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 |
|---|---|---|---|---|---|
| Reik & Co., LLC | 14,080 | $1.26M | 0.33% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 13,942 | $1.25M | 0.19% | +640+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 13,920 | $1.25M | 0.01% | +11,712+530.4% | Added |
| Royal Fund Management, LLC | 13,840 | $1.24M | 0.17% | −1,579−10.2% | Reduced |
| MAI Capital Management | 13,804 | $1.24M | 0.01% | +1,744+14.5% | Added |
| Herbst Group, LLC | 13,500 | $1.21M | 0.74% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 13,469 | $1.21M | 0.08% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 13,464 | $1.21M | 0.98% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 13,375 | $1.20M | 0.06% | −1,275−8.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,299 | $1.19M | 0.11% | +8,434+173.4% | Added |
| Swiss Life Asset Management Ltd | 13,266 | $1.19M | 0.01% | +7,188+118.3% | Added |
| E. Ohman J:or Asset Management AB | 13,253 | $1.19M | 0.03% | +1,300+10.9% | Added |
| Cary Street Partner Investment Advisory LLC | 13,215 | $1.18M | 0.05% | −2,319−14.9% | Reduced |
| Tyler-Stone Wealth Management | 13,100 | $1.17M | 0.48% | −750−5.4% | Reduced |
| Empowered Funds, LLC | 13,068 | $1.17M | 0.02% | −103,130−88.8% | Reduced |
| Focus Financial Network, Inc. | 11,762 | $1.17M | 0.05% | −360−3.0% | Reduced |
| Perpetual Ltd | 12,980 | $1.16M | 0.01% | +12,980 | New |
| Engineers Gate Manager LP | 12,909 | $1.16M | 0.03% | +4,038+45.5% | Added |
| Contravisory Investment Management, Inc. | 12,834 | $1.15M | 0.25% | −264−2.0% | Reduced |
| Kinneret Advisory, LLC | 12,676 | $1.14M | 0.11% | +683+5.7% | Added |
| Proequities, Inc. | 12,470 | $1.13M | 0.07% | +3,261+35.4% | Added |
| WealthBridge Capital Management, LLC | 12,554 | $1.13M | 0.37% | +70+0.6% | Added |
| Richard P Slaughter Associates Inc | 12,546 | $1.12M | 0.27% | −9,291−42.5% | Reduced |
| Rakuten Investment Management, Inc. | 12,480 | $1.11M | 0.01% | +4,628+58.9% | Added |
| Crescent Grove Advisors, LLC | 12,272 | $1.11M | 0.12% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 12,330 | $1.11M | 0.60% | +12,330 | New |
| Principal Securities, Inc. | 12,284 | $1.10M | 0.03% | +509+4.3% | Added |
| HM Payson & Co | 12,261 | $1.10M | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,218 | $1.10M | 0.03% | −571−4.5% | Reduced |
| M Holdings Securities, Inc. | 12,162 | $1.09M | 0.14% | +12,162 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,148 | $1.09M | 0.02% | −10,206−45.7% | Reduced |
| Guardian Asset Advisors, LLC | 11,931 | $1.07M | 0.79% | −10−0.1% | Reduced |
| Delta Capital Management LLC | 11,810 | $1.06M | 0.64% | +11,810 | New |
| Beacon Pointe Advisors, LLC | 11,757 | $1.05M | 0.01% | −4,351−27.0% | Reduced |
| Quantinno Capital Management LP | 11,730 | $1.05M | 0.02% | +1,145+10.8% | Added |
| Hancock Whitney Corp | 11,706 | $1.05M | 0.04% | −1,093−8.5% | Reduced |
| Axxcess Wealth Management, LLC | 11,639 | $1.04M | 0.03% | +11,639 | New |
| Wedbush Securities Inc | 11,574 | $1.04M | 0.04% | +434+3.9% | Added |
| TD Private Client Wealth LLC | 11,546 | $1.03M | 0.03% | −154−1.3% | Reduced |
| One Charles Private Wealth Services, LLC | 11,419 | $1.02M | 0.43% | +187+1.7% | Added |
| American Institute for Advanced Investment Management, LLP | 11,390 | $1.02M | 0.78% | −215−1.9% | Reduced |
| Ingalls & Snyder LLC | 11,280 | $1.01M | 0.04% | −2,353−17.3% | Reduced |
| Assenagon Asset Management S.A. | 11,280 | $1.01M | 0.00% | +353+3.2% | Added |
| Capital Investment Advisory Services, LLC | 11,242 | $1.01M | 0.10% | +87+0.8% | Added |
| Retirement Planning Co of New England, Inc. | 11,215 | $1.01M | 0.55% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,158 | $1.00M | 0.03% | +8+0.1% | Added |
| Abbot Financial Management, Inc. | 11,133 | $997.8K | 0.53% | −117−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 11,123 | $996.9K | 0.01% | +143+1.3% | Added |
| Versor Investments LP | 11,100 | $994.8K | 0.18% | +11,100 | New |
| Bramshill Investments, LLC | 11,028 | $988.3K | 0.11% | +11,028 | New |
| Flputnam Investment Management Co | 10,995 | $985.4K | 0.02% | +10,995 | New |
| Jaffetilchin Investment Partners, LLC | 10,976 | $983.7K | 0.08% | −456−4.0% | Reduced |
| Brown Advisory Inc | 10,971 | $983.2K | 0.00% | +739+7.2% | Added |
| Princeton Capital Management LLC | 10,942 | $980.6K | 0.32% | −142−1.3% | Reduced |
| Harvest Fund Management Co., Ltd | 10,866 | $973.0K | 0.07% | +1,467+15.6% | Added |
| Spire Wealth Management | 10,750 | $963.5K | 0.03% | −737−6.4% | Reduced |
| Level Four Advisory Services, LLC | 10,719 | $960.7K | 0.04% | −3,777−26.1% | Reduced |
| La Banque Postale Asset Management SA | 10,712 | $960.0K | 0.04% | +10,712 | New |
| Wolverine Trading, LLC | 10,711 | $959.9K | 0.02% | +3,938+58.1% | Added |
| Independent Financial Group, LLC | 10,700 | $958.9K | 0.04% | −1,195−10.0% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $953.8K | 0.31% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,840 | $949.2K | 0.07% | +2,818+46.8% | Added |
| Measured Wealth Private Client Group, LLC | 10,521 | $942.9K | 0.33% | −1,087−9.4% | Reduced |
| Future Financial Wealth Managment LLC | 10,509 | $941.8K | 0.83% | −9,316−47.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,435 | $935.2K | 0.01% | +811+8.4% | Added |
| Strategic Investment Advisors | 10,433 | $935.0K | 0.11% | +1,443+16.1% | Added |
| TCG Advisory Services, LLC | 10,404 | $932.4K | 0.04% | +301+3.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,370 | $929.4K | 0.09% | −2,645−20.3% | Reduced |
| Foundations Investment Advisors, LLC | 10,366 | $929.0K | 0.02% | −232−2.2% | Reduced |
| Savant Capital, LLC | 10,365 | $928.9K | 0.01% | −1,756−14.5% | Reduced |
| United Services Automobile Association | 10,354 | $927.9K | 0.02% | −724−6.5% | Reduced |
| Montag A & Associates Inc | 10,271 | $926.7K | 0.05% | +700+7.3% | Added |
| Plimoth Trust Co LLC | 10,328 | $925.6K | 0.25% | −250−2.4% | Reduced |
| Verus Capital Partners, LLC | 10,277 | $921.0K | 0.10% | −594−5.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,267 | $919.9K | 0.01% | −290−2.7% | Reduced |
| Omers Administration Corp | 10,119 | $906.9K | 0.01% | +10,119 | New |
| Aquila Investment Management LLC | 10,000 | $896.2K | 0.84% | 00.0% | Unchanged |
| Archer Investment Corp | 10,000 | $896.2K | 0.26% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,877 | $885.2K | 0.01% | +4,393+80.1% | Added |
| NEOS Investment Management LLC | 9,861 | $883.7K | 0.04% | +2,988+43.5% | Added |
| Columbia Asset Management | 9,787 | $877.0K | 0.16% | −2,777−22.1% | Reduced |
| We Are One Seven, LLC | 9,763 | $874.9K | 0.04% | +9,763 | New |
| H&H Retirement Design & Management INC | 8,697 | $870.8K | 0.54% | 00.0% | Unchanged |
| Monument Capital Management | 9,694 | $868.8K | 0.26% | −119−1.2% | Reduced |
| IHT Wealth Management, LLC | 9,622 | $862.4K | 0.03% | +346+3.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,525 | $853.7K | 0.14% | −19−0.2% | Reduced |
| Csenge Advisory Group | 9,515 | $852.7K | 0.05% | +114+1.2% | Added |
| Beacon Investment Advisors LLC | 9,494 | $850.8K | 0.44% | −203−2.1% | Reduced |
| Founders Financial Alliance, LLC | 9,467 | $848.4K | 0.25% | −44−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,455 | $847.4K | 0.06% | −181−1.9% | Reduced |
| Wambolt & Associates, LLC | 9,415 | $844.5K | 0.25% | −1,680−15.1% | Reduced |
| Strait & Sound Wealth Management LLC | 9,393 | $841.8K | 0.43% | −1,607−14.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,328 | $836.0K | 0.02% | +64+0.7% | Added |
| TD Waterhouse Canada Inc. | 9,263 | $833.7K | 0.01% | +2,736+41.9% | Added |
| Ostrum Asset Management | 9,286 | $832.2K | 0.07% | −18,238−66.3% | Reduced |
| Colonial River Wealth Management, LLC | 9,246 | $828.6K | 0.45% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9,241 | $828.2K | 0.21% | −1,431−13.4% | Reduced |
| Global Retirement Partners, LLC | 9,169 | $821.8K | 0.03% | +822+9.8% | Added |
| Lockheed Martin Investment Management Co | 9,120 | $817.3K | 0.05% | −5,558−37.9% | Reduced |
| Ullmann Financial Group, Inc. | 9,024 | $808.8K | 0.12% | +59+0.7% | Added |