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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, Q1 2021

Institutional positions in Iron Mountain Inc as of Mar 31, 2021. 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
630
No complete 13F data for Q4 2020
Shares held
227.8M
No complete 13F data for Q4 2020
Total value
$8.44B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 630 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ1 2021: $8.44B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Iron Mountain Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IRM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH8,267$306.0K0.03%––
Atwood & Palmer Inc8,330$308.0K0.03%––
Virtu Financial LLC8,681$321.0K0.02%––
H&H Retirement Design & Management INC7,972$322.0K0.19%––
DCM Advisors, LLC8,729$323.0K0.19%––
Tuttle Tactical Management8,881$329.0K0.13%––
B. Riley Wealth Management, Inc.8,971$332.0K0.04%––
M Holdings Securities, Inc.9,112$337.0K0.03%––
Merit Financial Group, LLC9,100$337.0K0.04%––
Impax Asset Management Group plc9,240$342.0K0.00%––
Sawtooth Solutions, LLC9,393$348.0K0.08%––
Investors Research Corp9,479$351.0K0.13%––
Steel Peak Wealth Management LLC9,477$351.0K0.03%––
Lincoln National Corp9,565$354.0K0.01%––
Corrado Advisors, LLC9,603$355.0K0.26%––
Proequities, Inc.9,461$356.0K0.03%––
Redpoint Investment Management Pty Ltd9,644$357.0K0.03%––
Centaurus Financial, Inc.9,761$361.0K0.04%––
Dai-Ichi Life Insurance Company, Ltd9,805$363.0K0.01%––
IBM Retirement Fund9,856$365.0K0.03%––
Stockman Wealth Management, Inc.10,000$370.0K0.10%––
Armor Investment Advisors, LLC9,993$370.0K0.24%––
Claybrook Capital, LLC10,000$370.0K0.22%––
Plimoth Trust Co LLC10,078$373.0K0.11%––
Grace Capital10,100$374.0K0.24%––
Cigna Investments Inc10,217$378.0K0.03%––
Lombard Odier Asset Management (Europe) Ltd10,226$378.0K0.02%––
Demars Financial Group, LLC10,216$378.0K0.25%––
International Assets Investment Management, LLC11,557$382.0K0.04%––
Catalyst Capital Advisors LLC10,370$384.0K0.02%––
Bailard, Inc.10,621$393.0K0.01%––
Citizens Business Bank10,647$394.0K0.06%––
Kovack Advisors, Inc.10,661$395.0K0.05%––
First Hawaiian Bank10,713$397.0K0.02%––
Atlantic Union Bankshares Corp10,727$397.0K0.04%––
Horizon Investments, LLC10,785$399.0K0.01%––
GM Advisory Group, Inc.10,925$404.0K0.05%––
Hunter Associates Investment Management LLC10,999$407.0K0.09%––
Essex Financial Services, Inc.11,051$409.0K0.07%––
Advisory Research Inc11,120$412.0K0.03%––
Alpha Cubed Investments, LLC11,168$413.0K0.03%––
Mid Atlantic Financial Management Inc11,229$416.0K0.03%––
BP PLC11,542$427.0K0.01%––
Carroll Financial Associates, Inc.11,581$428.0K0.03%––
HAP Trading, LLC11,642$431.0K0.05%––
E. Ohman J:or Asset Management AB11,653$431.3K0.02%––
Oppenheimer & Co Inc11,736$435.0K0.01%––
Winfield Associates, Inc.11,980$443.0K0.18%––
Archer Investment Corp12,000$444.1K0.18%––
Krane Funds Advisors LLC12,101$448.0K0.02%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors12,199$451.0K0.17%––
Delta Capital Management LLC12,200$452.0K0.29%––
HM Payson & Co12,263$454.0K0.01%––
Pegasus Asset Management, Inc.12,295$455.0K0.23%––
Mariner, LLC12,412$459.0K0.00%––
Jump Financial, LLC12,400$459.0K0.04%––
Sun Life Financial INC12,479$462.0K0.04%––
Venture Visionary Partners LLC12,485$462.0K0.04%––
Wealthcare Advisory Partners LLC12,556$465.0K0.03%––
Capital Fund Management S.A.12,640$467.8K0.02%––
Independent Advisor Alliance12,678$469.0K0.03%––
Edgestream Partners, L.P.12,727$471.0K0.03%––
Cullinan Associates Inc12,801$474.0K0.03%––
Green Alpha Advisors, LLC13,052$483.0K0.48%––
Northwestern Mutual Investment Management Company, LLC13,075$484.0K0.01%––
World Asset Management Inc12,134$487.0K0.04%––
Peak Financial Advisors LLC13,436$497.0K0.42%––
Wellington Shields & Co., LLC13,500$500.0K0.18%––
Cohen & Steers, Inc.13,858$513.0K0.00%––
SMH Capital Advisors Inc13,911$515.0K1.15%––
Beacon Financial Advisory LLC14,036$519.0K0.30%––
Wolverine Trading, LLC14,508$539.0K0.01%––
American National Registered Investment Advisor, Inc.14,770$547.0K0.21%––
Diamant Asset Management, Inc.14,775$547.0K0.48%––
Southport Management, L.L.C.15,000$555.1K2.06%––
Ahrens Investment Partners LLC15,050$557.0K0.28%––
Raymond James Trust N.A.15,090$558.0K0.02%––
Estabrook Capital Management15,153$560.8K0.09%––
Rafferty Asset Management, LLC15,170$561.0K0.00%––
First National Trust Co15,588$577.0K0.04%––
Advisor Partners LLC15,789$584.0K0.04%––
Northwestern Mutual Wealth Management Co15,914$589.0K0.00%––
Princeton Capital Management LLC15,944$590.0K0.20%––
Weiss Asset Management LP16,039$594.0K0.02%––
Foresight Wealth Management, LLC16,137$597.0K0.30%––
Harbour Investments, Inc.16,384$606.0K0.02%––
Crossmark Global Holdings, Inc.16,392$607.0K0.02%––
Cetera Investment Advisers16,733$619.0K0.01%––
Boston Private Wealth LLC16,813$622.0K0.01%––
Versor Investments LP16,960$628.0K0.04%––
TrimTabs Asset Management, LLC16,878$629.0K0.32%––
Prudent Man Advisors, LLC17,544$649.0K0.27%––
Teza Capital Management LLC17,754$657.0K0.13%––
Kentucky Retirement Systems17,835$660.0K0.03%––
Louisiana State Employees Retirement System17,900$662.0K0.02%––
New Mexico Educational Retirement Board18,440$682.0K0.03%––
Vestcor Inc18,539$686.0K0.03%––
BTC Capital Management, Inc.18,612$689.0K0.08%––
Geneos Wealth Management Inc.17,027$693.0K0.02%––
Bank of the West18,767$695.0K0.08%––