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.
| 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 2024
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 500 | $44.8K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $45.0K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 510 | $45.7K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 521 | $46.7K | 0.00% | +4+0.8% | Added |
| Compass Wealth Management LLC | 525 | $47.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 557 | $49.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 570 | $51.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 584 | $52.4K | 0.03% | +4+0.7% | Added |
| MeadowBrook Investment Advisors LLC | 585 | $52.4K | 0.05% | −1,570−72.9% | Reduced |
| Caitlin John, LLC | 598 | $53.6K | 0.04% | +5+0.8% | Added |
| AlphaMark Advisors, LLC | 611 | $55.0K | 0.02% | +3+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 615 | $55.5K | 0.02% | +30+5.1% | Added |
| Harbor Investment Advisory, LLC | 626 | $56.1K | 0.01% | −16−2.5% | Reduced |
| Jones Financial Companies LLLP | 631 | $56.6K | 0.00% | +631 | New |
| GHP Investment Advisors, Inc. | 678 | $60.8K | 0.00% | +9+1.3% | Added |
| Proffitt & Goodson Inc | 694 | $62.2K | 0.01% | −131−15.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $62.7K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 701 | $62.8K | 0.01% | +701 | New |
| True Wealth Design, LLC | 714 | $63.9K | 0.02% | +6+0.8% | Added |
| Abound Wealth Management | 747 | $67.0K | 0.02% | −12−1.6% | Reduced |
| Optimum Investment Advisors | 750 | $67.2K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 775 | $69.0K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 785 | $70.4K | 0.02% | +785 | New |
| Ronald Blue Trust, Inc. | 882 | $70.7K | 0.00% | +125+16.5% | Added |
| Valley National Advisers Inc | 795 | $71.0K | 0.01% | −16−2.0% | Reduced |
| Bank of New Hampshire | 795 | $71.2K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 811 | $73.2K | 0.04% | +811 | New |
| Lynx Investment Advisory | 824 | $73.8K | 0.05% | +824 | New |
| Muzinich & Co., Inc. | 831 | $74.5K | 0.06% | +244+41.6% | Added |
| Smartleaf Asset Management LLC | 863 | $77.0K | 0.01% | −114−11.7% | Reduced |
| Halpern Financial, Inc. | 861 | $77.2K | 0.02% | −351−29.0% | Reduced |
| EdgeRock Capital LLC | 891 | $79.9K | 0.06% | +891 | New |
| Bay Harbor Wealth Management, LLC | 890 | $80.3K | 0.03% | −131−12.8% | Reduced |
| Private Ocean, LLC | 900 | $80.7K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 905 | $81.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 907 | $81.3K | 0.01% | +131+16.9% | Added |
| Sound Income Strategies, LLC | 919 | $82.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 931 | $83.5K | 0.00% | +7+0.8% | Added |
| Rothschild Investment LLC | 935 | $83.8K | 0.01% | +40+4.5% | Added |
| Clearstead Advisors, LLC | 952 | $85.3K | 0.00% | +112+13.3% | Added |
| JFS Wealth Advisors, LLC | 956 | $85.7K | 0.01% | −3−0.3% | Reduced |
| Princeton Global Asset Management LLC | 1,000 | $89.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $89.6K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,026 | $91.0K | 0.03% | −45−4.2% | Reduced |
| Sittner & Nelson, LLC | 1,026 | $92.0K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,064 | $95.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,100 | $98.6K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,125 | $100.8K | 0.00% | +1,125 | New |
| Carolinas Wealth Consulting LLC | 1,144 | $102.5K | 0.02% | +33+3.0% | Added |
| Eagle Bay Advisors LLC | 1,149 | $103.7K | 0.06% | −544−32.1% | Reduced |
| Peoples Bank | 1,235 | $110.7K | 0.09% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,240 | $111.1K | 0.02% | +240+24.0% | Added |
| Redwood Wealth Management Group, LLC | 1,245 | $111.6K | 0.08% | +1,245 | New |
| HHM Wealth Advisors, LLC | 1,263 | $113.2K | 0.02% | +1,079+586.4% | Added |
| Capstone Investment Advisors, LLC | 1,264 | $113.3K | 0.00% | −795−38.6% | Reduced |
| Sentry Investment Management LLC | 1,268 | $114.0K | 0.05% | −260−17.0% | Reduced |
| Parkside Financial Bank & Trust | 1,283 | $115.0K | 0.02% | −38−2.9% | Reduced |
| Silvant Capital Management LLC | 1,292 | $116.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,347 | $120.7K | 0.00% | +120+9.8% | Added |
| First Horizon Advisors, Inc. | 1,350 | $121.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,375 | $123.0K | 0.00% | −3,287−70.5% | Reduced |
| Ci Investments Inc. | 1,390 | $125.0K | 0.00% | −1,405−50.3% | Reduced |
| Fortitude Family Office, LLC | 1,473 | $132.0K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,473 | $132.0K | 0.01% | −30−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,303 | $133.6K | 0.01% | +349+36.6% | Added |
| First Financial Corp | 1,500 | $134.4K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,600 | $143.4K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 1,609 | $144.4K | 0.02% | +1,609 | New |
| Security National Bank | 1,619 | $145.1K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,619 | $145.1K | 0.01% | +1,619 | New |
| Tower View Investment Management & Research LLC | 1,621 | $145.2K | 0.08% | +14+0.9% | Added |
| Geneos Wealth Management Inc. | 1,631 | $146.2K | 0.01% | −3,050−65.2% | Reduced |
| Central Trust Co | 1,647 | $147.6K | 0.00% | −535−24.5% | Reduced |
| Plato Investment Management Ltd | 1,661 | $148.9K | 0.01% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,674 | $150.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,689 | $151.4K | 0.04% | −2−0.1% | Reduced |
| Toth Financial Advisory Corp | 1,697 | $152.1K | 0.02% | −884−34.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,746 | $156.5K | 0.06% | +1,045+149.1% | Added |
| Addison Advisors LLC | 1,791 | $160.5K | 0.05% | −150−7.7% | Reduced |
| Monetary Management Group Inc | 1,800 | $161.3K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,977 | $177.2K | 0.08% | −18−0.9% | Reduced |
| Financial Perspectives, Inc | 2,000 | $179.2K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,008 | $180.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,017 | $180.8K | 0.00% | +17+0.9% | Added |
| Farther Finance Advisors, LLC | 2,075 | $186.1K | 0.01% | −323−13.5% | Reduced |
| Lazard Asset Management LLC | 2,124 | $190.0K | 0.00% | −156,126−98.7% | Reduced |
| NVWM, LLC | 2,156 | $194.6K | 0.05% | +5+0.2% | Added |
| Mayflower Financial Advisors, LLC | 2,234 | $200.2K | 0.03% | +2,234 | New |
| Skopos Labs, Inc. | 2,525 | $200.8K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,245 | $201.0K | 0.07% | +2,245 | New |
| Foster Dykema Cabot & Partners, LLC | 2,249 | $201.6K | 0.02% | +2,249 | New |
| Hodges Capital Management Inc. | 2,250 | $201.6K | 0.01% | −7,507−76.9% | Reduced |
| Moloney Securities Asset Management, LLC | 2,255 | $202.1K | 0.03% | +2,255 | New |
| Ausdal Financial Partners, Inc. | 2,288 | $205.0K | 0.02% | +2,288 | New |
| Good Life Advisors, LLC | 2,294 | $205.6K | 0.02% | +2,294 | New |
| Community Bank & Trust, Waco, Texas | 2,300 | $206.0K | 0.05% | −1,000−30.3% | Reduced |
| Pegasus Asset Management, Inc. | 2,300 | $206.1K | 0.08% | −9,195−80.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,305 | $206.6K | 0.01% | +2,305 | New |
| Bedel Financial Consulting, Inc. | 2,307 | $206.7K | 0.03% | +2,307 | New |
| Main Street Financial Solutions, LLC | 2,325 | $208.3K | 0.02% | +2,325 | New |