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 |
|---|---|---|---|---|---|
| Davis R M Inc | 6,422 | $356.0K | 0.01% | +6,422 | New |
| Hudson Valley Investment Advisors Inc | 6,400 | $355.0K | 0.05% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 6,410 | $355.0K | 0.22% | +6,410 | New |
| Global Retirement Partners, LLC | 6,892 | $353.0K | 0.03% | +6,892 | New |
| Atalanta Sosnoff Capital, LLC | 6,336 | $351.0K | 0.01% | −157,929−96.1% | Reduced |
| Griffin Asset Management, Inc. | 6,332 | $351.0K | 0.05% | −24,479−79.4% | Reduced |
| Veritable, L.P. | 6,309 | $350.0K | 0.01% | +466+8.0% | Added |
| Sawtooth Solutions, LLC | 6,278 | $348.0K | 0.04% | −4,870−43.7% | Reduced |
| Wellington Management Group LLP | 6,148 | $341.0K | 0.00% | +462+8.1% | Added |
| Exane Derivatives | 6,122 | $339.2K | 0.10% | +3,369+122.4% | Added |
| Brown Advisory Inc | 6,017 | $333.0K | 0.00% | +2,000+49.8% | Added |
| Laird Norton Trust Company, LLC | 6,000 | $332.0K | 0.03% | −90−1.5% | Reduced |
| Morse Asset Management, Inc | 6,000 | $332.0K | 0.08% | +1,000+20.0% | Added |
| Kayne Anderson Capital Advisors LP | 6,000 | $332.0K | 0.01% | +6,000 | New |
| Southland Equity Partners LLC | 5,978 | $331.2K | 0.14% | +296+5.2% | Added |
| Ieq Capital, LLC | 5,954 | $330.0K | 0.01% | +637+12.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,953 | $329.9K | 0.07% | +5,953 | New |
| Private Portfolio Partners LLC | 5,903 | $327.1K | 0.08% | +1,117+23.3% | Added |
| High Net Worth Advisory Group LLC | 5,901 | $327.0K | 0.12% | 00.0% | Unchanged |
| Advisor Resource Council | 5,860 | $325.0K | 0.10% | −4,644−44.2% | Reduced |
| Kingsview Wealth Management, LLC | 5,857 | $324.6K | 0.01% | −125−2.1% | Reduced |
| Verdence Capital Advisors LLC | 5,800 | $321.0K | 0.04% | +14+0.2% | Added |
| Beaumont Financial Partners, LLC | 5,678 | $315.0K | 0.02% | +3,683+184.6% | Added |
| Susquehanna Fundamental Investments, LLC | 5,650 | $313.0K | 0.01% | −322,340−98.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,651 | $313.0K | 0.00% | −3,200−36.2% | Reduced |
| Bristlecone Advisors, LLC | 5,642 | $313.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 5,644 | $313.0K | 0.00% | +215+4.0% | Added |
| Blueshift Asset Management, LLC | 5,626 | $312.0K | 0.03% | −15,949−73.9% | Reduced |
| Colony Group LLC | 5,629 | $312.0K | 0.00% | +5,629 | New |
| Financial Advocates Investment Management | 5,617 | $311.0K | 0.02% | +5,617 | New |
| Monetary Management Group Inc | 5,600 | $310.0K | 0.08% | −10,500−65.2% | Reduced |
| Smithfield Trust Co | 5,555 | $309.0K | 0.02% | +3,635+189.3% | Added |
| IFP Advisors, Inc | 8,241 | $304.0K | 0.00% | +4,431+116.3% | Added |
| Beacon Pointe Advisors, LLC | 5,433 | $301.0K | 0.00% | +5,433 | New |
| Washington Trust Co | 5,402 | $299.0K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,403 | $299.0K | 0.05% | +465+9.4% | Added |
| Personal Cfo Solutions, LLC | 5,382 | $298.0K | 0.06% | +30+0.6% | Added |
| TD Waterhouse Canada Inc. | 5,174 | $295.7K | 0.00% | +1,475+39.9% | Added |
| Vestcor Inc | 5,309 | $294.0K | 0.01% | −31,066−85.4% | Reduced |
| Natixis Investment Managers International | 5,304 | $293.0K | 0.01% | +5,304 | New |
| Gitterman Wealth Management, LLC | 5,211 | $289.0K | 0.23% | +515+11.0% | Added |
| Texas Yale Capital Corp. | 5,200 | $288.0K | 0.02% | −2,925−36.0% | Reduced |
| Advisors Management Group Inc | 5,204 | $288.0K | 0.10% | 00.0% | Unchanged |
| Essex Savings Bank | 5,167 | $286.0K | 0.09% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 5,150 | $285.0K | 0.20% | +5,150 | New |
| Cullinan Associates Inc | 5,125 | $284.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,033 | $279.0K | 0.03% | −1,447−22.3% | Reduced |
| Covestor Ltd | 5,015 | $278.0K | 0.19% | +2,610+108.5% | Added |
| West Wealth Group, LLC | 5,000 | $277.0K | 0.11% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,963 | $275.0K | 0.01% | +893+21.9% | Added |
| Advisors Capital Management, LLC | 4,939 | $274.0K | 0.01% | −2,709−35.4% | Reduced |
| MSH Capital Advisors LLC | 4,901 | $271.6K | 0.11% | +728+17.4% | Added |
| Perfromance Wealth Partners, LLC | 4,889 | $271.0K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 4,886 | $271.0K | 0.17% | +22+0.5% | Added |
| Flagship Harbor Advisors, LLC | 4,811 | $267.0K | 0.03% | +47+1.0% | Added |
| Koshinski Asset Management, Inc. | 4,808 | $266.4K | 0.02% | −12,533−72.3% | Reduced |
| L.M. Kohn & Company | 4,775 | $265.0K | 0.10% | +4,775 | New |
| Integrated Advisors Network LLC | 4,768 | $264.0K | 0.02% | −63,264−93.0% | Reduced |
| IndexIQ Advisors LLC | 4,760 | $264.0K | 0.01% | −42−0.9% | Reduced |
| Cohen & Steers, Inc. | 4,747 | $263.0K | 0.00% | −1,597−25.2% | Reduced |
| Ci Investments Inc. | 4,741 | $263.0K | 0.00% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,720 | $262.0K | 0.25% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,718 | $261.0K | 0.01% | −5−0.1% | Reduced |
| Nations Financial Group Inc, | 4,696 | $260.0K | 0.03% | −499−9.6% | Reduced |
| Edmp, Inc. | 4,688 | $260.0K | 0.24% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4,653 | $258.0K | 0.04% | −459−9.0% | Reduced |
| Corient Capital Partners, LLC | 4,664 | $258.0K | 0.02% | +4,664 | New |
| Brown Brothers Harriman & Co | 4,633 | $257.0K | 0.00% | −24−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,612 | $256.0K | 0.00% | +4,612 | New |
| Metis Global Partners, LLC | 4,587 | $255.0K | 0.03% | +4,587 | New |
| International Assets Investment Management, LLC | 4,537 | $251.0K | 0.05% | −179−3.8% | Reduced |
| Welch Group, LLC | 4,531 | $251.0K | 0.01% | +4,531 | New |
| IBM Retirement Fund | 4,507 | $250.0K | 0.04% | −266−5.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,516 | $250.0K | 0.02% | −139−3.0% | Reduced |
| Bradley Foster & Sargent Inc | 4,504 | $250.0K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,454 | $247.0K | 0.01% | −1,564−26.0% | Reduced |
| XML Financial, LLC | 4,463 | $247.0K | 0.03% | −803−15.2% | Reduced |
| Alpha Paradigm Partners, LLC | 4,437 | $246.0K | 0.10% | +4,437 | New |
| ExodusPoint Capital Management, LP | 4,427 | $245.0K | 0.00% | +4,427 | New |
| Selective Wealth Management, Inc. | 4,425 | $245.0K | 0.09% | +4,425 | New |
| Integrated Wealth Concepts LLC | 4,386 | $243.0K | 0.01% | +339+8.4% | Added |
| Comerica Securities,inc. | 4,285 | $239.0K | 0.02% | +4,285 | New |
| Boothbay Fund Management, LLC | 4,290 | $238.0K | 0.01% | +4,290 | New |
| Good Life Advisors, LLC | 4,282 | $237.0K | 0.03% | −1,063−19.9% | Reduced |
| Brinker Capital Investments, LLC | 4,251 | $236.0K | 0.00% | +218+5.4% | Added |
| Community Bank of Raymore | 4,250 | $235.0K | 0.07% | −210−4.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,250 | $235.0K | 0.01% | −85−2.0% | Reduced |
| Guild Investment Management, Inc. | 4,236 | $235.0K | 0.24% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,220 | $234.0K | 0.05% | +942+28.7% | Added |
| Checchi Capital Advisers, LLC | 4,213 | $233.0K | 0.02% | +382+10.0% | Added |
| Washington Trust Bank | 4,164 | $231.0K | 0.03% | −2,355−36.1% | Reduced |
| Van Hulzen Asset Management, LLC | 4,150 | $230.0K | 0.02% | +4,150 | New |
| HB Wealth Management, LLC | 4,135 | $229.0K | 0.00% | +284+7.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,098 | $227.0K | 0.04% | −1,879−31.4% | Reduced |
| Laurion Capital Management LP | 4,100 | $227.0K | 0.01% | +4,100 | New |
| Harvest Fund Management Co., Ltd | 4,086 | $226.0K | 0.05% | −1,834−31.0% | Reduced |
| AIA Group Ltd | 4,073 | $226.0K | 0.01% | +957+30.7% | Added |
| Ascent Group, LLC | 4,051 | $224.0K | 0.03% | +4,051 | New |
| IHT Wealth Management, LLC | 4,023 | $223.0K | 0.02% | +43+1.1% | Added |
| Signaturefd, LLC | 4,002 | $222.0K | 0.01% | −99−2.4% | Reduced |