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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 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, Q4 2021

Institutional positions in Iron Mountain Inc as of Dec 31, 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
754
+53 vs. Q3 2021
Shares held
228.4M
−36.3K (0.0%) vs. Q3 2021
Total value
$12.0B
+$2.01B (+20.3%) vs. Q3 2021
New holders
126
265 more added
Sold out
73
243 more reduced

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 754 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ4 2021: $12.0B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2021.

Institutions holding IRM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC5$00.00%00.0%Unchanged
Key Financial Inc1$00.00%00.0%Unchanged
Curi Capital3$00.00%+3New
Dark Forest Capital Management LP11$1.00K0.00%−483−97.8%Reduced
Optimum Investment Advisors11$1.00K0.00%−10−47.6%Reduced
JJJ Advisors Inc.19$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc14$1.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC28$1.00K0.00%+28New
Capital Advisors, Ltd. LLC11$1.00K0.00%+11New
Ritter Daniher Financial Advisory, LLC15$1.00K0.00%+15New
Bivin & Associates, Inc.20$1.00K0.00%+20New
Sutton Wealth Advisors Inc.33$1.73K0.00%00.0%Unchanged
Kelly Financial Services LLC36$1.88K0.00%00.0%Unchanged
Sandy Spring Bank44$2.00K0.00%+1+2.3%Added
Central Bank & Trust Co34$2.00K0.00%+34New
Amplius Wealth Advisors, LLC50$2.00K0.00%+50New
Raffa Wealth Management, LLC39$2.04K0.00%−4−9.3%Reduced
MV Capital Management, Inc.62$3.00K0.00%+3+5.1%Added
Fieldpoint Private Securities, LLC54$3.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC76$4.00K0.00%−157−67.4%Reduced
Glassman Wealth Services71$4.00K0.00%−24−25.3%Reduced
Castle Financial & Retirement Planning Associates, Inc.100$4.00K0.01%+100New
Dividend Assets Capital, LLC100$5.00K0.00%−100−50.0%Reduced
Hudock, Inc.97$5.00K0.00%+1+1.0%Added
Zions Bancorporation, N.A.96$5.00K0.00%+7+7.9%Added
McIlrath & Eck, LLC100$5.00K0.00%00.0%Unchanged
Lake Point Wealth Management100$5.00K0.00%00.0%Unchanged
Hoese & Co LLP100$5.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.105$5.00K0.00%+105New
West Paces Advisors Inc.113$5.91K0.00%−621−84.6%Reduced
Ellis Investment Partners, LLC116$6.00K0.00%+116New
Earnest Partners LLC133$7.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC142$7.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.143$7.00K0.00%00.0%Unchanged
Assetmark, Inc125$7.00K0.00%00.0%Unchanged
Benjamin Edwards Inc127$7.00K0.00%+2+1.6%Added
Farmers & Merchants Investments Inc155$8.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.149$8.00K0.01%+2+1.4%Added
Tradewinds Capital Management, LLC150$8.00K0.00%+35+30.4%Added
CVA Family Office, LLC145$8.00K0.00%+145New
Prestige Wealth Management Group LLC172$9.00K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC175$9.00K0.00%+175New
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$10.0K0.00%+200New
Enterprise Trust & Investment Co200$10.0K0.00%+200New
BerganKDV Wealth Management, LLC204$11.0K0.00%+2+1.0%Added
Kistler-Tiffany Companies, LLC227$12.0K0.00%+4+1.8%Added
JFS Wealth Advisors, LLC220$12.0K0.00%00.0%Unchanged
Leelyn Smith, LLC224$12.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc240$13.0K0.00%+93+63.3%Added
Exchange Traded Concepts, LLC263$14.0K0.00%−72,080−99.6%Reduced
Private Capital Group, LLC257$14.0K0.00%−54−17.4%Reduced
Harbor Investment Advisory, LLC272$14.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC273$14.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC295$15.0K0.00%00.0%Unchanged
Covington Capital Management300$16.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC308$16.0K0.00%+128+71.1%Added
RPg Family Wealth Advisory, LLC310$16.4K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc329$17.0K0.00%00.0%Unchanged
Pflug Koory, LLC329$17.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.330$17.0K0.00%00.0%Unchanged
Piscataqua Savings Bank353$18.0K0.01%00.0%Unchanged
Central Trust Co400$20.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc378$20.0K0.00%00.0%Unchanged
First Community Trust NA385$20.1K0.02%+385New
Raleigh Capital Management Inc.400$21.0K0.02%+400New
PFS Partners, LLC419$21.9K0.02%+419New
Baystate Wealth Management LLC426$22.0K0.00%+6+1.4%Added
Savior LLC420$22.0K0.02%00.0%Unchanged
Quent Capital, LLC422$22.0K0.00%+422New
Quadrant Capital Group LLC460$24.0K0.00%+78+20.4%Added
Byrne Asset Management LLC450$24.0K0.02%+450New
Fortitude Advisory Group L.L.C.459$24.0K0.01%+459New
Lee Financial Co500$26.0K0.00%−150−23.1%Reduced
Wagner Wealth Management, LLC500$26.0K0.02%00.0%Unchanged
Focused Wealth Management, Inc520$27.0K0.00%+4+0.8%Added
Financial Avengers, Inc.522$27.0K0.02%+8+1.6%Added
Corbenic Partners LLC514$27.0K0.01%+514New
Loomis Sayles & Co L P528$28.0K0.00%−36,073−98.6%Reduced
Webster Bank, N. A.557$29.0K0.00%00.0%Unchanged
Silvant Capital Management LLC552$29.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC585$30.6K0.01%−1,832−75.8%Reduced
Massmutual Trust Co FSB605$32.0K0.00%+18+3.1%Added
TCTC Holdings, LLC625$33.0K0.00%00.0%Unchanged
Ellevest, Inc.638$33.0K0.00%+252+65.3%Added
Valley National Advisers Inc684$36.0K0.01%00.0%Unchanged
Group One Trading, L.P.702$37.0K0.00%+702New
M&R Capital Management Inc714$37.0K0.01%+714New
Howe & Rusling Inc804$42.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.800$42.0K0.00%+800New
Clearstead Advisors, LLC833$44.0K0.00%+226+37.2%Added
Sound Income Strategies, LLC883$46.0K0.01%−57−6.1%Reduced
Private Ocean, LLC900$47.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.892$47.0K0.01%+8+0.9%Added
Capstone Investment Advisors, LLC951$50.0K0.00%−9,423−90.8%Reduced
Tradition Wealth Management, LLC958$50.0K0.01%+12+1.3%Added
Avion Wealth969$51.0K0.01%−200−17.1%Reduced
North Star Investment Management Corp.970$51.0K0.00%00.0%Unchanged
Desjardins Global Asset Management Inc.979$51.0K0.00%+979New
Sittner & Nelson, LLC1,000$52.0K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,074$56.0K0.01%+8+0.8%Added