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 |
|---|---|---|---|---|---|
| Ullmann Financial Group, Inc. | 9,342 | $1.18M | 0.11% | −97−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,146 | $1.16M | 0.01% | +5,997+190.4% | Added |
| Independent Financial Group, LLC | 9,146 | $1.16M | 0.02% | +10.0% | Added |
| Capital Investment Advisory Services, LLC | 9,137 | $1.15M | 0.07% | −97−1.1% | Reduced |
| Mechanics Bank Trust Department | 9,042 | $1.14M | 0.14% | −231−2.5% | Reduced |
| Callan Family Office, LLC | 9,041 | $1.14M | 0.02% | +298+3.4% | Added |
| Greenleaf Trust | 9,029 | $1.14M | 0.01% | −50−0.6% | Reduced |
| Founders Financial Alliance, LLC | 9,023 | $1.14M | 0.15% | +40.0% | Added |
| MUFG Securities Americas Inc. | 8,962 | $1.13M | 0.06% | +776+9.5% | Added |
| North Dakota State Investment Board | 8,724 | $1.10M | 0.04% | +244+2.9% | Added |
| Atlantic Union Bankshares Corp | 8,636 | $1.09M | 0.02% | +8+0.1% | Added |
| Diversify Wealth Management, LLC | 8,550 | $1.09M | 0.02% | −65−0.8% | Reduced |
| Diversify Advisory Services, LLC | 8,550 | $1.09M | 0.02% | +8,550 | New |
| Washington Trust Co | 8,586 | $1.08M | 0.03% | +3,000+53.7% | Added |
| Syon Capital LLC | 8,540 | $1.08M | 0.05% | +187+2.2% | Added |
| Herold Advisors, Inc. | 8,500 | $1.07M | 0.21% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,501 | $1.07M | 0.02% | −1,192−12.3% | Reduced |
| Paradigm Financial Partners, LLC | 8,366 | $1.06M | 0.10% | +37+0.4% | Added |
| Bramshill Investments, LLC | 8,323 | $1.05M | 0.08% | +80+1.0% | Added |
| IHT Wealth Management, LLC | 8,266 | $1.04M | 0.02% | +1,398+20.4% | Added |
| V-Square Quantitative Management LLC | 8,194 | $1.03M | 0.10% | −363−4.2% | Reduced |
| Rik Saylor Financial, Inc. | 8,181 | $1.03M | 0.68% | +10.0% | Added |
| Brown Brothers Harriman & Co | 8,157 | $1.03M | 0.00% | +2,926+55.9% | Added |
| Huntington National Bank | 8,065 | $1.02M | 0.00% | +545+7.2% | Added |
| WealthBridge Capital Management, LLC | 8,055 | $1.02M | 0.20% | +3,925+95.0% | Added |
| Transcend Wealth Collective, LLC | 8,053 | $1.02M | 0.07% | +8,053 | New |
| Strait & Sound Wealth Management LLC | 8,038 | $1.02M | 0.36% | −98−1.2% | Reduced |
| RNC Capital Management LLC | 8,000 | $1.01M | 0.04% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 7,998 | $1.01M | 0.02% | +2,768+52.9% | Added |
| Marex Group plc | 7,987 | $1.01M | 0.01% | +5,772+260.6% | Added |
| Bailard, Inc. | 7,942 | $1.00M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,902 | $998.1K | 0.01% | +197+2.6% | Added |
| Larson Financial Group LLC | 7,819 | $987.6K | 0.03% | +529+7.3% | Added |
| Machina Capital S.A.S. | 7,807 | $986.1K | 0.16% | +1,897+32.1% | Added |
| Securian Asset Management, Inc | 7,937 | $982.8K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,716 | $974.6K | 0.04% | +1,095+16.5% | Added |
| Renaissance Technologies LLC | 7,700 | $972.6K | 0.00% | +5,300+220.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,686 | $970.8K | 0.06% | −35−0.5% | Reduced |
| Prospera Financial Services Inc | 7,677 | $970.0K | 0.01% | +182+2.4% | Added |
| HighPoint Advisor Group LLC | 7,654 | $966.8K | 0.03% | +865+12.7% | Added |
| Genesee Capital Advisors, LLC | 7,623 | $962.9K | 0.30% | +7,623 | New |
| Future Financial Wealth Managment LLC | 7,649 | $952.7K | 0.59% | +30.0% | Added |
| Ostrum Asset Management | 7,535 | $951.7K | 0.05% | −1,687−18.3% | Reduced |
| Ci Investments Inc. | 7,453 | $941.4K | 0.00% | +7,453 | New |
| We Are One Seven, LLC | 7,449 | $940.8K | 0.02% | −61−0.8% | Reduced |
| Massmutual Trust Co FSB | 7,439 | $939.6K | 0.02% | −50−0.7% | Reduced |
| Horizon Investments, LLC | 7,421 | $937.3K | 0.01% | +1,068+16.8% | Added |
| Mathes Company, Inc. | 7,400 | $935.0K | 0.29% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 7,235 | $913.9K | 0.45% | +7,235 | New |
| Monument Capital Management | 7,149 | $903.0K | 0.18% | +3,600+101.4% | Added |
| Penserra Capital Management LLC | 7,145 | $901.0K | 0.01% | +5,476+328.1% | Added |
| Verus Capital Partners, LLC | 7,101 | $896.9K | 0.05% | −1,600−18.4% | Reduced |
| TD Waterhouse Canada Inc. | 9,519 | $893.8K | 0.00% | −1,091−10.3% | Reduced |
| Wedbush Securities Inc | 7,038 | $889.0K | 0.02% | −1,969−21.9% | Reduced |
| Princeton Capital Management LLC | 7,001 | $884.3K | 0.20% | −400−5.4% | Reduced |
| Fiduciary Group LLC | 7,000 | $884.2K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,999 | $884.1K | 0.06% | +19+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,988 | $882.6K | 0.01% | −2,398−25.5% | Reduced |
| Lee Financial Co | 6,960 | $879.1K | 0.11% | +6,960 | New |
| Badgley Phelps Wealth Managers, LLC | 6,923 | $874.4K | 0.02% | −30.0% | Reduced |
| TBH Global Asset Management, LLC | 6,800 | $858.9K | 0.16% | −270−3.8% | Reduced |
| Evergreen Capital Management LLC | 6,796 | $858.4K | 0.02% | −74−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,796 | $858.4K | 0.01% | −116−1.7% | Reduced |
| Colonial River Wealth Management, LLC | 6,792 | $857.9K | 0.24% | −1,195−15.0% | Reduced |
| Balyasny Asset Management LLC | 6,749 | $852.5K | 0.00% | −121,943−94.8% | Reduced |
| Aprio Wealth Management, LLC | 6,699 | $846.1K | 0.04% | +320+5.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,677 | $843.4K | 0.09% | −327−4.7% | Reduced |
| Buckingham Strategic Partners | 6,674 | $843.0K | 0.01% | −42−0.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,664 | $841.8K | 0.02% | +300+4.7% | Added |
| Fidelis Capital Partners, LLC | 6,654 | $840.5K | 0.05% | +543+8.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,615 | $835.5K | 0.02% | −274−4.0% | Reduced |
| Arkadios Wealth Advisors | 6,615 | $835.5K | 0.01% | −771−10.4% | Reduced |
| Centaurus Financial, Inc. | 6,589 | $832.0K | 0.03% | −526−7.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,457 | $815.6K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,279 | $793.1K | 0.03% | +3,402+118.2% | Added |
| Essex Financial Services, Inc. | 6,272 | $792.2K | 0.04% | +102+1.7% | Added |
| Cresset Asset Management, LLC | 6,190 | $788.0K | 0.00% | −1,735−21.9% | Reduced |
| Signaturefd, LLC | 6,157 | $777.7K | 0.01% | +37+0.6% | Added |
| Sheets Smith Wealth Management | 6,025 | $761.0K | 0.08% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,976 | $760.1K | 0.01% | −404−6.3% | Reduced |
| Estabrook Capital Management | 5,962 | $753.1K | 0.10% | +937+18.6% | Added |
| Campbell & CO Investment Adviser LLC | 5,925 | $748.4K | 0.04% | −2,688−31.2% | Reduced |
| Columbia Asset Management | 5,912 | $746.7K | 0.13% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,905 | $745.9K | 0.01% | −269−4.4% | Reduced |
| Pinnacle Family Advisors, LLC | 5,866 | $740.9K | 0.31% | −14−0.2% | Reduced |
| Oppenheimer & Co Inc | 5,828 | $736.1K | 0.01% | +82+1.4% | Added |
| Archer Investment Corp | 5,800 | $732.6K | 0.14% | −2,000−25.6% | Reduced |
| Equitable Holdings, Inc. | 5,770 | $728.9K | 0.00% | +1,219+26.8% | Added |
| Sivia Capital Partners, LLC | 5,750 | $726.3K | 0.09% | +1,641+39.9% | Added |
| Keybank National Association | 5,723 | $722.9K | 0.00% | +1,785+45.3% | Added |
| Ballentine Partners, LLC | 5,709 | $721.1K | 0.01% | −134−2.3% | Reduced |
| Vise Technologies, Inc. | 5,615 | $709.3K | 0.01% | +2,345+71.7% | Added |
| Engineers Gate Manager LP | 5,614 | $709.1K | 0.01% | −60,780−91.5% | Reduced |
| WealthCare Asset Management, LLC | 5,512 | $696.1K | 0.29% | +2,455+80.3% | Added |
| CX Institutional | 5,489 | $693.0K | 0.02% | −404−6.9% | Reduced |
| West Wealth Group, LLC | 5,479 | $692.2K | 0.11% | −386−6.6% | Reduced |
| Destination Wealth Management | 5,473 | $691.3K | 0.02% | +287+5.5% | Added |
| Garden State Investment Advisory Services LLC | 5,425 | $689.7K | 0.14% | +5,425 | New |
| Allied Private Wealth LLC | 5,945 | $686.5K | 0.44% | +5,945 | New |
| Somerset Trust Co | 5,428 | $685.6K | 0.19% | −247−4.4% | Reduced |