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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 1,116 | $58.0K | 0.00% | +1,116 | New |
| Parkside Financial Bank & Trust | 1,123 | $59.0K | 0.01% | −2,088−65.0% | Reduced |
| Proffitt & Goodson Inc | 1,131 | $59.0K | 0.01% | +1,131 | New |
| Hexagon Capital Partners LLC | 1,141 | $60.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,175 | $62.0K | 0.00% | +1,175 | New |
| Optiver Holding B.V. | 1,505 | $65.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,269 | $66.0K | 0.02% | +5+0.4% | Added |
| Founders Capital Management | 1,300 | $68.0K | 0.04% | +250+23.8% | Added |
| Spire Wealth Management | 1,384 | $72.0K | 0.00% | +884+176.8% | Added |
| Shelton Capital Management | 1,369 | $72.0K | 0.00% | +1,369 | New |
| American Research & Management Co. | 1,389 | $73.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,428 | $75.0K | 0.00% | −74−4.9% | Reduced |
| First Financial Corp | 1,500 | $78.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,500 | $78.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,512 | $79.0K | 0.00% | −189−11.1% | Reduced |
| Huntington National Bank | 1,506 | $79.0K | 0.00% | +753+100.0% | Added |
| SRS Capital Advisors, Inc. | 1,535 | $80.0K | 0.01% | +1,477+2,546.6% | Added |
| Retirement Group, LLC | 1,626 | $85.0K | 0.04% | +9+0.6% | Added |
| Carolinas Wealth Consulting LLC | 1,643 | $87.0K | 0.02% | +18+1.1% | Added |
| Lazard Asset Management LLC | 1,666 | $87.0K | 0.00% | +102+6.5% | Added |
| Schubert & Co | 1,703 | $89.0K | 0.09% | +1,703 | New |
| Newbridge Financial Services Group, Inc. | 1,881 | $98.0K | 0.05% | +777+70.4% | Added |
| Sawyer & Company, Inc | 1,900 | $99.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,892 | $99.0K | 0.00% | +146+8.4% | Added |
| Smithfield Trust Co | 1,920 | $100.0K | 0.01% | +1,420+284.0% | Added |
| Financial Management Professionals, Inc. | 1,936 | $101.0K | 0.02% | +53+2.8% | Added |
| Bogart Wealth, LLC | 1,924 | $101.0K | 0.01% | +200+11.6% | Added |
| First Manhattan Co | 1,995 | $104.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,000 | $104.0K | 0.05% | +2,000 | New |
| Financial Perspectives, Inc | 2,000 | $104.7K | 0.05% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,000 | $105.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,024 | $106.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,175 | $113.0K | 0.00% | −61,636−96.6% | Reduced |
| NVWM, LLC | 2,149 | $114.0K | 0.04% | +2+0.1% | Added |
| Hanson & Doremus Investment Management | 2,265 | $119.0K | 0.03% | −92−3.9% | Reduced |
| Orion Capital Management LLC | 2,300 | $120.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 2,405 | $126.0K | 0.18% | +2,405 | New |
| Tobam | 2,496 | $131.0K | 0.01% | −1,308−34.4% | Reduced |
| Trustcore Financial Services, LLC | 2,500 | $131.0K | 0.01% | +300+13.6% | Added |
| Charter Oak Capital Management, LLC | 2,590 | $136.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,635 | $138.0K | 0.00% | +2,635 | New |
| Addison Advisors LLC | 2,689 | $141.0K | 0.09% | +2,689 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,761 | $144.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,760 | $144.0K | 0.04% | +401+17.0% | Added |
| Exane Derivatives | 2,753 | $144.1K | 0.04% | +123+4.7% | Added |
| Trust Co of Vermont | 2,770 | $145.0K | 0.01% | +2,770 | New |
| Clean Yield Group | 3,000 | $157.0K | 0.05% | 00.0% | Unchanged |
| TAP Consulting, LLC | 3,025 | $158.0K | 0.04% | +3,025 | New |
| Whittier Trust Co | 3,053 | $160.0K | 0.00% | +2,100+220.4% | Added |
| AIA Group Ltd | 3,116 | $163.0K | 0.01% | +3,116 | New |
| Deseret Mutual Benefit Administrators | 3,278 | $172.0K | 0.03% | −219−6.3% | Reduced |
| Truehand, Inc | 3,416 | $179.0K | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,416 | $179.0K | 0.00% | +338+11.0% | Added |
| Surevest, LLC | 3,597 | $188.0K | 0.04% | +3,597 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,658 | $192.0K | 0.00% | +161+4.6% | Added |
| TD Waterhouse Canada Inc. | 3,699 | $192.5K | 0.00% | +3,699 | New |
| IFP Advisors, Inc | 3,810 | $199.0K | 0.00% | −585−13.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,831 | $200.0K | 0.02% | +3,831 | New |
| Benjamin F. Edwards & Company, Inc. | 3,842 | $201.0K | 0.01% | +80+2.1% | Added |
| Sunbelt Securities, Inc. | 4,523 | $202.0K | 0.03% | +4,523 | New |
| HB Wealth Management, LLC | 3,851 | $202.0K | 0.00% | +3,851 | New |
| Aevitas Wealth Management, Inc. | 3,879 | $203.0K | 0.12% | +3,879 | New |
| Park National Corp | 3,905 | $204.0K | 0.01% | +3,905 | New |
| Ameritas Investment Partners, Inc. | 3,944 | $206.0K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 3,950 | $207.0K | 0.11% | +3,950 | New |
| IHT Wealth Management, LLC | 3,980 | $208.0K | 0.02% | +3,980 | New |
| Marco Investment Management LLC | 4,000 | $209.0K | 0.02% | +4,000 | New |
| Hunter Associates Investment Management LLC | 4,000 | $209.0K | 0.06% | +4,000 | New |
| Wealthsource Partners, LLC | 3,991 | $209.0K | 0.02% | +3,991 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $209.0K | 0.11% | +4,000 | New |
| Brown Advisory Inc | 4,017 | $210.0K | 0.00% | +4,017 | New |
| Brinker Capital Investments, LLC | 4,033 | $211.0K | 0.00% | +4,033 | New |
| Integrated Wealth Concepts LLC | 4,047 | $212.0K | 0.01% | −8,113−66.7% | Reduced |
| Jupiter Asset Management Ltd | 4,062 | $213.0K | 0.00% | −33,850−89.3% | Reduced |
| Moneta Group Investment Advisors LLC | 4,070 | $213.0K | 0.01% | +4,070 | New |
| Signaturefd, LLC | 4,101 | $215.0K | 0.01% | +291+7.6% | Added |
| MSH Capital Advisors LLC | 4,173 | $218.4K | 0.10% | +4,173 | New |
| Pinnacle Private Wealth, LLC | 4,177 | $219.0K | 0.07% | +4,177 | New |
| Steward Partners Investment Advisory, LLC | 4,206 | $220.0K | 0.00% | +2,338+125.2% | Added |
| Guild Investment Management, Inc. | 4,236 | $222.0K | 0.22% | +4,236 | New |
| Freestone Capital Holdings, LLC | 4,335 | $227.0K | 0.01% | +4,335 | New |
| Norris Financial Group, LLC | 4,363 | $228.3K | 0.14% | −1,509−25.7% | Reduced |
| Wealthspire Advisors, LLC | 4,375 | $229.0K | 0.01% | +4,375 | New |
| Community Bank of Raymore | 4,460 | $233.0K | 0.10% | +4,460 | New |
| Bradley Foster & Sargent Inc | 4,504 | $236.0K | 0.00% | +4,504 | New |
| Brown Brothers Harriman & Co | 4,657 | $244.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,655 | $244.0K | 0.02% | +20.0% | Added |
| Gitterman Wealth Management, LLC | 4,696 | $245.0K | 0.18% | +4,696 | New |
| International Assets Investment Management, LLC | 4,716 | $247.0K | 0.04% | −742−13.6% | Reduced |
| Wulff, Hansen & Co. | 4,720 | $247.0K | 0.21% | +4,720 | New |
| Brighton Jones LLC | 4,723 | $247.0K | 0.01% | +4,723 | New |
| Ci Investments Inc. | 4,741 | $248.0K | 0.00% | −779−14.1% | Reduced |
| Edmp, Inc. | 4,688 | $248.0K | 0.25% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,764 | $249.0K | 0.02% | −1,470−23.6% | Reduced |
| IBM Retirement Fund | 4,773 | $250.0K | 0.03% | −3,363−41.3% | Reduced |
| Private Portfolio Partners LLC | 4,786 | $250.5K | 0.06% | +10.0% | Added |
| IndexIQ Advisors LLC | 4,802 | $251.0K | 0.01% | −161−3.2% | Reduced |
| Quad-Cities Investment Group, LLC | 4,864 | $255.0K | 0.16% | +24+0.5% | Added |
| LMR Partners LLP | 4,888 | $256.0K | 0.00% | +4,888 | New |
| Perfromance Wealth Partners, LLC | 4,889 | $256.0K | 0.01% | +4,889 | New |