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.
| 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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 7,395 | $410.0K | 0.05% | +516+7.5% | Added |
| Profund Advisors LLC | 7,417 | $411.0K | 0.02% | −4,011−35.1% | Reduced |
| Schroder Investment Management Group | 7,510 | $417.0K | 0.00% | −39,632−84.1% | Reduced |
| Steel Peak Wealth Management LLC | 7,538 | $418.0K | 0.03% | +10.0% | Added |
| Krane Funds Advisors LLC | 7,553 | $419.0K | 0.02% | −89−1.2% | Reduced |
| Raymond James Trust N.A. | 7,552 | $419.0K | 0.01% | +2,608+52.8% | Added |
| Formidable Asset Management, LLC | 7,553 | $419.0K | 0.08% | +7,553 | New |
| Sheets Smith Wealth Management | 7,580 | $420.0K | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,732 | $428.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,718 | $428.0K | 0.06% | +2,809+57.2% | Added |
| Vestmark Advisory Solutions, Inc. | 7,770 | $431.0K | 0.02% | +250+3.3% | Added |
| Group One Trading, L.P. | 7,835 | $434.0K | 0.01% | +7,133+1,016.1% | Added |
| Black Swift Group, LLC | 7,975 | $442.0K | 0.17% | +425+5.6% | Added |
| Mackenzie Financial Corp | 7,971 | $442.0K | 0.00% | +997+14.3% | Added |
| SFG Wealth Management, LLC. | 8,046 | $446.0K | 0.42% | −198−2.4% | Reduced |
| Charter Trust Co | 8,041 | $446.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,100 | $448.8K | 0.07% | +98+1.2% | Added |
| Aspire Private Capital, LLC | 8,097 | $449.0K | 0.14% | +8,097 | New |
| Centaurus Financial, Inc. | 8,150 | $452.0K | 0.04% | −5,395−39.8% | Reduced |
| Thompson Davis & Co., Inc. | 8,150 | $452.0K | 0.55% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,200 | $454.0K | 0.00% | −50,655−86.1% | Reduced |
| H&H Retirement Design & Management INC | 8,226 | $460.0K | 0.31% | +85+1.0% | Added |
| Atwood & Palmer Inc | 8,330 | $462.0K | 0.04% | 00.0% | Unchanged |
| Seeyond | 8,343 | $462.0K | 0.05% | +2,039+32.3% | Added |
| Park Avenue Securities LLC | 8,512 | $472.0K | 0.01% | +1,457+20.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,547 | $474.0K | 0.04% | +1,129+15.2% | Added |
| Augustine Asset Management Inc | 8,717 | $483.0K | 0.24% | −8−0.1% | Reduced |
| Estabrook Capital Management | 8,759 | $485.3K | 0.07% | −975−10.0% | Reduced |
| Royal Fund Management, LLC | 8,802 | $487.0K | 0.07% | +897+11.3% | Added |
| M Holdings Securities, Inc. | 8,781 | $487.0K | 0.04% | +8,781 | New |
| Corrado Advisors, LLC | 9,094 | $504.0K | 0.31% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,129 | $505.8K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,131 | $506.0K | 0.03% | +31+0.3% | Added |
| Herold Advisors, Inc. | 9,150 | $507.0K | 0.18% | +150+1.7% | Added |
| MAI Capital Management | 9,276 | $514.0K | 0.01% | +9,276 | New |
| Dowling & Yahnke LLC | 9,302 | $515.0K | 0.02% | +1,000+12.0% | Added |
| Heartland Bank & Trust Co | 9,394 | $521.0K | 0.39% | +9,394 | New |
| AMJ Financial Wealth Management | 9,482 | $525.0K | 0.21% | +291+3.2% | Added |
| Founders Financial Alliance, LLC | 9,493 | $526.0K | 0.23% | −1,272−11.8% | Reduced |
| Navellier & Associates Inc | 9,530 | $528.0K | 0.09% | +745+8.5% | Added |
| Bailard, Inc. | 9,607 | $532.0K | 0.02% | −1,168−10.8% | Reduced |
| Demars Financial Group, LLC | 9,692 | $537.0K | 0.27% | −691−6.7% | Reduced |
| Capitolis Advisors LLC | 9,723 | $539.0K | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,835 | $545.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 9,940 | $551.0K | 0.05% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 10,015 | $552.0K | 0.01% | −44,322−81.6% | Reduced |
| Wetherby Asset Management Inc | 9,972 | $552.0K | 0.03% | −502−4.8% | Reduced |
| Proequities, Inc. | 9,897 | $554.0K | 0.04% | +752+8.2% | Added |
| Coastal Investment Advisors, Inc. | 9,997 | $554.0K | 0.11% | +2,083+26.3% | Added |
| Plimoth Trust Co LLC | 10,078 | $558.0K | 0.15% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,099 | $560.0K | 0.00% | −455−4.3% | Reduced |
| Banque Cantonale Vaudoise | 10,157 | $563.0K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,066 | $563.8K | 0.04% | +10,066 | New |
| FDx Advisors, Inc. | 10,301 | $571.0K | 0.02% | +10,301 | New |
| Verus Capital Partners, LLC | 10,567 | $576.0K | 0.09% | +10,567 | New |
| Colonial River Wealth Management, LLC | 10,481 | $581.0K | 0.34% | −453−4.1% | Reduced |
| TRUE Private Wealth Advisors | 10,659 | $582.0K | 0.08% | −711−6.3% | Reduced |
| Montag A & Associates Inc | 10,593 | $587.0K | 0.03% | +4,828+83.7% | Added |
| Kovack Advisors, Inc. | 10,863 | $601.0K | 0.06% | +1,457+15.5% | Added |
| Redhawk Wealth Advisors, Inc. | 10,866 | $602.0K | 0.16% | +973+9.8% | Added |
| Wedbush Securities Inc | 10,879 | $603.0K | 0.03% | +223+2.1% | Added |
| BTC Capital Management, Inc. | 10,973 | $608.0K | 0.06% | −3,690−25.2% | Reduced |
| Independent Financial Group, LLC | 11,030 | $611.2K | 0.05% | −4,188−27.5% | Reduced |
| Oak Thistle LLC | 11,042 | $612.0K | 0.32% | +11,042 | New |
| Wellington Shields & Co., LLC | 11,083 | $614.0K | 0.20% | −3,155−22.2% | Reduced |
| Aaron Wealth Advisors | 34,021 | $614.0K | 0.01% | +34,021 | New |
| Outlook Wealth Advisors, LLC | 11,130 | $616.0K | 0.21% | +11,130 | New |
| TD Ameritrade Investment Management, LLC | 11,179 | $619.0K | 0.00% | +746+7.2% | Added |
| Wealthcare Advisory Partners LLC | 11,189 | $620.0K | 0.04% | +722+6.9% | Added |
| Alpha Cubed Investments, LLC | 11,210 | $621.0K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 11,261 | $624.0K | 0.01% | +849+8.2% | Added |
| Bayesian Capital Management, LP | 11,275 | $625.0K | 0.09% | +11,275 | New |
| Retirement Planning Co of New England, Inc. | 11,457 | $634.0K | 0.36% | +338+3.0% | Added |
| Toroso Investments, LLC | 11,439 | $634.0K | 0.02% | +11,439 | New |
| Pegasus Asset Management, Inc. | 11,495 | $637.0K | 0.28% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 11,497 | $637.0K | 0.05% | +1,659+16.9% | Added |
| Invst, LLC | 12,014 | $637.0K | 0.10% | −170−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,518 | $638.0K | 0.01% | −1,509−11.6% | Reduced |
| Delta Capital Management LLC | 11,510 | $638.0K | 0.42% | +110+1.0% | Added |
| Armor Investment Advisors, LLC | 11,716 | $649.0K | 0.37% | +1,748+17.5% | Added |
| Strategic Investment Advisors | 11,785 | $653.0K | 0.12% | +11,785 | New |
| E. Ohman J:or Asset Management AB | 11,953 | $662.3K | 0.02% | −4,100−25.5% | Reduced |
| Archer Investment Corp | 12,000 | $664.9K | 0.24% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 12,010 | $665.0K | 0.19% | −1,528−11.3% | Reduced |
| Foster & Motley Inc | 12,153 | $673.0K | 0.05% | −1,596−11.6% | Reduced |
| HM Payson & Co | 12,263 | $680.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,605 | $698.0K | 0.02% | −136−1.1% | Reduced |
| Winfield Associates, Inc. | 12,680 | $703.0K | 0.25% | −160−1.2% | Reduced |
| KBC Group NV | 12,749 | $706.0K | 0.00% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 12,760 | $707.0K | 0.50% | +1,967+18.2% | Added |
| Teamwork Financial Advisors, LLC | 12,957 | $718.0K | 0.13% | −15,520−54.5% | Reduced |
| Bank of the West | 13,340 | $739.0K | 0.08% | −1,990−13.0% | Reduced |
| Widmann Financial Services, Inc. | 13,669 | $757.0K | 0.67% | +995+7.9% | Added |
| Essex Financial Services, Inc. | 13,673 | $758.0K | 0.07% | +1,431+11.7% | Added |
| Princeton Capital Management LLC | 13,734 | $761.0K | 0.24% | +880+6.8% | Added |
| Mathes Company, Inc. | 13,850 | $767.0K | 0.30% | −23,000−62.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 13,868 | $768.0K | 0.27% | −244−1.7% | Reduced |
| Creative Planning | 13,854 | $768.0K | 0.00% | +623+4.7% | Added |
| Meeder Asset Management Inc | 13,886 | $769.0K | 0.04% | +7,983+135.2% | Added |
| Prudent Man Advisors, LLC | 14,003 | $776.0K | 0.31% | −235−1.7% | Reduced |