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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 27,031 | $2.42M | 0.05% | +269+1.0% | Added |
| CoreFirst Bank & Trust | 27,014 | $2.42M | 1.63% | −450−1.6% | Reduced |
| Advisory Services Network, LLC | 26,721 | $2.39M | 0.05% | +1,437+5.7% | Added |
| Sippican Capital Advisors | 26,687 | $2.39M | 1.89% | 00.0% | Unchanged |
| PFG Investments, LLC | 26,336 | $2.36M | 0.17% | −2,282−8.0% | Reduced |
| Alberta Investment Management Corp | 26,300 | $2.36M | 0.02% | +20,400+345.8% | Added |
| Fifth Third Bancorp | 26,236 | $2.35M | 0.01% | −68−0.3% | Reduced |
| Green Alpha Advisors, LLC | 26,153 | $2.34M | 1.88% | −974−3.6% | Reduced |
| Nordea Investment Management AB | 26,073 | $2.34M | 0.00% | +1,549+6.3% | Added |
| Candriam Luxembourg S.C.A. | 26,080 | $2.34M | 0.01% | −162,368−86.2% | Reduced |
| Strategic Financial Concepts, LLC | 233,251 | $2.30M | 0.01% | +233,251 | New |
| Commerce Bank | 25,549 | $2.29M | 0.01% | +447+1.8% | Added |
| Oregon Public Employees Retirement Fund | 25,149 | $2.25M | 0.04% | +219+0.9% | Added |
| Davenport & Co LLC | 24,832 | $2.23M | 0.01% | +78+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 24,696 | $2.21M | 0.01% | −856−3.4% | Reduced |
| Gables Capital Management Inc. | 24,660 | $2.21M | 1.16% | +70+0.3% | Added |
| Ellsworth Advisors, LLC | 24,471 | $2.19M | 0.61% | +567+2.4% | Added |
| Lee Danner & Bass Inc | 24,425 | $2.19M | 0.17% | +24,425 | New |
| Ancora Advisors, LLC | 24,314 | $2.18M | 0.05% | −150−0.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 24,100 | $2.16M | 0.04% | −400−1.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 24,069 | $2.16M | 0.12% | −997−4.0% | Reduced |
| Gulf International Bank (UK) Ltd | 23,892 | $2.14M | 0.05% | 00.0% | Unchanged |
| Norinchukin Bank, The | 23,715 | $2.13M | 0.06% | −320−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,553 | $2.11M | 0.04% | −682−2.8% | Reduced |
| TFG Advisers LLC | 23,532 | $2.11M | 0.82% | +1,017+4.5% | Added |
| Oppenheimer Asset Management Inc. | 23,246 | $2.08M | 0.03% | −788−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,186 | $2.08M | 0.02% | −634−2.7% | Reduced |
| Atria Investments LLC | 23,116 | $2.07M | 0.03% | −236−1.0% | Reduced |
| US Bancorp | 23,060 | $2.07M | 0.00% | +938+4.2% | Added |
| Venture Visionary Partners LLC | 23,018 | $2.06M | 0.10% | −11,308−32.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,972 | $2.06M | 0.02% | +2,358+11.4% | Added |
| GeoWealth Management, LLC | 22,852 | $2.05M | 0.09% | +9,899+76.4% | Added |
| Heritage Trust Co | 22,639 | $2.03M | 0.27% | −238−1.0% | Reduced |
| Mizuho Securities USA LLC | 22,603 | $2.03M | 0.04% | +22,603 | New |
| State Farm Mutual Automobile Insurance Co | 22,500 | $2.02M | 0.00% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 22,495 | $2.02M | 1.57% | −400−1.7% | Reduced |
| Corrado Advisors, LLC | 22,366 | $2.00M | 1.30% | −1,656−6.9% | Reduced |
| Apollon Wealth Management, LLC | 22,309 | $2.00M | 0.06% | −355−1.6% | Reduced |
| Delphi Management Inc | 22,237 | $1.99M | 1.62% | −1,869−7.8% | Reduced |
| KCM Investment Advisors LLC | 22,158 | $1.99M | 0.07% | +248+1.1% | Added |
| Maryland State Retirement & Pension System | 22,108 | $1.98M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 22,089 | $1.98M | 0.06% | −86−0.4% | Reduced |
| MSH Capital Advisors LLC | 21,749 | $1.95M | 0.65% | +738+3.5% | Added |
| Fiduciary Trust Co | 21,742 | $1.95M | 0.03% | +246+1.1% | Added |
| F/M Investments LLC | 21,260 | $1.92M | 0.07% | +21,260 | New |
| SpiderRock Advisors, LLC | 21,352 | $1.91M | 0.05% | −143−0.7% | Reduced |
| HighPoint Advisor Group LLC | 18,287 | $1.85M | 0.11% | +261+1.4% | Added |
| Tower Research Capital LLC (TRC) | 20,552 | $1.84M | 0.03% | +10,051+95.7% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $1.83M | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 20,449 | $1.83M | 0.00% | −48,626−70.4% | Reduced |
| Park Avenue Securities LLC | 20,104 | $1.80M | 0.02% | +253+1.3% | Added |
| Cerity Partners LLC | 19,920 | $1.79M | 0.00% | −2,473−11.0% | Reduced |
| MBB Public Markets I LLC | 19,917 | $1.78M | 0.04% | +15,974+405.1% | Added |
| Eagle Ridge Investment Management | 19,702 | $1.77M | 0.16% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 19,329 | $1.73M | 0.13% | +626+3.3% | Added |
| Naviter Wealth, LLC | 19,085 | $1.72M | 0.26% | +673+3.7% | Added |
| Susquehanna Fundamental Investments, LLC | 19,131 | $1.71M | 0.04% | −40,955−68.2% | Reduced |
| JustInvest LLC | 18,998 | $1.70M | 0.03% | +2,393+14.4% | Added |
| Trust Investment Advisors | 18,909 | $1.69M | 1.08% | −464−2.4% | Reduced |
| Donoghue Forlines LLC | 18,855 | $1.69M | 0.48% | −1,272−6.3% | Reduced |
| Hartford Investment Management Co | 18,854 | $1.69M | 0.06% | −87−0.5% | Reduced |
| Highline Wealth Partners LLC | 18,530 | $1.66M | 0.63% | −246−1.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,314 | $1.64M | 0.04% | +18,314 | New |
| O'Shaughnessy Asset Management, LLC | 18,288 | $1.64M | 0.02% | +2,944+19.2% | Added |
| Fagan Associates, Inc. | 18,183 | $1.63M | 0.29% | +670+3.8% | Added |
| AE Wealth Management LLC | 18,006 | $1.61M | 0.02% | +6,611+58.0% | Added |
| Catalytic Wealth RIA, LLC | 17,784 | $1.59M | 0.31% | +3,958+28.6% | Added |
| Ossiam | 17,747 | $1.59M | 0.03% | −1,012−5.4% | Reduced |
| King Luther Capital Management Corp | 17,515 | $1.57M | 0.01% | +567+3.3% | Added |
| Ieq Capital, LLC | 17,450 | $1.56M | 0.02% | +3,652+26.5% | Added |
| Zacks Investment Management | 17,407 | $1.56M | 0.02% | +1,962+12.7% | Added |
| AXA S.A. | 17,167 | $1.54M | 0.00% | −71,882−80.7% | Reduced |
| Securian Asset Management, Inc | 16,789 | $1.50M | 0.04% | −408−2.4% | Reduced |
| Symphony Financial, Ltd. Co. | 16,441 | $1.49M | 0.27% | +13,875+540.7% | Added |
| Claro Advisors LLC | 16,614 | $1.49M | 0.23% | −1,405−7.8% | Reduced |
| Louisiana State Employees Retirement System | 16,600 | $1.49M | 0.03% | −400−2.4% | Reduced |
| Inspire Trust Co, N.A. | 16,559 | $1.48M | 0.49% | +5,559+50.5% | Added |
| Genesee Capital Advisors, LLC | 16,283 | $1.46M | 0.72% | −1,897−10.4% | Reduced |
| Creekmur Asset Management LLC | 16,230 | $1.45M | 0.38% | +3,255+25.1% | Added |
| LMR Partners LLP | 16,127 | $1.45M | 0.03% | +16,127 | New |
| 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 |
| Adelante Capital Management LLC | 15,627 | $1.40M | 0.11% | −1,925−11.0% | Reduced |
| Pathway Financial Advisers, LLC | 15,566 | $1.39M | 0.50% | −8−0.1% | Reduced |
| Truvestments Capital LLC | 15,377 | $1.38M | 0.55% | −8,296−35.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 15,348 | $1.38M | 0.24% | +1,745+12.8% | Added |
| RSM US Wealth Management LLC | 15,134 | $1.36M | 0.02% | +15,134 | New |
| Boston Private Wealth LLC | 15,139 | $1.36M | 0.03% | +212+1.4% | Added |
| Beacon Financial Advisory LLC | 14,882 | $1.33M | 0.50% | +261+1.8% | Added |
| Coppell Advisory Solutions LLC | 14,866 | $1.33M | 0.22% | +14,866 | New |
| Roman Butler Fullerton & Co | 13,965 | $1.33M | 0.43% | −966−6.5% | Reduced |
| Community Bank of Raymore | 14,815 | $1.33M | 1.03% | −2,850−16.1% | Reduced |
| New Mexico Educational Retirement Board | 14,740 | $1.32M | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,720 | $1.32M | 0.05% | −853−5.5% | Reduced |
| La Financiere de L'Echiquier | 14,685 | $1.32M | 0.06% | −19,885−57.5% | Reduced |
| Schroder Investment Management Group | 14,597 | $1.31M | 0.00% | +1,255+9.4% | Added |
| EP Wealth Advisors, LLC | 14,558 | $1.30M | 0.01% | +1,580+12.2% | Added |
| RFG Advisory, LLC | 14,511 | $1.30M | 0.04% | −415−2.8% | Reduced |
| Kestra Private Wealth Services, LLC | 14,223 | $1.28M | 0.03% | +42+0.3% | Added |
| Oppenheimer & Co Inc | 14,106 | $1.26M | 0.02% | +2,620+22.8% | Added |