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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 2,791 | $352.5K | 0.01% | −2,695−49.1% | Reduced |
| Nwam LLC | 2,793 | $352.8K | 0.02% | +10+0.4% | Added |
| Jordan Park Group LLC | 2,803 | $354.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,808 | $355.0K | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,812 | $355.1K | 0.02% | +508+22.0% | Added |
| American Institute for Advanced Investment Management, LLP | 2,815 | $355.6K | 0.21% | +25+0.9% | Added |
| IMA Wealth, Inc. | 2,804 | $356.6K | 0.02% | +17+0.6% | Added |
| Gladstone Institutional Advisory LLC | 2,826 | $357.0K | 0.01% | +2,826 | New |
| Boston Private Wealth LLC | 2,842 | $359.0K | 0.02% | +20+0.7% | Added |
| Keebeck Wealth Management, LLC | 2,824 | $359.1K | 0.04% | +741+35.6% | Added |
| Southland Equity Partners LLC | 2,857 | $360.9K | 0.06% | −10−0.3% | Reduced |
| Beaumont Financial Advisors, LLC | 2,858 | $361.0K | 0.02% | +5+0.2% | Added |
| AlphaStar Capital Management, LLC | 2,860 | $361.3K | 0.02% | +194+7.3% | Added |
| BTC Capital Management, Inc. | 2,861 | $361.4K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,882 | $364.0K | 0.34% | +406+16.4% | Added |
| EverSource Wealth Advisors, LLC | 2,884 | $364.2K | 0.01% | +88+3.1% | Added |
| Savvy Advisors, Inc. | 2,891 | $365.2K | 0.01% | +89+3.2% | Added |
| Change Path, LLC | 2,902 | $366.6K | 0.01% | +2,902 | New |
| Advisor OS, LLC | 2,915 | $368.2K | 0.02% | +192+7.1% | Added |
| Relyea Zuckerberg Hanson LLC | 2,920 | $368.9K | 0.03% | −5−0.2% | Reduced |
| Amplius Wealth Advisors, LLC | 2,954 | $373.1K | 0.03% | +2,954 | New |
| Quest Investment Management LLC | 2,958 | $373.7K | 0.04% | −1,479−33.3% | Reduced |
| Clearstead Advisors, LLC | 2,969 | $375.0K | 0.00% | −1,609−35.1% | Reduced |
| James Hambro & Partners | 2,972 | $375.3K | 0.01% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,995 | $378.3K | 0.10% | +47+1.6% | Added |
| Clean Yield Group | 3,000 | $378.9K | 0.09% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,000 | $378.9K | 0.25% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,016 | $381.0K | 0.01% | +3,016 | New |
| Sentinus, LLC | 3,022 | $381.7K | 0.03% | +692+29.7% | Added |
| Montag A & Associates Inc | 3,019 | $383.5K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,037 | $383.6K | 0.03% | +722+31.2% | Added |
| Onyx Bridge Wealth Group LLC | 3,061 | $387.0K | 0.03% | +81+2.7% | Added |
| Integrated Advisors Network LLC | 3,078 | $388.8K | 0.02% | −151−4.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,078 | $388.8K | 0.01% | +90+3.0% | Added |
| Gateway Investment Advisers LLC | 3,079 | $388.9K | 0.00% | −478−13.4% | Reduced |
| Aew Capital Management L P | 3,100 | $391.6K | 0.02% | +3,100 | New |
| Parcion Private Wealth LLC | 3,108 | $392.6K | 0.02% | +442+16.6% | Added |
| Fortitude Family Office, LLC | 3,112 | $393.1K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,182 | $394.9K | 0.02% | +41+1.3% | Added |
| Sovereign Financial Group, Inc. | 3,148 | $397.6K | 0.06% | −79−2.4% | Reduced |
| Diversified Enterprises, LLC | 3,157 | $398.8K | 0.02% | +104+3.4% | Added |
| Symphony Financial, Ltd. Co. | 3,103 | $401.1K | 0.04% | +55+1.8% | Added |
| Ellevest, Inc. | 3,204 | $401.7K | 0.05% | −393−10.9% | Reduced |
| Coastal Bridge Advisors, LLC | 3,181 | $401.8K | 0.02% | −120−3.6% | Reduced |
| Fortis Capital Management LLC | 3,196 | $403.7K | 0.05% | +73+2.3% | Added |
| Perennial Investment Advisors, LLC | 3,198 | $404.0K | 0.03% | +30+0.9% | Added |
| E&G Advisors, LP | 3,200 | $404.2K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,213 | $406.0K | 0.02% | −70−2.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,231 | $408.2K | 0.09% | +3,231 | New |
| Wealthspire Advisors, LLC | 3,233 | $408.4K | 0.00% | −1,051−24.5% | Reduced |
| Mather Group, LLC. | 3,274 | $413.5K | 0.00% | +180+5.8% | Added |
| Pinnacle Financial Partners, Inc. | 3,277 | $414.0K | 0.00% | +73+2.3% | Added |
| Sagespring Wealth Partners, LLC | 3,282 | $414.6K | 0.01% | −404−11.0% | Reduced |
| Cetera Trust Company, N.A | 3,285 | $414.9K | 0.21% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 3,284 | $415.0K | 0.66% | +3,284 | New |
| American Investment Services, Inc. | 3,304 | $417.3K | 0.09% | 00.0% | Unchanged |
| Davis R M Inc | 3,318 | $419.1K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,364 | $424.9K | 0.01% | +101+3.1% | Added |
| La Banque Postale Asset Management SA | 3,392 | $428.4K | 0.00% | −1,482−30.4% | Reduced |
| Fort Point Capital Partners LLC | 3,390 | $431.1K | 0.05% | −73−2.1% | Reduced |
| Pathway Financial Advisers, LLC | 3,447 | $435.4K | 0.11% | +10+0.3% | Added |
| Fulton Bank, N.A. | 3,448 | $435.5K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,458 | $436.8K | 0.00% | +667+23.9% | Added |
| Philadelphia Trust Co | 3,500 | $442.0K | 0.03% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,500 | $442.1K | 0.16% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,513 | $443.7K | 0.01% | +623+21.6% | Added |
| Natural Investments, LLC | 3,569 | $450.0K | 0.10% | −540−13.1% | Reduced |
| Armor Investment Advisors, LLC | 3,573 | $451.3K | 0.14% | −200−5.3% | Reduced |
| Atlas Capital Advisors LLC | 3,575 | $451.6K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,579 | $452.0K | 0.02% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 3,582 | $452.5K | 0.04% | +2+0.1% | Added |
| Curbstone Financial Management Corp | 3,590 | $453.5K | 0.08% | +3,590 | New |
| Meeder Advisory Services, Inc. | 3,590 | $453.5K | 0.02% | −151−4.0% | Reduced |
| Blue Rock Wealth Management LLC | 3,600 | $454.7K | 0.25% | 00.0% | Unchanged |
| Putney Financial Group LLC | 3,609 | $455.9K | 0.41% | −50−1.4% | Reduced |
| Dakota Wealth Management | 3,628 | $458.3K | 0.01% | +7+0.2% | Added |
| Moneta Group Investment Advisors LLC | 3,632 | $458.7K | 0.00% | +3,632 | New |
| Simplicity Wealth,LLC | 3,648 | $460.7K | 0.02% | −1,849−33.6% | Reduced |
| Park National Corp | 3,656 | $461.8K | 0.01% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,672 | $463.9K | 0.08% | +30+0.8% | Added |
| Krilogy Financial LLC | 3,686 | $465.6K | 0.01% | −199−5.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,713 | $469.0K | 0.01% | +122+3.4% | Added |
| Significant Wealth Partners LLC | 3,741 | $472.5K | 0.51% | +48+1.3% | Added |
| Hilltop Holdings Inc. | 3,776 | $476.9K | 0.04% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 3,783 | $477.8K | 0.03% | −234−5.8% | Reduced |
| International Assets Investment Management, LLC | 3,936 | $479.8K | 0.03% | −147−3.6% | Reduced |
| Compass Capital Management, Inc | 3,800 | $480.0K | 0.03% | +3,800 | New |
| Ledgewood Wealth Advisors, LLC | 3,806 | $480.7K | 0.26% | 00.0% | Unchanged |
| FJ Capital Management LLC | 3,814 | $481.7K | 0.06% | +3,814 | New |
| StoneX Group Inc. | 3,804 | $482.5K | 0.02% | +3,804 | New |
| Continuum Advisory, LLC | 3,820 | $482.5K | 0.04% | +410+12.0% | Added |
| Advisory Advocates, LLC | 3,870 | $488.8K | 0.42% | −380−8.9% | Reduced |
| Parallel Advisors, LLC | 3,879 | $490.0K | 0.01% | +22+0.6% | Added |
| Waddell & Associates, LLC | 3,889 | $491.2K | 0.02% | −219−5.3% | Reduced |
| Profund Advisors LLC | 3,892 | $491.6K | 0.01% | −18−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 3,894 | $491.9K | 0.03% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 3,907 | $493.5K | 0.03% | +172+4.6% | Added |
| Csenge Advisory Group | 3,926 | $495.9K | 0.02% | −111−2.7% | Reduced |
| Fisher Asset Management, LLC | 3,946 | $498.4K | 0.00% | +464+13.3% | Added |
| Walleye Trading LLC | 3,949 | $498.8K | 0.01% | −9,031−69.6% | Reduced |