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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 2,337 | $209.4K | 0.00% | −168−6.7% | Reduced |
| Clarius Group, LLC | 2,340 | $209.7K | 0.01% | −212−8.3% | Reduced |
| Mission Wealth Management, LP | 2,371 | $212.5K | 0.01% | +2,371 | New |
| FDx Advisors, Inc. | 2,393 | $214.0K | 0.06% | −619−20.6% | Reduced |
| Girard Partners Ltd. | 2,389 | $214.1K | 0.02% | +2,389 | New |
| Maia Wealth LLC | 2,202 | $215.4K | 0.06% | +2,202 | New |
| Bristlecone Advisors, LLC | 2,404 | $215.4K | 0.02% | +2,404 | New |
| Johnson Investment Counsel Inc | 2,404 | $215.5K | 0.00% | −112−4.5% | Reduced |
| Fielder Capital Group LLC | 2,422 | $217.1K | 0.08% | +2,422 | New |
| Fidelis Capital Partners, LLC | 2,114 | $223.2K | 0.03% | +2,114 | New |
| Prospera Financial Services Inc | 2,523 | $226.2K | 0.01% | +2,523 | New |
| 1858 Wealth Management, LLC | 2,532 | $226.9K | 0.19% | +2,532 | New |
| Perennial Investment Advisors, LLC | 2,540 | $227.6K | 0.03% | +12+0.5% | Added |
| Saxony Capital Management, LLC | 2,576 | $230.9K | 0.25% | −34−1.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,582 | $231.6K | 0.13% | −13−0.5% | Reduced |
| Segment Wealth Management, LLC | 2,600 | $233.0K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,609 | $233.8K | 0.04% | +2,609 | New |
| Seed Wealth Management, Inc. | 2,620 | $234.8K | 0.20% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,623 | $235.0K | 0.01% | +7+0.3% | Added |
| Ignite Planners, LLC | 2,573 | $235.7K | 0.06% | −202−7.3% | Reduced |
| Arkadios Wealth Advisors | 2,654 | $237.9K | 0.02% | +2,654 | New |
| Great Valley Advisor Group, Inc. | 2,673 | $239.2K | 0.01% | −379−12.4% | Reduced |
| Allen Investment Management LLC | 2,696 | $241.6K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,700 | $242.0K | 0.00% | −732−21.3% | Reduced |
| Investment House LLC | 2,700 | $242.0K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,700 | $242.0K | 0.25% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,714 | $243.2K | 0.11% | −6,103−69.2% | Reduced |
| Naples Global Advisors, LLC | 2,700 | $243.7K | 0.02% | −50−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 2,749 | $246.4K | 0.01% | +74+2.8% | Added |
| Triasima Portfolio Management inc. | 2,750 | $246.5K | 0.02% | −200−6.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,750 | $246.5K | 0.02% | −100−3.5% | Reduced |
| Daymark Wealth Partners, LLC | 2,754 | $246.8K | 0.01% | −60−2.1% | Reduced |
| Schmidt P J Investment Management Inc | 2,760 | $247.4K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,604 | $249.7K | 0.02% | +2,604 | New |
| Kovack Advisors, Inc. | 2,824 | $253.1K | 0.03% | +2,824 | New |
| NorthCrest Asset Manangement, LLC | 2,826 | $253.3K | 0.01% | −37−1.3% | Reduced |
| Insigneo Advisory Services, LLC | 2,445 | $255.1K | 0.03% | −125−4.9% | Reduced |
| Keystone Financial Group | 2,851 | $255.5K | 0.09% | +2,851 | New |
| Aberdeen Wealth Management LLC | 2,877 | $257.8K | 0.17% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,867 | $258.9K | 0.01% | +10.0% | Added |
| Relyea Zuckerberg Hanson LLC | 2,889 | $259.0K | 0.04% | −236−7.6% | Reduced |
| Channel Wealth LLC | 2,900 | $259.9K | 0.09% | −100−3.3% | Reduced |
| Charter Oak Capital Management, LLC | 2,915 | $261.2K | 0.03% | +2,915 | New |
| Cooper Financial Group | 2,926 | $262.2K | 0.04% | +2+0.1% | Added |
| Schechter Investment Advisors, LLC | 2,928 | $262.4K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,938 | $263.3K | 0.01% | +7+0.2% | Added |
| Capital City Trust Co | 2,940 | $263.5K | 0.07% | 00.0% | Unchanged |
| Destination Wealth Management | 2,946 | $264.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,954 | $264.7K | 0.12% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,955 | $264.8K | 0.01% | −33,344−91.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,966 | $265.8K | 0.00% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 2,975 | $266.6K | 0.12% | −2,375−44.4% | Reduced |
| GAMMA Investing LLC | 2,979 | $267.0K | 0.04% | +1,173+65.0% | Added |
| Fifth Third Wealth Advisors LLC | 2,980 | $267.1K | 0.02% | +2,980 | New |
| Clean Yield Group | 3,000 | $268.9K | 0.10% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,043 | $273.0K | 0.05% | −52−1.7% | Reduced |
| Fox Run Management, L.L.C. | 3,072 | $275.3K | 0.05% | +3,072 | New |
| Ameritas Investment Partners, Inc. | 3,085 | $276.5K | 0.01% | −160−4.9% | Reduced |
| Miracle Mile Advisors, LLC | 3,086 | $276.6K | 0.01% | −25−0.8% | Reduced |
| Boston Financial Mangement LLC | 3,100 | $277.8K | 0.01% | 00.0% | Unchanged |
| American Investment Services, Inc. | 3,103 | $278.1K | 0.05% | +3,103 | New |
| IFP Advisors, Inc | 3,117 | $279.3K | 0.01% | +172+5.8% | Added |
| Sovereign Financial Group, Inc. | 3,142 | $281.6K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 3,153 | $282.6K | 0.00% | −540−14.6% | Reduced |
| Vident Advisory, LLC | 3,153 | $282.6K | 0.01% | +523+19.9% | Added |
| Private Trust Co NA | 3,158 | $283.0K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 3,200 | $286.8K | 0.04% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,206 | $287.3K | 0.04% | −1,105−25.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,212 | $287.9K | 0.04% | −38−1.2% | Reduced |
| Parallel Advisors, LLC | 3,217 | $288.3K | 0.01% | +243+8.2% | Added |
| Cypress Capital Group | 3,235 | $289.9K | 0.03% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,258 | $292.0K | 0.09% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,260 | $292.0K | 0.15% | +150+4.8% | Added |
| Two Sigma Securities, LLC | 3,269 | $293.0K | 0.01% | +26+0.8% | Added |
| Meeder Advisory Services, Inc. | 3,295 | $295.3K | 0.02% | +615+22.9% | Added |
| Jacobi Capital Management LLC | 3,297 | $295.5K | 0.03% | +4+0.1% | Added |
| Geller Advisors LLC | 3,277 | $295.8K | 0.02% | +79+2.5% | Added |
| Advisors Management Group Inc | 3,309 | $297.0K | 0.07% | −240−6.8% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $300.2K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,388 | $303.7K | 0.00% | +317+10.3% | Added |
| Kovitz Investment Group Partners, LLC | 3,389 | $303.7K | 0.00% | +3+0.1% | Added |
| Nations Financial Group Inc, | 3,399 | $304.6K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,437 | $308.0K | 0.03% | +35+1.0% | Added |
| Beaumont Financial Advisors, LLC | 3,441 | $308.4K | 0.02% | −130−3.6% | Reduced |
| Lokken Investment Group LLC | 3,474 | $311.3K | 0.15% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 3,483 | $312.1K | 0.04% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,500 | $313.7K | 0.28% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $314.0K | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,556 | $318.7K | 0.07% | −76−2.1% | Reduced |
| Mather Group, LLC. | 4,014 | $322.0K | 0.00% | +1,632+68.5% | Added |
| Panagora Asset Management Inc | 3,599 | $322.5K | 0.00% | −11−0.3% | Reduced |
| OneAscent Wealth Management LLC | 3,589 | $323.0K | 0.17% | +3,589 | New |
| Moneta Group Investment Advisors LLC | 3,671 | $329.0K | 0.01% | −316−7.9% | Reduced |
| E&G Advisors, LP | 3,700 | $331.6K | 0.10% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,287 | $333.0K | 0.01% | +3,287 | New |
| Strategic Blueprint, LLC | 3,733 | $334.6K | 0.02% | −53−1.4% | Reduced |
| Somerset Trust Co | 3,742 | $335.4K | 0.14% | +447+13.6% | Added |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $340.6K | 0.05% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 3,806 | $341.1K | 0.29% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 3,821 | $342.4K | 0.23% | +31+0.8% | Added |