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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 1,225 | $53.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,264 | $55.0K | 0.02% | +6+0.5% | Added |
| Jacobi Capital Management LLC | 1,327 | $58.0K | 0.01% | +162+13.9% | Added |
| American Research & Management Co. | 1,389 | $60.0K | 0.01% | −1,200−46.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,435 | $62.0K | 0.00% | −225−13.6% | Reduced |
| First Horizon Advisors, Inc. | 1,502 | $65.0K | 0.00% | −222−12.9% | Reduced |
| First Financial Corp | 1,500 | $65.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,500 | $65.0K | 0.04% | +1,500 | New |
| Optiver Holding B.V. | 1,505 | $65.0K | 0.00% | +1,505 | New |
| Lazard Asset Management LLC | 1,564 | $67.0K | 0.00% | +138+9.7% | Added |
| Retirement Group, LLC | 1,617 | $70.0K | 0.03% | +9+0.6% | Added |
| Carolinas Wealth Consulting LLC | 1,625 | $72.0K | 0.02% | −59−3.5% | Reduced |
| Brewin Dolphin Ltd | 1,701 | $73.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,724 | $75.0K | 0.01% | +867+101.2% | Added |
| Parallel Advisors, LLC | 1,746 | $76.0K | 0.00% | +33+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,868 | $81.0K | 0.00% | +354+23.4% | Added |
| Financial Management Professionals, Inc. | 1,883 | $82.0K | 0.02% | +31+1.7% | Added |
| Sawyer & Company, Inc | 1,900 | $83.0K | 0.04% | +300+18.8% | Added |
| Leonteq Securities AG | 1,962 | $85.2K | 0.00% | +1,248+174.8% | Added |
| First Manhattan Co | 1,995 | $86.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $86.9K | 0.04% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,000 | $87.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,024 | $88.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 2,147 | $93.0K | 0.03% | +2+0.1% | Added |
| Trustcore Financial Services, LLC | 2,200 | $96.0K | 0.01% | +99+4.7% | Added |
| Pinebridge Investments, L.P. | 2,281 | $99.0K | 0.00% | −53−2.3% | Reduced |
| Orion Capital Management LLC | 2,300 | $100.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,357 | $102.0K | 0.02% | −3,183−57.5% | Reduced |
| Sentry Investment Management LLC | 2,359 | $102.0K | 0.03% | +2,338+11,133.3% | Added |
| Harvest Fund Management Co., Ltd | 2,403 | $104.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,417 | $105.0K | 0.03% | +51+2.2% | Added |
| Neo Ivy Capital Management | 4,155 | $108.0K | 0.12% | +3,810+1,104.3% | Added |
| Charter Oak Capital Management, LLC | 2,590 | $113.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 2,630 | $114.3K | 0.03% | +1,767+204.8% | Added |
| Penserra Capital Management LLC | 2,707 | $116.0K | 0.00% | +2,202+436.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,761 | $120.0K | 0.01% | −3,400−55.2% | Reduced |
| Alpha Paradigm Partners, LLC | 2,883 | $125.0K | 0.05% | −8,522−74.7% | Reduced |
| Clean Yield Group | 3,000 | $130.0K | 0.05% | 00.0% | Unchanged |
| Cordant, Inc. | 3,006 | $131.0K | 0.08% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,078 | $134.0K | 0.00% | +719+30.5% | Added |
| O'Shaughnessy Asset Management, LLC | 3,145 | $137.0K | 0.00% | +25+0.8% | Added |
| Parkside Financial Bank & Trust | 3,211 | $140.0K | 0.04% | +27+0.8% | Added |
| Truehand, Inc | 3,416 | $148.0K | 0.09% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,497 | $152.0K | 0.00% | −1,178−25.2% | Reduced |
| Deseret Mutual Benefit Administrators | 3,497 | $152.0K | 0.03% | +1,017+41.0% | Added |
| American Portfolios Advisors | 3,589 | $155.9K | 0.01% | −82−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,762 | $163.0K | 0.01% | +649+20.8% | Added |
| Tobam | 3,804 | $165.0K | 0.01% | +2,732+254.9% | Added |
| Signaturefd, LLC | 3,810 | $166.0K | 0.01% | +361+10.5% | Added |
| Ameritas Investment Partners, Inc. | 3,944 | $171.0K | 0.01% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 4,000 | $173.0K | 0.06% | +4,000 | New |
| IFP Advisors, Inc | 4,395 | $192.0K | 0.00% | +250+6.0% | Added |
| Cutler Group LP | 4,495 | $195.0K | 0.01% | +2,694+149.6% | Added |
| Machina Capital S.A.S. | 4,592 | $200.0K | 0.43% | +4,592 | New |
| Brown Brothers Harriman & Co | 4,657 | $202.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,653 | $202.0K | 0.04% | +4,653 | New |
| Cresset Asset Management, LLC | 4,603 | $202.0K | 0.00% | +4,603 | New |
| Edmp, Inc. | 4,688 | $207.0K | 0.22% | +4,688 | New |
| Private Portfolio Partners LLC | 4,785 | $207.9K | 0.06% | +20.0% | Added |
| Quad-Cities Investment Group, LLC | 4,840 | $210.0K | 0.15% | +25+0.5% | Added |
| Verition Fund Management LLC | 4,974 | $216.0K | 0.00% | −3,299−39.9% | Reduced |
| IndexIQ Advisors LLC | 4,963 | $216.0K | 0.01% | +242+5.1% | Added |
| Synovus Financial Corp | 4,985 | $216.0K | 0.00% | +4,985 | New |
| AlphaStar Capital Management, LLC | 4,726 | $216.0K | 0.01% | +4,726 | New |
| Good Life Advisors, LLC | 5,094 | $221.0K | 0.03% | −211−4.0% | Reduced |
| Toth Financial Advisory Corp | 5,075 | $221.0K | 0.03% | +37+0.7% | Added |
| Cooper Financial Group | 5,100 | $222.0K | 0.05% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,125 | $223.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,195 | $226.0K | 0.03% | −287−5.2% | Reduced |
| Advisors Management Group Inc | 5,203 | $226.0K | 0.07% | +10.0% | Added |
| Morris Capital Advisors, LLC | 5,198 | $226.0K | 0.18% | 00.0% | Unchanged |
| XML Financial, LLC | 5,209 | $226.0K | 0.03% | +65+1.3% | Added |
| Busey Wealth Management | 5,180 | $226.0K | 0.01% | +5,180 | New |
| Montag A & Associates Inc | 5,215 | $227.0K | 0.01% | +5,215 | New |
| Washington Trust Co | 5,402 | $234.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 5,435 | $235.0K | 0.24% | +485+9.8% | Added |
| Globeflex Capital L P | 5,444 | $237.0K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,458 | $237.0K | 0.04% | +36+0.7% | Added |
| Ieq Capital, LLC | 5,461 | $237.0K | 0.01% | +5,461 | New |
| Ci Investments Inc. | 5,520 | $240.0K | 0.00% | +270+5.1% | Added |
| Kingsview Wealth Management, LLC | 5,555 | $241.0K | 0.01% | −182−3.2% | Reduced |
| Greenleaf Trust | 5,541 | $241.0K | 0.00% | +357+6.9% | Added |
| Bluefin Capital Management, LLC | 5,560 | $242.0K | 0.03% | +5,560 | New |
| Wellington Management Group LLP | 5,603 | $243.0K | 0.00% | −12,361−68.8% | Reduced |
| Bristlecone Advisors, LLC | 5,642 | $245.0K | 0.03% | −624−10.0% | Reduced |
| NuWave Investment Management, LLC | 5,656 | $246.0K | 0.28% | −7,415−56.7% | Reduced |
| Glenmede Trust Co NA | 5,693 | $247.0K | 0.00% | −229−3.9% | Reduced |
| Essex Savings Bank | 5,167 | $247.0K | 0.09% | +72+1.4% | Added |
| Verdence Capital Advisors LLC | 5,771 | $251.0K | 0.03% | +16+0.3% | Added |
| Fca Corp | 7,200 | $253.0K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,858 | $255.0K | 0.02% | +393+7.2% | Added |
| Norris Financial Group, LLC | 5,872 | $255.1K | 0.17% | +5,872 | New |
| Beaumont Financial Partners, LLC | 5,966 | $259.0K | 0.02% | −399−6.3% | Reduced |
| Atlas Capital Advisors LLC | 5,983 | $260.0K | 0.04% | +4,470+295.4% | Added |
| Jump Financial, LLC | 5,964 | $260.0K | 0.02% | +5,964 | New |
| Linscomb & Williams, Inc. | 6,054 | $263.0K | 0.01% | +862+16.6% | Added |
| Southland Equity Partners LLC | 6,056 | $263.1K | 0.12% | +236+4.1% | Added |
| Flagship Harbor Advisors, LLC | 6,234 | $264.0K | 0.03% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,090 | $264.0K | 0.03% | +6,090 | New |
| Abbot Financial Management, Inc. | 6,100 | $265.0K | 0.12% | 00.0% | Unchanged |