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 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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 8,882 | $432.0K | 0.06% | +2,604+41.5% | Added |
| Seeyond | 8,970 | $436.0K | 0.05% | +627+7.5% | Added |
| Atlas Capital Advisors LLC | 9,095 | $442.8K | 0.08% | +995+12.3% | Added |
| Redhawk Wealth Advisors, Inc. | 9,101 | $443.0K | 0.20% | −1,765−16.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,129 | $444.5K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 9,150 | $445.0K | 0.20% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 9,150 | $446.0K | 0.14% | +3,150+52.5% | Added |
| Dowling & Yahnke LLC | 9,302 | $453.0K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 9,480 | $461.0K | 0.41% | +86+0.9% | Added |
| Wedbush Securities Inc | 9,514 | $463.0K | 0.03% | −1,365−12.5% | Reduced |
| Merit Financial Group, LLC | 9,612 | $468.0K | 0.01% | +481+5.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,805 | $477.0K | 0.01% | −210,000−95.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,927 | $483.0K | 0.04% | +1,380+16.1% | Added |
| Atlantic Union Bankshares Corp | 9,940 | $484.0K | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,044 | $488.0K | 0.00% | −9,287−48.0% | Reduced |
| Colonial River Wealth Management, LLC | 10,060 | $490.0K | 0.32% | −421−4.0% | Reduced |
| Coastal Investment Advisors, Inc. | 9,925 | $490.0K | 0.12% | −72−0.7% | Reduced |
| Plimoth Trust Co LLC | 10,078 | $491.0K | 0.15% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 10,105 | $492.0K | 0.28% | +413+4.3% | Added |
| Montag A & Associates Inc | 10,043 | $495.0K | 0.03% | −550−5.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,187 | $496.0K | 0.04% | +10,187 | New |
| ING Groep NV | 10,238 | $498.0K | 0.01% | −40,084−79.7% | Reduced |
| Bailard, Inc. | 10,258 | $499.0K | 0.02% | +651+6.8% | Added |
| Wealthcare Advisory Partners LLC | 10,272 | $500.0K | 0.03% | −917−8.2% | Reduced |
| FDx Advisors, Inc. | 10,304 | $502.0K | 0.02% | +30.0% | Added |
| Advisor Resource Council | 10,421 | $508.0K | 0.05% | +4,561+77.8% | Added |
| Park Avenue Securities LLC | 10,446 | $509.0K | 0.01% | +1,934+22.7% | Added |
| Allstate Corp | 10,451 | $509.0K | 0.02% | +10,451 | New |
| Independent Financial Group, LLC | 10,457 | $509.2K | 0.05% | −573−5.2% | Reduced |
| TRUE Private Wealth Advisors | 10,560 | $514.0K | 0.07% | −99−0.9% | Reduced |
| Vicus Capital | 10,564 | $514.0K | 0.06% | +3,456+48.6% | Added |
| United Services Automobile Association | 10,601 | $516.0K | 0.01% | +10,601 | New |
| Virtu Financial LLC | 10,673 | $520.0K | 0.04% | +3,704+53.1% | Added |
| Diversified Trust Co | 10,679 | $520.0K | 0.02% | +10,679 | New |
| Hunter Associates Investment Management LLC | 10,900 | $531.0K | 0.13% | +6,900+172.5% | Added |
| Great Lakes Advisors, LLC | 10,952 | $533.0K | 0.01% | +10,952 | New |
| Proequities, Inc. | 10,831 | $534.0K | 0.05% | +934+9.4% | Added |
| BTC Capital Management, Inc. | 10,973 | $535.0K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,252 | $548.0K | 0.04% | +11,252 | New |
| APG Asset Management N.V. | 11,805 | $550.0K | 0.00% | −6,400−35.2% | Reduced |
| Outlook Wealth Advisors, LLC | 11,318 | $551.0K | 0.23% | +188+1.7% | Added |
| Bank of the West | 11,340 | $552.0K | 0.07% | −2,000−15.0% | Reduced |
| Lincoln National Corp | 11,355 | $553.0K | 0.01% | +94+0.8% | Added |
| HighPoint Advisor Group LLC | 11,395 | $556.0K | 0.06% | +11,395 | New |
| Wellington Shields & Co., LLC | 11,483 | $559.0K | 0.14% | +400+3.6% | Added |
| Pegasus Asset Management, Inc. | 11,495 | $560.0K | 0.30% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 11,593 | $564.0K | 0.37% | −123−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,613 | $565.0K | 0.01% | +95+0.8% | Added |
| Contravisory Investment Management, Inc. | 11,695 | $569.0K | 0.18% | −315−2.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,715 | $570.0K | 0.39% | +258+2.3% | Added |
| Strategic Investment Advisors | 11,808 | $575.0K | 0.11% | +23+0.2% | Added |
| Focus Financial Network, Inc. | 11,705 | $577.2K | 0.05% | +1,639+16.3% | Added |
| Sigma Planning Corp | 11,903 | $580.0K | 0.02% | −702−5.6% | Reduced |
| Cerity Partners LLC | 11,921 | $581.0K | 0.01% | −7,173−37.6% | Reduced |
| E. Ohman J:or Asset Management AB | 11,953 | $582.0K | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 11,952 | $582.0K | 0.05% | −201−1.7% | Reduced |
| Fayez Sarofim & Co | 11,965 | $583.0K | 0.00% | −5,420−31.2% | Reduced |
| Archer Investment Corp | 12,000 | $584.3K | 0.24% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 12,089 | $589.0K | 0.41% | +12,089 | New |
| Prudent Man Advisors, LLC | 12,115 | $590.0K | 0.28% | −1,888−13.5% | Reduced |
| Delta Capital Management LLC | 12,210 | $595.0K | 0.45% | +700+6.1% | Added |
| HM Payson & Co | 12,264 | $597.0K | 0.02% | +10.0% | Added |
| KBC Group NV | 12,749 | $621.0K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,971 | $631.0K | 0.14% | +5,418+71.7% | Added |
| Wolverine Trading, LLC | 13,125 | $632.0K | 0.02% | −5,298−28.8% | Reduced |
| Caption Management, LLC | 13,000 | $633.0K | 0.06% | +13,000 | New |
| Royal Fund Management, LLC | 13,045 | $635.0K | 0.11% | +4,243+48.2% | Added |
| Scotia Capital Inc. | 13,106 | $638.0K | 0.00% | +6,032+85.3% | Added |
| Rafferty Asset Management, LLC | 13,488 | $657.0K | 0.01% | −2,340−14.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,511 | $658.0K | 0.09% | +13,511 | New |
| Meeder Asset Management Inc | 13,638 | $664.0K | 0.04% | −248−1.8% | Reduced |
| Princeton Capital Management LLC | 13,734 | $669.0K | 0.26% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 13,760 | $669.0K | 0.69% | +91+0.7% | Added |
| Mathes Company, Inc. | 13,850 | $674.0K | 0.33% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,225 | $690.0K | 0.18% | −181−1.3% | Reduced |
| Advisor Partners LLC | 14,307 | $697.0K | 0.05% | −138−1.0% | Reduced |
| Pathstone Family Office, LLC | 14,256 | $702.0K | 0.02% | −2,692−15.9% | Reduced |
| Essex Financial Services, Inc. | 14,492 | $706.0K | 0.08% | +819+6.0% | Added |
| Roosevelt Investment Group LLC | 14,612 | $711.0K | 0.05% | +147+1.0% | Added |
| Quadrature Capital Ltd | 14,942 | $728.0K | 0.03% | +14,942 | New |
| B. Riley Wealth Management, Inc. | 15,170 | $739.0K | 0.07% | +3,673+31.9% | Added |
| AdvisorShares Investments LLC | 15,210 | $741.0K | 0.21% | +15,210 | New |
| Banque Cantonale Vaudoise | 15,357 | $747.0K | 0.04% | +5,200+51.2% | Added |
| JB Capital LLC | 15,364 | $748.0K | 0.08% | +498+3.3% | Added |
| Creative Planning | 15,487 | $754.0K | 0.00% | +1,633+11.8% | Added |
| Oppenheimer & Co Inc | 15,515 | $755.0K | 0.02% | −7,371−32.2% | Reduced |
| Wetherby Asset Management Inc | 15,550 | $757.0K | 0.05% | +5,578+55.9% | Added |
| Beacon Financial Advisory LLC | 15,619 | $760.0K | 0.43% | +91+0.6% | Added |
| Abbot Financial Management, Inc. | 15,600 | $760.0K | 0.46% | +250+1.6% | Added |
| Toroso Investments, LLC | 15,656 | $762.0K | 0.03% | +4,217+36.9% | Added |
| Nicholas Investment Partners, LP | 15,835 | $771.0K | 0.07% | +15,835 | New |
| Ahrens Investment Partners LLC | 15,900 | $774.0K | 0.34% | −493−3.0% | Reduced |
| Clearstead Advisors, LLC | 15,911 | $775.0K | 0.06% | +15,078+1,810.1% | Added |
| New Mexico Educational Retirement Board | 16,040 | $781.0K | 0.04% | −800−4.8% | Reduced |
| First National Trust Co | 16,057 | $782.0K | 0.04% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 16,117 | $785.0K | 0.10% | −322−2.0% | Reduced |
| Hilltop Holdings Inc. | 16,400 | $798.0K | 0.11% | −3,694−18.4% | Reduced |
| Capital Investment Advisory Services, LLC | 16,540 | $805.0K | 0.10% | −9,473−36.4% | Reduced |
| Tyler-Stone Wealth Management | 16,625 | $809.0K | 0.54% | −1,700−9.3% | Reduced |
| Roman Butler Fullerton & Co | 18,032 | $809.0K | 0.45% | +53+0.3% | Added |