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 |
|---|---|---|---|---|---|
| PlanVest Financial, Inc | 476 | $60.2K | 0.04% | +1+0.2% | Added |
| Hanson & Doremus Investment Management | 475 | $60.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 450 | $56.8K | 0.03% | −450−50.0% | Reduced |
| TSFG, LLC | 440 | $56.0K | 0.01% | +440 | New |
| MeadowBrook Investment Advisors LLC | 428 | $54.1K | 0.04% | +428 | New |
| Signature Equity Partners, LLC | 421 | $53.2K | 0.02% | +1+0.2% | Added |
| Medallion Wealth Advisors, LLC | 421 | $53.2K | 0.02% | +1+0.2% | Added |
| Barrett & Company, Inc. | 400 | $50.5K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 400 | $50.5K | 0.07% | 00.0% | Unchanged |
| Bayban | 400 | $50.5K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 390 | $49.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 385 | $48.6K | 0.00% | −90−18.9% | Reduced |
| Kemnay Advisory Services Inc. | 365 | $46.1K | 0.01% | −21−5.4% | Reduced |
| Caldwell Trust Co | 363 | $45.9K | 0.00% | −362−49.9% | Reduced |
| Quent Capital, LLC | 362 | $45.7K | 0.00% | +16+4.6% | Added |
| Piscataqua Savings Bank | 353 | $44.6K | 0.03% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 344 | $43.5K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 325 | $41.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 324 | $41.0K | 0.00% | +2+0.6% | Added |
| Loomis Sayles & Co L P | 313 | $39.5K | 0.00% | −166−34.7% | Reduced |
| PFS Partners, LLC | 300 | $37.9K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 300 | $37.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 300 | $37.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $37.9K | 0.00% | +300 | New |
| Rossby Financial, LCC | 292 | $36.9K | 0.01% | −2−0.7% | Reduced |
| Southern Michigan Bank & Trust | 286 | $36.1K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 284 | $35.9K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 284 | $35.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 283 | $35.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 283 | $35.7K | 0.01% | +231+444.2% | Added |
| West Branch Capital LLC | 275 | $34.7K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 285 | $34.4K | 0.01% | +271+1,935.7% | Added |
| IMG Wealth Management, Inc. | 269 | $34.0K | 0.02% | +8+3.1% | Added |
| Markowski Investments | 267 | $33.7K | 0.01% | +267 | New |
| Osbon Capital Management LLC | 266 | $33.6K | 0.03% | +105+65.2% | Added |
| Highline Wealth Partners LLC | 264 | $33.3K | 0.01% | −10,239−97.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 250 | $31.6K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 249 | $31.5K | 0.00% | +249 | New |
| Vision Retirement, LLC | 247 | $31.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 245 | $31.0K | 0.00% | +1+0.4% | Added |
| Sawyer & Company, Inc | 240 | $30.3K | 0.01% | −355−59.7% | Reduced |
| First Command Advisory Services, Inc. | 237 | $30.1K | 0.00% | −980−80.5% | Reduced |
| Private Wealth Asset Management, LLC | 237 | $29.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 236 | $29.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 229 | $28.9K | 0.01% | −41−15.2% | Reduced |
| Godfrey Financial Associates, Inc. | 229 | $28.9K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 228 | $28.8K | 0.01% | +5+2.2% | Added |
| Community Bank, N.A. | 223 | $28.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 213 | $26.9K | 0.00% | +17+8.7% | Added |
| Meeder Asset Management Inc | 210 | $26.5K | 0.00% | +210 | New |
| North Star Investment Management Corp. | 209 | $26.4K | 0.00% | −100−32.4% | Reduced |
| Farmers & Merchants Investments Inc | 206 | $26.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 205 | $25.9K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 205 | $25.9K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 203 | $25.6K | 0.00% | +8+4.1% | Added |
| Coston, McIsaac & Partners | 192 | $24.0K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 176 | $22.2K | 0.01% | +176 | New |
| Salomon & Ludwin, LLC | 180 | $21.9K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 213 | $21.8K | 0.02% | +213 | New |
| Trust Co of Toledo NA | 172 | $21.7K | 0.00% | +172 | New |
| Cornerstone Planning Group LLC | 174 | $21.6K | 0.00% | −8−4.4% | Reduced |
| Chesapeake Asset Management LLC | 170 | $21.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 154 | $19.5K | 0.01% | +1+0.7% | Added |
| First National Bank | 139 | $17.6K | 0.01% | +139 | New |
| Park Place Capital Corp | 135 | $17.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 128 | $16.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 125 | $15.8K | 0.00% | −271−68.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 123 | $15.6K | 0.00% | −235−65.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 123 | $15.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 121 | $15.4K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 120 | $15.2K | 0.01% | −27−18.4% | Reduced |
| Sachetta, LLC | 118 | $14.9K | 0.01% | +13+12.4% | Added |
| Mosley Wealth Management | 114 | $14.4K | 0.00% | −25−18.0% | Reduced |
| MCF Advisors LLC | 113 | $14.3K | 0.00% | −11−8.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 113 | $14.3K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 113 | $14.3K | 0.00% | +42+59.2% | Added |
| Transamerica Financial Advisors, Inc. | 111 | $14.2K | 0.00% | +13+13.3% | Added |
| MV Capital Management, Inc. | 110 | $13.9K | 0.00% | −50−31.3% | Reduced |
| JPL Wealth Management, LLC | 108 | $13.6K | 0.00% | +39+56.5% | Added |
| Tounjian Advisory Partners, LLC | 107 | $13.6K | 0.01% | +107 | New |
| IFG Advisory, LLC | 107 | $13.6K | 0.00% | +107 | New |
| Kayne Anderson Rudnick Investment Management LLC | 104 | $13.1K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 102 | $12.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 100 | $12.6K | 0.01% | +57+132.6% | Added |
| Covestor Ltd | 95 | $12.0K | 0.01% | +1+1.1% | Added |
| Westside Investment Management, Inc. | 92 | $11.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 91 | $11.5K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 84 | $10.6K | 0.00% | +10+13.5% | Added |
| Bruce G. Allen Investments, LLC | 82 | $10.4K | 0.01% | +8+10.8% | Added |
| J.Safra Asset Management Corp | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 80 | $10.1K | 0.00% | +80 | New |
| Horizon Financial Services, LLC | 78 | $9.85K | 0.00% | +21+36.8% | Added |
| Basepoint Wealth LLC | 77 | $9.73K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 73 | $9.22K | 0.00% | −400−84.6% | Reduced |
| Grove Bank & Trust | 70 | $8.84K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 70 | $8.84K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 66 | $8.40K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 66 | $8.34K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 66 | $8.34K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 61 | $7.71K | 0.00% | −121−66.5% | Reduced |