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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 4,077 | $327.0K | 0.01% | +631+18.3% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $327.7K | 0.22% | −35,970−89.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,124 | $330.8K | 0.01% | +910+28.3% | Added |
| Bogart Wealth, LLC | 4,139 | $332.0K | 0.02% | +30+0.7% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $332.9K | 0.06% | −4,150−50.0% | Reduced |
| Raleigh Capital Management Inc. | 4,171 | $334.6K | 0.14% | +257+6.6% | Added |
| RMB Capital Management, LLC | 4,193 | $336.3K | 0.01% | +4,193 | New |
| Catalyst Funds Management Pty Ltd | 4,200 | $336.9K | 0.09% | +4,200 | New |
| Dynamic Technology Lab Private Ltd | 4,200 | $337.0K | 0.04% | −3,244−43.6% | Reduced |
| Concurrent Investment Advisors, LLC | 4,204 | $337.2K | 0.01% | −487−10.4% | Reduced |
| Twinbeech Capital LP | 4,210 | $337.7K | 0.01% | +4,210 | New |
| NCP Inc. | 4,213 | $337.9K | 0.23% | +4,213 | New |
| Verdence Capital Advisors LLC | 4,298 | $344.7K | 0.03% | +70+1.7% | Added |
| TrinityPoint Wealth, LLC | 4,311 | $345.7K | 0.06% | +51+1.2% | Added |
| TRUE Private Wealth Advisors | 4,319 | $346.4K | 0.04% | −3−0.1% | Reduced |
| Financial Management Professionals, Inc. | 4,366 | $350.0K | 0.05% | −1,585−26.6% | Reduced |
| Perigon Wealth Management, LLC | 4,371 | $350.6K | 0.01% | +445+11.3% | Added |
| Edmp, Inc. | 4,387 | $351.9K | 0.29% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,403 | $353.2K | 0.01% | +4,403 | New |
| Griffin Asset Management, Inc. | 4,404 | $353.3K | 0.04% | −1,477−25.1% | Reduced |
| Richard W. Paul & Associates, LLC | 4,415 | $354.1K | 0.14% | −209−4.5% | Reduced |
| Tradewinds, LLC. | 4,415 | $354.1K | 0.31% | +4,415 | New |
| LifePro Asset Management | 4,455 | $357.3K | 0.24% | +4,455 | New |
| L.M. Kohn & Company | 4,467 | $358.3K | 0.10% | −408−8.4% | Reduced |
| Wulff, Hansen & Co. | 4,520 | $362.5K | 0.36% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,530 | $363.4K | 0.01% | +171+3.9% | Added |
| Welch Group, LLC | 4,531 | $363.4K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,536 | $363.9K | 0.02% | +316+7.5% | Added |
| Crown Wealth Group, LLC | 4,543 | $364.4K | 0.19% | +153+3.5% | Added |
| Profund Advisors LLC | 4,545 | $364.6K | 0.01% | −376−7.6% | Reduced |
| Scotia Capital Inc. | 4,610 | $369.7K | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,617 | $370.0K | 0.13% | +4,617 | New |
| Penserra Capital Management LLC | 4,662 | $373.0K | 0.00% | +2,023+76.7% | Added |
| Goldstone Financial Group, LLC | 4,656 | $373.4K | 0.09% | +98+2.2% | Added |
| Geneos Wealth Management Inc. | 4,681 | $375.5K | 0.02% | +3,102+196.5% | Added |
| Investment Management Corp of Ontario | 4,691 | $376.3K | 0.01% | −2,100−30.9% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $376.3K | 0.12% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,686 | $376.9K | 0.05% | +4,686 | New |
| Teamwork Financial Advisors, LLC | 4,705 | $377.4K | 0.06% | −36−0.8% | Reduced |
| Southland Equity Partners LLC | 4,742 | $380.3K | 0.11% | −527−10.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,744 | $380.5K | 0.03% | +10.0% | Added |
| CX Institutional | 4,757 | $381.6K | 0.02% | +29+0.6% | Added |
| Atalanta Sosnoff Capital, LLC | 4,863 | $390.1K | 0.01% | −521−9.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,865 | $390.2K | 0.05% | −421−8.0% | Reduced |
| Sculati Wealth Management, LLC | 4,870 | $390.6K | 0.17% | −502−9.3% | Reduced |
| Perfromance Wealth Partners, LLC | 4,889 | $392.1K | 0.02% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 4,951 | $393.8K | 0.07% | −1,377−21.8% | Reduced |
| Texas Yale Capital Corp. | 4,925 | $395.0K | 0.02% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 4,967 | $398.0K | 0.10% | −37−0.7% | Reduced |
| Intrua Financial, LLC | 4,981 | $399.5K | 0.06% | −70−1.4% | Reduced |
| West Wealth Group, LLC | 5,000 | $401.1K | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,009 | $401.8K | 0.06% | +510+11.3% | Added |
| NorthStar Asset Management LLC | 5,024 | $403.0K | 0.31% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,030 | $403.5K | 0.08% | −584−10.4% | Reduced |
| SFG Wealth Management, LLC. | 5,052 | $405.2K | 0.24% | +20.0% | Added |
| Choate Investment Advisors | 5,107 | $409.6K | 0.01% | −150−2.9% | Reduced |
| Augustine Asset Management Inc | 5,154 | $413.4K | 0.17% | −1,022−16.5% | Reduced |
| Foster & Motley Inc | 5,156 | $414.0K | 0.03% | −1,671−24.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,430 | $416.0K | 0.08% | −431−7.4% | Reduced |
| Keybank National Association | 5,195 | $416.7K | 0.00% | +144+2.9% | Added |
| Valued Retirements, Inc. | 5,198 | $416.9K | 0.67% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5,226 | $419.1K | 0.22% | +24+0.5% | Added |
| Coastline Trust Co | 5,244 | $420.6K | 0.05% | −67−1.3% | Reduced |
| Signaturefd, LLC | 5,252 | $421.3K | 0.01% | +345+7.0% | Added |
| Koshinski Asset Management, Inc. | 5,310 | $425.9K | 0.04% | +1,135+27.2% | Added |
| BancorpSouth Bank | 5,318 | $426.6K | 0.03% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 5,350 | $429.0K | 0.20% | −1,275−19.2% | Reduced |
| NBC Securities, Inc. | 5,427 | $435.0K | 0.04% | −105−1.9% | Reduced |
| Fayez Sarofim & Co | 5,472 | $438.9K | 0.00% | −940−14.7% | Reduced |
| Verition Fund Management LLC | 5,484 | $439.9K | 0.00% | −3,756−40.6% | Reduced |
| Essex Savings Bank | 6,290 | $440.1K | 0.13% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $449.9K | 0.01% | −771−12.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,624 | $451.1K | 0.01% | +153+2.8% | Added |
| Kapstone Financial Advisors LLC | 5,788 | $464.3K | 0.32% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,839 | $471.2K | 0.17% | −316−5.1% | Reduced |
| Alberta Investment Management Corp | 5,900 | $473.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,916 | $474.5K | 0.03% | +696+13.3% | Added |
| Essex Financial Services, Inc. | 6,022 | $483.0K | 0.04% | −10,465−63.5% | Reduced |
| CWM, LLC | 6,052 | $485.0K | 0.00% | −706−10.4% | Reduced |
| Swiss Life Asset Management Ltd | 6,078 | $487.5K | 0.01% | −66,136−91.6% | Reduced |
| Veriti Management LLC | 6,114 | $490.4K | 0.04% | +356+6.2% | Added |
| HB Wealth Management, LLC | 6,164 | $494.4K | 0.01% | +90+1.5% | Added |
| Hilltop Holdings Inc. | 6,182 | $495.9K | 0.06% | +22+0.4% | Added |
| Estabrook Capital Management | 6,237 | $500.3K | 0.08% | −140−2.2% | Reduced |
| Flagship Harbor Advisors, LLC | 6,295 | $504.9K | 0.03% | −91−1.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,308 | $506.0K | 0.18% | +308+5.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,342 | $508.7K | 0.03% | +61+1.0% | Added |
| TownSquare Capital, LLC | 6,369 | $510.8K | 0.01% | +556+9.6% | Added |
| Coldstream Capital Management Inc | 6,432 | $515.9K | 0.01% | −143−2.2% | Reduced |
| Bessemer Group Inc | 6,461 | $518.0K | 0.00% | +781+13.8% | Added |
| Sheets Smith Wealth Management | 6,460 | $518.2K | 0.06% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,473 | $519.0K | 0.23% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,481 | $519.8K | 0.01% | +2,256+53.4% | Added |
| Orion Portfolio Solutions, LLC | 6,481 | $519.8K | 0.01% | +2,256+53.4% | Added |
| Kingsview Wealth Management, LLC | 6,579 | $527.7K | 0.01% | −889−11.9% | Reduced |
| Quadcap Wealth Management, LLC | 6,605 | $529.8K | 0.12% | +6,605 | New |
| Sigma Planning Corp | 6,622 | $531.2K | 0.02% | +2,813+73.9% | Added |
| Lido Advisors, LLC | 6,593 | $533.1K | 0.00% | +1,731+35.6% | Added |
| DCM Advisors, LLC | 6,680 | $535.8K | 0.22% | +164+2.5% | Added |
| Centaurus Financial, Inc. | 6,732 | $540.0K | 0.04% | −20.0% | Reduced |