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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 71,000 | $6.36M | 0.08% | +21,732+44.1% | Added |
| American Trust Investment Advisors, LLC | 70,396 | $6.31M | 3.06% | −2,163−3.0% | Reduced |
| Nepsis, Inc. | 70,251 | $6.30M | 1.70% | +1,516+2.2% | Added |
| CIBC World Markets Inc. | 69,792 | $6.25M | 0.02% | −75,085−51.8% | Reduced |
| Janus Henderson Group PLC | 69,704 | $6.25M | 0.00% | +26,519+61.4% | Added |
| Allworth Financial LP | 63,209 | $6.21M | 0.04% | −419−0.7% | Reduced |
| Moors & Cabot, Inc. | 69,068 | $6.19M | 0.33% | −389−0.6% | Reduced |
| Wealthfront Advisers LLC | 68,368 | $6.13M | 0.02% | −1,017−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 66,360 | $5.95M | 0.11% | −173,529−72.3% | Reduced |
| Oliver Luxxe Assets LLC | 66,299 | $5.94M | 1.26% | −934−1.4% | Reduced |
| KBC Group NV | 65,197 | $5.84M | 0.02% | −5,235−7.4% | Reduced |
| Quantbot Technologies LP | 64,953 | $5.82M | 0.28% | −167−0.3% | Reduced |
| WealthTrust Axiom LLC | 63,539 | $5.69M | 1.89% | −2,944−4.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 62,500 | $5.60M | 0.02% | −1,500−2.3% | Reduced |
| Baird Financial Group, Inc. | 62,451 | $5.60M | 0.01% | +137+0.2% | Added |
| One Capital Management, LLC | 62,231 | $5.58M | 0.19% | +55,282+795.5% | Added |
| Peapack Gladstone Financial Corp | 61,635 | $5.52M | 0.08% | +876+1.4% | Added |
| Amalgamated Bank | 61,437 | $5.51M | 0.05% | −163−0.3% | Reduced |
| Truist Financial Corp | 60,818 | $5.45M | 0.01% | −2,637−4.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 60,808 | $5.45M | 0.77% | +30,590+101.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 59,895 | $5.37M | 0.03% | +5,056+9.2% | Added |
| Hourglass Capital, LLC | 58,970 | $5.28M | 1.57% | −1,500−2.5% | Reduced |
| Ethic Inc. | 57,912 | $5.19M | 0.12% | +10,176+21.3% | Added |
| Pensionfund DSM Netherlands | 57,500 | $5.15M | 2.74% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 56,679 | $5.08M | 0.24% | +33,803+147.8% | Added |
| British Columbia Investment Management Corp | 56,131 | $5.03M | 0.03% | +21,270+61.0% | Added |
| Czech National Bank | 55,859 | $5.01M | 0.06% | +4,483+8.7% | Added |
| Trinity Legacy Partners, LLC | 54,870 | $4.92M | 1.40% | +333+0.6% | Added |
| Forsta Ap-Fonden | 54,000 | $4.84M | 0.04% | −5,400−9.1% | Reduced |
| Atria Wealth Solutions, Inc. | 53,633 | $4.84M | 0.05% | −2,909−5.1% | Reduced |
| The PNC Financial Services Group, Inc. | 52,431 | $4.70M | 0.00% | +1,076+2.1% | Added |
| Advisors Asset Management, Inc. | 52,392 | $4.70M | 0.09% | −1,458−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 52,094 | $4.67M | 0.00% | +1,213+2.4% | Added |
| ProShare Advisors LLC | 51,751 | $4.64M | 0.01% | +2,991+6.1% | Added |
| Werlinich Asset Management, LLC | 51,747 | $4.62M | 2.87% | +57+0.1% | Added |
| Federated Hermes, Inc. | 50,547 | $4.53M | 0.01% | +614+1.2% | Added |
| Promethos Capital, LLC | 50,342 | $4.51M | 1.71% | +27,380+119.2% | Added |
| AQR Capital Management LLC | 50,238 | $4.50M | 0.01% | +322+0.6% | Added |
| Independent Advisor Alliance | 49,187 | $4.41M | 0.15% | +821+1.7% | Added |
| DnB Asset Management AS | 48,923 | $4.38M | 0.02% | +3,822+8.5% | Added |
| Utah Retirement Systems | 47,914 | $4.29M | 0.05% | −2,200−4.4% | Reduced |
| Yousif Capital Management, LLC | 47,574 | $4.26M | 0.05% | −1,220−2.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 47,385 | $4.25M | 0.39% | −845−1.8% | Reduced |
| RB Capital Management, LLC | 46,663 | $4.18M | 1.07% | +701+1.5% | Added |
| Wakefield Asset Management LLLP | 46,556 | $4.17M | 1.46% | −403−0.9% | Reduced |
| Catalyst Capital Advisors LLC | 46,300 | $4.15M | 0.10% | −125−0.3% | Reduced |
| Tredje AP-fonden | 46,113 | $4.13M | 0.04% | −717−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 46,071 | $4.11M | 0.02% | −310,679−87.1% | Reduced |
| New York Life Investment Management LLC | 44,916 | $4.03M | 0.04% | +601+1.4% | Added |
| Van Eck Associates Corp | 44,887 | $4.02M | 0.01% | +44,887 | New |
| Oversea-Chinese Banking CORP Ltd | 44,370 | $3.98M | 0.12% | −5,494−11.0% | Reduced |
| GWM Advisors LLC | 44,040 | $3.95M | 0.03% | +14,625+49.7% | Added |
| Schonfeld Strategic Advisors LLC | 44,009 | $3.94M | 0.03% | −71,852−62.0% | Reduced |
| Holderness Investments Co | 43,102 | $3.86M | 0.91% | −698−1.6% | Reduced |
| Assetmark, Inc | 43,033 | $3.86M | 0.01% | +42,837+21,855.6% | Added |
| Twelve Points Wealth Management LLC | 43,010 | $3.85M | 1.36% | +2,429+6.0% | Added |
| Congress Wealth Management LLC | 43,000 | $3.85M | 0.06% | +43,000 | New |
| Vectors Research Management, LLC | 41,652 | $3.73M | 1.15% | +542+1.3% | Added |
| Mariner, LLC | 40,978 | $3.67M | 0.01% | −1,108−2.6% | Reduced |
| Umb Bank N A | 40,913 | $3.67M | 0.06% | +39,941+4,109.2% | Added |
| D.A. Davidson & Co. | 40,904 | $3.67M | 0.03% | −753−1.8% | Reduced |
| Public Sector Pension Investment Board | 40,718 | $3.65M | 0.02% | +6,164+17.8% | Added |
| Rafferty Asset Management, LLC | 40,469 | $3.63M | 0.01% | +5,508+15.8% | Added |
| RPg Family Wealth Advisory, LLC | 39,513 | $3.57M | 1.17% | −956−2.4% | Reduced |
| CIBC Asset Management Inc | 39,709 | $3.56M | 0.01% | −1,930−4.6% | Reduced |
| ING Groep NV | 39,445 | $3.54M | 0.02% | +21,234+116.6% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 38,184 | $3.42M | 0.04% | +38,184 | New |
| Siemens Fonds Invest GmbH | 37,996 | $3.41M | 0.25% | 00.0% | Unchanged |
| CIBC World Markets Corp | 37,790 | $3.39M | 0.02% | −82,379−68.6% | Reduced |
| Courier Capital LLC | 37,703 | $3.38M | 0.27% | −801−2.1% | Reduced |
| Investment Management Corp of Ontario | 37,442 | $3.36M | 0.09% | +32,751+698.2% | Added |
| Gillson Capital LP | 37,200 | $3.33M | 0.32% | −81,299−68.6% | Reduced |
| Mutual of America Capital Management LLC | 36,970 | $3.31M | 0.04% | −1,315−3.4% | Reduced |
| Spirit of America Management Corp | 35,750 | $3.20M | 0.65% | +6,950+24.1% | Added |
| Pathstone Holdings, LLC | 35,655 | $3.20M | 0.01% | −2,551−6.7% | Reduced |
| APG Asset Management N.V. | 37,044 | $3.10M | 0.01% | +24,100+186.2% | Added |
| Pacitti Group Inc. | 33,940 | $3.06M | 1.60% | −323−0.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 33,733 | $3.02M | 0.24% | −180−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 33,324 | $2.99M | 0.06% | +408+1.2% | Added |
| Smithfield Trust Co | 33,253 | $2.98M | 0.16% | −3,778−10.2% | Reduced |
| PGGM Investments | 32,794 | $2.94M | 0.04% | +10,425+46.6% | Added |
| Terra Nova Asset Management LLC | 32,409 | $2.90M | 2.29% | +120+0.4% | Added |
| Achmea Investment Management B.V. | 31,486 | $2.82M | 0.05% | −11,326−26.5% | Reduced |
| Wolverine Asset Management LLC | 30,721 | $2.75M | 0.05% | 00.0% | Unchanged |
| Bank of Nova Scotia | 30,524 | $2.74M | 0.01% | −5,735−15.8% | Reduced |
| Public Employees Retirement Association of Colorado | 30,171 | $2.70M | 0.01% | −614−2.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 30,115 | $2.70M | 0.01% | +30,115 | New |
| Madison Asset Management, LLC | 30,083 | $2.70M | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 29,828 | $2.69M | 0.07% | −960−3.1% | Reduced |
| Sage Capital Management, LLC | 29,917 | $2.68M | 1.41% | −1,906−6.0% | Reduced |
| Stock Yards Bank & Trust Co | 29,617 | $2.65M | 0.09% | −1,239−4.0% | Reduced |
| Prana Capital Management, LP | 29,304 | $2.63M | 0.12% | +5,079+21.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 29,275 | $2.62M | 0.03% | +317+1.1% | Added |
| Sanctuary Advisors, LLC | 33,535 | $2.60M | 0.02% | +33,535 | New |
| Elo Mutual Pension Insurance Co | 28,704 | $2.57M | 0.06% | +2,110+7.9% | Added |
| Morse Asset Management, Inc | 28,115 | $2.52M | 0.61% | −1,000−3.4% | Reduced |
| CoreCap Advisors, LLC | 28,093 | $2.52M | 0.26% | −802−2.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 27,630 | $2.48M | 0.09% | −4,350−13.6% | Reduced |
| Pensionfund Sabic | 27,500 | $2.46M | 0.73% | −1,000−3.5% | Reduced |
| Shelton Capital Management | 27,371 | $2.45M | 0.07% | −80,800−74.7% | Reduced |