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 6 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 |
|---|---|---|---|---|---|
| Washington Trust Co | 6,761 | $542.3K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,773 | $543.3K | 0.01% | +6,773 | New |
| Diversify Advisory Services, LLC | 6,841 | $544.1K | 0.03% | +6,841 | New |
| Glenmede Trust Co NA | 6,843 | $548.9K | 0.00% | −69−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 6,850 | $549.2K | 0.03% | +106+1.6% | Added |
| NEOS Investment Management LLC | 6,873 | $551.3K | 0.03% | +2,749+66.7% | Added |
| One Capital Management, LLC | 6,949 | $557.4K | 0.02% | +6,949 | New |
| TBH Global Asset Management, LLC | 7,022 | $563.3K | 0.11% | +9+0.1% | Added |
| Sequoia Financial Advisors, LLC | 7,073 | $567.4K | 0.01% | −3,168−30.9% | Reduced |
| Greenleaf Trust | 7,157 | $574.1K | 0.01% | −37−0.5% | Reduced |
| Fiduciary Group LLC | 7,250 | $581.5K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,264 | $582.6K | 0.07% | −270−3.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,393 | $593.0K | 0.14% | −485−6.2% | Reduced |
| Integrated Advisors Network LLC | 7,423 | $595.4K | 0.03% | −536−6.7% | Reduced |
| Raymond James Trust N.A. | 7,437 | $596.5K | 0.01% | −1,170−13.6% | Reduced |
| TD Waterhouse Canada Inc. | 6,527 | $615.2K | 0.00% | +998+18.1% | Added |
| GM Advisory Group, Inc. | 7,736 | $620.5K | 0.04% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 7,736 | $620.5K | 0.34% | +3,600+87.0% | Added |
| V-Square Quantitative Management LLC | 7,801 | $625.7K | 0.10% | +1,184+17.9% | Added |
| Rakuten Investment Management, Inc. | 7,852 | $629.8K | 0.00% | +7,130+987.5% | Added |
| Belpointe Asset Management LLC | 7,891 | $633.0K | 0.05% | −142−1.8% | Reduced |
| Madden Securities Corp | 7,950 | $637.7K | 0.29% | −725−8.4% | Reduced |
| Qtron Investments LLC | 8,043 | $645.1K | 0.09% | +8,043 | New |
| NorthRock Partners, LLC | 8,005 | $646.5K | 0.02% | +173+2.2% | Added |
| Merit Financial Group, LLC | 8,653 | $651.7K | 0.02% | −25−0.3% | Reduced |
| Outlook Wealth Advisors, LLC | 8,126 | $651.8K | 0.20% | −835−9.3% | Reduced |
| Coastal Investment Advisors, Inc. | 8,134 | $652.4K | 0.13% | −201−2.4% | Reduced |
| H&H Retirement Design & Management INC | 8,697 | $659.7K | 0.44% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8,250 | $661.7K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,347 | $669.5K | 0.02% | −869−9.4% | Reduced |
| Armor Investment Advisors, LLC | 8,419 | $675.3K | 0.32% | −1,107−11.6% | Reduced |
| Atlantic Union Bankshares Corp | 8,421 | $675.4K | 0.06% | −673−7.4% | Reduced |
| Atlas Capital Advisors LLC | 8,526 | $683.9K | 0.11% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,611 | $690.7K | 0.01% | −13−0.2% | Reduced |
| Heartland Bank & Trust Co | 8,613 | $690.8K | 0.40% | −25−0.3% | Reduced |
| Everence Capital Management Inc | 8,670 | $695.0K | 0.05% | 00.0% | Unchanged |
| FCG Investment Co | 8,697 | $697.6K | 0.56% | −2,912−25.1% | Reduced |
| NewEdge Wealth, LLC | 9,071 | $698.4K | 0.02% | −638−6.6% | Reduced |
| Herold Advisors, Inc. | 8,754 | $702.2K | 0.17% | +10.0% | Added |
| Brown Brothers Harriman & Co | 8,757 | $702.4K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 8,817 | $707.2K | 0.37% | +8,817 | New |
| Engineers Gate Manager LP | 8,871 | $711.5K | 0.02% | +8,871 | New |
| Badgley Phelps Wealth Managers, LLC | 8,804 | $711.9K | 0.02% | −1,370−13.5% | Reduced |
| Fiduciary Family Office, LLC | 8,882 | $712.4K | 0.28% | +2,579+40.9% | Added |
| Wetherby Asset Management Inc | 8,892 | $713.2K | 0.03% | +95+1.1% | Added |
| Ullmann Financial Group, Inc. | 8,965 | $719.1K | 0.11% | +582+6.9% | Added |
| Strategic Investment Advisors | 8,990 | $721.1K | 0.09% | −989−9.9% | Reduced |
| Checchi Capital Advisers, LLC | 9,097 | $729.6K | 0.06% | +146+1.6% | Added |
| CWA Asset Management Group, LLC | 9,152 | $734.0K | 0.04% | +9,152 | New |
| Bailard, Inc. | 9,154 | $734.2K | 0.02% | −497−5.1% | Reduced |
| Colonial River Wealth Management, LLC | 9,246 | $741.6K | 0.42% | −110−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,264 | $743.1K | 0.02% | +21+0.2% | Added |
| IHT Wealth Management, LLC | 9,276 | $744.0K | 0.03% | +74+0.8% | Added |
| Proequities, Inc. | 9,209 | $744.6K | 0.05% | +569+6.6% | Added |
| Harvest Fund Management Co., Ltd | 9,399 | $753.0K | 0.07% | +7,491+392.6% | Added |
| Csenge Advisory Group | 9,401 | $754.1K | 0.04% | −3,400−26.6% | Reduced |
| Founders Financial Alliance, LLC | 9,511 | $762.8K | 0.23% | −10.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,544 | $765.5K | 0.13% | −1,749−15.5% | Reduced |
| Hartline Investment Corp | 9,544 | $765.5K | 0.13% | +9,544 | New |
| Prime Capital Investment Advisors, LLC | 9,624 | $772.0K | 0.01% | +2,519+35.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,636 | $772.9K | 0.05% | −766−7.4% | Reduced |
| Montag A & Associates Inc | 9,571 | $773.9K | 0.04% | −825−7.9% | Reduced |
| Beacon Investment Advisors LLC | 9,697 | $777.8K | 0.44% | +55+0.6% | Added |
| Hodges Capital Management Inc. | 9,757 | $783.0K | 0.05% | −407−4.0% | Reduced |
| Monument Capital Management | 9,813 | $787.1K | 0.23% | −306−3.0% | Reduced |
| Diversified Trust Co | 9,855 | $790.5K | 0.02% | −1,348−12.0% | Reduced |
| Mathes Company, Inc. | 9,950 | $798.0K | 0.30% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 10,000 | $802.1K | 0.68% | 00.0% | Unchanged |
| Archer Investment Corp | 10,000 | $802.1K | 0.24% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,103 | $810.4K | 0.04% | +74+0.7% | Added |
| Brown Advisory Inc | 10,232 | $820.7K | 0.00% | +138+1.4% | Added |
| Eqis Capital Management, Inc. | 10,454 | $838.5K | 0.07% | −1,802−14.7% | Reduced |
| Tower Research Capital LLC (TRC) | 10,501 | $842.3K | 0.02% | −36,378−77.6% | Reduced |
| Strait & Sound Wealth Management LLC | 11,000 | $842.7K | 0.47% | −584−5.0% | Reduced |
| Savoie Capital LLC | 10,545 | $845.8K | 0.12% | +10,545 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,557 | $846.6K | 0.01% | +823+8.5% | Added |
| Plimoth Trust Co LLC | 10,578 | $848.5K | 0.23% | −420−3.8% | Reduced |
| Quantinno Capital Management LP | 10,585 | $849.0K | 0.02% | +5,819+122.1% | Added |
| Foundations Investment Advisors, LLC | 10,598 | $850.1K | 0.02% | −2,403−18.5% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $853.7K | 0.29% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10,672 | $856.0K | 0.23% | +1,357+14.6% | Added |
| Hunter Associates Investment Management LLC | 10,700 | $858.0K | 0.14% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 10,871 | $872.0K | 0.10% | −67−0.6% | Reduced |
| Assenagon Asset Management S.A. | 10,927 | $876.5K | 0.00% | −688−5.9% | Reduced |
| Columbia Asset Management | 12,564 | $879.0K | 0.18% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,980 | $880.7K | 0.01% | +684+6.6% | Added |
| Inspire Trust Co, N.A. | 11,000 | $882.3K | 0.49% | +7,206+189.9% | Added |
| Wambolt & Associates, LLC | 11,095 | $882.5K | 0.26% | −10,137−47.7% | Reduced |
| Steward Partners Investment Solutions, LLC | 11,030 | $884.7K | 0.15% | +11,030 | New |
| United Services Automobile Association | 11,078 | $888.6K | 0.02% | +11,078 | New |
| Princeton Capital Management LLC | 11,084 | $889.0K | 0.32% | −2,000−15.3% | Reduced |
| Wedbush Securities Inc | 11,140 | $894.0K | 0.03% | +3,468+45.2% | Added |
| Harbour Investments, Inc. | 11,150 | $894.4K | 0.03% | −36−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 11,155 | $894.8K | 0.10% | −41−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,215 | $899.6K | 0.49% | −243−2.1% | Reduced |
| One Charles Private Wealth Services, LLC | 11,232 | $900.9K | 0.39% | −242−2.1% | Reduced |
| Focus Financial Network, Inc. | 12,122 | $902.1K | 0.04% | +12,122 | New |
| Abbot Financial Management, Inc. | 11,250 | $902.4K | 0.50% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,395 | $914.0K | 0.01% | −40,397−78.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,432 | $917.0K | 0.08% | +122+1.1% | Added |