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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 14,062 | $779.0K | 0.11% | −5,816−29.3% | Reduced |
| Ethic Inc. | 14,103 | $781.0K | 0.05% | +2,294+19.4% | Added |
| Point72 Hong Kong Ltd | 14,383 | $797.0K | 0.07% | +9,319+184.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,406 | $798.0K | 0.19% | −417−2.8% | Reduced |
| Advisor Partners LLC | 14,445 | $800.0K | 0.05% | +971+7.2% | Added |
| Roosevelt Investment Group LLC | 14,465 | $802.0K | 0.05% | +1,244+9.4% | Added |
| King Luther Capital Management Corp | 14,550 | $806.0K | 0.00% | +1,418+10.8% | Added |
| Penserra Capital Management LLC | 14,616 | $809.0K | 0.02% | +8,107+124.6% | Added |
| Spirit of America Management Corp | 14,750 | $817.0K | 0.16% | 00.0% | Unchanged |
| JB Capital LLC | 14,866 | $824.0K | 0.08% | +14,866 | New |
| Abbot Financial Management, Inc. | 15,350 | $851.0K | 0.42% | +9,250+151.6% | Added |
| Nordea Investment Management AB | 15,348 | $854.0K | 0.00% | −1,174,567−98.7% | Reduced |
| Beacon Financial Advisory LLC | 15,528 | $860.0K | 0.41% | −280−1.8% | Reduced |
| Rafferty Asset Management, LLC | 15,828 | $877.0K | 0.01% | +288+1.9% | Added |
| First National Trust Co | 16,057 | $890.0K | 0.05% | −50−0.3% | Reduced |
| Hancock Whitney Corp | 16,293 | $902.0K | 0.03% | −162−1.0% | Reduced |
| APG Asset Management N.V. | 18,205 | $907.0K | 0.00% | +2,100+13.0% | Added |
| Fagan Associates, Inc. | 16,375 | $907.0K | 0.19% | +11,200+216.4% | Added |
| Ahrens Investment Partners LLC | 16,393 | $908.0K | 0.29% | +6,742+69.9% | Added |
| Keeley-Teton Advisors, LLC | 16,439 | $911.0K | 0.10% | −394−2.3% | Reduced |
| Cresset Asset Management, LLC | 16,423 | $920.0K | 0.01% | −274−1.6% | Reduced |
| New Mexico Educational Retirement Board | 16,840 | $933.0K | 0.03% | −800−4.5% | Reduced |
| Advisory Research Inc | 16,901 | $936.0K | 0.07% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 16,923 | $938.0K | 0.08% | +700+4.3% | Added |
| Davenport & Co LLC | 17,126 | $949.0K | 0.01% | +9,980+139.7% | Added |
| Pathstone Family Office, LLC | 16,948 | $950.0K | 0.02% | −170−1.0% | Reduced |
| National Bank of Canada | 17,201 | $953.0K | 0.00% | +1,156+7.2% | Added |
| Candriam Luxembourg S.C.A. | 17,225 | $954.0K | 0.01% | +2,572+17.6% | Added |
| Geneos Wealth Management Inc. | 17,362 | $962.0K | 0.04% | −286−1.6% | Reduced |
| Fayez Sarofim & Co | 17,385 | $963.0K | 0.00% | −15,598−47.3% | Reduced |
| Roman Butler Fullerton & Co | 17,979 | $996.0K | 0.47% | −3,986−18.1% | Reduced |
| Wolverine Asset Management LLC | 18,100 | $1.00M | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 18,325 | $1.01M | 0.56% | +500+2.8% | Added |
| Wolverine Trading, LLC | 18,423 | $1.02M | 0.03% | −2,268−11.0% | Reduced |
| Kentucky Retirement Systems | 18,456 | $1.02M | 0.04% | +1,515+8.9% | Added |
| Panagora Asset Management Inc | 18,549 | $1.03M | 0.01% | +7,719+71.3% | Added |
| Lavaca Capital LLC | 19,054 | $1.06M | 0.45% | −5,534−22.5% | Reduced |
| Louisiana State Employees Retirement System | 18,300 | $1.06M | 0.03% | +200+1.1% | Added |
| Cerity Partners LLC | 19,094 | $1.06M | 0.02% | −9,091−32.3% | Reduced |
| Sumitomo Life Insurance Co | 19,182 | $1.06M | 0.03% | −687−3.5% | Reduced |
| Lazard Asset Management LLC | 19,331 | $1.07M | 0.00% | +17,665+1,060.3% | Added |
| Mariner, LLC | 19,352 | $1.07M | 0.00% | +204+1.1% | Added |
| Eagle Ridge Investment Management | 19,702 | $1.09M | 0.12% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,805 | $1.10M | 0.07% | +2,027+11.4% | Added |
| Measured Wealth Private Client Group, LLC | 19,888 | $1.10M | 0.41% | −1,894−8.7% | Reduced |
| Capital Investment Advisors, LLC | 20,020 | $1.11M | 0.03% | +788+4.1% | Added |
| Hilltop Holdings Inc. | 20,094 | $1.11M | 0.13% | +5,430+37.0% | Added |
| Gotham Asset Management, LLC | 20,399 | $1.13M | 0.03% | +3,272+19.1% | Added |
| AGF Investments LLC | 20,591 | $1.14M | 0.10% | +1,587+8.4% | Added |
| Teachers Retirement System of the State of Kentucky | 20,674 | $1.15M | 0.01% | −899−4.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,084 | $1.17M | 0.06% | +127+0.6% | Added |
| Hudson Portfolio Management LLC | 21,280 | $1.18M | 1.04% | +300+1.4% | Added |
| Twelve Points Wealth Management LLC | 21,446 | $1.19M | 0.89% | +10,613+98.0% | Added |
| Trust Investment Advisors | 21,771 | $1.21M | 0.98% | +328+1.5% | Added |
| Maryland State Retirement & Pension System | 21,801 | $1.21M | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 21,940 | $1.22M | 0.02% | +1,263+6.1% | Added |
| Edgestream Partners, L.P. | 22,223 | $1.23M | 0.10% | −35,267−61.3% | Reduced |
| Pinnacle Family Advisors, LLC | 22,313 | $1.24M | 0.66% | +826+3.8% | Added |
| Achmea Investment Management B.V. | 22,453 | $1.24M | 0.03% | −35,975−61.6% | Reduced |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.25M | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 22,583 | $1.25M | 0.07% | +6,950+44.5% | Added |
| Elo Mutual Pension Insurance Co | 22,773 | $1.26M | 0.04% | +1,300+6.1% | Added |
| Boenning & Scattergood, Inc. | 22,800 | $1.26M | 0.20% | +400+1.8% | Added |
| Oppenheimer & Co Inc | 22,886 | $1.27M | 0.02% | −7,305−24.2% | Reduced |
| New England Research & Management, Inc. | 22,880 | $1.27M | 0.66% | −470−2.0% | Reduced |
| Reik & Co., LLC | 22,980 | $1.27M | 0.32% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 23,215 | $1.29M | 0.00% | −19,351−45.5% | Reduced |
| Future Financial Wealth Managment LLC | 23,279 | $1.29M | 1.07% | +28+0.1% | Added |
| Wambolt & Associates, LLC | 23,615 | $1.33M | 0.48% | +744+3.3% | Added |
| Securian Asset Management, Inc | 23,978 | $1.33M | 0.03% | −534−2.2% | Reduced |
| KCM Investment Advisors LLC | 24,350 | $1.35M | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,421 | $1.35M | 0.02% | −19,366−44.2% | Reduced |
| Herbst Group, LLC | 24,445 | $1.35M | 0.90% | −4,941−16.8% | Reduced |
| Intrua Financial, LLC | 24,729 | $1.37M | 0.25% | −911−3.6% | Reduced |
| Foresight Wealth Management, LLC | 25,128 | $1.39M | 0.56% | +5,355+27.1% | Added |
| NEIRG Wealth Management, LLC | 25,234 | $1.40M | 0.27% | +13,508+115.2% | Added |
| Gables Capital Management Inc. | 25,260 | $1.40M | 0.88% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 25,363 | $1.41M | 0.06% | −900−3.4% | Reduced |
| JustInvest LLC | 25,521 | $1.41M | 0.07% | +8,180+47.2% | Added |
| Advisory Services Network, LLC | 25,648 | $1.42M | 0.04% | −9,416−26.9% | Reduced |
| Capital Investment Advisory Services, LLC | 26,013 | $1.44M | 0.16% | −965−3.6% | Reduced |
| AQR Capital Management LLC | 26,265 | $1.46M | 0.00% | −5,900−18.3% | Reduced |
| Richard P Slaughter Associates Inc | 26,405 | $1.46M | 0.55% | −408−1.5% | Reduced |
| Cutler Group LP | 26,502 | $1.47M | 0.14% | −8,814−25.0% | Reduced |
| Kinneret Advisory, LLC | 26,296 | $1.47M | 0.16% | +588+2.3% | Added |
| US Bancorp | 26,681 | $1.48M | 0.00% | +3,904+17.1% | Added |
| RFG Advisory, LLC | 27,115 | $1.50M | 0.10% | −756−2.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,658 | $1.53M | 0.03% | +2,450+9.7% | Added |
| Moody Lynn & Lieberson, LLC | 27,883 | $1.54M | 0.11% | −26,193−48.4% | Reduced |
| Boston Private Wealth LLC | 27,882 | $1.54M | 0.02% | +11,155+66.7% | Added |
| TrimTabs Asset Management, LLC | 27,913 | $1.55M | 0.52% | +727+2.7% | Added |
| Cubic Asset Management, LLC | 28,005 | $1.55M | 0.36% | 00.0% | Unchanged |
| Monument Capital Management | 29,080 | $1.61M | 0.52% | −16−0.1% | Reduced |
| Tectonic Advisors LLC | 29,237 | $1.62M | 0.28% | +4,872+20.0% | Added |
| McMillion Capital Management Inc | 30,427 | $1.69M | 1.04% | −3,710−10.9% | Reduced |
| American National Insurance Co | 30,525 | $1.69M | 0.46% | −6,135−16.7% | Reduced |
| Lockheed Martin Investment Management Co | 30,628 | $1.70M | 0.09% | −2,800−8.4% | Reduced |
| Eqis Capital Management, Inc. | 30,753 | $1.70M | 0.15% | −103−0.3% | Reduced |
| Ancora Advisors, LLC | 30,934 | $1.71M | 0.04% | −941−3.0% | Reduced |
| Los Angeles Capital Management LLC | 31,410 | $1.74M | 0.01% | 00.0% | Unchanged |