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.
13F holders, Q1 2024
Institutional positions in Iron Mountain Inc as of Mar 31, 2024. 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
- 938
- +57 vs. Q4 2023
- Shares held
- 237.3M
- +3.71M (+1.6%) vs. Q4 2023
- Total value
- $19.0B
- +$2.65B (+16.2%) vs. Q4 2023
- New holders
- 126
- 310 more added
- Sold out
- 69
- 328 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $34 | 0.00% | −255−100.0% | Reduced |
| Key Financial Inc | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $80 | 0.00% | +1 | New |
| PFG Private Wealth Management, LLC | 3 | $243 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $324 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 5 | $401 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $402 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $562 | 0.00% | +1+16.7% | Added |
| Sofos Investments, Inc. | 10 | $777 | 0.00% | +9+900.0% | Added |
| Aspect Partners, LLC | 11 | $882 | 0.00% | +3+37.5% | Added |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | +11+275.0% | Added |
| Venturi Wealth Management, LLC | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 21 | $1.67K | 0.00% | +6+40.0% | Added |
| Northwest Investment Counselors, LLC | 22 | $1.74K | 0.00% | +22 | New |
| Jamison Private Wealth Management, Inc. | 25 | $2.01K | 0.00% | +25 | New |
| Versant Capital Management, Inc | 26 | $2.08K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $2.41K | 0.00% | −82−73.2% | Reduced |
| Kelly Financial Services LLC | 36 | $2.89K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 36 | $2.89K | 0.00% | +36 | New |
| Pineridge Advisors LLC | 37 | $2.97K | 0.00% | −36−49.3% | Reduced |
| Raffa Wealth Management, LLC | 39 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 41 | $3.29K | 0.00% | −38−48.1% | Reduced |
| Core Wealth Advisors, Inc. | 43 | $3.45K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 66 | $5.29K | 0.00% | −411−86.2% | Reduced |
| Planning Capital Management Corp | 72 | $5.78K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 84 | $6.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 87 | $7.00K | 0.00% | +87 | New |
| Red Tortoise LLC | 94 | $7.54K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $7.62K | 0.00% | +1+1.1% | Added |
| New Covenant Trust Company, N.A. | 98 | $7.86K | 0.01% | +98 | New |
| Hoese & Co LLP | 100 | $7.86K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $8.02K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $8.02K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 106 | $8.50K | 0.00% | +106 | New |
| Moisand Fitzgerald Tamayo, LLC | 113 | $9.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $10.1K | 0.00% | +9+7.7% | Added |
| Exchange Traded Concepts, LLC | 135 | $10.8K | 0.00% | −241−64.1% | Reduced |
| Park Place Capital Corp | 141 | $11.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $11.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 152 | $12.2K | 0.00% | +152 | New |
| Tidemark, LLC | 154 | $12.4K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 165 | $13.5K | 0.00% | +2+1.2% | Added |
| SRS Capital Advisors, Inc. | 169 | $13.5K | 0.00% | −15,026−98.9% | Reduced |
| Chesapeake Asset Management LLC | 170 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 174 | $14.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 181 | $14.0K | 0.00% | +2+1.1% | Added |
| Tucker Asset Management LLC | 180 | $14.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 184 | $14.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 196 | $15.7K | 0.00% | +20+11.4% | Added |
| Rise Advisors, LLC | 197 | $15.8K | 0.01% | +145+278.8% | Added |
| Clear Street Markets LLC | 200 | $16.0K | 0.01% | −1,100−84.6% | Reduced |
| Farmers & Merchants Investments Inc | 205 | $16.4K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 205 | $16.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 229 | $18.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $19.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $20.1K | 0.01% | +250 | New |
| Naples Money Management LLC | 254 | $20.4K | 0.02% | −2,018−88.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $21.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $21.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 285 | $23.0K | 0.01% | +33+13.1% | Added |
| Central Pacific Bank - Trust Division | 292 | $23.2K | 0.00% | +292 | New |
| Fernwood Investment Management, LLC | 290 | $23.3K | 0.01% | +290 | New |
| IAG Wealth Partners, LLC | 295 | $23.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 300 | $24.1K | 0.02% | +3+1.0% | Added |
| WR Wealth Planners, LLC | 305 | $24.5K | 0.01% | +305 | New |
| Whittier Trust Co of Nevada Inc | 329 | $26.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 355 | $28.0K | 0.00% | +102+40.3% | Added |
| Piscataqua Savings Bank | 353 | $28.3K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 356 | $28.6K | 0.00% | +356 | New |
| GW&K Investment Management, LLC | 357 | $29.0K | 0.00% | −12−3.3% | Reduced |
| Quarry LP | 387 | $31.0K | 0.01% | +328+555.9% | Added |
| Canton Hathaway, LLC | 400 | $32.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $32.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 416 | $33.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 419 | $33.6K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 440 | $35.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 455 | $36.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 471 | $37.8K | 0.01% | +471 | New |
| Hanson & Doremus Investment Management | 475 | $38.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 482 | $38.4K | 0.01% | +482 | New |
| Natixis | 483 | $38.7K | 0.00% | −33,709−98.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $40.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $40.1K | 0.01% | −631−55.8% | Reduced |
| Heritage Wealth Advisors | 500 | $40.1K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 510 | $40.9K | 0.02% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 587 | $41.1K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 517 | $41.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 525 | $42.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 557 | $44.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 559 | $44.8K | 0.03% | −153−21.5% | Reduced |
| Main Street Group, LTD | 570 | $45.5K | 0.02% | +4+0.7% | Added |
| North Star Investment Management Corp. | 570 | $45.7K | 0.00% | −400−41.2% | Reduced |
| Financial Avengers, Inc. | 580 | $46.1K | 0.02% | +6+1.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 585 | $47.3K | 0.02% | −2,059−77.9% | Reduced |
| Caitlin John, LLC | 593 | $47.6K | 0.04% | −92−13.4% | Reduced |