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 |
|---|---|---|---|---|---|
| NEIRG Wealth Management, LLC | 25,234 | $1.40M | 0.27% | +13,508+115.2% | Added |
| Foresight Wealth Management, LLC | 25,128 | $1.39M | 0.56% | +5,355+27.1% | Added |
| Intrua Financial, LLC | 24,729 | $1.37M | 0.25% | −911−3.6% | Reduced |
| Herbst Group, LLC | 24,445 | $1.35M | 0.90% | −4,941−16.8% | Reduced |
| GWM Advisors LLC | 24,421 | $1.35M | 0.02% | −19,366−44.2% | Reduced |
| KCM Investment Advisors LLC | 24,350 | $1.35M | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 23,978 | $1.33M | 0.03% | −534−2.2% | Reduced |
| Wambolt & Associates, LLC | 23,615 | $1.33M | 0.48% | +744+3.3% | Added |
| Future Financial Wealth Managment LLC | 23,279 | $1.29M | 1.07% | +28+0.1% | Added |
| CIBC World Markets Inc. | 23,215 | $1.29M | 0.00% | −19,351−45.5% | Reduced |
| Reik & Co., LLC | 22,980 | $1.27M | 0.32% | 00.0% | Unchanged |
| 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 |
| Boenning & Scattergood, Inc. | 22,800 | $1.26M | 0.20% | +400+1.8% | Added |
| Elo Mutual Pension Insurance Co | 22,773 | $1.26M | 0.04% | +1,300+6.1% | Added |
| AlphaCrest Capital Management LLC | 22,583 | $1.25M | 0.07% | +6,950+44.5% | Added |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.25M | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 22,453 | $1.24M | 0.03% | −35,975−61.6% | Reduced |
| Pinnacle Family Advisors, LLC | 22,313 | $1.24M | 0.66% | +826+3.8% | Added |
| Edgestream Partners, L.P. | 22,223 | $1.23M | 0.10% | −35,267−61.3% | Reduced |
| Fiduciary Trust Co | 21,940 | $1.22M | 0.02% | +1,263+6.1% | Added |
| Maryland State Retirement & Pension System | 21,801 | $1.21M | 0.03% | 00.0% | Unchanged |
| Trust Investment Advisors | 21,771 | $1.21M | 0.98% | +328+1.5% | Added |
| Twelve Points Wealth Management LLC | 21,446 | $1.19M | 0.89% | +10,613+98.0% | Added |
| Hudson Portfolio Management LLC | 21,280 | $1.18M | 1.04% | +300+1.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,084 | $1.17M | 0.06% | +127+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 20,674 | $1.15M | 0.01% | −899−4.2% | Reduced |
| AGF Investments LLC | 20,591 | $1.14M | 0.10% | +1,587+8.4% | Added |
| Gotham Asset Management, LLC | 20,399 | $1.13M | 0.03% | +3,272+19.1% | Added |
| Hilltop Holdings Inc. | 20,094 | $1.11M | 0.13% | +5,430+37.0% | Added |
| Capital Investment Advisors, LLC | 20,020 | $1.11M | 0.03% | +788+4.1% | Added |
| Measured Wealth Private Client Group, LLC | 19,888 | $1.10M | 0.41% | −1,894−8.7% | Reduced |
| Venture Visionary Partners LLC | 19,805 | $1.10M | 0.07% | +2,027+11.4% | Added |
| Eagle Ridge Investment Management | 19,702 | $1.09M | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 19,352 | $1.07M | 0.00% | +204+1.1% | Added |
| Lazard Asset Management LLC | 19,331 | $1.07M | 0.00% | +17,665+1,060.3% | Added |
| Sumitomo Life Insurance Co | 19,182 | $1.06M | 0.03% | −687−3.5% | Reduced |
| Cerity Partners LLC | 19,094 | $1.06M | 0.02% | −9,091−32.3% | Reduced |
| 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 |
| Panagora Asset Management Inc | 18,549 | $1.03M | 0.01% | +7,719+71.3% | Added |
| Kentucky Retirement Systems | 18,456 | $1.02M | 0.04% | +1,515+8.9% | Added |
| Wolverine Trading, LLC | 18,423 | $1.02M | 0.03% | −2,268−11.0% | Reduced |
| Tyler-Stone Wealth Management | 18,325 | $1.01M | 0.56% | +500+2.8% | Added |
| Wolverine Asset Management LLC | 18,100 | $1.00M | 0.01% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 17,979 | $996.0K | 0.47% | −3,986−18.1% | Reduced |
| Fayez Sarofim & Co | 17,385 | $963.0K | 0.00% | −15,598−47.3% | Reduced |
| Geneos Wealth Management Inc. | 17,362 | $962.0K | 0.04% | −286−1.6% | Reduced |
| Candriam Luxembourg S.C.A. | 17,225 | $954.0K | 0.01% | +2,572+17.6% | Added |
| National Bank of Canada | 17,201 | $953.0K | 0.00% | +1,156+7.2% | Added |
| Pathstone Family Office, LLC | 16,948 | $950.0K | 0.02% | −170−1.0% | Reduced |
| Davenport & Co LLC | 17,126 | $949.0K | 0.01% | +9,980+139.7% | Added |
| Lee Danner & Bass Inc | 16,923 | $938.0K | 0.08% | +700+4.3% | Added |
| Advisory Research Inc | 16,901 | $936.0K | 0.07% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 16,840 | $933.0K | 0.03% | −800−4.5% | Reduced |
| Cresset Asset Management, LLC | 16,423 | $920.0K | 0.01% | −274−1.6% | Reduced |
| Keeley-Teton Advisors, LLC | 16,439 | $911.0K | 0.10% | −394−2.3% | Reduced |
| Ahrens Investment Partners LLC | 16,393 | $908.0K | 0.29% | +6,742+69.9% | Added |
| 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 |
| Hancock Whitney Corp | 16,293 | $902.0K | 0.03% | −162−1.0% | Reduced |
| First National Trust Co | 16,057 | $890.0K | 0.05% | −50−0.3% | Reduced |
| Rafferty Asset Management, LLC | 15,828 | $877.0K | 0.01% | +288+1.9% | Added |
| Beacon Financial Advisory LLC | 15,528 | $860.0K | 0.41% | −280−1.8% | Reduced |
| Nordea Investment Management AB | 15,348 | $854.0K | 0.00% | −1,174,567−98.7% | Reduced |
| Abbot Financial Management, Inc. | 15,350 | $851.0K | 0.42% | +9,250+151.6% | Added |
| JB Capital LLC | 14,866 | $824.0K | 0.08% | +14,866 | New |
| Spirit of America Management Corp | 14,750 | $817.0K | 0.16% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 14,616 | $809.0K | 0.02% | +8,107+124.6% | Added |
| King Luther Capital Management Corp | 14,550 | $806.0K | 0.00% | +1,418+10.8% | Added |
| Roosevelt Investment Group LLC | 14,465 | $802.0K | 0.05% | +1,244+9.4% | Added |
| Advisor Partners LLC | 14,445 | $800.0K | 0.05% | +971+7.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,406 | $798.0K | 0.19% | −417−2.8% | Reduced |
| Point72 Hong Kong Ltd | 14,383 | $797.0K | 0.07% | +9,319+184.0% | Added |
| Ethic Inc. | 14,103 | $781.0K | 0.05% | +2,294+19.4% | Added |
| Soltis Investment Advisors LLC | 14,062 | $779.0K | 0.11% | −5,816−29.3% | Reduced |
| Prudent Man Advisors, LLC | 14,003 | $776.0K | 0.31% | −235−1.7% | Reduced |
| Meeder Asset Management Inc | 13,886 | $769.0K | 0.04% | +7,983+135.2% | Added |
| 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 |
| Mathes Company, Inc. | 13,850 | $767.0K | 0.30% | −23,000−62.4% | Reduced |
| Princeton Capital Management LLC | 13,734 | $761.0K | 0.24% | +880+6.8% | Added |
| Essex Financial Services, Inc. | 13,673 | $758.0K | 0.07% | +1,431+11.7% | Added |
| Widmann Financial Services, Inc. | 13,669 | $757.0K | 0.67% | +995+7.9% | Added |
| Bank of the West | 13,340 | $739.0K | 0.08% | −1,990−13.0% | Reduced |
| Teamwork Financial Advisors, LLC | 12,957 | $718.0K | 0.13% | −15,520−54.5% | Reduced |
| All Season Financial Advisors, Inc. | 12,760 | $707.0K | 0.50% | +1,967+18.2% | Added |
| KBC Group NV | 12,749 | $706.0K | 0.00% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 12,680 | $703.0K | 0.25% | −160−1.2% | Reduced |
| Sigma Planning Corp | 12,605 | $698.0K | 0.02% | −136−1.1% | Reduced |
| HM Payson & Co | 12,263 | $680.0K | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 12,153 | $673.0K | 0.05% | −1,596−11.6% | Reduced |
| Contravisory Investment Management, Inc. | 12,010 | $665.0K | 0.19% | −1,528−11.3% | Reduced |
| Archer Investment Corp | 12,000 | $664.9K | 0.24% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,953 | $662.3K | 0.02% | −4,100−25.5% | Reduced |
| Strategic Investment Advisors | 11,785 | $653.0K | 0.12% | +11,785 | New |
| Armor Investment Advisors, LLC | 11,716 | $649.0K | 0.37% | +1,748+17.5% | Added |
| 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 |
| Pegasus Asset Management, Inc. | 11,495 | $637.0K | 0.28% | 00.0% | Unchanged |