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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1,600 | $143.4K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $134.4K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,303 | $133.6K | 0.01% | +349+36.6% | Added |
| Quadrant Capital Group LLC | 1,473 | $132.0K | 0.01% | −30−2.0% | Reduced |
| Fortitude Family Office, LLC | 1,473 | $132.0K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,390 | $125.0K | 0.00% | −1,405−50.3% | Reduced |
| Penserra Capital Management LLC | 1,375 | $123.0K | 0.00% | −3,287−70.5% | Reduced |
| First Horizon Advisors, Inc. | 1,350 | $121.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,347 | $120.7K | 0.00% | +120+9.8% | Added |
| Silvant Capital Management LLC | 1,292 | $116.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,283 | $115.0K | 0.02% | −38−2.9% | Reduced |
| Sentry Investment Management LLC | 1,268 | $114.0K | 0.05% | −260−17.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,264 | $113.3K | 0.00% | −795−38.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,263 | $113.2K | 0.02% | +1,079+586.4% | Added |
| Redwood Wealth Management Group, LLC | 1,245 | $111.6K | 0.08% | +1,245 | New |
| FinTrust Capital Advisors, LLC | 1,240 | $111.1K | 0.02% | +240+24.0% | Added |
| Peoples Bank | 1,235 | $110.7K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,149 | $103.7K | 0.06% | −544−32.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,144 | $102.5K | 0.02% | +33+3.0% | Added |
| Pittenger & Anderson Inc | 1,125 | $100.8K | 0.00% | +1,125 | New |
| First Command Advisory Services, Inc. | 1,100 | $98.6K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,064 | $95.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,026 | $92.0K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 1,026 | $91.0K | 0.03% | −45−4.2% | Reduced |
| Princeton Global Asset Management LLC | 1,000 | $89.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $89.6K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 956 | $85.7K | 0.01% | −3−0.3% | Reduced |
| Clearstead Advisors, LLC | 952 | $85.3K | 0.00% | +112+13.3% | Added |
| Rothschild Investment LLC | 935 | $83.8K | 0.01% | +40+4.5% | Added |
| Sandy Spring Bank | 931 | $83.5K | 0.00% | +7+0.8% | Added |
| Sound Income Strategies, LLC | 919 | $82.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 907 | $81.3K | 0.01% | +131+16.9% | Added |
| Independence Bank of Kentucky | 905 | $81.1K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 900 | $80.7K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 890 | $80.3K | 0.03% | −131−12.8% | Reduced |
| EdgeRock Capital LLC | 891 | $79.9K | 0.06% | +891 | New |
| Halpern Financial, Inc. | 861 | $77.2K | 0.02% | −351−29.0% | Reduced |
| Smartleaf Asset Management LLC | 863 | $77.0K | 0.01% | −114−11.7% | Reduced |
| Muzinich & Co., Inc. | 831 | $74.5K | 0.06% | +244+41.6% | Added |
| Lynx Investment Advisory | 824 | $73.8K | 0.05% | +824 | New |
| Cromwell Holdings LLC | 811 | $73.2K | 0.04% | +811 | New |
| Bank of New Hampshire | 795 | $71.2K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 795 | $71.0K | 0.01% | −16−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 882 | $70.7K | 0.00% | +125+16.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 785 | $70.4K | 0.02% | +785 | New |
| Sawyer & Company, Inc | 775 | $69.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $67.2K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 747 | $67.0K | 0.02% | −12−1.6% | Reduced |
| True Wealth Design, LLC | 714 | $63.9K | 0.02% | +6+0.8% | Added |
| Global X Japan Co., Ltd. | 701 | $62.8K | 0.01% | +701 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $62.7K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 694 | $62.2K | 0.01% | −131−15.9% | Reduced |
| GHP Investment Advisors, Inc. | 678 | $60.8K | 0.00% | +9+1.3% | Added |
| Jones Financial Companies LLLP | 631 | $56.6K | 0.00% | +631 | New |
| Harbor Investment Advisory, LLC | 626 | $56.1K | 0.01% | −16−2.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 615 | $55.5K | 0.02% | +30+5.1% | Added |
| AlphaMark Advisors, LLC | 611 | $55.0K | 0.02% | +3+0.5% | Added |
| Caitlin John, LLC | 598 | $53.6K | 0.04% | +5+0.8% | Added |
| MeadowBrook Investment Advisors LLC | 585 | $52.4K | 0.05% | −1,570−72.9% | Reduced |
| Financial Avengers, Inc. | 584 | $52.4K | 0.03% | +4+0.7% | Added |
| North Star Investment Management Corp. | 570 | $51.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 557 | $49.9K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 525 | $47.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 521 | $46.7K | 0.00% | +4+0.8% | Added |
| Transcendent Capital Group LLC | 510 | $45.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $45.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $44.8K | 0.02% | −800−61.5% | Reduced |
| Heritage Wealth Advisors | 500 | $44.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $44.8K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 499 | $44.7K | 0.01% | +499 | New |
| Continuum Advisory, LLC | 482 | $43.2K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $43.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 470 | $42.1K | 0.03% | −89−15.9% | Reduced |
| CVA Family Office, LLC | 468 | $41.9K | 0.01% | +13+2.9% | Added |
| Bartlett & Co. Wealth Management LLC | 440 | $39.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 429 | $38.4K | 0.00% | −354−45.2% | Reduced |
| AdvisorNet Financial, Inc | 416 | $37.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $35.8K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $35.8K | 0.01% | +400 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 355 | $35.5K | 0.00% | +355 | New |
| Main Street Group, LTD | 373 | $33.4K | 0.01% | −197−34.6% | Reduced |
| GW&K Investment Management, LLC | 372 | $33.0K | 0.00% | +15+4.2% | Added |
| Piscataqua Savings Bank | 353 | $31.6K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 329 | $29.5K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 325 | $29.1K | 0.00% | +325 | New |
| WR Wealth Planners, LLC | 305 | $27.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 301 | $27.0K | 0.02% | +1+0.3% | Added |
| Trust Co of Vermont | 300 | $26.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $26.4K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 284 | $25.5K | 0.02% | +284 | New |
| Covestor Ltd | 279 | $25.0K | 0.02% | −6−2.1% | Reduced |
| Institutional & Family Asset Management, LLC | 273 | $24.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 266 | $23.8K | 0.01% | −121−31.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $23.5K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 254 | $22.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 251 | $22.5K | 0.00% | +22+9.6% | Added |
| Beacon Capital Management, LLC | 250 | $22.4K | 0.00% | −571−69.5% | Reduced |
| PFS Partners, LLC | 250 | $22.4K | 0.01% | −169−40.3% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $22.4K | 0.01% | 00.0% | Unchanged |