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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 1,909 | $241.1K | 0.00% | +5+0.3% | Added |
| Valeo Financial Advisors, LLC | 1,920 | $242.6K | 0.01% | +1,920 | New |
| Strategic Investment Solutions, Inc. | 1,923 | $242.9K | 0.06% | 00.0% | Unchanged |
| SP Asset Management LLC | 1,926 | $243.3K | 0.02% | +1,926 | New |
| Jackson Thornton Asset Management, LLC | 1,928 | $243.5K | 0.02% | +1,928 | New |
| First Foundation Advisors | 1,935 | $244.4K | 0.01% | +1,935 | New |
| Modera Wealth Management, LLC | 1,951 | $246.4K | 0.00% | +1,951 | New |
| TPG Advisors LLC | 1,954 | $246.8K | 0.14% | +1,954 | New |
| Flputnam Investment Management Co | 1,969 | $248.7K | 0.00% | 00.0% | Unchanged |
| Valley Financial Group, Inc. | 1,998 | $252.4K | 0.12% | −50−2.4% | Reduced |
| Apriem Advisors | 2,000 | $252.6K | 0.02% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,000 | $252.6K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $252.6K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,018 | $254.9K | 0.01% | +6+0.3% | Added |
| Ignite Planners, LLC | 2,042 | $257.9K | 0.04% | +10.0% | Added |
| Private Trust Co NA | 2,046 | $258.4K | 0.02% | −2−0.1% | Reduced |
| WealthPlan Investment Management, LLC | 2,052 | $259.2K | 0.01% | +2,052 | New |
| Copeland Capital Management, LLC | 2,075 | $262.1K | 0.01% | −16−0.8% | Reduced |
| Ameliora Wealth Management Ltd. | 2,100 | $265.3K | 0.08% | −1,000−32.3% | Reduced |
| Vanguard National Trust Co | 2,100 | $265.3K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,108 | $266.3K | 0.05% | +2+0.1% | Added |
| Gsa Capital Partners LLP | 2,116 | $267.0K | 0.02% | +2,116 | New |
| Paller Financial Services Inc | 2,115 | $267.1K | 0.20% | −17−0.8% | Reduced |
| Warm Springs Advisors Inc. | 2,117 | $267.4K | 0.18% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,125 | $268.4K | 0.01% | +88+4.3% | Added |
| Stiles Financial Services Inc | 2,127 | $268.7K | 0.07% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,158 | $272.6K | 0.00% | −1,114−34.0% | Reduced |
| Brookwood Investment Group LLC | 2,172 | $274.3K | 0.03% | +45+2.1% | Added |
| Platform Technology Partners | 2,173 | $274.4K | 0.04% | +53+2.5% | Added |
| Ibex Wealth Advisors | 2,178 | $275.1K | 0.02% | 00.0% | Unchanged |
| Warner Group LLC | 2,186 | $276.1K | 0.07% | +2,186 | New |
| Birchcreek Wealth Management, LLC | 2,190 | $276.6K | 0.11% | +2,190 | New |
| Community Bank & Trust, Waco, Texas | 2,200 | $278.0K | 0.05% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,219 | $280.3K | 0.02% | +22+1.0% | Added |
| Heritage Wealth Advisors | 2,222 | $280.7K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,223 | $280.9K | 0.01% | +8+0.4% | Added |
| Financial Engines Advisors L.L.C. | 2,229 | $281.5K | 0.00% | +2,229 | New |
| Proficio Capital Partners LLC | 2,229 | $281.6K | 0.01% | +2,229 | New |
| Saxony Capital Management, LLC | 2,245 | $283.5K | 0.13% | −38−1.7% | Reduced |
| Mystic Asset Management, Inc. | 2,250 | $284.3K | 0.06% | +3+0.1% | Added |
| Versant Capital Management, Inc | 2,253 | $284.6K | 0.03% | +512+29.4% | Added |
| SJS Investment Consulting Inc. | 2,258 | $285.2K | 0.03% | +40+1.8% | Added |
| Pinnacle Associates Ltd | 2,276 | $287.5K | 0.00% | −103−4.3% | Reduced |
| HBK Sorce Advisory LLC | 2,271 | $288.7K | 0.01% | −5−0.2% | Reduced |
| Jacobi Capital Management LLC | 2,293 | $289.6K | 0.01% | −70−3.0% | Reduced |
| CWA Asset Management Group, LLC | 2,304 | $291.1K | 0.01% | −345−13.0% | Reduced |
| Fortress Private Ledger, LLC | 2,306 | $291.3K | 0.08% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,313 | $292.2K | 0.01% | −3−0.1% | Reduced |
| MBL Wealth, LLC | 2,320 | $293.0K | 0.02% | +2,320 | New |
| Bedel Financial Consulting, Inc. | 2,325 | $293.7K | 0.03% | −67−2.8% | Reduced |
| Schmidt P J Investment Management Inc | 2,326 | $293.8K | 0.05% | −34−1.4% | Reduced |
| Smith, Moore & Co. | 2,327 | $294.0K | 0.02% | +76+3.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,348 | $296.6K | 0.02% | +24+1.0% | Added |
| Avidian Wealth Solutions, LLC | 2,354 | $297.3K | 0.01% | +126+5.7% | Added |
| Fayez Sarofim & Co | 2,360 | $298.1K | 0.00% | +80+3.5% | Added |
| Mosaic Family Wealth Partners, LLC | 2,360 | $298.1K | 0.02% | +320+15.7% | Added |
| Intrua Financial, LLC | 2,360 | $298.1K | 0.03% | +11+0.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,371 | $299.5K | 0.00% | −10−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,360 | $300.1K | 0.04% | −190−7.5% | Reduced |
| Samalin Investment Counsel, LLC | 2,378 | $300.4K | 0.10% | −85−3.5% | Reduced |
| Empower Advisory Group, LLC | 2,386 | $301.4K | 0.00% | +231+10.7% | Added |
| Atria Investments LLC | 2,391 | $302.0K | 0.00% | −927−27.9% | Reduced |
| Sculati Wealth Management, LLC | 2,445 | $302.7K | 0.10% | −1,350−35.6% | Reduced |
| Bridgelight Financial Advisors, Inc. | 2,405 | $303.8K | 0.21% | −24−1.0% | Reduced |
| Root Financial Partners, LLC | 2,412 | $304.7K | 0.01% | +402+20.0% | Added |
| Wealth Alliance | 2,417 | $305.4K | 0.03% | −384−13.7% | Reduced |
| Kera Capital Partners, Inc. | 2,438 | $307.9K | 0.03% | +2,438 | New |
| Beese Fulmer Investment Management, Inc. | 2,448 | $309.2K | 0.02% | +98+4.2% | Added |
| Fielder Capital Group LLC | 2,463 | $311.1K | 0.07% | +26+1.1% | Added |
| Mattson Financial Services, LLC | 2,558 | $311.2K | 0.07% | +42+1.7% | Added |
| Centerpoint Advisory Group | 2,465 | $311.4K | 0.20% | −70−2.8% | Reduced |
| Aspiriant, LLC | 2,467 | $311.6K | 0.01% | +424+20.8% | Added |
| Sigma Planning Corp | 2,468 | $311.8K | 0.01% | −206−7.7% | Reduced |
| Prosperity Consulting Group, LLC | 2,493 | $314.9K | 0.01% | +133+5.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,505 | $316.4K | 0.00% | −71−2.8% | Reduced |
| Segment Wealth Management, LLC | 2,534 | $320.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,543 | $321.2K | 0.01% | −149−5.5% | Reduced |
| KC Investment Advisors, LLC | 2,546 | $321.6K | 0.06% | +2,546 | New |
| Pallas Capital Advisors LLC | 2,563 | $323.7K | 0.01% | +372+17.0% | Added |
| GHP Investment Advisors, Inc. | 2,563 | $323.7K | 0.01% | +2,451+2,188.4% | Added |
| Brown Financial Advisors | 2,580 | $325.9K | 0.11% | +90+3.6% | Added |
| Indivisible Partners | 2,604 | $328.9K | 0.02% | +479+22.5% | Added |
| TCI Wealth Advisors, Inc. | 2,635 | $332.8K | 0.01% | −121−4.4% | Reduced |
| Seelaus Asset Management LLC | 2,650 | $334.7K | 0.24% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,666 | $336.8K | 0.01% | −155−5.5% | Reduced |
| Keystone Financial Group | 2,679 | $338.3K | 0.02% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,696 | $340.5K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,696 | $340.5K | 0.04% | +54+2.0% | Added |
| Premier Path Wealth Partners, LLC | 2,696 | $340.6K | 0.04% | +2+0.1% | Added |
| Spire Wealth Management | 2,702 | $341.3K | 0.01% | −2,436−47.4% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $342.2K | 0.06% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 2,711 | $342.4K | 0.05% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,714 | $342.8K | 0.17% | +23+0.9% | Added |
| TRUE Private Wealth Advisors | 2,725 | $344.2K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,729 | $344.7K | 0.01% | +528+24.0% | Added |
| Family Investment Center, Inc. | 2,729 | $344.7K | 0.06% | +2,729 | New |
| Dorsey Wright & Associates | 2,746 | $346.8K | 0.06% | +2,746 | New |
| Palacios Wealth Management, LLC | 2,755 | $348.0K | 0.21% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,779 | $351.0K | 0.00% | −14−0.5% | Reduced |
| Xxi Wealth, LLC | 2,784 | $351.6K | 0.16% | +278+11.1% | Added |