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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
B. Riley Wealth Management, Inc.11,497$637.0K0.05%+1,659+16.9%Added
Invst, LLC12,014$637.0K0.10%−170−1.4%Reduced
Retirement Planning Co of New England, Inc.11,457$634.0K0.36%+338+3.0%Added
Toroso Investments, LLC11,439$634.0K0.02%+11,439New
Bayesian Capital Management, LP11,275$625.0K0.09%+11,275New
Lincoln National Corp11,261$624.0K0.01%+849+8.2%Added
Alpha Cubed Investments, LLC11,210$621.0K0.04%00.0%Unchanged
Wealthcare Advisory Partners LLC11,189$620.0K0.04%+722+6.9%Added
TD Ameritrade Investment Management, LLC11,179$619.0K0.00%+746+7.2%Added
Outlook Wealth Advisors, LLC11,130$616.0K0.21%+11,130New
Wellington Shields & Co., LLC11,083$614.0K0.20%−3,155−22.2%Reduced
Aaron Wealth Advisors34,021$614.0K0.01%+34,021New
Oak Thistle LLC11,042$612.0K0.32%+11,042New
Independent Financial Group, LLC11,030$611.2K0.05%−4,188−27.5%Reduced
BTC Capital Management, Inc.10,973$608.0K0.06%−3,690−25.2%Reduced
Wedbush Securities Inc10,879$603.0K0.03%+223+2.1%Added
Redhawk Wealth Advisors, Inc.10,866$602.0K0.16%+973+9.8%Added
Kovack Advisors, Inc.10,863$601.0K0.06%+1,457+15.5%Added
Montag A & Associates Inc10,593$587.0K0.03%+4,828+83.7%Added
TRUE Private Wealth Advisors10,659$582.0K0.08%−711−6.3%Reduced
Colonial River Wealth Management, LLC10,481$581.0K0.34%−453−4.1%Reduced
Verus Capital Partners, LLC10,567$576.0K0.09%+10,567New
FDx Advisors, Inc.10,301$571.0K0.02%+10,301New
Focus Financial Network, Inc.10,066$563.8K0.04%+10,066New
Banque Cantonale Vaudoise10,157$563.0K0.02%00.0%Unchanged
Cubist Systematic Strategies, LLC10,099$560.0K0.00%−455−4.3%Reduced
Plimoth Trust Co LLC10,078$558.0K0.15%00.0%Unchanged
Proequities, Inc.9,897$554.0K0.04%+752+8.2%Added
Coastal Investment Advisors, Inc.9,997$554.0K0.11%+2,083+26.3%Added
Vident Investment Advisory, LLC10,015$552.0K0.01%−44,322−81.6%Reduced
Wetherby Asset Management Inc9,972$552.0K0.03%−502−4.8%Reduced
Atlantic Union Bankshares Corp9,940$551.0K0.05%00.0%Unchanged
Illinois Municipal Retirement Fund9,835$545.0K0.02%00.0%Unchanged
Capitolis Advisors LLC9,723$539.0K0.03%00.0%Unchanged
Demars Financial Group, LLC9,692$537.0K0.27%−691−6.7%Reduced
Bailard, Inc.9,607$532.0K0.02%−1,168−10.8%Reduced
Navellier & Associates Inc9,530$528.0K0.09%+745+8.5%Added
Founders Financial Alliance, LLC9,493$526.0K0.23%−1,272−11.8%Reduced
AMJ Financial Wealth Management9,482$525.0K0.21%+291+3.2%Added
Heartland Bank & Trust Co9,394$521.0K0.39%+9,394New
Dowling & Yahnke LLC9,302$515.0K0.02%+1,000+12.0%Added
MAI Capital Management9,276$514.0K0.01%+9,276New
Herold Advisors, Inc.9,150$507.0K0.18%+150+1.7%Added
Merit Financial Group, LLC9,131$506.0K0.03%+31+0.3%Added
Federation des caisses Desjardins du Quebec9,129$505.8K0.00%00.0%Unchanged
Corrado Advisors, LLC9,094$504.0K0.31%00.0%Unchanged
Royal Fund Management, LLC8,802$487.0K0.07%+897+11.3%Added
M Holdings Securities, Inc.8,781$487.0K0.04%+8,781New
Estabrook Capital Management8,759$485.3K0.07%−975−10.0%Reduced
Augustine Asset Management Inc8,717$483.0K0.24%−8−0.1%Reduced
Kentucky Retirement Systems Insurance Trust Fund8,547$474.0K0.04%+1,129+15.2%Added
Park Avenue Securities LLC8,512$472.0K0.01%+1,457+20.7%Added
Atwood & Palmer Inc8,330$462.0K0.04%00.0%Unchanged
Seeyond8,343$462.0K0.05%+2,039+32.3%Added
H&H Retirement Design & Management INC8,226$460.0K0.31%+85+1.0%Added
SG Americas Securities, LLC8,200$454.0K0.00%−50,655−86.1%Reduced
Centaurus Financial, Inc.8,150$452.0K0.04%−5,395−39.8%Reduced
Thompson Davis & Co., Inc.8,150$452.0K0.55%00.0%Unchanged
Aspire Private Capital, LLC8,097$449.0K0.14%+8,097New
Atlas Capital Advisors LLC8,100$448.8K0.07%+98+1.2%Added
SFG Wealth Management, LLC.8,046$446.0K0.42%−198−2.4%Reduced
Charter Trust Co8,041$446.0K0.04%00.0%Unchanged
Black Swift Group, LLC7,975$442.0K0.17%+425+5.6%Added
Mackenzie Financial Corp7,971$442.0K0.00%+997+14.3%Added
Group One Trading, L.P.7,835$434.0K0.01%+7,133+1,016.1%Added
Vestmark Advisory Solutions, Inc.7,770$431.0K0.02%+250+3.3%Added
Stock Yards Bank & Trust Co7,732$428.0K0.02%00.0%Unchanged
Two Sigma Securities, LLC7,718$428.0K0.06%+2,809+57.2%Added
Sheets Smith Wealth Management7,580$420.0K0.06%00.0%Unchanged
Krane Funds Advisors LLC7,553$419.0K0.02%−89−1.2%Reduced
Raymond James Trust N.A.7,552$419.0K0.01%+2,608+52.8%Added
Formidable Asset Management, LLC7,553$419.0K0.08%+7,553New
Steel Peak Wealth Management LLC7,538$418.0K0.03%+10.0%Added
Schroder Investment Management Group7,510$417.0K0.00%−39,632−84.1%Reduced
Profund Advisors LLC7,417$411.0K0.02%−4,011−35.1%Reduced
Citizens Business Bank7,395$410.0K0.05%+516+7.5%Added
SeaCrest Wealth Management, LLC7,379$409.0K0.05%+989+15.5%Added
Steward Partners Investment Advisory, LLC7,363$408.0K0.01%+3,157+75.1%Added
TBH Global Asset Management, LLC7,232$401.0K0.09%+11+0.2%Added
Fca Corp7,200$399.0K0.14%00.0%Unchanged
Principle Wealth Partners LLC7,110$394.0K0.04%00.0%Unchanged
Vicus Capital7,108$394.0K0.04%−108−1.5%Reduced
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
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
Prudential PLC6,988$387.0K0.01%+6,988New
Virtu Financial LLC6,969$386.0K0.03%+6,969New
Investors Research Corp6,954$385.0K0.11%−2,525−26.6%Reduced
Csenge Advisory Group6,957$385.0K0.03%+6,957New
Wakefield Asset Management LLLP6,913$383.0K0.14%+6,913New
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
GM Advisory Group, Inc.6,707$372.0K0.04%−115−1.7%Reduced
American Portfolios Advisors6,708$371.7K0.01%+990+17.3%Added
Fiduciary Group LLC7,250$366.0K0.05%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
Accuvest Global Advisors6,473$359.0K0.18%00.0%Unchanged