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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 4,774 | $428.0K | 0.06% | +408+9.3% | Added |
| CX Institutional | 4,744 | $425.2K | 0.02% | −13−0.3% | Reduced |
| Armor Investment Advisors, LLC | 4,733 | $424.2K | 0.20% | −3,686−43.8% | Reduced |
| Fayez Sarofim & Co | 4,717 | $422.7K | 0.00% | −755−13.8% | Reduced |
| Teamwork Financial Advisors, LLC | 4,704 | $421.7K | 0.06% | −10.0% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $420.5K | 0.13% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,686 | $420.0K | 0.02% | +141+3.1% | Added |
| Consolidated Planning Corp | 4,663 | $417.9K | 0.07% | +1,452+45.2% | Added |
| Atalanta Sosnoff Capital, LLC | 4,645 | $416.3K | 0.01% | −218−4.5% | Reduced |
| Goldstone Financial Group, LLC | 4,636 | $415.5K | 0.08% | −20−0.4% | Reduced |
| Foster & Motley Inc | 4,617 | $414.0K | 0.03% | −539−10.5% | Reduced |
| Ballentine Partners, LLC | 4,614 | $413.5K | 0.01% | +537+13.2% | Added |
| Sachetta, LLC | 4,022 | $407.4K | 0.18% | +29+0.7% | Added |
| Horizon Investments, LLC | 4,538 | $406.7K | 0.01% | +8+0.2% | Added |
| Welch Group, LLC | 4,531 | $406.1K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,521 | $405.1K | 0.00% | −89−1.9% | Reduced |
| Wulff, Hansen & Co. | 4,520 | $405.1K | 0.40% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,336 | $403.8K | 0.04% | −974−18.3% | Reduced |
| L.M. Kohn & Company | 4,487 | $402.1K | 0.11% | +20+0.4% | Added |
| AlphaStar Capital Management, LLC | 4,472 | $400.8K | 0.04% | +800+21.8% | Added |
| LifePro Asset Management | 4,455 | $399.3K | 0.29% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 4,441 | $398.0K | 0.05% | +37+0.8% | Added |
| Tradewinds, LLC. | 4,415 | $395.7K | 0.12% | 00.0% | Unchanged |
| Edmp, Inc. | 4,387 | $393.2K | 0.36% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 4,367 | $391.4K | 0.00% | +4,367 | New |
| Crown Wealth Group, LLC | 4,361 | $390.8K | 0.20% | −182−4.0% | Reduced |
| Stephens Inc | 4,357 | $390.5K | 0.01% | +537+14.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,356 | $390.5K | 0.02% | −180−4.0% | Reduced |
| Armstrong Advisory Group, Inc | 4,335 | $388.5K | 0.03% | −148−3.3% | Reduced |
| Cynosure Management, LLC | 4,334 | $388.4K | 0.06% | +521+13.7% | Added |
| Richard W. Paul & Associates, LLC | 4,330 | $388.0K | 0.15% | −85−1.9% | Reduced |
| Verdence Capital Advisors LLC | 4,304 | $385.7K | 0.03% | +6+0.1% | Added |
| Intrua Financial, LLC | 4,303 | $385.6K | 0.06% | −678−13.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,241 | $380.1K | 0.02% | +117+2.8% | Added |
| Nomura Holdings Inc | 4,240 | $380.0K | 0.00% | +4,240 | New |
| NCP Inc. | 4,238 | $379.7K | 0.24% | +25+0.6% | Added |
| Howland Capital Management LLC | 4,206 | $379.6K | 0.02% | +190+4.7% | Added |
| Trustmark National Bank Trust Department | 4,225 | $378.6K | 0.03% | +4,225 | New |
| Summit Financial, LLC | 4,187 | $377.8K | 0.02% | +918+28.1% | Added |
| TRUE Private Wealth Advisors | 4,209 | $377.2K | 0.04% | −110−2.5% | Reduced |
| RMB Capital Management, LLC | 4,205 | $376.9K | 0.01% | +12+0.3% | Added |
| Westpac Banking Corp | 4,205 | $376.9K | 0.03% | +991+30.8% | Added |
| Raleigh Capital Management Inc. | 4,196 | $376.1K | 0.16% | +25+0.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,180 | $374.6K | 0.07% | −1,250−23.0% | Reduced |
| Perigon Wealth Management, LLC | 4,178 | $374.4K | 0.01% | −193−4.4% | Reduced |
| Bogart Wealth, LLC | 4,158 | $372.6K | 0.02% | +19+0.5% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $371.9K | 0.07% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,144 | $371.4K | 0.04% | −542−11.6% | Reduced |
| Cornerstone Wealth Management, LLC | 4,118 | $369.1K | 0.03% | −626−13.2% | Reduced |
| True Vision MN LLC | 4,061 | $366.6K | 0.24% | +4,061 | New |
| Disciplined Equity Management, Inc. | 4,085 | $366.1K | 0.24% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,050 | $363.0K | 0.23% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 4,044 | $362.4K | 0.03% | +4,044 | New |
| Advisors Capital Management, LLC | 4,044 | $362.0K | 0.01% | −12−0.3% | Reduced |
| CAPROCK Group, Inc. | 3,998 | $361.0K | 0.01% | +694+21.0% | Added |
| Citizens Business Bank | 4,000 | $358.5K | 0.08% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 3,968 | $356.0K | 0.09% | −999−20.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,945 | $353.5K | 0.01% | −5−0.1% | Reduced |
| Core Wealth Partners LLC | 3,905 | $350.0K | 0.24% | +13+0.3% | Added |
| Park National Corp | 3,905 | $350.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,884 | $348.1K | 0.03% | +73+1.9% | Added |
| Atomi Financial Group, Inc. | 3,880 | $347.7K | 0.03% | +1,090+39.1% | Added |
| Onyx Bridge Wealth Group LLC | 3,878 | $347.5K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,860 | $345.0K | 0.10% | −3−0.1% | Reduced |
| Aire Advisors, LLC | 3,848 | $344.9K | 0.08% | +32+0.8% | Added |
| Huntington National Bank | 3,848 | $344.9K | 0.00% | +99+2.6% | Added |
| Sienna Gestion | 3,844 | $344.3K | 0.03% | +428+12.5% | Added |
| Walker Asset Management, LLC | 3,821 | $342.4K | 0.23% | +31+0.8% | Added |
| Ledgewood Wealth Advisors, LLC | 3,806 | $341.1K | 0.29% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $340.6K | 0.05% | 00.0% | Unchanged |
| Somerset Trust Co | 3,742 | $335.4K | 0.14% | +447+13.6% | Added |
| Strategic Blueprint, LLC | 3,733 | $334.6K | 0.02% | −53−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 3,287 | $333.0K | 0.01% | +3,287 | New |
| E&G Advisors, LP | 3,700 | $331.6K | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,671 | $329.0K | 0.01% | −316−7.9% | Reduced |
| OneAscent Wealth Management LLC | 3,589 | $323.0K | 0.17% | +3,589 | New |
| Panagora Asset Management Inc | 3,599 | $322.5K | 0.00% | −11−0.3% | Reduced |
| Mather Group, LLC. | 4,014 | $322.0K | 0.00% | +1,632+68.5% | Added |
| Lebenthal Global Advisors, LLC | 3,556 | $318.7K | 0.07% | −76−2.1% | Reduced |
| Philadelphia Trust Co | 3,500 | $314.0K | 0.02% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,500 | $313.7K | 0.28% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 3,483 | $312.1K | 0.04% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,474 | $311.3K | 0.15% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,441 | $308.4K | 0.02% | −130−3.6% | Reduced |
| International Assets Investment Management, LLC | 3,437 | $308.0K | 0.03% | +35+1.0% | Added |
| Nations Financial Group Inc, | 3,399 | $304.6K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,389 | $303.7K | 0.00% | +3+0.1% | Added |
| Cresset Asset Management, LLC | 3,388 | $303.7K | 0.00% | +317+10.3% | Added |
| Retirement Income Solutions, Inc | 3,350 | $300.2K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,309 | $297.0K | 0.07% | −240−6.8% | Reduced |
| Geller Advisors LLC | 3,277 | $295.8K | 0.02% | +79+2.5% | Added |
| Jacobi Capital Management LLC | 3,297 | $295.5K | 0.03% | +4+0.1% | Added |
| Meeder Advisory Services, Inc. | 3,295 | $295.3K | 0.02% | +615+22.9% | Added |
| Two Sigma Securities, LLC | 3,269 | $293.0K | 0.01% | +26+0.8% | Added |
| Aspen Investment Management Inc | 3,260 | $292.0K | 0.15% | +150+4.8% | Added |
| Keystone Wealth Services, LLC | 3,258 | $292.0K | 0.09% | 00.0% | Unchanged |
| Cypress Capital Group | 3,235 | $289.9K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,217 | $288.3K | 0.01% | +243+8.2% | Added |
| Infrastructure Capital Advisors, LLC | 3,212 | $287.9K | 0.04% | −38−1.2% | Reduced |
| TrinityPoint Wealth, LLC | 3,206 | $287.3K | 0.04% | −1,105−25.6% | Reduced |