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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5,417 | $684.2K | 0.02% | −13,760−71.8% | Reduced |
| Independence Bank of Kentucky | 5,399 | $681.9K | 0.08% | −725−11.8% | Reduced |
| Financial Management Professionals, Inc. | 5,349 | $680.3K | 0.06% | +12+0.2% | Added |
| EntryPoint Capital, LLC | 5,341 | $674.6K | 0.16% | −2,478−31.7% | Reduced |
| Guggenheim Capital LLC | 5,334 | $673.7K | 0.00% | +619+13.1% | Added |
| Radnor Capital Management, LLC | 5,279 | $666.8K | 0.09% | +5,279 | New |
| Assetmark, Inc | 5,274 | $666.1K | 0.00% | +861+19.5% | Added |
| Brookfield Asset Management Inc. | 5,262 | $664.6K | 0.00% | −182,993−97.2% | Reduced |
| Daymark Wealth Partners, LLC | 5,201 | $656.9K | 0.02% | +395+8.2% | Added |
| Valued Retirements, Inc. | 5,190 | $655.5K | 0.59% | 00.0% | Unchanged |
| M&G Plc | 5,193 | $654.3K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,075 | $641.0K | 0.01% | +1,295+34.3% | Added |
| Bogart Wealth, LLC | 5,070 | $640.4K | 0.02% | +1,170+30.0% | Added |
| Welch Group, LLC | 5,069 | $640.3K | 0.02% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 5,033 | $640.1K | 0.04% | −872−14.8% | Reduced |
| Prudential PLC | 5,066 | $639.9K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,008 | $636.8K | 0.01% | +2,825+129.4% | Added |
| Frec Markets, Inc. | 5,034 | $635.8K | 0.06% | +1,572+45.4% | Added |
| NorthCrest Asset Manangement, LLC | 5,304 | $633.8K | 0.02% | +1,191+29.0% | Added |
| JB Capital LLC | 5,016 | $633.6K | 0.02% | +390+8.4% | Added |
| NorthStar Asset Management LLC | 5,015 | $633.4K | 0.26% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 5,011 | $632.9K | 0.01% | −56,914−91.9% | Reduced |
| Great Valley Advisor Group, Inc. | 5,004 | $632.4K | 0.01% | +1,551+44.9% | Added |
| Resources Investment Advisors, LLC. | 4,979 | $628.9K | 0.01% | +241+5.1% | Added |
| Perfromance Wealth Partners, LLC | 4,953 | $625.6K | 0.02% | +12+0.2% | Added |
| Aspen Investment Management Inc | 4,891 | $618.0K | 0.17% | +395+8.8% | Added |
| Stonebridge Financial Group, LLC | 4,824 | $613.0K | 0.08% | +4,824 | New |
| Bull Harbor Capital LLC | 4,783 | $604.1K | 0.12% | +1,276+36.4% | Added |
| Fox Run Management, L.L.C. | 4,774 | $603.0K | 0.10% | −9,964−67.6% | Reduced |
| Linscomb & Williams, Inc. | 4,757 | $600.9K | 0.03% | −197−4.0% | Reduced |
| Smith Asset Management Co., LLC | 4,756 | $600.7K | 0.47% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 4,753 | $600.4K | 0.00% | +4,753 | New |
| High Net Worth Advisory Group LLC | 4,692 | $592.6K | 0.13% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 4,676 | $590.6K | 0.25% | −276−5.6% | Reduced |
| Mission Wealth Management, LP | 4,657 | $588.3K | 0.01% | +1,709+58.0% | Added |
| Havemeyer Place LP | 4,605 | $581.7K | 0.06% | −10,472−69.5% | Reduced |
| RMB Capital Management, LLC | 4,573 | $579.7K | 0.01% | +6+0.1% | Added |
| Bryn Mawr Trust Co | 4,535 | $572.8K | 0.01% | +32+0.7% | Added |
| Altshuler Shaham Ltd | 15,315 | $571.2K | 0.01% | +15,315 | New |
| Pension & Wealth Management Advisors, Inc. | 4,507 | $569.3K | 0.15% | +511+12.8% | Added |
| Atalanta Sosnoff Capital, LLC | 4,501 | $568.5K | 0.01% | −571−11.3% | Reduced |
| Essex Savings Bank | 4,447 | $561.7K | 0.12% | +16+0.4% | Added |
| Cornerstone Wealth Group, LLC | 4,419 | $558.1K | 0.03% | +221+5.3% | Added |
| Advisory Alpha, LLC | 4,372 | $552.4K | 0.01% | +296+7.3% | Added |
| GTS Securities LLC | 4,367 | $551.6K | 0.01% | −2,963−40.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,366 | $551.5K | 0.13% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 4,297 | $542.8K | 0.11% | −315−6.8% | Reduced |
| Group One Trading, L.P. | 4,281 | $540.7K | 0.02% | −870−16.9% | Reduced |
| Perigon Wealth Management, LLC | 4,276 | $540.2K | 0.01% | +528+14.1% | Added |
| BCO Wealth Management LLC | 4,275 | $540.0K | 0.29% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 4,275 | $539.9K | 0.01% | +696+19.4% | Added |
| Kingsview Wealth Management, LLC | 4,265 | $538.7K | 0.01% | −2,161−33.6% | Reduced |
| Stephens Inc | 4,263 | $538.5K | 0.01% | +624+17.1% | Added |
| Advisors Management Group Inc | 4,231 | $534.0K | 0.09% | −74−1.7% | Reduced |
| Hilton Head Capital Partners, LLC | 4,212 | $532.0K | 0.27% | +92+2.2% | Added |
| AE Wealth Management LLC | 4,210 | $531.8K | 0.00% | −1,296−23.5% | Reduced |
| Hancock Whitney Corp | 4,202 | $530.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,184 | $528.5K | 0.04% | +2,685+179.1% | Added |
| Howland Capital Management LLC | 4,150 | $525.7K | 0.02% | +3+0.1% | Added |
| Cornerstone Wealth Management, LLC | 4,152 | $524.4K | 0.02% | +10.0% | Added |
| Alpine Global Management, LLC | 4,150 | $524.2K | 0.09% | +4,150 | New |
| AlphaGrep UK Ltd | 4,136 | $522.4K | 0.16% | −474−10.3% | Reduced |
| Fiduciary Family Office, LLC | 4,132 | $521.9K | 0.13% | −104−2.5% | Reduced |
| Algert Global LLC | 4,130 | $521.7K | 0.01% | +4,130 | New |
| Wedmont Private Capital | 4,288 | $521.0K | 0.01% | +654+18.0% | Added |
| Stratos Wealth Partners, LTD. | 4,122 | $520.7K | 0.01% | −65−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,097 | $517.5K | 0.10% | +24+0.6% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $516.0K | 0.23% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,070 | $514.0K | 0.02% | +361+9.7% | Added |
| MONECO Advisors, LLC | 4,056 | $512.3K | 0.03% | +4,056 | New |
| GF Fund Management Co. Ltd. | 4,051 | $511.7K | 0.01% | −413−9.3% | Reduced |
| Axis Wealth Partners, LLC | 4,049 | $511.4K | 0.25% | +20.0% | Added |
| Integrity Alliance, LLC. | 4,015 | $507.2K | 0.02% | −52−1.3% | Reduced |
| Walleye Trading LLC | 3,949 | $498.8K | 0.01% | −9,031−69.6% | Reduced |
| Fisher Asset Management, LLC | 3,946 | $498.4K | 0.00% | +464+13.3% | Added |
| Csenge Advisory Group | 3,926 | $495.9K | 0.02% | −111−2.7% | Reduced |
| Signal Advisors Wealth, LLC | 3,907 | $493.5K | 0.03% | +172+4.6% | Added |
| Armstrong Advisory Group, Inc | 3,894 | $491.9K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,892 | $491.6K | 0.01% | −18−0.5% | Reduced |
| Waddell & Associates, LLC | 3,889 | $491.2K | 0.02% | −219−5.3% | Reduced |
| Parallel Advisors, LLC | 3,879 | $490.0K | 0.01% | +22+0.6% | Added |
| Advisory Advocates, LLC | 3,870 | $488.8K | 0.42% | −380−8.9% | Reduced |
| Continuum Advisory, LLC | 3,820 | $482.5K | 0.04% | +410+12.0% | Added |
| StoneX Group Inc. | 3,804 | $482.5K | 0.02% | +3,804 | New |
| FJ Capital Management LLC | 3,814 | $481.7K | 0.06% | +3,814 | New |
| Ledgewood Wealth Advisors, LLC | 3,806 | $480.7K | 0.26% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 3,800 | $480.0K | 0.03% | +3,800 | New |
| International Assets Investment Management, LLC | 3,936 | $479.8K | 0.03% | −147−3.6% | Reduced |
| Gateway Wealth Partners, LLC | 3,783 | $477.8K | 0.03% | −234−5.8% | Reduced |
| Hilltop Holdings Inc. | 3,776 | $476.9K | 0.04% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,741 | $472.5K | 0.51% | +48+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 3,713 | $469.0K | 0.01% | +122+3.4% | Added |
| Krilogy Financial LLC | 3,686 | $465.6K | 0.01% | −199−5.1% | Reduced |
| Aire Advisors, LLC | 3,672 | $463.9K | 0.08% | +30+0.8% | Added |
| Park National Corp | 3,656 | $461.8K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,648 | $460.7K | 0.02% | −1,849−33.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,632 | $458.7K | 0.00% | +3,632 | New |
| Dakota Wealth Management | 3,628 | $458.3K | 0.01% | +7+0.2% | Added |
| Putney Financial Group LLC | 3,609 | $455.9K | 0.41% | −50−1.4% | Reduced |
| Blue Rock Wealth Management LLC | 3,600 | $454.7K | 0.25% | 00.0% | Unchanged |