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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.

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.

Institutional holdersQ1 2024: 938 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 heldQ1 2024: $19.0B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2023.

Institutions holding IRM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Naples Global Advisors, LLC2,750$222.4K0.02%+2,750New
Atomi Financial Group, Inc.2,790$223.8K0.02%+2,790New
XML Financial, LLC2,791$223.9K0.02%−277−9.0%Reduced
Ci Investments Inc.2,795$224.0K0.00%+1,987+245.9%Added
Scientech Research LLC2,796$224.3K0.12%+2,796New
Daymark Wealth Partners, LLC2,814$225.7K0.01%−69−2.4%Reduced
Pine Valley Investments Ltd Liability Co2,850$228.6K0.02%−175−5.8%Reduced
NorthCrest Asset Manangement, LLC2,863$229.6K0.01%00.0%Unchanged
Boothbay Fund Management, LLC2,864$229.7K0.01%+2,864New
Aberdeen Wealth Management LLC2,877$230.8K0.13%+2,877New
Evergreen Capital Management LLC2,866$231.7K0.01%+21+0.7%Added
Mission Creek Capital Partners, Inc.2,914$233.7K0.06%−58−2.0%Reduced
Cooper Financial Group2,924$234.6K0.04%+2,924New
Schechter Investment Advisors, LLC2,928$234.9K0.02%+2,928New
Crestwood Advisors Group LLC2,931$235.1K0.01%+2,931New
Capital City Trust Co2,940$235.8K0.07%00.0%Unchanged
Douglas Lane & Associates, LLC2,944$236.1K0.00%00.0%Unchanged
IFP Advisors, Inc2,945$236.2K0.01%−1,404−32.3%Reduced
Destination Wealth Management2,946$236.3K0.01%00.0%Unchanged
Triasima Portfolio Management inc.2,950$236.6K0.02%−750−20.3%Reduced
IMA Wealth, Inc.2,954$236.9K0.11%00.0%Unchanged
Edmond de Rothschild Holding S.A.2,966$237.9K0.00%+1,193+67.3%Added
Parallel Advisors, LLC2,974$238.6K0.01%+95+3.3%Added
Whittier Trust Co2,978$238.9K0.00%00.0%Unchanged
Clean Yield Group3,000$240.6K0.09%00.0%Unchanged
Channel Wealth LLC3,000$240.6K0.10%00.0%Unchanged
FDx Advisors, Inc.3,012$242.0K0.04%−936−23.7%Reduced
Oak Thistle LLC3,039$243.8K0.22%+3,039New
Great Valley Advisor Group, Inc.3,052$244.7K0.01%+3,052New
Cresset Asset Management, LLC3,071$246.3K0.00%−35−1.1%Reduced
Boston Financial Mangement LLC3,100$248.7K0.01%00.0%Unchanged
Cigna Investments Inc3,095$249.0K0.05%00.0%Unchanged
Aspen Investment Management Inc3,110$249.0K0.13%+3,110New
Miracle Mile Advisors, LLC3,111$249.5K0.01%+105+3.5%Added
Change Path, LLC3,117$250.0K0.01%+113+3.8%Added
Relyea Zuckerberg Hanson LLC3,125$250.7K0.04%+4+0.1%Added
Sovereign Financial Group, Inc.3,142$252.0K0.07%+10.0%Added
Private Trust Co NA3,158$253.3K0.03%−580−15.5%Reduced
Apriem Advisors3,200$256.7K0.03%00.0%Unchanged
Consolidated Planning Corp3,211$257.5K0.04%−790−19.7%Reduced
Westpac Banking Corp3,214$257.8K0.02%+71+2.3%Added
Geller Advisors LLC3,198$258.6K0.02%+16+0.5%Added
Cypress Capital Group3,235$259.5K0.03%+35+1.1%Added
Two Sigma Securities, LLC3,243$260.1K0.01%+3,243New
Ameritas Investment Partners, Inc.3,245$260.3K0.01%00.0%Unchanged
Infrastructure Capital Advisors, LLC3,250$260.7K0.03%+3,250New
Keystone Wealth Services, LLC3,258$261.3K0.08%00.0%Unchanged
Jacobi Capital Management LLC3,293$264.1K0.02%+5+0.2%Added
Somerset Trust Co3,295$264.3K0.11%+3,295New
Summit Financial, LLC3,269$264.3K0.02%+3,269New
Community Bank & Trust, Waco, Texas3,300$265.0K0.07%00.0%Unchanged
CAPROCK Group, Inc.3,304$267.2K0.02%−145−4.2%Reduced
Retirement Income Solutions, Inc3,350$268.7K0.06%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital3,363$269.7K0.01%−10,349−75.5%Reduced
International Assets Investment Management, LLC3,402$270.6K0.03%+14+0.4%Added
Kovitz Investment Group Partners, LLC3,386$271.6K0.00%+195+6.1%Added
Nations Financial Group Inc,3,399$272.6K0.02%−125−3.5%Reduced
BTC Capital Management, Inc.3,403$273.0K0.02%+3,403New
Sienna Gestion3,416$274.0K0.03%+3,416New
Davis R M Inc3,418$274.2K0.01%00.0%Unchanged
GTS Securities LLC3,421$274.4K0.01%−5,954−63.5%Reduced
Aptus Capital Advisors, LLC3,432$275.3K0.01%+3,432New
Lokken Investment Group LLC3,474$278.6K0.14%00.0%Unchanged
Buckingham Capital Management, Inc.3,483$279.4K0.03%00.0%Unchanged
Sachetta, LLC3,993$279.5K0.13%00.0%Unchanged
Robinson Smith Wealth Advisors LLC3,500$280.7K0.27%00.0%Unchanged
Philadelphia Trust Co3,500$281.0K0.02%00.0%Unchanged
Advisors Management Group Inc3,549$285.0K0.07%+240+7.3%Added
Beaumont Financial Advisors, LLC3,571$286.4K0.02%+30+0.8%Added
Panagora Asset Management Inc3,610$289.6K0.00%00.0%Unchanged
Duality Advisers, LP3,611$289.6K0.03%−1,731−32.4%Reduced
Lebenthal Global Advisors, LLC3,632$291.3K0.06%+94+2.7%Added
AlphaStar Capital Management, LLC3,672$294.5K0.03%+3,672New
Empower Advisory Group, LLC3,693$296.2K0.00%+3,693New
Prestige Wealth Management Group LLC3,670$296.7K0.06%+3,491+1,950.3%Added
E&G Advisors, LP3,700$296.8K0.09%+75+2.1%Added
Onyx Bridge Wealth Group LLC3,878$300.6K0.05%+40+1.0%Added
Huntington National Bank3,749$300.7K0.00%+393+11.7%Added
Strategic Blueprint, LLC3,786$303.6K0.02%+161+4.4%Added
Walker Asset Management, LLC3,790$304.0K0.20%+36+1.0%Added
Highland Capital Management Fund Advisors, L.P.3,800$304.8K0.05%+3,800New
Ledgewood Wealth Advisors, LLC3,806$305.3K0.28%00.0%Unchanged
Cornerstone Wealth Group, LLC3,811$305.7K0.03%+3,811New
Cynosure Management, LLC3,813$305.8K0.05%+3,813New
Aire Advisors, LLC3,816$306.3K0.07%−12−0.3%Reduced
Stephens Inc3,820$306.4K0.00%−118−3.0%Reduced
Householder Group Estate & Retirement Specialist, LLC3,863$309.9K0.09%−1,047−21.3%Reduced
HRT Financial LP3,892$312.0K0.00%−56,606−93.6%Reduced
Core Wealth Partners LLC3,892$312.2K0.24%+96+2.5%Added
Inceptionr LLC3,899$312.7K0.08%+3,899New
Park National Corp3,905$313.2K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc4,483$313.7K0.03%00.0%Unchanged
Ameritas Advisory Services, LLC3,950$315.0K0.01%+3,950New
OneAscent Financial Services LLC3,937$316.0K0.03%+3,937New
MBB Public Markets I LLC3,943$316.3K0.02%+3,943New
Moneta Group Investment Advisors LLC3,987$319.8K0.01%−835−17.3%Reduced
Citizens Business Bank4,000$320.8K0.07%00.0%Unchanged
Howland Capital Management LLC4,016$324.7K0.02%00.0%Unchanged
Cetera Trust Company, N.A4,050$324.9K0.20%00.0%Unchanged
Advisors Capital Management, LLC4,056$325.0K0.01%+32+0.8%Added