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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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

Q1 2024 vs. Q4 2023

How the institutions holding Iron Mountain Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of IRM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders89110938+57
Shares233.7M73.6K237.3M+3.71M (+1.6%)
Value$16.4B$5.13M$19.0B+$2.65B (+16.2%)

10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held Iron Mountain Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 126 by value.

Institutions new to IRM in Q1 2024
InstitutionSharesValue% of portfolio
Waterfront Capital Partners, LLC255,000$20.5M1.91%
Eventide Asset Management, LLC247,702$19.9M0.31%
Pinebridge Investments, L.P.228,192$18.3M0.15%
ExodusPoint Capital Management, LP183,185$14.7M0.18%
Resona Asset Management Co.,Ltd.163,985$13.2M0.08%
Danske Bank A/S154,556$12.4M0.04%
Gillson Capital LP118,499$9.51M0.90%
Mason & Associates, LLC95,114$7.63M5.81%
Nia Impact Advisors, LLC76,483$6.13M2.45%
Kestra Advisory Services, LLC73,551$5.95M0.04%
Qube Research & Technologies Ltd70,388$5.65M0.01%
STRS Ohio68,700$5.51M0.02%
Healthcare of Ontario Pension Plan Trust Fund64,000$5.13M0.02%
Point72 (DIFC) Ltd60,791$4.88M0.38%
Susquehanna Fundamental Investments, LLC60,086$4.82M0.22%
Wakefield Asset Management LLLP46,959$3.77M1.30%
Two Sigma Investments, LP45,856$3.68M0.01%
Centiva Capital, LP35,604$2.86M0.16%
Summit Partners Public Asset Management, LLC35,000$2.81M0.13%
American Assets Capital Advisers, LLC25,499$2.05M0.58%
Obermeyer Wood Investment Counsel, LLLP25,066$2.01M0.12%
Prana Capital Management, LP24,225$1.94M0.09%
Atria Investments LLC23,352$1.87M0.03%
SpiderRock Advisors, LLC21,495$1.71M0.06%
Claro Advisors LLC18,019$1.45M0.25%
Simplicity Wealth,LLC16,521$1.33M0.03%
Coppell Advisory Solutions Corp.15,950$1.28M0.24%
Zacks Investment Management15,445$1.24M0.01%
XTX Topco Ltd14,943$1.20M0.16%
Kestra Private Wealth Services, LLC14,181$1.15M0.03%
Catalytic Wealth RIA, LLC13,826$1.11M0.22%
McKinley Capital Management LLC /Delaware13,603$1.09M0.13%
Lombard Odier Asset Management (Switzerland) SA13,015$1.04M0.07%
Tompkins Financial Corp12,000$962.5K0.11%
Focus Financial Network, Inc.12,122$902.1K0.04%
United Services Automobile Association11,078$888.6K0.02%
Steward Partners Investment Solutions, LLC11,030$884.7K0.15%
Savoie Capital LLC10,545$845.8K0.12%
Hartline Investment Corp9,544$765.5K0.13%
CWA Asset Management Group, LLC9,152$734.0K0.04%
Engineers Gate Manager LP8,871$711.5K0.02%
Machina Capital S.A.S.8,817$707.2K0.37%
Qtron Investments LLC8,043$645.1K0.09%
One Capital Management, LLC6,949$557.4K0.02%
Diversify Advisory Services, LLC6,841$544.1K0.03%
Wolverine Trading, LLC6,773$543.3K0.01%
Quadcap Wealth Management, LLC6,605$529.8K0.12%
RMR Wealth Builders4,686$376.9K0.05%
Jackson Creek Investment Advisors LLC4,617$370.0K0.13%
LifePro Asset Management4,455$357.3K0.24%
Tradewinds, LLC.4,415$354.1K0.31%
Jefferies Financial Group Inc.4,403$353.2K0.01%
NCP Inc.4,213$337.9K0.23%
Twinbeech Capital LP4,210$337.7K0.01%
Catalyst Funds Management Pty Ltd4,200$336.9K0.09%
RMB Capital Management, LLC4,193$336.3K0.01%
MBB Public Markets I LLC3,943$316.3K0.02%
OneAscent Financial Services LLC3,937$316.0K0.03%
Ameritas Advisory Services, LLC3,950$315.0K0.01%
Inceptionr LLC3,899$312.7K0.08%
Cynosure Management, LLC3,813$305.8K0.05%
Cornerstone Wealth Group, LLC3,811$305.7K0.03%
Highland Capital Management Fund Advisors, L.P.3,800$304.8K0.05%
Empower Advisory Group, LLC3,693$296.2K0.00%
AlphaStar Capital Management, LLC3,672$294.5K0.03%
Aptus Capital Advisors, LLC3,432$275.3K0.01%
Sienna Gestion3,416$274.0K0.03%
BTC Capital Management, Inc.3,403$273.0K0.02%
Summit Financial, LLC3,269$264.3K0.02%
Somerset Trust Co3,295$264.3K0.11%
Infrastructure Capital Advisors, LLC3,250$260.7K0.03%
Two Sigma Securities, LLC3,243$260.1K0.01%
Aspen Investment Management Inc3,110$249.0K0.13%
Great Valley Advisor Group, Inc.3,052$244.7K0.01%
Oak Thistle LLC3,039$243.8K0.22%
Crestwood Advisors Group LLC2,931$235.1K0.01%
Schechter Investment Advisors, LLC2,928$234.9K0.02%
Cooper Financial Group2,924$234.6K0.04%
Aberdeen Wealth Management LLC2,877$230.8K0.13%
Boothbay Fund Management, LLC2,864$229.7K0.01%
Scientech Research LLC2,796$224.3K0.12%
Atomi Financial Group, Inc.2,790$223.8K0.02%
Naples Global Advisors, LLC2,750$222.4K0.02%
Schmidt P J Investment Management Inc2,760$221.4K0.04%
Bradley Foster & Sargent Inc2,751$220.7K0.00%
HBK Sorce Advisory LLC2,702$216.8K0.01%
Investment House LLC2,700$216.6K0.01%
Seelaus Asset Management LLC2,700$216.6K0.22%
Allen Investment Management LLC2,696$216.2K0.00%
Meeder Advisory Services, Inc.2,680$214.9K0.02%
Dynamic Advisor Solutions LLC2,675$214.5K0.01%
Vident Advisory, LLC2,630$211.0K0.00%
Financial Advocates Investment Management2,616$209.9K0.01%
Saxony Capital Management, LLC2,610$209.3K0.25%
Segment Wealth Management, LLC2,600$208.5K0.02%
Seed Wealth Management, Inc.2,620$208.4K0.20%
Insigneo Advisory Services, LLC2,570$207.7K0.02%
Patriot Financial Group Insurance Agency, LLC2,581$207.0K0.03%
Cardiff Park Advisors, LLC2,578$206.8K0.02%
Hutchens & Kramer Investment Management Group, LLC2,595$206.4K0.12%

Sold out (69)

Institutions that held Iron Mountain Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of IRM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Gilman Hill Asset Management, LLC178,184$12.5M
Alyeska Investment Group, L.P.145,603$10.2M
Cetera Advisor Networks LLC132,785$9.29M
La Banque Postale Asset Management SA132,082$9.24M
Cetera Advisors LLC60,588$4.24M
Nomura Holdings Inc51,817$3.63M
Y-Intercept (Hong Kong) Ltd40,911$2.86M
Entropy Technologies, LP22,449$1.57M
Waratah Capital Advisors Ltd.20,956$1.47M
SeaBridge Investment Advisors LLC18,030$1.26M
Walleye Trading LLC15,244$1.07M
Invst, LLC15,035$1.04M
USA Financial Portformulas Corp14,191$993.1K
Westwood Holdings Group Inc.11,200$784.0K
Grayhawk Investment Strategies Inc.10,706$749.2K
Quantitative Investment Management, LLC9,980$698.0K
Cipher Capital LP9,441$660.7K
Delta Investment Management, LLC8,719$610.2K
Arete Wealth Advisors, LLC8,481$593.5K
Pearl River Capital, LLC7,942$555.8K
Virtu Financial LLC7,683$538.0K
Congress Wealth Management LLC7,278$509.4K
iA Global Asset Management Inc.7,268$509.0K
Hudson Valley Investment Advisors Inc7,145$486.2K
FJ Investments, LLC6,692$468.3K
Transatlantique Private Wealth LLC6,003$420.1K
Stevens Capital Management LP5,903$413.0K
Prudent Man Advisors, LLC5,423$379.5K
Principle Wealth Partners LLC5,350$374.4K
Wealthspire Advisors, LLC4,925$344.6K
First Citizens Bank & Trust Co4,832$338.1K
Prossimo Advisors, LLC4,385$307.0K
Curi Capital4,191$293.3K
Fisher Asset Management, LLC3,867$270.7K
Grey Street Capital, LLC3,731$263.5K
Power Corp of Canada3,416$239.1K
Advisor Resource Council3,305$231.3K
Wiley Bros.-Aintree Capital, LLC3,110$217.4K
Monticello Wealth Management, LLC3,065$214.5K
Landscape Capital Management, L.L.C.3,044$213.0K
Beacon Bridge Wealth Partners, LLC2,948$206.3K
Bramshill Investments, LLC2,757$181.7K
Point72 Europe (London) LLP2,280$159.6K
Investors Research Corp1,803$126.2K
Founders Capital Management1,400$98.0K
Kapitalo Investimentos Ltda1,383$96.8K
C M Bidwell & Associates Ltd1,295$90.6K
Group One Trading, L.P.1,037$72.6K
LM Advisors LLC1,000$70.0K
Focused Wealth Management, Inc758$53.1K
EdgeRock Capital LLC706$48.8K
West Tower Group, LLC512$35.8K
First Community Trust NA385$26.9K
Johnson Financial Group, Inc.380$26.8K
First Personal Financial Services230$16.1K
Glassman Wealth Services228$16.0K
Benjamin Edwards Inc140$10.0K
Northwest Financial Advisors141$9.87K
Tradition Wealth Management, LLC123$9.00K
Nemes Rush Group LLC113$7.91K
Planned Solutions, Inc.107$7.49K
FNY Investment Advisers, LLC100$6.00K
Turtle Creek Wealth Advisors, LLC60$4.20K
Creative Financial Designs Inc50$3.50K
Caldwell Sutter Capital, Inc.25$1.75K
SYSTM Wealth Solutions LLC11$766
Ibex Wealth Advisors7$496
West Paces Advisors Inc.7$490
Evermay Wealth Management LLC5$350

Not filed for Q1 2024 yet (10)

Institutions that held Iron Mountain Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IRM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Lee Danner & Bass Inc21,775$1.52M
Coppell Advisory Solutions LLC16,883$1.18M
Sawtooth Solutions, LLC16,185$1.13M
DFPG Investments, LLC6,572$435.2K
Golden State Equity Partners5,749$402.3K
Hudson Portfolio Management LLC5,100$356.9K
Baystate Wealth Management LLC469$32.8K
Bartlett & Co. LLC440$31.0K
Desjardins Global Asset Management Inc.297$20.8K
Provence Wealth Management Group160$11.2K