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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 11,013 | $1.39M | 0.50% | −35−0.3% | Reduced |
| Glenview Trust Co | 11,016 | $1.39M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,103 | $1.40M | 0.03% | −1,600−12.6% | Reduced |
| Kinneret Advisory, LLC | 11,038 | $1.40M | 0.11% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,121 | $1.40M | 0.01% | +4,617+71.0% | Added |
| F/M Investments LLC | 11,215 | $1.42M | 0.07% | −60−0.5% | Reduced |
| Moody National Bank Trust Division | 11,232 | $1.42M | 0.12% | +22+0.2% | Added |
| Anchor Bay Capital, Inc. | 11,681 | $1.42M | 0.77% | +11,681 | New |
| Dana Investment Advisors, Inc. | 11,252 | $1.42M | 0.04% | −584−4.9% | Reduced |
| Banque Cantonale Vaudoise | 11,279 | $1.43M | 0.06% | −1,077−8.7% | Reduced |
| Global Retirement Partners, LLC | 11,300 | $1.43M | 0.02% | +11,300 | New |
| Brighton Jones LLC | 11,319 | $1.43M | 0.03% | +644+6.0% | Added |
| Oddo BHF Asset Management SAS | 11,367 | $1.44M | 0.07% | +2,184+23.8% | Added |
| Cary Street Partners Financial LLC | 11,443 | $1.45M | 0.03% | +139+1.2% | Added |
| Roman Butler Fullerton & Co | 11,826 | $1.45M | 0.35% | −504−4.1% | Reduced |
| Creative Financial Designs Inc | 11,573 | $1.46M | 0.07% | +1,694+17.1% | Added |
| Truvestments Capital LLC | 11,617 | $1.47M | 0.22% | +923+8.6% | Added |
| MUFG Securities EMEA plc | 11,645 | $1.47M | 0.02% | −477−3.9% | Reduced |
| J.M. Arbour, LLC | 11,707 | $1.48M | 1.27% | +1,106+10.4% | Added |
| EP Wealth Advisors, LLC | 11,861 | $1.50M | 0.01% | +2,748+30.2% | Added |
| Abbot Financial Management, Inc. | 11,877 | $1.50M | 0.55% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 11,925 | $1.51M | 0.81% | −200−1.6% | Reduced |
| RSM US Wealth Management LLC | 11,860 | $1.51M | 0.02% | −764−6.1% | Reduced |
| Ossiam | 11,969 | $1.51M | 0.02% | −1,185−9.0% | Reduced |
| Focus Financial Network, Inc. | 11,927 | $1.52M | 0.05% | +40.0% | Added |
| Segall Bryant & Hamill, LLC | 12,009 | $1.52M | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,024 | $1.52M | 0.00% | −26−0.2% | Reduced |
| Delta Capital Management LLC | 12,060 | $1.52M | 0.70% | +450+3.9% | Added |
| Pensionmark Financial Group, LLC | 14,939 | $1.55M | 0.03% | −1,346−8.3% | Reduced |
| Reik & Co., LLC | 12,280 | $1.55M | 0.40% | −200−1.6% | Reduced |
| Chesley Taft & Associates LLC | 12,299 | $1.55M | 0.06% | +62+0.5% | Added |
| Chicago Partners Investment Group LLC | 12,489 | $1.56M | 0.03% | +1,796+16.8% | Added |
| Principal Securities, Inc. | 12,392 | $1.57M | 0.02% | −787−6.0% | Reduced |
| Sequoia Financial Advisors, LLC | 12,408 | $1.57M | 0.01% | +1,944+18.6% | Added |
| Advisory Services Network, LLC | 12,457 | $1.57M | 0.02% | +101+0.8% | Added |
| HM Payson & Co | 12,526 | $1.58M | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 12,754 | $1.61M | 0.04% | 00.0% | Unchanged |
| Wiregrass Investment Management LLC | 12,760 | $1.61M | 1.10% | +32+0.3% | Added |
| Comprehensive Money Management Services LLC | 12,851 | $1.62M | 1.02% | +311+2.5% | Added |
| Dockside LLC | 12,932 | $1.63M | 0.38% | +12,932 | New |
| Tema ETFs LLC | 12,940 | $1.63M | 0.05% | +1,160+9.8% | Added |
| DoubleLine ETF Adviser LP | 13,042 | $1.65M | 0.68% | −2,239−14.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,058 | $1.65M | 0.05% | +191+1.5% | Added |
| Crestwood Advisors Group LLC | 13,246 | $1.67M | 0.02% | +986+8.0% | Added |
| Ofi Invest Asset Management | 13,687 | $1.68M | 0.02% | +4,963+56.9% | Added |
| Texas Yale Capital Corp. | 13,505 | $1.71M | 0.04% | 00.0% | Unchanged |
| B&I Capital AG | 13,535 | $1.71M | 3.77% | −102,932−88.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,700 | $1.73M | 0.21% | +3,500+34.3% | Added |
| DRW Securities, LLC | 13,727 | $1.73M | 0.10% | −2,687−16.4% | Reduced |
| Beacon Pointe Advisors, LLC | 13,845 | $1.75M | 0.01% | +2,628+23.4% | Added |
| Carnegie Capital Asset Management, LLC | 13,850 | $1.75M | 0.04% | −905−6.1% | Reduced |
| Oppenheimer Asset Management Inc. | 13,925 | $1.76M | 0.02% | −5,533−28.4% | Reduced |
| Agf Management Ltd | 14,122 | $1.78M | 0.01% | +1,759+14.2% | Added |
| Moody Lynn & Lieberson, LLC | 14,195 | $1.79M | 0.09% | +130+0.9% | Added |
| Courier Capital LLC | 14,204 | $1.79M | 0.09% | −3,817−21.2% | Reduced |
| Squarepoint Ops LLC | 14,389 | $1.82M | 0.00% | −67,251−82.4% | Reduced |
| XTX Topco Ltd | 14,433 | $1.82M | 0.02% | −11,032−43.3% | Reduced |
| One Charles Private Wealth Services, LLC | 14,538 | $1.84M | 0.42% | −437−2.9% | Reduced |
| Kessler Investment Group, LLC | 14,594 | $1.84M | 0.79% | −63−0.4% | Reduced |
| New Mexico Educational Retirement Board | 14,640 | $1.85M | 0.05% | +800+5.8% | Added |
| Farther Finance Advisors, LLC | 14,689 | $1.86M | 0.01% | +4,161+39.5% | Added |
| Empowered Funds, LLC | 14,840 | $1.87M | 0.01% | −8,242−35.7% | Reduced |
| Atomi Financial Group, Inc. | 14,936 | $1.89M | 0.05% | +3,969+36.2% | Added |
| Trust Investment Advisors | 15,117 | $1.91M | 0.91% | +1,162+8.3% | Added |
| Snowden Capital Advisors LLC | 15,052 | $1.91M | 0.05% | −782−4.9% | Reduced |
| Louisiana State Employees Retirement System | 15,200 | $1.92M | 0.03% | +100+0.7% | Added |
| King Luther Capital Management Corp | 15,262 | $1.93M | 0.01% | −40−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 15,295 | $1.93M | 0.02% | +142+0.9% | Added |
| Wolverine Asset Management LLC | 15,432 | $1.95M | 0.03% | −2,500−13.9% | Reduced |
| Royal Fund Management, LLC | 15,471 | $1.95M | 0.16% | −178−1.1% | Reduced |
| Inspire Trust Co, N.A. | 15,500 | $1.96M | 0.27% | −2,059−11.7% | Reduced |
| HB Wealth Management, LLC | 15,577 | $1.97M | 0.01% | +171+1.1% | Added |
| Capital Financial Group Inc | 15,979 | $2.02M | 1.06% | −1,493−8.5% | Reduced |
| Maryland State Retirement & Pension System | 15,980 | $2.02M | 0.03% | +1,277+8.7% | Added |
| Crossmark Global Holdings, Inc. | 15,990 | $2.02M | 0.03% | +172+1.1% | Added |
| Summit Trail Advisors, LLC | 15,993 | $2.02M | 0.03% | −1,445−8.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 16,270 | $2.06M | 0.70% | −4,357−21.1% | Reduced |
| Hartford Investment Management Co | 16,354 | $2.07M | 0.06% | −525−3.1% | Reduced |
| Commerce Bank | 16,371 | $2.07M | 0.01% | −22−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 16,454 | $2.08M | 0.01% | +12,469+312.9% | Added |
| Crescent Grove Advisors, LLC | 16,389 | $2.08M | 0.18% | +335+2.1% | Added |
| Integrated Wealth Concepts LLC | 16,688 | $2.11M | 0.01% | +325+2.0% | Added |
| Cascade Investment Group, Inc. | 16,756 | $2.12M | 1.19% | −1,025−5.8% | Reduced |
| Claro Advisors LLC | 16,771 | $2.12M | 0.22% | +32+0.2% | Added |
| RFG Advisory, LLC | 16,910 | $2.14M | 0.03% | −88−0.5% | Reduced |
| Madison Asset Management, LLC | 17,052 | $2.15M | 0.03% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 17,290 | $2.18M | 0.08% | −1,673−8.8% | Reduced |
| Community Bank of Raymore | 17,301 | $2.19M | 1.29% | +1,430+9.0% | Added |
| Alps Advisors Inc | 17,427 | $2.20M | 0.01% | +17,427 | New |
| Kentucky Trust Co | 17,465 | $2.21M | 1.06% | −1,400−7.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,484 | $2.21M | 0.02% | +15,342+716.2% | Added |
| Horizon Kinetics Asset Management LLC | 17,845 | $2.25M | 0.03% | −560−3.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,996 | $2.27M | 0.00% | +17,996 | New |
| Kentucky Retirement Systems | 18,521 | $2.34M | 0.06% | +18,521 | New |
| Emerald Investment Advisers, LLC | 18,535 | $2.34M | 0.16% | +8,717+88.8% | Added |
| GeoWealth Management, LLC | 18,781 | $2.37M | 0.07% | −3,363−15.2% | Reduced |
| Abn Amro Investment Solutions | 18,832 | $2.38M | 0.02% | +3,019+19.1% | Added |
| Ameritas Advisory Services, LLC | 18,870 | $2.38M | 0.05% | +13,412+245.7% | Added |
| Investment Management Corp of Ontario | 18,935 | $2.39M | 0.03% | −2,200−10.4% | Reduced |
| Vectors Research Management, LLC | 18,994 | $2.40M | 0.63% | −5,571−22.7% | Reduced |