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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 19,232 | $1.01M | 0.03% | +1,131+6.2% | Added |
| Eagle Ridge Investment Management | 19,702 | $1.03M | 0.11% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 19,773 | $1.03M | 0.40% | +255+1.3% | Added |
| Sumitomo Life Insurance Co | 19,869 | $1.04M | 0.02% | −533−2.6% | Reduced |
| Soltis Investment Advisors LLC | 19,878 | $1.04M | 0.15% | +1,706+9.4% | Added |
| EWG Elevate Inc. | 20,197 | $1.06M | 0.52% | +561+2.9% | Added |
| Slow Capital, Inc. | 20,244 | $1.06M | 0.18% | −211−1.0% | Reduced |
| NEXT Financial Group, Inc | 20,410 | $1.07M | 0.07% | −193−0.9% | Reduced |
| Fiduciary Trust Co | 20,677 | $1.08M | 0.02% | −10.0% | Reduced |
| Wolverine Trading, LLC | 20,691 | $1.09M | 0.01% | −5,034−19.6% | Reduced |
| Hudson Portfolio Management LLC | 20,980 | $1.10M | 0.97% | −7,525−26.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,957 | $1.10M | 0.05% | +20,957 | New |
| Trust Investment Advisors | 21,443 | $1.12M | 0.88% | +1,257+6.2% | Added |
| Pinnacle Family Advisors, LLC | 21,487 | $1.12M | 0.51% | −184−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 21,473 | $1.12M | 0.03% | +1,017+5.0% | Added |
| Teachers Retirement System of the State of Kentucky | 21,573 | $1.13M | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 21,575 | $1.13M | 0.10% | +21,575 | New |
| Measured Wealth Private Client Group, LLC | 21,782 | $1.14M | 0.40% | −1,639−7.0% | Reduced |
| Maryland State Retirement & Pension System | 21,801 | $1.14M | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 21,965 | $1.15M | 0.51% | −972−4.2% | Reduced |
| Boenning & Scattergood, Inc. | 22,400 | $1.17M | 0.19% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.18M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 22,777 | $1.19M | 0.00% | −2,544−10.0% | Reduced |
| Future Financial Wealth Managment LLC | 23,251 | $1.19M | 0.95% | −1,990−7.9% | Reduced |
| Wambolt & Associates, LLC | 22,871 | $1.20M | 0.43% | +2,878+14.4% | Added |
| Reik & Co., LLC | 22,980 | $1.20M | 0.29% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 23,038 | $1.21M | 0.01% | +23,038 | New |
| Bramshill Investments, LLC | 23,122 | $1.21M | 0.12% | −17−0.1% | Reduced |
| New England Research & Management, Inc. | 23,350 | $1.22M | 0.59% | +250+1.1% | Added |
| Delphi Management Inc | 23,848 | $1.25M | 1.17% | +1,675+7.6% | Added |
| Thompson Investment Management, Inc. | 24,169 | $1.26M | 0.18% | −1,970−7.5% | Reduced |
| KCM Investment Advisors LLC | 24,350 | $1.27M | 0.04% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 24,365 | $1.27M | 0.23% | +7,543+44.8% | Added |
| Securian Asset Management, Inc | 24,512 | $1.28M | 0.02% | +543+2.3% | Added |
| Lavaca Capital LLC | 24,588 | $1.29M | 0.57% | −88−0.4% | Reduced |
| Green Alpha Advisors, LLC | 24,844 | $1.30M | 0.88% | +207+0.8% | Added |
| Brookfield Asset Management Inc. | 25,113 | $1.31M | 0.01% | +25,113 | New |
| Horizon Kinetics Asset Management LLC | 25,208 | $1.32M | 0.03% | +350+1.4% | Added |
| Gables Capital Management Inc. | 25,260 | $1.32M | 0.79% | 00.0% | Unchanged |
| Intrua Financial, LLC | 25,640 | $1.34M | 0.24% | −461−1.8% | Reduced |
| Kinneret Advisory, LLC | 25,708 | $1.36M | 0.14% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 26,263 | $1.37M | 0.06% | −14,755−36.0% | Reduced |
| Richard P Slaughter Associates Inc | 26,813 | $1.40M | 0.50% | −1,038−3.7% | Reduced |
| Bridgewater Associates, LP | 26,971 | $1.41M | 0.01% | +26,971 | New |
| Capital Investment Advisory Services, LLC | 26,978 | $1.41M | 0.17% | +1,655+6.5% | Added |
| Convergence Investment Partners, LLC | 27,059 | $1.42M | 0.72% | +240+0.9% | Added |
| CIBC Asset Management Inc | 27,118 | $1.42M | 0.01% | +1,605+6.3% | Added |
| TrimTabs Asset Management, LLC | 27,186 | $1.42M | 0.70% | 00.0% | Unchanged |
| RFG Advisory, LLC | 27,871 | $1.46M | 0.10% | −971−3.4% | Reduced |
| Cubic Asset Management, LLC | 28,005 | $1.47M | 0.33% | 00.0% | Unchanged |
| Cerity Partners LLC | 28,185 | $1.47M | 0.02% | +1,793+6.8% | Added |
| Teamwork Financial Advisors, LLC | 28,477 | $1.49M | 0.27% | −1,595−5.3% | Reduced |
| Monument Capital Management | 29,096 | $1.52M | 0.47% | −947−3.2% | Reduced |
| Herbst Group, LLC | 29,386 | $1.54M | 0.95% | +29,386 | New |
| Northwestern Mutual Wealth Management Co | 29,835 | $1.56M | 0.00% | +4,961+19.9% | Added |
| Oppenheimer & Co Inc | 30,191 | $1.58M | 0.03% | −1,295−4.1% | Reduced |
| Griffin Asset Management, Inc. | 30,811 | $1.61M | 0.20% | −4,177−11.9% | Reduced |
| Alps Advisors Inc | 30,824 | $1.61M | 0.02% | −2,594−7.8% | Reduced |
| Eqis Capital Management, Inc. | 30,856 | $1.61M | 0.12% | +2,339+8.2% | Added |
| Norinchukin Bank, The | 31,283 | $1.64M | 0.02% | +372+1.2% | Added |
| Los Angeles Capital Management LLC | 31,410 | $1.64M | 0.01% | +11,235+55.7% | Added |
| Churchill Management Corp | 31,559 | $1.65M | 0.02% | +31,559 | New |
| Ancora Advisors, LLC | 31,875 | $1.67M | 0.04% | +454+1.4% | Added |
| AQR Capital Management LLC | 32,165 | $1.68M | 0.00% | −2,478−7.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 32,310 | $1.69M | 0.44% | +1,343+4.3% | Added |
| Fayez Sarofim & Co | 32,983 | $1.73M | 0.01% | +13,840+72.3% | Added |
| Lockheed Martin Investment Management Co | 33,428 | $1.75M | 0.09% | +33,428 | New |
| Holderness Investments Co | 33,471 | $1.75M | 0.52% | +200+0.6% | Added |
| Redwood Investment Management, LLC | 33,486 | $1.75M | 0.23% | +8,232+32.6% | Added |
| Kavar Capital Partners Group, LLC | 33,623 | $1.76M | 0.37% | −675−2.0% | Reduced |
| CoreFirst Bank & Trust | 33,840 | $1.77M | 1.15% | −240−0.7% | Reduced |
| McMillion Capital Management Inc | 34,137 | $1.79M | 0.97% | +34,137 | New |
| Sippican Capital Advisors | 34,432 | $1.80M | 1.53% | −1,530−4.3% | Reduced |
| Jefferies Group LLC | 34,500 | $1.81M | 0.03% | +23,302+208.1% | Added |
| Advisory Services Network, LLC | 35,064 | $1.83M | 0.05% | −18,013−33.9% | Reduced |
| Cutler Group LP | 35,316 | $1.85M | 0.13% | +30,821+685.7% | Added |
| Independent Advisor Alliance | 35,433 | $1.85M | 0.09% | +446+1.3% | Added |
| Madison Asset Management, LLC | 36,160 | $1.89M | 0.02% | +2,538+7.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,344 | $1.90M | 0.02% | +70+0.2% | Added |
| Vestcor Inc | 36,375 | $1.90M | 0.07% | −25,786−41.5% | Reduced |
| American National Insurance Co | 36,660 | $1.92M | 0.42% | −164,690−81.8% | Reduced |
| Mathes Company, Inc. | 36,850 | $1.93M | 0.66% | −2,300−5.9% | Reduced |
| Bessemer Group Inc | 36,944 | $1.93M | 0.00% | +1,483+4.2% | Added |
| Mercer Global Advisors Inc | 37,184 | $1.95M | 0.01% | −3,965−9.6% | Reduced |
| RB Capital Management, LLC | 37,517 | $1.96M | 0.61% | +1,448+4.0% | Added |
| Ziegler Capital Management, LLC | 39,054 | $1.98M | 0.07% | −3,340−7.9% | Reduced |
| Horizon Investments, LLC | 37,877 | $1.98M | 0.06% | +2,013+5.6% | Added |
| Mutual of America Capital Management LLC | 38,232 | $2.00M | 0.02% | +254+0.7% | Added |
| Public Employees Retirement Association of Colorado | 38,491 | $2.01M | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 38,874 | $2.03M | 0.01% | −942−2.4% | Reduced |
| Xponance, Inc. | 38,970 | $2.04M | 0.03% | +3,505+9.9% | Added |
| DuPont Capital Management Corp | 39,225 | $2.05M | 0.07% | −3,842−8.9% | Reduced |
| Globeflex Capital L P | 39,326 | $2.06M | 0.42% | +33,882+622.4% | Added |
| Texas Permanent School Fund | 39,938 | $2.09M | 0.03% | −4,781−10.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 40,141 | $2.10M | 0.08% | −37,063−48.0% | Reduced |
| IFM Investors Pty Ltd | 40,190 | $2.10M | 0.04% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 40,424 | $2.12M | 0.76% | −1,788−4.2% | Reduced |
| Sculati Wealth Management, LLC | 42,061 | $2.20M | 1.06% | +735+1.8% | Added |
| ING Groep NV | 42,174 | $2.21M | 0.02% | +12,028+39.9% | Added |
| CIBC World Markets Inc. | 42,566 | $2.23M | 0.01% | −200−0.5% | Reduced |