Skip to main content
Livermore
Livermore
ZHEN

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 8 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.

Institutional holdersQ2 2026: 1,173 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ2 2026: $32.4B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2026.

Institutions holding IRM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Highland Investment Advisors LLC1$1260.00%+1New
Private Wealth Management Group, LLC1$1270.00%00.0%Unchanged
3 Factor Indexing, LLC1$1270.00%00.0%Unchanged
DecisionPoint Financial, LLC2$2440.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2$2530.00%00.0%Unchanged
Sankala Group LLC2$2540.00%+2New
Colonial Trust Co3$3790.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC3$3790.00%+3New
Strengthening Families & Communities, LLC3$3790.00%+3New
Proathlete Wealth Management LLC3$3880.00%00.0%Unchanged
Raleigh Capital Management Inc.3$4220.00%00.0%Unchanged
Leonteq Securities AG4$5050.00%−3,360−99.9%Reduced
Wolff Wiese Magana LLC5$6320.00%00.0%Unchanged
Morton Brown Family Wealth, LLC5$6320.00%+5New
Spectrum Wealth Advisory Group, LLC5$6370.00%+5New
Gs Investments, Inc.6$7580.00%00.0%Unchanged
Bare Financial Services, Inc6$7580.00%00.0%Unchanged
Provenance Wealth Advisors, LLC6$7580.00%+6New
Motco7$8840.00%+7New
Ameriflex Group, Inc.7$8840.00%+7New
Quaker Wealth Management, LLC7$8850.00%00.0%Unchanged
Capital Advisors, Ltd. LLC10$1.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.9$1.14K0.00%00.0%Unchanged
Davis Capital Management10$1.26K0.00%+6+150.0%Added
Financial Consulate, Inc10$1.26K0.00%00.0%Unchanged
Aspect Partners, LLC12$1.52K0.00%−17−58.6%Reduced
TFC Financial Management12$1.52K0.00%+5+71.4%Added
Bokf, NA12$1.52K0.00%+12New
Kilter Group LLC13$1.64K0.00%−2−13.3%Reduced
Millstone Evans Group, LLC14$1.77K0.00%00.0%Unchanged
Burk Holdings LLC14$1.77K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC14$1.77K0.00%+14New
Clark Wealth Partners15$1.90K0.00%00.0%Unchanged
NBT Bank N A17$2.15K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC17$2.15K0.00%+17New
FWL Investment Management, LLC17$2.15K0.00%+17New
West Paces Advisors Inc.17$2.15K0.00%+17New
American Capital Advisory, LLC17$2.15K0.00%+4+30.8%Added
CBIZ Investment Advisory Services, LLC23$2.37K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.20$2.53K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.20$2.53K0.00%+20New
Fulcrum Asset Management LLP20$2.60K0.00%+20New
Johnson Financial Group, Inc.22$2.80K0.00%−50−69.4%Reduced
Ogorek Anthony Joseph25$3.00K0.00%00.0%Unchanged
Planning Strategies Inc.24$3.03K0.00%+24New
Brown, Lisle/Cummings, Inc.25$3.16K0.00%−22−46.8%Reduced
Rialto Wealth Management, LLC25$3.16K0.00%+9+56.3%Added
Hughes Financial Services, LLC25$3.16K0.00%+17+212.5%Added
Persistent Asset Partners Ltd26$3.28K0.00%+26New
Downshift Financial, LLC26$3.28K0.00%+26New
Holos Integrated Wealth LLC30$3.48K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC28$3.54K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC28$3.54K0.00%+1+3.7%Added
Hollencrest Capital Management29$3.66K0.00%00.0%Unchanged
Marquette Asset Management, LLC30$3.79K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.31$3.92K0.00%+31New
Commonwealth Retirement Investments LLC33$4.13K0.00%+33New
Silicon Valley Capital Partners34$4.30K0.00%+27+385.7%Added
Ares Financial Consulting, LLC35$4.42K0.00%00.0%Unchanged
Trust Co of Vermont37$4.67K0.00%+37New
South State Corp.41$5.18K0.00%+5+13.9%Added
1620 Investment Advisors, Inc.42$5.30K0.00%00.0%Unchanged
Copia Wealth Management42$5.30K0.00%00.0%Unchanged
Raffa Wealth Management, LLC43$5.43K0.00%+6+16.2%Added
Silver Grove Financial Group, Inc.46$5.81K0.00%+46New
Wilkerson Advisory Group LLC49$6.19K0.00%+6+14.0%Added
Mowery & Schoenfeld Wealth Management, LLC49$6.19K0.01%00.0%Unchanged
Bullseye Investment Management, LLC50$6.32K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.55$6.95K0.00%00.0%Unchanged
Asset Dedication, LLC55$6.95K0.00%+30+120.0%Added
Farmers & Merchants Trust Co of Chambersburg PA58$7.00K0.00%00.0%Unchanged
Capital Analysts, LLC57$7.00K0.00%+57New
Park Square Financial Group, LLC57$7.20K0.06%−12−17.4%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP61$7.71K0.00%−121−66.5%Reduced
Geneos Wealth Management Inc.66$8.34K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.66$8.34K0.00%00.0%Unchanged
Ankerstar Wealth, LLC66$8.40K0.01%00.0%Unchanged
Grove Bank & Trust70$8.84K0.00%00.0%Unchanged
Dogwood Wealth Management LLC70$8.84K0.00%00.0%Unchanged
Stance Capital LLC73$9.22K0.00%−400−84.6%Reduced
Basepoint Wealth LLC77$9.73K0.01%00.0%Unchanged
Horizon Financial Services, LLC78$9.85K0.00%+21+36.8%Added
J.Safra Asset Management Corp80$10.1K0.00%00.0%Unchanged
LifeSteps Financial, Inc.80$10.1K0.00%+80New
Bruce G. Allen Investments, LLC82$10.4K0.01%+8+10.8%Added
High Note Wealth, LLC84$10.6K0.00%+10+13.5%Added
Oakworth Capital, Inc.91$11.5K0.00%00.0%Unchanged
Westside Investment Management, Inc.92$11.6K0.00%00.0%Unchanged
Covestor Ltd95$12.0K0.01%+1+1.1%Added
Cornerstone Financial Management LLC100$12.6K0.01%+57+132.6%Added
Benson Wealth Management INC102$12.9K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC104$13.1K0.00%00.0%Unchanged
IFG Advisory, LLC107$13.6K0.00%+107New
Tounjian Advisory Partners, LLC107$13.6K0.01%+107New
JPL Wealth Management, LLC108$13.6K0.00%+39+56.5%Added
MV Capital Management, Inc.110$13.9K0.00%−50−31.3%Reduced
Transamerica Financial Advisors, Inc.111$14.2K0.00%+13+13.3%Added
Joseph Group Capital Management113$14.3K0.00%+42+59.2%Added
MCF Advisors LLC113$14.3K0.00%−11−8.9%Reduced
Moisand Fitzgerald Tamayo, LLC113$14.3K0.00%00.0%Unchanged