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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 9,145 | $484.0K | 0.03% | −677−6.9% | Reduced |
| Kovack Advisors, Inc. | 9,406 | $492.0K | 0.05% | +3,188+51.3% | Added |
| Investors Research Corp | 9,479 | $496.0K | 0.15% | 00.0% | Unchanged |
| Paloma Partners Management Co | 9,610 | $503.0K | 0.02% | +3,173+49.3% | Added |
| Ahrens Investment Partners LLC | 9,651 | $505.0K | 0.22% | −2,499−20.6% | Reduced |
| Capitolis Advisors LLC | 9,723 | $509.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 9,734 | $509.4K | 0.07% | −524−5.1% | Reduced |
| Illinois Municipal Retirement Fund | 9,835 | $515.0K | 0.01% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 9,838 | $515.0K | 0.04% | +123+1.3% | Added |
| Invst, LLC | 12,184 | $515.0K | 0.08% | +3,787+45.1% | Added |
| Redhawk Wealth Advisors, Inc. | 9,893 | $518.0K | 0.13% | +9,893 | New |
| Atlantic Union Bankshares Corp | 9,940 | $520.0K | 0.04% | −50−0.5% | Reduced |
| Armor Investment Advisors, LLC | 9,968 | $522.0K | 0.29% | +341+3.5% | Added |
| Plimoth Trust Co LLC | 10,078 | $527.0K | 0.13% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,157 | $532.0K | 0.02% | −25,900−71.8% | Reduced |
| Simplex Trading, LLC | 10,351 | $541.0K | 0.02% | +10,351 | New |
| Demars Financial Group, LLC | 10,383 | $543.0K | 0.29% | −600−5.5% | Reduced |
| Lincoln National Corp | 10,412 | $545.0K | 0.01% | +537+5.4% | Added |
| TD Ameritrade Investment Management, LLC | 10,433 | $546.0K | 0.00% | +10,123+3,265.5% | Added |
| Wealthcare Advisory Partners LLC | 10,467 | $548.0K | 0.03% | −4,863−31.7% | Reduced |
| Wetherby Asset Management Inc | 10,474 | $548.0K | 0.03% | +778+8.0% | Added |
| Harbour Investments, Inc. | 10,497 | $549.0K | 0.03% | −2,855−21.4% | Reduced |
| Advisor Resource Council | 10,504 | $549.0K | 0.04% | +10,504 | New |
| Cubist Systematic Strategies, LLC | 10,554 | $552.0K | 0.01% | −105,930−90.9% | Reduced |
| Wedbush Securities Inc | 10,656 | $558.0K | 0.02% | +1,573+17.3% | Added |
| Founders Financial Alliance, LLC | 10,765 | $563.0K | 0.23% | +611+6.0% | Added |
| Bailard, Inc. | 10,775 | $564.0K | 0.02% | −86−0.8% | Reduced |
| All Season Financial Advisors, Inc. | 10,793 | $565.0K | 0.39% | −1,631−13.1% | Reduced |
| Panagora Asset Management Inc | 10,830 | $567.0K | 0.00% | −9,254−46.1% | Reduced |
| Twelve Points Wealth Management LLC | 10,833 | $567.0K | 0.46% | +10,833 | New |
| Colonial River Wealth Management, LLC | 10,934 | $572.0K | 0.31% | +10,934 | New |
| Retirement Planning Co of New England, Inc. | 11,119 | $581.0K | 0.28% | +11,119 | New |
| Sawtooth Solutions, LLC | 11,148 | $584.0K | 0.07% | −4,717−29.7% | Reduced |
| Alpha Cubed Investments, LLC | 11,210 | $587.0K | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 11,370 | $595.0K | 0.08% | +20.0% | Added |
| Delta Capital Management LLC | 11,400 | $597.0K | 0.33% | +170+1.5% | Added |
| Iron Financial, LLC | 11,414 | $597.0K | 0.27% | +519+4.8% | Added |
| Profund Advisors LLC | 11,428 | $598.0K | 0.02% | −18,993−62.4% | Reduced |
| Pegasus Asset Management, Inc. | 11,495 | $602.0K | 0.25% | −80−0.7% | Reduced |
| NEIRG Wealth Management, LLC | 11,726 | $614.0K | 0.12% | +11,726 | New |
| Ethic Inc. | 11,809 | $618.0K | 0.05% | +2,501+26.9% | Added |
| Carroll Financial Associates, Inc. | 11,867 | $622.0K | 0.03% | +233+2.0% | Added |
| Archer Investment Corp | 12,000 | $628.0K | 0.21% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12,242 | $641.0K | 0.06% | +1,245+11.3% | Added |
| HM Payson & Co | 12,263 | $642.0K | 0.01% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,674 | $663.0K | 0.55% | +12,674 | New |
| KBC Group NV | 12,749 | $667.0K | 0.00% | −42,960−77.1% | Reduced |
| Sigma Planning Corp | 12,741 | $667.0K | 0.02% | −135−1.0% | Reduced |
| Winfield Associates, Inc. | 12,840 | $672.0K | 0.22% | +60+0.5% | Added |
| Princeton Capital Management LLC | 12,854 | $673.0K | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 13,027 | $682.0K | 0.01% | −120−0.9% | Reduced |
| King Luther Capital Management Corp | 13,132 | $687.0K | 0.00% | +607+4.8% | Added |
| Creative Planning | 13,231 | $692.0K | 0.00% | +631+5.0% | Added |
| Roosevelt Investment Group LLC | 13,221 | $692.0K | 0.04% | +13,221 | New |
| Advisor Partners LLC | 13,474 | $706.0K | 0.04% | −1,616−10.7% | Reduced |
| Contravisory Investment Management, Inc. | 13,538 | $708.0K | 0.19% | +13,538 | New |
| Centaurus Financial, Inc. | 13,545 | $709.0K | 0.05% | +2,334+20.8% | Added |
| Foster & Motley Inc | 13,749 | $719.0K | 0.06% | −2,248−14.1% | Reduced |
| SMH Capital Advisors Inc | 13,986 | $732.0K | 1.45% | +154+1.1% | Added |
| American National Registered Investment Advisor, Inc. | 14,112 | $738.0K | 0.24% | 00.0% | Unchanged |
| APG Asset Management N.V. | 16,105 | $741.0K | 0.00% | −11,800−42.3% | Reduced |
| Prudent Man Advisors, LLC | 14,238 | $745.0K | 0.28% | −3,320−18.9% | Reduced |
| Wellington Shields & Co., LLC | 14,238 | $745.0K | 0.15% | +528+3.9% | Added |
| Ossiam | 14,278 | $747.0K | 0.02% | +2,630+22.6% | Added |
| Hilltop Holdings Inc. | 14,664 | $767.0K | 0.08% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 14,653 | $767.0K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 14,663 | $768.0K | 0.08% | +2,918+24.8% | Added |
| Spirit of America Management Corp | 14,750 | $772.0K | 0.16% | +1,500+11.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,823 | $776.0K | 0.22% | +3,151+27.0% | Added |
| Independent Financial Group, LLC | 15,218 | $796.4K | 0.07% | −9,355−38.1% | Reduced |
| Quantitative Investment Management, LLC | 15,237 | $797.0K | 0.11% | +15,237 | New |
| Bank of the West | 15,330 | $802.0K | 0.08% | −2,800−15.4% | Reduced |
| Rafferty Asset Management, LLC | 15,540 | $813.0K | 0.00% | −3,114−16.7% | Reduced |
| AlphaCrest Capital Management LLC | 15,633 | $818.0K | 0.03% | −33,588−68.2% | Reduced |
| Beacon Financial Advisory LLC | 15,808 | $827.0K | 0.38% | −12−0.1% | Reduced |
| National Bank of Canada | 16,045 | $840.0K | 0.00% | +16,045 | New |
| E. Ohman J:or Asset Management AB | 16,053 | $840.1K | 0.02% | +4,400+37.8% | Added |
| First National Trust Co | 16,107 | $842.0K | 0.04% | +50+0.3% | Added |
| Monetary Management Group Inc | 16,100 | $843.0K | 0.21% | −300−1.8% | Reduced |
| Lee Danner & Bass Inc | 16,223 | $849.0K | 0.07% | +2,710+20.1% | Added |
| Hancock Whitney Corp | 16,455 | $861.0K | 0.03% | −29−0.2% | Reduced |
| Boston Private Wealth LLC | 16,727 | $875.0K | 0.01% | −1,268−7.0% | Reduced |
| Keeley-Teton Advisors, LLC | 16,833 | $881.0K | 0.09% | −984−5.5% | Reduced |
| Advisory Research Inc | 16,901 | $884.0K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,697 | $884.0K | 0.01% | +12,094+262.7% | Added |
| Kentucky Retirement Systems | 16,941 | $887.0K | 0.04% | −743−4.2% | Reduced |
| Gotham Asset Management, LLC | 17,127 | $896.0K | 0.03% | −13,428−43.9% | Reduced |
| Pathstone Family Office, LLC | 17,118 | $906.0K | 0.02% | +961+5.9% | Added |
| JustInvest LLC | 17,341 | $907.0K | 0.05% | +2,695+18.4% | Added |
| Koshinski Asset Management, Inc. | 17,341 | $907.5K | 0.07% | +144+0.8% | Added |
| New Mexico Educational Retirement Board | 17,640 | $923.0K | 0.03% | −1,300−6.9% | Reduced |
| Geneos Wealth Management Inc. | 17,648 | $923.0K | 0.04% | +954+5.7% | Added |
| Federated Hermes, Inc. | 17,725 | $928.0K | 0.00% | −3,489−16.4% | Reduced |
| Venture Visionary Partners LLC | 17,778 | $930.0K | 0.06% | +3,084+21.0% | Added |
| Tyler-Stone Wealth Management | 17,825 | $933.0K | 0.49% | +17,825 | New |
| Wolverine Asset Management LLC | 18,100 | $947.0K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 18,100 | $947.0K | 0.02% | +100+0.6% | Added |
| Twin Tree Management, LP | 18,330 | $959.0K | 0.02% | +18,330 | New |
| AGF Investments LLC | 19,004 | $994.0K | 0.08% | +3,958+26.3% | Added |
| Mariner, LLC | 19,148 | $1.00M | 0.00% | +819+4.5% | Added |