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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Iron Mountain Inc as of Dec 31, 2023. 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
- 891
- +72 vs. Q3 2023
- Shares held
- 233.7M
- +4.86M (+2.1%) vs. Q3 2023
- Total value
- $16.4B
- +$2.74B (+20.1%) vs. Q3 2023
- New holders
- 136
- 277 more added
- Sold out
- 64
- 346 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Key Financial Inc | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $71 | 0.00% | −305−99.7% | Reduced |
| PFG Private Wealth Management, LLC | 3 | $210 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $350 | 0.00% | +5 | New |
| TFC Financial Management | 6 | $420 | 0.00% | −624−99.0% | Reduced |
| West Paces Advisors Inc. | 7 | $490 | 0.00% | +7 | New |
| Ibex Wealth Advisors | 7 | $496 | 0.11% | −7,441−99.9% | Reduced |
| Aspect Partners, LLC | 8 | $560 | 0.00% | +8 | New |
| SYSTM Wealth Solutions LLC | 11 | $766 | 0.00% | +11 | New |
| Bokf, NA | 15 | $1.05K | 0.00% | +12+400.0% | Added |
| Venturi Wealth Management, LLC | 15 | $1.05K | 0.00% | +15 | New |
| Caldwell Sutter Capital, Inc. | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $1.82K | 0.00% | +7+36.8% | Added |
| Trifecta Capital Advisors, LLC | 27 | $1.89K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $2.03K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $2.73K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 43 | $3.01K | 0.00% | +43 | New |
| Creative Financial Designs Inc | 50 | $3.50K | 0.00% | +50 | New |
| Rise Advisors, LLC | 52 | $3.66K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 59 | $4.13K | 0.00% | −8−11.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 60 | $4.20K | 0.00% | +60 | New |
| Planning Capital Management Corp | 72 | $5.04K | 0.00% | +72 | New |
| Pineridge Advisors LLC | 73 | $5.11K | 0.00% | +73 | New |
| Bruce G. Allen Investments, LLC | 79 | $5.53K | 0.01% | +79 | New |
| RFP Financial Group LLC | 84 | $5.88K | 0.00% | +84 | New |
| FNY Investment Advisers, LLC | 100 | $6.00K | 0.01% | +100 | New |
| Hoese & Co LLP | 100 | $6.42K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 94 | $6.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $6.58K | 0.00% | +11+13.3% | Added |
| McIlrath & Eck, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 107 | $7.49K | 0.00% | +107 | New |
| Colonial Trust Advisors | 112 | $7.84K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $7.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 113 | $7.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 117 | $8.19K | 0.00% | −3−2.5% | Reduced |
| Tradition Wealth Management, LLC | 123 | $9.00K | 0.00% | +1+0.8% | Added |
| Park Place Capital Corp | 141 | $9.87K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 141 | $9.87K | 0.01% | +141 | New |
| Benjamin Edwards Inc | 140 | $10.0K | 0.00% | +2+1.4% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 154 | $10.8K | 0.01% | +154 | New |
| Kozak & Associates, Inc. | 163 | $10.8K | 0.00% | +1+0.6% | Added |
| Provence Wealth Management Group | 160 | $11.2K | 0.01% | +1+0.6% | Added |
| Chesapeake Asset Management LLC | 170 | $11.9K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 179 | $12.0K | 0.00% | +2+1.1% | Added |
| Pin Oak Investment Advisors Inc | 174 | $12.0K | 0.01% | +174 | New |
| Assetmark, Inc | 176 | $12.3K | 0.00% | +22+14.3% | Added |
| Tucker Asset Management LLC | 180 | $12.6K | 0.00% | −475−72.5% | Reduced |
| Prestige Wealth Management Group LLC | 179 | $12.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 184 | $12.9K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 205 | $14.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $14.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 228 | $16.0K | 0.00% | −165−42.0% | Reduced |
| Zions Bancorporation, N.A. | 229 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 230 | $16.1K | 0.00% | −60−20.7% | Reduced |
| JFS Wealth Advisors, LLC | 238 | $16.7K | 0.00% | +18+8.2% | Added |
| Quent Capital, LLC | 240 | $16.8K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 255 | $17.8K | 0.01% | −1,915−88.2% | Reduced |
| Loomis Sayles & Co L P | 253 | $18.0K | 0.00% | −16−5.9% | Reduced |
| Covestor Ltd | 252 | $18.0K | 0.01% | +6+2.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $18.4K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $19.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $20.6K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 297 | $20.8K | 0.02% | +297 | New |
| Desjardins Global Asset Management Inc. | 297 | $20.8K | 0.00% | +4+1.4% | Added |
| Trust Co of Vermont | 300 | $21.0K | 0.00% | −150−33.3% | Reduced |
| Ronald Blue Trust, Inc. | 362 | $21.0K | 0.00% | +242+201.7% | Added |
| Whittier Trust Co of Nevada Inc | 329 | $23.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $24.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 354 | $24.8K | 0.00% | −50−12.4% | Reduced |
| GW&K Investment Management, LLC | 369 | $26.0K | 0.00% | +90+32.3% | Added |
| Exchange Traded Concepts, LLC | 376 | $26.3K | 0.00% | +376 | New |
| Johnson Financial Group, Inc. | 380 | $26.8K | 0.00% | −50−11.6% | Reduced |
| First Community Trust NA | 385 | $26.9K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $28.0K | 0.02% | −100−20.0% | Reduced |
| Canton Hathaway, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 416 | $29.1K | 0.00% | +16+4.0% | Added |
| PFS Partners, LLC | 419 | $29.3K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 440 | $31.0K | 0.00% | +370+528.6% | Added |
| Bartlett & Co. Wealth Management LLC | 440 | $31.4K | 0.00% | +370+528.6% | Added |
| CVA Family Office, LLC | 455 | $31.8K | 0.01% | +455 | New |
| Baystate Wealth Management LLC | 469 | $32.8K | 0.00% | +5+1.1% | Added |
| Hanson & Doremus Investment Management | 475 | $33.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 477 | $33.4K | 0.00% | +52+12.2% | Added |
| Heritage Wealth Advisors | 500 | $35.0K | 0.00% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $35.0K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 510 | $35.7K | 0.02% | +510 | New |
| West Tower Group, LLC | 512 | $35.8K | 0.07% | −115−18.3% | Reduced |
| Sunbelt Securities, Inc. | 517 | $36.2K | 0.00% | +1+0.2% | Added |
| Compass Wealth Management LLC | 525 | $36.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 557 | $39.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 566 | $39.6K | 0.01% | +566 | New |
| Financial Avengers, Inc. | 574 | $40.2K | 0.02% | +6+1.1% | Added |