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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.

Q1 2022 vs. Q4 2021

How the institutions holding Iron Mountain Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of IRM: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders75411777+34
Shares228.4M409.3K224.6M−3.39M (−1.5%)
Value$12.0B$21.5M$12.4B+$518.2M (+4.3%)

11 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Iron Mountain Inc at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to IRM in Q1 2022
InstitutionSharesValue% of portfolio
Border to Coast Pensions Partnership Ltd1,046,040$57.8M1.65%
Citadel Advisors LLC179,458$9.94M0.01%
Amalgamated Financial Corp.105,699$5.86M0.05%
Ardsley Advisory Partners LP100,000$5.54M1.14%
PFS Investments Inc.76,303$4.23M0.08%
Atria Wealth Solutions, Inc.61,016$3.41M0.06%
Swarthmore Group Inc59,661$3.31M0.84%
Meiji Yasuda Asset Management Co Ltd.54,033$2.99M0.16%
Hourglass Capital, LLC51,800$2.87M0.90%
Childress Capital Advisors, LLC33,561$1.86M0.65%
JB Capital LLC14,866$824.0K0.08%
Strategic Investment Advisors11,785$653.0K0.12%
Toroso Investments, LLC11,439$634.0K0.02%
Bayesian Capital Management, LP11,275$625.0K0.09%
Outlook Wealth Advisors, LLC11,130$616.0K0.21%
Aaron Wealth Advisors34,021$614.0K0.01%
Oak Thistle LLC11,042$612.0K0.32%
Verus Capital Partners, LLC10,567$576.0K0.09%
FDx Advisors, Inc.10,301$571.0K0.02%
Focus Financial Network, Inc.10,066$563.8K0.04%
Heartland Bank & Trust Co9,394$521.0K0.39%
MAI Capital Management9,276$514.0K0.01%
M Holdings Securities, Inc.8,781$487.0K0.04%
Aspire Private Capital, LLC8,097$449.0K0.14%
Formidable Asset Management, LLC7,553$419.0K0.08%
Prudential PLC6,988$387.0K0.01%
Virtu Financial LLC6,969$386.0K0.03%
Csenge Advisory Group6,957$385.0K0.03%
Wakefield Asset Management LLLP6,913$383.0K0.14%
Davis R M Inc6,422$356.0K0.01%
One Charles Private Wealth Services, LLC6,410$355.0K0.22%
Global Retirement Partners, LLC6,892$353.0K0.03%
Kayne Anderson Capital Advisors LP6,000$332.0K0.01%
Allen Mooney & Barnes Investment Advisors LLC5,953$329.9K0.07%
Colony Group LLC5,629$312.0K0.00%
Financial Advocates Investment Management5,617$311.0K0.02%
Beacon Pointe Advisors, LLC5,433$301.0K0.00%
Natixis Investment Managers International5,304$293.0K0.01%
Crown Wealth Group, LLC5,150$285.0K0.20%
L.M. Kohn & Company4,775$265.0K0.10%
Corient Capital Partners, LLC4,664$258.0K0.02%
O'Shaughnessy Asset Management, LLC4,612$256.0K0.00%
Metis Global Partners, LLC4,587$255.0K0.03%
Welch Group, LLC4,531$251.0K0.01%
Alpha Paradigm Partners, LLC4,437$246.0K0.10%
ExodusPoint Capital Management, LP4,427$245.0K0.00%
Selective Wealth Management, Inc.4,425$245.0K0.09%
Comerica Securities,inc.4,285$239.0K0.02%
Boothbay Fund Management, LLC4,290$238.0K0.01%
Van Hulzen Asset Management, LLC4,150$230.0K0.02%
Laurion Capital Management LP4,100$227.0K0.01%
Ascent Group, LLC4,051$224.0K0.03%
WealthBridge Capital Management, LLC3,874$215.0K0.08%
Coastline Trust Co3,821$211.0K0.03%
HRT Financial LP3,806$210.0K0.00%
Apollon Wealth Management, LLC3,714$206.0K0.01%
Xcel Wealth Management, LLC3,725$206.0K0.06%
Veriti Management LLC3,725$206.0K0.03%
Aire Advisors, LLC3,719$206.0K0.07%
Gofen & Glossberg LLC3,691$205.0K0.00%
Apriem Advisors3,700$205.0K0.03%
Money Concepts Capital Corp3,214$178.0K0.01%
Prospera Financial Services Inc2,034$113.0K0.00%
Carl Stuart Investment Advisor, Inc1,215$67.3K0.05%
Princeton Global Asset Management LLC1,191$66.0K0.02%
Bay Harbor Wealth Management, LLC1,088$60.0K0.02%
Baldwin Brothers Inc1,000$55.0K0.01%
Corsicana & Co.900$50.0K0.03%
Beacon Capital Management, LLC821$45.0K0.01%
Harel Insurance Investments & Financial Services Ltd.800$44.0K0.00%
AllSquare Wealth Management LLC798$44.0K0.03%
TCWP LLC650$36.0K0.01%
Lloyd Advisory Services, LLC.–$32.0K0.01%
Hazlett, Burt & Watson, Inc.500$28.0K0.02%
SJS Investment Consulting Inc.500$28.0K0.01%
GHP Investment Advisors, Inc.477$26.0K0.00%
Riverview Trust Co421$23.0K0.02%
AlphaMark Advisors, LLC400$22.0K0.01%
Bank of New Hampshire400$22.0K0.01%
GeoWealth Management, LLC324$18.0K0.00%
Blue Bell Private Wealth Management, LLC186$10.0K0.00%
GW&K Investment Management, LLC170$9.00K0.00%
Capital Advisory Group Advisory Services, LLC104$6.00K0.00%
Heritage Wealth Management, LLC115$6.00K0.00%
Bartlett & Co. LLC70$4.00K0.00%
Bartlett & Co. Wealth Management LLC70$3.92K0.00%
Rise Advisors, LLC60$3.00K0.00%
Evoke Wealth, LLC33$2.00K0.00%
Allworth Financial LP21$1.00K0.00%
GoalVest Advisory LLC6$00.00%

Sold out (56)

Institutions that held Iron Mountain Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of IRM in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
WBI Investments103,173$5.26M
ETF Managers Group, LLC88,469$4.65M
Peak Financial Advisors LLC76,979$4.03M
Advisors Asset Management, Inc.69,374$3.63M
Pinebridge Investments, L.P.67,548$3.54M
Searle & Co.45,200$2.37M
Virtus ETF Advisers LLC43,963$2.30M
Roberts Wealth Advisors, LLC40,424$2.12M
Jefferies Group LLC34,500$1.81M
Redwood Investment Management, LLC33,486$1.75M
Churchill Management Corp31,559$1.65M
Convergence Investment Partners, LLC27,059$1.42M
Brookfield Asset Management Inc.25,113$1.31M
Thompson Investment Management, Inc.24,169$1.26M
Polar Asset Management Partners Inc.23,038$1.21M
Slow Capital, Inc.20,244$1.06M
Twin Tree Management, LP18,330$959.0K
Quantitative Investment Management, LLC15,237$797.0K
Ossiam14,278$747.0K
SMH Capital Advisors Inc13,986$732.0K
Paloma Partners Management Co9,610$503.0K
Assenagon Asset Management S.A.8,382$439.0K
DCM Advisors, LLC8,108$424.0K
Fiduciary Planning LLC7,828$410.0K
Parallax Volatility Advisers, L.P.7,386$387.0K
Ullmann Financial Group, Inc.6,666$349.0K
Everence Capital Management Inc6,300$330.0K
Detalus Advisors, LLC6,128$321.0K
Axiom Investment Management LLC5,435$283.0K
Resource Consulting Group Inc5,123$268.0K
Bluefin Capital Management, LLC4,930$258.0K
LMR Partners LLP4,888$256.0K
Wealthspire Advisors, LLC4,375$229.0K
Jupiter Asset Management Ltd4,062$213.0K
Wealthsource Partners, LLC3,991$209.0K
Sunbelt Securities, Inc.4,523$202.0K
Migdal Insurance & Financial Holdings Ltd.3,658$192.0K
TAP Consulting, LLC3,025$158.0K
Trust Co of Vermont2,770$145.0K
Mystic Asset Management, Inc.2,000$104.0K
Shelton Capital Management1,369$72.0K
Optiver Holding B.V.1,505$65.0K
CoreCap Advisors, LLC1,175$62.0K
Capstone Investment Advisors, LLC951$50.0K
TCTC Holdings, LLC625$33.0K
Loomis Sayles & Co L P528$28.0K
Wagner Wealth Management, LLC500$26.0K
Leelyn Smith, LLC224$12.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$10.0K
Enterprise Trust & Investment Co200$10.0K
Tradewinds Capital Management, LLC150$8.00K
West Paces Advisors Inc.113$5.91K
Eagle Bay Advisors LLC76$4.00K
Central Bank & Trust Co34$2.00K
Amplius Wealth Advisors, LLC50$2.00K
Capital Advisors, Ltd. LLC11$1.00K

Not filed for Q1 2022 yet (11)

Institutions that held Iron Mountain Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IRM in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Tdam USA Inc.204,882$10.7M
Andra AP-fonden129,600$6.78M
Delphi Management Inc23,848$1.25M
NEXT Financial Group, Inc20,410$1.07M
Carroll Financial Associates, Inc.11,867$622.0K
Harbour Investments, Inc.10,497$549.0K
Tradewinds, LLC.4,415$309.0K
Truehand, Inc3,416$179.0K
Bell Investment Advisors, Inc240$13.0K
Castle Financial & Retirement Planning Associates, Inc.100$4.00K
Reilly Financial Advisors, LLC28$1.00K