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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 3,944 | $192.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,905 | $190.0K | 0.12% | 00.0% | Unchanged |
| Surevest, LLC | 3,597 | $175.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 3,577 | $174.0K | 0.00% | +318+9.8% | Added |
| IFP Advisors, Inc | 4,431 | $172.0K | 0.01% | −3,810−46.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,490 | $170.0K | 0.04% | −608−14.8% | Reduced |
| Ellevest, Inc. | 3,318 | $162.0K | 0.02% | +2,018+155.2% | Added |
| Raleigh Capital Management Inc. | 3,316 | $161.0K | 0.09% | +399+13.7% | Added |
| Private Trust Co NA | 3,161 | $154.0K | 0.02% | +3,161 | New |
| Financial Management Professionals, Inc. | 3,034 | $148.0K | 0.04% | +438+16.9% | Added |
| M&R Capital Management Inc | 3,039 | $147.0K | 0.04% | +252+9.0% | Added |
| Clean Yield Group | 3,000 | $146.0K | 0.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,928 | $143.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 2,915 | $142.0K | 0.01% | −1,158−28.4% | Reduced |
| Desjardins Global Asset Management Inc. | 2,733 | $133.0K | 0.02% | +1,810+196.1% | Added |
| 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 |
| Ci Investments Inc. | 2,671 | $130.0K | 0.00% | −2,070−43.7% | Reduced |
| CoreCap Advisors, LLC | 2,658 | $129.0K | 0.01% | +2,658 | New |
| ACG Wealth | 2,602 | $127.0K | 0.03% | +2,602 | New |
| Charter Oak Capital Management, LLC | 2,590 | $126.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,500 | $122.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,348 | $115.0K | 0.00% | +800+51.7% | Added |
| Orion Capital Management LLC | 2,300 | $112.0K | 0.09% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,211 | $109.0K | 0.08% | +209+10.4% | Added |
| NVWM, LLC | 2,151 | $106.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 2,107 | $103.0K | 0.01% | +668+46.4% | Added |
| Vigilant Capital Management, LLC | 2,024 | $99.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $97.4K | 0.05% | 00.0% | Unchanged |
| 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 |
| Sentry Investment Management LLC | 1,978 | $96.0K | 0.04% | −385−16.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,908 | $93.0K | 0.03% | −2,178−53.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,767 | $86.0K | 0.01% | +200+12.8% | 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 |
| Carolinas Wealth Consulting LLC | 1,647 | $81.0K | 0.02% | +15+0.9% | Added |
| Retirement Group, LLC | 1,642 | $80.0K | 0.03% | +8+0.5% | Added |
| Federated Hermes, Inc. | 1,612 | $79.0K | 0.00% | +1,521+1,671.4% | Added |
| Sutton Wealth Advisors Inc. | 1,596 | $77.7K | 0.03% | +1,550+3,369.6% | Added |
| Brewin Dolphin Ltd | 1,512 | $74.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Newbridge Financial Services Group, Inc. | 1,461 | $71.0K | 0.04% | −351−19.4% | Reduced |
| Prospera Financial Services Inc | 1,408 | $69.0K | 0.00% | −626−30.8% | Reduced |
| 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 |
| Silvant Capital Management LLC | 1,292 | $64.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,279 | $62.0K | 0.02% | +69+5.7% | Added |
| Baldwin Brothers Inc | 1,200 | $58.0K | 0.01% | +200+20.0% | Added |
| Quintet Private Bank (Europe) S.A. | 992 | $56.8K | 0.00% | +992 | New |
| Umb Bank N A | 1,116 | $55.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| GPS Wealth Strategies Group, LLC | 1,088 | $53.0K | 0.01% | +7+0.6% | 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 |
| 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 |
| Tradition Wealth Management, LLC | 979 | $48.0K | 0.01% | +9+0.9% | Added |
| North Star Investment Management Corp. | 970 | $47.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 969 | $47.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 945 | $46.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $45.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 895 | $44.0K | 0.04% | −4,120−82.2% | Reduced |
| Corsicana & Co. | 900 | $44.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 900 | $43.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 858 | $42.0K | 0.00% | +55+6.8% | Added |
| Proffitt & Goodson Inc | 825 | $40.0K | 0.01% | −306−27.1% | Reduced |
| American Research & Management Co. | 808 | $39.0K | 0.01% | −581−41.8% | Reduced |
| Howe & Rusling Inc | 804 | $39.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 798 | $39.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 786 | $38.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 759 | $37.0K | 0.00% | −325−30.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 767 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 735 | $36.0K | 0.00% | +735 | New |
| Valley National Advisers Inc | 684 | $34.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 682 | $33.0K | 0.00% | +682 | New |
| Tucker Asset Management LLC | 655 | $31.9K | 0.01% | +655 | New |
| AGF Investments LLC | 612 | $30.0K | 0.00% | −19,979−97.0% | Reduced |
| Hanson & Doremus Investment Management | 625 | $30.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 622 | $30.0K | 0.00% | +21+3.5% | Added |
| Lindbrook Capital, LLC | 597 | $29.0K | 0.00% | +231+63.1% | Added |
| Lee Financial Co | 565 | $28.0K | 0.01% | +30+5.6% | Added |
| Webster Bank, N. A. | 557 | $27.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 527 | $26.0K | 0.00% | +4+0.8% | Added |
| Financial Avengers, Inc. | 534 | $26.0K | 0.02% | +5+0.9% | Added |
| Trust Co of Vermont | 522 | $25.0K | 0.00% | +522 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $24.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 500 | $24.0K | 0.02% | +500 | New |
| GHP Investment Advisors, Inc. | 482 | $23.0K | 0.00% | +5+1.0% | Added |
| Quadrant Capital Group LLC | 452 | $22.0K | 0.00% | −7−1.5% | Reduced |
| Byrne Asset Management LLC | 450 | $22.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 436 | $21.0K | 0.00% | +5+1.2% | Added |
| PFS Partners, LLC | 419 | $20.4K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 421 | $20.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 380 | $19.0K | 0.02% | −40−9.5% | Reduced |
| AlphaMark Advisors, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $19.0K | 0.01% | 00.0% | Unchanged |