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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.

Q4 2021 vs. Q3 2021

How the institutions holding Iron Mountain Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of IRM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders71110754+53
Shares228.6M172.2K228.4M−36.3K (0.0%)
Value$9.94B$7.48M$12.0B+$2.01B (+20.3%)

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held Iron Mountain Inc at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 126 by value.

Institutions new to IRM in Q4 2021
InstitutionSharesValue% of portfolio
Cbre Clarion Securities LLC536,000$28.0M0.40%
Cookson Peirce & Co Inc379,897$19.9M1.11%
AustralianSuper Pty Ltd361,287$18.3M0.10%
Allspring Global Investments Holdings, LLC247,706$13.0M0.01%
Foresight Capital Management Advisors, Inc.97,365$5.09M4.96%
Sonora Investment Management Group, LLC93,214$4.88M0.57%
ETF Managers Group, LLC88,469$4.65M0.09%
Integrated Advisors Network LLC68,032$3.56M0.21%
Yousif Capital Management, LLC58,005$3.04M0.03%
Moody Lynn & Lieberson, LLC54,076$2.83M0.19%
Disciplined Equity Management, Inc.49,535$2.59M2.50%
Vert Asset Management LLC48,266$2.53M2.08%
TKG Advisors, LLC47,530$2.49M1.96%
Hussman Strategic Advisors, Inc.46,000$2.41M0.53%
Gulf International Bank (UK) Ltd45,064$2.36M0.03%
Castleview Partners, LLC123,080$2.35M0.02%
McMillion Capital Management Inc34,137$1.79M0.97%
Lockheed Martin Investment Management Co33,428$1.75M0.09%
Churchill Management Corp31,559$1.65M0.02%
Herbst Group, LLC29,386$1.54M0.95%
Bridgewater Associates, LP26,971$1.41M0.01%
Brookfield Asset Management Inc.25,113$1.31M0.01%
Polar Asset Management Partners Inc.23,038$1.21M0.01%
Blueshift Asset Management, LLC21,575$1.13M0.10%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management20,957$1.10M0.05%
Twin Tree Management, LP18,330$959.0K0.02%
Tyler-Stone Wealth Management17,825$933.0K0.49%
National Bank of Canada16,045$840.0K0.00%
Quantitative Investment Management, LLC15,237$797.0K0.11%
Contravisory Investment Management, Inc.13,538$708.0K0.19%
Roosevelt Investment Group LLC13,221$692.0K0.04%
Widmann Financial Services, Inc.12,674$663.0K0.55%
NEIRG Wealth Management, LLC11,726$614.0K0.12%
Retirement Planning Co of New England, Inc.11,119$581.0K0.28%
Colonial River Wealth Management, LLC10,934$572.0K0.31%
Twelve Points Wealth Management LLC10,833$567.0K0.46%
Advisor Resource Council10,504$549.0K0.04%
Simplex Trading, LLC10,351$541.0K0.02%
Redhawk Wealth Advisors, Inc.9,893$518.0K0.13%
B. Metzler seel. Sohn & Co. AG8,851$465.0K0.01%
Assenagon Asset Management S.A.8,382$439.0K0.00%
SFG Wealth Management, LLC.8,244$431.0K0.38%
Thompson Davis & Co., Inc.8,150$426.0K0.35%
Parallax Volatility Advisers, L.P.7,386$387.0K0.00%
Davenport & Co LLC7,146$374.0K0.00%
Dana Investment Advisors, Inc.6,700$351.0K0.02%
Ullmann Financial Group, Inc.6,666$349.0K0.09%
Coldstream Capital Management Inc6,622$347.0K0.01%
Vicus Capital7,216$336.0K0.03%
CPR Investments Inc.6,358$333.0K0.24%
Cohen & Steers, Inc.6,344$332.0K0.00%
Seeyond6,304$329.0K0.03%
High Net Worth Advisory Group LLC5,901$309.0K0.11%
Tradewinds, LLC.4,415$309.0K0.36%
Veritable, L.P.5,843$306.0K0.00%
Fagan Associates, Inc.5,175$271.0K0.05%
Resource Consulting Group Inc5,123$268.0K0.09%
Morse Asset Management, Inc5,000$262.0K0.06%
West Wealth Group, LLC5,000$261.0K0.10%
TrinityPoint Wealth, LLC4,938$258.0K0.05%
Two Sigma Securities, LLC4,909$257.0K0.05%
LMR Partners LLP4,888$256.0K0.00%
Perfromance Wealth Partners, LLC4,889$256.0K0.01%
Wulff, Hansen & Co.4,720$247.0K0.21%
Brighton Jones LLC4,723$247.0K0.01%
Gitterman Wealth Management, LLC4,696$245.0K0.18%
Bradley Foster & Sargent Inc4,504$236.0K0.00%
Community Bank of Raymore4,460$233.0K0.10%
Wealthspire Advisors, LLC4,375$229.0K0.01%
Freestone Capital Holdings, LLC4,335$227.0K0.01%
Guild Investment Management, Inc.4,236$222.0K0.22%
Pinnacle Private Wealth, LLC4,177$219.0K0.07%
MSH Capital Advisors LLC4,173$218.4K0.10%
Moneta Group Investment Advisors LLC4,070$213.0K0.01%
Brinker Capital Investments, LLC4,033$211.0K0.00%
Brown Advisory Inc4,017$210.0K0.00%
Marco Investment Management LLC4,000$209.0K0.02%
Hunter Associates Investment Management LLC4,000$209.0K0.06%
Wealthsource Partners, LLC3,991$209.0K0.02%
Murphy, Middleton, Hinkle & Parker, Inc.4,000$209.0K0.11%
IHT Wealth Management, LLC3,980$208.0K0.02%
Seelaus Asset Management LLC3,950$207.0K0.11%
Park National Corp3,905$204.0K0.01%
Aevitas Wealth Management, Inc.3,879$203.0K0.12%
Sunbelt Securities, Inc.4,523$202.0K0.03%
HB Wealth Management, LLC3,851$202.0K0.00%
Checchi Capital Advisers, LLC3,831$200.0K0.02%
TD Waterhouse Canada Inc.3,699$192.5K0.00%
Surevest, LLC3,597$188.0K0.04%
AIA Group Ltd3,116$163.0K0.01%
TAP Consulting, LLC3,025$158.0K0.04%
Trust Co of Vermont2,770$145.0K0.01%
Addison Advisors LLC2,689$141.0K0.09%
CWM, LLC2,635$138.0K0.00%
Covestor Ltd2,405$126.0K0.18%
Mystic Asset Management, Inc.2,000$104.0K0.05%
Schubert & Co1,703$89.0K0.09%
Shelton Capital Management1,369$72.0K0.00%
CoreCap Advisors, LLC1,175$62.0K0.00%
Proffitt & Goodson Inc1,131$59.0K0.01%

Sold out (73)

Institutions that held Iron Mountain Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of IRM in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Zimmer Partners, LP287,500$12.5M
Qube Research & Technologies Ltd138,697$6.03M
Tudor Investment Corp Et Al136,100$5.91M
Duality Advisers, LP129,996$5.65M
Healthcare of Ontario Pension Plan Trust Fund100,000$4.34M
AMP Capital Investors Ltd98,796$4.29M
D. E. Shaw & Co., Inc.54,566$2.37M
Citadel Advisors LLC45,263$1.97M
Avenir Corp39,130$1.70M
Two Sigma Advisers, LP36,100$1.57M
Worldquant Millennium Advisors LLC34,982$1.52M
Ontario Teachers Pension Plan Board31,476$1.37M
Pearl River Capital, LLC30,152$1.31M
Quadrature Capital Ltd29,126$1.26M
Eii Capital Management, Inc.25,700$1.12M
Arkadios Wealth Advisors25,534$1.11M
Versor Investments LP20,382$886.0K
Marshall Wace, LLP19,503$847.0K
Financial Engines Advisors L.L.C.19,034$838.0K
Atom Investors LP17,454$758.0K
Diamant Asset Management, Inc.14,775$642.0K
Schonfeld Strategic Advisors LLC14,200$617.0K
Virtu Financial LLC13,906$604.0K
Quantedge Capital Pte Ltd13,700$595.0K
Teza Capital Management LLC11,706$509.0K
Lombard Odier Asset Management (Switzerland) SA11,582$485.0K
Fox Run Management, L.L.C.10,927$475.0K
Bayesian Capital Management, LP9,900$430.0K
XTX Topco Ltd9,344$406.0K
Impax Asset Management Group plc9,261$402.0K
Winton Group Ltd8,556$372.0K
Diversified Trust Co8,099$352.0K
Keybank National Association7,480$325.0K
Van Hulzen Asset Management, LLC7,050$306.0K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,709$292.0K
Global Retirement Partners, LLC6,579$286.0K
Meristem Family Wealth, LLC6,486$282.0K
Campbell & CO Investment Adviser LLC6,186$269.0K
Jump Financial, LLC5,964$260.0K
NuWave Investment Management, LLC5,656$246.0K
Busey Wealth Management5,180$226.0K
Morris Capital Advisors, LLC5,198$226.0K
Cooper Financial Group5,100$222.0K
Synovus Financial Corp4,985$216.0K
Verition Fund Management LLC4,974$216.0K
AlphaStar Capital Management, LLC4,726$216.0K
Machina Capital S.A.S.4,592$200.0K
Guidance Point Advisors, LLC4,000$173.0K
O'Shaughnessy Asset Management, LLC3,145$137.0K
Cordant, Inc.3,006$131.0K
Alpha Paradigm Partners, LLC2,883$125.0K
Neo Ivy Capital Management4,155$108.0K
Leonteq Securities AG1,962$85.2K
Edmond de Rothschild Holding S.A.1,435$62.0K
Jacobi Capital Management LLC1,327$58.0K
Fred Alger Management, LLC1,225$53.0K
Meridian Wealth Partners, LLC1,056$46.0K
Danda Trouve Investment Management, Inc.635$28.0K
Mascoma Wealth Management LLC500$22.0K
CX Institutional510$22.0K
Kowal Investment Group, LLC494$21.0K
AlphaMark Advisors, LLC400$17.0K
Atlas Private Wealth Advisors355$15.0K
Systematic Alpha Investments, LLC215$10.0K
Oakworth Capital, Inc.180$8.00K
D'Orazio & Associates, Inc.151$7.00K
Capital Advisory Group Advisory Services, LLC153$7.00K
Syverson Strege & Co133$6.00K
Allworth Financial LP114$5.00K
Red Tortoise LLC94$4.00K
Liberty Wealth Management LLC58$2.00K
C M Bidwell & Associates Ltd27$1.00K
Consolidated Planning Corp2$0

Not filed for Q4 2021 yet (10)

Institutions that held Iron Mountain Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IRM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Sonora Investment Management, LLC94,509$4.11M
NorthCoast Asset Management LLC19,583$851.0K
B. Metzler seel. Sohn & Co. Holding AG16,443$714.0K
Mid Atlantic Financial Management Inc13,575$590.0K
World Asset Management Inc10,885$473.0K
HighPoint Advisor Group LLC9,513$413.0K
New England Investment & Retirement Group, Inc.7,146$310.0K
Berman Capital Advisors, LLC402$17.0K
Heritage Wealth Management, LLC115$5.00K
Wealth Quarterback LLC75$4.00K