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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 263 | $14.0K | 0.00% | −72,080−99.6% | Reduced |
| Private Capital Group, LLC | 257 | $14.0K | 0.00% | −54−17.4% | Reduced |
| Harbor Investment Advisory, LLC | 272 | $14.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 240 | $13.0K | 0.00% | +93+63.3% | Added |
| Kistler-Tiffany Companies, LLC | 227 | $12.0K | 0.00% | +4+1.8% | Added |
| JFS Wealth Advisors, LLC | 220 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 224 | $12.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 204 | $11.0K | 0.00% | +2+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $10.0K | 0.00% | +200 | New |
| Enterprise Trust & Investment Co | 200 | $10.0K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 172 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 175 | $9.00K | 0.00% | +175 | New |
| Farmers & Merchants Investments Inc | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 149 | $8.00K | 0.01% | +2+1.4% | Added |
| Tradewinds Capital Management, LLC | 150 | $8.00K | 0.00% | +35+30.4% | Added |
| CVA Family Office, LLC | 145 | $8.00K | 0.00% | +145 | New |
| Earnest Partners LLC | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 142 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 127 | $7.00K | 0.00% | +2+1.6% | Added |
| Ellis Investment Partners, LLC | 116 | $6.00K | 0.00% | +116 | New |
| West Paces Advisors Inc. | 113 | $5.91K | 0.00% | −621−84.6% | Reduced |
| Dividend Assets Capital, LLC | 100 | $5.00K | 0.00% | −100−50.0% | Reduced |
| Hudock, Inc. | 97 | $5.00K | 0.00% | +1+1.0% | Added |
| Zions Bancorporation, N.A. | 96 | $5.00K | 0.00% | +7+7.9% | Added |
| McIlrath & Eck, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $5.00K | 0.00% | +105 | New |
| Eagle Bay Advisors LLC | 76 | $4.00K | 0.00% | −157−67.4% | Reduced |
| Glassman Wealth Services | 71 | $4.00K | 0.00% | −24−25.3% | Reduced |
| Castle Financial & Retirement Planning Associates, Inc. | 100 | $4.00K | 0.01% | +100 | New |
| MV Capital Management, Inc. | 62 | $3.00K | 0.00% | +3+5.1% | Added |
| Fieldpoint Private Securities, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $2.04K | 0.00% | −4−9.3% | Reduced |
| Sandy Spring Bank | 44 | $2.00K | 0.00% | +1+2.3% | Added |
| Central Bank & Trust Co | 34 | $2.00K | 0.00% | +34 | New |
| Amplius Wealth Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Kelly Financial Services LLC | 36 | $1.88K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 11 | $1.00K | 0.00% | −483−97.8% | Reduced |
| Optimum Investment Advisors | 11 | $1.00K | 0.00% | −10−47.6% | Reduced |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +11 | New |
| Ritter Daniher Financial Advisory, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Lenox Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 26 | – | – | 00.0% | Unchanged |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −287,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −138,697−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −136,100−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −129,996−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −98,796−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −54,566−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −45,263−100.0% | Sold out |
| Avenir Corp | 0 | $0 | 0.00% | −39,130−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −36,100−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −34,982−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −31,476−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −30,152−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −29,126−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −25,534−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −20,382−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −19,503−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −19,034−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −17,454−100.0% | Sold out |
| Diamant Asset Management, Inc. | 0 | $0 | 0.00% | −14,775−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,906−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,706−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −11,582−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,927−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,344−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −9,261−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,556−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,099−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −7,480−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −6,709−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −6,579−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −6,486−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,186−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,964−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −5,656−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| Morris Capital Advisors, LLC | 0 | $0 | 0.00% | −5,198−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −4,985−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,974−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −4,726−100.0% | Sold out |