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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Iron Mountain Inc as of Mar 31, 2022. 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
- 777
- +34 vs. Q4 2021
- Shares held
- 224.6M
- −3.39M (−1.5%) vs. Q4 2021
- Total value
- $12.4B
- +$518.2M (+4.3%) vs. Q4 2021
- New holders
- 90
- 295 more added
- Sold out
- 56
- 272 more reduced
11 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $0 | 0.00% | +6 | New |
| Optimum Investment Advisors | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | +2+14.3% | Added |
| Ritter Daniher Financial Advisory, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Allworth Financial LP | 21 | $1.00K | 0.00% | +21 | New |
| Kelly Financial Services LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 39 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 46 | $2.55K | 0.00% | +13+39.4% | Added |
| MV Capital Management, Inc. | 61 | $3.00K | 0.00% | −1−1.6% | Reduced |
| Fieldpoint Private Securities, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.92K | 0.00% | +70 | New |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | +70 | New |
| Federated Hermes, Inc. | 91 | $5.00K | 0.00% | −17,634−99.5% | Reduced |
| Hudock, Inc. | 98 | $5.00K | 0.00% | +1+1.0% | Added |
| Zions Bancorporation, N.A. | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 85 | $5.00K | 0.00% | +14+19.7% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $6.00K | 0.00% | −75−42.9% | Reduced |
| Ellis Investment Partners, LLC | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 103 | $6.00K | 0.00% | +92+836.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 104 | $6.00K | 0.00% | +104 | New |
| Heritage Wealth Management, LLC | 115 | $6.00K | 0.00% | +115 | New |
| Earnest Partners LLC | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 134 | $7.00K | 0.00% | +9+7.2% | Added |
| Benjamin Edwards Inc | 128 | $7.00K | 0.00% | +1+0.8% | Added |
| Prestige Wealth Management Group LLC | 152 | $8.00K | 0.00% | −20−11.6% | Reduced |
| Kozak & Associates, Inc. | 149 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $9.00K | 0.00% | +15+10.3% | Added |
| GW&K Investment Management, LLC | 170 | $9.00K | 0.00% | +170 | New |
| Blue Bell Private Wealth Management, LLC | 186 | $10.0K | 0.00% | +186 | New |
| BerganKDV Wealth Management, LLC | 207 | $11.0K | 0.00% | +3+1.5% | Added |
| Dividend Assets Capital, LLC | 200 | $11.0K | 0.00% | +100+100.0% | Added |
| Glen Eagle Advisors, LLC | 200 | $11.1K | 0.00% | −385−65.8% | Reduced |
| Quent Capital, LLC | 240 | $13.0K | 0.00% | −182−43.1% | Reduced |
| Exchange Traded Concepts, LLC | 230 | $13.0K | 0.00% | −33−12.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 229 | $13.0K | 0.00% | +2+0.9% | Added |
| Covington Capital Management | 275 | $15.0K | 0.00% | −25−8.3% | Reduced |
| Harbor Investment Advisory, LLC | 272 | $15.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $15.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $16.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 310 | $17.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 329 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 329 | $18.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 330 | $18.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 324 | $18.0K | 0.00% | +324 | New |
| Piscataqua Savings Bank | 353 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 366 | $20.0K | 0.00% | +58+18.8% | Added |
| First Community Trust NA | 385 | $21.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 370 | $21.0K | 0.00% | +150+68.2% | Added |
| AlphaMark Advisors, LLC | 400 | $22.0K | 0.01% | +400 | New |
| Bank of New Hampshire | 400 | $22.0K | 0.01% | +400 | New |
| Savior LLC | 420 | $23.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 421 | $23.0K | 0.02% | +421 | New |
| PFS Partners, LLC | 419 | $23.2K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 431 | $24.0K | 0.00% | +5+1.2% | Added |
| Quadrant Capital Group LLC | 459 | $25.0K | 0.00% | −1−0.2% | Reduced |
| Byrne Asset Management LLC | 450 | $25.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 477 | $26.0K | 0.00% | +477 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $28.0K | 0.02% | +500 | New |
| SJS Investment Consulting Inc. | 500 | $28.0K | 0.01% | +500 | New |
| Corbenic Partners LLC | 514 | $29.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 523 | $29.0K | 0.00% | +3+0.6% | Added |
| Financial Avengers, Inc. | 529 | $29.0K | 0.02% | +7+1.3% | Added |
| Lee Financial Co | 535 | $30.0K | 0.01% | +35+7.0% | Added |
| Webster Bank, N. A. | 557 | $31.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 572 | $32.0K | 0.02% | +113+24.6% | Added |
| Lloyd Advisory Services, LLC. | – | $32.0K | 0.01% | – | New |
| Massmutual Trust Co FSB | 601 | $33.0K | 0.00% | −4−0.7% | Reduced |
| Hanson & Doremus Investment Management | 625 | $35.0K | 0.01% | −1,640−72.4% | Reduced |
| TCWP LLC | 650 | $36.0K | 0.01% | +650 | New |
| Valley National Advisers Inc | 684 | $38.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 767 | $42.0K | 0.00% | +625+440.1% | Added |
| Sound Income Strategies, LLC | 786 | $44.0K | 0.01% | −97−11.0% | Reduced |
| Central Trust Co | 800 | $44.0K | 0.00% | +400+100.0% | Added |
| AdvisorNet Financial, Inc | 803 | $44.0K | 0.00% | +425+112.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 800 | $44.0K | 0.00% | +800 | New |
| AllSquare Wealth Management LLC | 798 | $44.0K | 0.03% | +798 | New |
| Howe & Rusling Inc | 804 | $45.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $45.0K | 0.01% | +821 | New |
| Clearstead Advisors, LLC | 833 | $46.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 900 | $50.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 900 | $50.0K | 0.03% | +900 | New |
| Desjardins Global Asset Management Inc. | 923 | $51.0K | 0.00% | −56−5.7% | Reduced |
| TCI Wealth Advisors, Inc. | 945 | $52.0K | 0.01% | +53+5.9% | Added |
| Whittier Trust Co | 953 | $53.0K | 0.00% | −2,100−68.8% | Reduced |
| North Star Investment Management Corp. | 970 | $54.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 969 | $54.0K | 0.02% | 00.0% | Unchanged |