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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 9,071 | $698.4K | 0.02% | −638−6.6% | Reduced |
| FCG Investment Co | 8,697 | $697.6K | 0.56% | −2,912−25.1% | Reduced |
| Everence Capital Management Inc | 8,670 | $695.0K | 0.05% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,613 | $690.8K | 0.40% | −25−0.3% | Reduced |
| Equitable Holdings, Inc. | 8,611 | $690.7K | 0.01% | −13−0.2% | Reduced |
| Atlas Capital Advisors LLC | 8,526 | $683.9K | 0.11% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8,421 | $675.4K | 0.06% | −673−7.4% | Reduced |
| Armor Investment Advisors, LLC | 8,419 | $675.3K | 0.32% | −1,107−11.6% | Reduced |
| Global Retirement Partners, LLC | 8,347 | $669.5K | 0.02% | −869−9.4% | Reduced |
| Atwood & Palmer Inc | 8,250 | $661.7K | 0.05% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 8,697 | $659.7K | 0.44% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 8,134 | $652.4K | 0.13% | −201−2.4% | Reduced |
| Outlook Wealth Advisors, LLC | 8,126 | $651.8K | 0.20% | −835−9.3% | Reduced |
| Merit Financial Group, LLC | 8,653 | $651.7K | 0.02% | −25−0.3% | Reduced |
| NorthRock Partners, LLC | 8,005 | $646.5K | 0.02% | +173+2.2% | Added |
| Qtron Investments LLC | 8,043 | $645.1K | 0.09% | +8,043 | New |
| Madden Securities Corp | 7,950 | $637.7K | 0.29% | −725−8.4% | Reduced |
| Belpointe Asset Management LLC | 7,891 | $633.0K | 0.05% | −142−1.8% | Reduced |
| Rakuten Investment Management, Inc. | 7,852 | $629.8K | 0.00% | +7,130+987.5% | Added |
| V-Square Quantitative Management LLC | 7,801 | $625.7K | 0.10% | +1,184+17.9% | 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 |
| TD Waterhouse Canada Inc. | 6,527 | $615.2K | 0.00% | +998+18.1% | Added |
| Raymond James Trust N.A. | 7,437 | $596.5K | 0.01% | −1,170−13.6% | Reduced |
| Integrated Advisors Network LLC | 7,423 | $595.4K | 0.03% | −536−6.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,393 | $593.0K | 0.14% | −485−6.2% | Reduced |
| SeaCrest Wealth Management, LLC | 7,264 | $582.6K | 0.07% | −270−3.6% | Reduced |
| Fiduciary Group LLC | 7,250 | $581.5K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 7,157 | $574.1K | 0.01% | −37−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,073 | $567.4K | 0.01% | −3,168−30.9% | Reduced |
| TBH Global Asset Management, LLC | 7,022 | $563.3K | 0.11% | +9+0.1% | Added |
| One Capital Management, LLC | 6,949 | $557.4K | 0.02% | +6,949 | New |
| NEOS Investment Management LLC | 6,873 | $551.3K | 0.03% | +2,749+66.7% | Added |
| J.W. Cole Advisors, Inc. | 6,850 | $549.2K | 0.03% | +106+1.6% | Added |
| Glenmede Trust Co NA | 6,843 | $548.9K | 0.00% | −69−1.0% | Reduced |
| Diversify Advisory Services, LLC | 6,841 | $544.1K | 0.03% | +6,841 | New |
| Wolverine Trading, LLC | 6,773 | $543.3K | 0.01% | +6,773 | New |
| Washington Trust Co | 6,761 | $542.3K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,732 | $540.0K | 0.04% | −20.0% | Reduced |
| DCM Advisors, LLC | 6,680 | $535.8K | 0.22% | +164+2.5% | Added |
| Lido Advisors, LLC | 6,593 | $533.1K | 0.00% | +1,731+35.6% | Added |
| Sigma Planning Corp | 6,622 | $531.2K | 0.02% | +2,813+73.9% | Added |
| Quadcap Wealth Management, LLC | 6,605 | $529.8K | 0.12% | +6,605 | New |
| Kingsview Wealth Management, LLC | 6,579 | $527.7K | 0.01% | −889−11.9% | Reduced |
| 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 |
| Accuvest Global Advisors | 6,473 | $519.0K | 0.23% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,460 | $518.2K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,461 | $518.0K | 0.00% | +781+13.8% | Added |
| Coldstream Capital Management Inc | 6,432 | $515.9K | 0.01% | −143−2.2% | Reduced |
| TownSquare Capital, LLC | 6,369 | $510.8K | 0.01% | +556+9.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,342 | $508.7K | 0.03% | +61+1.0% | Added |
| Zimmermann Investment Management & Planning LLC | 6,308 | $506.0K | 0.18% | +308+5.1% | Added |
| Flagship Harbor Advisors, LLC | 6,295 | $504.9K | 0.03% | −91−1.4% | Reduced |
| Estabrook Capital Management | 6,237 | $500.3K | 0.08% | −140−2.2% | Reduced |
| Hilltop Holdings Inc. | 6,182 | $495.9K | 0.06% | +22+0.4% | Added |
| HB Wealth Management, LLC | 6,164 | $494.4K | 0.01% | +90+1.5% | Added |
| Veriti Management LLC | 6,114 | $490.4K | 0.04% | +356+6.2% | Added |
| Swiss Life Asset Management Ltd | 6,078 | $487.5K | 0.01% | −66,136−91.6% | Reduced |
| CWM, LLC | 6,052 | $485.0K | 0.00% | −706−10.4% | Reduced |
| Essex Financial Services, Inc. | 6,022 | $483.0K | 0.04% | −10,465−63.5% | Reduced |
| Ellevest, Inc. | 5,916 | $474.5K | 0.03% | +696+13.3% | Added |
| Alberta Investment Management Corp | 5,900 | $473.2K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,839 | $471.2K | 0.17% | −316−5.1% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $464.3K | 0.32% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,624 | $451.1K | 0.01% | +153+2.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $449.9K | 0.01% | −771−12.1% | Reduced |
| Essex Savings Bank | 6,290 | $440.1K | 0.13% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,484 | $439.9K | 0.00% | −3,756−40.6% | Reduced |
| Fayez Sarofim & Co | 5,472 | $438.9K | 0.00% | −940−14.7% | Reduced |
| NBC Securities, Inc. | 5,427 | $435.0K | 0.04% | −105−1.9% | Reduced |
| First Dallas Securities Inc. | 5,350 | $429.0K | 0.20% | −1,275−19.2% | Reduced |
| BancorpSouth Bank | 5,318 | $426.6K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,310 | $425.9K | 0.04% | +1,135+27.2% | Added |
| Signaturefd, LLC | 5,252 | $421.3K | 0.01% | +345+7.0% | Added |
| Coastline Trust Co | 5,244 | $420.6K | 0.05% | −67−1.3% | Reduced |
| Pinnacle Family Advisors, LLC | 5,226 | $419.1K | 0.22% | +24+0.5% | Added |
| Valued Retirements, Inc. | 5,198 | $416.9K | 0.67% | 00.0% | Unchanged |
| Keybank National Association | 5,195 | $416.7K | 0.00% | +144+2.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,430 | $416.0K | 0.08% | −431−7.4% | Reduced |
| Foster & Motley Inc | 5,156 | $414.0K | 0.03% | −1,671−24.5% | Reduced |
| Augustine Asset Management Inc | 5,154 | $413.4K | 0.17% | −1,022−16.5% | Reduced |
| Choate Investment Advisors | 5,107 | $409.6K | 0.01% | −150−2.9% | Reduced |
| SFG Wealth Management, LLC. | 5,052 | $405.2K | 0.24% | +20.0% | Added |
| Private Portfolio Partners LLC | 5,030 | $403.5K | 0.08% | −584−10.4% | Reduced |
| NorthStar Asset Management LLC | 5,024 | $403.0K | 0.31% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,009 | $401.8K | 0.06% | +510+11.3% | Added |
| West Wealth Group, LLC | 5,000 | $401.1K | 0.15% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,981 | $399.5K | 0.06% | −70−1.4% | Reduced |
| Dorsey Wright & Associates | 4,967 | $398.0K | 0.10% | −37−0.7% | Reduced |
| Texas Yale Capital Corp. | 4,925 | $395.0K | 0.02% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 4,951 | $393.8K | 0.07% | −1,377−21.8% | Reduced |
| Perfromance Wealth Partners, LLC | 4,889 | $392.1K | 0.02% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 4,870 | $390.6K | 0.17% | −502−9.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,865 | $390.2K | 0.05% | −421−8.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,863 | $390.1K | 0.01% | −521−9.7% | Reduced |
| CX Institutional | 4,757 | $381.6K | 0.02% | +29+0.6% | Added |
| Cornerstone Wealth Management, LLC | 4,744 | $380.5K | 0.03% | +10.0% | Added |
| Southland Equity Partners LLC | 4,742 | $380.3K | 0.11% | −527−10.0% | Reduced |
| Teamwork Financial Advisors, LLC | 4,705 | $377.4K | 0.06% | −36−0.8% | Reduced |