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 |
|---|---|---|---|---|---|
| Muzinich & Co., Inc. | 587 | $41.1K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 618 | $43.3K | 0.00% | +201+48.2% | Added |
| GHP Investment Advisors, Inc. | 664 | $46.5K | 0.00% | −87−11.6% | Reduced |
| Caitlin John, LLC | 685 | $48.4K | 0.04% | +685 | New |
| Beacon Capital Management, LLC | 821 | $48.8K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 706 | $48.8K | 0.04% | +706 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $49.0K | 0.02% | +700 | New |
| True Wealth Design, LLC | 701 | $49.1K | 0.01% | +8+1.2% | Added |
| AllSquare Wealth Management LLC | 712 | $49.8K | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 722 | $51.0K | 0.00% | +722 | New |
| Cambridge Trust Co | 735 | $51.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 751 | $52.6K | 0.01% | +144+23.7% | Added |
| Valley National Advisers Inc | 770 | $53.0K | 0.01% | +80+11.6% | Added |
| Focused Wealth Management, Inc | 758 | $53.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 759 | $53.1K | 0.02% | −46−5.7% | Reduced |
| Sawyer & Company, Inc | 775 | $54.0K | 0.02% | −300−27.9% | Reduced |
| AlphaMark Advisors, LLC | 786 | $55.0K | 0.02% | +2+0.3% | Added |
| Bank of New Hampshire | 795 | $55.6K | 0.02% | +220+38.3% | Added |
| Ci Investments Inc. | 808 | $57.0K | 0.00% | +365+82.4% | Added |
| Proffitt & Goodson Inc | 825 | $57.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 855 | $59.8K | 0.00% | +22+2.6% | Added |
| Tobam | 863 | $60.0K | 0.01% | −724−45.6% | Reduced |
| Rothschild Investment LLC | 880 | $61.6K | 0.01% | +880 | New |
| Private Ocean, LLC | 900 | $63.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 905 | $63.3K | 0.02% | +905 | New |
| Smartleaf Asset Management LLC | 904 | $63.8K | 0.02% | +904 | New |
| Sound Income Strategies, LLC | 919 | $64.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 923 | $64.6K | 0.00% | +775+523.6% | Added |
| Umb Bank N A | 964 | $67.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $67.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $70.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $70.0K | 0.02% | +1,000 | New |
| LM Advisors LLC | 1,000 | $70.0K | 0.01% | +1,000 | New |
| Sittner & Nelson, LLC | 1,026 | $71.8K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,037 | $72.6K | 0.00% | +1,037 | New |
| Bay Harbor Wealth Management, LLC | 1,036 | $73.2K | 0.03% | +1+0.1% | Added |
| Avion Wealth | 1,054 | $74.0K | 0.02% | −34−3.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,050 | $74.2K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,064 | $74.5K | 0.01% | +264+33.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,131 | $79.2K | 0.01% | +7+0.6% | Added |
| Halpern Financial, Inc. | 1,212 | $80.3K | 0.02% | +1,212 | New |
| Massmutual Trust Co FSB | 1,171 | $81.9K | 0.00% | +171+17.1% | Added |
| Larson Financial Group LLC | 1,233 | $86.3K | 0.01% | −3−0.2% | Reduced |
| Peoples Bank | 1,235 | $86.4K | 0.07% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,240 | $86.8K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,295 | $90.6K | 0.07% | +10+0.8% | Added |
| Clear Street Markets LLC | 1,300 | $91.0K | 0.04% | +1,000+333.3% | Added |
| Silvant Capital Management LLC | 1,292 | $91.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,332 | $93.2K | 0.02% | −54−3.9% | Reduced |
| First Horizon Advisors, Inc. | 1,350 | $94.5K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,383 | $96.8K | 0.02% | +1,383 | New |
| Founders Capital Management | 1,400 | $98.0K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,473 | $103.1K | 0.08% | +1,473 | New |
| First Financial Corp | 1,500 | $105.0K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,500 | $105.0K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,559 | $105.3K | 0.03% | +1,559 | New |
| Sentry Investment Management LLC | 1,528 | $107.0K | 0.05% | −164−9.7% | Reduced |
| Quadrant Capital Group LLC | 1,552 | $108.6K | 0.01% | +769+98.2% | Added |
| Geneos Wealth Management Inc. | 1,579 | $110.5K | 0.01% | −3,940−71.4% | Reduced |
| Tower View Investment Management & Research LLC | 1,592 | $111.0K | 0.07% | +18+1.1% | Added |
| SJS Investment Consulting Inc. | 1,600 | $112.0K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 1,619 | $113.3K | 0.03% | +1,619 | New |
| Plato Investment Management Ltd | 1,661 | $116.2K | 0.14% | +1,661 | New |
| Ninepoint Partners LP | 1,674 | $117.1K | 0.02% | −477−22.2% | Reduced |
| Eagle Bay Advisors LLC | 1,679 | $117.5K | 0.07% | −363−17.8% | Reduced |
| Retirement Group, LLC | 1,715 | $120.0K | 0.05% | +8+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,773 | $124.1K | 0.00% | +1,773 | New |
| Monetary Management Group Inc | 1,800 | $126.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,800 | $126.0K | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 1,803 | $126.2K | 0.03% | −2,426−57.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,804 | $126.2K | 0.07% | −733−28.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,819 | $127.3K | 0.00% | +34+1.9% | Added |
| Harvest Fund Management Co., Ltd | 1,908 | $134.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,941 | $135.8K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $139.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $140.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $140.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,008 | $140.5K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 2,151 | $151.9K | 0.05% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,189 | $153.2K | 0.03% | +2,189 | New |
| Naples Money Management LLC | 2,272 | $159.0K | 0.15% | +2,272 | New |
| Point72 Europe (London) LLP | 2,280 | $159.6K | 0.02% | +2,280 | New |
| MeadowBrook Investment Advisors LLC | 2,285 | $159.9K | 0.15% | +2,285 | New |
| Central Trust Co | 2,382 | $166.7K | 0.00% | +706+42.1% | Added |
| Farther Finance Advisors, LLC | 2,520 | $176.3K | 0.01% | +1,189+89.3% | Added |
| Bramshill Investments, LLC | 2,757 | $181.7K | 0.02% | −87−3.1% | Reduced |
| Penserra Capital Management LLC | 2,639 | $183.0K | 0.00% | −503−16.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,644 | $186.7K | 0.08% | −215−7.5% | Reduced |
| GeoWealth Management, LLC | 2,815 | $198.0K | 0.02% | +2,170+336.4% | Added |
| NorthCrest Asset Manangement, LLC | 2,863 | $200.4K | 0.01% | −34,706−92.4% | Reduced |
| Clarius Group, LLC | 2,864 | $200.4K | 0.02% | +2,864 | New |
| Evergreen Capital Management LLC | 2,845 | $200.9K | 0.01% | −817−22.3% | Reduced |
| Parallel Advisors, LLC | 2,879 | $201.5K | 0.01% | −778−21.3% | Reduced |
| Daymark Wealth Partners, LLC | 2,883 | $201.8K | 0.01% | +2,883 | New |
| Capital City Trust Co | 2,940 | $205.7K | 0.06% | +2,940 | New |
| Douglas Lane & Associates, LLC | 2,944 | $206.0K | 0.00% | +2,944 | New |
| Destination Wealth Management | 2,946 | $206.2K | 0.01% | −1,930−39.6% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,948 | $206.3K | 0.10% | −425−12.6% | Reduced |
| IMA Wealth, Inc. | 2,954 | $206.7K | 0.10% | +2,954 | New |
| Toth Financial Advisory Corp | 2,962 | $207.3K | 0.03% | −781−20.9% | Reduced |