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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 2,468 | $311.8K | 0.01% | −206−7.7% | Reduced |
| Aspiriant, LLC | 2,467 | $311.6K | 0.01% | +424+20.8% | Added |
| Centerpoint Advisory Group | 2,465 | $311.4K | 0.20% | −70−2.8% | Reduced |
| Mattson Financial Services, LLC | 2,558 | $311.2K | 0.07% | +42+1.7% | Added |
| Fielder Capital Group LLC | 2,463 | $311.1K | 0.07% | +26+1.1% | Added |
| Beese Fulmer Investment Management, Inc. | 2,448 | $309.2K | 0.02% | +98+4.2% | Added |
| Kera Capital Partners, Inc. | 2,438 | $307.9K | 0.03% | +2,438 | New |
| Wealth Alliance | 2,417 | $305.4K | 0.03% | −384−13.7% | Reduced |
| Root Financial Partners, LLC | 2,412 | $304.7K | 0.01% | +402+20.0% | Added |
| Bridgelight Financial Advisors, Inc. | 2,405 | $303.8K | 0.21% | −24−1.0% | Reduced |
| Sculati Wealth Management, LLC | 2,445 | $302.7K | 0.10% | −1,350−35.6% | Reduced |
| Atria Investments LLC | 2,391 | $302.0K | 0.00% | −927−27.9% | Reduced |
| Empower Advisory Group, LLC | 2,386 | $301.4K | 0.00% | +231+10.7% | Added |
| Samalin Investment Counsel, LLC | 2,378 | $300.4K | 0.10% | −85−3.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,360 | $300.1K | 0.04% | −190−7.5% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,371 | $299.5K | 0.00% | −10−0.4% | Reduced |
| Intrua Financial, LLC | 2,360 | $298.1K | 0.03% | +11+0.5% | Added |
| Fayez Sarofim & Co | 2,360 | $298.1K | 0.00% | +80+3.5% | Added |
| Mosaic Family Wealth Partners, LLC | 2,360 | $298.1K | 0.02% | +320+15.7% | Added |
| Avidian Wealth Solutions, LLC | 2,354 | $297.3K | 0.01% | +126+5.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,348 | $296.6K | 0.02% | +24+1.0% | Added |
| Smith, Moore & Co. | 2,327 | $294.0K | 0.02% | +76+3.4% | Added |
| Schmidt P J Investment Management Inc | 2,326 | $293.8K | 0.05% | −34−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 2,325 | $293.7K | 0.03% | −67−2.8% | Reduced |
| MBL Wealth, LLC | 2,320 | $293.0K | 0.02% | +2,320 | New |
| Strategic Blueprint, LLC | 2,313 | $292.2K | 0.01% | −3−0.1% | Reduced |
| Fortress Private Ledger, LLC | 2,306 | $291.3K | 0.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,304 | $291.1K | 0.01% | −345−13.0% | Reduced |
| Jacobi Capital Management LLC | 2,293 | $289.6K | 0.01% | −70−3.0% | Reduced |
| HBK Sorce Advisory LLC | 2,271 | $288.7K | 0.01% | −5−0.2% | Reduced |
| Pinnacle Associates Ltd | 2,276 | $287.5K | 0.00% | −103−4.3% | Reduced |
| SJS Investment Consulting Inc. | 2,258 | $285.2K | 0.03% | +40+1.8% | Added |
| Versant Capital Management, Inc | 2,253 | $284.6K | 0.03% | +512+29.4% | Added |
| Mystic Asset Management, Inc. | 2,250 | $284.3K | 0.06% | +3+0.1% | Added |
| Saxony Capital Management, LLC | 2,245 | $283.5K | 0.13% | −38−1.7% | Reduced |
| Proficio Capital Partners LLC | 2,229 | $281.6K | 0.01% | +2,229 | New |
| Financial Engines Advisors L.L.C. | 2,229 | $281.5K | 0.00% | +2,229 | New |
| Nations Financial Group Inc, | 2,223 | $280.9K | 0.01% | +8+0.4% | Added |
| Heritage Wealth Advisors | 2,222 | $280.7K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,219 | $280.3K | 0.02% | +22+1.0% | Added |
| Community Bank & Trust, Waco, Texas | 2,200 | $278.0K | 0.05% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 2,190 | $276.6K | 0.11% | +2,190 | New |
| Warner Group LLC | 2,186 | $276.1K | 0.07% | +2,186 | New |
| Ibex Wealth Advisors | 2,178 | $275.1K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 2,173 | $274.4K | 0.04% | +53+2.5% | Added |
| Brookwood Investment Group LLC | 2,172 | $274.3K | 0.03% | +45+2.1% | Added |
| Brevan Howard Capital Management LP | 2,158 | $272.6K | 0.00% | −1,114−34.0% | Reduced |
| Stiles Financial Services Inc | 2,127 | $268.7K | 0.07% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,125 | $268.4K | 0.01% | +88+4.3% | Added |
| Warm Springs Advisors Inc. | 2,117 | $267.4K | 0.18% | 00.0% | Unchanged |
| Paller Financial Services Inc | 2,115 | $267.1K | 0.20% | −17−0.8% | Reduced |
| Gsa Capital Partners LLP | 2,116 | $267.0K | 0.02% | +2,116 | New |
| Abel Hall, LLC | 2,108 | $266.3K | 0.05% | +2+0.1% | Added |
| Ameliora Wealth Management Ltd. | 2,100 | $265.3K | 0.08% | −1,000−32.3% | Reduced |
| Vanguard National Trust Co | 2,100 | $265.3K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,075 | $262.1K | 0.01% | −16−0.8% | Reduced |
| WealthPlan Investment Management, LLC | 2,052 | $259.2K | 0.01% | +2,052 | New |
| Private Trust Co NA | 2,046 | $258.4K | 0.02% | −2−0.1% | Reduced |
| Ignite Planners, LLC | 2,042 | $257.9K | 0.04% | +10.0% | Added |
| PDS Planning, Inc | 2,018 | $254.9K | 0.01% | +6+0.3% | Added |
| Apriem Advisors | 2,000 | $252.6K | 0.02% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,000 | $252.6K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $252.6K | 0.06% | 00.0% | Unchanged |
| Valley Financial Group, Inc. | 1,998 | $252.4K | 0.12% | −50−2.4% | Reduced |
| Flputnam Investment Management Co | 1,969 | $248.7K | 0.00% | 00.0% | Unchanged |
| TPG Advisors LLC | 1,954 | $246.8K | 0.14% | +1,954 | New |
| Modera Wealth Management, LLC | 1,951 | $246.4K | 0.00% | +1,951 | New |
| First Foundation Advisors | 1,935 | $244.4K | 0.01% | +1,935 | New |
| Jackson Thornton Asset Management, LLC | 1,928 | $243.5K | 0.02% | +1,928 | New |
| SP Asset Management LLC | 1,926 | $243.3K | 0.02% | +1,926 | New |
| Strategic Investment Solutions, Inc. | 1,923 | $242.9K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,920 | $242.6K | 0.01% | +1,920 | New |
| Cullen/Frost Bankers, Inc. | 1,909 | $241.1K | 0.00% | +5+0.3% | Added |
| Hunter Associates Investment Management LLC | 1,909 | $241.0K | 0.03% | −190−9.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,908 | $241.0K | 0.06% | −93−4.6% | Reduced |
| Elyxium Wealth, LLC | 1,906 | $240.7K | 0.03% | +1,906 | New |
| Richardson Financial Services Inc. | 1,901 | $240.1K | 0.14% | +17+0.9% | Added |
| William John Sempolinski | 1,900 | $240.0K | 0.10% | +1,900 | New |
| Plan Group Financial, LLC | 1,890 | $238.7K | 0.05% | +1,890 | New |
| Mission Hills Financial Advisory, LLC | 1,889 | $238.6K | 0.10% | +1,889 | New |
| Sound Income Strategies, LLC | 1,878 | $237.2K | 0.01% | −206−9.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,877 | $237.0K | 0.02% | −475−20.2% | Reduced |
| National Asset Management, Inc. | 1,822 | $236.8K | 0.01% | +1,822 | New |
| Howard Capital Management Inc. | 1,871 | $236.3K | 0.00% | +1,871 | New |
| Belpointe Asset Management LLC | 1,866 | $235.8K | 0.01% | +1,866 | New |
| Coastline Trust Co | 1,856 | $234.4K | 0.02% | 00.0% | Unchanged |
| Asset Advisory Group, Inc. | 1,855 | $234.3K | 0.10% | +1,855 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,830 | $231.1K | 0.07% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,825 | $230.5K | 0.01% | +1,825 | New |
| RMR Wealth Builders | 1,814 | $229.2K | 0.01% | +1,814 | New |
| Financial Advisory Service, Inc. | 1,812 | $228.9K | 0.01% | +1,812 | New |
| First City Capital Management, Inc. | 1,811 | $228.7K | 0.11% | +1,811 | New |
| Axxcess Wealth Management, LLC | 1,808 | $228.4K | 0.00% | +1,808 | New |
| Bingham Private Wealth, LLC | 1,803 | $227.7K | 0.16% | +1,803 | New |
| Monetary Management Group Inc | 1,800 | $227.4K | 0.05% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 1,800 | $227.4K | 0.06% | +1,800 | New |
| Summa Corp. | 1,800 | $227.4K | 0.07% | +1,800 | New |
| Unified Investment Management | 1,800 | $227.4K | 0.21% | +1,800 | New |
| Dynamic Advisor Solutions LLC | 1,791 | $226.2K | 0.01% | +1,791 | New |
| Wick Capital Partners, LLC | 1,789 | $226.0K | 0.03% | +1,789 | New |