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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 11,486 | $921.3K | 0.02% | −36−0.3% | Reduced |
| Spire Wealth Management | 11,487 | $921.3K | 0.02% | +1,591+16.1% | Added |
| Pegasus Asset Management, Inc. | 11,495 | $922.0K | 0.36% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 11,605 | $930.8K | 0.74% | +750+6.9% | Added |
| Measured Wealth Private Client Group, LLC | 11,608 | $931.1K | 0.33% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11,700 | $938.5K | 0.03% | −2,674−18.6% | Reduced |
| Principal Securities, Inc. | 11,775 | $944.4K | 0.03% | +567+5.1% | Added |
| Independent Financial Group, LLC | 11,895 | $954.1K | 0.04% | +1,123+10.4% | Added |
| Guardian Asset Advisors, LLC | 11,941 | $957.9K | 0.79% | +386+3.3% | Added |
| E. Ohman J:or Asset Management AB | 11,953 | $958.8K | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 12,944 | $961.3K | 0.00% | +800+6.6% | Added |
| Tompkins Financial Corp | 12,000 | $962.5K | 0.11% | +12,000 | New |
| MAI Capital Management | 12,060 | $967.4K | 0.01% | −607−4.8% | Reduced |
| Kinneret Advisory, LLC | 11,993 | $969.8K | 0.10% | −37−0.3% | Reduced |
| Savant Capital, LLC | 12,121 | $972.3K | 0.01% | +130+1.1% | Added |
| HM Payson & Co | 12,261 | $983.5K | 0.02% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 12,272 | $992.3K | 0.10% | +1,737+16.5% | Added |
| WealthBridge Capital Management, LLC | 12,484 | $1.00M | 0.34% | +953+8.3% | Added |
| Level Four Advisory Services, LLC | 14,496 | $1.01M | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,789 | $1.03M | 0.03% | +8,184+177.7% | Added |
| Hancock Whitney Corp | 12,799 | $1.03M | 0.04% | −3,577−21.8% | Reduced |
| Lockheed Martin Investment Management Co | 14,678 | $1.03M | 0.07% | −4,500−23.5% | Reduced |
| GeoWealth Management, LLC | 12,953 | $1.04M | 0.04% | +10,138+360.1% | Added |
| Creekmur Asset Management LLC | 12,975 | $1.04M | 0.36% | −125−1.0% | Reduced |
| EP Wealth Advisors, LLC | 12,978 | $1.04M | 0.01% | −896−6.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,015 | $1.04M | 0.07% | +13,015 | New |
| Childress Capital Advisors, LLC | 13,020 | $1.04M | 0.30% | −2,598−16.6% | Reduced |
| Contravisory Investment Management, Inc. | 13,098 | $1.05M | 0.23% | −442−3.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,302 | $1.07M | 0.17% | +1,150+9.5% | Added |
| Schroder Investment Management Group | 13,342 | $1.07M | 0.00% | −287−2.1% | Reduced |
| Widmann Financial Services, Inc. | 13,464 | $1.08M | 0.91% | −245−1.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,469 | $1.08M | 0.07% | +19+0.1% | Added |
| Herbst Group, LLC | 13,500 | $1.08M | 0.67% | −100−0.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 13,603 | $1.09M | 0.13% | +13,603 | New |
| Ingalls & Snyder LLC | 13,633 | $1.09M | 0.05% | −290−2.1% | Reduced |
| Ieq Capital, LLC | 13,798 | $1.11M | 0.02% | +6,123+79.8% | Added |
| Catalytic Wealth RIA, LLC | 13,826 | $1.11M | 0.22% | +13,826 | New |
| Tyler-Stone Wealth Management | 13,850 | $1.11M | 0.49% | −1,275−8.4% | Reduced |
| Reik & Co., LLC | 14,080 | $1.13M | 0.28% | −200−1.4% | Reduced |
| Roman Butler Fullerton & Co | 14,931 | $1.13M | 0.42% | −1,462−8.9% | Reduced |
| Kestra Private Wealth Services, LLC | 14,181 | $1.15M | 0.03% | +14,181 | New |
| Beacon Financial Advisory LLC | 14,621 | $1.17M | 0.57% | −590−3.9% | Reduced |
| Chesley Taft & Associates LLC | 14,650 | $1.18M | 0.06% | +150+1.0% | Added |
| New Mexico Educational Retirement Board | 14,740 | $1.18M | 0.04% | −400−2.6% | Reduced |
| RFG Advisory, LLC | 14,926 | $1.20M | 0.04% | −1,141−7.1% | Reduced |
| Boston Private Wealth LLC | 14,927 | $1.20M | 0.03% | −7,946−34.7% | Reduced |
| XTX Topco Ltd | 14,943 | $1.20M | 0.16% | +14,943 | New |
| UniSuper Management Pty Ltd | 15,037 | $1.21M | 0.01% | −141,948−90.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,344 | $1.23M | 0.01% | +3,906+34.1% | Added |
| Royal Fund Management, LLC | 15,419 | $1.24M | 0.14% | −150−1.0% | Reduced |
| Zacks Investment Management | 15,445 | $1.24M | 0.01% | +15,445 | New |
| Cary Street Partner Investment Advisory LLC | 15,534 | $1.25M | 0.05% | +88+0.6% | Added |
| Metis Global Partners, LLC | 15,573 | $1.25M | 0.05% | +488+3.2% | Added |
| Pathway Financial Advisers, LLC | 15,574 | $1.25M | 0.45% | −3,754−19.4% | Reduced |
| Coppell Advisory Solutions Corp. | 15,950 | $1.28M | 0.24% | +15,950 | New |
| Beacon Pointe Advisors, LLC | 16,108 | $1.29M | 0.01% | +3,291+25.7% | Added |
| Simplicity Wealth,LLC | 16,521 | $1.33M | 0.03% | +16,521 | New |
| Bleakley Financial Group, LLC | 16,565 | $1.33M | 0.04% | +353+2.2% | Added |
| JustInvest LLC | 16,605 | $1.33M | 0.03% | +3,936+31.1% | Added |
| King Luther Capital Management Corp | 16,948 | $1.36M | 0.01% | −316−1.8% | Reduced |
| Lincoln National Corp | 16,961 | $1.36M | 0.02% | −3,030−15.2% | Reduced |
| Louisiana State Employees Retirement System | 17,000 | $1.36M | 0.03% | −700−4.0% | Reduced |
| Securian Asset Management, Inc | 17,197 | $1.38M | 0.04% | −1,287−7.0% | Reduced |
| Fagan Associates, Inc. | 17,513 | $1.40M | 0.26% | −345−1.9% | Reduced |
| Adelante Capital Management LLC | 17,552 | $1.41M | 0.09% | +3,508+25.0% | Added |
| HighPoint Advisor Group LLC | 18,026 | $1.41M | 0.10% | −268−1.5% | Reduced |
| Community Bank of Raymore | 17,665 | $1.42M | 0.67% | +1,015+6.1% | Added |
| Claro Advisors LLC | 18,019 | $1.45M | 0.25% | +18,019 | New |
| Ziegler Capital Management, LLC | 18,127 | $1.45M | 0.06% | −13,302−42.3% | Reduced |
| Genesee Capital Advisors, LLC | 18,180 | $1.46M | 0.80% | +233+1.3% | Added |
| ING Groep NV | 18,211 | $1.46M | 0.01% | +13,137+258.9% | Added |
| InterOcean Capital Group, LLC | 18,360 | $1.47M | 0.04% | +834+4.8% | Added |
| Toroso Investments, LLC | 18,416 | $1.48M | 0.03% | +13,621+284.1% | Added |
| Naviter Wealth, LLC | 18,412 | $1.49M | 0.24% | +66+0.4% | Added |
| Moody National Bank Trust Division | 18,703 | $1.50M | 0.12% | +410+2.2% | Added |
| Ossiam | 18,759 | $1.50M | 0.03% | −14,926−44.3% | Reduced |
| Highline Wealth Partners LLC | 18,776 | $1.51M | 0.61% | −1,481−7.3% | Reduced |
| Hartford Investment Management Co | 18,941 | $1.52M | 0.05% | −723−3.7% | Reduced |
| Trust Investment Advisors | 19,373 | $1.55M | 1.12% | −166−0.8% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $1.58M | 0.15% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 19,825 | $1.59M | 1.22% | −176−0.9% | Reduced |
| Park Avenue Securities LLC | 19,851 | $1.59M | 0.02% | +3,895+24.4% | Added |
| Donoghue Forlines LLC | 20,127 | $1.61M | 0.46% | −689−3.3% | Reduced |
| Maryland State Retirement & Pension System | 22,108 | $1.64M | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 20,469 | $1.64M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,614 | $1.65M | 0.02% | +974+5.0% | Added |
| Metropolitan Life Insurance Co | 20,792 | $1.67M | 0.07% | −32−0.2% | Reduced |
| MSH Capital Advisors LLC | 21,011 | $1.69M | 0.59% | −14,892−41.5% | Reduced |
| SpiderRock Advisors, LLC | 21,495 | $1.71M | 0.06% | +21,495 | New |
| Fiduciary Trust Co | 21,496 | $1.72M | 0.03% | +242+1.1% | Added |
| Richard P Slaughter Associates Inc | 21,837 | $1.75M | 0.42% | −3,441−13.6% | Reduced |
| KCM Investment Advisors LLC | 21,910 | $1.76M | 0.06% | 00.0% | Unchanged |
| US Bancorp | 22,122 | $1.77M | 0.00% | −4,165−15.8% | Reduced |
| Kentucky Retirement Systems | 22,175 | $1.78M | 0.05% | −1,187−5.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,354 | $1.79M | 0.03% | +11,902+113.9% | Added |
| PGGM Investments | 22,369 | $1.79M | 0.03% | +6,475+40.7% | Added |
| Cerity Partners LLC | 22,393 | $1.80M | 0.00% | +11,870+112.8% | Added |
| DoubleLine ETF Adviser LP | 22,428 | $1.80M | 0.46% | +2,407+12.0% | Added |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.80M | 0.00% | 00.0% | Unchanged |
| TFG Advisers LLC | 22,515 | $1.81M | 0.71% | +1,104+5.2% | Added |