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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 13,450 | $941.2K | 0.07% | +45+0.3% | Added |
| Creekmur Asset Management LLC | 13,100 | $916.8K | 0.29% | +13,100 | New |
| Princeton Capital Management LLC | 13,084 | $915.6K | 0.37% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 13,001 | $900.7K | 0.02% | +3,124+31.6% | Added |
| Beacon Pointe Advisors, LLC | 12,817 | $897.0K | 0.01% | −5,420−29.7% | Reduced |
| Csenge Advisory Group | 12,801 | $895.8K | 0.06% | +711+5.9% | Added |
| JustInvest LLC | 12,669 | $886.6K | 0.02% | −1,682−11.7% | Reduced |
| MAI Capital Management | 12,667 | $886.4K | 0.01% | +406+3.3% | Added |
| Columbia Asset Management | 12,564 | $879.0K | 0.18% | −868−6.5% | Reduced |
| HM Payson & Co | 12,261 | $858.0K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 12,256 | $857.7K | 0.07% | −823−6.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,152 | $850.4K | 0.17% | +2,019+19.9% | Added |
| Kinneret Advisory, LLC | 12,030 | $849.7K | 0.09% | −77−0.6% | Reduced |
| Savant Capital, LLC | 11,991 | $839.1K | 0.01% | −350−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 11,953 | $836.5K | 0.03% | −3,600−23.1% | Reduced |
| Assenagon Asset Management S.A. | 11,615 | $812.8K | 0.00% | 00.0% | Unchanged |
| FCG Investment Co | 11,609 | $812.4K | 0.80% | +11,609 | New |
| Measured Wealth Private Client Group, LLC | 11,608 | $812.3K | 0.30% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 11,555 | $808.6K | 0.76% | +11,555 | New |
| WealthBridge Capital Management, LLC | 11,531 | $807.0K | 0.30% | +132+1.2% | Added |
| Oppenheimer & Co Inc | 11,522 | $806.3K | 0.01% | +4,208+57.5% | Added |
| Pegasus Asset Management, Inc. | 11,495 | $804.4K | 0.34% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 11,474 | $803.0K | 0.43% | +764+7.1% | Added |
| Retirement Planning Co of New England, Inc. | 11,458 | $801.8K | 0.36% | +113+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 11,438 | $800.4K | 0.01% | +3,662+47.1% | Added |
| Jaffetilchin Investment Partners, LLC | 11,310 | $791.5K | 0.08% | −903−7.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,293 | $790.3K | 0.16% | +568+5.3% | Added |
| Abbot Financial Management, Inc. | 11,250 | $787.3K | 0.47% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11,208 | $784.3K | 0.03% | +11,208 | New |
| Westwood Holdings Group Inc. | 11,200 | $784.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 11,203 | $784.0K | 0.03% | +11,203 | New |
| Capital Investment Advisory Services, LLC | 11,196 | $783.5K | 0.07% | −4,179−27.2% | Reduced |
| Harbour Investments, Inc. | 11,186 | $782.8K | 0.03% | +225+2.1% | Added |
| Plimoth Trust Co LLC | 10,998 | $769.6K | 0.22% | 00.0% | Unchanged |
| APG Asset Management N.V. | 12,144 | $769.3K | 0.00% | +1,839+17.8% | Added |
| Verus Capital Partners, LLC | 10,938 | $765.5K | 0.09% | +34+0.3% | Added |
| American Institute for Advanced Investment Management, LLP | 10,855 | $759.6K | 0.67% | +56+0.5% | Added |
| Strait & Sound Wealth Management LLC | 11,584 | $756.9K | 0.47% | −753−6.1% | Reduced |
| Independent Financial Group, LLC | 10,772 | $753.8K | 0.04% | +7+0.1% | Added |
| Grayhawk Investment Strategies Inc. | 10,706 | $749.2K | 0.39% | +10,706 | New |
| Hunter Associates Investment Management LLC | 10,700 | $748.0K | 0.14% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 10,643 | $744.8K | 0.27% | −390−3.5% | Reduced |
| Cerity Partners LLC | 10,523 | $737.4K | 0.00% | +10,523 | New |
| Crescent Grove Advisors, LLC | 10,535 | $737.2K | 0.08% | +10,535 | New |
| Montag A & Associates Inc | 10,396 | $734.3K | 0.04% | +825+8.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,452 | $731.0K | 0.02% | +1,250+13.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,402 | $727.9K | 0.05% | −167−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 10,296 | $720.5K | 0.01% | −1,233−10.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,174 | $718.7K | 0.02% | −942−8.5% | Reduced |
| Sequoia Financial Advisors, LLC | 10,241 | $716.8K | 0.01% | +10,241 | New |
| Hodges Capital Management Inc. | 10,164 | $711.0K | 0.04% | −998−8.9% | Reduced |
| Monument Capital Management | 10,119 | $708.1K | 0.23% | −440−4.2% | Reduced |
| Brown Advisory Inc | 10,094 | $706.4K | 0.00% | +224+2.3% | Added |
| TCG Advisory Services, LLC | 10,029 | $701.8K | 0.05% | −88−0.9% | Reduced |
| Archer Investment Corp | 10,000 | $699.8K | 0.23% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 10,000 | $699.8K | 0.61% | +10,000 | New |
| Strategic Investment Advisors | 9,979 | $698.4K | 0.10% | −861−7.9% | Reduced |
| Quantitative Investment Management, LLC | 9,980 | $698.0K | 0.04% | +360+3.7% | Added |
| Mathes Company, Inc. | 9,950 | $696.0K | 0.29% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,734 | $681.6K | 0.01% | +275+2.9% | Added |
| NewEdge Wealth, LLC | 9,709 | $679.4K | 0.02% | −5,307−35.3% | Reduced |
| Bailard, Inc. | 9,651 | $675.4K | 0.02% | +520+5.7% | Added |
| Beacon Investment Advisors LLC | 9,642 | $674.8K | 0.43% | +65+0.7% | Added |
| Armor Investment Advisors, LLC | 9,526 | $666.6K | 0.35% | −907−8.7% | Reduced |
| Founders Financial Alliance, LLC | 9,512 | $665.6K | 0.26% | −663−6.5% | Reduced |
| Spire Wealth Management | 9,896 | $661.7K | 0.02% | +7,136+258.6% | Added |
| Cipher Capital LP | 9,441 | $660.7K | 0.21% | +9,441 | New |
| GTS Securities LLC | 9,375 | $656.1K | 0.01% | +9,375 | New |
| Colonial River Wealth Management, LLC | 9,356 | $654.7K | 0.39% | −125−1.3% | Reduced |
| Aspire Private Capital, LLC | 9,315 | $651.9K | 0.19% | +25+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,243 | $646.8K | 0.02% | +31+0.3% | Added |
| Verition Fund Management LLC | 9,240 | $646.6K | 0.01% | −8,082−46.7% | Reduced |
| IHT Wealth Management, LLC | 9,202 | $644.0K | 0.03% | +407+4.6% | Added |
| Atlantic Union Bankshares Corp | 9,094 | $636.4K | 0.06% | −700−7.1% | Reduced |
| Outlook Wealth Advisors, LLC | 8,961 | $627.1K | 0.22% | −1,873−17.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,951 | $626.4K | 0.05% | +1,979+28.4% | Added |
| Wetherby Asset Management Inc | 8,797 | $615.6K | 0.03% | −121−1.4% | Reduced |
| Brown Brothers Harriman & Co | 8,757 | $612.8K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 8,753 | $612.6K | 0.17% | +10.0% | Added |
| Global Retirement Partners, LLC | 9,216 | $611.6K | 0.03% | +156+1.7% | Added |
| Proequities, Inc. | 8,640 | $610.2K | 0.04% | −1,432−14.2% | Reduced |
| Delta Investment Management, LLC | 8,719 | $610.2K | 0.15% | +8,719 | New |
| Merit Financial Group, LLC | 8,678 | $607.3K | 0.02% | −709−7.6% | Reduced |
| Madden Securities Corp | 8,675 | $607.1K | 0.32% | −50−0.6% | Reduced |
| Everence Capital Management Inc | 8,670 | $607.0K | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,638 | $604.5K | 0.42% | +83+1.0% | Added |
| Equitable Holdings, Inc. | 8,624 | $603.5K | 0.01% | +2,130+32.8% | Added |
| Raymond James Trust N.A. | 8,607 | $602.3K | 0.02% | −47−0.5% | Reduced |
| Quantbot Technologies LP | 8,560 | $599.0K | 0.03% | +8,560 | New |
| Atlas Capital Advisors LLC | 8,526 | $596.6K | 0.09% | +397+4.9% | Added |
| H&H Retirement Design & Management INC | 8,697 | $596.3K | 0.38% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,481 | $593.5K | 0.05% | +1,544+22.3% | Added |
| Ullmann Financial Group, Inc. | 8,383 | $586.6K | 0.10% | +81+1.0% | Added |
| Coastal Investment Advisors, Inc. | 8,335 | $583.3K | 0.13% | −5,388−39.3% | Reduced |
| Kavar Capital Partners Group, LLC | 8,300 | $580.8K | 0.06% | +4,150+100.0% | Added |
| Atwood & Palmer Inc | 8,250 | $577.3K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,033 | $562.2K | 0.05% | +787+10.9% | Added |
| Integrated Advisors Network LLC | 7,959 | $557.0K | 0.03% | +46+0.6% | Added |
| Pearl River Capital, LLC | 7,942 | $555.8K | 0.09% | +1,761+28.5% | Added |
| Squarepoint Ops LLC | 7,912 | $553.7K | 0.00% | −10−0.1% | Reduced |