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.
| 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 |
|---|---|---|---|---|---|
| Mosley Wealth Management | 114 | $14.4K | 0.00% | −25−18.0% | Reduced |
| Sachetta, LLC | 118 | $14.9K | 0.01% | +13+12.4% | Added |
| Westfuller Advisors, LLC | 120 | $15.2K | 0.01% | −27−18.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 121 | $15.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 123 | $15.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 123 | $15.6K | 0.00% | −235−65.6% | Reduced |
| Triumph Capital Management | 125 | $15.8K | 0.00% | −271−68.4% | Reduced |
| Tidemark, LLC | 128 | $16.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 135 | $17.1K | 0.00% | 00.0% | Unchanged |
| First National Bank | 139 | $17.6K | 0.01% | +139 | New |
| Atlantic Private Wealth, LLC | 154 | $19.5K | 0.01% | +1+0.7% | Added |
| Chesapeake Asset Management LLC | 170 | $21.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 174 | $21.6K | 0.00% | −8−4.4% | Reduced |
| Trust Co of Toledo NA | 172 | $21.7K | 0.00% | +172 | New |
| Wellington-Altus USA Inc. | 213 | $21.8K | 0.02% | +213 | New |
| Salomon & Ludwin, LLC | 180 | $21.9K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 176 | $22.2K | 0.01% | +176 | New |
| Coston, McIsaac & Partners | 192 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 203 | $25.6K | 0.00% | +8+4.1% | Added |
| Chilton Capital Management LLC | 205 | $25.9K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 205 | $25.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $26.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 209 | $26.4K | 0.00% | −100−32.4% | Reduced |
| Meeder Asset Management Inc | 210 | $26.5K | 0.00% | +210 | New |
| Pinnacle Wealth Planning Services, Inc. | 213 | $26.9K | 0.00% | +17+8.7% | Added |
| Community Bank, N.A. | 223 | $28.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 228 | $28.8K | 0.01% | +5+2.2% | Added |
| Godfrey Financial Associates, Inc. | 229 | $28.9K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 229 | $28.9K | 0.01% | −41−15.2% | Reduced |
| IAG Wealth Partners, LLC | 236 | $29.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 237 | $29.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 237 | $30.1K | 0.00% | −980−80.5% | Reduced |
| Sawyer & Company, Inc | 240 | $30.3K | 0.01% | −355−59.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 245 | $31.0K | 0.00% | +1+0.4% | Added |
| Vision Retirement, LLC | 247 | $31.2K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 249 | $31.5K | 0.00% | +249 | New |
| Halbert Hargrove Global Advisors, LLC | 250 | $31.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 264 | $33.3K | 0.01% | −10,239−97.5% | Reduced |
| Osbon Capital Management LLC | 266 | $33.6K | 0.03% | +105+65.2% | Added |
| Markowski Investments | 267 | $33.7K | 0.01% | +267 | New |
| IMG Wealth Management, Inc. | 269 | $34.0K | 0.02% | +8+3.1% | Added |
| Synergy Investment Management, LLC | 285 | $34.4K | 0.01% | +271+1,935.7% | Added |
| West Branch Capital LLC | 275 | $34.7K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 283 | $35.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 283 | $35.7K | 0.01% | +231+444.2% | Added |
| Financial Network Wealth Advisors LLC | 284 | $35.9K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 284 | $35.9K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 286 | $36.1K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 292 | $36.9K | 0.01% | −2−0.7% | Reduced |
| Cranbrook Wealth Management, LLC | 300 | $37.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 300 | $37.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $37.9K | 0.00% | +300 | New |
| PFS Partners, LLC | 300 | $37.9K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 313 | $39.5K | 0.00% | −166−34.7% | Reduced |
| CoreCap Advisors, LLC | 324 | $41.0K | 0.00% | +2+0.6% | Added |
| Godsey & Gibb Associates | 325 | $41.1K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 344 | $43.5K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $44.6K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 362 | $45.7K | 0.00% | +16+4.6% | Added |
| Caldwell Trust Co | 363 | $45.9K | 0.00% | −362−49.9% | Reduced |
| Kemnay Advisory Services Inc. | 365 | $46.1K | 0.01% | −21−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 385 | $48.6K | 0.00% | −90−18.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 390 | $49.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $50.5K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 400 | $50.5K | 0.07% | 00.0% | Unchanged |
| Bayban | 400 | $50.5K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 421 | $53.2K | 0.02% | +1+0.2% | Added |
| Signature Equity Partners, LLC | 421 | $53.2K | 0.02% | +1+0.2% | Added |
| MeadowBrook Investment Advisors LLC | 428 | $54.1K | 0.04% | +428 | New |
| TSFG, LLC | 440 | $56.0K | 0.01% | +440 | New |
| Corsicana & Co. | 450 | $56.8K | 0.03% | −450−50.0% | Reduced |
| Hanson & Doremus Investment Management | 475 | $60.0K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 476 | $60.2K | 0.04% | +1+0.2% | Added |
| AdvisorNet Financial, Inc | 490 | $61.9K | 0.00% | +1+0.2% | Added |
| Manchester Capital Management LLC | 491 | $62.0K | 0.01% | +55+12.6% | Added |
| WPG Advisers, LLC | 492 | $62.1K | 0.04% | +75+18.0% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $63.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 499 | $63.0K | 0.01% | +10+2.0% | Added |
| Albion Financial Group | 500 | $63.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 547 | $63.3K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 503 | $63.5K | 0.01% | +503 | New |
| Hoey Investments, Inc | 505 | $63.8K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 527 | $66.2K | 0.01% | +527 | New |
| Strategic Wealth Partners, Ltd. | 525 | $66.3K | 0.00% | +175+50.0% | Added |
| Global X Japan Co., Ltd. | 549 | $69.3K | 0.00% | −136−19.9% | Reduced |
| Central Trust Co | 569 | $71.9K | 0.00% | +1+0.2% | Added |
| Clear Street Markets LLC | 575 | $72.6K | 0.01% | +526+1,073.5% | Added |
| Vision Financial Markets LLC | 600 | $73.1K | 0.06% | 00.0% | Unchanged |
| Caitlin John, LLC | 595 | $75.3K | 0.04% | −8−1.3% | Reduced |
| Crewe Advisors LLC | 622 | $78.6K | 0.01% | +98+18.7% | Added |
| Financial Avengers, Inc. | 623 | $78.7K | 0.03% | +5+0.8% | Added |
| Harbor Investment Advisory, LLC | 632 | $79.8K | 0.01% | +632 | New |
| Entrust Financial LLC | 649 | $82.0K | 0.05% | +6+0.9% | Added |
| Dunhill Financial, LLC | 652 | $82.4K | 0.02% | −78−10.7% | Reduced |
| Valley National Advisers Inc | 656 | $82.9K | 0.01% | +1+0.2% | Added |
| CVA Family Office, LLC | 660 | $83.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 662 | $83.6K | 0.01% | +98+17.4% | Added |
| Cary Street Partner Investment Advisory LLC | 666 | $84.1K | 0.02% | +193+40.8% | Added |
| UMA Financial Services, Inc. | 678 | $85.7K | 0.01% | +21+3.2% | Added |
| Avion Wealth | 683 | $86.0K | 0.02% | +28+4.3% | Added |