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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 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
Trust Co of Vermont3,120$115.0K0.01%––
Benjamin F. Edwards & Company, Inc.3,113$115.0K0.01%––
Ossiam3,030$112.0K0.00%––
Trustcore Financial Services, LLC3,001$111.0K0.01%––
Steward Partners Investment Advisory, LLC2,992$110.7K0.00%––
Belpointe Asset Management LLC2,951$109.0K0.01%––
Charter Oak Capital Management, LLC2,590$96.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt2,461$91.0K0.01%––
Glen Eagle Advisors, LLC2,416$89.4K0.03%––
Orion Capital Management LLC2,300$85.0K0.06%––
Parkside Financial Bank & Trust2,230$83.0K0.03%––
CWM, LLC1,934$82.0K0.00%––
NVWM, LLC2,143$81.0K0.03%––
CSat Investment Advisory, L.P.2,094$77.0K0.06%––
Vigilant Capital Management, LLC2,024$75.0K0.01%––
Kings Point Capital Management2,000$74.0K0.01%––
Credit Agricole S A1,920$71.0K0.00%––
Fifth Third Bancorp1,879$70.0K0.00%––
Financial Management Professionals, Inc.1,807$67.0K0.02%––
Brewin Dolphin Ltd1,701$63.0K0.00%––
Edmond de Rothschild Holding S.A.1,660$62.0K0.00%––
WealthShield Partners, LLC1,657$61.0K0.01%––
Sawyer & Company, Inc1,600$59.0K0.03%––
Retirement Group, LLC1,598$59.0K0.03%––
Sowell Financial Services LLC1,402$58.0K0.00%––
Parallel Advisors, LLC1,532$57.0K0.00%––
First Financial Corp1,500$56.0K0.04%––
Atlas Capital Advisors LLC1,513$56.0K0.01%––
Enterprise Financial Services Corp1,408$53.0K0.01%––
First Horizon Advisors, Inc.1,424$53.0K0.00%––
O'Shaughnessy Asset Management, LLC1,302$48.0K0.00%––
Lazard Asset Management LLC1,226$45.0K0.00%––
Jacobi Capital Management LLC1,163$43.0K0.01%––
Hantz Financial Services, Inc.1,133$42.0K0.00%––
AGF Investments LLC1,101$41.0K0.00%––
Tobam1,072$40.0K0.00%––
GPS Wealth Strategies Group, LLC1,048$38.0K0.01%––
ShoreHaven Wealth Partners, LLC1,032$38.0K0.02%––
Jones Financial Companies LLLP1,000$37.0K0.00%––
Meridian Wealth Partners, LLC1,013$37.0K0.01%––
Concord Wealth Partners1,000$37.0K0.01%––
Sittner & Nelson, LLC1,000$37.0K0.03%––
North Star Investment Management Corp.970$36.0K0.00%––
Whittier Trust Co953$35.0K0.00%––
Sound Income Strategies, LLC840$31.1K0.01%––
Howe & Rusling Inc804$30.0K0.00%––
Tradition Wealth Management, LLC821$30.0K0.01%––
Valeo Financial Advisors, LLC720$27.0K0.00%––
Penserra Capital Management LLC721$26.0K0.00%––
Spire Wealth Management700$26.0K0.00%––
Valley National Advisers Inc684$25.0K0.00%––
Acadian Asset Management LLC684$25.0K0.00%––
Quadrant Capital Group LLC667$25.0K0.00%––
Carolinas Wealth Consulting LLC671$25.0K0.01%––
Huntington National Bank653$24.0K0.00%––
D'Orazio & Associates, Inc.657$24.0K0.01%––
West Paces Advisors Inc.621$23.0K0.01%––
Quantbot Technologies LP601$22.0K0.00%––
Founders Capital Management600$22.0K0.02%––
Newbridge Financial Services Group, Inc.584$22.0K0.02%––
Webster Bank, N. A.557$21.0K0.00%––
Silvant Capital Management LLC552$21.0K0.00%––
Raffa Wealth Management, LLC541$20.0K0.01%––
Bedel Financial Consulting, Inc.551$20.0K0.01%––
Smithfield Trust Co500$19.0K0.00%––
Massmutual Trust Co FSB520$19.0K0.00%––
Highlander Capital Management, LLC500$19.0K0.01%––
Focused Wealth Management, Inc503$19.0K0.00%––
Mascoma Wealth Management LLC500$19.0K0.01%––
Wagner Wealth Management, LLC500$19.0K0.01%––
Prestige Wealth Management Group LLC512$19.0K0.01%––
Financial Avengers, Inc.499$18.0K0.01%––
Ameritas Investment Company, LLC470$17.4K0.00%––
AlphaMark Advisors, LLC400$15.0K0.01%––
Baystate Wealth Management LLC407$15.0K0.00%––
Central Trust Co400$14.0K0.00%––
CX Institutional352$13.0K0.00%––
Piscataqua Savings Bank353$13.0K0.01%––
Whittier Trust Co of Nevada Inc329$12.0K0.00%––
Pflug Koory, LLC329$12.0K0.01%––
American Research & Management Co.308$11.0K0.00%––
Private Capital Group, LLC294$11.0K0.00%––
IAG Wealth Partners, LLC295$11.0K0.00%––
Harbor Investment Advisory, LLC272$10.0K0.00%––
Institutional & Family Asset Management, LLC273$10.0K0.00%––
Ellevest, Inc.255$9.00K0.00%––
MPS Loria Financial Planners, LLC262$9.00K0.00%––
Joseph P. Lucia & Associates, LLC250$9.00K0.00%––
JFS Wealth Advisors, LLC220$8.00K0.00%––
Lindbrook Capital, LLC212$8.00K0.00%––
Leelyn Smith, LLC224$8.00K0.00%––
Loomis Sayles & Co L P199$7.00K0.00%––
First Manhattan Co195$7.00K0.00%––
Covington Capital Management200$7.00K0.00%––
Dividend Assets Capital, LLC200$7.00K0.00%––
Exchange Traded Concepts, LLC195$7.00K0.00%––
BerganKDV Wealth Management, LLC195$7.00K0.00%––
Berman Capital Advisors, LLC204$7.00K0.00%––
Farmers & Merchants Investments Inc155$6.00K0.00%––
TCI Wealth Advisors, Inc.158$6.00K0.00%––