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, 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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 2,972 | $208.0K | 0.05% | +2,972 | New |
| Whittier Trust Co | 2,978 | $208.4K | 0.00% | −250−7.7% | Reduced |
| Clean Yield Group | 3,000 | $209.9K | 0.09% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,000 | $209.9K | 0.10% | +3,000 | New |
| Change Path, LLC | 3,004 | $210.0K | 0.01% | +3,004 | New |
| Miracle Mile Advisors, LLC | 3,006 | $210.4K | 0.01% | +3,006 | New |
| Pine Valley Investments Ltd Liability Co | 3,025 | $211.7K | 0.02% | +3,025 | New |
| Landscape Capital Management, L.L.C. | 3,044 | $213.0K | 0.02% | +3,044 | New |
| Monticello Wealth Management, LLC | 3,065 | $214.5K | 0.02% | −1,320−30.1% | Reduced |
| XML Financial, LLC | 3,068 | $214.7K | 0.02% | +3,068 | New |
| Boston Financial Mangement LLC | 3,100 | $216.9K | 0.01% | +3,100 | New |
| Cigna Investments Inc | 3,095 | $217.0K | 0.04% | +3,095 | New |
| Cresset Asset Management, LLC | 3,106 | $217.4K | 0.00% | +3,106 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,110 | $217.4K | 0.05% | +3,110 | New |
| Relyea Zuckerberg Hanson LLC | 3,121 | $218.4K | 0.04% | +3,121 | New |
| Sovereign Financial Group, Inc. | 3,141 | $219.8K | 0.07% | +3,141 | New |
| Westpac Banking Corp | 3,143 | $219.9K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,191 | $223.3K | 0.00% | +3,191 | New |
| Cypress Capital Group | 3,200 | $223.9K | 0.03% | +3,200 | New |
| Apriem Advisors | 3,200 | $223.9K | 0.03% | +3,200 | New |
| Geller Advisors LLC | 3,182 | $224.7K | 0.02% | −323−9.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,214 | $224.9K | 0.01% | −81,159−96.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,245 | $227.1K | 0.01% | −332−9.3% | Reduced |
| Keystone Wealth Services, LLC | 3,258 | $228.0K | 0.08% | +3,258 | New |
| Jacobi Capital Management LLC | 3,288 | $230.1K | 0.02% | +3,288 | New |
| Community Bank & Trust, Waco, Texas | 3,300 | $231.0K | 0.06% | +3,300 | New |
| Advisor Resource Council | 3,305 | $231.3K | 0.03% | +3,305 | New |
| Advisors Management Group Inc | 3,309 | $232.0K | 0.06% | −189−5.4% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $234.4K | 0.06% | −650−16.3% | Reduced |
| Huntington National Bank | 3,356 | $234.9K | 0.00% | −1,235−26.9% | Reduced |
| International Assets Investment Management, LLC | 3,388 | $237.1K | 0.03% | +3,388 | New |
| Power Corp of Canada | 3,416 | $239.1K | 0.02% | +3,416 | New |
| Davis R M Inc | 3,418 | $239.2K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,446 | $241.2K | 0.00% | +3,446 | New |
| Lokken Investment Group LLC | 3,474 | $243.1K | 0.14% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,449 | $243.6K | 0.02% | +3,449 | New |
| Buckingham Capital Management, Inc. | 3,483 | $243.7K | 0.03% | +3,483 | New |
| Dakota Wealth Management | 3,495 | $244.6K | 0.01% | −1,041−22.9% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,500 | $244.9K | 0.24% | +3,500 | New |
| Philadelphia Trust Co | 3,500 | $245.0K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,524 | $246.6K | 0.02% | −265−7.0% | Reduced |
| Lebenthal Global Advisors, LLC | 3,538 | $247.6K | 0.06% | +3,538 | New |
| Beaumont Financial Advisors, LLC | 3,541 | $247.8K | 0.02% | −164−4.4% | Reduced |
| Panagora Asset Management Inc | 3,610 | $252.6K | 0.00% | −87−2.4% | Reduced |
| E&G Advisors, LP | 3,625 | $253.7K | 0.09% | −2,500−40.8% | Reduced |
| Strategic Blueprint, LLC | 3,625 | $253.7K | 0.02% | +11+0.3% | Added |
| Triasima Portfolio Management inc. | 3,700 | $258.9K | 0.02% | −500−11.9% | Reduced |
| Private Trust Co NA | 3,738 | $261.6K | 0.03% | +17+0.5% | Added |
| Walker Asset Management, LLC | 3,754 | $262.7K | 0.19% | +3,754 | New |
| Grey Street Capital, LLC | 3,731 | $263.5K | 0.13% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 3,794 | $265.5K | 0.27% | +3,794 | New |
| Core Wealth Partners LLC | 3,796 | $265.7K | 0.22% | +287+8.2% | Added |
| Ledgewood Wealth Advisors, LLC | 3,806 | $266.3K | 0.25% | +3,806 | New |
| Sigma Planning Corp | 3,809 | $266.6K | 0.02% | −3,667−49.1% | Reduced |
| Aire Advisors, LLC | 3,828 | $268.1K | 0.07% | +38+1.0% | Added |
| Onyx Bridge Wealth Group LLC | 3,838 | $268.6K | 0.05% | +26+0.7% | Added |
| Fisher Asset Management, LLC | 3,867 | $270.7K | 0.00% | +3,867 | New |
| Park National Corp | 3,905 | $273.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,914 | $273.9K | 0.13% | +83+2.2% | Added |
| Perigon Wealth Management, LLC | 3,926 | $274.7K | 0.01% | +406+11.5% | Added |
| Stephens Inc | 3,938 | $275.6K | 0.00% | −679−14.7% | Reduced |
| FDx Advisors, Inc. | 3,948 | $276.0K | 0.02% | −105−2.6% | Reduced |
| Sachetta, LLC | 3,993 | $279.5K | 0.13% | +3,993 | New |
| Citizens Business Bank | 4,000 | $279.9K | 0.06% | 00.0% | Unchanged |
| Consolidated Planning Corp | 4,001 | $280.0K | 0.05% | +4,001 | New |
| Advisors Capital Management, LLC | 4,024 | $282.0K | 0.01% | +15+0.4% | Added |
| Cetera Trust Company, N.A | 4,050 | $283.4K | 0.18% | +4,050 | New |
| Howland Capital Management LLC | 4,016 | $283.7K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,225 | $287.5K | 0.00% | −118−2.7% | Reduced |
| Orion Portfolio Solutions, LLC | 4,225 | $287.5K | 0.00% | −118−2.7% | Reduced |
| Bogart Wealth, LLC | 4,109 | $287.5K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,124 | $288.6K | 0.03% | +4,124 | New |
| Norris Financial Group, LLC | 4,136 | $289.4K | 0.18% | +4,136 | New |
| Koshinski Asset Management, Inc. | 4,175 | $292.2K | 0.04% | −118−2.7% | Reduced |
| Curi Capital | 4,191 | $293.3K | 0.04% | −6−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,220 | $295.4K | 0.02% | +39+0.9% | Added |
| Verdence Capital Advisors LLC | 4,228 | $295.9K | 0.03% | +17+0.4% | Added |
| TrinityPoint Wealth, LLC | 4,260 | $298.1K | 0.05% | −119−2.7% | Reduced |
| TRUE Private Wealth Advisors | 4,322 | $302.4K | 0.04% | −20.0% | Reduced |
| IFP Advisors, Inc | 4,349 | $304.3K | 0.01% | −173−3.8% | Reduced |
| Horizon Investments, LLC | 4,359 | $305.0K | 0.01% | −28−0.6% | Reduced |
| Prossimo Advisors, LLC | 4,385 | $307.0K | 0.65% | −180−3.9% | Reduced |
| Edmp, Inc. | 4,387 | $307.0K | 0.28% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 4,390 | $307.2K | 0.18% | +240+5.8% | Added |
| Armstrong Advisory Group, Inc | 4,483 | $313.7K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,499 | $314.9K | 0.05% | −199−4.2% | Reduced |
| Wulff, Hansen & Co. | 4,520 | $316.3K | 0.35% | −200−4.2% | Reduced |
| Welch Group, LLC | 4,531 | $317.1K | 0.02% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,558 | $319.0K | 0.08% | −262−5.4% | Reduced |
| Federated Hermes, Inc. | 4,599 | $321.8K | 0.00% | +179+4.0% | Added |
| Wealthcare Advisory Partners LLC | 4,605 | $322.2K | 0.01% | −1,449−23.9% | Reduced |
| Scotia Capital Inc. | 4,610 | $322.5K | 0.00% | −10−0.2% | Reduced |
| Richard W. Paul & Associates, LLC | 4,624 | $323.6K | 0.14% | −190−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 4,691 | $328.2K | 0.02% | +4,691 | New |
| High Net Worth Advisory Group LLC | 4,692 | $328.3K | 0.12% | 00.0% | Unchanged |
| CX Institutional | 4,728 | $330.9K | 0.02% | −8−0.2% | Reduced |
| Teamwork Financial Advisors, LLC | 4,741 | $331.8K | 0.06% | −5,019−51.4% | Reduced |
| Cornerstone Wealth Management, LLC | 4,743 | $331.9K | 0.03% | −99−2.0% | Reduced |
| Quantinno Capital Management LP | 4,766 | $334.0K | 0.01% | +4,766 | New |
| Toroso Investments, LLC | 4,795 | $335.6K | 0.01% | +335+7.5% | Added |