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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 5,914 | $530.0K | 0.14% | −376−6.0% | Reduced |
| Brinker Capital Investments, LLC | 5,942 | $532.6K | 0.01% | −539−8.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,942 | $532.6K | 0.01% | −539−8.3% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,000 | $537.7K | 0.18% | −308−4.9% | Reduced |
| OneAscent Financial Services LLC | 6,016 | $542.0K | 0.08% | +2,079+52.8% | Added |
| Bessemer Group Inc | 6,154 | $551.0K | 0.00% | −307−4.8% | Reduced |
| Hilltop Holdings Inc. | 6,162 | $552.2K | 0.06% | −20−0.3% | Reduced |
| Estabrook Capital Management | 6,237 | $559.0K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,283 | $563.1K | 0.03% | −12−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,394 | $573.0K | 0.03% | +52+0.8% | Added |
| Sheets Smith Wealth Management | 6,460 | $578.9K | 0.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,467 | $579.6K | 0.01% | −112−1.7% | Reduced |
| Ellevest, Inc. | 6,477 | $580.5K | 0.03% | +561+9.5% | Added |
| Natixis | 6,546 | $586.7K | 0.00% | +6,063+1,255.3% | Added |
| Raymond James Trust N.A. | 6,569 | $588.7K | 0.01% | −868−11.7% | Reduced |
| Coldstream Capital Management Inc | 6,608 | $592.2K | 0.01% | +176+2.7% | Added |
| Quadcap Wealth Management, LLC | 6,615 | $592.8K | 0.11% | +10+0.2% | Added |
| HB Wealth Management, LLC | 6,635 | $594.6K | 0.01% | +471+7.6% | Added |
| DCM Advisors, LLC | 6,696 | $600.1K | 0.32% | +16+0.2% | Added |
| Centaurus Financial, Inc. | 6,711 | $601.0K | 0.04% | −21−0.3% | Reduced |
| V-Square Quantitative Management LLC | 6,768 | $606.5K | 0.10% | −1,033−13.2% | Reduced |
| Glenmede Trust Co NA | 6,806 | $610.0K | 0.00% | −37−0.5% | Reduced |
| XTX Topco Ltd | 6,809 | $610.2K | 0.05% | −8,134−54.4% | Reduced |
| EWG Elevate Inc. | 6,865 | $615.2K | 0.22% | −67,867−90.8% | Reduced |
| J.W. Cole Advisors, Inc. | 6,976 | $625.2K | 0.03% | +126+1.8% | Added |
| Washington Trust Co | 7,011 | $628.3K | 0.02% | +250+3.7% | Added |
| SeaCrest Wealth Management, LLC | 7,100 | $636.3K | 0.07% | −164−2.3% | Reduced |
| Ibex Wealth Advisors | 7,111 | $637.3K | 0.10% | +7,111 | New |
| Diversify Advisory Services, LLC | 6,851 | $638.0K | 0.03% | +10+0.1% | Added |
| Greenleaf Trust | 7,156 | $641.3K | 0.01% | −10.0% | Reduced |
| Fiduciary Group LLC | 7,250 | $649.7K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,275 | $652.0K | 0.08% | −1,251−14.7% | Reduced |
| Madden Securities Corp | 7,375 | $660.9K | 0.29% | −575−7.2% | Reduced |
| Coastal Investment Advisors, Inc. | 7,426 | $665.6K | 0.13% | −708−8.7% | Reduced |
| NorthRock Partners, LLC | 7,397 | $667.6K | 0.03% | −608−7.6% | Reduced |
| Everence Capital Management Inc | 8,670 | $672.0K | 0.05% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 7,451 | $672.2K | 0.02% | −1,353−15.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,569 | $678.3K | 0.15% | +176+2.4% | Added |
| Belpointe Asset Management LLC | 7,632 | $684.0K | 0.05% | −259−3.3% | Reduced |
| CWM, LLC | 7,645 | $685.0K | 0.00% | +1,593+26.3% | Added |
| Entropy Technologies, LP | 7,696 | $689.7K | 0.07% | +7,696 | New |
| D. E. Shaw & Co., Inc. | 7,808 | $699.8K | 0.00% | −20,485−72.4% | Reduced |
| TBH Global Asset Management, LLC | 7,831 | $701.8K | 0.16% | +809+11.5% | Added |
| Arete Wealth Advisors, LLC | 7,895 | $708.0K | 0.06% | +7,895 | New |
| Sequoia Financial Advisors, LLC | 7,935 | $711.3K | 0.01% | +862+12.2% | Added |
| Squarepoint Ops LLC | 7,943 | $711.9K | 0.00% | −97,581−92.5% | Reduced |
| Outlook Wealth Advisors, LLC | 8,005 | $717.4K | 0.35% | −121−1.5% | Reduced |
| Veriti Management LLC | 8,033 | $720.0K | 0.04% | +1,919+31.4% | Added |
| Bailard, Inc. | 8,057 | $722.1K | 0.02% | −1,097−12.0% | Reduced |
| GM Advisory Group, Inc. | 8,069 | $723.1K | 0.05% | +333+4.3% | Added |
| Mathes Company, Inc. | 8,150 | $730.0K | 0.26% | −1,800−18.1% | Reduced |
| Integrated Advisors Network LLC | 8,160 | $731.3K | 0.04% | +737+9.9% | Added |
| Concurrent Investment Advisors, LLC | 8,171 | $732.3K | 0.02% | +3,967+94.4% | Added |
| Atwood & Palmer Inc | 8,250 | $739.4K | 0.06% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 8,335 | $747.0K | 0.29% | −547−6.2% | Reduced |
| Atlantic Union Bankshares Corp | 8,421 | $754.7K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,505 | $762.2K | 0.01% | −106−1.2% | Reduced |
| Brown Brothers Harriman & Co | 8,529 | $764.4K | 0.01% | −228−2.6% | Reduced |
| Merit Financial Group, LLC | 8,613 | $771.9K | 0.02% | −40−0.5% | Reduced |
| Heartland Bank & Trust Co | 8,681 | $778.0K | 0.44% | +68+0.8% | Added |
| Eqis Capital Management, Inc. | 8,742 | $783.5K | 0.06% | −1,712−16.4% | Reduced |
| Wetherby Asset Management Inc | 8,743 | $783.5K | 0.04% | −149−1.7% | Reduced |
| Herold Advisors, Inc. | 8,755 | $784.6K | 0.18% | +10.0% | Added |
| FCG Investment Co | 8,837 | $792.0K | 0.60% | +140+1.6% | Added |
| Checchi Capital Advisers, LLC | 8,848 | $792.9K | 0.06% | −249−2.7% | Reduced |
| Qtron Investments LLC | 8,985 | $805.2K | 0.12% | +942+11.7% | Added |
| NewEdge Wealth, LLC | 8,993 | $805.9K | 0.02% | −78−0.9% | Reduced |
| Ullmann Financial Group, Inc. | 9,024 | $808.8K | 0.12% | +59+0.7% | Added |
| Lockheed Martin Investment Management Co | 9,120 | $817.3K | 0.05% | −5,558−37.9% | Reduced |
| Global Retirement Partners, LLC | 9,169 | $821.8K | 0.03% | +822+9.8% | Added |
| Aspire Private Capital, LLC | 9,241 | $828.2K | 0.21% | −1,431−13.4% | Reduced |
| Colonial River Wealth Management, LLC | 9,246 | $828.6K | 0.45% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,286 | $832.2K | 0.07% | −18,238−66.3% | Reduced |
| TD Waterhouse Canada Inc. | 9,263 | $833.7K | 0.01% | +2,736+41.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,328 | $836.0K | 0.02% | +64+0.7% | Added |
| Strait & Sound Wealth Management LLC | 9,393 | $841.8K | 0.43% | −1,607−14.6% | Reduced |
| Wambolt & Associates, LLC | 9,415 | $844.5K | 0.25% | −1,680−15.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,455 | $847.4K | 0.06% | −181−1.9% | Reduced |
| Founders Financial Alliance, LLC | 9,467 | $848.4K | 0.25% | −44−0.5% | Reduced |
| Beacon Investment Advisors LLC | 9,494 | $850.8K | 0.44% | −203−2.1% | Reduced |
| Csenge Advisory Group | 9,515 | $852.7K | 0.05% | +114+1.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,525 | $853.7K | 0.14% | −19−0.2% | Reduced |
| IHT Wealth Management, LLC | 9,622 | $862.4K | 0.03% | +346+3.7% | Added |
| Monument Capital Management | 9,694 | $868.8K | 0.26% | −119−1.2% | Reduced |
| H&H Retirement Design & Management INC | 8,697 | $870.8K | 0.54% | 00.0% | Unchanged |
| We Are One Seven, LLC | 9,763 | $874.9K | 0.04% | +9,763 | New |
| Columbia Asset Management | 9,787 | $877.0K | 0.16% | −2,777−22.1% | Reduced |
| NEOS Investment Management LLC | 9,861 | $883.7K | 0.04% | +2,988+43.5% | Added |
| Verition Fund Management LLC | 9,877 | $885.2K | 0.01% | +4,393+80.1% | Added |
| Aquila Investment Management LLC | 10,000 | $896.2K | 0.84% | 00.0% | Unchanged |
| Archer Investment Corp | 10,000 | $896.2K | 0.26% | 00.0% | Unchanged |
| Omers Administration Corp | 10,119 | $906.9K | 0.01% | +10,119 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,267 | $919.9K | 0.01% | −290−2.7% | Reduced |
| Verus Capital Partners, LLC | 10,277 | $921.0K | 0.10% | −594−5.5% | Reduced |
| Plimoth Trust Co LLC | 10,328 | $925.6K | 0.25% | −250−2.4% | Reduced |
| Montag A & Associates Inc | 10,271 | $926.7K | 0.05% | +700+7.3% | Added |
| United Services Automobile Association | 10,354 | $927.9K | 0.02% | −724−6.5% | Reduced |
| Savant Capital, LLC | 10,365 | $928.9K | 0.01% | −1,756−14.5% | Reduced |
| Foundations Investment Advisors, LLC | 10,366 | $929.0K | 0.02% | −232−2.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,370 | $929.4K | 0.09% | −2,645−20.3% | Reduced |