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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 4,000 | $222.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,000 | $222.0K | 0.07% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $222.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 3,977 | $220.0K | 0.07% | −200−4.8% | Reduced |
| Norris Financial Group, LLC | 3,966 | $219.8K | 0.13% | −397−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,944 | $219.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 3,905 | $216.0K | 0.01% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 3,894 | $216.0K | 0.13% | +15+0.4% | Added |
| Addison Advisors LLC | 3,905 | $216.0K | 0.12% | +1,216+45.2% | Added |
| WealthBridge Capital Management, LLC | 3,874 | $215.0K | 0.08% | +3,874 | New |
| Benjamin F. Edwards & Company, Inc. | 3,860 | $214.0K | 0.01% | +18+0.5% | Added |
| Coastline Trust Co | 3,821 | $211.0K | 0.03% | +3,821 | New |
| HRT Financial LP | 3,806 | $210.0K | 0.00% | +3,806 | New |
| Apollon Wealth Management, LLC | 3,714 | $206.0K | 0.01% | +3,714 | New |
| Xcel Wealth Management, LLC | 3,725 | $206.0K | 0.06% | +3,725 | New |
| Veriti Management LLC | 3,725 | $206.0K | 0.03% | +3,725 | New |
| Aire Advisors, LLC | 3,719 | $206.0K | 0.07% | +3,719 | New |
| Seelaus Asset Management LLC | 3,700 | $205.0K | 0.12% | −250−6.3% | Reduced |
| Gofen & Glossberg LLC | 3,691 | $205.0K | 0.00% | +3,691 | New |
| Apriem Advisors | 3,700 | $205.0K | 0.03% | +3,700 | New |
| Iron Financial, LLC | 3,681 | $204.0K | 0.09% | −7,733−67.8% | Reduced |
| Clear Street Markets LLC | 3,619 | $201.0K | 0.06% | −3,311−47.8% | Reduced |
| Surevest, LLC | 3,597 | $199.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 3,259 | $181.0K | 0.00% | +624+23.7% | Added |
| Money Concepts Capital Corp | 3,214 | $178.0K | 0.01% | +3,214 | New |
| Clean Yield Group | 3,000 | $166.0K | 0.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,928 | $162.0K | 0.01% | +1,004+52.2% | Added |
| Raleigh Capital Management Inc. | 2,917 | $162.0K | 0.09% | +2,517+629.3% | Added |
| M&R Capital Management Inc | 2,787 | $154.0K | 0.03% | +2,073+290.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,761 | $153.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,633 | $145.0K | 0.00% | −7,718−74.6% | Reduced |
| Charter Oak Capital Management, LLC | 2,590 | $144.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,596 | $144.0K | 0.03% | +660+34.1% | Added |
| Trustcore Financial Services, LLC | 2,500 | $139.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,503 | $137.0K | 0.00% | +328+15.1% | Added |
| Sentry Investment Management LLC | 2,363 | $131.0K | 0.04% | −397−14.4% | Reduced |
| Orion Capital Management LLC | 2,300 | $127.0K | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 2,151 | $121.0K | 0.04% | +2+0.1% | Added |
| Parallel Advisors, LLC | 2,098 | $116.0K | 0.00% | +206+10.9% | Added |
| Prospera Financial Services Inc | 2,034 | $113.0K | 0.00% | +2,034 | New |
| Vigilant Capital Management, LLC | 2,024 | $112.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,000 | $111.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $111.0K | 0.00% | +1,200+150.0% | Added |
| Private Capital Group, LLC | 2,002 | $111.0K | 0.03% | +1,745+679.0% | Added |
| Financial Perspectives, Inc | 2,000 | $110.8K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,000 | $110.0K | 0.07% | −121,080−98.4% | Reduced |
| First Manhattan Co | 1,995 | $110.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,900 | $105.0K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,812 | $100.0K | 0.05% | −69−3.7% | Reduced |
| Schubert & Co | 1,726 | $96.0K | 0.11% | +23+1.4% | Added |
| Carolinas Wealth Consulting LLC | 1,632 | $91.0K | 0.02% | −11−0.7% | Reduced |
| Retirement Group, LLC | 1,634 | $91.0K | 0.04% | +8+0.5% | Added |
| SRS Capital Advisors, Inc. | 1,567 | $87.0K | 0.01% | +32+2.1% | Added |
| Huntington National Bank | 1,548 | $86.0K | 0.00% | +42+2.8% | Added |
| Brewin Dolphin Ltd | 1,512 | $84.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $83.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,500 | $83.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,439 | $80.0K | 0.00% | −1,057−42.3% | Reduced |
| First Horizon Advisors, Inc. | 1,439 | $80.0K | 0.00% | +11+0.8% | Added |
| American Research & Management Co. | 1,389 | $77.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,300 | $72.0K | 0.01% | +662+103.8% | Added |
| Silvant Capital Management LLC | 1,292 | $72.0K | 0.01% | +740+134.1% | Added |
| Bedel Financial Consulting, Inc. | 1,275 | $71.0K | 0.02% | +6+0.5% | Added |
| Hexagon Capital Partners LLC | 1,241 | $69.0K | 0.02% | +100+8.8% | Added |
| Founders Capital Management | 1,300 | $68.0K | 0.04% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,215 | $67.3K | 0.05% | +1,215 | New |
| Parkside Financial Bank & Trust | 1,210 | $67.0K | 0.02% | +87+7.7% | Added |
| Princeton Global Asset Management LLC | 1,191 | $66.0K | 0.02% | +1,191 | New |
| Proffitt & Goodson Inc | 1,131 | $63.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,116 | $62.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,084 | $60.0K | 0.00% | −300−21.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,081 | $60.0K | 0.01% | +7+0.7% | Added |
| Bay Harbor Wealth Management, LLC | 1,088 | $60.0K | 0.02% | +1,088 | New |
| Sittner & Nelson, LLC | 1,000 | $55.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $55.0K | 0.01% | +1,000 | New |
| North Star Investment Management Corp. | 970 | $54.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 969 | $54.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 970 | $54.0K | 0.01% | +12+1.3% | Added |
| Whittier Trust Co | 953 | $53.0K | 0.00% | −2,100−68.8% | Reduced |
| TCI Wealth Advisors, Inc. | 945 | $52.0K | 0.01% | +53+5.9% | Added |
| Desjardins Global Asset Management Inc. | 923 | $51.0K | 0.00% | −56−5.7% | Reduced |
| Private Ocean, LLC | 900 | $50.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 900 | $50.0K | 0.03% | +900 | New |
| Clearstead Advisors, LLC | 833 | $46.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 804 | $45.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $45.0K | 0.01% | +821 | New |
| Sound Income Strategies, LLC | 786 | $44.0K | 0.01% | −97−11.0% | Reduced |
| Central Trust Co | 800 | $44.0K | 0.00% | +400+100.0% | Added |
| AdvisorNet Financial, Inc | 803 | $44.0K | 0.00% | +425+112.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 800 | $44.0K | 0.00% | +800 | New |
| AllSquare Wealth Management LLC | 798 | $44.0K | 0.03% | +798 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 767 | $42.0K | 0.00% | +625+440.1% | Added |
| Valley National Advisers Inc | 684 | $38.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 650 | $36.0K | 0.01% | +650 | New |
| Hanson & Doremus Investment Management | 625 | $35.0K | 0.01% | −1,640−72.4% | Reduced |
| Massmutual Trust Co FSB | 601 | $33.0K | 0.00% | −4−0.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 572 | $32.0K | 0.02% | +113+24.6% | Added |
| Lloyd Advisory Services, LLC. | – | $32.0K | 0.01% | – | New |
| Webster Bank, N. A. | 557 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 535 | $30.0K | 0.01% | +35+7.0% | Added |