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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 6,579 | $286.0K | 0.03% | +230+3.6% | 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 |
| Paloma Partners Management Co | 6,437 | $280.0K | 0.01% | +740+13.0% | Added |
| Hudson Valley Investment Advisors Inc | 6,400 | $278.0K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,279 | $273.0K | 0.03% | −294−4.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,254 | $272.0K | 0.05% | +440+7.6% | Added |
| Kovack Advisors, Inc. | 6,218 | $270.0K | 0.03% | −4,222−40.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,186 | $269.0K | 0.09% | +6,186 | New |
| Abbot Financial Management, Inc. | 6,100 | $265.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Southland Equity Partners LLC | 6,056 | $263.1K | 0.12% | +236+4.1% | Added |
| Linscomb & Williams, Inc. | 6,054 | $263.0K | 0.01% | +862+16.6% | Added |
| Jump Financial, LLC | 5,964 | $260.0K | 0.02% | +5,964 | New |
| Atlas Capital Advisors LLC | 5,983 | $260.0K | 0.04% | +4,470+295.4% | Added |
| Beaumont Financial Partners, LLC | 5,966 | $259.0K | 0.02% | −399−6.3% | Reduced |
| Norris Financial Group, LLC | 5,872 | $255.1K | 0.17% | +5,872 | New |
| J.W. Cole Advisors, Inc. | 5,858 | $255.0K | 0.02% | +393+7.2% | Added |
| Fca Corp | 7,200 | $253.0K | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,771 | $251.0K | 0.03% | +16+0.3% | Added |
| 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 |
| NuWave Investment Management, LLC | 5,656 | $246.0K | 0.28% | −7,415−56.7% | Reduced |
| Bristlecone Advisors, LLC | 5,642 | $245.0K | 0.03% | −624−10.0% | Reduced |
| Wellington Management Group LLP | 5,603 | $243.0K | 0.00% | −12,361−68.8% | Reduced |
| Bluefin Capital Management, LLC | 5,560 | $242.0K | 0.03% | +5,560 | New |
| 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 |
| Ci Investments Inc. | 5,520 | $240.0K | 0.00% | +270+5.1% | 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 |
| Axiom Investment Management LLC | 5,435 | $235.0K | 0.24% | +485+9.8% | Added |
| Washington Trust Co | 5,402 | $234.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,215 | $227.0K | 0.01% | +5,215 | New |
| 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 |
| Cullinan Associates Inc | 5,125 | $223.0K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 5,100 | $222.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Quad-Cities Investment Group, LLC | 4,840 | $210.0K | 0.15% | +25+0.5% | Added |
| Private Portfolio Partners LLC | 4,785 | $207.9K | 0.06% | +20.0% | Added |
| Edmp, Inc. | 4,688 | $207.0K | 0.22% | +4,688 | 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 |
| Machina Capital S.A.S. | 4,592 | $200.0K | 0.43% | +4,592 | New |
| Cutler Group LP | 4,495 | $195.0K | 0.01% | +2,694+149.6% | Added |
| IFP Advisors, Inc | 4,395 | $192.0K | 0.00% | +250+6.0% | Added |
| Guidance Point Advisors, LLC | 4,000 | $173.0K | 0.06% | +4,000 | New |
| Ameritas Investment Partners, Inc. | 3,944 | $171.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,810 | $166.0K | 0.01% | +361+10.5% | Added |
| Tobam | 3,804 | $165.0K | 0.01% | +2,732+254.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,762 | $163.0K | 0.01% | +649+20.8% | Added |
| American Portfolios Advisors | 3,589 | $155.9K | 0.01% | −82−2.2% | Reduced |
| 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 |
| Truehand, Inc | 3,416 | $148.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,211 | $140.0K | 0.04% | +27+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 3,145 | $137.0K | 0.00% | +25+0.8% | Added |
| Fifth Third Bancorp | 3,078 | $134.0K | 0.00% | +719+30.5% | Added |
| Cordant, Inc. | 3,006 | $131.0K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 3,000 | $130.0K | 0.05% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 2,883 | $125.0K | 0.05% | −8,522−74.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,761 | $120.0K | 0.01% | −3,400−55.2% | Reduced |
| Penserra Capital Management LLC | 2,707 | $116.0K | 0.00% | +2,202+436.0% | Added |
| Exane Derivatives | 2,630 | $114.3K | 0.03% | +1,767+204.8% | Added |
| Charter Oak Capital Management, LLC | 2,590 | $113.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,155 | $108.0K | 0.12% | +3,810+1,104.3% | Added |
| Glen Eagle Advisors, LLC | 2,417 | $105.0K | 0.03% | +51+2.2% | Added |
| Harvest Fund Management Co., Ltd | 2,403 | $104.0K | 0.02% | 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 |
| Orion Capital Management LLC | 2,300 | $100.0K | 0.06% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,281 | $99.0K | 0.00% | −53−2.3% | Reduced |
| Trustcore Financial Services, LLC | 2,200 | $96.0K | 0.01% | +99+4.7% | Added |
| NVWM, LLC | 2,147 | $93.0K | 0.03% | +2+0.1% | Added |
| Vigilant Capital Management, LLC | 2,024 | $88.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,000 | $87.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $86.9K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $86.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,962 | $85.2K | 0.00% | +1,248+174.8% | Added |
| Sawyer & Company, Inc | 1,900 | $83.0K | 0.04% | +300+18.8% | Added |
| Financial Management Professionals, Inc. | 1,883 | $82.0K | 0.02% | +31+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,868 | $81.0K | 0.00% | +354+23.4% | Added |
| Parallel Advisors, LLC | 1,746 | $76.0K | 0.00% | +33+1.9% | Added |
| Bogart Wealth, LLC | 1,724 | $75.0K | 0.01% | +867+101.2% | Added |
| Brewin Dolphin Ltd | 1,701 | $73.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,625 | $72.0K | 0.02% | −59−3.5% | Reduced |
| Retirement Group, LLC | 1,617 | $70.0K | 0.03% | +9+0.6% | Added |
| Lazard Asset Management LLC | 1,564 | $67.0K | 0.00% | +138+9.7% | Added |