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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 6,622 | $347.0K | 0.01% | +6,622 | New |
| Washington Trust Bank | 6,519 | $341.0K | 0.03% | −60−0.9% | Reduced |
| E&G Advisors, LP | 6,500 | $340.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Cigna Investments Inc | 6,480 | $338.0K | 0.03% | −2,250−25.8% | Reduced |
| Vicus Capital | 7,216 | $336.0K | 0.03% | +7,216 | New |
| Hudson Valley Investment Advisors Inc | 6,400 | $335.0K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,390 | $334.0K | 0.04% | +111+1.8% | Added |
| CPR Investments Inc. | 6,358 | $333.0K | 0.24% | +6,358 | New |
| Cohen & Steers, Inc. | 6,344 | $332.0K | 0.00% | +6,344 | New |
| Everence Capital Management Inc | 6,300 | $330.0K | 0.02% | −16,270−72.1% | Reduced |
| Seeyond | 6,304 | $329.0K | 0.03% | +6,304 | New |
| Detalus Advisors, LLC | 6,128 | $321.0K | 0.15% | −933−13.2% | Reduced |
| Abbot Financial Management, Inc. | 6,100 | $319.0K | 0.14% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,090 | $318.0K | 0.03% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 6,018 | $315.0K | 0.02% | −36−0.6% | Reduced |
| 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 |
| Harvest Fund Management Co., Ltd | 5,920 | $310.0K | 0.05% | +3,517+146.4% | Added |
| 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 |
| Tradewinds, LLC. | 4,415 | $309.0K | 0.36% | +4,415 | New |
| J.W. Cole Advisors, Inc. | 5,882 | $308.0K | 0.02% | +24+0.4% | Added |
| Veritable, L.P. | 5,843 | $306.0K | 0.00% | +5,843 | New |
| Verdence Capital Advisors LLC | 5,786 | $303.0K | 0.04% | +15+0.3% | Added |
| Montag A & Associates Inc | 5,765 | $302.0K | 0.01% | +550+10.5% | Added |
| American Portfolios Advisors | 5,718 | $299.2K | 0.01% | +2,129+59.3% | Added |
| Wellington Management Group LLP | 5,686 | $298.0K | 0.00% | +83+1.5% | Added |
| Southland Equity Partners LLC | 5,682 | $297.3K | 0.12% | −374−6.2% | Reduced |
| Beaumont Financial Partners, LLC | 1,995 | $296.0K | 0.02% | −3,971−66.6% | Reduced |
| Bristlecone Advisors, LLC | 5,642 | $295.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 5,429 | $284.0K | 0.00% | −112−2.0% | Reduced |
| 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 |
| 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 |
| Ieq Capital, LLC | 5,317 | $278.0K | 0.01% | −144−2.6% | Reduced |
| XML Financial, LLC | 5,266 | $276.0K | 0.03% | +57+1.1% | Added |
| 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 |
| Fagan Associates, Inc. | 5,175 | $271.0K | 0.05% | +5,175 | New |
| Essex Savings Bank | 5,167 | $270.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Point72 Hong Kong Ltd | 5,064 | $265.0K | 0.02% | −9,840−66.0% | Reduced |
| Morse Asset Management, Inc | 5,000 | $262.0K | 0.06% | +5,000 | New |
| West Wealth Group, LLC | 5,000 | $261.0K | 0.10% | +5,000 | New |
| Raymond James Trust N.A. | 4,944 | $259.0K | 0.01% | −2,733−35.6% | Reduced |
| 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 |
| Two Sigma Securities, LLC | 4,909 | $257.0K | 0.05% | +4,909 | New |
| LMR Partners LLP | 4,888 | $256.0K | 0.00% | +4,888 | New |
| Perfromance Wealth Partners, LLC | 4,889 | $256.0K | 0.01% | +4,889 | New |
| Quad-Cities Investment Group, LLC | 4,864 | $255.0K | 0.16% | +24+0.5% | Added |
| IndexIQ Advisors LLC | 4,802 | $251.0K | 0.01% | −161−3.2% | Reduced |
| Private Portfolio Partners LLC | 4,786 | $250.5K | 0.06% | +10.0% | Added |
| IBM Retirement Fund | 4,773 | $250.0K | 0.03% | −3,363−41.3% | Reduced |
| Flagship Harbor Advisors, LLC | 4,764 | $249.0K | 0.02% | −1,470−23.6% | Reduced |
| Ci Investments Inc. | 4,741 | $248.0K | 0.00% | −779−14.1% | Reduced |
| Edmp, Inc. | 4,688 | $248.0K | 0.25% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,716 | $247.0K | 0.04% | −742−13.6% | Reduced |
| Wulff, Hansen & Co. | 4,720 | $247.0K | 0.21% | +4,720 | New |
| Brighton Jones LLC | 4,723 | $247.0K | 0.01% | +4,723 | New |
| Gitterman Wealth Management, LLC | 4,696 | $245.0K | 0.18% | +4,696 | New |
| Brown Brothers Harriman & Co | 4,657 | $244.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,655 | $244.0K | 0.02% | +20.0% | Added |
| Bradley Foster & Sargent Inc | 4,504 | $236.0K | 0.00% | +4,504 | New |
| Community Bank of Raymore | 4,460 | $233.0K | 0.10% | +4,460 | New |
| Wealthspire Advisors, LLC | 4,375 | $229.0K | 0.01% | +4,375 | New |
| Norris Financial Group, LLC | 4,363 | $228.3K | 0.14% | −1,509−25.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,335 | $227.0K | 0.01% | +4,335 | New |
| Guild Investment Management, Inc. | 4,236 | $222.0K | 0.22% | +4,236 | New |
| Steward Partners Investment Advisory, LLC | 4,206 | $220.0K | 0.00% | +2,338+125.2% | Added |
| Pinnacle Private Wealth, LLC | 4,177 | $219.0K | 0.07% | +4,177 | New |
| MSH Capital Advisors LLC | 4,173 | $218.4K | 0.10% | +4,173 | New |
| Signaturefd, LLC | 4,101 | $215.0K | 0.01% | +291+7.6% | Added |
| Jupiter Asset Management Ltd | 4,062 | $213.0K | 0.00% | −33,850−89.3% | Reduced |
| Moneta Group Investment Advisors LLC | 4,070 | $213.0K | 0.01% | +4,070 | New |
| Integrated Wealth Concepts LLC | 4,047 | $212.0K | 0.01% | −8,113−66.7% | Reduced |
| Brinker Capital Investments, LLC | 4,033 | $211.0K | 0.00% | +4,033 | New |
| Brown Advisory Inc | 4,017 | $210.0K | 0.00% | +4,017 | New |
| Marco Investment Management LLC | 4,000 | $209.0K | 0.02% | +4,000 | New |
| Hunter Associates Investment Management LLC | 4,000 | $209.0K | 0.06% | +4,000 | New |
| Wealthsource Partners, LLC | 3,991 | $209.0K | 0.02% | +3,991 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $209.0K | 0.11% | +4,000 | New |
| IHT Wealth Management, LLC | 3,980 | $208.0K | 0.02% | +3,980 | New |
| Seelaus Asset Management LLC | 3,950 | $207.0K | 0.11% | +3,950 | New |
| Ameritas Investment Partners, Inc. | 3,944 | $206.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 3,905 | $204.0K | 0.01% | +3,905 | New |
| Aevitas Wealth Management, Inc. | 3,879 | $203.0K | 0.12% | +3,879 | New |
| Sunbelt Securities, Inc. | 4,523 | $202.0K | 0.03% | +4,523 | New |
| HB Wealth Management, LLC | 3,851 | $202.0K | 0.00% | +3,851 | New |
| Benjamin F. Edwards & Company, Inc. | 3,842 | $201.0K | 0.01% | +80+2.1% | Added |
| Checchi Capital Advisers, LLC | 3,831 | $200.0K | 0.02% | +3,831 | New |
| IFP Advisors, Inc | 3,810 | $199.0K | 0.00% | −585−13.3% | Reduced |
| TD Waterhouse Canada Inc. | 3,699 | $192.5K | 0.00% | +3,699 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,658 | $192.0K | 0.00% | +161+4.6% | Added |
| Surevest, LLC | 3,597 | $188.0K | 0.04% | +3,597 | New |