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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 13,850 | $1.11M | 0.49% | −1,275−8.4% | Reduced |
| Catalytic Wealth RIA, LLC | 13,826 | $1.11M | 0.22% | +13,826 | New |
| Ieq Capital, LLC | 13,798 | $1.11M | 0.02% | +6,123+79.8% | Added |
| Ingalls & Snyder LLC | 13,633 | $1.09M | 0.05% | −290−2.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 13,603 | $1.09M | 0.13% | +13,603 | New |
| Herbst Group, LLC | 13,500 | $1.08M | 0.67% | −100−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,469 | $1.08M | 0.07% | +19+0.1% | Added |
| Widmann Financial Services, Inc. | 13,464 | $1.08M | 0.91% | −245−1.8% | Reduced |
| Schroder Investment Management Group | 13,342 | $1.07M | 0.00% | −287−2.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,302 | $1.07M | 0.17% | +1,150+9.5% | Added |
| Contravisory Investment Management, Inc. | 13,098 | $1.05M | 0.23% | −442−3.3% | Reduced |
| Childress Capital Advisors, LLC | 13,020 | $1.04M | 0.30% | −2,598−16.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,015 | $1.04M | 0.07% | +13,015 | New |
| EP Wealth Advisors, LLC | 12,978 | $1.04M | 0.01% | −896−6.5% | Reduced |
| Creekmur Asset Management LLC | 12,975 | $1.04M | 0.36% | −125−1.0% | Reduced |
| GeoWealth Management, LLC | 12,953 | $1.04M | 0.04% | +10,138+360.1% | Added |
| Lockheed Martin Investment Management Co | 14,678 | $1.03M | 0.07% | −4,500−23.5% | Reduced |
| Hancock Whitney Corp | 12,799 | $1.03M | 0.04% | −3,577−21.8% | Reduced |
| Wealthcare Advisory Partners LLC | 12,789 | $1.03M | 0.03% | +8,184+177.7% | Added |
| Level Four Advisory Services, LLC | 14,496 | $1.01M | 0.06% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 12,484 | $1.00M | 0.34% | +953+8.3% | Added |
| Crescent Grove Advisors, LLC | 12,272 | $992.3K | 0.10% | +1,737+16.5% | Added |
| HM Payson & Co | 12,261 | $983.5K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,121 | $972.3K | 0.01% | +130+1.1% | Added |
| Kinneret Advisory, LLC | 11,993 | $969.8K | 0.10% | −37−0.3% | Reduced |
| MAI Capital Management | 12,060 | $967.4K | 0.01% | −607−4.8% | Reduced |
| Tompkins Financial Corp | 12,000 | $962.5K | 0.11% | +12,000 | New |
| APG Asset Management N.V. | 12,944 | $961.3K | 0.00% | +800+6.6% | Added |
| E. Ohman J:or Asset Management AB | 11,953 | $958.8K | 0.02% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 11,941 | $957.9K | 0.79% | +386+3.3% | Added |
| Independent Financial Group, LLC | 11,895 | $954.1K | 0.04% | +1,123+10.4% | Added |
| Principal Securities, Inc. | 11,775 | $944.4K | 0.03% | +567+5.1% | Added |
| TD Private Client Wealth LLC | 11,700 | $938.5K | 0.03% | −2,674−18.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 11,608 | $931.1K | 0.33% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 11,605 | $930.8K | 0.74% | +750+6.9% | Added |
| Pegasus Asset Management, Inc. | 11,495 | $922.0K | 0.36% | 00.0% | Unchanged |
| Spire Wealth Management | 11,487 | $921.3K | 0.02% | +1,591+16.1% | Added |
| Oppenheimer & Co Inc | 11,486 | $921.3K | 0.02% | −36−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,432 | $917.0K | 0.08% | +122+1.1% | Added |
| AE Wealth Management LLC | 11,395 | $914.0K | 0.01% | −40,397−78.0% | Reduced |
| Abbot Financial Management, Inc. | 11,250 | $902.4K | 0.50% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 12,122 | $902.1K | 0.04% | +12,122 | New |
| One Charles Private Wealth Services, LLC | 11,232 | $900.9K | 0.39% | −242−2.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,215 | $899.6K | 0.49% | −243−2.1% | Reduced |
| Capital Investment Advisory Services, LLC | 11,155 | $894.8K | 0.10% | −41−0.4% | Reduced |
| Harbour Investments, Inc. | 11,150 | $894.4K | 0.03% | −36−0.3% | Reduced |
| Wedbush Securities Inc | 11,140 | $894.0K | 0.03% | +3,468+45.2% | Added |
| Princeton Capital Management LLC | 11,084 | $889.0K | 0.32% | −2,000−15.3% | Reduced |
| United Services Automobile Association | 11,078 | $888.6K | 0.02% | +11,078 | New |
| Steward Partners Investment Solutions, LLC | 11,030 | $884.7K | 0.15% | +11,030 | New |
| Wambolt & Associates, LLC | 11,095 | $882.5K | 0.26% | −10,137−47.7% | Reduced |
| Inspire Trust Co, N.A. | 11,000 | $882.3K | 0.49% | +7,206+189.9% | Added |
| Integrated Wealth Concepts LLC | 10,980 | $880.7K | 0.01% | +684+6.6% | Added |
| Columbia Asset Management | 12,564 | $879.0K | 0.18% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 10,927 | $876.5K | 0.00% | −688−5.9% | Reduced |
| Verus Capital Partners, LLC | 10,871 | $872.0K | 0.10% | −67−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 10,700 | $858.0K | 0.14% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10,672 | $856.0K | 0.23% | +1,357+14.6% | Added |
| Wellington Shields & Co., LLC | 10,643 | $853.7K | 0.29% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 10,598 | $850.1K | 0.02% | −2,403−18.5% | Reduced |
| Quantinno Capital Management LP | 10,585 | $849.0K | 0.02% | +5,819+122.1% | Added |
| Plimoth Trust Co LLC | 10,578 | $848.5K | 0.23% | −420−3.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,557 | $846.6K | 0.01% | +823+8.5% | Added |
| Savoie Capital LLC | 10,545 | $845.8K | 0.12% | +10,545 | New |
| Strait & Sound Wealth Management LLC | 11,000 | $842.7K | 0.47% | −584−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 10,501 | $842.3K | 0.02% | −36,378−77.6% | Reduced |
| Eqis Capital Management, Inc. | 10,454 | $838.5K | 0.07% | −1,802−14.7% | Reduced |
| Brown Advisory Inc | 10,232 | $820.7K | 0.00% | +138+1.4% | Added |
| TCG Advisory Services, LLC | 10,103 | $810.4K | 0.04% | +74+0.7% | Added |
| 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 |
| Mathes Company, Inc. | 9,950 | $798.0K | 0.30% | 00.0% | Unchanged |
| Diversified Trust Co | 9,855 | $790.5K | 0.02% | −1,348−12.0% | Reduced |
| Monument Capital Management | 9,813 | $787.1K | 0.23% | −306−3.0% | Reduced |
| Hodges Capital Management Inc. | 9,757 | $783.0K | 0.05% | −407−4.0% | Reduced |
| Beacon Investment Advisors LLC | 9,697 | $777.8K | 0.44% | +55+0.6% | Added |
| Montag A & Associates Inc | 9,571 | $773.9K | 0.04% | −825−7.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,636 | $772.9K | 0.05% | −766−7.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,624 | $772.0K | 0.01% | +2,519+35.5% | Added |
| 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 |
| Founders Financial Alliance, LLC | 9,511 | $762.8K | 0.23% | −10.0% | Reduced |
| Csenge Advisory Group | 9,401 | $754.1K | 0.04% | −3,400−26.6% | Reduced |
| Harvest Fund Management Co., Ltd | 9,399 | $753.0K | 0.07% | +7,491+392.6% | Added |
| Proequities, Inc. | 9,209 | $744.6K | 0.05% | +569+6.6% | Added |
| IHT Wealth Management, LLC | 9,276 | $744.0K | 0.03% | +74+0.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,264 | $743.1K | 0.02% | +21+0.2% | Added |
| Colonial River Wealth Management, LLC | 9,246 | $741.6K | 0.42% | −110−1.2% | Reduced |
| Bailard, Inc. | 9,154 | $734.2K | 0.02% | −497−5.1% | Reduced |
| CWA Asset Management Group, LLC | 9,152 | $734.0K | 0.04% | +9,152 | New |
| Checchi Capital Advisers, LLC | 9,097 | $729.6K | 0.06% | +146+1.6% | Added |
| Strategic Investment Advisors | 8,990 | $721.1K | 0.09% | −989−9.9% | Reduced |
| Ullmann Financial Group, Inc. | 8,965 | $719.1K | 0.11% | +582+6.9% | Added |
| Wetherby Asset Management Inc | 8,892 | $713.2K | 0.03% | +95+1.1% | Added |
| Fiduciary Family Office, LLC | 8,882 | $712.4K | 0.28% | +2,579+40.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,804 | $711.9K | 0.02% | −1,370−13.5% | Reduced |
| Engineers Gate Manager LP | 8,871 | $711.5K | 0.02% | +8,871 | New |
| Machina Capital S.A.S. | 8,817 | $707.2K | 0.37% | +8,817 | New |
| Brown Brothers Harriman & Co | 8,757 | $702.4K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 8,754 | $702.2K | 0.17% | +10.0% | Added |