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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 477 | $33.4K | 0.00% | +52+12.2% | Added |
| Hanson & Doremus Investment Management | 475 | $33.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 469 | $32.8K | 0.00% | +5+1.1% | Added |
| CVA Family Office, LLC | 455 | $31.8K | 0.01% | +455 | New |
| Bartlett & Co. Wealth Management LLC | 440 | $31.4K | 0.00% | +370+528.6% | Added |
| Bartlett & Co. LLC | 440 | $31.0K | 0.00% | +370+528.6% | Added |
| PFS Partners, LLC | 419 | $29.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 416 | $29.1K | 0.00% | +16+4.0% | Added |
| Canton Hathaway, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $28.0K | 0.02% | −100−20.0% | Reduced |
| First Community Trust NA | 385 | $26.9K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 380 | $26.8K | 0.00% | −50−11.6% | Reduced |
| Exchange Traded Concepts, LLC | 376 | $26.3K | 0.00% | +376 | New |
| GW&K Investment Management, LLC | 369 | $26.0K | 0.00% | +90+32.3% | Added |
| EverSource Wealth Advisors, LLC | 354 | $24.8K | 0.00% | −50−12.4% | Reduced |
| Piscataqua Savings Bank | 353 | $24.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 329 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 362 | $21.0K | 0.00% | +242+201.7% | Added |
| Trust Co of Vermont | 300 | $21.0K | 0.00% | −150−33.3% | Reduced |
| Desjardins Global Asset Management Inc. | 297 | $20.8K | 0.00% | +4+1.4% | Added |
| Dunhill Financial, LLC | 297 | $20.8K | 0.02% | +297 | New |
| IAG Wealth Partners, LLC | 295 | $20.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $19.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $18.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 253 | $18.0K | 0.00% | −16−5.9% | Reduced |
| Covestor Ltd | 252 | $18.0K | 0.01% | +6+2.4% | Added |
| Impact Partnership Wealth, LLC | 255 | $17.8K | 0.01% | −1,915−88.2% | Reduced |
| Quent Capital, LLC | 240 | $16.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 238 | $16.7K | 0.00% | +18+8.2% | Added |
| First Personal Financial Services | 230 | $16.1K | 0.00% | −60−20.7% | Reduced |
| Zions Bancorporation, N.A. | 229 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 228 | $16.0K | 0.00% | −165−42.0% | Reduced |
| Chilton Capital Management LLC | 205 | $14.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $14.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 184 | $12.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 179 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 180 | $12.6K | 0.00% | −475−72.5% | Reduced |
| Assetmark, Inc | 176 | $12.3K | 0.00% | +22+14.3% | Added |
| Coston, McIsaac & Partners | 179 | $12.0K | 0.00% | +2+1.1% | Added |
| Pin Oak Investment Advisors Inc | 174 | $12.0K | 0.01% | +174 | New |
| Chesapeake Asset Management LLC | 170 | $11.9K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 160 | $11.2K | 0.01% | +1+0.6% | Added |
| Kozak & Associates, Inc. | 163 | $10.8K | 0.00% | +1+0.6% | Added |
| Tidemark, LLC | 154 | $10.8K | 0.01% | +154 | New |
| Carmichael Hill & Associates, Inc. | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 140 | $10.0K | 0.00% | +2+1.4% | Added |
| Northwest Financial Advisors | 141 | $9.87K | 0.01% | +141 | New |
| Park Place Capital Corp | 141 | $9.87K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 123 | $9.00K | 0.00% | +1+0.8% | Added |
| Bell Investment Advisors, Inc | 117 | $8.19K | 0.00% | −3−2.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 113 | $7.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 113 | $7.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 112 | $7.84K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 107 | $7.49K | 0.00% | +107 | New |
| McIlrath & Eck, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $6.58K | 0.00% | +11+13.3% | Added |
| Red Tortoise LLC | 94 | $6.58K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $6.42K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $6.00K | 0.01% | +100 | New |
| RFP Financial Group LLC | 84 | $5.88K | 0.00% | +84 | New |
| Bruce G. Allen Investments, LLC | 79 | $5.53K | 0.01% | +79 | New |
| Pineridge Advisors LLC | 73 | $5.11K | 0.00% | +73 | New |
| Planning Capital Management Corp | 72 | $5.04K | 0.00% | +72 | New |
| Turtle Creek Wealth Advisors, LLC | 60 | $4.20K | 0.00% | +60 | New |
| Quarry LP | 59 | $4.13K | 0.00% | −8−11.9% | Reduced |
| Asset Dedication, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $3.66K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $3.50K | 0.00% | +50 | New |
| Core Wealth Advisors, Inc. | 43 | $3.01K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 39 | $2.73K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $2.03K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $1.89K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $1.82K | 0.00% | +7+36.8% | Added |
| Caldwell Sutter Capital, Inc. | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 15 | $1.05K | 0.00% | +15 | New |
| Bokf, NA | 15 | $1.05K | 0.00% | +12+400.0% | Added |
| SYSTM Wealth Solutions LLC | 11 | $766 | 0.00% | +11 | New |
| Aspect Partners, LLC | 8 | $560 | 0.00% | +8 | New |
| Ibex Wealth Advisors | 7 | $496 | 0.11% | −7,441−99.9% | Reduced |
| West Paces Advisors Inc. | 7 | $490 | 0.00% | +7 | New |
| TFC Financial Management | 6 | $420 | 0.00% | −624−99.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $350 | 0.00% | +5 | New |
| PFG Private Wealth Management, LLC | 3 | $210 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 1 | $71 | 0.00% | −305−99.7% | Reduced |
| Key Financial Inc | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −277,132−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −97,787−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −71,963−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −62,814−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −51,923−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −38,537−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −36,993−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −31,741−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,791−100.0% | Sold out |