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, 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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 4,909 | $257.0K | 0.05% | +4,909 | New |
| Bluefin Capital Management, LLC | 4,930 | $258.0K | 0.02% | −630−11.3% | Reduced |
| TrinityPoint Wealth, LLC | 4,938 | $258.0K | 0.05% | +4,938 | New |
| Raymond James Trust N.A. | 4,944 | $259.0K | 0.01% | −2,733−35.6% | Reduced |
| West Wealth Group, LLC | 5,000 | $261.0K | 0.10% | +5,000 | New |
| Morse Asset Management, Inc | 5,000 | $262.0K | 0.06% | +5,000 | New |
| Point72 Hong Kong Ltd | 5,064 | $265.0K | 0.02% | −9,840−66.0% | Reduced |
| Cullinan Associates Inc | 5,125 | $268.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,112 | $268.0K | 0.04% | +37+0.7% | Added |
| Resource Consulting Group Inc | 5,123 | $268.0K | 0.09% | +5,123 | New |
| Essex Savings Bank | 5,167 | $270.0K | 0.09% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 5,175 | $271.0K | 0.05% | +5,175 | New |
| Advisors Management Group Inc | 5,204 | $272.0K | 0.08% | +10.0% | Added |
| Nations Financial Group Inc, | 5,195 | $272.0K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 5,266 | $276.0K | 0.03% | +57+1.1% | Added |
| Ieq Capital, LLC | 5,317 | $278.0K | 0.01% | −144−2.6% | Reduced |
| Personal Cfo Solutions, LLC | 5,352 | $280.0K | 0.05% | −2,051−27.7% | Reduced |
| Good Life Advisors, LLC | 5,345 | $280.0K | 0.03% | +251+4.9% | Added |
| Axiom Investment Management LLC | 5,435 | $283.0K | 0.27% | 00.0% | Unchanged |
| Washington Trust Co | 5,402 | $283.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 5,429 | $284.0K | 0.00% | −112−2.0% | Reduced |
| Bristlecone Advisors, LLC | 5,642 | $295.0K | 0.04% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 1,995 | $296.0K | 0.02% | −3,971−66.6% | Reduced |
| Southland Equity Partners LLC | 5,682 | $297.3K | 0.12% | −374−6.2% | Reduced |
| Wellington Management Group LLP | 5,686 | $298.0K | 0.00% | +83+1.5% | Added |
| American Portfolios Advisors | 5,718 | $299.2K | 0.01% | +2,129+59.3% | Added |
| Montag A & Associates Inc | 5,765 | $302.0K | 0.01% | +550+10.5% | Added |
| Verdence Capital Advisors LLC | 5,786 | $303.0K | 0.04% | +15+0.3% | Added |
| Veritable, L.P. | 5,843 | $306.0K | 0.00% | +5,843 | New |
| J.W. Cole Advisors, Inc. | 5,882 | $308.0K | 0.02% | +24+0.4% | Added |
| Tradewinds, LLC. | 4,415 | $309.0K | 0.36% | +4,415 | New |
| Meeder Asset Management Inc | 5,903 | $309.0K | 0.03% | −7,029−54.4% | Reduced |
| High Net Worth Advisory Group LLC | 5,901 | $309.0K | 0.11% | +5,901 | New |
| Harvest Fund Management Co., Ltd | 5,920 | $310.0K | 0.05% | +3,517+146.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,977 | $313.0K | 0.05% | −277−4.4% | Reduced |
| Kingsview Wealth Management, LLC | 5,982 | $313.0K | 0.01% | +427+7.7% | Added |
| Linscomb & Williams, Inc. | 6,018 | $315.0K | 0.02% | −36−0.6% | Reduced |
| Laird Norton Trust Company, LLC | 6,090 | $318.0K | 0.03% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 6,100 | $319.0K | 0.14% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 6,128 | $321.0K | 0.15% | −933−13.2% | Reduced |
| Seeyond | 6,304 | $329.0K | 0.03% | +6,304 | New |
| Everence Capital Management Inc | 6,300 | $330.0K | 0.02% | −16,270−72.1% | Reduced |
| Cohen & Steers, Inc. | 6,344 | $332.0K | 0.00% | +6,344 | New |
| CPR Investments Inc. | 6,358 | $333.0K | 0.24% | +6,358 | New |
| SeaCrest Wealth Management, LLC | 6,390 | $334.0K | 0.04% | +111+1.8% | Added |
| Hudson Valley Investment Advisors Inc | 6,400 | $335.0K | 0.05% | 00.0% | Unchanged |
| Vicus Capital | 7,216 | $336.0K | 0.03% | +7,216 | New |
| Cigna Investments Inc | 6,480 | $338.0K | 0.03% | −2,250−25.8% | Reduced |
| Accuvest Global Advisors | 6,473 | $339.0K | 0.15% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,509 | $339.0K | 0.01% | +3,802+140.5% | Added |
| E&G Advisors, LP | 6,500 | $340.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Bank | 6,519 | $341.0K | 0.03% | −60−0.9% | Reduced |
| Coldstream Capital Management Inc | 6,622 | $347.0K | 0.01% | +6,622 | New |
| Ullmann Financial Group, Inc. | 6,666 | $349.0K | 0.09% | +6,666 | New |
| Dana Investment Advisors, Inc. | 6,700 | $351.0K | 0.02% | +6,700 | New |
| Glenmede Trust Co NA | 6,821 | $356.0K | 0.00% | +1,128+19.8% | Added |
| GM Advisory Group, Inc. | 6,822 | $357.0K | 0.03% | −1,763−20.5% | Reduced |
| Citizens Business Bank | 6,879 | $360.0K | 0.04% | −500−6.8% | Reduced |
| Clear Street Markets LLC | 6,930 | $363.0K | 0.03% | −3,470−33.4% | Reduced |
| Mackenzie Financial Corp | 6,974 | $365.0K | 0.00% | −1,011−12.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,968 | $365.0K | 0.07% | +5+0.1% | Added |
| Redpoint Investment Management Pty Ltd | 7,028 | $368.0K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 7,042 | $368.0K | 0.03% | +7,038+175,950.0% | Added |
| Park Avenue Securities LLC | 7,055 | $369.0K | 0.01% | +317+4.7% | Added |
| H&H Retirement Design & Management INC | 8,141 | $370.0K | 0.23% | −48−0.6% | Reduced |
| Scotia Capital Inc. | 7,117 | $372.0K | 0.00% | −652−8.4% | Reduced |
| Principle Wealth Partners LLC | 7,110 | $372.0K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 7,146 | $374.0K | 0.00% | +7,146 | New |
| Fca Corp | 7,200 | $377.0K | 0.13% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 7,221 | $378.0K | 0.08% | +13+0.2% | Added |
| Fiduciary Group LLC | 7,250 | $379.0K | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 7,386 | $387.0K | 0.00% | +7,386 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,418 | $388.0K | 0.04% | −486−6.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,520 | $394.0K | 0.02% | −703−8.5% | Reduced |
| Steel Peak Wealth Management LLC | 7,537 | $394.0K | 0.02% | +53+0.7% | Added |
| Black Swift Group, LLC | 7,550 | $395.0K | 0.16% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,580 | $397.0K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,648 | $400.0K | 0.01% | −2,482−24.5% | Reduced |
| Krane Funds Advisors LLC | 7,642 | $400.0K | 0.01% | −813−9.6% | Reduced |
| Stock Yards Bank & Trust Co | 7,732 | $404.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 7,828 | $410.0K | 0.23% | −16,280−67.5% | Reduced |
| Royal Fund Management, LLC | 7,905 | $413.0K | 0.06% | +633+8.7% | Added |
| Coastal Investment Advisors, Inc. | 7,914 | $414.0K | 0.09% | +1,023+14.8% | Added |
| Atlas Capital Advisors LLC | 8,002 | $418.7K | 0.06% | +2,019+33.7% | Added |
| Charter Trust Co | 8,041 | $421.0K | 0.04% | 00.0% | Unchanged |
| DCM Advisors, LLC | 8,108 | $424.0K | 0.13% | −3,855−32.2% | Reduced |
| Texas Yale Capital Corp. | 8,125 | $425.0K | 0.02% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 8,150 | $426.0K | 0.35% | +8,150 | New |
| SFG Wealth Management, LLC. | 8,244 | $431.0K | 0.38% | +8,244 | New |
| Dowling & Yahnke LLC | 8,302 | $434.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8,330 | $436.0K | 0.04% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 8,382 | $439.0K | 0.00% | +8,382 | New |
| Augustine Asset Management Inc | 8,725 | $457.0K | 0.22% | +277+3.3% | Added |
| Navellier & Associates Inc | 8,785 | $460.0K | 0.07% | −121−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,851 | $465.0K | 0.01% | +8,851 | New |
| Herold Advisors, Inc. | 9,000 | $470.0K | 0.18% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 9,094 | $476.0K | 0.29% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,100 | $476.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,129 | $477.6K | 0.00% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 9,191 | $481.0K | 0.17% | −205−2.2% | Reduced |