Skip to main content
Livermore
Livermore
ZHEN

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, 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.

Institutional holdersQ1 2022: 777 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ1 2022: $12.4B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2021.

Institutions holding IRM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
XML Financial, LLC4,463$247.0K0.03%−803−15.2%Reduced
IBM Retirement Fund4,507$250.0K0.04%−266−5.6%Reduced
Laurel Wealth Advisors, Inc.4,516$250.0K0.02%−139−3.0%Reduced
Bradley Foster & Sargent Inc4,504$250.0K0.01%00.0%Unchanged
International Assets Investment Management, LLC4,537$251.0K0.05%−179−3.8%Reduced
Welch Group, LLC4,531$251.0K0.01%+4,531New
Metis Global Partners, LLC4,587$255.0K0.03%+4,587New
O'Shaughnessy Asset Management, LLC4,612$256.0K0.00%+4,612New
Brown Brothers Harriman & Co4,633$257.0K0.00%−24−0.5%Reduced
Toth Financial Advisory Corp4,653$258.0K0.04%−459−9.0%Reduced
Corient Capital Partners, LLC4,664$258.0K0.02%+4,664New
Nations Financial Group Inc,4,696$260.0K0.03%−499−9.6%Reduced
Edmp, Inc.4,688$260.0K0.24%00.0%Unchanged
Brighton Jones LLC4,718$261.0K0.01%−5−0.1%Reduced
Wulff, Hansen & Co.4,720$262.0K0.25%00.0%Unchanged
Cohen & Steers, Inc.4,747$263.0K0.00%−1,597−25.2%Reduced
Ci Investments Inc.4,741$263.0K0.00%00.0%Unchanged
Integrated Advisors Network LLC4,768$264.0K0.02%−63,264−93.0%Reduced
IndexIQ Advisors LLC4,760$264.0K0.01%−42−0.9%Reduced
L.M. Kohn & Company4,775$265.0K0.10%+4,775New
Koshinski Asset Management, Inc.4,808$266.4K0.02%−12,533−72.3%Reduced
Flagship Harbor Advisors, LLC4,811$267.0K0.03%+47+1.0%Added
Perfromance Wealth Partners, LLC4,889$271.0K0.01%00.0%Unchanged
Quad-Cities Investment Group, LLC4,886$271.0K0.17%+22+0.5%Added
MSH Capital Advisors LLC4,901$271.6K0.11%+728+17.4%Added
Advisors Capital Management, LLC4,939$274.0K0.01%−2,709−35.4%Reduced
Moneta Group Investment Advisors LLC4,963$275.0K0.01%+893+21.9%Added
West Wealth Group, LLC5,000$277.0K0.11%00.0%Unchanged
Covestor Ltd5,015$278.0K0.19%+2,610+108.5%Added
Cigna Investments Inc5,033$279.0K0.03%−1,447−22.3%Reduced
Cullinan Associates Inc5,125$284.0K0.01%00.0%Unchanged
Crown Wealth Group, LLC5,150$285.0K0.20%+5,150New
Essex Savings Bank5,167$286.0K0.09%00.0%Unchanged
Texas Yale Capital Corp.5,200$288.0K0.02%−2,925−36.0%Reduced
Advisors Management Group Inc5,204$288.0K0.10%00.0%Unchanged
Gitterman Wealth Management, LLC5,211$289.0K0.23%+515+11.0%Added
Natixis Investment Managers International5,304$293.0K0.01%+5,304New
Vestcor Inc5,309$294.0K0.01%−31,066−85.4%Reduced
TD Waterhouse Canada Inc.5,174$295.7K0.00%+1,475+39.9%Added
Personal Cfo Solutions, LLC5,382$298.0K0.06%+30+0.6%Added
Washington Trust Co5,402$299.0K0.01%00.0%Unchanged
TrinityPoint Wealth, LLC5,403$299.0K0.05%+465+9.4%Added
Beacon Pointe Advisors, LLC5,433$301.0K0.00%+5,433New
IFP Advisors, Inc8,241$304.0K0.00%+4,431+116.3%Added
Smithfield Trust Co5,555$309.0K0.02%+3,635+189.3%Added
Monetary Management Group Inc5,600$310.0K0.08%−10,500−65.2%Reduced
Financial Advocates Investment Management5,617$311.0K0.02%+5,617New
Blueshift Asset Management, LLC5,626$312.0K0.03%−15,949−73.9%Reduced
Colony Group LLC5,629$312.0K0.00%+5,629New
Susquehanna Fundamental Investments, LLC5,650$313.0K0.01%−322,340−98.3%Reduced
B. Metzler seel. Sohn & Co. AG5,651$313.0K0.00%−3,200−36.2%Reduced
Bristlecone Advisors, LLC5,642$313.0K0.04%00.0%Unchanged
Greenleaf Trust5,644$313.0K0.00%+215+4.0%Added
Beaumont Financial Partners, LLC5,678$315.0K0.02%+3,683+184.6%Added
Verdence Capital Advisors LLC5,800$321.0K0.04%+14+0.2%Added
Kingsview Wealth Management, LLC5,857$324.6K0.01%−125−2.1%Reduced
Advisor Resource Council5,860$325.0K0.10%−4,644−44.2%Reduced
High Net Worth Advisory Group LLC5,901$327.0K0.12%00.0%Unchanged
Private Portfolio Partners LLC5,903$327.1K0.08%+1,117+23.3%Added
Allen Mooney & Barnes Investment Advisors LLC5,953$329.9K0.07%+5,953New
Ieq Capital, LLC5,954$330.0K0.01%+637+12.0%Added
Southland Equity Partners LLC5,978$331.2K0.14%+296+5.2%Added
Laird Norton Trust Company, LLC6,000$332.0K0.03%−90−1.5%Reduced
Morse Asset Management, Inc6,000$332.0K0.08%+1,000+20.0%Added
Kayne Anderson Capital Advisors LP6,000$332.0K0.01%+6,000New
Brown Advisory Inc6,017$333.0K0.00%+2,000+49.8%Added
Exane Derivatives6,122$339.2K0.10%+3,369+122.4%Added
Wellington Management Group LLP6,148$341.0K0.00%+462+8.1%Added
Sawtooth Solutions, LLC6,278$348.0K0.04%−4,870−43.7%Reduced
Veritable, L.P.6,309$350.0K0.01%+466+8.0%Added
Atalanta Sosnoff Capital, LLC6,336$351.0K0.01%−157,929−96.1%Reduced
Griffin Asset Management, Inc.6,332$351.0K0.05%−24,479−79.4%Reduced
Global Retirement Partners, LLC6,892$353.0K0.03%+6,892New
Hudson Valley Investment Advisors Inc6,400$355.0K0.05%00.0%Unchanged
One Charles Private Wealth Services, LLC6,410$355.0K0.22%+6,410New
Davis R M Inc6,422$356.0K0.01%+6,422New
Accuvest Global Advisors6,473$359.0K0.18%00.0%Unchanged
Glenmede Trust Co NA6,517$360.0K0.00%−304−4.5%Reduced
Coldstream Capital Management Inc6,494$360.0K0.01%−128−1.9%Reduced
E&G Advisors, LP6,500$360.0K0.10%00.0%Unchanged
Fiduciary Group LLC7,250$366.0K0.05%00.0%Unchanged
American Portfolios Advisors6,708$371.7K0.01%+990+17.3%Added
GM Advisory Group, Inc.6,707$372.0K0.04%−115−1.7%Reduced
Mission Creek Capital Partners, Inc.6,732$373.0K0.10%−236−3.4%Reduced
CPR Investments Inc.6,723$373.0K0.31%+365+5.7%Added
Wakefield Asset Management LLLP6,913$383.0K0.14%+6,913New
Investors Research Corp6,954$385.0K0.11%−2,525−26.6%Reduced
Csenge Advisory Group6,957$385.0K0.03%+6,957New
Virtu Financial LLC6,969$386.0K0.03%+6,969New
Prudential PLC6,988$387.0K0.01%+6,988New
Gerber Kawasaki Wealth & Investment Management7,035$389.0K0.03%−7−0.1%Reduced
Redpoint Investment Management Pty Ltd7,028$389.0K0.04%00.0%Unchanged
Scotia Capital Inc.7,074$392.0K0.00%−43−0.6%Reduced
J.W. Cole Advisors, Inc.7,072$392.0K0.03%+1,190+20.2%Added
Principle Wealth Partners LLC7,110$394.0K0.04%00.0%Unchanged
Vicus Capital7,108$394.0K0.04%−108−1.5%Reduced
Fca Corp7,200$399.0K0.14%00.0%Unchanged
TBH Global Asset Management, LLC7,232$401.0K0.09%+11+0.2%Added
Steward Partners Investment Advisory, LLC7,363$408.0K0.01%+3,157+75.1%Added
SeaCrest Wealth Management, LLC7,379$409.0K0.05%+989+15.5%Added