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, 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 |
|---|---|---|---|---|---|
| TrimTabs Asset Management, LLC | 27,186 | $1.20M | 0.58% | +6,318+30.3% | Added |
| Intrua Financial, LLC | 26,101 | $1.19M | 0.22% | +26,101 | New |
| Convergence Investment Partners, LLC | 26,819 | $1.17M | 0.63% | +1,986+8.0% | Added |
| Cerity Partners LLC | 26,392 | $1.15M | 0.03% | +110.0% | Added |
| Edgestream Partners, L.P. | 26,360 | $1.15M | 0.07% | +26,360 | New |
| Wolverine Trading, LLC | 25,725 | $1.14M | 0.02% | +16,491+178.6% | Added |
| Thompson Investment Management, Inc. | 26,139 | $1.14M | 0.17% | −340−1.3% | Reduced |
| Kinneret Advisory, LLC | 25,708 | $1.13M | 0.13% | 00.0% | Unchanged |
| Eii Capital Management, Inc. | 25,700 | $1.12M | 0.53% | 00.0% | Unchanged |
| 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 |
| 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 |
| Gables Capital Management Inc. | 25,260 | $1.10M | 0.72% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 25,254 | $1.10M | 0.16% | −2,457−8.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,874 | $1.08M | 0.00% | +2,824+12.8% | Added |
| Horizon Kinetics Asset Management LLC | 24,858 | $1.08M | 0.03% | −1,800−6.8% | Reduced |
| Lavaca Capital LLC | 24,676 | $1.07M | 0.54% | −250−1.0% | Reduced |
| Green Alpha Advisors, LLC | 24,637 | $1.07M | 0.74% | +4,932+25.0% | Added |
| Future Financial Wealth Managment LLC | 25,241 | $1.07M | 1.10% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 24,573 | $1.07M | 0.11% | −720−2.8% | Reduced |
| KCM Investment Advisors LLC | 24,350 | $1.06M | 0.04% | −700−2.8% | Reduced |
| Fiduciary Planning LLC | 24,108 | $1.05M | 0.56% | −409−1.7% | Reduced |
| APG Asset Management N.V. | 27,905 | $1.05M | 0.00% | −10,200−26.8% | Reduced |
| Securian Asset Management, Inc | 23,969 | $1.04M | 0.02% | −312−1.3% | Reduced |
| Roman Butler Fullerton & Co | 22,937 | $1.03M | 0.48% | +515+2.3% | Added |
| Measured Wealth Private Client Group, LLC | 23,421 | $1.02M | 0.39% | −31,918−57.7% | Reduced |
| Bramshill Investments, LLC | 23,139 | $1.00M | 0.09% | +23,139 | New |
| New England Research & Management, Inc. | 23,100 | $1.00M | 0.53% | +23,100 | New |
| Reik & Co., LLC | 22,980 | $998.0K | 0.26% | 00.0% | Unchanged |
| Everence Capital Management Inc | 22,570 | $981.0K | 0.08% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 22,500 | $978.0K | 0.00% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 22,400 | $973.0K | 0.17% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,801 | $968.0K | 0.03% | 00.0% | Unchanged |
| Delphi Management Inc | 22,173 | $963.0K | 0.99% | −1,739−7.3% | Reduced |
| Pinnacle Family Advisors, LLC | 21,671 | $942.0K | 0.42% | +5,612+34.9% | Added |
| Teachers Retirement System of the State of Kentucky | 21,573 | $937.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 21,214 | $922.0K | 0.00% | −7,797−26.9% | Reduced |
| NEXT Financial Group, Inc | 20,603 | $899.0K | 0.07% | +1,346+7.0% | Added |
| Fiduciary Trust Co | 20,678 | $898.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Wambolt & Associates, LLC | 19,993 | $879.0K | 0.35% | +4,733+31.0% | Added |
| 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 |
| Panagora Asset Management Inc | 20,084 | $873.0K | 0.00% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 19,702 | $856.0K | 0.10% | +19,702 | New |
| EWG Elevate Inc. | 19,636 | $853.0K | 0.35% | +3,319+20.3% | Added |
| NorthCoast Asset Management LLC | 19,583 | $851.0K | 0.03% | +19,583 | New |
| CIBC Private Wealth Group, LLC | 19,532 | $849.0K | 0.00% | −5,676−22.5% | Reduced |
| Foresight Wealth Management, LLC | 19,518 | $848.0K | 0.37% | −373−1.9% | Reduced |
| Marshall Wace, LLP | 19,503 | $847.0K | 0.00% | +19,503 | New |
| Financial Engines Advisors L.L.C. | 19,034 | $838.0K | 0.00% | −2,994−13.6% | Reduced |
| Fayez Sarofim & Co | 19,143 | $832.0K | 0.00% | −2,794−12.7% | Reduced |
| New Mexico Educational Retirement Board | 18,940 | $823.0K | 0.03% | −300−1.6% | Reduced |
| Rafferty Asset Management, LLC | 18,654 | $811.0K | 0.01% | −4,425−19.2% | Reduced |
| Mariner, LLC | 18,329 | $797.0K | 0.00% | +1,536+9.1% | Added |
| Soltis Investment Advisors LLC | 18,172 | $790.0K | 0.12% | +1,323+7.9% | Added |
| Bank of the West | 18,130 | $788.0K | 0.08% | −557−3.0% | Reduced |
| 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 |
| 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 |
| Keeley-Teton Advisors, LLC | 17,817 | $774.0K | 0.08% | −398−2.2% | Reduced |
| Kentucky Retirement Systems | 17,684 | $768.0K | 0.04% | +871+5.2% | Added |
| Prudent Man Advisors, LLC | 17,558 | $763.0K | 0.29% | +154+0.9% | Added |
| Atom Investors LP | 17,454 | $758.0K | 0.15% | +7,763+80.1% | Added |
| Tower Research Capital LLC (TRC) | 17,427 | $757.0K | 0.02% | −11,958−40.7% | Reduced |
| Koshinski Asset Management, Inc. | 17,197 | $747.2K | 0.06% | +17,197 | New |
| 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 |
| Tectonic Advisors LLC | 16,822 | $730.0K | 0.14% | +7,930+89.2% | Added |
| Hancock Whitney Corp | 16,484 | $716.0K | 0.03% | −9,143−35.7% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 16,443 | $714.0K | 0.01% | −7,800−32.2% | Reduced |
| Monetary Management Group Inc | 16,400 | $713.0K | 0.20% | −5,000−23.4% | Reduced |
| Pathstone Family Office, LLC | 16,157 | $711.0K | 0.02% | +1,020+6.7% | Added |
| First National Trust Co | 16,057 | $698.0K | 0.04% | +304+1.9% | Added |
| Foster & Motley Inc | 15,997 | $695.0K | 0.06% | −3,390−17.5% | Reduced |
| Sawtooth Solutions, LLC | 15,865 | $689.0K | 0.11% | +4,546+40.2% | Added |
| Beacon Financial Advisory LLC | 15,820 | $687.0K | 0.36% | +490+3.2% | Added |
| Venture Visionary Partners LLC | 14,694 | $671.0K | 0.05% | −1,187−7.5% | Reduced |
| Wealthcare Advisory Partners LLC | 15,330 | $666.0K | 0.04% | +487+3.3% | Added |
| Advisor Partners LLC | 15,090 | $656.0K | 0.04% | −563−3.6% | Reduced |
| AGF Investments LLC | 15,046 | $654.0K | 0.06% | +8+0.1% | Added |
| Point72 Hong Kong Ltd | 14,904 | $648.0K | 0.05% | +14,904 | New |
| Diamant Asset Management, Inc. | 14,775 | $642.0K | 0.53% | +14,775 | New |
| 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 |
| JustInvest LLC | 14,646 | $636.0K | 0.06% | −1,012−6.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,200 | $617.0K | 0.01% | −59,100−80.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 14,112 | $613.0K | 0.22% | −43−0.3% | Reduced |
| Virtu Financial LLC | 13,906 | $604.0K | 0.05% | −1,015−6.8% | Reduced |
| SMH Capital Advisors Inc | 13,832 | $601.0K | 1.10% | −85−0.6% | Reduced |
| Wellington Shields & Co., LLC | 13,710 | $596.0K | 0.21% | +10+0.1% | Added |
| Quantedge Capital Pte Ltd | 13,700 | $595.0K | 0.29% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 13,575 | $590.0K | 0.04% | −1,934−12.5% | Reduced |
| Lee Danner & Bass Inc | 13,513 | $587.0K | 0.05% | +3,905+40.6% | Added |
| Harbour Investments, Inc. | 13,352 | $580.0K | 0.02% | −1,569−10.5% | Reduced |