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 |
|---|---|---|---|---|---|
| Sienna Gestion | 3,844 | $344.3K | 0.03% | +428+12.5% | Added |
| Huntington National Bank | 3,848 | $344.9K | 0.00% | +99+2.6% | Added |
| Aire Advisors, LLC | 3,848 | $344.9K | 0.08% | +32+0.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,860 | $345.0K | 0.10% | −3−0.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,878 | $347.5K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,880 | $347.7K | 0.03% | +1,090+39.1% | Added |
| Cornerstone Wealth Group, LLC | 3,884 | $348.1K | 0.03% | +73+1.9% | Added |
| Park National Corp | 3,905 | $350.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 3,905 | $350.0K | 0.24% | +13+0.3% | Added |
| Ameritas Advisory Services, LLC | 3,945 | $353.5K | 0.01% | −5−0.1% | Reduced |
| Dorsey Wright & Associates | 3,968 | $356.0K | 0.09% | −999−20.1% | Reduced |
| Citizens Business Bank | 4,000 | $358.5K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,998 | $361.0K | 0.01% | +694+21.0% | Added |
| Advisors Capital Management, LLC | 4,044 | $362.0K | 0.01% | −12−0.3% | Reduced |
| Hartford Funds Management Co LLC | 4,044 | $362.4K | 0.03% | +4,044 | New |
| Cetera Trust Company, N.A | 4,050 | $363.0K | 0.23% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 4,085 | $366.1K | 0.24% | 00.0% | Unchanged |
| True Vision MN LLC | 4,061 | $366.6K | 0.24% | +4,061 | New |
| Cornerstone Wealth Management, LLC | 4,118 | $369.1K | 0.03% | −626−13.2% | Reduced |
| RMR Wealth Builders | 4,144 | $371.4K | 0.04% | −542−11.6% | Reduced |
| Kavar Capital Partners Group, LLC | 4,150 | $371.9K | 0.07% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,158 | $372.6K | 0.02% | +19+0.5% | Added |
| Perigon Wealth Management, LLC | 4,178 | $374.4K | 0.01% | −193−4.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,180 | $374.6K | 0.07% | −1,250−23.0% | Reduced |
| Raleigh Capital Management Inc. | 4,196 | $376.1K | 0.16% | +25+0.6% | Added |
| Westpac Banking Corp | 4,205 | $376.9K | 0.03% | +991+30.8% | Added |
| RMB Capital Management, LLC | 4,205 | $376.9K | 0.01% | +12+0.3% | Added |
| TRUE Private Wealth Advisors | 4,209 | $377.2K | 0.04% | −110−2.5% | Reduced |
| Summit Financial, LLC | 4,187 | $377.8K | 0.02% | +918+28.1% | Added |
| Trustmark National Bank Trust Department | 4,225 | $378.6K | 0.03% | +4,225 | New |
| Howland Capital Management LLC | 4,206 | $379.6K | 0.02% | +190+4.7% | Added |
| NCP Inc. | 4,238 | $379.7K | 0.24% | +25+0.6% | Added |
| Nomura Holdings Inc | 4,240 | $380.0K | 0.00% | +4,240 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,241 | $380.1K | 0.02% | +117+2.8% | Added |
| Intrua Financial, LLC | 4,303 | $385.6K | 0.06% | −678−13.6% | Reduced |
| Verdence Capital Advisors LLC | 4,304 | $385.7K | 0.03% | +6+0.1% | Added |
| Richard W. Paul & Associates, LLC | 4,330 | $388.0K | 0.15% | −85−1.9% | Reduced |
| Cynosure Management, LLC | 4,334 | $388.4K | 0.06% | +521+13.7% | Added |
| Armstrong Advisory Group, Inc | 4,335 | $388.5K | 0.03% | −148−3.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,356 | $390.5K | 0.02% | −180−4.0% | Reduced |
| Stephens Inc | 4,357 | $390.5K | 0.01% | +537+14.1% | Added |
| Crown Wealth Group, LLC | 4,361 | $390.8K | 0.20% | −182−4.0% | Reduced |
| Worldquant Millennium Advisors LLC | 4,367 | $391.4K | 0.00% | +4,367 | New |
| Edmp, Inc. | 4,387 | $393.2K | 0.36% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,415 | $395.7K | 0.12% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 4,441 | $398.0K | 0.05% | +37+0.8% | Added |
| LifePro Asset Management | 4,455 | $399.3K | 0.29% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,472 | $400.8K | 0.04% | +800+21.8% | Added |
| L.M. Kohn & Company | 4,487 | $402.1K | 0.11% | +20+0.4% | Added |
| Koshinski Asset Management, Inc. | 4,336 | $403.8K | 0.04% | −974−18.3% | Reduced |
| Wulff, Hansen & Co. | 4,520 | $405.1K | 0.40% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,521 | $405.1K | 0.00% | −89−1.9% | Reduced |
| Welch Group, LLC | 4,531 | $406.1K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,538 | $406.7K | 0.01% | +8+0.2% | Added |
| Sachetta, LLC | 4,022 | $407.4K | 0.18% | +29+0.7% | Added |
| Ballentine Partners, LLC | 4,614 | $413.5K | 0.01% | +537+13.2% | Added |
| Foster & Motley Inc | 4,617 | $414.0K | 0.03% | −539−10.5% | Reduced |
| Goldstone Financial Group, LLC | 4,636 | $415.5K | 0.08% | −20−0.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,645 | $416.3K | 0.01% | −218−4.5% | Reduced |
| Consolidated Planning Corp | 4,663 | $417.9K | 0.07% | +1,452+45.2% | Added |
| Profund Advisors LLC | 4,686 | $420.0K | 0.02% | +141+3.1% | Added |
| High Net Worth Advisory Group LLC | 4,692 | $420.5K | 0.13% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,704 | $421.7K | 0.06% | −10.0% | Reduced |
| Fayez Sarofim & Co | 4,717 | $422.7K | 0.00% | −755−13.8% | Reduced |
| Armor Investment Advisors, LLC | 4,733 | $424.2K | 0.20% | −3,686−43.8% | Reduced |
| CX Institutional | 4,744 | $425.2K | 0.02% | −13−0.3% | Reduced |
| Financial Management Professionals, Inc. | 4,774 | $428.0K | 0.06% | +408+9.3% | Added |
| SFG Wealth Management, LLC. | 4,820 | $432.0K | 0.25% | −232−4.6% | Reduced |
| Southland Equity Partners LLC | 4,821 | $432.1K | 0.12% | +79+1.7% | Added |
| Sculati Wealth Management, LLC | 4,870 | $436.4K | 0.19% | 00.0% | Unchanged |
| Whittier Trust Co | 4,877 | $437.1K | 0.01% | +1,899+63.8% | Added |
| Diversified Trust Co | 4,898 | $439.0K | 0.01% | −4,957−50.3% | Reduced |
| Texas Yale Capital Corp. | 4,925 | $441.4K | 0.02% | 00.0% | Unchanged |
| West Wealth Group, LLC | 5,000 | $448.1K | 0.16% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 5,007 | $448.7K | 0.02% | +118+2.4% | Added |
| NorthStar Asset Management LLC | 5,024 | $450.3K | 0.31% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 5,035 | $451.3K | 0.09% | +5,035 | New |
| Personal Cfo Solutions, LLC | 5,116 | $458.5K | 0.07% | +107+2.1% | Added |
| Scientech Research LLC | 5,162 | $462.6K | 0.10% | +2,366+84.6% | Added |
| Strategic Wealth Partners, Ltd. | 5,170 | $463.3K | 0.05% | +5,170 | New |
| Valued Retirements, Inc. | 5,198 | $465.8K | 0.71% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5,214 | $467.3K | 0.26% | −12−0.2% | Reduced |
| Coastline Trust Co | 5,244 | $470.0K | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,273 | $472.6K | 0.01% | +870+19.8% | Added |
| Augustine Asset Management Inc | 5,314 | $476.2K | 0.18% | +160+3.1% | Added |
| Sigma Planning Corp | 5,337 | $478.3K | 0.02% | −1,285−19.4% | Reduced |
| Signaturefd, LLC | 5,349 | $479.4K | 0.01% | +97+1.8% | Added |
| NBC Securities, Inc. | 5,393 | $483.0K | 0.04% | −34−0.6% | Reduced |
| Golden State Equity Partners | 5,415 | $485.3K | 0.10% | +5,415 | New |
| Hudson Valley Investment Advisors Inc | 7,145 | $486.2K | 0.06% | +7,145 | New |
| Inceptionr LLC | 5,449 | $488.3K | 0.14% | +1,550+39.8% | Added |
| Keybank National Association | 5,585 | $500.5K | 0.00% | +390+7.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $502.7K | 0.02% | 00.0% | Unchanged |
| Davis R M Inc | 5,686 | $509.6K | 0.01% | +2,268+66.4% | Added |
| Teacher Retirement System of Texas | 5,693 | $510.0K | 0.00% | −65,829−92.0% | Reduced |
| Garden State Investment Advisory Services LLC | 5,662 | $510.8K | 0.18% | −177−3.0% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $518.7K | 0.34% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,799 | $519.7K | 0.01% | −12,617−68.5% | Reduced |
| TownSquare Capital, LLC | 5,858 | $525.0K | 0.01% | −511−8.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,897 | $528.5K | 0.01% | +273+4.9% | Added |