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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 6,186 | $269.0K | 0.09% | +6,186 | New |
| Kovack Advisors, Inc. | 6,218 | $270.0K | 0.03% | −4,222−40.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,254 | $272.0K | 0.05% | +440+7.6% | Added |
| SeaCrest Wealth Management, LLC | 6,279 | $273.0K | 0.03% | −294−4.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,400 | $278.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 6,437 | $280.0K | 0.01% | +740+13.0% | Added |
| Meristem Family Wealth, LLC | 6,486 | $282.0K | 0.03% | −430−6.2% | Reduced |
| E&G Advisors, LP | 6,500 | $282.0K | 0.08% | +6,500 | Added |
| Washington Trust Bank | 6,579 | $286.0K | 0.03% | −1,021−13.4% | Reduced |
| Global Retirement Partners, LLC | 6,579 | $286.0K | 0.03% | +230+3.6% | Added |
| Accuvest Global Advisors | 6,473 | $287.0K | 0.14% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,709 | $292.0K | 0.00% | −324−4.6% | Reduced |
| Park Avenue Securities LLC | 6,738 | $293.0K | 0.01% | +404+6.4% | Added |
| Coastal Investment Advisors, Inc. | 6,891 | $299.0K | 0.07% | +45+0.7% | Added |
| Mission Creek Capital Partners, Inc. | 6,963 | $303.0K | 0.06% | −394−5.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 7,028 | $305.0K | 0.03% | −615−8.0% | Reduced |
| Van Hulzen Asset Management, LLC | 7,050 | $306.0K | 0.05% | −700−9.0% | Reduced |
| Detalus Advisors, LLC | 7,061 | $307.0K | 0.16% | −2,467−25.9% | Reduced |
| Principle Wealth Partners LLC | 7,110 | $309.0K | 0.04% | 00.0% | Unchanged |
| New England Investment & Retirement Group, Inc. | 7,146 | $310.0K | 0.07% | +899+14.4% | Added |
| TBH Global Asset Management, LLC | 7,208 | $313.0K | 0.07% | +13+0.2% | Added |
| Royal Fund Management, LLC | 7,272 | $315.0K | 0.05% | +276+3.9% | Added |
| Citizens Business Bank | 7,379 | $321.0K | 0.04% | +768+11.6% | Added |
| Personal Cfo Solutions, LLC | 7,403 | $322.0K | 0.07% | +11+0.1% | Added |
| Steel Peak Wealth Management LLC | 7,484 | $325.0K | 0.02% | −362−4.6% | Reduced |
| Keybank National Association | 7,480 | $325.0K | 0.00% | +866+13.1% | Added |
| Black Swift Group, LLC | 7,550 | $328.0K | 0.15% | −565−7.0% | Reduced |
| Sheets Smith Wealth Management | 7,580 | $329.0K | 0.04% | −85−1.1% | Reduced |
| Raymond James Trust N.A. | 7,677 | $334.0K | 0.01% | −1,154−13.1% | Reduced |
| Fiduciary Group LLC | 7,250 | $335.0K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,732 | $336.0K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 7,769 | $338.0K | 0.00% | +402+5.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,904 | $343.0K | 0.04% | +389+5.2% | Added |
| Mackenzie Financial Corp | 7,985 | $347.0K | 0.00% | +618+8.4% | Added |
| Charter Trust Co | 8,041 | $349.0K | 0.03% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 8,189 | $350.0K | 0.22% | +107+1.3% | Added |
| Diversified Trust Co | 8,099 | $352.0K | 0.01% | +8,099 | New |
| Texas Yale Capital Corp. | 8,125 | $353.0K | 0.02% | 00.0% | Unchanged |
| IBM Retirement Fund | 8,136 | $354.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,223 | $357.0K | 0.02% | +1,585+23.9% | Added |
| Dowling & Yahnke LLC | 8,302 | $361.0K | 0.02% | +8,302 | New |
| Atwood & Palmer Inc | 8,330 | $362.0K | 0.03% | 00.0% | Unchanged |
| Invst, LLC | 8,397 | $365.0K | 0.06% | −30.0% | Reduced |
| Krane Funds Advisors LLC | 8,455 | $367.0K | 0.01% | −3,438−28.9% | Reduced |
| Augustine Asset Management Inc | 8,448 | $367.0K | 0.20% | −95−1.1% | Reduced |
| Winton Group Ltd | 8,556 | $372.0K | 0.02% | −3,352−28.1% | Reduced |
| GM Advisory Group, Inc. | 8,585 | $373.0K | 0.04% | −340−3.8% | Reduced |
| Cigna Investments Inc | 8,730 | $380.0K | 0.03% | −87−1.0% | Reduced |
| Navellier & Associates Inc | 8,906 | $387.0K | 0.06% | +8,906 | New |
| Herold Advisors, Inc. | 9,000 | $391.0K | 0.15% | +9,000 | New |
| Corrado Advisors, LLC | 9,094 | $395.0K | 0.24% | −526−5.5% | Reduced |
| Merit Financial Group, LLC | 9,100 | $395.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 9,083 | $395.0K | 0.02% | +1,415+18.5% | Added |
| Federation des caisses Desjardins du Quebec | 9,129 | $396.5K | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 9,261 | $402.0K | 0.00% | +22+0.2% | Added |
| Ethic Inc. | 9,308 | $404.0K | 0.04% | −316−3.3% | Reduced |
| XTX Topco Ltd | 9,344 | $406.0K | 0.14% | +3,186+51.7% | Added |
| AMJ Financial Wealth Management | 9,396 | $408.0K | 0.17% | +9,396 | New |
| Investors Research Corp | 9,479 | $412.0K | 0.14% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 9,513 | $413.0K | 0.04% | +9,513 | New |
| Armor Investment Advisors, LLC | 9,627 | $418.0K | 0.26% | +200+2.1% | Added |
| Wetherby Asset Management Inc | 9,696 | $421.0K | 0.03% | +1,215+14.3% | Added |
| B. Riley Wealth Management, Inc. | 9,715 | $422.0K | 0.03% | −56−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 9,835 | $427.0K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 9,875 | $429.0K | 0.01% | +151+1.6% | Added |
| Bayesian Capital Management, LP | 9,900 | $430.0K | 0.12% | −2,500−20.2% | Reduced |
| Proequities, Inc. | 9,822 | $432.0K | 0.03% | +225+2.3% | Added |
| Atlantic Union Bankshares Corp | 9,990 | $434.0K | 0.04% | −100−1.0% | Reduced |
| Plimoth Trust Co LLC | 10,078 | $438.0K | 0.12% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 9,723 | $438.0K | 0.00% | +9,723 | New |
| Advisors Capital Management, LLC | 10,130 | $440.0K | 0.01% | +10,130 | New |
| Founders Financial Alliance, LLC | 10,154 | $441.0K | 0.21% | +1,616+18.9% | Added |
| Estabrook Capital Management | 10,258 | $445.7K | 0.07% | −2,006−16.4% | Reduced |
| Catalyst Capital Advisors LLC | 10,370 | $451.0K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 10,374 | $451.0K | 0.01% | +10,374 | New |
| Clear Street Markets LLC | 10,400 | $452.0K | 0.10% | +10,400 | New |
| Bailard, Inc. | 10,861 | $472.0K | 0.02% | −535−4.7% | Reduced |
| World Asset Management Inc | 10,885 | $473.0K | 0.05% | −631−5.5% | Reduced |
| Iron Financial, LLC | 10,895 | $473.0K | 0.23% | +10,895 | New |
| Fox Run Management, L.L.C. | 10,927 | $475.0K | 0.30% | +10,927 | New |
| Demars Financial Group, LLC | 10,983 | $477.0K | 0.28% | +737+7.2% | Added |
| Essex Financial Services, Inc. | 10,997 | $478.0K | 0.05% | −54−0.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,582 | $485.0K | 0.03% | +637+5.8% | Added |
| Jefferies Group LLC | 11,198 | $486.6K | 0.01% | +11,198 | New |
| Alpha Cubed Investments, LLC | 11,210 | $487.0K | 0.04% | +42+0.4% | Added |
| Centaurus Financial, Inc. | 11,211 | $487.0K | 0.04% | +1,928+20.8% | Added |
| Delta Capital Management LLC | 11,230 | $488.0K | 0.30% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 11,368 | $500.0K | 0.07% | −69,160−85.9% | Reduced |
| Pegasus Asset Management, Inc. | 11,575 | $503.0K | 0.23% | −720−5.9% | Reduced |
| Carroll Financial Associates, Inc. | 11,634 | $505.0K | 0.03% | +17+0.1% | Added |
| Ossiam | 11,648 | $506.0K | 0.01% | −1,670−12.5% | Reduced |
| E. Ohman J:or Asset Management AB | 11,653 | $506.3K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,672 | $507.0K | 0.17% | −355−3.0% | Reduced |
| Teza Capital Management LLC | 11,706 | $509.0K | 0.24% | −35,095−75.0% | Reduced |
| BTC Capital Management, Inc. | 11,745 | $510.0K | 0.06% | 00.0% | Unchanged |
| DCM Advisors, LLC | 11,963 | $520.0K | 0.20% | −106−0.9% | Reduced |
| Archer Investment Corp | 12,000 | $521.4K | 0.20% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 12,150 | $528.0K | 0.25% | −300−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 12,160 | $528.0K | 0.02% | +12,160 | New |
| HM Payson & Co | 12,263 | $533.0K | 0.01% | 00.0% | Unchanged |