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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 7,832 | $552.0K | 0.02% | +4,195+115.3% | Added |
| Beverly Hills Private Wealth, LLC | 7,878 | $551.3K | 0.14% | −122−1.5% | Reduced |
| GM Advisory Group, Inc. | 7,736 | $541.4K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,683 | $538.0K | 0.04% | −1,574−17.0% | Reduced |
| Ieq Capital, LLC | 7,675 | $537.1K | 0.01% | −1,892−19.8% | Reduced |
| Wedbush Securities Inc | 7,672 | $537.0K | 0.02% | −718−8.6% | Reduced |
| Kingsview Wealth Management, LLC | 7,468 | $522.6K | 0.02% | +274+3.8% | Added |
| Dynamic Technology Lab Private Ltd | 7,444 | $520.0K | 0.05% | −2,505−25.2% | Reduced |
| Congress Wealth Management LLC | 7,278 | $509.4K | 0.01% | +7,278 | New |
| iA Global Asset Management Inc. | 7,268 | $509.0K | 0.01% | +2,974+69.3% | Added |
| Fiduciary Group LLC | 7,250 | $507.4K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 7,194 | $503.4K | 0.01% | +370+5.4% | Added |
| SeaCrest Wealth Management, LLC | 7,534 | $502.9K | 0.06% | +366+5.1% | Added |
| Prime Capital Investment Advisors, LLC | 7,105 | $497.2K | 0.01% | +3,641+105.1% | Added |
| TBH Global Asset Management, LLC | 7,013 | $490.8K | 0.10% | −289−4.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,145 | $486.2K | 0.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,912 | $483.7K | 0.00% | +245+3.7% | Added |
| Foster & Motley Inc | 6,827 | $478.0K | 0.04% | −5,113−42.8% | Reduced |
| Investment Management Corp of Ontario | 6,791 | $475.2K | 0.01% | +6,791 | New |
| Washington Trust Co | 6,761 | $473.1K | 0.02% | +3,195+89.6% | Added |
| CWM, LLC | 6,758 | $473.0K | 0.00% | +896+15.3% | Added |
| J.W. Cole Advisors, Inc. | 6,744 | $472.0K | 0.03% | +315+4.9% | Added |
| Centaurus Financial, Inc. | 6,734 | $471.0K | 0.04% | −56−0.8% | Reduced |
| FJ Investments, LLC | 6,692 | $468.3K | 0.02% | +6,692 | New |
| First Dallas Securities Inc. | 6,625 | $464.0K | 0.24% | +6,625 | New |
| V-Square Quantitative Management LLC | 6,617 | $463.1K | 0.11% | +1,295+24.3% | Added |
| Coldstream Capital Management Inc | 6,575 | $460.1K | 0.01% | −8−0.1% | Reduced |
| DCM Advisors, LLC | 6,516 | $456.0K | 0.16% | −268−4.0% | Reduced |
| Accuvest Global Advisors | 6,473 | $453.0K | 0.48% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,460 | $452.1K | 0.06% | −245−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 6,386 | $446.9K | 0.03% | −289−4.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,380 | $446.5K | 0.02% | +771+13.7% | Added |
| Estabrook Capital Management | 6,377 | $446.3K | 0.07% | −256−3.9% | Reduced |
| Fiduciary Family Office, LLC | 6,303 | $441.1K | 0.19% | +6,303 | New |
| Essex Savings Bank | 6,290 | $440.1K | 0.13% | −250−3.8% | Reduced |
| Fayez Sarofim & Co | 6,412 | $440.1K | 0.00% | −3,697−36.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,281 | $439.5K | 0.03% | 00.0% | Unchanged |
| DFPG Investments, LLC | 6,572 | $435.2K | 0.03% | −16−0.2% | Reduced |
| Advisors Preferred, LLC | 6,328 | $434.3K | 0.07% | −3,377−34.8% | Reduced |
| Garden State Investment Advisory Services LLC | 6,155 | $434.0K | 0.18% | +10.0% | Added |
| Augustine Asset Management Inc | 6,176 | $432.2K | 0.19% | −1,041−14.4% | Reduced |
| Hilltop Holdings Inc. | 6,160 | $431.1K | 0.05% | −33−0.5% | Reduced |
| HB Wealth Management, LLC | 6,074 | $425.1K | 0.01% | −342−5.3% | Reduced |
| Transatlantique Private Wealth LLC | 6,003 | $420.1K | 0.20% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 6,000 | $419.9K | 0.17% | +6,000 | New |
| M&R Capital Management Inc | 5,958 | $416.9K | 0.10% | +419+7.6% | Added |
| Financial Management Professionals, Inc. | 5,951 | $416.0K | 0.07% | +621+11.7% | Added |
| Stevens Capital Management LP | 5,903 | $413.0K | 0.10% | +5,903 | New |
| Alberta Investment Management Corp | 5,900 | $412.9K | 0.00% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 5,881 | $411.5K | 0.05% | +28+0.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,861 | $410.1K | 0.08% | −306−5.0% | Reduced |
| TownSquare Capital, LLC | 5,813 | $406.8K | 0.01% | −133−2.2% | Reduced |
| Veriti Management LLC | 5,758 | $402.9K | 0.04% | +5,758 | New |
| Golden State Equity Partners | 5,749 | $402.3K | 0.10% | −62−1.1% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $396.1K | 0.31% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,680 | $396.0K | 0.00% | −2,090−26.9% | Reduced |
| Private Portfolio Partners LLC | 5,614 | $392.9K | 0.09% | −355−5.9% | Reduced |
| NBC Securities, Inc. | 5,532 | $387.0K | 0.04% | −102−1.8% | Reduced |
| TD Waterhouse Canada Inc. | 5,529 | $384.8K | 0.00% | −1,384−20.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,471 | $382.8K | 0.01% | −1,585−22.5% | Reduced |
| Prudent Man Advisors, LLC | 5,423 | $379.5K | 0.14% | −7,131−56.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,384 | $376.8K | 0.01% | −401−6.9% | Reduced |
| Sculati Wealth Management, LLC | 5,372 | $375.9K | 0.18% | −1,016−15.9% | Reduced |
| Principle Wealth Partners LLC | 5,350 | $374.4K | 0.03% | −10−0.2% | Reduced |
| Duality Advisers, LP | 5,342 | $373.8K | 0.04% | −52,530−90.8% | Reduced |
| BancorpSouth Bank | 5,318 | $372.2K | 0.03% | 00.0% | Unchanged |
| Coastline Trust Co | 5,311 | $371.7K | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,286 | $369.9K | 0.04% | −23−0.4% | Reduced |
| Southland Equity Partners LLC | 5,269 | $368.7K | 0.12% | −80−1.5% | Reduced |
| Choate Investment Advisors | 5,257 | $367.9K | 0.01% | −44−0.8% | Reduced |
| Ellevest, Inc. | 5,220 | $365.3K | 0.02% | +322+6.6% | Added |
| Pinnacle Family Advisors, LLC | 5,202 | $364.0K | 0.21% | +29+0.6% | Added |
| Valued Retirements, Inc. | 5,198 | $363.8K | 0.63% | +5,198 | New |
| Hudson Portfolio Management LLC | 5,100 | $356.9K | 0.39% | −4,305−45.8% | Reduced |
| ING Groep NV | 5,074 | $355.1K | 0.00% | −31,666−86.2% | Reduced |
| Keybank National Association | 5,051 | $353.5K | 0.00% | +5,051 | New |
| Intrua Financial, LLC | 5,051 | $353.4K | 0.06% | −163−3.1% | Reduced |
| SFG Wealth Management, LLC. | 5,050 | $353.4K | 0.24% | −797−13.6% | Reduced |
| NorthStar Asset Management LLC | 5,024 | $351.6K | 0.32% | +5,024 | New |
| Dorsey Wright & Associates | 5,004 | $350.0K | 0.11% | −20−0.4% | Reduced |
| West Wealth Group, LLC | 5,000 | $349.9K | 0.14% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,925 | $344.7K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,925 | $344.6K | 0.00% | +117+2.4% | Added |
| Profund Advisors LLC | 4,921 | $344.4K | 0.01% | +610+14.1% | Added |
| Signaturefd, LLC | 4,907 | $343.4K | 0.01% | +1,316+36.6% | Added |
| Lido Advisors, LLC | 4,862 | $343.4K | 0.00% | +858+21.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,910 | $343.0K | 0.11% | +455+10.2% | Added |
| Perfromance Wealth Partners, LLC | 4,889 | $342.1K | 0.02% | 00.0% | Unchanged |
| L.M. Kohn & Company | 4,875 | $341.2K | 0.11% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,832 | $338.1K | 0.01% | +4,832 | New |
| Moneta Group Investment Advisors LLC | 4,822 | $337.4K | 0.01% | +1,116+30.1% | Added |
| Toroso Investments, LLC | 4,795 | $335.6K | 0.01% | +335+7.5% | Added |
| Quantinno Capital Management LP | 4,766 | $334.0K | 0.01% | +4,766 | New |
| Cornerstone Wealth Management, LLC | 4,743 | $331.9K | 0.03% | −99−2.0% | Reduced |
| Teamwork Financial Advisors, LLC | 4,741 | $331.8K | 0.06% | −5,019−51.4% | Reduced |
| CX Institutional | 4,728 | $330.9K | 0.02% | −8−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $328.3K | 0.12% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,691 | $328.2K | 0.02% | +4,691 | New |
| Richard W. Paul & Associates, LLC | 4,624 | $323.6K | 0.14% | −190−3.9% | Reduced |
| Scotia Capital Inc. | 4,610 | $322.5K | 0.00% | −10−0.2% | Reduced |