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 |
|---|---|---|---|---|---|
| Capital Financial Group Inc | 15,979 | $2.02M | 1.06% | −1,493−8.5% | Reduced |
| HB Wealth Management, LLC | 15,577 | $1.97M | 0.01% | +171+1.1% | Added |
| Inspire Trust Co, N.A. | 15,500 | $1.96M | 0.27% | −2,059−11.7% | Reduced |
| Royal Fund Management, LLC | 15,471 | $1.95M | 0.16% | −178−1.1% | Reduced |
| Wolverine Asset Management LLC | 15,432 | $1.95M | 0.03% | −2,500−13.9% | Reduced |
| Kestra Private Wealth Services, LLC | 15,295 | $1.93M | 0.02% | +142+0.9% | Added |
| King Luther Capital Management Corp | 15,262 | $1.93M | 0.01% | −40−0.3% | Reduced |
| Louisiana State Employees Retirement System | 15,200 | $1.92M | 0.03% | +100+0.7% | Added |
| Snowden Capital Advisors LLC | 15,052 | $1.91M | 0.05% | −782−4.9% | Reduced |
| Trust Investment Advisors | 15,117 | $1.91M | 0.91% | +1,162+8.3% | Added |
| Atomi Financial Group, Inc. | 14,936 | $1.89M | 0.05% | +3,969+36.2% | Added |
| Empowered Funds, LLC | 14,840 | $1.87M | 0.01% | −8,242−35.7% | Reduced |
| Farther Finance Advisors, LLC | 14,689 | $1.86M | 0.01% | +4,161+39.5% | Added |
| New Mexico Educational Retirement Board | 14,640 | $1.85M | 0.05% | +800+5.8% | Added |
| Kessler Investment Group, LLC | 14,594 | $1.84M | 0.79% | −63−0.4% | Reduced |
| One Charles Private Wealth Services, LLC | 14,538 | $1.84M | 0.42% | −437−2.9% | Reduced |
| XTX Topco Ltd | 14,433 | $1.82M | 0.02% | −11,032−43.3% | Reduced |
| Squarepoint Ops LLC | 14,389 | $1.82M | 0.00% | −67,251−82.4% | Reduced |
| Courier Capital LLC | 14,204 | $1.79M | 0.09% | −3,817−21.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,195 | $1.79M | 0.09% | +130+0.9% | Added |
| Agf Management Ltd | 14,122 | $1.78M | 0.01% | +1,759+14.2% | Added |
| Oppenheimer Asset Management Inc. | 13,925 | $1.76M | 0.02% | −5,533−28.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,850 | $1.75M | 0.04% | −905−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 13,845 | $1.75M | 0.01% | +2,628+23.4% | Added |
| DRW Securities, LLC | 13,727 | $1.73M | 0.10% | −2,687−16.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,700 | $1.73M | 0.21% | +3,500+34.3% | Added |
| B&I Capital AG | 13,535 | $1.71M | 3.77% | −102,932−88.4% | Reduced |
| Texas Yale Capital Corp. | 13,505 | $1.71M | 0.04% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 13,687 | $1.68M | 0.02% | +4,963+56.9% | Added |
| Crestwood Advisors Group LLC | 13,246 | $1.67M | 0.02% | +986+8.0% | Added |
| Tokio Marine Asset Management Co Ltd | 13,058 | $1.65M | 0.05% | +191+1.5% | Added |
| DoubleLine ETF Adviser LP | 13,042 | $1.65M | 0.68% | −2,239−14.7% | Reduced |
| Tema ETFs LLC | 12,940 | $1.63M | 0.05% | +1,160+9.8% | Added |
| Dockside LLC | 12,932 | $1.63M | 0.38% | +12,932 | New |
| Comprehensive Money Management Services LLC | 12,851 | $1.62M | 1.02% | +311+2.5% | Added |
| Wiregrass Investment Management LLC | 12,760 | $1.61M | 1.10% | +32+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,754 | $1.61M | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 12,526 | $1.58M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,457 | $1.57M | 0.02% | +101+0.8% | Added |
| Sequoia Financial Advisors, LLC | 12,408 | $1.57M | 0.01% | +1,944+18.6% | Added |
| Principal Securities, Inc. | 12,392 | $1.57M | 0.02% | −787−6.0% | Reduced |
| Chicago Partners Investment Group LLC | 12,489 | $1.56M | 0.03% | +1,796+16.8% | Added |
| Chesley Taft & Associates LLC | 12,299 | $1.55M | 0.06% | +62+0.5% | Added |
| Reik & Co., LLC | 12,280 | $1.55M | 0.40% | −200−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 14,939 | $1.55M | 0.03% | −1,346−8.3% | Reduced |
| Delta Capital Management LLC | 12,060 | $1.52M | 0.70% | +450+3.9% | Added |
| Assenagon Asset Management S.A. | 12,024 | $1.52M | 0.00% | −26−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 12,009 | $1.52M | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 11,927 | $1.52M | 0.05% | +40.0% | Added |
| Ossiam | 11,969 | $1.51M | 0.02% | −1,185−9.0% | Reduced |
| RSM US Wealth Management LLC | 11,860 | $1.51M | 0.02% | −764−6.1% | Reduced |
| Widmann Financial Services, Inc. | 11,925 | $1.51M | 0.81% | −200−1.6% | Reduced |
| Abbot Financial Management, Inc. | 11,877 | $1.50M | 0.55% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,861 | $1.50M | 0.01% | +2,748+30.2% | Added |
| J.M. Arbour, LLC | 11,707 | $1.48M | 1.27% | +1,106+10.4% | Added |
| MUFG Securities EMEA plc | 11,645 | $1.47M | 0.02% | −477−3.9% | Reduced |
| Truvestments Capital LLC | 11,617 | $1.47M | 0.22% | +923+8.6% | Added |
| Creative Financial Designs Inc | 11,573 | $1.46M | 0.07% | +1,694+17.1% | Added |
| Roman Butler Fullerton & Co | 11,826 | $1.45M | 0.35% | −504−4.1% | Reduced |
| Cary Street Partners Financial LLC | 11,443 | $1.45M | 0.03% | +139+1.2% | Added |
| Oddo BHF Asset Management SAS | 11,367 | $1.44M | 0.07% | +2,184+23.8% | Added |
| Brighton Jones LLC | 11,319 | $1.43M | 0.03% | +644+6.0% | Added |
| Global Retirement Partners, LLC | 11,300 | $1.43M | 0.02% | +11,300 | New |
| Banque Cantonale Vaudoise | 11,279 | $1.43M | 0.06% | −1,077−8.7% | Reduced |
| Dana Investment Advisors, Inc. | 11,252 | $1.42M | 0.04% | −584−4.9% | Reduced |
| Anchor Bay Capital, Inc. | 11,681 | $1.42M | 0.77% | +11,681 | New |
| Moody National Bank Trust Division | 11,232 | $1.42M | 0.12% | +22+0.2% | Added |
| F/M Investments LLC | 11,215 | $1.42M | 0.07% | −60−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 11,121 | $1.40M | 0.01% | +4,617+71.0% | Added |
| Kinneret Advisory, LLC | 11,038 | $1.40M | 0.11% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,103 | $1.40M | 0.03% | −1,600−12.6% | Reduced |
| Glenview Trust Co | 11,016 | $1.39M | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 11,013 | $1.39M | 0.50% | −35−0.3% | Reduced |
| Ingalls & Snyder LLC | 10,725 | $1.35M | 0.04% | −10−0.1% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $1.34M | 0.30% | 00.0% | Unchanged |
| LDR Capital Management LLC | 10,505 | $1.33M | 1.53% | −1,839−14.9% | Reduced |
| Burling Wealth Partners, LLC | 10,445 | $1.32M | 0.19% | −226−2.1% | Reduced |
| Beacon Financial Advisory LLC | 10,443 | $1.32M | 0.26% | −178−1.7% | Reduced |
| Level Four Advisory Services, LLC | 10,437 | $1.32M | 0.04% | −657−5.9% | Reduced |
| Vident Advisory, LLC | 10,352 | $1.31M | 0.01% | −430−4.0% | Reduced |
| Plimoth Trust Co LLC | 10,308 | $1.30M | 0.26% | −20−0.2% | Reduced |
| Glenmede Trust Co NA | 10,271 | $1.30M | 0.01% | −579−5.3% | Reduced |
| Union Bancaire Privee, UBP SA | 13,432 | $1.29M | 0.02% | +13,432 | New |
| Savant Capital, LLC | 10,056 | $1.27M | 0.00% | −1,104−9.9% | Reduced |
| Smith Group Asset Management, LLC | 10,000 | $1.26M | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,925 | $1.25M | 0.01% | +933+10.4% | Added |
| Verdence Capital Advisors LLC | 9,914 | $1.25M | 0.07% | −1,359−12.1% | Reduced |
| Brinker Capital Investments, LLC | 9,659 | $1.22M | 0.01% | +625+6.9% | Added |
| Apollon Wealth Management, LLC | 9,624 | $1.22M | 0.01% | −76−0.8% | Reduced |
| Davenport & Co LLC | 9,594 | $1.21M | 0.01% | +129+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,538 | $1.20M | 0.01% | +73+0.8% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 9,534 | $1.20M | 0.04% | +7,103+292.2% | Added |
| Guardian Asset Advisors, LLC | 9,524 | $1.20M | 0.55% | −1,387−12.7% | Reduced |
| Ascent Group, LLC | 9,514 | $1.20M | 0.04% | +862+10.0% | Added |
| Denali Advisors LLC | 9,495 | $1.20M | 0.12% | +137+1.5% | Added |
| CAPROCK Group, Inc. | 9,424 | $1.20M | 0.02% | +9,424 | New |
| Diversified Trust Co | 9,490 | $1.20M | 0.02% | +9,490 | New |
| Atwood & Palmer Inc | 9,487 | $1.20M | 0.06% | +11+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 9,392 | $1.19M | 0.12% | +48+0.5% | Added |
| Beacon Investment Advisors LLC | 9,369 | $1.18M | 0.37% | −19−0.2% | Reduced |