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 |
|---|---|---|---|---|---|
| Apriem Advisors | 3,200 | $286.8K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 3,158 | $283.0K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,153 | $282.6K | 0.01% | +523+19.9% | Added |
| Empower Advisory Group, LLC | 3,153 | $282.6K | 0.00% | −540−14.6% | Reduced |
| Sovereign Financial Group, Inc. | 3,142 | $281.6K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,117 | $279.3K | 0.01% | +172+5.8% | Added |
| American Investment Services, Inc. | 3,103 | $278.1K | 0.05% | +3,103 | New |
| Boston Financial Mangement LLC | 3,100 | $277.8K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,086 | $276.6K | 0.01% | −25−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,085 | $276.5K | 0.01% | −160−4.9% | Reduced |
| Fox Run Management, L.L.C. | 3,072 | $275.3K | 0.05% | +3,072 | New |
| Cigna Investments Inc | 3,043 | $273.0K | 0.05% | −52−1.7% | Reduced |
| Clean Yield Group | 3,000 | $268.9K | 0.10% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,980 | $267.1K | 0.02% | +2,980 | New |
| GAMMA Investing LLC | 2,979 | $267.0K | 0.04% | +1,173+65.0% | Added |
| First Dallas Securities Inc. | 2,975 | $266.6K | 0.12% | −2,375−44.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,966 | $265.8K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,955 | $264.8K | 0.01% | −33,344−91.9% | Reduced |
| IMA Wealth, Inc. | 2,954 | $264.7K | 0.12% | 00.0% | Unchanged |
| Destination Wealth Management | 2,946 | $264.0K | 0.01% | 00.0% | Unchanged |
| Capital City Trust Co | 2,940 | $263.5K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,938 | $263.3K | 0.01% | +7+0.2% | Added |
| Schechter Investment Advisors, LLC | 2,928 | $262.4K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 2,926 | $262.2K | 0.04% | +2+0.1% | Added |
| Charter Oak Capital Management, LLC | 2,915 | $261.2K | 0.03% | +2,915 | New |
| Channel Wealth LLC | 2,900 | $259.9K | 0.09% | −100−3.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,889 | $259.0K | 0.04% | −236−7.6% | Reduced |
| Evergreen Capital Management LLC | 2,867 | $258.9K | 0.01% | +10.0% | Added |
| Aberdeen Wealth Management LLC | 2,877 | $257.8K | 0.17% | 00.0% | Unchanged |
| Keystone Financial Group | 2,851 | $255.5K | 0.09% | +2,851 | New |
| Insigneo Advisory Services, LLC | 2,445 | $255.1K | 0.03% | −125−4.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,826 | $253.3K | 0.01% | −37−1.3% | Reduced |
| Kovack Advisors, Inc. | 2,824 | $253.1K | 0.03% | +2,824 | New |
| Wedmont Private Capital | 2,604 | $249.7K | 0.02% | +2,604 | New |
| Schmidt P J Investment Management Inc | 2,760 | $247.4K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,754 | $246.8K | 0.01% | −60−2.1% | Reduced |
| Triasima Portfolio Management inc. | 2,750 | $246.5K | 0.02% | −200−6.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,750 | $246.5K | 0.02% | −100−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 2,749 | $246.4K | 0.01% | +74+2.8% | Added |
| Naples Global Advisors, LLC | 2,700 | $243.7K | 0.02% | −50−1.8% | Reduced |
| Machina Capital S.A.S. | 2,714 | $243.2K | 0.11% | −6,103−69.2% | Reduced |
| Aptus Capital Advisors, LLC | 2,700 | $242.0K | 0.00% | −732−21.3% | Reduced |
| Investment House LLC | 2,700 | $242.0K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,700 | $242.0K | 0.25% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,696 | $241.6K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,673 | $239.2K | 0.01% | −379−12.4% | Reduced |
| Arkadios Wealth Advisors | 2,654 | $237.9K | 0.02% | +2,654 | New |
| Ignite Planners, LLC | 2,573 | $235.7K | 0.06% | −202−7.3% | Reduced |
| Financial Advocates Investment Management | 2,623 | $235.0K | 0.01% | +7+0.3% | Added |
| Seed Wealth Management, Inc. | 2,620 | $234.8K | 0.20% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,609 | $233.8K | 0.04% | +2,609 | New |
| Segment Wealth Management, LLC | 2,600 | $233.0K | 0.02% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,582 | $231.6K | 0.13% | −13−0.5% | Reduced |
| Saxony Capital Management, LLC | 2,576 | $230.9K | 0.25% | −34−1.3% | Reduced |
| Perennial Investment Advisors, LLC | 2,540 | $227.6K | 0.03% | +12+0.5% | Added |
| 1858 Wealth Management, LLC | 2,532 | $226.9K | 0.19% | +2,532 | New |
| Prospera Financial Services Inc | 2,523 | $226.2K | 0.01% | +2,523 | New |
| Fidelis Capital Partners, LLC | 2,114 | $223.2K | 0.03% | +2,114 | New |
| Fielder Capital Group LLC | 2,422 | $217.1K | 0.08% | +2,422 | New |
| Johnson Investment Counsel Inc | 2,404 | $215.5K | 0.00% | −112−4.5% | Reduced |
| Bristlecone Advisors, LLC | 2,404 | $215.4K | 0.02% | +2,404 | New |
| Maia Wealth LLC | 2,202 | $215.4K | 0.06% | +2,202 | New |
| Girard Partners Ltd. | 2,389 | $214.1K | 0.02% | +2,389 | New |
| FDx Advisors, Inc. | 2,393 | $214.0K | 0.06% | −619−20.6% | Reduced |
| Mission Wealth Management, LP | 2,371 | $212.5K | 0.01% | +2,371 | New |
| Clarius Group, LLC | 2,340 | $209.7K | 0.01% | −212−8.3% | Reduced |
| Dakota Wealth Management | 2,337 | $209.4K | 0.00% | −168−6.7% | Reduced |
| Main Street Financial Solutions, LLC | 2,325 | $208.3K | 0.02% | +2,325 | New |
| Bedel Financial Consulting, Inc. | 2,307 | $206.7K | 0.03% | +2,307 | New |
| Carnegie Capital Asset Management, LLC | 2,305 | $206.6K | 0.01% | +2,305 | New |
| Pegasus Asset Management, Inc. | 2,300 | $206.1K | 0.08% | −9,195−80.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,300 | $206.0K | 0.05% | −1,000−30.3% | Reduced |
| Good Life Advisors, LLC | 2,294 | $205.6K | 0.02% | +2,294 | New |
| Ausdal Financial Partners, Inc. | 2,288 | $205.0K | 0.02% | +2,288 | New |
| Moloney Securities Asset Management, LLC | 2,255 | $202.1K | 0.03% | +2,255 | New |
| Hodges Capital Management Inc. | 2,250 | $201.6K | 0.01% | −7,507−76.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,249 | $201.6K | 0.02% | +2,249 | New |
| Stevens Capital Management LP | 2,245 | $201.0K | 0.07% | +2,245 | New |
| Skopos Labs, Inc. | 2,525 | $200.8K | 0.09% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,234 | $200.2K | 0.03% | +2,234 | New |
| NVWM, LLC | 2,156 | $194.6K | 0.05% | +5+0.2% | Added |
| Lazard Asset Management LLC | 2,124 | $190.0K | 0.00% | −156,126−98.7% | Reduced |
| Farther Finance Advisors, LLC | 2,075 | $186.1K | 0.01% | −323−13.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,017 | $180.8K | 0.00% | +17+0.9% | Added |
| Baldwin Brothers Inc | 2,008 | $180.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $179.2K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,977 | $177.2K | 0.08% | −18−0.9% | Reduced |
| Monetary Management Group Inc | 1,800 | $161.3K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,791 | $160.5K | 0.05% | −150−7.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,746 | $156.5K | 0.06% | +1,045+149.1% | Added |
| Toth Financial Advisory Corp | 1,697 | $152.1K | 0.02% | −884−34.3% | Reduced |
| M&R Capital Management Inc | 1,689 | $151.4K | 0.04% | −2−0.1% | Reduced |
| Ninepoint Partners LP | 1,674 | $150.0K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,661 | $148.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,647 | $147.6K | 0.00% | −535−24.5% | Reduced |
| Geneos Wealth Management Inc. | 1,631 | $146.2K | 0.01% | −3,050−65.2% | Reduced |
| Tower View Investment Management & Research LLC | 1,621 | $145.2K | 0.08% | +14+0.9% | Added |
| Security National Bank | 1,619 | $145.1K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,619 | $145.1K | 0.01% | +1,619 | New |
| ORG Partners LLC | 1,609 | $144.4K | 0.02% | +1,609 | New |