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 |
|---|---|---|---|---|---|
| Truehand, Inc | 3,416 | $179.0K | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,416 | $179.0K | 0.00% | +338+11.0% | Added |
| Deseret Mutual Benefit Administrators | 3,278 | $172.0K | 0.03% | −219−6.3% | Reduced |
| AIA Group Ltd | 3,116 | $163.0K | 0.01% | +3,116 | New |
| Whittier Trust Co | 3,053 | $160.0K | 0.00% | +2,100+220.4% | Added |
| TAP Consulting, LLC | 3,025 | $158.0K | 0.04% | +3,025 | New |
| Clean Yield Group | 3,000 | $157.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,770 | $145.0K | 0.01% | +2,770 | New |
| Exane Derivatives | 2,753 | $144.1K | 0.04% | +123+4.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,761 | $144.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,760 | $144.0K | 0.04% | +401+17.0% | Added |
| Addison Advisors LLC | 2,689 | $141.0K | 0.09% | +2,689 | New |
| CWM, LLC | 2,635 | $138.0K | 0.00% | +2,635 | New |
| Charter Oak Capital Management, LLC | 2,590 | $136.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 2,496 | $131.0K | 0.01% | −1,308−34.4% | Reduced |
| Trustcore Financial Services, LLC | 2,500 | $131.0K | 0.01% | +300+13.6% | Added |
| Covestor Ltd | 2,405 | $126.0K | 0.18% | +2,405 | New |
| Orion Capital Management LLC | 2,300 | $120.0K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,265 | $119.0K | 0.03% | −92−3.9% | Reduced |
| NVWM, LLC | 2,149 | $114.0K | 0.04% | +2+0.1% | Added |
| Acadian Asset Management LLC | 2,175 | $113.0K | 0.00% | −61,636−96.6% | Reduced |
| Vigilant Capital Management, LLC | 2,024 | $106.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,000 | $105.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $104.7K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $104.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,000 | $104.0K | 0.05% | +2,000 | New |
| Financial Management Professionals, Inc. | 1,936 | $101.0K | 0.02% | +53+2.8% | Added |
| Bogart Wealth, LLC | 1,924 | $101.0K | 0.01% | +200+11.6% | Added |
| Smithfield Trust Co | 1,920 | $100.0K | 0.01% | +1,420+284.0% | Added |
| Sawyer & Company, Inc | 1,900 | $99.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,892 | $99.0K | 0.00% | +146+8.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,881 | $98.0K | 0.05% | +777+70.4% | Added |
| Schubert & Co | 1,703 | $89.0K | 0.09% | +1,703 | New |
| Carolinas Wealth Consulting LLC | 1,643 | $87.0K | 0.02% | +18+1.1% | Added |
| Lazard Asset Management LLC | 1,666 | $87.0K | 0.00% | +102+6.5% | Added |
| Retirement Group, LLC | 1,626 | $85.0K | 0.04% | +9+0.6% | Added |
| SRS Capital Advisors, Inc. | 1,535 | $80.0K | 0.01% | +1,477+2,546.6% | Added |
| Brewin Dolphin Ltd | 1,512 | $79.0K | 0.00% | −189−11.1% | Reduced |
| Huntington National Bank | 1,506 | $79.0K | 0.00% | +753+100.0% | Added |
| First Financial Corp | 1,500 | $78.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,500 | $78.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,428 | $75.0K | 0.00% | −74−4.9% | Reduced |
| American Research & Management Co. | 1,389 | $73.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,384 | $72.0K | 0.00% | +884+176.8% | Added |
| Shelton Capital Management | 1,369 | $72.0K | 0.00% | +1,369 | New |
| Founders Capital Management | 1,300 | $68.0K | 0.04% | +250+23.8% | Added |
| Bedel Financial Consulting, Inc. | 1,269 | $66.0K | 0.02% | +5+0.4% | Added |
| Optiver Holding B.V. | 1,505 | $65.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,175 | $62.0K | 0.00% | +1,175 | New |
| Hexagon Capital Partners LLC | 1,141 | $60.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,123 | $59.0K | 0.01% | −2,088−65.0% | Reduced |
| Proffitt & Goodson Inc | 1,131 | $59.0K | 0.01% | +1,131 | New |
| Umb Bank N A | 1,116 | $58.0K | 0.00% | +1,116 | New |
| GPS Wealth Strategies Group, LLC | 1,074 | $56.0K | 0.01% | +8+0.8% | Added |
| Sittner & Nelson, LLC | 1,000 | $52.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 969 | $51.0K | 0.01% | −200−17.1% | Reduced |
| North Star Investment Management Corp. | 970 | $51.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 979 | $51.0K | 0.00% | +979 | New |
| Capstone Investment Advisors, LLC | 951 | $50.0K | 0.00% | −9,423−90.8% | Reduced |
| Tradition Wealth Management, LLC | 958 | $50.0K | 0.01% | +12+1.3% | Added |
| Private Ocean, LLC | 900 | $47.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 892 | $47.0K | 0.01% | +8+0.9% | Added |
| Sound Income Strategies, LLC | 883 | $46.0K | 0.01% | −57−6.1% | Reduced |
| Clearstead Advisors, LLC | 833 | $44.0K | 0.00% | +226+37.2% | Added |
| Howe & Rusling Inc | 804 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 800 | $42.0K | 0.00% | +800 | New |
| Group One Trading, L.P. | 702 | $37.0K | 0.00% | +702 | New |
| M&R Capital Management Inc | 714 | $37.0K | 0.01% | +714 | New |
| Valley National Advisers Inc | 684 | $36.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 625 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 638 | $33.0K | 0.00% | +252+65.3% | Added |
| Massmutual Trust Co FSB | 605 | $32.0K | 0.00% | +18+3.1% | Added |
| Glen Eagle Advisors, LLC | 585 | $30.6K | 0.01% | −1,832−75.8% | Reduced |
| Webster Bank, N. A. | 557 | $29.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 552 | $29.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 528 | $28.0K | 0.00% | −36,073−98.6% | Reduced |
| Focused Wealth Management, Inc | 520 | $27.0K | 0.00% | +4+0.8% | Added |
| Financial Avengers, Inc. | 522 | $27.0K | 0.02% | +8+1.6% | Added |
| Corbenic Partners LLC | 514 | $27.0K | 0.01% | +514 | New |
| Lee Financial Co | 500 | $26.0K | 0.00% | −150−23.1% | Reduced |
| Wagner Wealth Management, LLC | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 460 | $24.0K | 0.00% | +78+20.4% | Added |
| Byrne Asset Management LLC | 450 | $24.0K | 0.02% | +450 | New |
| Fortitude Advisory Group L.L.C. | 459 | $24.0K | 0.01% | +459 | New |
| Baystate Wealth Management LLC | 426 | $22.0K | 0.00% | +6+1.4% | Added |
| Savior LLC | 420 | $22.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 422 | $22.0K | 0.00% | +422 | New |
| PFS Partners, LLC | 419 | $21.9K | 0.02% | +419 | New |
| Raleigh Capital Management Inc. | 400 | $21.0K | 0.02% | +400 | New |
| First Community Trust NA | 385 | $20.1K | 0.02% | +385 | New |
| Central Trust Co | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 378 | $20.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $18.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 329 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 329 | $17.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 330 | $17.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 310 | $16.4K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 308 | $16.0K | 0.00% | +128+71.1% | Added |
| IAG Wealth Partners, LLC | 295 | $15.0K | 0.00% | 00.0% | Unchanged |