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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 4,822 | $337.4K | 0.01% | +1,116+30.1% | Added |
| First Citizens Bank & Trust Co | 4,832 | $338.1K | 0.01% | +4,832 | New |
| L.M. Kohn & Company | 4,875 | $341.2K | 0.11% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 4,889 | $342.1K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,910 | $343.0K | 0.11% | +455+10.2% | Added |
| Lido Advisors, LLC | 4,862 | $343.4K | 0.00% | +858+21.4% | Added |
| Signaturefd, LLC | 4,907 | $343.4K | 0.01% | +1,316+36.6% | Added |
| Profund Advisors LLC | 4,921 | $344.4K | 0.01% | +610+14.1% | Added |
| Wealthspire Advisors, LLC | 4,925 | $344.6K | 0.00% | +117+2.4% | Added |
| Texas Yale Capital Corp. | 4,925 | $344.7K | 0.02% | 00.0% | Unchanged |
| West Wealth Group, LLC | 5,000 | $349.9K | 0.14% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 5,004 | $350.0K | 0.11% | −20−0.4% | Reduced |
| NorthStar Asset Management LLC | 5,024 | $351.6K | 0.32% | +5,024 | New |
| SFG Wealth Management, LLC. | 5,050 | $353.4K | 0.24% | −797−13.6% | Reduced |
| Intrua Financial, LLC | 5,051 | $353.4K | 0.06% | −163−3.1% | Reduced |
| Keybank National Association | 5,051 | $353.5K | 0.00% | +5,051 | New |
| ING Groep NV | 5,074 | $355.1K | 0.00% | −31,666−86.2% | Reduced |
| Hudson Portfolio Management LLC | 5,100 | $356.9K | 0.39% | −4,305−45.8% | Reduced |
| Valued Retirements, Inc. | 5,198 | $363.8K | 0.63% | +5,198 | New |
| Pinnacle Family Advisors, LLC | 5,202 | $364.0K | 0.21% | +29+0.6% | Added |
| Ellevest, Inc. | 5,220 | $365.3K | 0.02% | +322+6.6% | Added |
| Choate Investment Advisors | 5,257 | $367.9K | 0.01% | −44−0.8% | Reduced |
| Southland Equity Partners LLC | 5,269 | $368.7K | 0.12% | −80−1.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,286 | $369.9K | 0.04% | −23−0.4% | Reduced |
| Coastline Trust Co | 5,311 | $371.7K | 0.05% | 00.0% | Unchanged |
| BancorpSouth Bank | 5,318 | $372.2K | 0.03% | 00.0% | Unchanged |
| Duality Advisers, LP | 5,342 | $373.8K | 0.04% | −52,530−90.8% | Reduced |
| Principle Wealth Partners LLC | 5,350 | $374.4K | 0.03% | −10−0.2% | Reduced |
| Sculati Wealth Management, LLC | 5,372 | $375.9K | 0.18% | −1,016−15.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,384 | $376.8K | 0.01% | −401−6.9% | Reduced |
| Prudent Man Advisors, LLC | 5,423 | $379.5K | 0.14% | −7,131−56.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,471 | $382.8K | 0.01% | −1,585−22.5% | Reduced |
| TD Waterhouse Canada Inc. | 5,529 | $384.8K | 0.00% | −1,384−20.0% | Reduced |
| NBC Securities, Inc. | 5,532 | $387.0K | 0.04% | −102−1.8% | Reduced |
| Private Portfolio Partners LLC | 5,614 | $392.9K | 0.09% | −355−5.9% | Reduced |
| Bessemer Group Inc | 5,680 | $396.0K | 0.00% | −2,090−26.9% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $396.1K | 0.31% | 00.0% | Unchanged |
| Golden State Equity Partners | 5,749 | $402.3K | 0.10% | −62−1.1% | Reduced |
| Veriti Management LLC | 5,758 | $402.9K | 0.04% | +5,758 | New |
| TownSquare Capital, LLC | 5,813 | $406.8K | 0.01% | −133−2.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,861 | $410.1K | 0.08% | −306−5.0% | Reduced |
| Griffin Asset Management, Inc. | 5,881 | $411.5K | 0.05% | +28+0.5% | Added |
| Alberta Investment Management Corp | 5,900 | $412.9K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,903 | $413.0K | 0.10% | +5,903 | New |
| Financial Management Professionals, Inc. | 5,951 | $416.0K | 0.07% | +621+11.7% | Added |
| M&R Capital Management Inc | 5,958 | $416.9K | 0.10% | +419+7.6% | Added |
| Zimmermann Investment Management & Planning LLC | 6,000 | $419.9K | 0.17% | +6,000 | New |
| Transatlantique Private Wealth LLC | 6,003 | $420.1K | 0.20% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,074 | $425.1K | 0.01% | −342−5.3% | Reduced |
| Hilltop Holdings Inc. | 6,160 | $431.1K | 0.05% | −33−0.5% | Reduced |
| Augustine Asset Management Inc | 6,176 | $432.2K | 0.19% | −1,041−14.4% | Reduced |
| Garden State Investment Advisory Services LLC | 6,155 | $434.0K | 0.18% | +10.0% | Added |
| Advisors Preferred, LLC | 6,328 | $434.3K | 0.07% | −3,377−34.8% | Reduced |
| DFPG Investments, LLC | 6,572 | $435.2K | 0.03% | −16−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,281 | $439.5K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,412 | $440.1K | 0.00% | −3,697−36.6% | Reduced |
| Essex Savings Bank | 6,290 | $440.1K | 0.13% | −250−3.8% | Reduced |
| Fiduciary Family Office, LLC | 6,303 | $441.1K | 0.19% | +6,303 | New |
| Estabrook Capital Management | 6,377 | $446.3K | 0.07% | −256−3.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,380 | $446.5K | 0.02% | +771+13.7% | Added |
| Flagship Harbor Advisors, LLC | 6,386 | $446.9K | 0.03% | −289−4.3% | Reduced |
| Sheets Smith Wealth Management | 6,460 | $452.1K | 0.06% | −245−3.7% | Reduced |
| Accuvest Global Advisors | 6,473 | $453.0K | 0.48% | 00.0% | Unchanged |
| DCM Advisors, LLC | 6,516 | $456.0K | 0.16% | −268−4.0% | Reduced |
| Coldstream Capital Management Inc | 6,575 | $460.1K | 0.01% | −8−0.1% | Reduced |
| V-Square Quantitative Management LLC | 6,617 | $463.1K | 0.11% | +1,295+24.3% | Added |
| First Dallas Securities Inc. | 6,625 | $464.0K | 0.24% | +6,625 | New |
| FJ Investments, LLC | 6,692 | $468.3K | 0.02% | +6,692 | New |
| Centaurus Financial, Inc. | 6,734 | $471.0K | 0.04% | −56−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 6,744 | $472.0K | 0.03% | +315+4.9% | Added |
| CWM, LLC | 6,758 | $473.0K | 0.00% | +896+15.3% | Added |
| Washington Trust Co | 6,761 | $473.1K | 0.02% | +3,195+89.6% | Added |
| Investment Management Corp of Ontario | 6,791 | $475.2K | 0.01% | +6,791 | New |
| Foster & Motley Inc | 6,827 | $478.0K | 0.04% | −5,113−42.8% | Reduced |
| Glenmede Trust Co NA | 6,912 | $483.7K | 0.00% | +245+3.7% | Added |
| Hudson Valley Investment Advisors Inc | 7,145 | $486.2K | 0.07% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 7,013 | $490.8K | 0.10% | −289−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,105 | $497.2K | 0.01% | +3,641+105.1% | Added |
| SeaCrest Wealth Management, LLC | 7,534 | $502.9K | 0.06% | +366+5.1% | Added |
| Greenleaf Trust | 7,194 | $503.4K | 0.01% | +370+5.4% | Added |
| Fiduciary Group LLC | 7,250 | $507.4K | 0.06% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 7,268 | $509.0K | 0.01% | +2,974+69.3% | Added |
| Congress Wealth Management LLC | 7,278 | $509.4K | 0.01% | +7,278 | New |
| Dynamic Technology Lab Private Ltd | 7,444 | $520.0K | 0.05% | −2,505−25.2% | Reduced |
| Kingsview Wealth Management, LLC | 7,468 | $522.6K | 0.02% | +274+3.8% | Added |
| Wedbush Securities Inc | 7,672 | $537.0K | 0.02% | −718−8.6% | Reduced |
| Ieq Capital, LLC | 7,675 | $537.1K | 0.01% | −1,892−19.8% | Reduced |
| Virtu Financial LLC | 7,683 | $538.0K | 0.04% | −1,574−17.0% | Reduced |
| GM Advisory Group, Inc. | 7,736 | $541.4K | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,878 | $551.3K | 0.14% | −122−1.5% | Reduced |
| NorthRock Partners, LLC | 7,832 | $552.0K | 0.02% | +4,195+115.3% | Added |
| Squarepoint Ops LLC | 7,912 | $553.7K | 0.00% | −10−0.1% | Reduced |
| Pearl River Capital, LLC | 7,942 | $555.8K | 0.09% | +1,761+28.5% | Added |
| Integrated Advisors Network LLC | 7,959 | $557.0K | 0.03% | +46+0.6% | Added |
| Belpointe Asset Management LLC | 8,033 | $562.2K | 0.05% | +787+10.9% | Added |
| Atwood & Palmer Inc | 8,250 | $577.3K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 8,300 | $580.8K | 0.06% | +4,150+100.0% | Added |
| Coastal Investment Advisors, Inc. | 8,335 | $583.3K | 0.13% | −5,388−39.3% | Reduced |
| Ullmann Financial Group, Inc. | 8,383 | $586.6K | 0.10% | +81+1.0% | Added |
| Arete Wealth Advisors, LLC | 8,481 | $593.5K | 0.05% | +1,544+22.3% | Added |