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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 249 | $22.3K | 0.00% | +234+1,560.0% | Added |
| SRS Capital Advisors, Inc. | 241 | $21.6K | 0.00% | +72+42.6% | Added |
| Quent Capital, LLC | 240 | $21.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 236 | $21.2K | 0.01% | +236 | New |
| Elequin Capital LP | 211 | $18.9K | 0.01% | +211 | New |
| Chilton Capital Management LLC | 205 | $18.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $18.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 198 | $17.8K | 0.01% | +1+0.5% | Added |
| Tucker Asset Management LLC | 180 | $16.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 182 | $16.0K | 0.01% | +1+0.6% | Added |
| Chesapeake Asset Management LLC | 170 | $15.2K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 165 | $15.1K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 162 | $14.6K | 0.00% | +162 | New |
| Meeder Asset Management Inc | 155 | $13.9K | 0.00% | +155 | New |
| Carmichael Hill & Associates, Inc. | 143 | $12.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 141 | $12.6K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 135 | $12.1K | 0.01% | −1,822−93.1% | Reduced |
| Prestige Wealth Management Group LLC | 134 | $12.1K | 0.00% | −3,536−96.3% | Reduced |
| Gradient Investments LLC | 131 | $11.7K | 0.00% | +131 | New |
| Wetzel Investment Advisors, Inc. | 143 | $11.5K | 0.01% | +143 | New |
| Bell Investment Advisors, Inc | 126 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $11.2K | 0.01% | −29−18.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 123 | $11.0K | 0.01% | +123 | New |
| Moisand Fitzgerald Tamayo, LLC | 113 | $10.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 106 | $9.50K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $8.96K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $8.96K | 0.00% | +5+5.3% | Added |
| McMahon Financial Advisors, LLC | 100 | $8.96K | 0.00% | +100 | New |
| Red Tortoise LLC | 94 | $8.42K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $8.07K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 88 | $7.89K | 0.00% | +88 | New |
| RFP Financial Group LLC | 84 | $7.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $6.99K | 0.00% | +12+18.2% | Added |
| Exchange Traded Concepts, LLC | 72 | $6.45K | 0.00% | −63−46.7% | Reduced |
| Planning Capital Management Corp | 72 | $6.45K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $5.38K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 41 | $3.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $3.50K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 36 | $3.23K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $3.23K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 31 | $2.78K | 0.00% | −6−16.2% | Reduced |
| Hollencrest Capital Management | 29 | $2.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $2.42K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $2.33K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 25 | $2.24K | 0.00% | +25 | New |
| Loomis Sayles & Co L P | 26 | $2.00K | 0.00% | −329−92.7% | Reduced |
| Cornerstone Planning Group LLC | 16 | $1.67K | 0.00% | +16 | New |
| 1620 Investment Advisors, Inc. | 17 | $1.52K | 0.00% | +17 | New |
| Unique Wealth Strategies, LLC | 18 | $1.44K | 0.00% | +18 | New |
| Aspect Partners, LLC | 13 | $1.17K | 0.00% | +2+18.2% | Added |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −4−26.7% | Reduced |
| Strengthening Families & Communities, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Ruedi Wealth Management, Inc. | 11 | $986 | 0.00% | +11 | New |
| VisionPoint Advisory Group, LLC | 10 | $896 | 0.00% | +10 | New |
| TFC Financial Management | 6 | $538 | 0.00% | −1−14.3% | Reduced |
| Wolff Wiese Magana LLC | 5 | $449 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $362 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 4 | $358 | 0.00% | +4 | New |
| Chris Bulman Inc | 4 | $358 | 0.00% | +4 | New |
| PFG Private Wealth Management, LLC | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $269 | 0.00% | −18−85.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $179 | 0.00% | +2 | New |
| Key Financial Inc | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,271,739−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −833,604−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −183,185−100.0% | Sold out |
| Mason & Associates, LLC | 0 | $0 | 0.00% | −95,114−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −78,997−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −70,388−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −60,791−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −60,281−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −45,856−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −35,604−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −22,428−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −20,792−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −16,961−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Savoie Capital LLC | 0 | $0 | 0.00% | −10,545−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −9,544−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −7,736−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −6,473−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −5,318−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −5,107−100.0% | Sold out |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −4,617−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,210−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,421−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |