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 |
|---|---|---|---|---|---|
| Roosevelt Investment Group LLC | 13,221 | $692.0K | 0.04% | +13,221 | New |
| King Luther Capital Management Corp | 13,132 | $687.0K | 0.00% | +607+4.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,027 | $682.0K | 0.01% | −120−0.9% | Reduced |
| Princeton Capital Management LLC | 12,854 | $673.0K | 0.19% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 12,840 | $672.0K | 0.22% | +60+0.5% | Added |
| 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 |
| Widmann Financial Services, Inc. | 12,674 | $663.0K | 0.55% | +12,674 | New |
| HM Payson & Co | 12,263 | $642.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12,242 | $641.0K | 0.06% | +1,245+11.3% | Added |
| Archer Investment Corp | 12,000 | $628.0K | 0.21% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 11,867 | $622.0K | 0.03% | +233+2.0% | Added |
| Ethic Inc. | 11,809 | $618.0K | 0.05% | +2,501+26.9% | Added |
| NEIRG Wealth Management, LLC | 11,726 | $614.0K | 0.12% | +11,726 | New |
| Pegasus Asset Management, Inc. | 11,495 | $602.0K | 0.25% | −80−0.7% | Reduced |
| Profund Advisors LLC | 11,428 | $598.0K | 0.02% | −18,993−62.4% | Reduced |
| 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 |
| TRUE Private Wealth Advisors | 11,370 | $595.0K | 0.08% | +20.0% | Added |
| Alpha Cubed Investments, LLC | 11,210 | $587.0K | 0.04% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 11,148 | $584.0K | 0.07% | −4,717−29.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,119 | $581.0K | 0.28% | +11,119 | New |
| Colonial River Wealth Management, LLC | 10,934 | $572.0K | 0.31% | +10,934 | New |
| 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 |
| All Season Financial Advisors, Inc. | 10,793 | $565.0K | 0.39% | −1,631−13.1% | Reduced |
| Bailard, Inc. | 10,775 | $564.0K | 0.02% | −86−0.8% | Reduced |
| Founders Financial Alliance, LLC | 10,765 | $563.0K | 0.23% | +611+6.0% | Added |
| Wedbush Securities Inc | 10,656 | $558.0K | 0.02% | +1,573+17.3% | Added |
| Cubist Systematic Strategies, LLC | 10,554 | $552.0K | 0.01% | −105,930−90.9% | Reduced |
| 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 |
| 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 |
| TD Ameritrade Investment Management, LLC | 10,433 | $546.0K | 0.00% | +10,123+3,265.5% | Added |
| Lincoln National Corp | 10,412 | $545.0K | 0.01% | +537+5.4% | Added |
| Demars Financial Group, LLC | 10,383 | $543.0K | 0.29% | −600−5.5% | Reduced |
| Simplex Trading, LLC | 10,351 | $541.0K | 0.02% | +10,351 | New |
| Banque Cantonale Vaudoise | 10,157 | $532.0K | 0.02% | −25,900−71.8% | Reduced |
| Plimoth Trust Co LLC | 10,078 | $527.0K | 0.13% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 9,968 | $522.0K | 0.29% | +341+3.5% | Added |
| Atlantic Union Bankshares Corp | 9,940 | $520.0K | 0.04% | −50−0.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,893 | $518.0K | 0.13% | +9,893 | New |
| 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 |
| Estabrook Capital Management | 9,734 | $509.4K | 0.07% | −524−5.1% | Reduced |
| Capitolis Advisors LLC | 9,723 | $509.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 9,651 | $505.0K | 0.22% | −2,499−20.6% | Reduced |
| Paloma Partners Management Co | 9,610 | $503.0K | 0.02% | +3,173+49.3% | Added |
| Investors Research Corp | 9,479 | $496.0K | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,406 | $492.0K | 0.05% | +3,188+51.3% | Added |
| Proequities, Inc. | 9,145 | $484.0K | 0.03% | −677−6.9% | Reduced |
| AMJ Financial Wealth Management | 9,191 | $481.0K | 0.17% | −205−2.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,129 | $477.6K | 0.00% | 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 |
| Herold Advisors, Inc. | 9,000 | $470.0K | 0.18% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 8,851 | $465.0K | 0.01% | +8,851 | New |
| Navellier & Associates Inc | 8,785 | $460.0K | 0.07% | −121−1.4% | Reduced |
| Augustine Asset Management Inc | 8,725 | $457.0K | 0.22% | +277+3.3% | Added |
| Assenagon Asset Management S.A. | 8,382 | $439.0K | 0.00% | +8,382 | New |
| Atwood & Palmer Inc | 8,330 | $436.0K | 0.04% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 8,302 | $434.0K | 0.02% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 8,244 | $431.0K | 0.38% | +8,244 | New |
| Thompson Davis & Co., Inc. | 8,150 | $426.0K | 0.35% | +8,150 | New |
| Texas Yale Capital Corp. | 8,125 | $425.0K | 0.02% | 00.0% | Unchanged |
| DCM Advisors, LLC | 8,108 | $424.0K | 0.13% | −3,855−32.2% | Reduced |
| Charter Trust Co | 8,041 | $421.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,002 | $418.7K | 0.06% | +2,019+33.7% | Added |
| Coastal Investment Advisors, Inc. | 7,914 | $414.0K | 0.09% | +1,023+14.8% | Added |
| Royal Fund Management, LLC | 7,905 | $413.0K | 0.06% | +633+8.7% | Added |
| Fiduciary Planning LLC | 7,828 | $410.0K | 0.23% | −16,280−67.5% | Reduced |
| Stock Yards Bank & Trust Co | 7,732 | $404.0K | 0.02% | 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 |
| Sheets Smith Wealth Management | 7,580 | $397.0K | 0.05% | 00.0% | Unchanged |
| Black Swift Group, LLC | 7,550 | $395.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,418 | $388.0K | 0.04% | −486−6.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 7,386 | $387.0K | 0.00% | +7,386 | New |
| Fiduciary Group LLC | 7,250 | $379.0K | 0.04% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 7,221 | $378.0K | 0.08% | +13+0.2% | Added |
| Fca Corp | 7,200 | $377.0K | 0.13% | 00.0% | Unchanged |
| Davenport & Co LLC | 7,146 | $374.0K | 0.00% | +7,146 | New |
| 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 |
| H&H Retirement Design & Management INC | 8,141 | $370.0K | 0.23% | −48−0.6% | Reduced |
| Park Avenue Securities LLC | 7,055 | $369.0K | 0.01% | +317+4.7% | 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 |
| 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 |
| Clear Street Markets LLC | 6,930 | $363.0K | 0.03% | −3,470−33.4% | Reduced |
| Citizens Business Bank | 6,879 | $360.0K | 0.04% | −500−6.8% | Reduced |
| GM Advisory Group, Inc. | 6,822 | $357.0K | 0.03% | −1,763−20.5% | Reduced |
| Glenmede Trust Co NA | 6,821 | $356.0K | 0.00% | +1,128+19.8% | Added |
| Dana Investment Advisors, Inc. | 6,700 | $351.0K | 0.02% | +6,700 | New |
| Ullmann Financial Group, Inc. | 6,666 | $349.0K | 0.09% | +6,666 | New |