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 2026
Institutional positions in Iron Mountain Inc as of Jun 30, 2026. 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
- 1,173
- +93 vs. Q1 2026
- Shares held
- 257.1M
- +3.96M (+1.6%) vs. Q1 2026
- Total value
- $32.4B
- +$6.60B (+25.5%) vs. Q1 2026
- New holders
- 154
- 446 more added
- Sold out
- 61
- 386 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 6,589 | $832.0K | 0.03% | −526−7.4% | Reduced |
| Arkadios Wealth Advisors | 6,615 | $835.5K | 0.01% | −771−10.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,615 | $835.5K | 0.02% | −274−4.0% | Reduced |
| Fidelis Capital Partners, LLC | 6,654 | $840.5K | 0.05% | +543+8.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,664 | $841.8K | 0.02% | +300+4.7% | Added |
| Buckingham Strategic Partners | 6,674 | $843.0K | 0.01% | −42−0.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,677 | $843.4K | 0.09% | −327−4.7% | Reduced |
| Aprio Wealth Management, LLC | 6,699 | $846.1K | 0.04% | +320+5.0% | Added |
| Balyasny Asset Management LLC | 6,749 | $852.5K | 0.00% | −121,943−94.8% | Reduced |
| Colonial River Wealth Management, LLC | 6,792 | $857.9K | 0.24% | −1,195−15.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,796 | $858.4K | 0.01% | −116−1.7% | Reduced |
| Evergreen Capital Management LLC | 6,796 | $858.4K | 0.02% | −74−1.1% | Reduced |
| TBH Global Asset Management, LLC | 6,800 | $858.9K | 0.16% | −270−3.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,923 | $874.4K | 0.02% | −30.0% | Reduced |
| Lee Financial Co | 6,960 | $879.1K | 0.11% | +6,960 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,988 | $882.6K | 0.01% | −2,398−25.5% | Reduced |
| Checchi Capital Advisers, LLC | 6,999 | $884.1K | 0.06% | +19+0.3% | Added |
| Fiduciary Group LLC | 7,000 | $884.2K | 0.07% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 7,001 | $884.3K | 0.20% | −400−5.4% | Reduced |
| Wedbush Securities Inc | 7,038 | $889.0K | 0.02% | −1,969−21.9% | Reduced |
| TD Waterhouse Canada Inc. | 9,519 | $893.8K | 0.00% | −1,091−10.3% | Reduced |
| Verus Capital Partners, LLC | 7,101 | $896.9K | 0.05% | −1,600−18.4% | Reduced |
| Penserra Capital Management LLC | 7,145 | $901.0K | 0.01% | +5,476+328.1% | Added |
| Monument Capital Management | 7,149 | $903.0K | 0.18% | +3,600+101.4% | Added |
| WESPAC Advisors, LLC | 7,235 | $913.9K | 0.45% | +7,235 | New |
| Mathes Company, Inc. | 7,400 | $935.0K | 0.29% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,421 | $937.3K | 0.01% | +1,068+16.8% | Added |
| Massmutual Trust Co FSB | 7,439 | $939.6K | 0.02% | −50−0.7% | Reduced |
| We Are One Seven, LLC | 7,449 | $940.8K | 0.02% | −61−0.8% | Reduced |
| Ci Investments Inc. | 7,453 | $941.4K | 0.00% | +7,453 | New |
| Ostrum Asset Management | 7,535 | $951.7K | 0.05% | −1,687−18.3% | Reduced |
| Future Financial Wealth Managment LLC | 7,649 | $952.7K | 0.59% | +30.0% | Added |
| Genesee Capital Advisors, LLC | 7,623 | $962.9K | 0.30% | +7,623 | New |
| HighPoint Advisor Group LLC | 7,654 | $966.8K | 0.03% | +865+12.7% | Added |
| Prospera Financial Services Inc | 7,677 | $970.0K | 0.01% | +182+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,686 | $970.8K | 0.06% | −35−0.5% | Reduced |
| Renaissance Technologies LLC | 7,700 | $972.6K | 0.00% | +5,300+220.8% | Added |
| GAMMA Investing LLC | 7,716 | $974.6K | 0.04% | +1,095+16.5% | Added |
| Securian Asset Management, Inc | 7,937 | $982.8K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,807 | $986.1K | 0.16% | +1,897+32.1% | Added |
| Larson Financial Group LLC | 7,819 | $987.6K | 0.03% | +529+7.3% | Added |
| Coldstream Capital Management Inc | 7,902 | $998.1K | 0.01% | +197+2.6% | Added |
| Bailard, Inc. | 7,942 | $1.00M | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 7,987 | $1.01M | 0.01% | +5,772+260.6% | Added |
| TCG Advisory Services, LLC | 7,998 | $1.01M | 0.02% | +2,768+52.9% | Added |
| RNC Capital Management LLC | 8,000 | $1.01M | 0.04% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 8,038 | $1.02M | 0.36% | −98−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 8,053 | $1.02M | 0.07% | +8,053 | New |
| WealthBridge Capital Management, LLC | 8,055 | $1.02M | 0.20% | +3,925+95.0% | Added |
| Huntington National Bank | 8,065 | $1.02M | 0.00% | +545+7.2% | Added |
| Brown Brothers Harriman & Co | 8,157 | $1.03M | 0.00% | +2,926+55.9% | Added |
| Rik Saylor Financial, Inc. | 8,181 | $1.03M | 0.68% | +10.0% | Added |
| V-Square Quantitative Management LLC | 8,194 | $1.03M | 0.10% | −363−4.2% | Reduced |
| IHT Wealth Management, LLC | 8,266 | $1.04M | 0.02% | +1,398+20.4% | Added |
| Bramshill Investments, LLC | 8,323 | $1.05M | 0.08% | +80+1.0% | Added |
| Paradigm Financial Partners, LLC | 8,366 | $1.06M | 0.10% | +37+0.4% | Added |
| Wealthcare Advisory Partners LLC | 8,501 | $1.07M | 0.02% | −1,192−12.3% | Reduced |
| Herold Advisors, Inc. | 8,500 | $1.07M | 0.21% | 00.0% | Unchanged |
| Syon Capital LLC | 8,540 | $1.08M | 0.05% | +187+2.2% | Added |
| Washington Trust Co | 8,586 | $1.08M | 0.03% | +3,000+53.7% | Added |
| Diversify Wealth Management, LLC | 8,550 | $1.09M | 0.02% | −65−0.8% | Reduced |
| Diversify Advisory Services, LLC | 8,550 | $1.09M | 0.02% | +8,550 | New |
| Atlantic Union Bankshares Corp | 8,636 | $1.09M | 0.02% | +8+0.1% | Added |
| North Dakota State Investment Board | 8,724 | $1.10M | 0.04% | +244+2.9% | Added |
| MUFG Securities Americas Inc. | 8,962 | $1.13M | 0.06% | +776+9.5% | Added |
| Founders Financial Alliance, LLC | 9,023 | $1.14M | 0.15% | +40.0% | Added |
| Greenleaf Trust | 9,029 | $1.14M | 0.01% | −50−0.6% | Reduced |
| Callan Family Office, LLC | 9,041 | $1.14M | 0.02% | +298+3.4% | Added |
| Mechanics Bank Trust Department | 9,042 | $1.14M | 0.14% | −231−2.5% | Reduced |
| Capital Investment Advisory Services, LLC | 9,137 | $1.15M | 0.07% | −97−1.1% | Reduced |
| Independent Financial Group, LLC | 9,146 | $1.16M | 0.02% | +10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 9,146 | $1.16M | 0.01% | +5,997+190.4% | Added |
| Ullmann Financial Group, Inc. | 9,342 | $1.18M | 0.11% | −97−1.0% | Reduced |
| Beacon Investment Advisors LLC | 9,369 | $1.18M | 0.37% | −19−0.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,392 | $1.19M | 0.12% | +48+0.5% | Added |
| Atwood & Palmer Inc | 9,487 | $1.20M | 0.06% | +11+0.1% | Added |
| Diversified Trust Co | 9,490 | $1.20M | 0.02% | +9,490 | New |
| CAPROCK Group, Inc. | 9,424 | $1.20M | 0.02% | +9,424 | New |
| Denali Advisors LLC | 9,495 | $1.20M | 0.12% | +137+1.5% | Added |
| Ascent Group, LLC | 9,514 | $1.20M | 0.04% | +862+10.0% | Added |
| Guardian Asset Advisors, LLC | 9,524 | $1.20M | 0.55% | −1,387−12.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 9,534 | $1.20M | 0.04% | +7,103+292.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,538 | $1.20M | 0.01% | +73+0.8% | Added |
| Davenport & Co LLC | 9,594 | $1.21M | 0.01% | +129+1.4% | Added |
| Apollon Wealth Management, LLC | 9,624 | $1.22M | 0.01% | −76−0.8% | Reduced |
| Brinker Capital Investments, LLC | 9,659 | $1.22M | 0.01% | +625+6.9% | Added |
| Verdence Capital Advisors LLC | 9,914 | $1.25M | 0.07% | −1,359−12.1% | Reduced |
| Advisors Capital Management, LLC | 9,925 | $1.25M | 0.01% | +933+10.4% | Added |
| Smith Group Asset Management, LLC | 10,000 | $1.26M | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,056 | $1.27M | 0.00% | −1,104−9.9% | Reduced |
| Union Bancaire Privee, UBP SA | 13,432 | $1.29M | 0.02% | +13,432 | New |
| Glenmede Trust Co NA | 10,271 | $1.30M | 0.01% | −579−5.3% | Reduced |
| Plimoth Trust Co LLC | 10,308 | $1.30M | 0.26% | −20−0.2% | Reduced |
| Vident Advisory, LLC | 10,352 | $1.31M | 0.01% | −430−4.0% | Reduced |
| Level Four Advisory Services, LLC | 10,437 | $1.32M | 0.04% | −657−5.9% | Reduced |
| Beacon Financial Advisory LLC | 10,443 | $1.32M | 0.26% | −178−1.7% | Reduced |
| Burling Wealth Partners, LLC | 10,445 | $1.32M | 0.19% | −226−2.1% | Reduced |
| LDR Capital Management LLC | 10,505 | $1.33M | 1.53% | −1,839−14.9% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $1.34M | 0.30% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,725 | $1.35M | 0.04% | −10−0.1% | Reduced |