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, Q3 2021
Institutional positions in Iron Mountain Inc as of Sep 30, 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
- 711
- +31 vs. Q2 2021
- Shares held
- 228.6M
- +133.0K (+0.1%) vs. Q2 2021
- Total value
- $9.94B
- +$260.5M (+2.7%) vs. Q2 2021
- New holders
- 73
- 282 more added
- Sold out
- 42
- 244 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: 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, Q3 2021
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lenox Wealth Advisors, LLC | 5 | $0 | 0.00% | +3+150.0% | Added |
| Key Financial Inc | 1 | $0 | 0.00% | +1 | New |
| Consolidated Planning Corp | 2 | $0 | 0.00% | +2 | New |
| Optimum Investment Advisors | 21 | $1.00K | 0.00% | +1+5.0% | Added |
| C M Bidwell & Associates Ltd | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.00K | 0.00% | +6+75.0% | Added |
| Sutton Wealth Advisors Inc. | 33 | $1.43K | 0.00% | −5−13.2% | Reduced |
| Kelly Financial Services LLC | 36 | $1.56K | 0.00% | −1,488−97.6% | Reduced |
| Raffa Wealth Management, LLC | 43 | $1.87K | 0.00% | +4+10.3% | Added |
| Sandy Spring Bank | 43 | $2.00K | 0.00% | +1+2.4% | Added |
| Liberty Wealth Management LLC | 58 | $2.00K | 0.00% | +30+107.1% | Added |
| Fieldpoint Private Securities, LLC | 54 | $2.00K | 0.00% | +54 | New |
| SRS Capital Advisors, Inc. | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $3.00K | 0.00% | +43+268.8% | Added |
| Hudock, Inc. | 96 | $4.00K | 0.00% | +2+2.1% | Added |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 95 | $4.00K | 0.00% | +27+39.7% | Added |
| Zions Bancorporation, N.A. | 89 | $4.00K | 0.00% | +12+15.6% | Added |
| Wealth Quarterback LLC | 75 | $4.00K | 0.00% | +75 | New |
| Red Tortoise LLC | 94 | $4.00K | 0.00% | +94 | New |
| Assetmark, Inc | 125 | $5.00K | 0.00% | −2−1.6% | Reduced |
| Benjamin Edwards Inc | 125 | $5.00K | 0.00% | +2+1.6% | Added |
| Heritage Wealth Management, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 115 | $5.00K | 0.00% | +15+15.0% | Added |
| Allworth Financial LP | 114 | $5.00K | 0.00% | +114 | New |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 142 | $6.00K | 0.00% | +3+2.2% | Added |
| Syverson Strege & Co | 133 | $6.00K | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 147 | $6.00K | 0.00% | +147 | New |
| D'Orazio & Associates, Inc. | 151 | $7.00K | 0.00% | −205−57.6% | Reduced |
| Farmers & Merchants Investments Inc | 155 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 172 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 153 | $7.00K | 0.00% | +1+0.7% | Added |
| Kozak & Associates, Inc. | 147 | $7.00K | 0.00% | +147 | New |
| TD Ameritrade Investment Management, LLC | 310 | $8.00K | 0.00% | −9,224−96.7% | Reduced |
| Eagle Bay Advisors LLC | 233 | $8.00K | 0.00% | −68−22.6% | Reduced |
| Lindbrook Capital, LLC | 180 | $8.00K | 0.00% | −32−15.1% | Reduced |
| Oakworth Capital, Inc. | 180 | $8.00K | 0.00% | +180 | New |
| Dividend Assets Capital, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 202 | $9.00K | 0.00% | +3+1.5% | Added |
| Kistler-Tiffany Companies, LLC | 223 | $10.0K | 0.00% | −40−15.2% | Reduced |
| JFS Wealth Advisors, LLC | 220 | $10.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 224 | $10.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 215 | $10.0K | 0.00% | +215 | New |
| Harbor Investment Advisory, LLC | 272 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 300 | $13.0K | 0.00% | +100+50.0% | Added |
| RPg Family Wealth Advisory, LLC | 310 | $13.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 329 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 329 | $14.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 311 | $14.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 330 | $14.0K | 0.00% | +330 | New |
| Atlas Private Wealth Advisors | 355 | $15.0K | 0.01% | +5+1.4% | Added |
| Piscataqua Savings Bank | 353 | $15.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 378 | $16.0K | 0.00% | +378 | New |
| AlphaMark Advisors, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 382 | $17.0K | 0.00% | −6−1.5% | Reduced |
| Ellevest, Inc. | 386 | $17.0K | 0.00% | +31+8.7% | Added |
| Berman Capital Advisors, LLC | 402 | $17.0K | 0.00% | +66+19.6% | Added |
| Baystate Wealth Management LLC | 420 | $18.0K | 0.00% | +6+1.4% | Added |
| Savior LLC | 420 | $18.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 494 | $21.0K | 0.01% | −7,848−94.1% | Reduced |
| Smithfield Trust Co | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 494 | $21.0K | 0.01% | +494 | New |
| Focused Wealth Management, Inc | 516 | $22.0K | 0.00% | +6+1.2% | Added |
| Financial Avengers, Inc. | 514 | $22.0K | 0.01% | +7+1.4% | Added |
| CX Institutional | 510 | $22.0K | 0.00% | +68+15.4% | Added |
| Mascoma Wealth Management LLC | 500 | $22.0K | 0.01% | +500 | New |
| Wagner Wealth Management, LLC | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 557 | $24.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 552 | $24.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 607 | $26.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 587 | $26.0K | 0.00% | +3+0.5% | Added |
| TCTC Holdings, LLC | 625 | $27.0K | 0.00% | +625 | New |
| Lee Financial Co | 650 | $28.0K | 0.01% | +500+333.3% | Added |
| Danda Trouve Investment Management, Inc. | 635 | $28.0K | 0.03% | +635 | New |
| Valley National Advisers Inc | 684 | $30.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 734 | $31.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 753 | $32.0K | 0.00% | +100+15.3% | Added |
| Howe & Rusling Inc | 804 | $35.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 884 | $38.0K | 0.01% | +726+459.5% | Added |
| Private Ocean, LLC | 900 | $39.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 953 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 946 | $41.0K | 0.01% | +112+13.4% | Added |
| Sound Income Strategies, LLC | 940 | $41.0K | 0.01% | +400+74.1% | Added |
| Spire Wealth Management | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $42.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $43.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,066 | $46.0K | 0.01% | +8+0.8% | Added |
| Founders Capital Management | 1,050 | $46.0K | 0.03% | +100+10.5% | Added |
| Meridian Wealth Partners, LLC | 1,056 | $46.0K | 0.01% | +1,056 | New |
| Newbridge Financial Services Group, Inc. | 1,104 | $48.0K | 0.03% | +245+28.5% | Added |
| Hexagon Capital Partners LLC | 1,141 | $50.0K | 0.01% | +1,141 | New |
| Avion Wealth | 1,169 | $51.0K | 0.02% | +100+9.4% | Added |