Skip to main content

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 6 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
Convergence Investment Partners, LLC24,433$904.0K0.41%––
Securian Asset Management, Inc24,329$900.0K0.02%––
EWG Elevate Inc.24,268$898.0K0.40%––
Slow Capital, Inc.24,079$891.0K0.19%––
Roman Butler Fullerton & Co22,422$855.0K0.43%––
Reik & Co., LLC22,980$850.0K0.22%––
Independent Financial Group, LLC22,919$848.2K0.11%––
US Bancorp22,611$838.0K0.00%––
Monetary Management Group Inc22,600$836.0K0.27%––
Everence Capital Management Inc22,570$835.0K0.08%––
Ontario Teachers Pension Plan Board22,514$833.0K0.01%––
Boenning & Scattergood, Inc.22,400$829.0K0.16%––
Financial Engines Advisors L.L.C.22,028$829.0K0.00%––
Maryland State Retirement & Pension System21,801$807.0K0.03%––
Teachers Retirement System of the State of Kentucky21,573$798.0K0.01%––
Breiter Capital Management Inc21,192$784.0K0.81%––
Winton Group Ltd21,033$778.0K0.04%––
Detalus Advisors, LLC21,034$778.0K0.46%––
Elo Mutual Pension Insurance Co20,790$769.0K0.03%––
Fiduciary Trust Co20,678$765.0K0.02%––
Creative Planning20,229$749.0K0.00%––
NEXT Financial Group, Inc20,010$746.0K0.07%––
Sigma Planning Corp20,036$742.0K0.02%––
Hancock Whitney Corp19,468$720.0K0.02%––
Trust Investment Advisors19,440$719.0K0.71%––
Bayesian Capital Management, LP19,200$711.0K0.16%––
ING Groep NV19,096$707.0K0.01%––
B. Metzler seel. Sohn & Co. Holding AG18,943$701.0K0.01%––
Wolverine Asset Management LLC18,858$697.0K0.01%––
Bank of the West18,767$695.0K0.08%––
Geneos Wealth Management Inc.17,027$693.0K0.02%––
BTC Capital Management, Inc.18,612$689.0K0.08%––
Vestcor Inc18,539$686.0K0.03%––
New Mexico Educational Retirement Board18,440$682.0K0.03%––
Louisiana State Employees Retirement System17,900$662.0K0.02%––
Kentucky Retirement Systems17,835$660.0K0.03%––
Teza Capital Management LLC17,754$657.0K0.13%––
Prudent Man Advisors, LLC17,544$649.0K0.27%––
TrimTabs Asset Management, LLC16,878$629.0K0.32%––
Versor Investments LP16,960$628.0K0.04%––
Boston Private Wealth LLC16,813$622.0K0.01%––
Cetera Investment Advisers16,733$619.0K0.01%––
Crossmark Global Holdings, Inc.16,392$607.0K0.02%––
Harbour Investments, Inc.16,384$606.0K0.02%––
Foresight Wealth Management, LLC16,137$597.0K0.30%––
Weiss Asset Management LP16,039$594.0K0.02%––
Princeton Capital Management LLC15,944$590.0K0.20%––
Northwestern Mutual Wealth Management Co15,914$589.0K0.00%––
Advisor Partners LLC15,789$584.0K0.04%––
First National Trust Co15,588$577.0K0.04%––
Rafferty Asset Management, LLC15,170$561.0K0.00%––
Estabrook Capital Management15,153$560.8K0.09%––
Raymond James Trust N.A.15,090$558.0K0.02%––
Ahrens Investment Partners LLC15,050$557.0K0.28%––
Southport Management, L.L.C.15,000$555.1K2.06%––
American National Registered Investment Advisor, Inc.14,770$547.0K0.21%––
Diamant Asset Management, Inc.14,775$547.0K0.48%––
Wolverine Trading, LLC14,508$539.0K0.01%––
Beacon Financial Advisory LLC14,036$519.0K0.30%––
SMH Capital Advisors Inc13,911$515.0K1.15%––
Cohen & Steers, Inc.13,858$513.0K0.00%––
Wellington Shields & Co., LLC13,500$500.0K0.18%––
Peak Financial Advisors LLC13,436$497.0K0.42%––
World Asset Management Inc12,134$487.0K0.04%––
Northwestern Mutual Investment Management Company, LLC13,075$484.0K0.01%––
Green Alpha Advisors, LLC13,052$483.0K0.48%––
Cullinan Associates Inc12,801$474.0K0.03%––
Edgestream Partners, L.P.12,727$471.0K0.03%––
Independent Advisor Alliance12,678$469.0K0.03%––
Capital Fund Management S.A.12,640$467.8K0.02%––
Wealthcare Advisory Partners LLC12,556$465.0K0.03%––
Sun Life Financial INC12,479$462.0K0.04%––
Venture Visionary Partners LLC12,485$462.0K0.04%––
Mariner, LLC12,412$459.0K0.00%––
Jump Financial, LLC12,400$459.0K0.04%––
Pegasus Asset Management, Inc.12,295$455.0K0.23%––
HM Payson & Co12,263$454.0K0.01%––
Delta Capital Management LLC12,200$452.0K0.29%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors12,199$451.0K0.17%––
Krane Funds Advisors LLC12,101$448.0K0.02%––
Archer Investment Corp12,000$444.1K0.18%––
Winfield Associates, Inc.11,980$443.0K0.18%––
Oppenheimer & Co Inc11,736$435.0K0.01%––
E. Ohman J:or Asset Management AB11,653$431.3K0.02%––
HAP Trading, LLC11,642$431.0K0.05%––
Carroll Financial Associates, Inc.11,581$428.0K0.03%––
BP PLC11,542$427.0K0.01%––
Mid Atlantic Financial Management Inc11,229$416.0K0.03%––
Alpha Cubed Investments, LLC11,168$413.0K0.03%––
Advisory Research Inc11,120$412.0K0.03%––
Essex Financial Services, Inc.11,051$409.0K0.07%––
Hunter Associates Investment Management LLC10,999$407.0K0.09%––
GM Advisory Group, Inc.10,925$404.0K0.05%––
Horizon Investments, LLC10,785$399.0K0.01%––
First Hawaiian Bank10,713$397.0K0.02%––
Atlantic Union Bankshares Corp10,727$397.0K0.04%––
Kovack Advisors, Inc.10,661$395.0K0.05%––
Citizens Business Bank10,647$394.0K0.06%––
Bailard, Inc.10,621$393.0K0.01%––
Catalyst Capital Advisors LLC10,370$384.0K0.02%––