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 6 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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 17,784 | $1.59M | 0.31% | +3,958+28.6% | Added |
| AE Wealth Management LLC | 18,006 | $1.61M | 0.02% | +6,611+58.0% | Added |
| Fagan Associates, Inc. | 18,183 | $1.63M | 0.29% | +670+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 18,288 | $1.64M | 0.02% | +2,944+19.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,314 | $1.64M | 0.04% | +18,314 | New |
| Highline Wealth Partners LLC | 18,530 | $1.66M | 0.63% | −246−1.3% | Reduced |
| Hartford Investment Management Co | 18,854 | $1.69M | 0.06% | −87−0.5% | Reduced |
| Donoghue Forlines LLC | 18,855 | $1.69M | 0.48% | −1,272−6.3% | Reduced |
| Trust Investment Advisors | 18,909 | $1.69M | 1.08% | −464−2.4% | Reduced |
| JustInvest LLC | 18,998 | $1.70M | 0.03% | +2,393+14.4% | Added |
| Susquehanna Fundamental Investments, LLC | 19,131 | $1.71M | 0.04% | −40,955−68.2% | Reduced |
| Naviter Wealth, LLC | 19,085 | $1.72M | 0.26% | +673+3.7% | Added |
| Moody National Bank Trust Division | 19,329 | $1.73M | 0.13% | +626+3.3% | Added |
| Eagle Ridge Investment Management | 19,702 | $1.77M | 0.16% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 19,917 | $1.78M | 0.04% | +15,974+405.1% | Added |
| Cerity Partners LLC | 19,920 | $1.79M | 0.00% | −2,473−11.0% | Reduced |
| Park Avenue Securities LLC | 20,104 | $1.80M | 0.02% | +253+1.3% | Added |
| Balyasny Asset Management LLC | 20,449 | $1.83M | 0.00% | −48,626−70.4% | Reduced |
| Illinois Municipal Retirement Fund | 20,469 | $1.83M | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 20,552 | $1.84M | 0.03% | +10,051+95.7% | Added |
| HighPoint Advisor Group LLC | 18,287 | $1.85M | 0.11% | +261+1.4% | Added |
| SpiderRock Advisors, LLC | 21,352 | $1.91M | 0.05% | −143−0.7% | Reduced |
| F/M Investments LLC | 21,260 | $1.92M | 0.07% | +21,260 | New |
| Fiduciary Trust Co | 21,742 | $1.95M | 0.03% | +246+1.1% | Added |
| MSH Capital Advisors LLC | 21,749 | $1.95M | 0.65% | +738+3.5% | Added |
| Kentucky Retirement Systems | 22,089 | $1.98M | 0.06% | −86−0.4% | Reduced |
| Maryland State Retirement & Pension System | 22,108 | $1.98M | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 22,158 | $1.99M | 0.07% | +248+1.1% | Added |
| Delphi Management Inc | 22,237 | $1.99M | 1.62% | −1,869−7.8% | Reduced |
| Apollon Wealth Management, LLC | 22,309 | $2.00M | 0.06% | −355−1.6% | Reduced |
| Corrado Advisors, LLC | 22,366 | $2.00M | 1.30% | −1,656−6.9% | Reduced |
| Cascade Investment Group, Inc. | 22,495 | $2.02M | 1.57% | −400−1.7% | Reduced |
| State Farm Mutual Automobile Insurance Co | 22,500 | $2.02M | 0.00% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 22,603 | $2.03M | 0.04% | +22,603 | New |
| Heritage Trust Co | 22,639 | $2.03M | 0.27% | −238−1.0% | Reduced |
| GeoWealth Management, LLC | 22,852 | $2.05M | 0.09% | +9,899+76.4% | Added |
| Steward Partners Investment Advisory, LLC | 22,972 | $2.06M | 0.02% | +2,358+11.4% | Added |
| Venture Visionary Partners LLC | 23,018 | $2.06M | 0.10% | −11,308−32.9% | Reduced |
| US Bancorp | 23,060 | $2.07M | 0.00% | +938+4.2% | Added |
| Atria Investments LLC | 23,116 | $2.07M | 0.03% | −236−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,186 | $2.08M | 0.02% | −634−2.7% | Reduced |
| Oppenheimer Asset Management Inc. | 23,246 | $2.08M | 0.03% | −788−3.3% | Reduced |
| TFG Advisers LLC | 23,532 | $2.11M | 0.82% | +1,017+4.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,553 | $2.11M | 0.04% | −682−2.8% | Reduced |
| Norinchukin Bank, The | 23,715 | $2.13M | 0.06% | −320−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 23,892 | $2.14M | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 24,069 | $2.16M | 0.12% | −997−4.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 24,100 | $2.16M | 0.04% | −400−1.6% | Reduced |
| Ancora Advisors, LLC | 24,314 | $2.18M | 0.05% | −150−0.6% | Reduced |
| Lee Danner & Bass Inc | 24,425 | $2.19M | 0.17% | +24,425 | New |
| Ellsworth Advisors, LLC | 24,471 | $2.19M | 0.61% | +567+2.4% | Added |
| Gables Capital Management Inc. | 24,660 | $2.21M | 1.16% | +70+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 24,696 | $2.21M | 0.01% | −856−3.4% | Reduced |
| Davenport & Co LLC | 24,832 | $2.23M | 0.01% | +78+0.3% | Added |
| Oregon Public Employees Retirement Fund | 25,149 | $2.25M | 0.04% | +219+0.9% | Added |
| Commerce Bank | 25,549 | $2.29M | 0.01% | +447+1.8% | Added |
| Strategic Financial Concepts, LLC | 233,251 | $2.30M | 0.01% | +233,251 | New |
| Candriam Luxembourg S.C.A. | 26,080 | $2.34M | 0.01% | −162,368−86.2% | Reduced |
| Nordea Investment Management AB | 26,073 | $2.34M | 0.00% | +1,549+6.3% | Added |
| Green Alpha Advisors, LLC | 26,153 | $2.34M | 1.88% | −974−3.6% | Reduced |
| Fifth Third Bancorp | 26,236 | $2.35M | 0.01% | −68−0.3% | Reduced |
| Alberta Investment Management Corp | 26,300 | $2.36M | 0.02% | +20,400+345.8% | Added |
| PFG Investments, LLC | 26,336 | $2.36M | 0.17% | −2,282−8.0% | Reduced |
| Sippican Capital Advisors | 26,687 | $2.39M | 1.89% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 26,721 | $2.39M | 0.05% | +1,437+5.7% | Added |
| CoreFirst Bank & Trust | 27,014 | $2.42M | 1.63% | −450−1.6% | Reduced |
| Capital Investment Advisors, LLC | 27,031 | $2.42M | 0.05% | +269+1.0% | Added |
| Shelton Capital Management | 27,371 | $2.45M | 0.07% | −80,800−74.7% | Reduced |
| Pensionfund Sabic | 27,500 | $2.46M | 0.73% | −1,000−3.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 27,630 | $2.48M | 0.09% | −4,350−13.6% | Reduced |
| CoreCap Advisors, LLC | 28,093 | $2.52M | 0.26% | −802−2.8% | Reduced |
| Morse Asset Management, Inc | 28,115 | $2.52M | 0.61% | −1,000−3.4% | Reduced |
| Elo Mutual Pension Insurance Co | 28,704 | $2.57M | 0.06% | +2,110+7.9% | Added |
| Sanctuary Advisors, LLC | 33,535 | $2.60M | 0.02% | +33,535 | New |
| B. Metzler seel. Sohn & Co. AG | 29,275 | $2.62M | 0.03% | +317+1.1% | Added |
| Prana Capital Management, LP | 29,304 | $2.63M | 0.12% | +5,079+21.0% | Added |
| Stock Yards Bank & Trust Co | 29,617 | $2.65M | 0.09% | −1,239−4.0% | Reduced |
| Sage Capital Management, LLC | 29,917 | $2.68M | 1.41% | −1,906−6.0% | Reduced |
| National Asset Management, Inc. | 29,828 | $2.69M | 0.07% | −960−3.1% | Reduced |
| Madison Asset Management, LLC | 30,083 | $2.70M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 30,115 | $2.70M | 0.01% | +30,115 | New |
| Public Employees Retirement Association of Colorado | 30,171 | $2.70M | 0.01% | −614−2.0% | Reduced |
| Bank of Nova Scotia | 30,524 | $2.74M | 0.01% | −5,735−15.8% | Reduced |
| Wolverine Asset Management LLC | 30,721 | $2.75M | 0.05% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 31,486 | $2.82M | 0.05% | −11,326−26.5% | Reduced |
| Terra Nova Asset Management LLC | 32,409 | $2.90M | 2.29% | +120+0.4% | Added |
| PGGM Investments | 32,794 | $2.94M | 0.04% | +10,425+46.6% | Added |
| Smithfield Trust Co | 33,253 | $2.98M | 0.16% | −3,778−10.2% | Reduced |
| Warren Averett Asset Management, LLC | 33,324 | $2.99M | 0.06% | +408+1.2% | Added |
| Cyndeo Wealth Partners, LLC | 33,733 | $3.02M | 0.24% | −180−0.5% | Reduced |
| Pacitti Group Inc. | 33,940 | $3.06M | 1.60% | −323−0.9% | Reduced |
| APG Asset Management N.V. | 37,044 | $3.10M | 0.01% | +24,100+186.2% | Added |
| Pathstone Holdings, LLC | 35,655 | $3.20M | 0.01% | −2,551−6.7% | Reduced |
| Spirit of America Management Corp | 35,750 | $3.20M | 0.65% | +6,950+24.1% | Added |
| Mutual of America Capital Management LLC | 36,970 | $3.31M | 0.04% | −1,315−3.4% | Reduced |
| Gillson Capital LP | 37,200 | $3.33M | 0.32% | −81,299−68.6% | Reduced |
| Investment Management Corp of Ontario | 37,442 | $3.36M | 0.09% | +32,751+698.2% | Added |
| Courier Capital LLC | 37,703 | $3.38M | 0.27% | −801−2.1% | Reduced |
| CIBC World Markets Corp | 37,790 | $3.39M | 0.02% | −82,379−68.6% | Reduced |
| Siemens Fonds Invest GmbH | 37,996 | $3.41M | 0.25% | 00.0% | Unchanged |