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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 4,686 | $376.9K | 0.05% | +4,686 | New |
| High Net Worth Advisory Group LLC | 4,692 | $376.3K | 0.12% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 4,691 | $376.3K | 0.01% | −2,100−30.9% | Reduced |
| Geneos Wealth Management Inc. | 4,681 | $375.5K | 0.02% | +3,102+196.5% | Added |
| Goldstone Financial Group, LLC | 4,656 | $373.4K | 0.09% | +98+2.2% | Added |
| Penserra Capital Management LLC | 4,662 | $373.0K | 0.00% | +2,023+76.7% | Added |
| Jackson Creek Investment Advisors LLC | 4,617 | $370.0K | 0.13% | +4,617 | New |
| Scotia Capital Inc. | 4,610 | $369.7K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,545 | $364.6K | 0.01% | −376−7.6% | Reduced |
| Crown Wealth Group, LLC | 4,543 | $364.4K | 0.19% | +153+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,536 | $363.9K | 0.02% | +316+7.5% | Added |
| Welch Group, LLC | 4,531 | $363.4K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,530 | $363.4K | 0.01% | +171+3.9% | Added |
| Wulff, Hansen & Co. | 4,520 | $362.5K | 0.36% | 00.0% | Unchanged |
| L.M. Kohn & Company | 4,467 | $358.3K | 0.10% | −408−8.4% | Reduced |
| LifePro Asset Management | 4,455 | $357.3K | 0.24% | +4,455 | New |
| Tradewinds, LLC. | 4,415 | $354.1K | 0.31% | +4,415 | New |
| Richard W. Paul & Associates, LLC | 4,415 | $354.1K | 0.14% | −209−4.5% | Reduced |
| Griffin Asset Management, Inc. | 4,404 | $353.3K | 0.04% | −1,477−25.1% | Reduced |
| Jefferies Financial Group Inc. | 4,403 | $353.2K | 0.01% | +4,403 | New |
| Edmp, Inc. | 4,387 | $351.9K | 0.29% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,371 | $350.6K | 0.01% | +445+11.3% | Added |
| Financial Management Professionals, Inc. | 4,366 | $350.0K | 0.05% | −1,585−26.6% | Reduced |
| TRUE Private Wealth Advisors | 4,319 | $346.4K | 0.04% | −3−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 4,311 | $345.7K | 0.06% | +51+1.2% | Added |
| Verdence Capital Advisors LLC | 4,298 | $344.7K | 0.03% | +70+1.7% | Added |
| NCP Inc. | 4,213 | $337.9K | 0.23% | +4,213 | New |
| Twinbeech Capital LP | 4,210 | $337.7K | 0.01% | +4,210 | New |
| Concurrent Investment Advisors, LLC | 4,204 | $337.2K | 0.01% | −487−10.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,200 | $337.0K | 0.04% | −3,244−43.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,200 | $336.9K | 0.09% | +4,200 | New |
| RMB Capital Management, LLC | 4,193 | $336.3K | 0.01% | +4,193 | New |
| Raleigh Capital Management Inc. | 4,171 | $334.6K | 0.14% | +257+6.6% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $332.9K | 0.06% | −4,150−50.0% | Reduced |
| Bogart Wealth, LLC | 4,139 | $332.0K | 0.02% | +30+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,124 | $330.8K | 0.01% | +910+28.3% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $327.7K | 0.22% | −35,970−89.8% | Reduced |
| Ballentine Partners, LLC | 4,077 | $327.0K | 0.01% | +631+18.3% | Added |
| Advisors Capital Management, LLC | 4,056 | $325.0K | 0.01% | +32+0.8% | Added |
| Cetera Trust Company, N.A | 4,050 | $324.9K | 0.20% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,016 | $324.7K | 0.02% | 00.0% | Unchanged |
| Citizens Business Bank | 4,000 | $320.8K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,987 | $319.8K | 0.01% | −835−17.3% | Reduced |
| MBB Public Markets I LLC | 3,943 | $316.3K | 0.02% | +3,943 | New |
| OneAscent Financial Services LLC | 3,937 | $316.0K | 0.03% | +3,937 | New |
| Ameritas Advisory Services, LLC | 3,950 | $315.0K | 0.01% | +3,950 | New |
| Armstrong Advisory Group, Inc | 4,483 | $313.7K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 3,905 | $313.2K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 3,899 | $312.7K | 0.08% | +3,899 | New |
| Core Wealth Partners LLC | 3,892 | $312.2K | 0.24% | +96+2.5% | Added |
| HRT Financial LP | 3,892 | $312.0K | 0.00% | −56,606−93.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,863 | $309.9K | 0.09% | −1,047−21.3% | Reduced |
| Stephens Inc | 3,820 | $306.4K | 0.00% | −118−3.0% | Reduced |
| Aire Advisors, LLC | 3,816 | $306.3K | 0.07% | −12−0.3% | Reduced |
| Cynosure Management, LLC | 3,813 | $305.8K | 0.05% | +3,813 | New |
| Cornerstone Wealth Group, LLC | 3,811 | $305.7K | 0.03% | +3,811 | New |
| Ledgewood Wealth Advisors, LLC | 3,806 | $305.3K | 0.28% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $304.8K | 0.05% | +3,800 | New |
| Walker Asset Management, LLC | 3,790 | $304.0K | 0.20% | +36+1.0% | Added |
| Strategic Blueprint, LLC | 3,786 | $303.6K | 0.02% | +161+4.4% | Added |
| Huntington National Bank | 3,749 | $300.7K | 0.00% | +393+11.7% | Added |
| Onyx Bridge Wealth Group LLC | 3,878 | $300.6K | 0.05% | +40+1.0% | Added |
| E&G Advisors, LP | 3,700 | $296.8K | 0.09% | +75+2.1% | Added |
| Prestige Wealth Management Group LLC | 3,670 | $296.7K | 0.06% | +3,491+1,950.3% | Added |
| Empower Advisory Group, LLC | 3,693 | $296.2K | 0.00% | +3,693 | New |
| AlphaStar Capital Management, LLC | 3,672 | $294.5K | 0.03% | +3,672 | New |
| Lebenthal Global Advisors, LLC | 3,632 | $291.3K | 0.06% | +94+2.7% | Added |
| Duality Advisers, LP | 3,611 | $289.6K | 0.03% | −1,731−32.4% | Reduced |
| Panagora Asset Management Inc | 3,610 | $289.6K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,571 | $286.4K | 0.02% | +30+0.8% | Added |
| Advisors Management Group Inc | 3,549 | $285.0K | 0.07% | +240+7.3% | Added |
| Philadelphia Trust Co | 3,500 | $281.0K | 0.02% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,500 | $280.7K | 0.27% | 00.0% | Unchanged |
| Sachetta, LLC | 3,993 | $279.5K | 0.13% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 3,483 | $279.4K | 0.03% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,474 | $278.6K | 0.14% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,432 | $275.3K | 0.01% | +3,432 | New |
| GTS Securities LLC | 3,421 | $274.4K | 0.01% | −5,954−63.5% | Reduced |
| Davis R M Inc | 3,418 | $274.2K | 0.01% | 00.0% | Unchanged |
| Sienna Gestion | 3,416 | $274.0K | 0.03% | +3,416 | New |
| BTC Capital Management, Inc. | 3,403 | $273.0K | 0.02% | +3,403 | New |
| Nations Financial Group Inc, | 3,399 | $272.6K | 0.02% | −125−3.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,386 | $271.6K | 0.00% | +195+6.1% | Added |
| International Assets Investment Management, LLC | 3,402 | $270.6K | 0.03% | +14+0.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,363 | $269.7K | 0.01% | −10,349−75.5% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $268.7K | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,304 | $267.2K | 0.02% | −145−4.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,300 | $265.0K | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,269 | $264.3K | 0.02% | +3,269 | New |
| Somerset Trust Co | 3,295 | $264.3K | 0.11% | +3,295 | New |
| Jacobi Capital Management LLC | 3,293 | $264.1K | 0.02% | +5+0.2% | Added |
| Keystone Wealth Services, LLC | 3,258 | $261.3K | 0.08% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 3,250 | $260.7K | 0.03% | +3,250 | New |
| Ameritas Investment Partners, Inc. | 3,245 | $260.3K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,243 | $260.1K | 0.01% | +3,243 | New |
| Cypress Capital Group | 3,235 | $259.5K | 0.03% | +35+1.1% | Added |
| Geller Advisors LLC | 3,198 | $258.6K | 0.02% | +16+0.5% | Added |
| Westpac Banking Corp | 3,214 | $257.8K | 0.02% | +71+2.3% | Added |
| Consolidated Planning Corp | 3,211 | $257.5K | 0.04% | −790−19.7% | Reduced |
| Apriem Advisors | 3,200 | $256.7K | 0.03% | 00.0% | Unchanged |