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 |
|---|---|---|---|---|---|
| First Community Trust NA | 385 | $19.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 384 | $19.0K | 0.01% | +384 | New |
| Leonteq Securities AG | 372 | $18.1K | 0.00% | +372 | New |
| JFS Wealth Advisors, LLC | 370 | $18.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 378 | $18.0K | 0.00% | +54+16.7% | Added |
| Piscataqua Savings Bank | 353 | $17.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 333 | $16.0K | 0.00% | +4+1.2% | Added |
| Pflug Koory, LLC | 329 | $16.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 334 | $16.0K | 0.00% | +313+1,490.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 325 | $16.0K | 0.00% | +325 | New |
| Exchange Traded Concepts, LLC | 312 | $15.0K | 0.00% | +82+35.7% | Added |
| IAG Wealth Partners, LLC | 295 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 272 | $13.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 255 | $12.0K | 0.00% | +159+165.6% | Added |
| Covington Capital Management | 230 | $11.0K | 0.00% | −45−16.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 232 | $11.0K | 0.00% | +3+1.3% | Added |
| Heritage Wealth Management, LLC | 219 | $10.7K | 0.00% | +104+90.4% | Added |
| BerganKDV Wealth Management, LLC | 209 | $10.0K | 0.00% | +2+1.0% | Added |
| GW&K Investment Management, LLC | 210 | $10.0K | 0.00% | +40+23.5% | Added |
| Assetmark, Inc | 207 | $10.0K | 0.00% | +73+54.5% | Added |
| HHM Wealth Advisors, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Total Clarity Wealth Management, Inc. | 200 | $10.0K | 0.01% | +200 | New |
| Ronald Blue Trust, Inc. | 174 | $10.0K | 0.00% | +174 | New |
| Prestige Wealth Management Group LLC | 197 | $9.00K | 0.00% | +45+29.6% | Added |
| Cohen & Steers, Inc. | 161 | $8.00K | 0.00% | −4,586−96.6% | Reduced |
| Farmers & Merchants Investments Inc | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 167 | $8.00K | 0.00% | +167 | New |
| Carmichael Hill & Associates, Inc. | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 150 | $7.00K | 0.00% | +1+0.7% | Added |
| Glassman Wealth Services | 138 | $7.00K | 0.00% | +53+62.4% | Added |
| Curi Capital | 153 | $7.00K | 0.00% | +150+5,000.0% | Added |
| Bell Investment Advisors, Inc | 142 | $7.00K | 0.00% | +142 | New |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 130 | $6.00K | 0.00% | +2+1.6% | Added |
| McIlrath & Eck, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 95 | $5.00K | 0.00% | +95 | New |
| Hudock, Inc. | 99 | $4.00K | 0.00% | +1+1.0% | Added |
| Rise Advisors, LLC | 90 | $4.00K | 0.00% | +30+50.0% | Added |
| Centersquare Investment Management LLC | 88 | $4.00K | 0.00% | +88 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $3.00K | 0.00% | +3+4.9% | Added |
| Larson Financial Group LLC | 56 | $3.00K | 0.00% | +56 | New |
| Raffa Wealth Management, LLC | 61 | $2.97K | 0.00% | +22+56.4% | Added |
| Sandy Spring Bank | 45 | $2.00K | 0.00% | +1+2.3% | Added |
| Evoke Wealth, LLC | 40 | $2.00K | 0.00% | +7+21.2% | Added |
| Kelly Financial Services LLC | 36 | $1.75K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $1.00K | 0.00% | −29−53.7% | Reduced |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15 | $1.00K | 0.00% | +15 | New |
| Eagle Bay Advisors LLC | 20 | $974 | 0.00% | +20 | New |
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −116,600−100.0% | Reduced |
| Key Financial Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 10 | $0 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 276 | – | – | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −361,585−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −159,704−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −99,985−100.0% | Sold out |
| Nelson Capital Management, LLC | 0 | $0 | 0.00% | −86,636−100.0% | Sold out |
| Swarthmore Group Inc | 0 | $0 | 0.00% | −59,661−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −51,953−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −42,115−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −22,880−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −14,383−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,275−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −11,210−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −34,021−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −11,042−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −10,863−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −9,723−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −9,530−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −9,493−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −8,041−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,835−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,718−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −7,553−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −7,395−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −6,422−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −6,122−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Beaumont Financial Partners, LLC | 0 | $0 | 0.00% | −5,678−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −5,642−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,626−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −5,617−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −5,033−100.0% | Sold out |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −4,664−100.0% | Sold out |