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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 8 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 2024

Institutional positions in Iron Mountain Inc as of Jun 30, 2024. 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
967
+42 vs. Q1 2024
Shares held
248.0M
+11.4M (+4.8%) vs. Q1 2024
Total value
$22.2B
+$3.28B (+17.3%) vs. Q1 2024
New holders
105
327 more added
Sold out
63
374 more reduced

13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 967 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 2024: $22.2B
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 2024

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2024.

Institutions holding IRM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Key Financial Inc1$900.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC2$1790.00%+2New
Bokf, NA3$2690.00%−18−85.7%Reduced
PFG Private Wealth Management, LLC3$2740.00%00.0%Unchanged
Abich Financial Wealth Management LLC4$3580.00%+4New
Chris Bulman Inc4$3580.00%+4New
MCF Advisors LLC4$3620.00%00.0%Unchanged
Tortoise Investment Management, LLC5$4480.00%00.0%Unchanged
Wolff Wiese Magana LLC5$4490.00%00.0%Unchanged
TFC Financial Management6$5380.00%−1−14.3%Reduced
VisionPoint Advisory Group, LLC10$8960.00%+10New
Ruedi Wealth Management, Inc.11$9860.00%+11New
Capital Advisors, Ltd. LLC11$1.00K0.00%−4−26.7%Reduced
Strengthening Families & Communities, LLC15$1.00K0.00%+15New
Aspect Partners, LLC13$1.17K0.00%+2+18.2%Added
Unique Wealth Strategies, LLC18$1.44K0.00%+18New
1620 Investment Advisors, Inc.17$1.52K0.00%+17New
Cornerstone Planning Group LLC16$1.67K0.00%+16New
Loomis Sayles & Co L P26$2.00K0.00%−329−92.7%Reduced
Jamison Private Wealth Management, Inc.25$2.24K0.00%00.0%Unchanged
Triad Wealth Partners, LLC25$2.24K0.00%+25New
Versant Capital Management, Inc26$2.33K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC27$2.42K0.00%00.0%Unchanged
Hollencrest Capital Management29$2.60K0.00%00.0%Unchanged
Pineridge Advisors LLC31$2.78K0.00%−6−16.2%Reduced
Kelly Financial Services LLC36$3.23K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC36$3.23K0.00%00.0%Unchanged
Raffa Wealth Management, LLC39$3.50K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC41$3.67K0.00%00.0%Unchanged
Asset Dedication, LLC60$5.38K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC72$6.45K0.00%−63−46.7%Reduced
Planning Capital Management Corp72$6.45K0.00%00.0%Unchanged
Manchester Capital Management LLC78$6.99K0.00%+12+18.2%Added
RFP Financial Group LLC84$7.53K0.00%00.0%Unchanged
Anfield Capital Management, LLC88$7.89K0.00%+88New
Farmers & Merchants Trust Co of Chambersburg PA87$8.00K0.00%00.0%Unchanged
Hoese & Co LLP100$8.07K0.01%00.0%Unchanged
Red Tortoise LLC94$8.42K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.100$8.96K0.00%00.0%Unchanged
MV Capital Management, Inc.100$8.96K0.00%+5+5.3%Added
McMahon Financial Advisors, LLC100$8.96K0.00%+100New
LRI Investments, LLC106$9.50K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC113$10.1K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC123$11.0K0.01%+123New
Tidemark, LLC125$11.2K0.01%−29−18.8%Reduced
Bell Investment Advisors, Inc126$11.3K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.143$11.5K0.01%+143New
Gradient Investments LLC131$11.7K0.00%+131New
Prestige Wealth Management Group LLC134$12.1K0.00%−3,536−96.3%Reduced
ICA Group Wealth Management, LLC135$12.1K0.01%−1,822−93.1%Reduced
Park Place Capital Corp141$12.6K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.143$12.8K0.01%00.0%Unchanged
Meeder Asset Management Inc155$13.9K0.00%+155New
Great Lakes Retirement, Inc.162$14.6K0.00%+162New
Kozak & Associates, Inc.165$15.1K0.00%00.0%Unchanged
Chesapeake Asset Management LLC170$15.2K0.01%00.0%Unchanged
Coston, McIsaac & Partners182$16.0K0.01%+1+0.6%Added
Tucker Asset Management LLC180$16.1K0.00%00.0%Unchanged
Rise Advisors, LLC198$17.8K0.01%+1+0.5%Added
Farmers & Merchants Investments Inc205$18.4K0.00%00.0%Unchanged
Chilton Capital Management LLC205$18.4K0.00%00.0%Unchanged
Elequin Capital LP211$18.9K0.01%+211New
Opal Wealth Advisors, LLC236$21.2K0.01%+236New
Quent Capital, LLC240$21.5K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.241$21.6K0.00%+72+42.6%Added
Venturi Wealth Management, LLC249$22.3K0.00%+234+1,560.0%Added
Beacon Capital Management, LLC250$22.4K0.00%−571−69.5%Reduced
PFS Partners, LLC250$22.4K0.01%−169−40.3%Reduced
Old Point Trust & Financial Services N A250$22.4K0.01%00.0%Unchanged
Zions Bancorporation, N.A.251$22.5K0.00%+22+9.6%Added
Naples Money Management LLC254$22.8K0.02%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt261$23.5K0.00%00.0%Unchanged
Quarry LP266$23.8K0.01%−121−31.3%Reduced
Institutional & Family Asset Management, LLC273$24.5K0.00%00.0%Unchanged
Covestor Ltd279$25.0K0.02%−6−2.1%Reduced
Financial Network Wealth Advisors LLC284$25.5K0.02%+284New
IAG Wealth Partners, LLC295$26.4K0.01%00.0%Unchanged
Trust Co of Vermont300$26.9K0.00%00.0%Unchanged
Dunhill Financial, LLC301$27.0K0.02%+1+0.3%Added
WR Wealth Planners, LLC305$27.3K0.01%00.0%Unchanged
Godsey & Gibb Associates325$29.1K0.00%+325New
Whittier Trust Co of Nevada Inc329$29.5K0.00%00.0%Unchanged
Piscataqua Savings Bank353$31.6K0.03%00.0%Unchanged
GW&K Investment Management, LLC372$33.0K0.00%+15+4.2%Added
Main Street Group, LTD373$33.4K0.01%−197−34.6%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP355$35.5K0.00%+355New
Barrett & Company, Inc.400$35.8K0.02%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.400$35.8K0.01%+400New
Canton Hathaway, LLC400$36.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc416$37.3K0.00%00.0%Unchanged
Larson Financial Group LLC429$38.4K0.00%−354−45.2%Reduced
Bartlett & Co. Wealth Management LLC440$39.7K0.00%00.0%Unchanged
CVA Family Office, LLC468$41.9K0.01%+13+2.9%Added
AllSquare Wealth Management LLC470$42.1K0.03%−89−15.9%Reduced
Hanson & Doremus Investment Management475$43.0K0.01%00.0%Unchanged
Continuum Advisory, LLC482$43.2K0.01%00.0%Unchanged
Family Firm, Inc.499$44.7K0.01%+499New
Orion Capital Management LLC500$44.8K0.02%−800−61.5%Reduced
Heritage Wealth Advisors500$44.8K0.00%00.0%Unchanged