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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 608 | $49.0K | 0.02% | −178−22.6% | Reduced |
| Harbor Investment Advisory, LLC | 642 | $51.5K | 0.01% | +24+3.9% | Added |
| GHP Investment Advisors, Inc. | 669 | $53.7K | 0.00% | +5+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $56.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 701 | $56.2K | 0.02% | +701 | New |
| True Wealth Design, LLC | 708 | $56.8K | 0.01% | +7+1.0% | Added |
| Cambridge Trust Co | 735 | $59.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $60.2K | 0.03% | +750 | New |
| Ronald Blue Trust, Inc. | 757 | $60.7K | 0.00% | +395+109.1% | Added |
| Abound Wealth Management | 759 | $60.9K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 775 | $62.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 776 | $62.2K | 0.01% | +25+3.3% | Added |
| Larson Financial Group LLC | 783 | $62.8K | 0.00% | −450−36.5% | Reduced |
| Bank of New Hampshire | 795 | $63.8K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 811 | $65.0K | 0.01% | +41+5.3% | Added |
| Clearstead Advisors, LLC | 840 | $65.8K | 0.00% | −15−1.8% | Reduced |
| Beacon Capital Management, LLC | 821 | $65.9K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 825 | $66.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 895 | $71.8K | 0.01% | +15+1.7% | Added |
| Private Ocean, LLC | 900 | $72.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 905 | $72.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 919 | $73.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 954 | $74.0K | 0.01% | +600+169.5% | Added |
| Sandy Spring Bank | 924 | $74.1K | 0.00% | +1+0.1% | Added |
| JFS Wealth Advisors, LLC | 959 | $76.9K | 0.01% | +721+302.9% | Added |
| Umb Bank N A | 972 | $78.0K | 0.00% | +8+0.8% | Added |
| Smartleaf Asset Management LLC | 977 | $78.3K | 0.02% | +73+8.1% | Added |
| FinTrust Capital Advisors, LLC | 1,000 | $80.2K | 0.02% | −240−19.4% | Reduced |
| Princeton Global Asset Management LLC | 1,000 | $80.2K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $80.2K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,026 | $82.3K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,021 | $82.6K | 0.03% | −15−1.4% | Reduced |
| Thompson Investment Management, Inc. | 1,064 | $85.3K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,071 | $86.0K | 0.02% | +17+1.6% | Added |
| First Command Advisory Services, Inc. | 1,100 | $88.2K | 0.00% | +1,100 | New |
| Carolinas Wealth Consulting LLC | 1,111 | $89.8K | 0.02% | +61+5.8% | Added |
| Halpern Financial, Inc. | 1,212 | $96.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,227 | $98.4K | 0.00% | +56+4.8% | Added |
| Peoples Bank | 1,235 | $99.1K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,300 | $104.3K | 0.06% | −500−27.8% | Reduced |
| Silvant Capital Management LLC | 1,292 | $104.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,321 | $106.0K | 0.02% | −11−0.8% | Reduced |
| First Horizon Advisors, Inc. | 1,350 | $108.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,473 | $118.1K | 0.08% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,500 | $120.3K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $120.3K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,503 | $120.6K | 0.01% | −49−3.2% | Reduced |
| Sentry Investment Management LLC | 1,528 | $123.0K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,600 | $128.3K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,607 | $128.9K | 0.08% | +15+0.9% | Added |
| Security National Bank | 1,619 | $129.9K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,661 | $133.2K | 0.01% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,674 | $134.3K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,691 | $135.6K | 0.03% | −4,267−71.6% | Reduced |
| Eagle Bay Advisors LLC | 1,693 | $136.9K | 0.09% | +14+0.8% | Added |
| Retirement Group, LLC | 1,721 | $138.1K | 0.05% | +6+0.3% | Added |
| Tobam | 1,774 | $142.0K | 0.01% | +911+105.6% | Added |
| Monetary Management Group Inc | 1,800 | $144.4K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,806 | $144.9K | 0.03% | +247+15.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,857 | $148.9K | 0.01% | +1,857 | New |
| Addison Advisors LLC | 1,941 | $155.7K | 0.05% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,957 | $157.0K | 0.03% | −232−10.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,208 | $159.9K | 0.00% | +389+21.4% | Added |
| First Manhattan Co | 1,995 | $160.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,995 | $160.0K | 0.08% | +191+10.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,000 | $160.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $160.4K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,008 | $161.1K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,059 | $165.2K | 0.00% | +2,059 | New |
| Mather Group, LLC. | 2,382 | $166.7K | 0.00% | +2,382 | New |
| MeadowBrook Investment Advisors LLC | 2,155 | $172.9K | 0.16% | −130−5.7% | Reduced |
| NVWM, LLC | 2,151 | $174.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 2,182 | $175.0K | 0.00% | −200−8.4% | Reduced |
| Farther Finance Advisors, LLC | 2,398 | $190.7K | 0.01% | −122−4.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,407 | $193.1K | 0.05% | +2,407 | New |
| Skopos Labs, Inc. | 2,525 | $200.8K | 0.09% | +2,525 | New |
| Dakota Wealth Management | 2,505 | $200.9K | 0.01% | −990−28.3% | Reduced |
| Johnson Investment Counsel Inc | 2,516 | $201.8K | 0.00% | +2,516 | New |
| Perennial Investment Advisors, LLC | 2,528 | $202.8K | 0.03% | +2,528 | New |
| Clarius Group, LLC | 2,552 | $204.7K | 0.01% | −312−10.9% | Reduced |
| Symphony Financial, Ltd. Co. | 2,566 | $205.8K | 0.05% | −11,445−81.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,595 | $206.4K | 0.12% | +2,595 | New |
| Cardiff Park Advisors, LLC | 2,578 | $206.8K | 0.02% | +2,578 | New |
| Toth Financial Advisory Corp | 2,581 | $207.0K | 0.03% | −381−12.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,581 | $207.0K | 0.03% | +2,581 | New |
| Insigneo Advisory Services, LLC | 2,570 | $207.7K | 0.02% | +2,570 | New |
| Seed Wealth Management, Inc. | 2,620 | $208.4K | 0.20% | +2,620 | New |
| Segment Wealth Management, LLC | 2,600 | $208.5K | 0.02% | +2,600 | New |
| Saxony Capital Management, LLC | 2,610 | $209.3K | 0.25% | +2,610 | New |
| Financial Advocates Investment Management | 2,616 | $209.9K | 0.01% | +2,616 | New |
| Vident Advisory, LLC | 2,630 | $211.0K | 0.00% | +2,630 | New |
| Dynamic Advisor Solutions LLC | 2,675 | $214.5K | 0.01% | +2,675 | New |
| Meeder Advisory Services, Inc. | 2,680 | $214.9K | 0.02% | +2,680 | New |
| Allen Investment Management LLC | 2,696 | $216.2K | 0.00% | +2,696 | New |
| Investment House LLC | 2,700 | $216.6K | 0.01% | +2,700 | New |
| Seelaus Asset Management LLC | 2,700 | $216.6K | 0.22% | +2,700 | New |
| HBK Sorce Advisory LLC | 2,702 | $216.8K | 0.01% | +2,702 | New |
| Bradley Foster & Sargent Inc | 2,751 | $220.7K | 0.00% | +2,751 | New |
| Ignite Planners, LLC | 2,775 | $220.7K | 0.06% | −15,552−84.9% | Reduced |
| Schmidt P J Investment Management Inc | 2,760 | $221.4K | 0.04% | +2,760 | New |