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 |
|---|---|---|---|---|---|
| Caption Management, LLC | 13,000 | $633.0K | 0.06% | +13,000 | New |
| Wolverine Trading, LLC | 13,125 | $632.0K | 0.02% | −5,298−28.8% | Reduced |
| Formidable Asset Management, LLC | 12,971 | $631.0K | 0.14% | +5,418+71.7% | Added |
| KBC Group NV | 12,749 | $621.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 12,264 | $597.0K | 0.02% | +10.0% | Added |
| Delta Capital Management LLC | 12,210 | $595.0K | 0.45% | +700+6.1% | Added |
| Prudent Man Advisors, LLC | 12,115 | $590.0K | 0.28% | −1,888−13.5% | Reduced |
| Transatlantique Private Wealth LLC | 12,089 | $589.0K | 0.41% | +12,089 | New |
| Archer Investment Corp | 12,000 | $584.3K | 0.24% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 11,965 | $583.0K | 0.00% | −5,420−31.2% | Reduced |
| Foster & Motley Inc | 11,952 | $582.0K | 0.05% | −201−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 11,953 | $582.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,921 | $581.0K | 0.01% | −7,173−37.6% | Reduced |
| Sigma Planning Corp | 11,903 | $580.0K | 0.02% | −702−5.6% | Reduced |
| Focus Financial Network, Inc. | 11,705 | $577.2K | 0.05% | +1,639+16.3% | Added |
| Strategic Investment Advisors | 11,808 | $575.0K | 0.11% | +23+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 11,715 | $570.0K | 0.39% | +258+2.3% | Added |
| Contravisory Investment Management, Inc. | 11,695 | $569.0K | 0.18% | −315−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,613 | $565.0K | 0.01% | +95+0.8% | Added |
| Armor Investment Advisors, LLC | 11,593 | $564.0K | 0.37% | −123−1.0% | Reduced |
| Pegasus Asset Management, Inc. | 11,495 | $560.0K | 0.30% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 11,483 | $559.0K | 0.14% | +400+3.6% | Added |
| HighPoint Advisor Group LLC | 11,395 | $556.0K | 0.06% | +11,395 | New |
| Lincoln National Corp | 11,355 | $553.0K | 0.01% | +94+0.8% | Added |
| Bank of the West | 11,340 | $552.0K | 0.07% | −2,000−15.0% | Reduced |
| Outlook Wealth Advisors, LLC | 11,318 | $551.0K | 0.23% | +188+1.7% | Added |
| APG Asset Management N.V. | 11,805 | $550.0K | 0.00% | −6,400−35.2% | Reduced |
| Harbour Investments, Inc. | 11,252 | $548.0K | 0.04% | +11,252 | New |
| BTC Capital Management, Inc. | 10,973 | $535.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 10,831 | $534.0K | 0.05% | +934+9.4% | Added |
| Great Lakes Advisors, LLC | 10,952 | $533.0K | 0.01% | +10,952 | New |
| Hunter Associates Investment Management LLC | 10,900 | $531.0K | 0.13% | +6,900+172.5% | Added |
| 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 |
| United Services Automobile Association | 10,601 | $516.0K | 0.01% | +10,601 | New |
| 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 |
| Independent Financial Group, LLC | 10,457 | $509.2K | 0.05% | −573−5.2% | Reduced |
| 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 |
| Advisor Resource Council | 10,421 | $508.0K | 0.05% | +4,561+77.8% | Added |
| FDx Advisors, Inc. | 10,304 | $502.0K | 0.02% | +30.0% | Added |
| Wealthcare Advisory Partners LLC | 10,272 | $500.0K | 0.03% | −917−8.2% | Reduced |
| Bailard, Inc. | 10,258 | $499.0K | 0.02% | +651+6.8% | Added |
| ING Groep NV | 10,238 | $498.0K | 0.01% | −40,084−79.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,187 | $496.0K | 0.04% | +10,187 | New |
| Montag A & Associates Inc | 10,043 | $495.0K | 0.03% | −550−5.2% | Reduced |
| Demars Financial Group, LLC | 10,105 | $492.0K | 0.28% | +413+4.3% | Added |
| Plimoth Trust Co LLC | 10,078 | $491.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 10,044 | $488.0K | 0.00% | −9,287−48.0% | Reduced |
| Atlantic Union Bankshares Corp | 9,940 | $484.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,927 | $483.0K | 0.04% | +1,380+16.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,805 | $477.0K | 0.01% | −210,000−95.5% | Reduced |
| Merit Financial Group, LLC | 9,612 | $468.0K | 0.01% | +481+5.3% | Added |
| Wedbush Securities Inc | 9,514 | $463.0K | 0.03% | −1,365−12.5% | Reduced |
| Heartland Bank & Trust Co | 9,480 | $461.0K | 0.41% | +86+0.9% | Added |
| Dowling & Yahnke LLC | 9,302 | $453.0K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 9,150 | $446.0K | 0.14% | +3,150+52.5% | Added |
| Herold Advisors, Inc. | 9,150 | $445.0K | 0.20% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,129 | $444.5K | 0.00% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,101 | $443.0K | 0.20% | −1,765−16.2% | Reduced |
| Atlas Capital Advisors LLC | 9,095 | $442.8K | 0.08% | +995+12.3% | Added |
| Seeyond | 8,970 | $436.0K | 0.05% | +627+7.5% | Added |
| Sawtooth Solutions, LLC | 8,882 | $432.0K | 0.06% | +2,604+41.5% | Added |
| Estabrook Capital Management | 8,716 | $424.4K | 0.07% | −43−0.5% | Reduced |
| Verus Capital Partners, LLC | 3,761 | $421.0K | 0.08% | −6,806−64.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 8,604 | $419.0K | 0.00% | −2,575−23.0% | Reduced |
| Csenge Advisory Group | 8,542 | $416.0K | 0.03% | +1,585+22.8% | Added |
| Aspire Private Capital, LLC | 8,513 | $414.0K | 0.15% | +416+5.1% | Added |
| Moody Lynn & Lieberson, LLC | 8,489 | $413.0K | 0.04% | −19,394−69.6% | Reduced |
| Penserra Capital Management LLC | 8,474 | $411.0K | 0.01% | −6,142−42.0% | 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 |
| Atwood & Palmer Inc | 8,250 | $402.0K | 0.04% | −80−1.0% | Reduced |
| SFG Wealth Management, LLC. | 8,049 | $392.0K | 0.46% | +30.0% | Added |
| Thompson Davis & Co., Inc. | 8,000 | $390.0K | 0.64% | −150−1.8% | Reduced |
| 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 |
| Black Swift Group, LLC | 7,975 | $388.0K | 0.18% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 7,907 | $385.0K | 0.04% | −874−10.0% | Reduced |
| SeaCrest Wealth Management, LLC | 7,756 | $378.0K | 0.05% | +377+5.1% | Added |
| Prudential PLC | 7,744 | $377.0K | 0.01% | +756+10.8% | Added |
| Jump Financial, LLC | 7,720 | $376.0K | 0.02% | +7,720 | New |
| 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 |
| Sheets Smith Wealth Management | 7,580 | $369.0K | 0.06% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 7,556 | $368.0K | 0.16% | +3,682+95.0% | Added |
| Bessemer Group Inc | 7,510 | $366.0K | 0.00% | −30,706−80.3% | 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 |
| Augustine Asset Management Inc | 7,378 | $359.0K | 0.22% | −1,339−15.4% | Reduced |
| TBH Global Asset Management, LLC | 7,242 | $353.0K | 0.08% | +10+0.1% | Added |
| Fca Corp | 7,200 | $351.0K | 0.14% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 7,138 | $348.0K | 0.15% | +225+3.3% | Added |
| Engineers Gate Manager LP | 7,136 | $347.0K | 0.01% | +7,136 | New |
| 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 |
| Investors Research Corp | 6,954 | $339.0K | 0.10% | 00.0% | Unchanged |