional | 682 | $33.0K | 0.00% | +682 | New |
| Valley National Advisers Inc | 684 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 735 | $36.0K | 0.00% | +735 | New |
| Spire Wealth Management | 759 | $37.0K | 0.00% | −325−30.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 767 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 786 | $38.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 808 | $39.0K | 0.01% | −581−41.8% | Reduced |
| Howe & Rusling Inc | 804 | $39.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 798 | $39.0K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 825 | $40.0K | 0.01% | −306−27.1% | Reduced |
| AdvisorNet Financial, Inc | 858 | $42.0K | 0.00% | +55+6.8% | Added |
| Private Ocean, LLC | 900 | $43.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 895 | $44.0K | 0.04% | −4,120−82.2% | Reduced |