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 6 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 |
|---|---|---|---|---|---|
| Integrity Alliance, LLC. | 4,015 | $507.2K | 0.02% | −52−1.3% | Reduced |
| Axis Wealth Partners, LLC | 4,049 | $511.4K | 0.25% | +20.0% | Added |
| GF Fund Management Co. Ltd. | 4,051 | $511.7K | 0.01% | −413−9.3% | Reduced |
| MONECO Advisors, LLC | 4,056 | $512.3K | 0.03% | +4,056 | New |
| Ausdal Financial Partners, Inc. | 4,070 | $514.0K | 0.02% | +361+9.7% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $516.0K | 0.23% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,097 | $517.5K | 0.10% | +24+0.6% | Added |
| Stratos Wealth Partners, LTD. | 4,122 | $520.7K | 0.01% | −65−1.6% | Reduced |
| Wedmont Private Capital | 4,288 | $521.0K | 0.01% | +654+18.0% | Added |
| Algert Global LLC | 4,130 | $521.7K | 0.01% | +4,130 | New |
| Fiduciary Family Office, LLC | 4,132 | $521.9K | 0.13% | −104−2.5% | Reduced |
| AlphaGrep UK Ltd | 4,136 | $522.4K | 0.16% | −474−10.3% | Reduced |
| Alpine Global Management, LLC | 4,150 | $524.2K | 0.09% | +4,150 | New |
| Cornerstone Wealth Management, LLC | 4,152 | $524.4K | 0.02% | +10.0% | Added |
| Howland Capital Management LLC | 4,150 | $525.7K | 0.02% | +3+0.1% | Added |
| Parkside Financial Bank & Trust | 4,184 | $528.5K | 0.04% | +2,685+179.1% | Added |
| Hancock Whitney Corp | 4,202 | $530.8K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,210 | $531.8K | 0.00% | −1,296−23.5% | Reduced |
| Hilton Head Capital Partners, LLC | 4,212 | $532.0K | 0.27% | +92+2.2% | Added |
| Advisors Management Group Inc | 4,231 | $534.0K | 0.09% | −74−1.7% | Reduced |
| Stephens Inc | 4,263 | $538.5K | 0.01% | +624+17.1% | Added |
| Kingsview Wealth Management, LLC | 4,265 | $538.7K | 0.01% | −2,161−33.6% | Reduced |
| Miracle Mile Advisors, LLC | 4,275 | $539.9K | 0.01% | +696+19.4% | Added |
| BCO Wealth Management LLC | 4,275 | $540.0K | 0.29% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,276 | $540.2K | 0.01% | +528+14.1% | Added |
| Group One Trading, L.P. | 4,281 | $540.7K | 0.02% | −870−16.9% | Reduced |
| Augustine Asset Management Inc | 4,297 | $542.8K | 0.11% | −315−6.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,366 | $551.5K | 0.13% | 00.0% | Unchanged |
| GTS Securities LLC | 4,367 | $551.6K | 0.01% | −2,963−40.4% | Reduced |
| Advisory Alpha, LLC | 4,372 | $552.4K | 0.01% | +296+7.3% | Added |
| Cornerstone Wealth Group, LLC | 4,419 | $558.1K | 0.03% | +221+5.3% | Added |
| Essex Savings Bank | 4,447 | $561.7K | 0.12% | +16+0.4% | Added |
| Atalanta Sosnoff Capital, LLC | 4,501 | $568.5K | 0.01% | −571−11.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,507 | $569.3K | 0.15% | +511+12.8% | Added |
| Altshuler Shaham Ltd | 15,315 | $571.2K | 0.01% | +15,315 | New |
| Bryn Mawr Trust Co | 4,535 | $572.8K | 0.01% | +32+0.7% | Added |
| RMB Capital Management, LLC | 4,573 | $579.7K | 0.01% | +6+0.1% | Added |
| Havemeyer Place LP | 4,605 | $581.7K | 0.06% | −10,472−69.5% | Reduced |
| Mission Wealth Management, LP | 4,657 | $588.3K | 0.01% | +1,709+58.0% | Added |
| Kapstone Financial Advisors LLC | 4,676 | $590.6K | 0.25% | −276−5.6% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $592.6K | 0.13% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 4,753 | $600.4K | 0.00% | +4,753 | New |
| Smith Asset Management Co., LLC | 4,756 | $600.7K | 0.47% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,757 | $600.9K | 0.03% | −197−4.0% | Reduced |
| Fox Run Management, L.L.C. | 4,774 | $603.0K | 0.10% | −9,964−67.6% | Reduced |
| Bull Harbor Capital LLC | 4,783 | $604.1K | 0.12% | +1,276+36.4% | Added |
| Stonebridge Financial Group, LLC | 4,824 | $613.0K | 0.08% | +4,824 | New |
| Aspen Investment Management Inc | 4,891 | $618.0K | 0.17% | +395+8.8% | Added |
| Perfromance Wealth Partners, LLC | 4,953 | $625.6K | 0.02% | +12+0.2% | Added |
| Resources Investment Advisors, LLC. | 4,979 | $628.9K | 0.01% | +241+5.1% | Added |
| Great Valley Advisor Group, Inc. | 5,004 | $632.4K | 0.01% | +1,551+44.9% | Added |
| ASR Vermogensbeheer N.V. | 5,011 | $632.9K | 0.01% | −56,914−91.9% | Reduced |
| NorthStar Asset Management LLC | 5,015 | $633.4K | 0.26% | 00.0% | Unchanged |
| JB Capital LLC | 5,016 | $633.6K | 0.02% | +390+8.4% | Added |
| NorthCrest Asset Manangement, LLC | 5,304 | $633.8K | 0.02% | +1,191+29.0% | Added |
| Frec Markets, Inc. | 5,034 | $635.8K | 0.06% | +1,572+45.4% | Added |
| AlphaCore Capital LLC | 5,008 | $636.8K | 0.01% | +2,825+129.4% | Added |
| Prudential PLC | 5,066 | $639.9K | 0.00% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 5,033 | $640.1K | 0.04% | −872−14.8% | Reduced |
| Welch Group, LLC | 5,069 | $640.3K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5,070 | $640.4K | 0.02% | +1,170+30.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,075 | $641.0K | 0.01% | +1,295+34.3% | Added |
| M&G Plc | 5,193 | $654.3K | 0.00% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 5,190 | $655.5K | 0.59% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,201 | $656.9K | 0.02% | +395+8.2% | Added |
| Brookfield Asset Management Inc. | 5,262 | $664.6K | 0.00% | −182,993−97.2% | Reduced |
| Assetmark, Inc | 5,274 | $666.1K | 0.00% | +861+19.5% | Added |
| Radnor Capital Management, LLC | 5,279 | $666.8K | 0.09% | +5,279 | New |
| Guggenheim Capital LLC | 5,334 | $673.7K | 0.00% | +619+13.1% | Added |
| EntryPoint Capital, LLC | 5,341 | $674.6K | 0.16% | −2,478−31.7% | Reduced |
| Financial Management Professionals, Inc. | 5,349 | $680.3K | 0.06% | +12+0.2% | Added |
| Independence Bank of Kentucky | 5,399 | $681.9K | 0.08% | −725−11.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,417 | $684.2K | 0.02% | −13,760−71.8% | Reduced |
| Somerset Trust Co | 5,428 | $685.6K | 0.19% | −247−4.4% | Reduced |
| Allied Private Wealth LLC | 5,945 | $686.5K | 0.44% | +5,945 | New |
| Garden State Investment Advisory Services LLC | 5,425 | $689.7K | 0.14% | +5,425 | New |
| Destination Wealth Management | 5,473 | $691.3K | 0.02% | +287+5.5% | Added |
| West Wealth Group, LLC | 5,479 | $692.2K | 0.11% | −386−6.6% | Reduced |
| CX Institutional | 5,489 | $693.0K | 0.02% | −404−6.9% | Reduced |
| WealthCare Asset Management, LLC | 5,512 | $696.1K | 0.29% | +2,455+80.3% | Added |
| Engineers Gate Manager LP | 5,614 | $709.1K | 0.01% | −60,780−91.5% | Reduced |
| Vise Technologies, Inc. | 5,615 | $709.3K | 0.01% | +2,345+71.7% | Added |
| Ballentine Partners, LLC | 5,709 | $721.1K | 0.01% | −134−2.3% | Reduced |
| Keybank National Association | 5,723 | $722.9K | 0.00% | +1,785+45.3% | Added |
| Sivia Capital Partners, LLC | 5,750 | $726.3K | 0.09% | +1,641+39.9% | Added |
| Equitable Holdings, Inc. | 5,770 | $728.9K | 0.00% | +1,219+26.8% | Added |
| Archer Investment Corp | 5,800 | $732.6K | 0.14% | −2,000−25.6% | Reduced |
| Oppenheimer & Co Inc | 5,828 | $736.1K | 0.01% | +82+1.4% | Added |
| Pinnacle Family Advisors, LLC | 5,866 | $740.9K | 0.31% | −14−0.2% | Reduced |
| Harbour Investments, Inc. | 5,905 | $745.9K | 0.01% | −269−4.4% | Reduced |
| Columbia Asset Management | 5,912 | $746.7K | 0.13% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,925 | $748.4K | 0.04% | −2,688−31.2% | Reduced |
| Estabrook Capital Management | 5,962 | $753.1K | 0.10% | +937+18.6% | Added |
| Summit Financial, LLC | 5,976 | $760.1K | 0.01% | −404−6.3% | Reduced |
| Sheets Smith Wealth Management | 6,025 | $761.0K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,157 | $777.7K | 0.01% | +37+0.6% | Added |
| Cresset Asset Management, LLC | 6,190 | $788.0K | 0.00% | −1,735−21.9% | Reduced |
| Essex Financial Services, Inc. | 6,272 | $792.2K | 0.04% | +102+1.7% | Added |
| Rothschild Investment LLC | 6,279 | $793.1K | 0.03% | +3,402+118.2% | Added |
| Canada Post Corp Registered Pension Plan | 6,457 | $815.6K | 0.03% | 00.0% | Unchanged |