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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 970 | $54.0K | 0.01% | +12+1.3% | Added |
| Sittner & Nelson, LLC | 1,000 | $55.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $55.0K | 0.01% | +1,000 | New |
| Spire Wealth Management | 1,084 | $60.0K | 0.00% | −300−21.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,081 | $60.0K | 0.01% | +7+0.7% | Added |
| Bay Harbor Wealth Management, LLC | 1,088 | $60.0K | 0.02% | +1,088 | New |
| Umb Bank N A | 1,116 | $62.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,131 | $63.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,191 | $66.0K | 0.02% | +1,191 | New |
| Parkside Financial Bank & Trust | 1,210 | $67.0K | 0.02% | +87+7.7% | Added |
| Carl Stuart Investment Advisor, Inc | 1,215 | $67.3K | 0.05% | +1,215 | New |
| Founders Capital Management | 1,300 | $68.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,241 | $69.0K | 0.02% | +100+8.8% | Added |
| Bedel Financial Consulting, Inc. | 1,275 | $71.0K | 0.02% | +6+0.5% | Added |
| Ellevest, Inc. | 1,300 | $72.0K | 0.01% | +662+103.8% | Added |
| Silvant Capital Management LLC | 1,292 | $72.0K | 0.01% | +740+134.1% | Added |
| American Research & Management Co. | 1,389 | $77.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,439 | $80.0K | 0.00% | −1,057−42.3% | Reduced |
| First Horizon Advisors, Inc. | 1,439 | $80.0K | 0.00% | +11+0.8% | Added |
| First Financial Corp | 1,500 | $83.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,500 | $83.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,512 | $84.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,548 | $86.0K | 0.00% | +42+2.8% | Added |
| SRS Capital Advisors, Inc. | 1,567 | $87.0K | 0.01% | +32+2.1% | Added |
| Carolinas Wealth Consulting LLC | 1,632 | $91.0K | 0.02% | −11−0.7% | Reduced |
| Retirement Group, LLC | 1,634 | $91.0K | 0.04% | +8+0.5% | Added |
| Schubert & Co | 1,726 | $96.0K | 0.11% | +23+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,812 | $100.0K | 0.05% | −69−3.7% | Reduced |
| Sawyer & Company, Inc | 1,900 | $105.0K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,000 | $110.0K | 0.07% | −121,080−98.4% | Reduced |
| First Manhattan Co | 1,995 | $110.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $110.8K | 0.05% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,000 | $111.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $111.0K | 0.00% | +1,200+150.0% | Added |
| Private Capital Group, LLC | 2,002 | $111.0K | 0.03% | +1,745+679.0% | Added |
| Vigilant Capital Management, LLC | 2,024 | $112.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,034 | $113.0K | 0.00% | +2,034 | New |
| Parallel Advisors, LLC | 2,098 | $116.0K | 0.00% | +206+10.9% | Added |
| NVWM, LLC | 2,151 | $121.0K | 0.04% | +2+0.1% | Added |
| Orion Capital Management LLC | 2,300 | $127.0K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,363 | $131.0K | 0.04% | −397−14.4% | Reduced |
| Acadian Asset Management LLC | 2,503 | $137.0K | 0.00% | +328+15.1% | Added |
| Trustcore Financial Services, LLC | 2,500 | $139.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,590 | $144.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,596 | $144.0K | 0.03% | +660+34.1% | Added |
| Simplex Trading, LLC | 2,633 | $145.0K | 0.00% | −7,718−74.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,761 | $153.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,787 | $154.0K | 0.03% | +2,073+290.3% | Added |
| Bogart Wealth, LLC | 2,928 | $162.0K | 0.01% | +1,004+52.2% | Added |
| Raleigh Capital Management Inc. | 2,917 | $162.0K | 0.09% | +2,517+629.3% | Added |
| Clean Yield Group | 3,000 | $166.0K | 0.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,214 | $178.0K | 0.01% | +3,214 | New |
| CWM, LLC | 3,259 | $181.0K | 0.00% | +624+23.7% | Added |
| Surevest, LLC | 3,597 | $199.0K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,619 | $201.0K | 0.06% | −3,311−47.8% | Reduced |
| Iron Financial, LLC | 3,681 | $204.0K | 0.09% | −7,733−67.8% | Reduced |
| Seelaus Asset Management LLC | 3,700 | $205.0K | 0.12% | −250−6.3% | Reduced |
| Gofen & Glossberg LLC | 3,691 | $205.0K | 0.00% | +3,691 | New |
| Apriem Advisors | 3,700 | $205.0K | 0.03% | +3,700 | New |
| Apollon Wealth Management, LLC | 3,714 | $206.0K | 0.01% | +3,714 | New |
| Xcel Wealth Management, LLC | 3,725 | $206.0K | 0.06% | +3,725 | New |
| Veriti Management LLC | 3,725 | $206.0K | 0.03% | +3,725 | New |
| Aire Advisors, LLC | 3,719 | $206.0K | 0.07% | +3,719 | New |
| HRT Financial LP | 3,806 | $210.0K | 0.00% | +3,806 | New |
| Coastline Trust Co | 3,821 | $211.0K | 0.03% | +3,821 | New |
| Benjamin F. Edwards & Company, Inc. | 3,860 | $214.0K | 0.01% | +18+0.5% | Added |
| WealthBridge Capital Management, LLC | 3,874 | $215.0K | 0.08% | +3,874 | New |
| Park National Corp | 3,905 | $216.0K | 0.01% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 3,894 | $216.0K | 0.13% | +15+0.4% | Added |
| Addison Advisors LLC | 3,905 | $216.0K | 0.12% | +1,216+45.2% | Added |
| Ameritas Investment Partners, Inc. | 3,944 | $219.0K | 0.01% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 3,966 | $219.8K | 0.13% | −397−9.1% | Reduced |
| Pinnacle Private Wealth, LLC | 3,977 | $220.0K | 0.07% | −200−4.8% | Reduced |
| Signaturefd, LLC | 4,002 | $222.0K | 0.01% | −99−2.4% | Reduced |
| Marco Investment Management LLC | 4,000 | $222.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,000 | $222.0K | 0.07% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $222.0K | 0.12% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,023 | $223.0K | 0.02% | +43+1.1% | Added |
| Ascent Group, LLC | 4,051 | $224.0K | 0.03% | +4,051 | New |
| Harvest Fund Management Co., Ltd | 4,086 | $226.0K | 0.05% | −1,834−31.0% | Reduced |
| AIA Group Ltd | 4,073 | $226.0K | 0.01% | +957+30.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,098 | $227.0K | 0.04% | −1,879−31.4% | Reduced |
| Laurion Capital Management LP | 4,100 | $227.0K | 0.01% | +4,100 | New |
| HB Wealth Management, LLC | 4,135 | $229.0K | 0.00% | +284+7.4% | Added |
| Van Hulzen Asset Management, LLC | 4,150 | $230.0K | 0.02% | +4,150 | New |
| Washington Trust Bank | 4,164 | $231.0K | 0.03% | −2,355−36.1% | Reduced |
| Checchi Capital Advisers, LLC | 4,213 | $233.0K | 0.02% | +382+10.0% | Added |
| Deseret Mutual Benefit Administrators | 4,220 | $234.0K | 0.05% | +942+28.7% | Added |
| Community Bank of Raymore | 4,250 | $235.0K | 0.07% | −210−4.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,250 | $235.0K | 0.01% | −85−2.0% | Reduced |
| Guild Investment Management, Inc. | 4,236 | $235.0K | 0.24% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,251 | $236.0K | 0.00% | +218+5.4% | Added |
| Good Life Advisors, LLC | 4,282 | $237.0K | 0.03% | −1,063−19.9% | Reduced |
| Boothbay Fund Management, LLC | 4,290 | $238.0K | 0.01% | +4,290 | New |
| Comerica Securities,inc. | 4,285 | $239.0K | 0.02% | +4,285 | New |
| Integrated Wealth Concepts LLC | 4,386 | $243.0K | 0.01% | +339+8.4% | Added |
| ExodusPoint Capital Management, LP | 4,427 | $245.0K | 0.00% | +4,427 | New |
| Selective Wealth Management, Inc. | 4,425 | $245.0K | 0.09% | +4,425 | New |
| Alpha Paradigm Partners, LLC | 4,437 | $246.0K | 0.10% | +4,437 | New |
| Linscomb & Williams, Inc. | 4,454 | $247.0K | 0.01% | −1,564−26.0% | Reduced |