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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 4,605 | $322.2K | 0.01% | −1,449−23.9% | Reduced |
| Federated Hermes, Inc. | 4,599 | $321.8K | 0.00% | +179+4.0% | Added |
| Goldstone Financial Group, LLC | 4,558 | $319.0K | 0.08% | −262−5.4% | Reduced |
| Welch Group, LLC | 4,531 | $317.1K | 0.02% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,520 | $316.3K | 0.35% | −200−4.2% | Reduced |
| Personal Cfo Solutions, LLC | 4,499 | $314.9K | 0.05% | −199−4.2% | Reduced |
| Armstrong Advisory Group, Inc | 4,483 | $313.7K | 0.03% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 4,390 | $307.2K | 0.18% | +240+5.8% | Added |
| Edmp, Inc. | 4,387 | $307.0K | 0.28% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 4,385 | $307.0K | 0.65% | −180−3.9% | Reduced |
| Horizon Investments, LLC | 4,359 | $305.0K | 0.01% | −28−0.6% | Reduced |
| IFP Advisors, Inc | 4,349 | $304.3K | 0.01% | −173−3.8% | Reduced |
| TRUE Private Wealth Advisors | 4,322 | $302.4K | 0.04% | −20.0% | Reduced |
| TrinityPoint Wealth, LLC | 4,260 | $298.1K | 0.05% | −119−2.7% | Reduced |
| Verdence Capital Advisors LLC | 4,228 | $295.9K | 0.03% | +17+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,220 | $295.4K | 0.02% | +39+0.9% | Added |
| Curi Capital | 4,191 | $293.3K | 0.04% | −6−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 4,175 | $292.2K | 0.04% | −118−2.7% | Reduced |
| Norris Financial Group, LLC | 4,136 | $289.4K | 0.18% | +4,136 | New |
| NEOS Investment Management LLC | 4,124 | $288.6K | 0.03% | +4,124 | New |
| Bogart Wealth, LLC | 4,109 | $287.5K | 0.02% | 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 |
| Howland Capital Management LLC | 4,016 | $283.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,050 | $283.4K | 0.18% | +4,050 | New |
| Advisors Capital Management, LLC | 4,024 | $282.0K | 0.01% | +15+0.4% | Added |
| Consolidated Planning Corp | 4,001 | $280.0K | 0.05% | +4,001 | New |
| Citizens Business Bank | 4,000 | $279.9K | 0.06% | 00.0% | Unchanged |
| Sachetta, LLC | 3,993 | $279.5K | 0.13% | +3,993 | New |
| FDx Advisors, Inc. | 3,948 | $276.0K | 0.02% | −105−2.6% | Reduced |
| Stephens Inc | 3,938 | $275.6K | 0.00% | −679−14.7% | Reduced |
| Perigon Wealth Management, LLC | 3,926 | $274.7K | 0.01% | +406+11.5% | Added |
| Raleigh Capital Management Inc. | 3,914 | $273.9K | 0.13% | +83+2.2% | Added |
| Park National Corp | 3,905 | $273.3K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,867 | $270.7K | 0.00% | +3,867 | New |
| Onyx Bridge Wealth Group LLC | 3,838 | $268.6K | 0.05% | +26+0.7% | Added |
| Aire Advisors, LLC | 3,828 | $268.1K | 0.07% | +38+1.0% | Added |
| Sigma Planning Corp | 3,809 | $266.6K | 0.02% | −3,667−49.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 3,806 | $266.3K | 0.25% | +3,806 | New |
| Core Wealth Partners LLC | 3,796 | $265.7K | 0.22% | +287+8.2% | Added |
| Inspire Trust Co, N.A. | 3,794 | $265.5K | 0.27% | +3,794 | New |
| Grey Street Capital, LLC | 3,731 | $263.5K | 0.13% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 3,754 | $262.7K | 0.19% | +3,754 | New |
| Private Trust Co NA | 3,738 | $261.6K | 0.03% | +17+0.5% | Added |
| Triasima Portfolio Management inc. | 3,700 | $258.9K | 0.02% | −500−11.9% | Reduced |
| Strategic Blueprint, LLC | 3,625 | $253.7K | 0.02% | +11+0.3% | Added |
| E&G Advisors, LP | 3,625 | $253.7K | 0.09% | −2,500−40.8% | Reduced |
| Panagora Asset Management Inc | 3,610 | $252.6K | 0.00% | −87−2.4% | Reduced |
| Beaumont Financial Advisors, LLC | 3,541 | $247.8K | 0.02% | −164−4.4% | Reduced |
| Lebenthal Global Advisors, LLC | 3,538 | $247.6K | 0.06% | +3,538 | New |
| Nations Financial Group Inc, | 3,524 | $246.6K | 0.02% | −265−7.0% | Reduced |
| Philadelphia Trust Co | 3,500 | $245.0K | 0.02% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,500 | $244.9K | 0.24% | +3,500 | New |
| Dakota Wealth Management | 3,495 | $244.6K | 0.01% | −1,041−22.9% | Reduced |
| Buckingham Capital Management, Inc. | 3,483 | $243.7K | 0.03% | +3,483 | New |
| CAPROCK Group, Inc. | 3,449 | $243.6K | 0.02% | +3,449 | New |
| Lokken Investment Group LLC | 3,474 | $243.1K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,446 | $241.2K | 0.00% | +3,446 | New |
| Davis R M Inc | 3,418 | $239.2K | 0.01% | 00.0% | Unchanged |
| Power Corp of Canada | 3,416 | $239.1K | 0.02% | +3,416 | New |
| International Assets Investment Management, LLC | 3,388 | $237.1K | 0.03% | +3,388 | New |
| Huntington National Bank | 3,356 | $234.9K | 0.00% | −1,235−26.9% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $234.4K | 0.06% | −650−16.3% | Reduced |
| Advisors Management Group Inc | 3,309 | $232.0K | 0.06% | −189−5.4% | Reduced |
| Advisor Resource Council | 3,305 | $231.3K | 0.03% | +3,305 | New |
| Community Bank & Trust, Waco, Texas | 3,300 | $231.0K | 0.06% | +3,300 | New |
| Jacobi Capital Management LLC | 3,288 | $230.1K | 0.02% | +3,288 | New |
| Keystone Wealth Services, LLC | 3,258 | $228.0K | 0.08% | +3,258 | New |
| Ameritas Investment Partners, Inc. | 3,245 | $227.1K | 0.01% | −332−9.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,214 | $224.9K | 0.01% | −81,159−96.2% | Reduced |
| Geller Advisors LLC | 3,182 | $224.7K | 0.02% | −323−9.2% | Reduced |
| Cypress Capital Group | 3,200 | $223.9K | 0.03% | +3,200 | New |
| Apriem Advisors | 3,200 | $223.9K | 0.03% | +3,200 | New |
| Kovitz Investment Group Partners, LLC | 3,191 | $223.3K | 0.00% | +3,191 | New |
| Westpac Banking Corp | 3,143 | $219.9K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,141 | $219.8K | 0.07% | +3,141 | New |
| Relyea Zuckerberg Hanson LLC | 3,121 | $218.4K | 0.04% | +3,121 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,110 | $217.4K | 0.05% | +3,110 | New |
| Cresset Asset Management, LLC | 3,106 | $217.4K | 0.00% | +3,106 | New |
| Cigna Investments Inc | 3,095 | $217.0K | 0.04% | +3,095 | New |
| Boston Financial Mangement LLC | 3,100 | $216.9K | 0.01% | +3,100 | New |
| XML Financial, LLC | 3,068 | $214.7K | 0.02% | +3,068 | New |
| Monticello Wealth Management, LLC | 3,065 | $214.5K | 0.02% | −1,320−30.1% | Reduced |
| Landscape Capital Management, L.L.C. | 3,044 | $213.0K | 0.02% | +3,044 | New |
| Pine Valley Investments Ltd Liability Co | 3,025 | $211.7K | 0.02% | +3,025 | New |
| Miracle Mile Advisors, LLC | 3,006 | $210.4K | 0.01% | +3,006 | New |
| Change Path, LLC | 3,004 | $210.0K | 0.01% | +3,004 | New |
| Clean Yield Group | 3,000 | $209.9K | 0.09% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,000 | $209.9K | 0.10% | +3,000 | New |
| Whittier Trust Co | 2,978 | $208.4K | 0.00% | −250−7.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,972 | $208.0K | 0.05% | +2,972 | New |
| Toth Financial Advisory Corp | 2,962 | $207.3K | 0.03% | −781−20.9% | Reduced |
| IMA Wealth, Inc. | 2,954 | $206.7K | 0.10% | +2,954 | New |
| Beacon Bridge Wealth Partners, LLC | 2,948 | $206.3K | 0.10% | −425−12.6% | Reduced |
| Destination Wealth Management | 2,946 | $206.2K | 0.01% | −1,930−39.6% | Reduced |
| Douglas Lane & Associates, LLC | 2,944 | $206.0K | 0.00% | +2,944 | New |
| Capital City Trust Co | 2,940 | $205.7K | 0.06% | +2,940 | New |
| Daymark Wealth Partners, LLC | 2,883 | $201.8K | 0.01% | +2,883 | New |
| Parallel Advisors, LLC | 2,879 | $201.5K | 0.01% | −778−21.3% | Reduced |
| Evergreen Capital Management LLC | 2,845 | $200.9K | 0.01% | −817−22.3% | Reduced |