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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.

Institutional holdersQ4 2023: 891 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ4 2023: $16.4B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2023.

Institutions holding IRM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clarius Group, LLC2,864$200.4K0.02%+2,864New
NorthCrest Asset Manangement, LLC2,863$200.4K0.01%−34,706−92.4%Reduced
GeoWealth Management, LLC2,815$198.0K0.02%+2,170+336.4%Added
Annis Gardner Whiting Capital Advisors, LLC2,644$186.7K0.08%−215−7.5%Reduced
Penserra Capital Management LLC2,639$183.0K0.00%−503−16.0%Reduced
Bramshill Investments, LLC2,757$181.7K0.02%−87−3.1%Reduced
Farther Finance Advisors, LLC2,520$176.3K0.01%+1,189+89.3%Added
Central Trust Co2,382$166.7K0.00%+706+42.1%Added
MeadowBrook Investment Advisors LLC2,285$159.9K0.15%+2,285New
Point72 Europe (London) LLP2,280$159.6K0.02%+2,280New
Naples Money Management LLC2,272$159.0K0.15%+2,272New
ICA Group Wealth Management, LLC2,189$153.2K0.03%+2,189New
NVWM, LLC2,151$151.9K0.05%00.0%Unchanged
Baldwin Brothers Inc2,008$140.5K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,000$140.0K0.00%00.0%Unchanged
Financial Perspectives, Inc2,000$140.0K0.06%00.0%Unchanged
First Manhattan Co1,995$139.6K0.00%00.0%Unchanged
Addison Advisors LLC1,941$135.8K0.05%00.0%Unchanged
Harvest Fund Management Co., Ltd1,908$134.0K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,819$127.3K0.00%+34+1.9%Added
Deseret Mutual Benefit Administrators1,804$126.2K0.07%−733−28.9%Reduced
Investors Research Corp1,803$126.2K0.03%−2,426−57.4%Reduced
Monetary Management Group Inc1,800$126.0K0.04%00.0%Unchanged
Orion Capital Management LLC1,800$126.0K0.07%00.0%Unchanged
Edmond de Rothschild Holding S.A.1,773$124.1K0.00%+1,773New
Retirement Group, LLC1,715$120.0K0.05%+8+0.5%Added
Eagle Bay Advisors LLC1,679$117.5K0.07%−363−17.8%Reduced
Ninepoint Partners LP1,674$117.1K0.02%−477−22.2%Reduced
Plato Investment Management Ltd1,661$116.2K0.14%+1,661New
Security National Bank1,619$113.3K0.03%+1,619New
SJS Investment Consulting Inc.1,600$112.0K0.03%00.0%Unchanged
Tower View Investment Management & Research LLC1,592$111.0K0.07%+18+1.1%Added
Geneos Wealth Management Inc.1,579$110.5K0.01%−3,940−71.4%Reduced
Quadrant Capital Group LLC1,552$108.6K0.01%+769+98.2%Added
Sentry Investment Management LLC1,528$107.0K0.05%−164−9.7%Reduced
GAMMA Investing LLC1,559$105.3K0.03%+1,559New
Highlander Capital Management, LLC1,500$105.0K0.04%00.0%Unchanged
First Financial Corp1,500$105.0K0.05%00.0%Unchanged
Fortitude Family Office, LLC1,473$103.1K0.08%+1,473New
Founders Capital Management1,400$98.0K0.07%00.0%Unchanged
Kapitalo Investimentos Ltda1,383$96.8K0.02%+1,383New
First Horizon Advisors, Inc.1,350$94.5K0.00%00.0%Unchanged
Parkside Financial Bank & Trust1,332$93.2K0.02%−54−3.9%Reduced
Silvant Capital Management LLC1,292$91.3K0.00%00.0%Unchanged
Clear Street Markets LLC1,300$91.0K0.04%+1,000+333.3%Added
C M Bidwell & Associates Ltd1,295$90.6K0.07%+10+0.8%Added
FinTrust Capital Advisors, LLC1,240$86.8K0.02%00.0%Unchanged
Peoples Bank1,235$86.4K0.07%00.0%Unchanged
Larson Financial Group LLC1,233$86.3K0.01%−3−0.2%Reduced
Massmutual Trust Co FSB1,171$81.9K0.00%+171+17.1%Added
Halpern Financial, Inc.1,212$80.3K0.02%+1,212New
GPS Wealth Strategies Group, LLC1,131$79.2K0.01%+7+0.6%Added
Thompson Investment Management, Inc.1,064$74.5K0.01%+264+33.0%Added
Carolinas Wealth Consulting LLC1,050$74.2K0.02%00.0%Unchanged
Avion Wealth1,054$74.0K0.02%−34−3.1%Reduced
Bay Harbor Wealth Management, LLC1,036$73.2K0.03%+1+0.1%Added
Group One Trading, L.P.1,037$72.6K0.00%+1,037New
Sittner & Nelson, LLC1,026$71.8K0.04%00.0%Unchanged
Hexagon Capital Partners LLC1,000$70.0K0.02%00.0%Unchanged
Princeton Global Asset Management LLC1,000$70.0K0.02%+1,000New
LM Advisors LLC1,000$70.0K0.01%+1,000New
North Star Investment Management Corp.970$67.9K0.01%00.0%Unchanged
Umb Bank N A964$67.5K0.00%00.0%Unchanged
Sandy Spring Bank923$64.6K0.00%+775+523.6%Added
Sound Income Strategies, LLC919$64.3K0.01%00.0%Unchanged
Smartleaf Asset Management LLC904$63.8K0.02%+904New
Independence Bank of Kentucky905$63.3K0.02%+905New
Private Ocean, LLC900$63.0K0.01%00.0%Unchanged
Rothschild Investment LLC880$61.6K0.01%+880New
Tobam863$60.0K0.01%−724−45.6%Reduced
Clearstead Advisors, LLC855$59.8K0.00%+22+2.6%Added
Proffitt & Goodson Inc825$57.7K0.01%00.0%Unchanged
Ci Investments Inc.808$57.0K0.00%+365+82.4%Added
Bank of New Hampshire795$55.6K0.02%+220+38.3%Added
AlphaMark Advisors, LLC786$55.0K0.02%+2+0.3%Added
Sawyer & Company, Inc775$54.0K0.02%−300−27.9%Reduced
Abound Wealth Management759$53.1K0.02%−46−5.7%Reduced
Focused Wealth Management, Inc758$53.1K0.01%00.0%Unchanged
Valley National Advisers Inc770$53.0K0.01%+80+11.6%Added
Lindbrook Capital, LLC751$52.6K0.01%+144+23.7%Added
Cambridge Trust Co735$51.4K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.722$51.0K0.00%+722New
AllSquare Wealth Management LLC712$49.8K0.03%00.0%Unchanged
True Wealth Design, LLC701$49.1K0.01%+8+1.2%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA700$49.0K0.02%+700New
EdgeRock Capital LLC706$48.8K0.04%+706New
Beacon Capital Management, LLC821$48.8K0.01%00.0%Unchanged
Caitlin John, LLC685$48.4K0.04%+685New
GHP Investment Advisors, Inc.664$46.5K0.00%−87−11.6%Reduced
Harbor Investment Advisory, LLC618$43.3K0.00%+201+48.2%Added
Muzinich & Co., Inc.587$41.1K0.04%00.0%Unchanged
Financial Avengers, Inc.574$40.2K0.02%+6+1.1%Added
Main Street Group, LTD566$39.6K0.01%+566New
Webster Bank, N. A.557$39.0K0.00%00.0%Unchanged
Compass Wealth Management LLC525$36.7K0.01%00.0%Unchanged
Sunbelt Securities, Inc.517$36.2K0.00%+1+0.2%Added
West Tower Group, LLC512$35.8K0.07%−115−18.3%Reduced
Transcendent Capital Group LLC510$35.7K0.02%+510New
Hazlett, Burt & Watson, Inc.500$35.0K0.02%00.0%Unchanged
Heritage Wealth Advisors500$35.0K0.00%+500New