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 |
|---|---|---|---|---|---|
| Corbenic Partners LLC | 514 | $29.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 523 | $29.0K | 0.00% | +3+0.6% | Added |
| Financial Avengers, Inc. | 529 | $29.0K | 0.02% | +7+1.3% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $28.0K | 0.02% | +500 | New |
| SJS Investment Consulting Inc. | 500 | $28.0K | 0.01% | +500 | New |
| GHP Investment Advisors, Inc. | 477 | $26.0K | 0.00% | +477 | New |
| Quadrant Capital Group LLC | 459 | $25.0K | 0.00% | −1−0.2% | Reduced |
| Byrne Asset Management LLC | 450 | $25.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 431 | $24.0K | 0.00% | +5+1.2% | Added |
| PFS Partners, LLC | 419 | $23.2K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 420 | $23.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 421 | $23.0K | 0.02% | +421 | New |
| AlphaMark Advisors, LLC | 400 | $22.0K | 0.01% | +400 | New |
| Bank of New Hampshire | 400 | $22.0K | 0.01% | +400 | New |
| First Community Trust NA | 385 | $21.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 370 | $21.0K | 0.00% | +150+68.2% | Added |
| Piscataqua Savings Bank | 353 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 366 | $20.0K | 0.00% | +58+18.8% | Added |
| Whittier Trust Co of Nevada Inc | 329 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 329 | $18.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 330 | $18.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 324 | $18.0K | 0.00% | +324 | New |
| RPg Family Wealth Advisory, LLC | 310 | $17.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $16.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 275 | $15.0K | 0.00% | −25−8.3% | Reduced |
| Harbor Investment Advisory, LLC | 272 | $15.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $13.0K | 0.00% | −182−43.1% | Reduced |
| Exchange Traded Concepts, LLC | 230 | $13.0K | 0.00% | −33−12.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 229 | $13.0K | 0.00% | +2+0.9% | Added |
| Glen Eagle Advisors, LLC | 200 | $11.1K | 0.00% | −385−65.8% | Reduced |
| BerganKDV Wealth Management, LLC | 207 | $11.0K | 0.00% | +3+1.5% | Added |
| Dividend Assets Capital, LLC | 200 | $11.0K | 0.00% | +100+100.0% | Added |
| Blue Bell Private Wealth Management, LLC | 186 | $10.0K | 0.00% | +186 | New |
| Farmers & Merchants Investments Inc | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $9.00K | 0.00% | +15+10.3% | Added |
| GW&K Investment Management, LLC | 170 | $9.00K | 0.00% | +170 | New |
| Prestige Wealth Management Group LLC | 152 | $8.00K | 0.00% | −20−11.6% | Reduced |
| Kozak & Associates, Inc. | 149 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 134 | $7.00K | 0.00% | +9+7.2% | Added |
| Benjamin Edwards Inc | 128 | $7.00K | 0.00% | +1+0.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $6.00K | 0.00% | −75−42.9% | Reduced |
| Ellis Investment Partners, LLC | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 103 | $6.00K | 0.00% | +92+836.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 104 | $6.00K | 0.00% | +104 | New |
| Heritage Wealth Management, LLC | 115 | $6.00K | 0.00% | +115 | New |
| Federated Hermes, Inc. | 91 | $5.00K | 0.00% | −17,634−99.5% | Reduced |
| Hudock, Inc. | 98 | $5.00K | 0.00% | +1+1.0% | Added |
| Zions Bancorporation, N.A. | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 85 | $5.00K | 0.00% | +14+19.7% | Added |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | +70 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.92K | 0.00% | +70 | New |
| MV Capital Management, Inc. | 61 | $3.00K | 0.00% | −1−1.6% | Reduced |
| Fieldpoint Private Securities, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Sutton Wealth Advisors Inc. | 46 | $2.55K | 0.00% | +13+39.4% | Added |
| Raffa Wealth Management, LLC | 39 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Kelly Financial Services LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | +2+14.3% | Added |
| Ritter Daniher Financial Advisory, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Allworth Financial LP | 21 | $1.00K | 0.00% | +21 | New |
| Key Financial Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $0 | 0.00% | +6 | New |
| Westside Investment Management, Inc. | 276 | – | – | +250+961.5% | Added |
| WBI Investments | 0 | $0 | 0.00% | −103,173−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −88,469−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −76,979−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −69,374−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −67,548−100.0% | Sold out |
| Searle & Co. | 0 | $0 | 0.00% | −45,200−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −43,963−100.0% | Sold out |
| Roberts Wealth Advisors, LLC | 0 | $0 | 0.00% | −40,424−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −34,500−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −33,486−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −31,559−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −27,059−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −25,113−100.0% | Sold out |
| Thompson Investment Management, Inc. | 0 | $0 | 0.00% | −24,169−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −23,038−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −20,244−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −18,330−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,237−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −14,278−100.0% | Sold out |
| SMH Capital Advisors Inc | 0 | $0 | 0.00% | −13,986−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,610−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −8,382−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −8,108−100.0% | Sold out |