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 |
|---|---|---|---|---|---|
| Corsicana & Co. | 900 | $44.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $45.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 945 | $46.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $47.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 969 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 979 | $48.0K | 0.01% | +9+0.9% | Added |
| Hexagon Capital Partners LLC | 1,000 | $49.0K | 0.01% | −241−19.4% | Reduced |
| Sittner & Nelson, LLC | 1,000 | $49.0K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $49.0K | 0.00% | +200+25.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,061 | $52.0K | 0.00% | −1,700−61.6% | Reduced |
| Sawyer & Company, Inc | 1,075 | $52.0K | 0.03% | −825−43.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,088 | $53.0K | 0.01% | +7+0.6% | Added |
| Bay Harbor Wealth Management, LLC | 1,090 | $54.0K | 0.02% | +2+0.2% | Added |
| Central Trust Co | 1,105 | $54.0K | 0.00% | +305+38.1% | Added |
| Umb Bank N A | 1,116 | $55.0K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 992 | $56.8K | 0.00% | +992 | New |
| Baldwin Brothers Inc | 1,200 | $58.0K | 0.01% | +200+20.0% | Added |
| Parkside Financial Bank & Trust | 1,279 | $62.0K | 0.02% | +69+5.7% | Added |
| Silvant Capital Management LLC | 1,292 | $64.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,394 | $68.0K | 0.00% | −45−3.1% | Reduced |
| Founders Capital Management | 1,400 | $68.0K | 0.05% | +100+7.7% | Added |
| Prospera Financial Services Inc | 1,408 | $69.0K | 0.00% | −626−30.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,461 | $71.0K | 0.04% | −351−19.4% | Reduced |
| First Financial Corp | 1,500 | $73.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,500 | $73.0K | 0.05% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,512 | $74.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,596 | $77.7K | 0.03% | +1,550+3,369.6% | Added |
| Federated Hermes, Inc. | 1,612 | $79.0K | 0.00% | +1,521+1,671.4% | Added |
| Retirement Group, LLC | 1,642 | $80.0K | 0.03% | +8+0.5% | Added |
| Carolinas Wealth Consulting LLC | 1,647 | $81.0K | 0.02% | +15+0.9% | Added |
| Parallel Advisors, LLC | 1,741 | $85.0K | 0.00% | −357−17.0% | Reduced |
| Schubert & Co | 1,745 | $85.0K | 0.08% | +19+1.1% | Added |
| SRS Capital Advisors, Inc. | 1,767 | $86.0K | 0.01% | +200+12.8% | Added |
| Harvest Fund Management Co., Ltd | 1,908 | $93.0K | 0.03% | −2,178−53.3% | Reduced |
| Sentry Investment Management LLC | 1,978 | $96.0K | 0.04% | −385−16.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $97.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $97.4K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,024 | $99.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,107 | $103.0K | 0.01% | +668+46.4% | Added |
| NVWM, LLC | 2,151 | $106.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,211 | $109.0K | 0.08% | +209+10.4% | Added |
| Orion Capital Management LLC | 2,300 | $112.0K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | 2,348 | $115.0K | 0.00% | +800+51.7% | Added |
| Trustcore Financial Services, LLC | 2,500 | $122.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,590 | $126.0K | 0.02% | 00.0% | Unchanged |
| ACG Wealth | 2,602 | $127.0K | 0.03% | +2,602 | New |
| CoreCap Advisors, LLC | 2,658 | $129.0K | 0.01% | +2,658 | New |
| Ci Investments Inc. | 2,671 | $130.0K | 0.00% | −2,070−43.7% | Reduced |
| Clear Street Markets LLC | 2,708 | $132.0K | 0.04% | −911−25.2% | Reduced |
| Whittier Trust Co | 2,703 | $132.0K | 0.00% | +1,750+183.6% | Added |
| Desjardins Global Asset Management Inc. | 2,733 | $133.0K | 0.02% | +1,810+196.1% | Added |
| AIA Group Ltd | 2,915 | $142.0K | 0.01% | −1,158−28.4% | Reduced |
| Bogart Wealth, LLC | 2,928 | $143.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 3,000 | $146.0K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,039 | $147.0K | 0.04% | +252+9.0% | Added |
| Financial Management Professionals, Inc. | 3,034 | $148.0K | 0.04% | +438+16.9% | Added |
| Private Trust Co NA | 3,161 | $154.0K | 0.02% | +3,161 | New |
| Raleigh Capital Management Inc. | 3,316 | $161.0K | 0.09% | +399+13.7% | Added |
| Ellevest, Inc. | 3,318 | $162.0K | 0.02% | +2,018+155.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,490 | $170.0K | 0.04% | −608−14.8% | Reduced |
| IFP Advisors, Inc | 4,431 | $172.0K | 0.01% | −3,810−46.2% | Reduced |
| CWM, LLC | 3,577 | $174.0K | 0.00% | +318+9.8% | Added |
| Surevest, LLC | 3,597 | $175.0K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,905 | $190.0K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,944 | $192.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,994 | $194.0K | 0.01% | +134+3.5% | Added |
| Signaturefd, LLC | 4,000 | $195.0K | 0.01% | −20.0% | Reduced |
| IHT Wealth Management, LLC | 4,117 | $200.0K | 0.02% | +94+2.3% | Added |
| Metis Global Partners, LLC | 4,270 | $207.0K | 0.03% | −317−6.9% | Reduced |
| Community Bank of Raymore | 4,250 | $207.0K | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 4,294 | $209.0K | 0.05% | −169−3.8% | Reduced |
| Brinker Capital Investments, LLC | 4,289 | $209.0K | 0.00% | +38+0.9% | Added |
| Acadian Asset Management LLC | 4,314 | $210.0K | 0.00% | +1,811+72.4% | Added |
| HB Wealth Management, LLC | 4,360 | $212.0K | 0.00% | +225+5.4% | Added |
| Tradewinds, LLC. | 4,398 | $214.0K | 0.15% | +4,398 | New |
| O'Shaughnessy Asset Management, LLC | 4,427 | $216.0K | 0.00% | −185−4.0% | Reduced |
| International Assets Investment Management, LLC | 4,436 | $216.0K | 0.04% | −101−2.2% | Reduced |
| Veriti Management LLC | 4,435 | $216.0K | 0.03% | +710+19.1% | Added |
| Versor Investments LP | 4,439 | $216.0K | 0.01% | +4,439 | New |
| Bradley Foster & Sargent Inc | 4,504 | $219.0K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,464 | $220.0K | 0.02% | +179+4.2% | Added |
| Welch Group, LLC | 4,531 | $221.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,553 | $222.0K | 0.02% | +839+22.6% | Added |
| Moreno Evelyn V | 4,600 | $224.0K | 0.05% | +4,600 | New |
| Gitterman Wealth Management, LLC | 4,631 | $225.0K | 0.21% | −580−11.1% | Reduced |
| TrinityPoint Wealth, LLC | 4,664 | $227.0K | 0.05% | −739−13.7% | Reduced |
| Toth Financial Advisory Corp | 4,653 | $227.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 4,653 | $227.0K | 0.09% | +676+17.0% | Added |
| Edmp, Inc. | 4,688 | $228.0K | 0.22% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 4,706 | $229.0K | 0.20% | −4,776−50.4% | Reduced |
| Wulff, Hansen & Co. | 4,720 | $230.0K | 0.26% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,732 | $230.0K | 0.00% | +99+2.1% | Added |
| Advisors Capital Management, LLC | 4,740 | $231.0K | 0.01% | −199−4.0% | Reduced |
| L.M. Kohn & Company | 4,775 | $233.0K | 0.11% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,808 | $234.0K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 4,820 | $235.0K | 0.01% | +4,820 | New |
| Brighton Jones LLC | 4,839 | $236.0K | 0.01% | +121+2.6% | Added |
| Perfromance Wealth Partners, LLC | 4,889 | $238.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 4,880 | $238.0K | 0.10% | +443+10.0% | Added |