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Livermore
ZHEN

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
Stephens Inc4,353$247.4K0.00%+4,353New
Cornerstone Wealth Management, LLC4,345$246.9K0.02%+4,345New
Curi Capital4,327$245.9K0.03%00.0%Unchanged
TRUE Private Wealth Advisors4,319$245.4K0.04%00.0%Unchanged
Boston Financial Mangement LLC4,260$242.1K0.01%−340−7.4%Reduced
Soltis Investment Advisors LLC4,242$241.0K0.03%−31,268−88.1%Reduced
Oversea-Chinese Banking CORP Ltd4,205$238.9K0.01%−2,478−37.1%Reduced
Kavar Capital Partners Group, LLC4,150$235.8K0.05%−20,668−83.3%Reduced
Crown Wealth Group, LLC4,150$235.8K0.19%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,146$235.6K0.02%+41+1.0%Added
Signaturefd, LLC4,126$234.4K0.01%+704+20.6%Added
Koshinski Asset Management, Inc.4,105$233.2K0.02%−480−10.5%Reduced
Bogart Wealth, LLC4,076$231.6K0.01%+30+0.7%Added
Wealthsource Partners, LLC4,071$231.3K0.02%+205+5.3%Added
Federated Hermes, Inc.4,017$228.2K0.00%+2,649+193.6%Added
Tudor Investment Corp Et Al4,008$227.7K0.00%+4,008New
Retirement Income Solutions, Inc4,000$227.3K0.06%00.0%Unchanged
Murphy, Middleton, Hinkle & Parker, Inc.4,000$227.3K0.14%00.0%Unchanged
Citizens Business Bank4,000$227.3K0.05%00.0%Unchanged
Toth Financial Advisory Corp3,953$224.6K0.03%00.0%Unchanged
Xcel Wealth Management, LLC3,910$222.2K0.07%00.0%Unchanged
Park National Corp3,905$221.9K0.01%00.0%Unchanged
Private Trust Co NA3,873$220.1K0.03%+1,199+44.8%Added
Raleigh Capital Management Inc.3,858$219.2K0.11%+301+8.5%Added
Strategic Financial Concepts, LLC3,853$218.9K0.08%−457−10.6%Reduced
Capital International Inc3,838$218.1K0.00%−3,272−46.0%Reduced
FDx Advisors, Inc.3,835$218.0K0.01%−5,980−60.9%Reduced
Fund Management at Engine No. 1 LLC3,796$215.7K0.04%+3,796New
Grey Street Capital, LLC3,731$214.3K0.11%−1,849−33.1%Reduced
Onyx Bridge Wealth Group LLC3,769$214.2K0.05%−48−1.3%Reduced
Belpointe Asset Management LLC3,767$214.1K0.02%−3,399−47.4%Reduced
Moneta Group Investment Advisors LLC3,757$213.5K0.00%+3,757New
Aire Advisors, LLC3,752$213.2K0.06%+3,752New
Advisors Capital Management, LLC3,752$213.0K0.01%+3,752New
Verition Fund Management LLC3,745$212.8K0.00%−4,859−56.5%Reduced
Nations Financial Group Inc,3,739$212.4K0.02%+3,739New
Change Path, LLC3,736$212.0K0.01%+3,736New
Beaumont Financial Advisors, LLC3,703$210.4K0.02%+3,703New
Panagora Asset Management Inc3,693$209.8K0.00%+3,693New
Advisors Management Group Inc3,597$204.0K0.06%+3,597New
Evergreen Capital Management LLC3,545$203.5K0.01%+3,545New
Ameritas Investment Partners, Inc.3,577$203.2K0.01%00.0%Unchanged
Washington Trust Co3,566$202.6K0.01%−1,766−33.1%Reduced
Prime Capital Investment Advisors, LLC3,560$202.3K0.00%+3,560New
Strategic Blueprint, LLC3,535$200.9K0.02%+3,535New
TD Ameritrade Investment Management, LLC3,456$196.0K0.00%−469−11.9%Reduced
Sutton Wealth Advisors Inc.3,294$187.2K0.09%00.0%Unchanged
Smithfield Trust Co3,282$187.0K0.01%−280−7.9%Reduced
Penserra Capital Management LLC3,326$187.0K0.00%+1,818+120.6%Added
Deseret Mutual Benefit Administrators3,285$186.7K0.07%−21−0.6%Reduced
Whittier Trust Co3,181$180.7K0.00%00.0%Unchanged
Clean Yield Group3,000$170.5K0.07%00.0%Unchanged
IFP Advisors, Inc4,541$154.2K0.01%−368−7.5%Reduced
Ninepoint Partners LP2,653$150.7K0.02%−509−16.1%Reduced
Federation des caisses Desjardins du Quebec2,432$138.2K0.00%00.0%Unchanged
Addison Advisors LLC2,251$127.9K0.06%+200+9.8%Added
ICA Group Wealth Management, LLC2,189$124.4K0.03%+1,054+92.9%Added
NVWM, LLC2,151$123.6K0.04%00.0%Unchanged
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,089$118.7K0.01%+2,089New
SRS Capital Advisors, Inc.2,025$115.1K0.01%+67+3.4%Added
Vigilant Capital Management, LLC2,024$115.0K0.01%00.0%Unchanged
Baldwin Brothers Inc2,008$114.1K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,000$113.6K0.00%−16−0.8%Reduced
Financial Perspectives, Inc2,000$113.6K0.05%00.0%Unchanged
First Manhattan Co1,995$113.4K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich1,963$112.0K0.00%+1,963New
WealthPLAN Partners, LLC1,959$111.3K0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd1,908$108.0K0.02%00.0%Unchanged
Sentry Investment Management LLC1,892$108.0K0.04%00.0%Unchanged
Monetary Management Group Inc1,800$102.3K0.03%00.0%Unchanged
V-Square Quantitative Management LLC1,755$99.7K0.07%+1,755New
Retirement Group, LLC1,699$96.6K0.04%+8+0.5%Added
Central Trust Co1,640$93.2K0.00%00.0%Unchanged
Spire Wealth Management1,613$91.6K0.00%+2+0.1%Added
SJS Investment Consulting Inc.1,600$90.9K0.02%00.0%Unchanged
Tobam1,587$90.0K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC1,558$89.0K0.06%+19+1.2%Added
First Financial Corp1,500$85.2K0.05%00.0%Unchanged
Allworth Financial LP1,424$80.9K0.00%+566+66.0%Added
Founders Capital Management1,400$79.5K0.06%00.0%Unchanged
First Horizon Advisors, Inc.1,350$76.7K0.00%00.0%Unchanged
Silvant Capital Management LLC1,292$74.2K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd1,285$73.0K0.05%00.0%Unchanged
Parkside Financial Bank & Trust1,273$72.3K0.02%+95+8.1%Added
Avion Wealth1,269$72.0K0.02%00.0%Unchanged
Desjardins Global Asset Management Inc.1,245$70.7K0.01%−2,063−62.4%Reduced
Massmutual Trust Co FSB1,221$69.4K0.00%+255+26.4%Added
Worth Asset Management, LLC1,145$65.1K0.05%+1,145New
GPS Wealth Strategies Group, LLC1,118$63.5K0.01%+8+0.7%Added
Loomis Sayles & Co L P1,101$63.0K0.00%+1,101New
West Tower Group, LLC1,085$61.6K0.04%+1,085New
Clear Street Markets LLC1,081$61.0K0.03%−1,457−57.4%Reduced
Sawyer & Company, Inc1,075$61.0K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC1,028$59.0K0.01%−250−19.6%Reduced
Bay Harbor Wealth Management, LLC1,021$58.6K0.02%−75−6.8%Reduced
Sittner & Nelson, LLC1,026$58.3K0.03%00.0%Unchanged
Farther Finance Advisors, LLC1,008$57.3K0.01%+280+38.5%Added
Quintet Private Bank (Europe) S.A.992$56.8K0.00%−202−16.9%Reduced
Hexagon Capital Partners LLC1,000$56.8K0.01%00.0%Unchanged
Cubist Systematic Strategies, LLC1,000$56.8K0.00%+1,000New