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Disclosery

IRM IRON MTN INC DEL

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REIT (common), issuer CIK 1020569

1,137 managers (1,173 13F filers) reported a position in IRM shares at 2026-06-30, 257,104,674 shares in all. 143 filers opened a position and 60 filers sold out during the quarter.

Managers
1,137
13F filers
1,173
New
143
Added
446
Reduced
386
Sold out
60
Shares held by filers
257,104,674

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Osbon Capital Management LLC266$33.6K0.03%+10513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC264$33.3K0.01%-10,23913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC250$31.6K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.249$31.5K<0.01%new13F-HRTimeline
Vision Retirement, LLC247$31.2K0.01%013F-HRTimeline
NFSG Corp245$31K<0.01%+113F-HRTimeline
Sawyer & Company, Inc240$30.3K0.01%-35513F-HRTimeline
First Command Advisory Services, Inc.237$30.1K<0.01%-98013F-HRTimeline
Private Wealth Asset Management, LLC237$29.9K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC236$29.8K<0.01%013F-HRTimeline
Activest Wealth Management229$28.9K0.01%-4113F-HRTimeline
Godfrey Financial Associates, Inc.229$28.9K0.02%013F-HRTimeline
Owl Creek Wealth Partners LLC228$28.8K0.01%+513F-HRTimeline
Community Bank, N.A.223$28.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.213$26.9K<0.01%+1713F-HRTimeline
North Star Investment Management Corp.209$26.4K<0.01%-10013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…206$26K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC205$25.9K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC205$25.9K0.02%013F-HRTimeline
Bell Investment Advisors, Inc203$25.6K<0.01%+813F-HRTimeline
Coston, McIsaac & Partners192$24K<0.01%013F-HRTimeline
United Financial Planning Group LLC176$22.2K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC180$21.9K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.213$21.8K0.02%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/172$21.7K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC174$21.6K<0.01%-813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC170$21.5K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC154$19.5K0.01%+113F-HRTimeline
First Bancorp, Inc /ME/139$17.6K0.01%new13F-HRTimeline
Park Place Capital Corp135$17.1K<0.01%013F-HRTimeline
Tidemark, LLC128$16.2K<0.01%013F-HRTimeline
Triumph Capital Management125$15.8K<0.01%-27113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC123$15.6K<0.01%-23513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC123$15.5K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC121$15.4K<0.01%013F-HRTimeline
Westfuller Advisors, LLC120$15.2K0.01%-2713F-HRTimeline
Sachetta, LLC118$14.9K0.01%+1313F-HRTimeline
Mosley Wealth Management114$14.4K<0.01%-2513F-HRTimeline
MCF Advisors LLC113$14.3K<0.01%-1113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC113$14.3K<0.01%013F-HRTimeline
Joseph Group Capital Management113$14.3K<0.01%+4213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…111$14.2K<0.01%+1313F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.110$13.9K<0.01%-5013F-HR/ATimeline
JPL Wealth Management, LLC108$13.6K<0.01%+3913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC107$13.6K0.01%new13F-HRTimeline
IFG Advisory, LLC107$13.6K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…104$13.1K<0.01%013F-HRTimeline
Benson Wealth Management INC102$12.9K0.01%013F-HRTimeline
Cornerstone Financial Management LLC100$12.6K0.01%+5713F-HR/ATimeline
Covestor Ltd95$12K0.01%+113F-HRTimeline
Westside Investment Management, Inc.92$11.6K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.91$11.5K<0.01%013F-HRTimeline
High Note Wealth, LLC84$10.6K<0.01%+1013F-HRTimeline
Bruce G. Allen Investments, LLC82$10.4K0.01%+813F-HRTimeline
J.Safra Asset Management Corp80$10.1K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.80$10.1K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC78$9.85K<0.01%+2113F-HRTimeline
Basepoint Wealth LLC77$9.73K0.01%013F-HRTimeline
STANCE CAPITAL LLC73$9.22K<0.01%-40013F-HRTimeline
Grove Bank & Trust70$8.84K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC70$8.84K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC66$8.4K0.01%013F-HRTimeline
Geneos Wealth Management Inc.66$8.34K<0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.66$8.34K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…61$7.71K<0.01%-12113F-HRTimeline
Park Square Financial Group, LLC57$7.2K0.06%-1213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…58$7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC57$7K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC55$6.95K<0.01%+3013F-HRTimeline
MJT & Associates Financial Advisory Gro…55$6.95K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC50$6.32K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …49$6.19K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC49$6.19K<0.01%+613F-HRTimeline
Silver Grove Financial Group, Inc.46$5.81K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC43$5.43K<0.01%+613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.42$5.3K<0.01%013F-HRTimeline
Copia Wealth Management42$5.3K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp41$5.18K<0.01%+513F-HRTimelineGroup
TRUST CO OF VERMONT37$4.67K<0.01%13F-HRTimeline
Ares Financial Consulting, LLC35$4.42K<0.01%013F-HRTimeline
Silicon Valley Capital Partners34$4.3K<0.01%+2713F-HRTimeline
Commonwealth Retirement Investments LLC33$4.12K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.31$3.92K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC30$3.79K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT29$3.66K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC28$3.54K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC28$3.54K<0.01%+113F-HRTimeline
Holos Integrated Wealth LLC30$3.48K<0.01%013F-HRTimeline
Persistent Asset Partners Ltd26$3.28K<0.01%new13F-HRTimeline
Downshift Financial, LLC26$3.28K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.25$3.16K<0.01%-2213F-HRTimeline
Hughes Financial Services, LLC25$3.16K<0.01%+1713F-HRTimeline
Rialto Wealth Management, LLC25$3.16K<0.01%+913F-HRTimeline
Planning Strategies Inc.24$3.03K<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV25$3K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.22$2.8K<0.01%-5013F-HRTimelineGroup
Fulcrum Asset Management LLP20$2.6K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.20$2.53K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…20$2.53K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC23$2.37K<0.01%013F-HRTimeline
American Capital Advisory, LLC17$2.15K<0.01%+413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17$2.15K<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC17$2.15K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC17$2.15K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.17$2.15K<0.01%new13F-HRTimeline
Clark Wealth Partners15$1.9K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC14$1.77K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC14$1.77K<0.01%013F-HRTimeline
Burk Holdings LLC14$1.77K<0.01%013F-HRTimeline
Kilter Group LLC13$1.64K<0.01%-213F-HRTimeline
BOKF, NAin group BOKF, NA12$1.52K<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.12$1.52K<0.01%+513F-HRTimeline
Aspect Partners, LLC12$1.52K<0.01%-1713F-HRTimeline
FINANCIAL CONSULATE, INC10$1.26K<0.01%013F-HRTimeline
Davis Capital Management10$1.26K<0.01%+613F-HRTimeline
Washington Trust Advisors, Inc.9$1.14K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC10$1K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC7$885<0.01%013F-HRTimeline
MOTCO7$884<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.7$884<0.01%new13F-HRTimeline
GS Investments, Inc.6$758<0.01%013F-HRTimeline
Bare Financial Services, Inc6$758<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC6$758<0.01%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC5$637<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC5$632<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC5$632<0.01%new13F-HRTimeline
Leonteq Securities AG4$505<0.01%-3,36013F-HRTimeline
Raleigh Capital Management Inc.3$422<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3$388<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC3$379<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…3$379<0.01%new13F-HRTimeline
Sankala Group LLC2$254<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2$253<0.01%013F-HRTimeline
DecisionPoint Financial, LLC2$244<0.01%013F-HRTimeline
Private Wealth Management Group, LLC1$127<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC1$127<0.01%013F-HRTimeline
Highland Investment Advisors LLC1$126<0.01%13F-HRTimeline