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 |
|---|---|---|---|---|---|
| All Season Financial Advisors, Inc. | 12,424 | $540.0K | 0.43% | −2,116−14.6% | Reduced |
| King Luther Capital Management Corp | 12,525 | $544.0K | 0.00% | −664−5.0% | Reduced |
| Creative Planning | 12,600 | $547.0K | 0.00% | −1,739−12.1% | Reduced |
| Winfield Associates, Inc. | 12,780 | $555.0K | 0.21% | +900+7.6% | Added |
| Sigma Planning Corp | 12,876 | $559.0K | 0.02% | −5,240−28.9% | Reduced |
| Princeton Capital Management LLC | 12,854 | $559.0K | 0.18% | −2,800−17.9% | Reduced |
| Meeder Asset Management Inc | 12,932 | $561.0K | 0.03% | −9,439−42.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,147 | $571.0K | 0.01% | +35+0.3% | Added |
| Spirit of America Management Corp | 13,250 | $576.0K | 0.12% | +13,250 | New |
| Harbour Investments, Inc. | 13,352 | $580.0K | 0.02% | −1,569−10.5% | Reduced |
| Lee Danner & Bass Inc | 13,513 | $587.0K | 0.05% | +3,905+40.6% | Added |
| Mid Atlantic Financial Management Inc | 13,575 | $590.0K | 0.04% | −1,934−12.5% | Reduced |
| Quantedge Capital Pte Ltd | 13,700 | $595.0K | 0.29% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 13,710 | $596.0K | 0.21% | +10+0.1% | Added |
| SMH Capital Advisors Inc | 13,832 | $601.0K | 1.10% | −85−0.6% | Reduced |
| Virtu Financial LLC | 13,906 | $604.0K | 0.05% | −1,015−6.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 14,112 | $613.0K | 0.22% | −43−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,200 | $617.0K | 0.01% | −59,100−80.6% | Reduced |
| JustInvest LLC | 14,646 | $636.0K | 0.06% | −1,012−6.5% | Reduced |
| Candriam Luxembourg S.C.A. | 14,653 | $637.0K | 0.00% | −14,596−49.9% | Reduced |
| Hilltop Holdings Inc. | 14,664 | $637.0K | 0.07% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 14,775 | $642.0K | 0.53% | +14,775 | New |
| Point72 Hong Kong Ltd | 14,904 | $648.0K | 0.05% | +14,904 | New |
| AGF Investments LLC | 15,046 | $654.0K | 0.06% | +8+0.1% | Added |
| Advisor Partners LLC | 15,090 | $656.0K | 0.04% | −563−3.6% | Reduced |
| Wealthcare Advisory Partners LLC | 15,330 | $666.0K | 0.04% | +487+3.3% | Added |
| Venture Visionary Partners LLC | 14,694 | $671.0K | 0.05% | −1,187−7.5% | Reduced |
| Beacon Financial Advisory LLC | 15,820 | $687.0K | 0.36% | +490+3.2% | Added |
| Sawtooth Solutions, LLC | 15,865 | $689.0K | 0.11% | +4,546+40.2% | Added |
| Foster & Motley Inc | 15,997 | $695.0K | 0.06% | −3,390−17.5% | Reduced |
| First National Trust Co | 16,057 | $698.0K | 0.04% | +304+1.9% | Added |
| Pathstone Family Office, LLC | 16,157 | $711.0K | 0.02% | +1,020+6.7% | Added |
| Monetary Management Group Inc | 16,400 | $713.0K | 0.20% | −5,000−23.4% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 16,443 | $714.0K | 0.01% | −7,800−32.2% | Reduced |
| Hancock Whitney Corp | 16,484 | $716.0K | 0.03% | −9,143−35.7% | Reduced |
| Tectonic Advisors LLC | 16,822 | $730.0K | 0.14% | +7,930+89.2% | Added |
| Advisory Research Inc | 16,901 | $734.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16,694 | $734.0K | 0.03% | +1,231+8.0% | Added |
| Koshinski Asset Management, Inc. | 17,197 | $747.2K | 0.06% | +17,197 | New |
| Tower Research Capital LLC (TRC) | 17,427 | $757.0K | 0.02% | −11,958−40.7% | Reduced |
| Atom Investors LP | 17,454 | $758.0K | 0.15% | +7,763+80.1% | Added |
| Prudent Man Advisors, LLC | 17,558 | $763.0K | 0.29% | +154+0.9% | Added |
| Kentucky Retirement Systems | 17,684 | $768.0K | 0.04% | +871+5.2% | Added |
| Keeley-Teton Advisors, LLC | 17,817 | $774.0K | 0.08% | −398−2.2% | Reduced |
| Louisiana State Employees Retirement System | 18,000 | $782.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 17,995 | $782.0K | 0.01% | +12,543+230.1% | Added |
| Wolverine Asset Management LLC | 18,100 | $786.0K | 0.01% | −5,379−22.9% | Reduced |
| Capital Investment Advisors, LLC | 18,101 | $786.0K | 0.03% | +5,263+41.0% | Added |
| Bank of the West | 18,130 | $788.0K | 0.08% | −557−3.0% | Reduced |
| Soltis Investment Advisors LLC | 18,172 | $790.0K | 0.12% | +1,323+7.9% | Added |
| Mariner, LLC | 18,329 | $797.0K | 0.00% | +1,536+9.1% | Added |
| Rafferty Asset Management, LLC | 18,654 | $811.0K | 0.01% | −4,425−19.2% | Reduced |
| New Mexico Educational Retirement Board | 18,940 | $823.0K | 0.03% | −300−1.6% | Reduced |
| Fayez Sarofim & Co | 19,143 | $832.0K | 0.00% | −2,794−12.7% | Reduced |
| Financial Engines Advisors L.L.C. | 19,034 | $838.0K | 0.00% | −2,994−13.6% | Reduced |
| Marshall Wace, LLP | 19,503 | $847.0K | 0.00% | +19,503 | New |
| Foresight Wealth Management, LLC | 19,518 | $848.0K | 0.37% | −373−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 19,532 | $849.0K | 0.00% | −5,676−22.5% | Reduced |
| NorthCoast Asset Management LLC | 19,583 | $851.0K | 0.03% | +19,583 | New |
| EWG Elevate Inc. | 19,636 | $853.0K | 0.35% | +3,319+20.3% | Added |
| Eagle Ridge Investment Management | 19,702 | $856.0K | 0.10% | +19,702 | New |
| Panagora Asset Management Inc | 20,084 | $873.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,175 | $877.0K | 0.00% | −538−2.6% | Reduced |
| Trust Investment Advisors | 20,186 | $877.0K | 0.78% | −123−0.6% | Reduced |
| Wambolt & Associates, LLC | 19,993 | $879.0K | 0.35% | +4,733+31.0% | Added |
| Sumitomo Life Insurance Co | 20,402 | $886.0K | 0.02% | −927−4.3% | Reduced |
| Versor Investments LP | 20,382 | $886.0K | 0.03% | +8,693+74.4% | Added |
| Slow Capital, Inc. | 20,455 | $889.0K | 0.16% | −4,032−16.5% | Reduced |
| Elo Mutual Pension Insurance Co | 20,456 | $889.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 20,678 | $898.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 20,603 | $899.0K | 0.07% | +1,346+7.0% | Added |
| Federated Hermes, Inc. | 21,214 | $922.0K | 0.00% | −7,797−26.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,573 | $937.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 21,671 | $942.0K | 0.42% | +5,612+34.9% | Added |
| Delphi Management Inc | 22,173 | $963.0K | 0.99% | −1,739−7.3% | Reduced |
| Maryland State Retirement & Pension System | 21,801 | $968.0K | 0.03% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 22,400 | $973.0K | 0.17% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 22,500 | $978.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 22,570 | $981.0K | 0.08% | 00.0% | Unchanged |
| Reik & Co., LLC | 22,980 | $998.0K | 0.26% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 23,100 | $1.00M | 0.53% | +23,100 | New |
| Bramshill Investments, LLC | 23,139 | $1.00M | 0.09% | +23,139 | New |
| Measured Wealth Private Client Group, LLC | 23,421 | $1.02M | 0.39% | −31,918−57.7% | Reduced |
| Roman Butler Fullerton & Co | 22,937 | $1.03M | 0.48% | +515+2.3% | Added |
| Securian Asset Management, Inc | 23,969 | $1.04M | 0.02% | −312−1.3% | Reduced |
| APG Asset Management N.V. | 27,905 | $1.05M | 0.00% | −10,200−26.8% | Reduced |
| Fiduciary Planning LLC | 24,108 | $1.05M | 0.56% | −409−1.7% | Reduced |
| KCM Investment Advisors LLC | 24,350 | $1.06M | 0.04% | −700−2.8% | Reduced |
| Independent Financial Group, LLC | 24,573 | $1.07M | 0.11% | −720−2.8% | Reduced |
| Future Financial Wealth Managment LLC | 25,241 | $1.07M | 1.10% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 24,637 | $1.07M | 0.74% | +4,932+25.0% | Added |
| Lavaca Capital LLC | 24,676 | $1.07M | 0.54% | −250−1.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 24,858 | $1.08M | 0.03% | −1,800−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,874 | $1.08M | 0.00% | +2,824+12.8% | Added |
| Redwood Investment Management, LLC | 25,254 | $1.10M | 0.16% | −2,457−8.9% | Reduced |
| Gables Capital Management Inc. | 25,260 | $1.10M | 0.72% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 25,323 | $1.10M | 0.14% | −2,058−7.5% | Reduced |
| US Bancorp | 25,321 | $1.10M | 0.00% | +2,258+9.8% | Added |
| Arkadios Wealth Advisors | 25,534 | $1.11M | 0.16% | −5,539−17.8% | Reduced |
| CIBC Asset Management Inc | 25,513 | $1.11M | 0.00% | +695+2.8% | Added |