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 |
|---|---|---|---|---|---|
| Redpoint Investment Management Pty Ltd | 6,940 | $338.0K | 0.04% | −88−1.3% | Reduced |
| All Season Financial Advisors, Inc. | 6,929 | $337.0K | 0.29% | −5,831−45.7% | Reduced |
| PEAK6 Investments LLC | 5,855 | $332.7K | 0.01% | +5,855 | New |
| Coldstream Capital Management Inc | 6,800 | $331.0K | 0.01% | +306+4.7% | Added |
| Global Retirement Partners, LLC | 6,781 | $330.0K | 0.03% | −111−1.6% | Reduced |
| Veritable, L.P. | 6,696 | $326.0K | 0.01% | +387+6.1% | Added |
| 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 |
| CPR Investments Inc. | 6,644 | $323.0K | 0.49% | −79−1.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,614 | $322.0K | 0.11% | −118−1.8% | Reduced |
| Teamwork Financial Advisors, LLC | 6,546 | $319.0K | 0.07% | −6,411−49.5% | Reduced |
| Greenleaf Trust | 6,529 | $318.0K | 0.00% | +885+15.7% | Added |
| 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 |
| 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 |
| 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 |
| Hudson Valley Investment Advisors Inc | 6,400 | $312.0K | 0.05% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 6,385 | $311.0K | 0.05% | +53+0.8% | Added |
| TFG Advisers LLC | 6,322 | $308.0K | 0.16% | +6,322 | New |
| Ieq Capital, LLC | 6,305 | $307.0K | 0.01% | +351+5.9% | Added |
| American Portfolios Advisors | 6,236 | $303.6K | 0.01% | −472−7.0% | Reduced |
| One Charles Private Wealth Services, LLC | 6,413 | $303.0K | 0.20% | +30.0% | 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 |
| Southland Equity Partners LLC | 6,154 | $299.6K | 0.14% | +176+2.9% | Added |
| GM Advisory Group, Inc. | 6,105 | $297.0K | 0.05% | −602−9.0% | Reduced |
| Principle Wealth Partners LLC | 6,050 | $295.0K | 0.04% | −1,060−14.9% | Reduced |
| Kayne Anderson Capital Advisors LP | 6,000 | $292.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 5,874 | $291.0K | 0.00% | +700+13.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,963 | $290.3K | 0.07% | +10+0.2% | Added |
| Verdence Capital Advisors LLC | 5,913 | $288.0K | 0.04% | +113+1.9% | Added |
| High Net Worth Advisory Group LLC | 5,901 | $287.0K | 0.12% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,838 | $284.0K | 0.02% | +1,070+22.4% | Added |
| Stephens Inc | 5,754 | $280.0K | 0.01% | +5,754 | New |
| Private Portfolio Partners LLC | 5,704 | $277.8K | 0.08% | −199−3.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,651 | $275.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Smithfield Trust Co | 5,525 | $269.0K | 0.02% | −30−0.5% | Reduced |
| Glenmede Trust Co NA | 5,535 | $268.0K | 0.00% | −982−15.1% | Reduced |
| Moneta Group Investment Advisors LLC | 5,484 | $267.0K | 0.01% | +521+10.5% | Added |
| Kingsview Wealth Management, LLC | 5,464 | $266.0K | 0.01% | −393−6.7% | Reduced |
| Deseret Mutual Benefit Administrators | 5,441 | $265.0K | 0.06% | +1,221+28.9% | Added |
| Washington Trust Co | 5,402 | $263.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,390 | $262.0K | 0.03% | −2,760−33.9% | Reduced |
| MSH Capital Advisors LLC | 5,258 | $256.0K | 0.12% | +357+7.3% | Added |
| Twinbeech Capital LP | 5,259 | $256.0K | 0.01% | +5,259 | New |
| 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 |
| Essex Savings Bank | 5,167 | $252.0K | 0.10% | 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 |
| Cullinan Associates Inc | 5,125 | $250.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,145 | $249.0K | 0.02% | +932+22.1% | Added |
| Ninepoint Partners LP | 5,062 | $246.0K | 0.04% | +5,062 | New |
| West Wealth Group, LLC | 5,000 | $243.0K | 0.11% | 00.0% | Unchanged |
| Man Group plc | – | $243.0K | 0.00% | – | New |
| 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 |
| 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 |
| Selective Wealth Management, Inc. | 4,884 | $238.0K | 0.08% | +459+10.4% | Added |
| Brighton Jones LLC | 4,839 | $236.0K | 0.01% | +121+2.6% | Added |
| Balentine LLC | 4,820 | $235.0K | 0.01% | +4,820 | New |
| Koshinski Asset Management, Inc. | 4,808 | $234.0K | 0.02% | 00.0% | Unchanged |
| L.M. Kohn & Company | 4,775 | $233.0K | 0.11% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,740 | $231.0K | 0.01% | −199−4.0% | 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 |
| AMJ Financial Wealth Management | 4,706 | $229.0K | 0.20% | −4,776−50.4% | Reduced |
| Edmp, Inc. | 4,688 | $228.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| Gitterman Wealth Management, LLC | 4,631 | $225.0K | 0.21% | −580−11.1% | Reduced |
| Moreno Evelyn V | 4,600 | $224.0K | 0.05% | +4,600 | New |
| Apollon Wealth Management, LLC | 4,553 | $222.0K | 0.02% | +839+22.6% | Added |
| Welch Group, LLC | 4,531 | $221.0K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,464 | $220.0K | 0.02% | +179+4.2% | Added |
| Bradley Foster & Sargent Inc | 4,504 | $219.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tradewinds, LLC. | 4,398 | $214.0K | 0.15% | +4,398 | New |
| HB Wealth Management, LLC | 4,360 | $212.0K | 0.00% | +225+5.4% | Added |
| Acadian Asset Management LLC | 4,314 | $210.0K | 0.00% | +1,811+72.4% | Added |
| 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 |
| 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 |
| IHT Wealth Management, LLC | 4,117 | $200.0K | 0.02% | +94+2.3% | Added |
| Signaturefd, LLC | 4,000 | $195.0K | 0.01% | −20.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,994 | $194.0K | 0.01% | +134+3.5% | Added |