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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 10,404 | $932.4K | 0.04% | +301+3.0% | Added |
| Strategic Investment Advisors | 10,433 | $935.0K | 0.11% | +1,443+16.1% | Added |
| Prime Capital Investment Advisors, LLC | 10,435 | $935.2K | 0.01% | +811+8.4% | Added |
| Future Financial Wealth Managment LLC | 10,509 | $941.8K | 0.83% | −9,316−47.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 10,521 | $942.9K | 0.33% | −1,087−9.4% | Reduced |
| Essex Financial Services, Inc. | 8,840 | $949.2K | 0.07% | +2,818+46.8% | Added |
| Wellington Shields & Co., LLC | 10,643 | $953.8K | 0.31% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,700 | $958.9K | 0.04% | −1,195−10.0% | Reduced |
| Wolverine Trading, LLC | 10,711 | $959.9K | 0.02% | +3,938+58.1% | Added |
| La Banque Postale Asset Management SA | 10,712 | $960.0K | 0.04% | +10,712 | New |
| Level Four Advisory Services, LLC | 10,719 | $960.7K | 0.04% | −3,777−26.1% | Reduced |
| Spire Wealth Management | 10,750 | $963.5K | 0.03% | −737−6.4% | Reduced |
| Harvest Fund Management Co., Ltd | 10,866 | $973.0K | 0.07% | +1,467+15.6% | Added |
| Princeton Capital Management LLC | 10,942 | $980.6K | 0.32% | −142−1.3% | Reduced |
| Brown Advisory Inc | 10,971 | $983.2K | 0.00% | +739+7.2% | Added |
| Jaffetilchin Investment Partners, LLC | 10,976 | $983.7K | 0.08% | −456−4.0% | Reduced |
| Flputnam Investment Management Co | 10,995 | $985.4K | 0.02% | +10,995 | New |
| Bramshill Investments, LLC | 11,028 | $988.3K | 0.11% | +11,028 | New |
| Versor Investments LP | 11,100 | $994.8K | 0.18% | +11,100 | New |
| Integrated Wealth Concepts LLC | 11,123 | $996.9K | 0.01% | +143+1.3% | Added |
| Abbot Financial Management, Inc. | 11,133 | $997.8K | 0.53% | −117−1.0% | Reduced |
| Harbour Investments, Inc. | 11,158 | $1.00M | 0.03% | +8+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 11,215 | $1.01M | 0.55% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 11,242 | $1.01M | 0.10% | +87+0.8% | Added |
| Assenagon Asset Management S.A. | 11,280 | $1.01M | 0.00% | +353+3.2% | Added |
| Ingalls & Snyder LLC | 11,280 | $1.01M | 0.04% | −2,353−17.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 11,390 | $1.02M | 0.78% | −215−1.9% | Reduced |
| One Charles Private Wealth Services, LLC | 11,419 | $1.02M | 0.43% | +187+1.7% | Added |
| TD Private Client Wealth LLC | 11,546 | $1.03M | 0.03% | −154−1.3% | Reduced |
| Wedbush Securities Inc | 11,574 | $1.04M | 0.04% | +434+3.9% | Added |
| Axxcess Wealth Management, LLC | 11,639 | $1.04M | 0.03% | +11,639 | New |
| Hancock Whitney Corp | 11,706 | $1.05M | 0.04% | −1,093−8.5% | Reduced |
| Quantinno Capital Management LP | 11,730 | $1.05M | 0.02% | +1,145+10.8% | Added |
| Beacon Pointe Advisors, LLC | 11,757 | $1.05M | 0.01% | −4,351−27.0% | Reduced |
| Delta Capital Management LLC | 11,810 | $1.06M | 0.64% | +11,810 | New |
| Guardian Asset Advisors, LLC | 11,931 | $1.07M | 0.79% | −10−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,148 | $1.09M | 0.02% | −10,206−45.7% | Reduced |
| M Holdings Securities, Inc. | 12,162 | $1.09M | 0.14% | +12,162 | New |
| Wealthcare Advisory Partners LLC | 12,218 | $1.10M | 0.03% | −571−4.5% | Reduced |
| HM Payson & Co | 12,261 | $1.10M | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,284 | $1.10M | 0.03% | +509+4.3% | Added |
| Kessler Investment Group, LLC | 12,330 | $1.11M | 0.60% | +12,330 | New |
| Crescent Grove Advisors, LLC | 12,272 | $1.11M | 0.12% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 12,480 | $1.11M | 0.01% | +4,628+58.9% | Added |
| Richard P Slaughter Associates Inc | 12,546 | $1.12M | 0.27% | −9,291−42.5% | Reduced |
| WealthBridge Capital Management, LLC | 12,554 | $1.13M | 0.37% | +70+0.6% | Added |
| Proequities, Inc. | 12,470 | $1.13M | 0.07% | +3,261+35.4% | Added |
| Kinneret Advisory, LLC | 12,676 | $1.14M | 0.11% | +683+5.7% | Added |
| Contravisory Investment Management, Inc. | 12,834 | $1.15M | 0.25% | −264−2.0% | Reduced |
| Engineers Gate Manager LP | 12,909 | $1.16M | 0.03% | +4,038+45.5% | Added |
| Perpetual Ltd | 12,980 | $1.16M | 0.01% | +12,980 | New |
| Focus Financial Network, Inc. | 11,762 | $1.17M | 0.05% | −360−3.0% | Reduced |
| Empowered Funds, LLC | 13,068 | $1.17M | 0.02% | −103,130−88.8% | Reduced |
| Tyler-Stone Wealth Management | 13,100 | $1.17M | 0.48% | −750−5.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 13,215 | $1.18M | 0.05% | −2,319−14.9% | Reduced |
| E. Ohman J:or Asset Management AB | 13,253 | $1.19M | 0.03% | +1,300+10.9% | Added |
| Swiss Life Asset Management Ltd | 13,266 | $1.19M | 0.01% | +7,188+118.3% | Added |
| Kingswood Wealth Advisors, LLC | 13,299 | $1.19M | 0.11% | +8,434+173.4% | Added |
| Chesley Taft & Associates LLC | 13,375 | $1.20M | 0.06% | −1,275−8.7% | Reduced |
| Widmann Financial Services, Inc. | 13,464 | $1.21M | 0.98% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 13,469 | $1.21M | 0.08% | 00.0% | Unchanged |
| Herbst Group, LLC | 13,500 | $1.21M | 0.74% | 00.0% | Unchanged |
| MAI Capital Management | 13,804 | $1.24M | 0.01% | +1,744+14.5% | Added |
| Royal Fund Management, LLC | 13,840 | $1.24M | 0.17% | −1,579−10.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,920 | $1.25M | 0.01% | +11,712+530.4% | Added |
| Redhawk Wealth Advisors, Inc. | 13,942 | $1.25M | 0.19% | +640+4.8% | Added |
| Reik & Co., LLC | 14,080 | $1.26M | 0.33% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,106 | $1.26M | 0.02% | +2,620+22.8% | Added |
| Kestra Private Wealth Services, LLC | 14,223 | $1.28M | 0.03% | +42+0.3% | Added |
| RFG Advisory, LLC | 14,511 | $1.30M | 0.04% | −415−2.8% | Reduced |
| EP Wealth Advisors, LLC | 14,558 | $1.30M | 0.01% | +1,580+12.2% | Added |
| Schroder Investment Management Group | 14,597 | $1.31M | 0.00% | +1,255+9.4% | Added |
| La Financiere de L'Echiquier | 14,685 | $1.32M | 0.06% | −19,885−57.5% | Reduced |
| Metis Global Partners, LLC | 14,720 | $1.32M | 0.05% | −853−5.5% | Reduced |
| New Mexico Educational Retirement Board | 14,740 | $1.32M | 0.05% | 00.0% | Unchanged |
| Community Bank of Raymore | 14,815 | $1.33M | 1.03% | −2,850−16.1% | Reduced |
| Roman Butler Fullerton & Co | 13,965 | $1.33M | 0.43% | −966−6.5% | Reduced |
| Coppell Advisory Solutions LLC | 14,866 | $1.33M | 0.22% | +14,866 | New |
| Beacon Financial Advisory LLC | 14,882 | $1.33M | 0.50% | +261+1.8% | Added |
| Boston Private Wealth LLC | 15,139 | $1.36M | 0.03% | +212+1.4% | Added |
| RSM US Wealth Management LLC | 15,134 | $1.36M | 0.02% | +15,134 | New |
| McKinley Capital Management LLC /Delaware | 15,348 | $1.38M | 0.24% | +1,745+12.8% | Added |
| Truvestments Capital LLC | 15,377 | $1.38M | 0.55% | −8,296−35.0% | Reduced |
| Pathway Financial Advisers, LLC | 15,566 | $1.39M | 0.50% | −8−0.1% | Reduced |
| Adelante Capital Management LLC | 15,627 | $1.40M | 0.11% | −1,925−11.0% | Reduced |
| Bleakley Financial Group, LLC | 15,766 | $1.41M | 0.04% | −799−4.8% | Reduced |
| Simplicity Wealth,LLC | 15,766 | $1.41M | 0.03% | −755−4.6% | Reduced |
| LMR Partners LLP | 16,127 | $1.45M | 0.03% | +16,127 | New |
| Creekmur Asset Management LLC | 16,230 | $1.45M | 0.38% | +3,255+25.1% | Added |
| Genesee Capital Advisors, LLC | 16,283 | $1.46M | 0.72% | −1,897−10.4% | Reduced |
| Inspire Trust Co, N.A. | 16,559 | $1.48M | 0.49% | +5,559+50.5% | Added |
| Louisiana State Employees Retirement System | 16,600 | $1.49M | 0.03% | −400−2.4% | Reduced |
| Claro Advisors LLC | 16,614 | $1.49M | 0.23% | −1,405−7.8% | Reduced |
| Symphony Financial, Ltd. Co. | 16,441 | $1.49M | 0.27% | +13,875+540.7% | Added |
| Securian Asset Management, Inc | 16,789 | $1.50M | 0.04% | −408−2.4% | Reduced |
| AXA S.A. | 17,167 | $1.54M | 0.00% | −71,882−80.7% | Reduced |
| Zacks Investment Management | 17,407 | $1.56M | 0.02% | +1,962+12.7% | Added |
| Ieq Capital, LLC | 17,450 | $1.56M | 0.02% | +3,652+26.5% | Added |
| King Luther Capital Management Corp | 17,515 | $1.57M | 0.01% | +567+3.3% | Added |
| Ossiam | 17,747 | $1.59M | 0.03% | −1,012−5.4% | Reduced |