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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 2023

Institutional positions in Iron Mountain Inc as of Jun 30, 2023. 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
817
+35 vs. Q1 2023
Shares held
227.1M
+1.66M (+0.7%) vs. Q1 2023
Total value
$12.9B
+$954.9M (+8.0%) vs. Q1 2023
New holders
86
284 more added
Sold out
51
292 more reduced

8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 817 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ2 2023: $12.9B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2023.

Institutions holding IRM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fiduciary Group LLC7,250$411.9K0.05%00.0%Unchanged
SeaCrest Wealth Management, LLC7,206$409.4K0.05%−238−3.2%Reduced
Glenmede Trust Co NA7,710$407.9K0.00%00.0%Unchanged
Hudson Valley Investment Advisors Inc7,145$406.0K0.05%00.0%Unchanged
Kingsview Wealth Management, LLC7,107$403.8K0.02%−36−0.5%Reduced
Greenleaf Trust7,101$403.5K0.00%−342−4.6%Reduced
Gerber Kawasaki Wealth & Investment Management7,091$402.9K0.03%00.0%Unchanged
Ullmann Financial Group, Inc.7,076$402.1K0.08%+82+1.2%Added
Ieq Capital, LLC6,963$395.7K0.01%−1,700−19.6%Reduced
Investors Research Corp6,954$395.1K0.10%00.0%Unchanged
Foundations Investment Advisors, LLC6,940$394.3K0.01%+2,164+45.3%Added
Sheets Smith Wealth Management6,905$392.3K0.06%00.0%Unchanged
Sculati Wealth Management, LLC6,801$386.4K0.19%00.0%Unchanged
O'Shaughnessy Asset Management, LLC6,797$386.2K0.01%+381+5.9%Added
Coldstream Capital Management Inc6,691$380.2K0.01%+96+1.5%Added
E&G Advisors, LP6,625$376.4K0.13%00.0%Unchanged
Marshall Wace, LLP6,600$375.0K0.00%−2,657−28.7%Reduced
DCM Advisors, LLC6,586$374.2K0.16%+6,586New
Accuvest Global Advisors6,473$368.0K0.19%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S6,484$368.0K0.01%+3,071+90.0%Added
Centaurus Financial, Inc.6,463$367.0K0.03%−283−4.2%Reduced
Banque Cantonale Vaudoise6,457$367.0K0.02%00.0%Unchanged
Flagship Harbor Advisors, LLC6,395$363.4K0.03%+377+6.3%Added
DFPG Investments, LLC5,762$358.6K0.03%+947+19.7%Added
Kapstone Financial Advisors LLC5,788$357.6K0.30%+5,788New
Wealthcare Advisory Partners LLC6,272$356.4K0.02%−698−10.0%Reduced
J.W. Cole Advisors, Inc.6,252$355.2K0.03%−325−4.9%Reduced
Principle Wealth Partners LLC6,245$354.8K0.04%00.0%Unchanged
Garden State Investment Advisory Services LLC6,148$352.4K0.16%+204+3.4%Added
Equitable Holdings, Inc.6,090$346.0K0.00%−295−4.6%Reduced
Private Portfolio Partners LLC6,080$345.5K0.09%+6+0.1%Added
Transatlantique Private Wealth LLC6,069$344.8K0.18%−8,303−57.8%Reduced
Hilltop Holdings Inc.6,066$344.7K0.04%−11,399−65.3%Reduced
SFG Wealth Management, LLC.6,061$344.4K0.29%+30.0%Added
International Assets Investment Management, LLC6,017$341.9K0.05%−37−0.6%Reduced
Atalanta Sosnoff Capital, LLC5,941$337.6K0.01%00.0%Unchanged
Alberta Investment Management Corp5,900$335.2K0.00%00.0%Unchanged
Intrua Financial, LLC5,863$333.1K0.06%−95−1.6%Reduced
PEAK6 Investments LLC5,855$332.7K0.03%+5,855New
Golden State Equity Partners5,852$332.5K0.09%+5,852New
Griffin Asset Management, Inc.5,827$331.1K0.04%+29+0.5%Added
Dakota Wealth Management5,803$329.7K0.02%+1,316+29.3%Added
Laurion Capital Management LP5,800$329.6K0.01%+5,800New
Independent Solutions Wealth Management, LLC5,749$326.7K0.09%00.0%Unchanged
CTC Alternative Strategies, Ltd.5,700$323.9K0.40%+5,700New
Segall Bryant & Hamill, LLC5,666$321.9K0.00%−4,372−43.6%Reduced
Financial Management Professionals, Inc.5,610$319.0K0.05%+496+9.7%Added
Geneos Wealth Management Inc.5,524$313.9K0.02%+3,287+146.9%Added
Coastline Trust Co5,396$306.6K0.04%+200+3.8%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,359$304.5K0.01%−19,165−78.1%Reduced
BTC Capital Management, Inc.5,353$304.2K0.03%−3,101−36.7%Reduced
Southland Equity Partners LLC5,348$303.9K0.10%−910−14.5%Reduced
BancorpSouth Bank5,318$302.2K0.03%+5,318New
iA Global Asset Management Inc.5,312$302.0K0.01%+5,312New
M&R Capital Management Inc5,267$299.3K0.08%+332+6.7%Added
Goldstone Financial Group, LLC5,221$296.6K0.09%+215+4.3%Added
Diversified Trust Co5,210$296.0K0.01%+5,210New
Atomi Financial Group, Inc.5,200$295.5K0.13%00.0%Unchanged
Texas Yale Capital Corp.5,200$295.5K0.01%00.0%Unchanged
Pinnacle Family Advisors, LLC5,190$294.9K0.16%+28+0.5%Added
Destination Wealth Management5,133$291.7K0.01%+941+22.4%Added
Cambria Investment Management, L.P.5,111$290.4K0.02%+5,111New
HB Wealth Management, LLC5,042$286.5K0.00%−300−5.6%Reduced
Perfromance Wealth Partners, LLC4,889$284.7K0.01%00.0%Unchanged
West Wealth Group, LLC5,000$284.1K0.12%00.0%Unchanged
Pinebridge Investments, L.P.4,996$283.9K0.00%+4,996New
Allen Mooney & Barnes Investment Advisors LLC4,994$283.8K0.06%−500−9.1%Reduced
Richard W. Paul & Associates, LLC4,992$283.7K0.12%−27−0.5%Reduced
Essex Savings Bank4,982$283.0K0.09%−185−3.6%Reduced
Dorsey Wright & Associates4,976$283.0K0.09%−16−0.3%Reduced
Morris Retirement Advisors, LLC4,928$280.0K0.19%−200−3.9%Reduced
L.M. Kohn & Company4,875$277.0K0.10%00.0%Unchanged
Dynamic Technology Lab Private Ltd4,837$275.0K0.03%+4,837New
Verdence Capital Advisors LLC4,831$274.5K0.03%−3−0.1%Reduced
Brown Brothers Harriman & Co4,817$273.7K0.00%−3−0.1%Reduced
CWM, LLC4,791$272.0K0.00%−1,446−23.2%Reduced
Mastrapasqua Asset Management Inc4,755$270.2K0.03%+10.0%Added
Comerica Securities,inc.4,698$269.9K0.02%+410+9.6%Added
Huntington National Bank4,738$269.2K0.00%+759+19.1%Added
Wulff, Hansen & Co.4,720$268.2K0.30%00.0%Unchanged
Seelaus Asset Management LLC4,724$268.0K0.21%00.0%Unchanged
Weiss Asset Management LP4,702$267.2K0.03%+4,702New
High Net Worth Advisory Group LLC4,692$266.6K0.10%00.0%Unchanged
Armstrong Advisory Group, Inc4,683$266.1K0.03%00.0%Unchanged
Howland Capital Management LLC4,616$265.1K0.02%00.0%Unchanged
Personal Cfo Solutions, LLC4,639$263.6K0.05%+87+1.9%Added
Machina Capital S.A.S.4,605$261.7K0.15%+4,605New
Dark Forest Capital Management LP4,597$261.2K0.03%+4,597New
Prossimo Advisors, LLC4,565$259.0K0.25%+490+12.0%Added
Welch Group, LLC4,531$257.5K0.01%00.0%Unchanged
Parallel Advisors, LLC4,505$256.0K0.01%+2,637+141.2%Added
Commerzbank Aktiengesellschaft4,500$256.0K0.01%+4,500New
Profund Advisors LLC4,500$255.7K0.01%−75−1.6%Reduced
XML Financial, LLC4,468$253.9K0.03%+41+0.9%Added
Brinker Capital Investments, LLC4,451$252.9K0.00%−9−0.2%Reduced
Orion Portfolio Solutions, LLC4,451$252.9K0.00%−9−0.2%Reduced
Versor Investments LP4,441$252.3K0.04%+4,441New
Horizon Investments, LLC4,414$250.8K0.01%+386+9.6%Added
Edmp, Inc.4,387$249.3K0.24%00.0%Unchanged
TrinityPoint Wealth, LLC4,354$247.4K0.05%+168+4.0%Added