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 |
|---|---|---|---|---|---|
| TIAA Wealth Investment Management LLC | 683 | $86.3K | 0.00% | +1+0.1% | Added |
| Essential Partners LLC | 683 | $86.3K | 0.04% | +122+21.7% | Added |
| First Horizon Corp | 700 | $88.4K | 0.00% | +40+6.1% | Added |
| Abound Wealth Management | 713 | $90.1K | 0.02% | −35−4.7% | Reduced |
| Eastern Bank | 735 | $92.8K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 742 | $93.7K | 0.01% | +38+5.4% | Added |
| JFS Wealth Advisors, LLC | 783 | $98.9K | 0.00% | +62+8.6% | Added |
| Rosenberg Matthew Hamilton | 788 | $99.5K | 0.02% | −2−0.3% | Reduced |
| Onefund, LLC | 812 | $102.6K | 0.06% | −1−0.1% | Reduced |
| Franchise GP Ltd | 815 | $102.9K | 0.05% | +360+79.1% | Added |
| Parvin Asset Management, LLC | 820 | $103.6K | 0.08% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 875 | $110.5K | 0.02% | +375+75.0% | Added |
| Eurizon SLJ Capital Ltd | 905 | $114.3K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 910 | $114.9K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,000 | $121.9K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,023 | $129.0K | 0.00% | +463+82.7% | Added |
| Sittner & Nelson, LLC | 1,026 | $129.6K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,048 | $133.3K | 0.06% | +49+4.9% | Added |
| True Wealth Design, LLC | 1,140 | $144.0K | 0.03% | +91+8.7% | Added |
| Lavaca Capital LLC | 1,149 | $145.1K | 0.02% | −60−5.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,206 | $152.3K | 0.00% | −118−8.9% | Reduced |
| Toth Financial Advisory Corp | 1,229 | $155.2K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,234 | $155.9K | 0.02% | −10−0.8% | Reduced |
| Security National Bank | 1,254 | $158.4K | 0.02% | −23−1.8% | Reduced |
| Silvant Capital Management LLC | 1,292 | $163.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,297 | $163.8K | 0.02% | −250−16.2% | Reduced |
| Tower View Investment Management & Research LLC | 1,324 | $167.3K | 0.07% | +10+0.8% | Added |
| Los Angeles Capital Management LLC | 1,348 | $170.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,351 | $170.6K | 0.03% | +37+2.8% | Added |
| Umb Bank N A | 1,372 | $173.3K | 0.00% | +23+1.7% | Added |
| Camden Capital, LLC | 1,407 | $177.7K | 0.01% | +447+46.6% | Added |
| Hantz Financial Services, Inc. | 1,409 | $178.0K | 0.00% | +234+19.9% | Added |
| S-Bank Fund Management Ltd | 1,413 | $178.5K | 0.02% | +1,413 | New |
| Aberdeen Wealth Management LLC | 1,421 | $179.5K | 0.09% | −1,224−46.3% | Reduced |
| Ritholtz Wealth Management | 1,455 | $183.8K | 0.00% | +1,455 | New |
| Wealth Enhancement Trust Services, Inc. | 1,461 | $184.5K | 0.02% | +154+11.8% | Added |
| Action Point Financial Planning, LLC | 1,466 | $185.1K | 0.02% | +1,466 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $185.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,600 | $186.2K | 0.00% | +103+6.9% | Added |
| First Financial Corp | 1,500 | $189.5K | 0.07% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,567 | $197.9K | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,591 | $201.0K | 0.02% | +1,591 | New |
| Bradley Foster & Sargent Inc | 1,596 | $201.6K | 0.00% | +1,596 | New |
| 71 West Capital Partners | 1,606 | $202.9K | 0.01% | +1,606 | New |
| Clear Creek Financial Management, LLC | 1,609 | $203.2K | 0.01% | +1,609 | New |
| Naples Global Advisors, LLC | 1,611 | $203.5K | 0.01% | +1,611 | New |
| BIP Wealth, LLC | 1,626 | $205.4K | 0.01% | +1,626 | New |
| Busey Wealth Management | 1,638 | $206.9K | 0.01% | +1,638 | New |
| Renasant Bank | 1,638 | $206.9K | 0.13% | +1,638 | New |
| Foundations Investment Advisors, LLC | 1,640 | $207.1K | 0.00% | +1,640 | New |
| Richmond Investment Services, LLC | 1,640 | $207.1K | 0.07% | −1,691−50.8% | Reduced |
| Commerzbank Aktiengesellschaft | 1,658 | $209.0K | 0.00% | −1,100−39.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,660 | $209.7K | 0.01% | +1,660 | New |
| Dimension Capital Management LLC | 1,663 | $210.1K | 0.02% | +1,663 | New |
| Second Line Capital, LLC | 1,657 | $210.7K | 0.04% | −4−0.2% | Reduced |
| Optas, LLC | 1,671 | $211.1K | 0.03% | −1,079−39.2% | Reduced |
| Beck Mack & Oliver LLC | 1,674 | $211.4K | 0.00% | +1,674 | New |
| Capstone Wealth Management, LLC | 1,676 | $211.7K | 0.10% | +1,676 | New |
| Portside Wealth Group, LLC | 1,692 | $213.7K | 0.02% | +1,692 | New |
| Prestige Wealth Management Group LLC | 1,693 | $213.8K | 0.04% | −1,844−52.1% | Reduced |
| Smartleaf Asset Management LLC | 1,650 | $214.4K | 0.01% | 00.0% | Unchanged |
| Citizens Business Bank | 1,699 | $214.6K | 0.03% | −500−22.7% | Reduced |
| NVWM, LLC | 1,700 | $214.8K | 0.04% | +1+0.1% | Added |
| Caerus Investment Advisors, LLC | 1,704 | $215.2K | 0.07% | +1,704 | New |
| SHP Wealth Management | 1,708 | $215.7K | 0.01% | +28+1.7% | Added |
| Plato Investment Management Ltd | 1,725 | $216.6K | 0.01% | +1,725 | New |
| Channel Wealth LLC | 1,719 | $217.1K | 0.05% | +1,719 | New |
| Arrowstreet Capital, Limited Partnership | 1,722 | $217.5K | 0.00% | +1,722 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,724 | $217.8K | 0.01% | +1,724 | New |
| Deseret Mutual Benefit Administrators | 1,747 | $220.7K | 0.07% | −346−16.5% | Reduced |
| Knightsbridge Asset Management, LLC | 1,754 | $221.5K | 0.03% | +1,754 | New |
| Catalyst Financial Partners LLC | 1,764 | $222.8K | 0.02% | +1,764 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,784 | $225.3K | 0.01% | +1,784 | New |
| Wick Capital Partners, LLC | 1,789 | $226.0K | 0.03% | +1,789 | New |
| Dynamic Advisor Solutions LLC | 1,791 | $226.2K | 0.01% | +1,791 | New |
| Monetary Management Group Inc | 1,800 | $227.4K | 0.05% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 1,800 | $227.4K | 0.06% | +1,800 | New |
| Summa Corp. | 1,800 | $227.4K | 0.07% | +1,800 | New |
| Unified Investment Management | 1,800 | $227.4K | 0.21% | +1,800 | New |
| Bingham Private Wealth, LLC | 1,803 | $227.7K | 0.16% | +1,803 | New |
| Axxcess Wealth Management, LLC | 1,808 | $228.4K | 0.00% | +1,808 | New |
| First City Capital Management, Inc. | 1,811 | $228.7K | 0.11% | +1,811 | New |
| Financial Advisory Service, Inc. | 1,812 | $228.9K | 0.01% | +1,812 | New |
| RMR Wealth Builders | 1,814 | $229.2K | 0.01% | +1,814 | New |
| Quotient Wealth Partners, LLC | 1,825 | $230.5K | 0.01% | +1,825 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,830 | $231.1K | 0.07% | 00.0% | Unchanged |
| Asset Advisory Group, Inc. | 1,855 | $234.3K | 0.10% | +1,855 | New |
| Coastline Trust Co | 1,856 | $234.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,866 | $235.8K | 0.01% | +1,866 | New |
| Howard Capital Management Inc. | 1,871 | $236.3K | 0.00% | +1,871 | New |
| National Asset Management, Inc. | 1,822 | $236.8K | 0.01% | +1,822 | New |
| AssuredPartners Investment Advisors, LLC | 1,877 | $237.0K | 0.02% | −475−20.2% | Reduced |
| Sound Income Strategies, LLC | 1,878 | $237.2K | 0.01% | −206−9.9% | Reduced |
| Mission Hills Financial Advisory, LLC | 1,889 | $238.6K | 0.10% | +1,889 | New |
| Plan Group Financial, LLC | 1,890 | $238.7K | 0.05% | +1,890 | New |
| William John Sempolinski | 1,900 | $240.0K | 0.10% | +1,900 | New |
| Richardson Financial Services Inc. | 1,901 | $240.1K | 0.14% | +17+0.9% | Added |
| Elyxium Wealth, LLC | 1,906 | $240.7K | 0.03% | +1,906 | New |
| Supplemental Annuity Collective Trust of NJ | 1,908 | $241.0K | 0.06% | −93−4.6% | Reduced |
| Hunter Associates Investment Management LLC | 1,909 | $241.0K | 0.03% | −190−9.1% | Reduced |