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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 1,784 | $225.3K | 0.01% | +1,784 | New |
| Catalyst Financial Partners LLC | 1,764 | $222.8K | 0.02% | +1,764 | New |
| Knightsbridge Asset Management, LLC | 1,754 | $221.5K | 0.03% | +1,754 | New |
| Deseret Mutual Benefit Administrators | 1,747 | $220.7K | 0.07% | −346−16.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,724 | $217.8K | 0.01% | +1,724 | New |
| Arrowstreet Capital, Limited Partnership | 1,722 | $217.5K | 0.00% | +1,722 | New |
| Channel Wealth LLC | 1,719 | $217.1K | 0.05% | +1,719 | New |
| Plato Investment Management Ltd | 1,725 | $216.6K | 0.01% | +1,725 | New |
| SHP Wealth Management | 1,708 | $215.7K | 0.01% | +28+1.7% | Added |
| Caerus Investment Advisors, LLC | 1,704 | $215.2K | 0.07% | +1,704 | New |
| NVWM, LLC | 1,700 | $214.8K | 0.04% | +1+0.1% | Added |
| Citizens Business Bank | 1,699 | $214.6K | 0.03% | −500−22.7% | Reduced |
| Smartleaf Asset Management LLC | 1,650 | $214.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,693 | $213.8K | 0.04% | −1,844−52.1% | Reduced |
| Portside Wealth Group, LLC | 1,692 | $213.7K | 0.02% | +1,692 | New |
| Capstone Wealth Management, LLC | 1,676 | $211.7K | 0.10% | +1,676 | New |
| Beck Mack & Oliver LLC | 1,674 | $211.4K | 0.00% | +1,674 | New |
| Optas, LLC | 1,671 | $211.1K | 0.03% | −1,079−39.2% | Reduced |
| Second Line Capital, LLC | 1,657 | $210.7K | 0.04% | −4−0.2% | Reduced |
| Dimension Capital Management LLC | 1,663 | $210.1K | 0.02% | +1,663 | New |
| Penobscot Investment Management Company, Inc. | 1,660 | $209.7K | 0.01% | +1,660 | New |
| Commerzbank Aktiengesellschaft | 1,658 | $209.0K | 0.00% | −1,100−39.9% | Reduced |
| Richmond Investment Services, LLC | 1,640 | $207.1K | 0.07% | −1,691−50.8% | Reduced |
| Foundations Investment Advisors, LLC | 1,640 | $207.1K | 0.00% | +1,640 | New |
| Busey Wealth Management | 1,638 | $206.9K | 0.01% | +1,638 | New |
| Renasant Bank | 1,638 | $206.9K | 0.13% | +1,638 | New |
| BIP Wealth, LLC | 1,626 | $205.4K | 0.01% | +1,626 | New |
| Naples Global Advisors, LLC | 1,611 | $203.5K | 0.01% | +1,611 | New |
| Clear Creek Financial Management, LLC | 1,609 | $203.2K | 0.01% | +1,609 | New |
| 71 West Capital Partners | 1,606 | $202.9K | 0.01% | +1,606 | New |
| Bradley Foster & Sargent Inc | 1,596 | $201.6K | 0.00% | +1,596 | New |
| L2 Asset Management, LLC | 1,591 | $201.0K | 0.02% | +1,591 | New |
| Muzinich & Co., Inc. | 1,567 | $197.9K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $189.5K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 1,600 | $186.2K | 0.00% | +103+6.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $185.5K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,466 | $185.1K | 0.02% | +1,466 | New |
| Wealth Enhancement Trust Services, Inc. | 1,461 | $184.5K | 0.02% | +154+11.8% | Added |
| Ritholtz Wealth Management | 1,455 | $183.8K | 0.00% | +1,455 | New |
| Aberdeen Wealth Management LLC | 1,421 | $179.5K | 0.09% | −1,224−46.3% | Reduced |
| S-Bank Fund Management Ltd | 1,413 | $178.5K | 0.02% | +1,413 | New |
| Hantz Financial Services, Inc. | 1,409 | $178.0K | 0.00% | +234+19.9% | Added |
| Camden Capital, LLC | 1,407 | $177.7K | 0.01% | +447+46.6% | Added |
| Umb Bank N A | 1,372 | $173.3K | 0.00% | +23+1.7% | Added |
| Basecamp Wealth Advisors LLC | 1,351 | $170.6K | 0.03% | +37+2.8% | Added |
| Los Angeles Capital Management LLC | 1,348 | $170.3K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,324 | $167.3K | 0.07% | +10+0.8% | Added |
| Keating Financial Advisory Services, Inc. | 1,297 | $163.8K | 0.02% | −250−16.2% | Reduced |
| Silvant Capital Management LLC | 1,292 | $163.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 1,254 | $158.4K | 0.02% | −23−1.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,234 | $155.9K | 0.02% | −10−0.8% | Reduced |
| Toth Financial Advisory Corp | 1,229 | $155.2K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,206 | $152.3K | 0.00% | −118−8.9% | Reduced |
| Lavaca Capital LLC | 1,149 | $145.1K | 0.02% | −60−5.0% | Reduced |
| True Wealth Design, LLC | 1,140 | $144.0K | 0.03% | +91+8.7% | Added |
| Cromwell Holdings LLC | 1,048 | $133.3K | 0.06% | +49+4.9% | Added |
| Sittner & Nelson, LLC | 1,026 | $129.6K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,023 | $129.0K | 0.00% | +463+82.7% | Added |
| Kozak & Associates, Inc. | 1,000 | $121.9K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 910 | $114.9K | 0.02% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 905 | $114.3K | 0.04% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 875 | $110.5K | 0.02% | +375+75.0% | Added |
| Parvin Asset Management, LLC | 820 | $103.6K | 0.08% | 00.0% | Unchanged |
| Franchise GP Ltd | 815 | $102.9K | 0.05% | +360+79.1% | Added |
| Onefund, LLC | 812 | $102.6K | 0.06% | −1−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 788 | $99.5K | 0.02% | −2−0.3% | Reduced |
| JFS Wealth Advisors, LLC | 783 | $98.9K | 0.00% | +62+8.6% | Added |
| Proffitt & Goodson Inc | 742 | $93.7K | 0.01% | +38+5.4% | Added |
| Eastern Bank | 735 | $92.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 713 | $90.1K | 0.02% | −35−4.7% | Reduced |
| First Horizon Corp | 700 | $88.4K | 0.00% | +40+6.1% | Added |
| 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 |
| Avion Wealth | 683 | $86.0K | 0.02% | +28+4.3% | Added |
| UMA Financial Services, Inc. | 678 | $85.7K | 0.01% | +21+3.2% | Added |
| Cary Street Partner Investment Advisory LLC | 666 | $84.1K | 0.02% | +193+40.8% | Added |
| Zions Bancorporation, National Association | 662 | $83.6K | 0.01% | +98+17.4% | Added |
| CVA Family Office, LLC | 660 | $83.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 656 | $82.9K | 0.01% | +1+0.2% | Added |
| Dunhill Financial, LLC | 652 | $82.4K | 0.02% | −78−10.7% | Reduced |
| Entrust Financial LLC | 649 | $82.0K | 0.05% | +6+0.9% | Added |
| Harbor Investment Advisory, LLC | 632 | $79.8K | 0.01% | +632 | New |
| Financial Avengers, Inc. | 623 | $78.7K | 0.03% | +5+0.8% | Added |
| Crewe Advisors LLC | 622 | $78.6K | 0.01% | +98+18.7% | Added |
| Caitlin John, LLC | 595 | $75.3K | 0.04% | −8−1.3% | Reduced |
| Vision Financial Markets LLC | 600 | $73.1K | 0.06% | 00.0% | Unchanged |
| Clear Street Markets LLC | 575 | $72.6K | 0.01% | +526+1,073.5% | Added |
| Central Trust Co | 569 | $71.9K | 0.00% | +1+0.2% | Added |
| Global X Japan Co., Ltd. | 549 | $69.3K | 0.00% | −136−19.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 525 | $66.3K | 0.00% | +175+50.0% | Added |
| Compass Financial Management LLC | 527 | $66.2K | 0.01% | +527 | New |
| Hoey Investments, Inc | 505 | $63.8K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 503 | $63.5K | 0.01% | +503 | New |
| Whittier Trust Co of Nevada Inc | 547 | $63.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 500 | $63.2K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 499 | $63.0K | 0.01% | +10+2.0% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $63.0K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 492 | $62.1K | 0.04% | +75+18.0% | Added |
| Manchester Capital Management LLC | 491 | $62.0K | 0.01% | +55+12.6% | Added |
| AdvisorNet Financial, Inc | 490 | $61.9K | 0.00% | +1+0.2% | Added |