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 |
|---|---|---|---|---|---|
| Monument Capital Management | 29,096 | $1.52M | 0.47% | −947−3.2% | Reduced |
| Teamwork Financial Advisors, LLC | 28,477 | $1.49M | 0.27% | −1,595−5.3% | Reduced |
| Cerity Partners LLC | 28,185 | $1.47M | 0.02% | +1,793+6.8% | Added |
| Cubic Asset Management, LLC | 28,005 | $1.47M | 0.33% | 00.0% | Unchanged |
| RFG Advisory, LLC | 27,871 | $1.46M | 0.10% | −971−3.4% | Reduced |
| TrimTabs Asset Management, LLC | 27,186 | $1.42M | 0.70% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 27,118 | $1.42M | 0.01% | +1,605+6.3% | Added |
| Convergence Investment Partners, LLC | 27,059 | $1.42M | 0.72% | +240+0.9% | Added |
| Capital Investment Advisory Services, LLC | 26,978 | $1.41M | 0.17% | +1,655+6.5% | Added |
| Bridgewater Associates, LP | 26,971 | $1.41M | 0.01% | +26,971 | New |
| Richard P Slaughter Associates Inc | 26,813 | $1.40M | 0.50% | −1,038−3.7% | Reduced |
| Ingalls & Snyder LLC | 26,263 | $1.37M | 0.06% | −14,755−36.0% | Reduced |
| Kinneret Advisory, LLC | 25,708 | $1.36M | 0.14% | 00.0% | Unchanged |
| Intrua Financial, LLC | 25,640 | $1.34M | 0.24% | −461−1.8% | Reduced |
| Gables Capital Management Inc. | 25,260 | $1.32M | 0.79% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 25,208 | $1.32M | 0.03% | +350+1.4% | Added |
| Brookfield Asset Management Inc. | 25,113 | $1.31M | 0.01% | +25,113 | New |
| Green Alpha Advisors, LLC | 24,844 | $1.30M | 0.88% | +207+0.8% | Added |
| Lavaca Capital LLC | 24,588 | $1.29M | 0.57% | −88−0.4% | Reduced |
| Securian Asset Management, Inc | 24,512 | $1.28M | 0.02% | +543+2.3% | Added |
| Tectonic Advisors LLC | 24,365 | $1.27M | 0.23% | +7,543+44.8% | Added |
| KCM Investment Advisors LLC | 24,350 | $1.27M | 0.04% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 24,169 | $1.26M | 0.18% | −1,970−7.5% | Reduced |
| Delphi Management Inc | 23,848 | $1.25M | 1.17% | +1,675+7.6% | Added |
| New England Research & Management, Inc. | 23,350 | $1.22M | 0.59% | +250+1.1% | Added |
| Bramshill Investments, LLC | 23,122 | $1.21M | 0.12% | −17−0.1% | Reduced |
| Polar Asset Management Partners Inc. | 23,038 | $1.21M | 0.01% | +23,038 | New |
| Reik & Co., LLC | 22,980 | $1.20M | 0.29% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 22,871 | $1.20M | 0.43% | +2,878+14.4% | Added |
| Future Financial Wealth Managment LLC | 23,251 | $1.19M | 0.95% | −1,990−7.9% | Reduced |
| US Bancorp | 22,777 | $1.19M | 0.00% | −2,544−10.0% | Reduced |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.18M | 0.00% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 22,400 | $1.17M | 0.19% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 21,965 | $1.15M | 0.51% | −972−4.2% | Reduced |
| Maryland State Retirement & Pension System | 21,801 | $1.14M | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 21,782 | $1.14M | 0.40% | −1,639−7.0% | Reduced |
| 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 |
| 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 |
| Trust Investment Advisors | 21,443 | $1.12M | 0.88% | +1,257+6.2% | Added |
| 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 |
| Wolverine Trading, LLC | 20,691 | $1.09M | 0.01% | −5,034−19.6% | Reduced |
| Fiduciary Trust Co | 20,677 | $1.08M | 0.02% | −10.0% | Reduced |
| NEXT Financial Group, Inc | 20,410 | $1.07M | 0.07% | −193−0.9% | Reduced |
| Slow Capital, Inc. | 20,244 | $1.06M | 0.18% | −211−1.0% | Reduced |
| EWG Elevate Inc. | 20,197 | $1.06M | 0.52% | +561+2.9% | 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 |
| Foresight Wealth Management, LLC | 19,773 | $1.03M | 0.40% | +255+1.3% | Added |
| Eagle Ridge Investment Management | 19,702 | $1.03M | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 19,232 | $1.01M | 0.03% | +1,131+6.2% | Added |
| Mariner, LLC | 19,148 | $1.00M | 0.00% | +819+4.5% | Added |
| AGF Investments LLC | 19,004 | $994.0K | 0.08% | +3,958+26.3% | Added |
| Twin Tree Management, LP | 18,330 | $959.0K | 0.02% | +18,330 | 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 |
| Tyler-Stone Wealth Management | 17,825 | $933.0K | 0.49% | +17,825 | New |
| Venture Visionary Partners LLC | 17,778 | $930.0K | 0.06% | +3,084+21.0% | Added |
| Federated Hermes, Inc. | 17,725 | $928.0K | 0.00% | −3,489−16.4% | Reduced |
| 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 |
| Koshinski Asset Management, Inc. | 17,341 | $907.5K | 0.07% | +144+0.8% | Added |
| JustInvest LLC | 17,341 | $907.0K | 0.05% | +2,695+18.4% | Added |
| Pathstone Family Office, LLC | 17,118 | $906.0K | 0.02% | +961+5.9% | Added |
| Gotham Asset Management, LLC | 17,127 | $896.0K | 0.03% | −13,428−43.9% | Reduced |
| Kentucky Retirement Systems | 16,941 | $887.0K | 0.04% | −743−4.2% | 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 |
| Keeley-Teton Advisors, LLC | 16,833 | $881.0K | 0.09% | −984−5.5% | Reduced |
| Boston Private Wealth LLC | 16,727 | $875.0K | 0.01% | −1,268−7.0% | Reduced |
| Hancock Whitney Corp | 16,455 | $861.0K | 0.03% | −29−0.2% | Reduced |
| Lee Danner & Bass Inc | 16,223 | $849.0K | 0.07% | +2,710+20.1% | Added |
| Monetary Management Group Inc | 16,100 | $843.0K | 0.21% | −300−1.8% | Reduced |
| First National Trust Co | 16,107 | $842.0K | 0.04% | +50+0.3% | Added |
| E. Ohman J:or Asset Management AB | 16,053 | $840.1K | 0.02% | +4,400+37.8% | Added |
| National Bank of Canada | 16,045 | $840.0K | 0.00% | +16,045 | New |
| Beacon Financial Advisory LLC | 15,808 | $827.0K | 0.38% | −12−0.1% | Reduced |
| AlphaCrest Capital Management LLC | 15,633 | $818.0K | 0.03% | −33,588−68.2% | Reduced |
| Rafferty Asset Management, LLC | 15,540 | $813.0K | 0.00% | −3,114−16.7% | Reduced |
| Bank of the West | 15,330 | $802.0K | 0.08% | −2,800−15.4% | Reduced |
| Quantitative Investment Management, LLC | 15,237 | $797.0K | 0.11% | +15,237 | New |
| Independent Financial Group, LLC | 15,218 | $796.4K | 0.07% | −9,355−38.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,823 | $776.0K | 0.22% | +3,151+27.0% | Added |
| Spirit of America Management Corp | 14,750 | $772.0K | 0.16% | +1,500+11.3% | Added |
| BTC Capital Management, Inc. | 14,663 | $768.0K | 0.08% | +2,918+24.8% | 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 |
| Ossiam | 14,278 | $747.0K | 0.02% | +2,630+22.6% | Added |
| 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 |
| APG Asset Management N.V. | 16,105 | $741.0K | 0.00% | −11,800−42.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 14,112 | $738.0K | 0.24% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 13,986 | $732.0K | 1.45% | +154+1.1% | Added |
| Foster & Motley Inc | 13,749 | $719.0K | 0.06% | −2,248−14.1% | Reduced |
| Centaurus Financial, Inc. | 13,545 | $709.0K | 0.05% | +2,334+20.8% | Added |
| Contravisory Investment Management, Inc. | 13,538 | $708.0K | 0.19% | +13,538 | New |
| Advisor Partners LLC | 13,474 | $706.0K | 0.04% | −1,616−10.7% | Reduced |
| Creative Planning | 13,231 | $692.0K | 0.00% | +631+5.0% | Added |