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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 8,993 | $805.9K | 0.02% | −78−0.9% | Reduced |
| Qtron Investments LLC | 8,985 | $805.2K | 0.12% | +942+11.7% | Added |
| Checchi Capital Advisers, LLC | 8,848 | $792.9K | 0.06% | −249−2.7% | Reduced |
| FCG Investment Co | 8,837 | $792.0K | 0.60% | +140+1.6% | Added |
| Herold Advisors, Inc. | 8,755 | $784.6K | 0.18% | +10.0% | Added |
| Wetherby Asset Management Inc | 8,743 | $783.5K | 0.04% | −149−1.7% | Reduced |
| Eqis Capital Management, Inc. | 8,742 | $783.5K | 0.06% | −1,712−16.4% | Reduced |
| Heartland Bank & Trust Co | 8,681 | $778.0K | 0.44% | +68+0.8% | Added |
| Merit Financial Group, LLC | 8,613 | $771.9K | 0.02% | −40−0.5% | Reduced |
| Brown Brothers Harriman & Co | 8,529 | $764.4K | 0.01% | −228−2.6% | Reduced |
| Equitable Holdings, Inc. | 8,505 | $762.2K | 0.01% | −106−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 8,421 | $754.7K | 0.05% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 8,335 | $747.0K | 0.29% | −547−6.2% | Reduced |
| Atwood & Palmer Inc | 8,250 | $739.4K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 8,171 | $732.3K | 0.02% | +3,967+94.4% | Added |
| Integrated Advisors Network LLC | 8,160 | $731.3K | 0.04% | +737+9.9% | Added |
| Mathes Company, Inc. | 8,150 | $730.0K | 0.26% | −1,800−18.1% | Reduced |
| GM Advisory Group, Inc. | 8,069 | $723.1K | 0.05% | +333+4.3% | Added |
| Bailard, Inc. | 8,057 | $722.1K | 0.02% | −1,097−12.0% | Reduced |
| Veriti Management LLC | 8,033 | $720.0K | 0.04% | +1,919+31.4% | Added |
| Outlook Wealth Advisors, LLC | 8,005 | $717.4K | 0.35% | −121−1.5% | Reduced |
| Squarepoint Ops LLC | 7,943 | $711.9K | 0.00% | −97,581−92.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,935 | $711.3K | 0.01% | +862+12.2% | Added |
| Arete Wealth Advisors, LLC | 7,895 | $708.0K | 0.06% | +7,895 | New |
| TBH Global Asset Management, LLC | 7,831 | $701.8K | 0.16% | +809+11.5% | Added |
| D. E. Shaw & Co., Inc. | 7,808 | $699.8K | 0.00% | −20,485−72.4% | Reduced |
| Entropy Technologies, LP | 7,696 | $689.7K | 0.07% | +7,696 | New |
| CWM, LLC | 7,645 | $685.0K | 0.00% | +1,593+26.3% | Added |
| Belpointe Asset Management LLC | 7,632 | $684.0K | 0.05% | −259−3.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,569 | $678.3K | 0.15% | +176+2.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,451 | $672.2K | 0.02% | −1,353−15.4% | Reduced |
| Everence Capital Management Inc | 8,670 | $672.0K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,397 | $667.6K | 0.03% | −608−7.6% | Reduced |
| Coastal Investment Advisors, Inc. | 7,426 | $665.6K | 0.13% | −708−8.7% | Reduced |
| Madden Securities Corp | 7,375 | $660.9K | 0.29% | −575−7.2% | Reduced |
| Atlas Capital Advisors LLC | 7,275 | $652.0K | 0.08% | −1,251−14.7% | Reduced |
| Fiduciary Group LLC | 7,250 | $649.7K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 7,156 | $641.3K | 0.01% | −10.0% | Reduced |
| Diversify Advisory Services, LLC | 6,851 | $638.0K | 0.03% | +10+0.1% | Added |
| Ibex Wealth Advisors | 7,111 | $637.3K | 0.10% | +7,111 | New |
| SeaCrest Wealth Management, LLC | 7,100 | $636.3K | 0.07% | −164−2.3% | Reduced |
| Washington Trust Co | 7,011 | $628.3K | 0.02% | +250+3.7% | Added |
| J.W. Cole Advisors, Inc. | 6,976 | $625.2K | 0.03% | +126+1.8% | Added |
| EWG Elevate Inc. | 6,865 | $615.2K | 0.22% | −67,867−90.8% | Reduced |
| XTX Topco Ltd | 6,809 | $610.2K | 0.05% | −8,134−54.4% | Reduced |
| Glenmede Trust Co NA | 6,806 | $610.0K | 0.00% | −37−0.5% | Reduced |
| V-Square Quantitative Management LLC | 6,768 | $606.5K | 0.10% | −1,033−13.2% | Reduced |
| Centaurus Financial, Inc. | 6,711 | $601.0K | 0.04% | −21−0.3% | Reduced |
| DCM Advisors, LLC | 6,696 | $600.1K | 0.32% | +16+0.2% | Added |
| HB Wealth Management, LLC | 6,635 | $594.6K | 0.01% | +471+7.6% | Added |
| Quadcap Wealth Management, LLC | 6,615 | $592.8K | 0.11% | +10+0.2% | Added |
| Coldstream Capital Management Inc | 6,608 | $592.2K | 0.01% | +176+2.7% | Added |
| Raymond James Trust N.A. | 6,569 | $588.7K | 0.01% | −868−11.7% | Reduced |
| Natixis | 6,546 | $586.7K | 0.00% | +6,063+1,255.3% | Added |
| Ellevest, Inc. | 6,477 | $580.5K | 0.03% | +561+9.5% | Added |
| Kingsview Wealth Management, LLC | 6,467 | $579.6K | 0.01% | −112−1.7% | Reduced |
| Sheets Smith Wealth Management | 6,460 | $578.9K | 0.07% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,394 | $573.0K | 0.03% | +52+0.8% | Added |
| Flagship Harbor Advisors, LLC | 6,283 | $563.1K | 0.03% | −12−0.2% | Reduced |
| Estabrook Capital Management | 6,237 | $559.0K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,162 | $552.2K | 0.06% | −20−0.3% | Reduced |
| Bessemer Group Inc | 6,154 | $551.0K | 0.00% | −307−4.8% | Reduced |
| OneAscent Financial Services LLC | 6,016 | $542.0K | 0.08% | +2,079+52.8% | Added |
| Zimmermann Investment Management & Planning LLC | 6,000 | $537.7K | 0.18% | −308−4.9% | Reduced |
| Brinker Capital Investments, LLC | 5,942 | $532.6K | 0.01% | −539−8.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,942 | $532.6K | 0.01% | −539−8.3% | Reduced |
| Essex Savings Bank | 5,914 | $530.0K | 0.14% | −376−6.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,897 | $528.5K | 0.01% | +273+4.9% | Added |
| TownSquare Capital, LLC | 5,858 | $525.0K | 0.01% | −511−8.0% | Reduced |
| Toroso Investments, LLC | 5,799 | $519.7K | 0.01% | −12,617−68.5% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $518.7K | 0.34% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,662 | $510.8K | 0.18% | −177−3.0% | Reduced |
| Teacher Retirement System of Texas | 5,693 | $510.0K | 0.00% | −65,829−92.0% | Reduced |
| Davis R M Inc | 5,686 | $509.6K | 0.01% | +2,268+66.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $502.7K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 5,585 | $500.5K | 0.00% | +390+7.5% | Added |
| Inceptionr LLC | 5,449 | $488.3K | 0.14% | +1,550+39.8% | Added |
| Hudson Valley Investment Advisors Inc | 7,145 | $486.2K | 0.06% | +7,145 | New |
| Golden State Equity Partners | 5,415 | $485.3K | 0.10% | +5,415 | New |
| NBC Securities, Inc. | 5,393 | $483.0K | 0.04% | −34−0.6% | Reduced |
| Signaturefd, LLC | 5,349 | $479.4K | 0.01% | +97+1.8% | Added |
| Sigma Planning Corp | 5,337 | $478.3K | 0.02% | −1,285−19.4% | Reduced |
| Augustine Asset Management Inc | 5,314 | $476.2K | 0.18% | +160+3.1% | Added |
| Jefferies Financial Group Inc. | 5,273 | $472.6K | 0.01% | +870+19.8% | Added |
| Coastline Trust Co | 5,244 | $470.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5,214 | $467.3K | 0.26% | −12−0.2% | Reduced |
| Valued Retirements, Inc. | 5,198 | $465.8K | 0.71% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,170 | $463.3K | 0.05% | +5,170 | New |
| Scientech Research LLC | 5,162 | $462.6K | 0.10% | +2,366+84.6% | Added |
| Personal Cfo Solutions, LLC | 5,116 | $458.5K | 0.07% | +107+2.1% | Added |
| Secure Asset Management, LLC | 5,035 | $451.3K | 0.09% | +5,035 | New |
| NorthStar Asset Management LLC | 5,024 | $450.3K | 0.31% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 5,007 | $448.7K | 0.02% | +118+2.4% | Added |
| West Wealth Group, LLC | 5,000 | $448.1K | 0.16% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,925 | $441.4K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 4,898 | $439.0K | 0.01% | −4,957−50.3% | Reduced |
| Whittier Trust Co | 4,877 | $437.1K | 0.01% | +1,899+63.8% | Added |
| Sculati Wealth Management, LLC | 4,870 | $436.4K | 0.19% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,821 | $432.1K | 0.12% | +79+1.7% | Added |
| SFG Wealth Management, LLC. | 4,820 | $432.0K | 0.25% | −232−4.6% | Reduced |