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 |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 4,884 | $238.0K | 0.08% | +459+10.4% | Added |
| Monetary Management Group Inc | 4,900 | $239.0K | 0.07% | −700−12.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,901 | $239.0K | 0.06% | −481−8.9% | Reduced |
| Quad-Cities Investment Group, LLC | 4,906 | $239.0K | 0.18% | +20+0.4% | Added |
| West Wealth Group, LLC | 5,000 | $243.0K | 0.11% | 00.0% | Unchanged |
| Man Group plc | – | $243.0K | 0.00% | – | New |
| Ninepoint Partners LP | 5,062 | $246.0K | 0.04% | +5,062 | New |
| Checchi Capital Advisers, LLC | 5,145 | $249.0K | 0.02% | +932+22.1% | Added |
| Cullinan Associates Inc | 5,125 | $250.0K | 0.02% | 00.0% | Unchanged |
| Advisors Management Group Inc | 5,148 | $251.0K | 0.09% | −56−1.1% | Reduced |
| Crown Wealth Group, LLC | 5,150 | $251.0K | 0.23% | 00.0% | Unchanged |
| Essex Savings Bank | 5,167 | $252.0K | 0.10% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 5,200 | $253.0K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,196 | $253.0K | 0.03% | +500+10.6% | Added |
| Twinbeech Capital LP | 5,259 | $256.0K | 0.01% | +5,259 | New |
| MSH Capital Advisors LLC | 5,258 | $256.0K | 0.12% | +357+7.3% | Added |
| Centaurus Financial, Inc. | 5,390 | $262.0K | 0.03% | −2,760−33.9% | Reduced |
| Washington Trust Co | 5,402 | $263.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 5,441 | $265.0K | 0.06% | +1,221+28.9% | Added |
| Kingsview Wealth Management, LLC | 5,464 | $266.0K | 0.01% | −393−6.7% | Reduced |
| Moneta Group Investment Advisors LLC | 5,484 | $267.0K | 0.01% | +521+10.5% | Added |
| Glenmede Trust Co NA | 5,535 | $268.0K | 0.00% | −982−15.1% | Reduced |
| Smithfield Trust Co | 5,525 | $269.0K | 0.02% | −30−0.5% | Reduced |
| Colony Group LLC | 5,629 | $274.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,629 | $274.0K | 0.03% | +818+17.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,651 | $275.0K | 0.00% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,704 | $277.8K | 0.08% | −199−3.4% | Reduced |
| Stephens Inc | 5,754 | $280.0K | 0.01% | +5,754 | New |
| Integrated Advisors Network LLC | 5,838 | $284.0K | 0.02% | +1,070+22.4% | Added |
| High Net Worth Advisory Group LLC | 5,901 | $287.0K | 0.12% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,913 | $288.0K | 0.04% | +113+1.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,963 | $290.3K | 0.07% | +10+0.2% | Added |
| TD Waterhouse Canada Inc. | 5,874 | $291.0K | 0.00% | +700+13.5% | Added |
| Natixis Investment Managers International | 5,991 | $291.0K | 0.01% | +687+13.0% | Added |
| Crescent Grove Advisors, LLC | 5,975 | $291.0K | 0.03% | +5,975 | New |
| Kayne Anderson Capital Advisors LP | 6,000 | $292.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6,050 | $295.0K | 0.04% | −1,060−14.9% | Reduced |
| GM Advisory Group, Inc. | 6,105 | $297.0K | 0.05% | −602−9.0% | Reduced |
| Southland Equity Partners LLC | 6,154 | $299.6K | 0.14% | +176+2.9% | Added |
| Atalanta Sosnoff Capital, LLC | 6,173 | $301.0K | 0.01% | −163−2.6% | Reduced |
| Machina Capital S.A.S. | 6,175 | $301.0K | 0.68% | +6,175 | New |
| One Charles Private Wealth Services, LLC | 6,413 | $303.0K | 0.20% | +30.0% | Added |
| American Portfolios Advisors | 6,236 | $303.6K | 0.01% | −472−7.0% | Reduced |
| Ieq Capital, LLC | 6,305 | $307.0K | 0.01% | +351+5.9% | Added |
| TFG Advisers LLC | 6,322 | $308.0K | 0.16% | +6,322 | New |
| Griffin Asset Management, Inc. | 6,385 | $311.0K | 0.05% | +53+0.8% | Added |
| Hudson Valley Investment Advisors Inc | 6,400 | $312.0K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,474 | $315.0K | 0.02% | −943−12.7% | Reduced |
| Accuvest Global Advisors | 6,473 | $315.0K | 0.20% | 00.0% | Unchanged |
| E&G Advisors, LP | 6,500 | $316.0K | 0.11% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 6,500 | $316.0K | 0.00% | +6,500 | New |
| Pictet North America Advisors SA | 6,500 | $316.0K | 0.04% | +6,500 | New |
| J.W. Cole Advisors, Inc. | 6,508 | $317.0K | 0.03% | −564−8.0% | Reduced |
| Brown Advisory Inc | 6,517 | $317.0K | 0.00% | +500+8.3% | Added |
| Greenleaf Trust | 6,529 | $318.0K | 0.00% | +885+15.7% | Added |
| Teamwork Financial Advisors, LLC | 6,546 | $319.0K | 0.07% | −6,411−49.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,614 | $322.0K | 0.11% | −118−1.8% | Reduced |
| CPR Investments Inc. | 6,644 | $323.0K | 0.49% | −79−1.2% | Reduced |
| Steel Peak Wealth Management LLC | 6,599 | $325.0K | 0.02% | −939−12.5% | Reduced |
| Ullmann Financial Group, Inc. | 6,666 | $325.0K | 0.09% | +6,666 | New |
| Veritable, L.P. | 6,696 | $326.0K | 0.01% | +387+6.1% | Added |
| Global Retirement Partners, LLC | 6,781 | $330.0K | 0.03% | −111−1.6% | Reduced |
| Coldstream Capital Management Inc | 6,800 | $331.0K | 0.01% | +306+4.7% | Added |
| PEAK6 Investments LLC | 5,855 | $332.7K | 0.01% | +5,855 | New |
| All Season Financial Advisors, Inc. | 6,929 | $337.0K | 0.29% | −5,831−45.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,940 | $338.0K | 0.04% | −88−1.3% | Reduced |
| Investors Research Corp | 6,954 | $339.0K | 0.10% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,034 | $342.0K | 0.01% | −50,196−87.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,031 | $342.0K | 0.03% | −4−0.1% | Reduced |
| Engineers Gate Manager LP | 7,136 | $347.0K | 0.01% | +7,136 | New |
| Wakefield Asset Management LLLP | 7,138 | $348.0K | 0.15% | +225+3.3% | Added |
| Fca Corp | 7,200 | $351.0K | 0.14% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 7,242 | $353.0K | 0.08% | +10+0.1% | Added |
| Augustine Asset Management Inc | 7,378 | $359.0K | 0.22% | −1,339−15.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 7,418 | $361.0K | 0.04% | +7,418 | New |
| InterOcean Capital Group, LLC | 7,419 | $361.0K | 0.01% | +7,419 | New |
| Bessemer Group Inc | 7,510 | $366.0K | 0.00% | −30,706−80.3% | Reduced |
| WealthBridge Capital Management, LLC | 7,556 | $368.0K | 0.16% | +3,682+95.0% | Added |
| Sheets Smith Wealth Management | 7,580 | $369.0K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,608 | $370.0K | 0.02% | −162−2.1% | Reduced |
| Raymond James Trust N.A. | 7,586 | $370.0K | 0.01% | +34+0.5% | Added |
| Jump Financial, LLC | 7,720 | $376.0K | 0.02% | +7,720 | New |
| Prudential PLC | 7,744 | $377.0K | 0.01% | +756+10.8% | Added |
| SeaCrest Wealth Management, LLC | 7,756 | $378.0K | 0.05% | +377+5.1% | Added |
| M Holdings Securities, Inc. | 7,907 | $385.0K | 0.04% | −874−10.0% | Reduced |
| Black Swift Group, LLC | 7,975 | $388.0K | 0.18% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,250 | $389.0K | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 7,992 | $389.0K | 0.00% | +7,992 | New |
| Thompson Davis & Co., Inc. | 8,000 | $390.0K | 0.64% | −150−1.8% | Reduced |
| SFG Wealth Management, LLC. | 8,049 | $392.0K | 0.46% | +30.0% | Added |
| Atwood & Palmer Inc | 8,250 | $402.0K | 0.04% | −80−1.0% | Reduced |
| H&H Retirement Design & Management INC | 8,324 | $406.0K | 0.30% | +98+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 8,337 | $406.0K | 0.01% | +974+13.2% | Added |
| Penserra Capital Management LLC | 8,474 | $411.0K | 0.01% | −6,142−42.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,489 | $413.0K | 0.04% | −19,394−69.6% | Reduced |
| Aspire Private Capital, LLC | 8,513 | $414.0K | 0.15% | +416+5.1% | Added |
| Csenge Advisory Group | 8,542 | $416.0K | 0.03% | +1,585+22.8% | Added |
| TD Ameritrade Investment Management, LLC | 8,604 | $419.0K | 0.00% | −2,575−23.0% | Reduced |
| Verus Capital Partners, LLC | 3,761 | $421.0K | 0.08% | −6,806−64.4% | Reduced |
| Estabrook Capital Management | 8,716 | $424.4K | 0.07% | −43−0.5% | Reduced |