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 |
|---|---|---|---|---|---|
| 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 |
| Edmond de Rothschild Holding S.A. | 1,435 | $62.0K | 0.00% | −225−13.6% | Reduced |
| American Research & Management Co. | 1,389 | $60.0K | 0.01% | −1,200−46.3% | Reduced |
| Jacobi Capital Management LLC | 1,327 | $58.0K | 0.01% | +162+13.9% | Added |
| Bedel Financial Consulting, Inc. | 1,264 | $55.0K | 0.02% | +6+0.5% | Added |
| Fred Alger Management, LLC | 1,225 | $53.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,169 | $51.0K | 0.02% | +100+9.4% | Added |
| Hexagon Capital Partners LLC | 1,141 | $50.0K | 0.01% | +1,141 | New |
| Newbridge Financial Services Group, Inc. | 1,104 | $48.0K | 0.03% | +245+28.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,066 | $46.0K | 0.01% | +8+0.8% | Added |
| Founders Capital Management | 1,050 | $46.0K | 0.03% | +100+10.5% | Added |
| Meridian Wealth Partners, LLC | 1,056 | $46.0K | 0.01% | +1,056 | New |
| Sittner & Nelson, LLC | 1,000 | $43.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $42.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 953 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 946 | $41.0K | 0.01% | +112+13.4% | Added |
| Sound Income Strategies, LLC | 940 | $41.0K | 0.01% | +400+74.1% | Added |
| Spire Wealth Management | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 900 | $39.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 884 | $38.0K | 0.01% | +726+459.5% | Added |
| Howe & Rusling Inc | 804 | $35.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 753 | $32.0K | 0.00% | +100+15.3% | Added |
| West Paces Advisors Inc. | 734 | $31.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 684 | $30.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 650 | $28.0K | 0.01% | +500+333.3% | Added |
| Danda Trouve Investment Management, Inc. | 635 | $28.0K | 0.03% | +635 | New |
| TCTC Holdings, LLC | 625 | $27.0K | 0.00% | +625 | New |
| Clearstead Advisors, LLC | 607 | $26.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 587 | $26.0K | 0.00% | +3+0.5% | Added |
| Webster Bank, N. A. | 557 | $24.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 552 | $24.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 516 | $22.0K | 0.00% | +6+1.2% | Added |
| Financial Avengers, Inc. | 514 | $22.0K | 0.01% | +7+1.4% | Added |
| CX Institutional | 510 | $22.0K | 0.00% | +68+15.4% | Added |
| Mascoma Wealth Management LLC | 500 | $22.0K | 0.01% | +500 | New |
| Dark Forest Capital Management LP | 494 | $21.0K | 0.01% | −7,848−94.1% | Reduced |
| Smithfield Trust Co | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 494 | $21.0K | 0.01% | +494 | New |
| Baystate Wealth Management LLC | 420 | $18.0K | 0.00% | +6+1.4% | Added |
| Savior LLC | 420 | $18.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 382 | $17.0K | 0.00% | −6−1.5% | Reduced |
| Ellevest, Inc. | 386 | $17.0K | 0.00% | +31+8.7% | Added |
| Berman Capital Advisors, LLC | 402 | $17.0K | 0.00% | +66+19.6% | Added |
| AdvisorNet Financial, Inc | 378 | $16.0K | 0.00% | +378 | New |
| Atlas Private Wealth Advisors | 355 | $15.0K | 0.01% | +5+1.4% | Added |
| Piscataqua Savings Bank | 353 | $15.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 329 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 329 | $14.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 311 | $14.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 330 | $14.0K | 0.00% | +330 | New |
| RPg Family Wealth Advisory, LLC | 310 | $13.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 300 | $13.0K | 0.00% | +100+50.0% | Added |
| Harbor Investment Advisory, LLC | 272 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 223 | $10.0K | 0.00% | −40−15.2% | Reduced |
| JFS Wealth Advisors, LLC | 220 | $10.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 224 | $10.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 215 | $10.0K | 0.00% | +215 | New |
| Dividend Assets Capital, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 202 | $9.00K | 0.00% | +3+1.5% | Added |
| TD Ameritrade Investment Management, LLC | 310 | $8.00K | 0.00% | −9,224−96.7% | Reduced |
| Eagle Bay Advisors LLC | 233 | $8.00K | 0.00% | −68−22.6% | Reduced |
| Lindbrook Capital, LLC | 180 | $8.00K | 0.00% | −32−15.1% | Reduced |
| Oakworth Capital, Inc. | 180 | $8.00K | 0.00% | +180 | New |
| D'Orazio & Associates, Inc. | 151 | $7.00K | 0.00% | −205−57.6% | Reduced |
| Farmers & Merchants Investments Inc | 155 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 172 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 153 | $7.00K | 0.00% | +1+0.7% | Added |
| Kozak & Associates, Inc. | 147 | $7.00K | 0.00% | +147 | New |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 142 | $6.00K | 0.00% | +3+2.2% | Added |
| Syverson Strege & Co | 133 | $6.00K | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 147 | $6.00K | 0.00% | +147 | New |
| Assetmark, Inc | 125 | $5.00K | 0.00% | −2−1.6% | Reduced |
| Benjamin Edwards Inc | 125 | $5.00K | 0.00% | +2+1.6% | Added |
| Heritage Wealth Management, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 115 | $5.00K | 0.00% | +15+15.0% | Added |
| Allworth Financial LP | 114 | $5.00K | 0.00% | +114 | New |
| Hudock, Inc. | 96 | $4.00K | 0.00% | +2+2.1% | Added |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 95 | $4.00K | 0.00% | +27+39.7% | Added |
| Zions Bancorporation, N.A. | 89 | $4.00K | 0.00% | +12+15.6% | Added |
| Wealth Quarterback LLC | 75 | $4.00K | 0.00% | +75 | New |
| Red Tortoise LLC | 94 | $4.00K | 0.00% | +94 | New |
| SRS Capital Advisors, Inc. | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $3.00K | 0.00% | +43+268.8% | Added |
| Sandy Spring Bank | 43 | $2.00K | 0.00% | +1+2.4% | Added |
| Liberty Wealth Management LLC | 58 | $2.00K | 0.00% | +30+107.1% | Added |
| Fieldpoint Private Securities, LLC | 54 | $2.00K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 43 | $1.87K | 0.00% | +4+10.3% | Added |