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 |
|---|---|---|---|---|---|
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 38,184 | $3.42M | 0.04% | +38,184 | New |
| ING Groep NV | 39,445 | $3.54M | 0.02% | +21,234+116.6% | Added |
| CIBC Asset Management Inc | 39,709 | $3.56M | 0.01% | −1,930−4.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 39,513 | $3.57M | 1.17% | −956−2.4% | Reduced |
| Rafferty Asset Management, LLC | 40,469 | $3.63M | 0.01% | +5,508+15.8% | Added |
| Public Sector Pension Investment Board | 40,718 | $3.65M | 0.02% | +6,164+17.8% | Added |
| D.A. Davidson & Co. | 40,904 | $3.67M | 0.03% | −753−1.8% | Reduced |
| Umb Bank N A | 40,913 | $3.67M | 0.06% | +39,941+4,109.2% | Added |
| Mariner, LLC | 40,978 | $3.67M | 0.01% | −1,108−2.6% | Reduced |
| Vectors Research Management, LLC | 41,652 | $3.73M | 1.15% | +542+1.3% | Added |
| Congress Wealth Management LLC | 43,000 | $3.85M | 0.06% | +43,000 | New |
| Twelve Points Wealth Management LLC | 43,010 | $3.85M | 1.36% | +2,429+6.0% | Added |
| Assetmark, Inc | 43,033 | $3.86M | 0.01% | +42,837+21,855.6% | Added |
| Holderness Investments Co | 43,102 | $3.86M | 0.91% | −698−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 44,009 | $3.94M | 0.03% | −71,852−62.0% | Reduced |
| GWM Advisors LLC | 44,040 | $3.95M | 0.03% | +14,625+49.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 44,370 | $3.98M | 0.12% | −5,494−11.0% | Reduced |
| Van Eck Associates Corp | 44,887 | $4.02M | 0.01% | +44,887 | New |
| New York Life Investment Management LLC | 44,916 | $4.03M | 0.04% | +601+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 46,071 | $4.11M | 0.02% | −310,679−87.1% | Reduced |
| Tredje AP-fonden | 46,113 | $4.13M | 0.04% | −717−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 46,300 | $4.15M | 0.10% | −125−0.3% | Reduced |
| Wakefield Asset Management LLLP | 46,556 | $4.17M | 1.46% | −403−0.9% | Reduced |
| RB Capital Management, LLC | 46,663 | $4.18M | 1.07% | +701+1.5% | Added |
| Uniplan Investment Counsel, Inc. | 47,385 | $4.25M | 0.39% | −845−1.8% | Reduced |
| Yousif Capital Management, LLC | 47,574 | $4.26M | 0.05% | −1,220−2.5% | Reduced |
| Utah Retirement Systems | 47,914 | $4.29M | 0.05% | −2,200−4.4% | Reduced |
| DnB Asset Management AS | 48,923 | $4.38M | 0.02% | +3,822+8.5% | Added |
| Independent Advisor Alliance | 49,187 | $4.41M | 0.15% | +821+1.7% | Added |
| AQR Capital Management LLC | 50,238 | $4.50M | 0.01% | +322+0.6% | Added |
| Promethos Capital, LLC | 50,342 | $4.51M | 1.71% | +27,380+119.2% | Added |
| Federated Hermes, Inc. | 50,547 | $4.53M | 0.01% | +614+1.2% | Added |
| Werlinich Asset Management, LLC | 51,747 | $4.62M | 2.87% | +57+0.1% | Added |
| ProShare Advisors LLC | 51,751 | $4.64M | 0.01% | +2,991+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 52,094 | $4.67M | 0.00% | +1,213+2.4% | Added |
| Advisors Asset Management, Inc. | 52,392 | $4.70M | 0.09% | −1,458−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 52,431 | $4.70M | 0.00% | +1,076+2.1% | Added |
| Atria Wealth Solutions, Inc. | 53,633 | $4.84M | 0.05% | −2,909−5.1% | Reduced |
| Forsta Ap-Fonden | 54,000 | $4.84M | 0.04% | −5,400−9.1% | Reduced |
| Trinity Legacy Partners, LLC | 54,870 | $4.92M | 1.40% | +333+0.6% | Added |
| Czech National Bank | 55,859 | $5.01M | 0.06% | +4,483+8.7% | Added |
| British Columbia Investment Management Corp | 56,131 | $5.03M | 0.03% | +21,270+61.0% | Added |
| Edgestream Partners, L.P. | 56,679 | $5.08M | 0.24% | +33,803+147.8% | Added |
| Pensionfund DSM Netherlands | 57,500 | $5.15M | 2.74% | 00.0% | Unchanged |
| Ethic Inc. | 57,912 | $5.19M | 0.12% | +10,176+21.3% | Added |
| Hourglass Capital, LLC | 58,970 | $5.28M | 1.57% | −1,500−2.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 59,895 | $5.37M | 0.03% | +5,056+9.2% | Added |
| Dumont & Blake Investment Advisors LLC | 60,808 | $5.45M | 0.77% | +30,590+101.2% | Added |
| Truist Financial Corp | 60,818 | $5.45M | 0.01% | −2,637−4.2% | Reduced |
| Amalgamated Bank | 61,437 | $5.51M | 0.05% | −163−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 61,635 | $5.52M | 0.08% | +876+1.4% | Added |
| One Capital Management, LLC | 62,231 | $5.58M | 0.19% | +55,282+795.5% | Added |
| Baird Financial Group, Inc. | 62,451 | $5.60M | 0.01% | +137+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 62,500 | $5.60M | 0.02% | −1,500−2.3% | Reduced |
| WealthTrust Axiom LLC | 63,539 | $5.69M | 1.89% | −2,944−4.4% | Reduced |
| Quantbot Technologies LP | 64,953 | $5.82M | 0.28% | −167−0.3% | Reduced |
| KBC Group NV | 65,197 | $5.84M | 0.02% | −5,235−7.4% | Reduced |
| Oliver Luxxe Assets LLC | 66,299 | $5.94M | 1.26% | −934−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 66,360 | $5.95M | 0.11% | −173,529−72.3% | Reduced |
| Wealthfront Advisers LLC | 68,368 | $6.13M | 0.02% | −1,017−1.5% | Reduced |
| Moors & Cabot, Inc. | 69,068 | $6.19M | 0.33% | −389−0.6% | Reduced |
| Allworth Financial LP | 63,209 | $6.21M | 0.04% | −419−0.7% | Reduced |
| Janus Henderson Group PLC | 69,704 | $6.25M | 0.00% | +26,519+61.4% | Added |
| CIBC World Markets Inc. | 69,792 | $6.25M | 0.02% | −75,085−51.8% | Reduced |
| Nepsis, Inc. | 70,251 | $6.30M | 1.70% | +1,516+2.2% | Added |
| American Trust Investment Advisors, LLC | 70,396 | $6.31M | 3.06% | −2,163−3.0% | Reduced |
| Gotham Asset Management, LLC | 71,000 | $6.36M | 0.08% | +21,732+44.1% | Added |
| Woodstock Corp | 71,781 | $6.43M | 0.65% | −560−0.8% | Reduced |
| Nia Impact Advisors, LLC | 72,097 | $6.46M | 2.32% | −4,386−5.7% | Reduced |
| Marex Group plc | 72,100 | $6.46M | 0.17% | +72,100 | New |
| American Assets Capital Advisers, LLC | 72,534 | $6.50M | 2.06% | +47,035+184.5% | Added |
| Nissay Asset Management Corp | 73,440 | $6.58M | 0.04% | +3,469+5.0% | Added |
| Kestra Advisory Services, LLC | 73,150 | $6.60M | 0.04% | −401−0.5% | Reduced |
| First National Trust Co | 74,779 | $6.70M | 0.28% | −32,455−30.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 75,415 | $6.76M | 0.01% | −224,970−74.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 75,809 | $6.79M | 0.35% | +12,540+19.8% | Added |
| Sonora Investment Management Group, LLC | 84,859 | $6.81M | 0.53% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 76,727 | $6.88M | 0.05% | +4,638+6.4% | Added |
| Millennium Management LLC | 78,037 | $6.99M | 0.01% | −880,480−91.9% | Reduced |
| Corebridge Financial, Inc. | 78,164 | $7.01M | 0.04% | +78,164 | New |
| Azimuth Capital Investment Management LLC | 79,010 | $7.08M | 0.29% | +3,385+4.5% | Added |
| State of Michigan Retirement System | 80,246 | $7.19M | 0.04% | +200+0.2% | Added |
| Arizona State Retirement System | 80,512 | $7.22M | 0.05% | +201+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 80,674 | $7.23M | 0.09% | +3,079+4.0% | Added |
| Acadian Asset Management LLC | 84,225 | $7.54M | 0.02% | −23,010−21.5% | Reduced |
| Chicago Capital, LLC | 85,092 | $7.63M | 0.23% | −940−1.1% | Reduced |
| Polar Asset Management Partners Inc. | 85,500 | $7.66M | 0.20% | −179,100−67.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 87,373 | $7.83M | 1.91% | +87,373 | New |
| M&T Bank Corp | 87,881 | $7.88M | 0.03% | −1,358−1.5% | Reduced |
| Salem Investment Counselors Inc | 88,506 | $7.94M | 0.26% | +3,393+4.0% | Added |
| Mercer Global Advisors Inc | 88,632 | $7.94M | 0.02% | −7,144−7.5% | Reduced |
| MML Investors Services, LLC | 90,384 | $8.10M | 0.03% | −8,449−8.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 91,297 | $8.18M | 0.34% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 93,662 | $8.39M | 0.61% | +5,551+6.3% | Added |
| Vestcor Inc | 93,668 | $8.39M | 0.28% | +3,628+4.0% | Added |
| Private Advisor Group, LLC | 93,985 | $8.42M | 0.06% | +8,877+10.4% | Added |
| Foresight Capital Management Advisors, Inc. | 94,731 | $8.49M | 5.75% | −383−0.4% | Reduced |
| MetLife Investment Management | 94,807 | $8.50M | 0.05% | +20,566+27.7% | Added |
| USS Investment Management Ltd | 95,176 | $8.53M | 0.07% | +3,506+3.8% | Added |
| Erste Asset Management GmbH | 96,100 | $8.57M | 0.11% | 00.0% | Unchanged |