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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 3,158 | $253.3K | 0.03% | −580−15.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,142 | $252.0K | 0.07% | +10.0% | Added |
| Relyea Zuckerberg Hanson LLC | 3,125 | $250.7K | 0.04% | +4+0.1% | Added |
| Change Path, LLC | 3,117 | $250.0K | 0.01% | +113+3.8% | Added |
| Miracle Mile Advisors, LLC | 3,111 | $249.5K | 0.01% | +105+3.5% | Added |
| Cigna Investments Inc | 3,095 | $249.0K | 0.05% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,110 | $249.0K | 0.13% | +3,110 | New |
| Boston Financial Mangement LLC | 3,100 | $248.7K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,071 | $246.3K | 0.00% | −35−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 3,052 | $244.7K | 0.01% | +3,052 | New |
| Oak Thistle LLC | 3,039 | $243.8K | 0.22% | +3,039 | New |
| FDx Advisors, Inc. | 3,012 | $242.0K | 0.04% | −936−23.7% | Reduced |
| Clean Yield Group | 3,000 | $240.6K | 0.09% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,000 | $240.6K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co | 2,978 | $238.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,974 | $238.6K | 0.01% | +95+3.3% | Added |
| Edmond de Rothschild Holding S.A. | 2,966 | $237.9K | 0.00% | +1,193+67.3% | Added |
| IMA Wealth, Inc. | 2,954 | $236.9K | 0.11% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 2,950 | $236.6K | 0.02% | −750−20.3% | Reduced |
| Destination Wealth Management | 2,946 | $236.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,945 | $236.2K | 0.01% | −1,404−32.3% | Reduced |
| Douglas Lane & Associates, LLC | 2,944 | $236.1K | 0.00% | 00.0% | Unchanged |
| Capital City Trust Co | 2,940 | $235.8K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,931 | $235.1K | 0.01% | +2,931 | New |
| Schechter Investment Advisors, LLC | 2,928 | $234.9K | 0.02% | +2,928 | New |
| Cooper Financial Group | 2,924 | $234.6K | 0.04% | +2,924 | New |
| Mission Creek Capital Partners, Inc. | 2,914 | $233.7K | 0.06% | −58−2.0% | Reduced |
| Evergreen Capital Management LLC | 2,866 | $231.7K | 0.01% | +21+0.7% | Added |
| Aberdeen Wealth Management LLC | 2,877 | $230.8K | 0.13% | +2,877 | New |
| Boothbay Fund Management, LLC | 2,864 | $229.7K | 0.01% | +2,864 | New |
| NorthCrest Asset Manangement, LLC | 2,863 | $229.6K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,850 | $228.6K | 0.02% | −175−5.8% | Reduced |
| Daymark Wealth Partners, LLC | 2,814 | $225.7K | 0.01% | −69−2.4% | Reduced |
| Scientech Research LLC | 2,796 | $224.3K | 0.12% | +2,796 | New |
| Ci Investments Inc. | 2,795 | $224.0K | 0.00% | +1,987+245.9% | Added |
| XML Financial, LLC | 2,791 | $223.9K | 0.02% | −277−9.0% | Reduced |
| Atomi Financial Group, Inc. | 2,790 | $223.8K | 0.02% | +2,790 | New |
| Naples Global Advisors, LLC | 2,750 | $222.4K | 0.02% | +2,750 | New |
| Schmidt P J Investment Management Inc | 2,760 | $221.4K | 0.04% | +2,760 | New |
| Ignite Planners, LLC | 2,775 | $220.7K | 0.06% | −15,552−84.9% | Reduced |
| Bradley Foster & Sargent Inc | 2,751 | $220.7K | 0.00% | +2,751 | New |
| HBK Sorce Advisory LLC | 2,702 | $216.8K | 0.01% | +2,702 | New |
| Investment House LLC | 2,700 | $216.6K | 0.01% | +2,700 | New |
| Seelaus Asset Management LLC | 2,700 | $216.6K | 0.22% | +2,700 | New |
| Allen Investment Management LLC | 2,696 | $216.2K | 0.00% | +2,696 | New |
| Meeder Advisory Services, Inc. | 2,680 | $214.9K | 0.02% | +2,680 | New |
| Dynamic Advisor Solutions LLC | 2,675 | $214.5K | 0.01% | +2,675 | New |
| Vident Advisory, LLC | 2,630 | $211.0K | 0.00% | +2,630 | New |
| Financial Advocates Investment Management | 2,616 | $209.9K | 0.01% | +2,616 | New |
| Saxony Capital Management, LLC | 2,610 | $209.3K | 0.25% | +2,610 | New |
| Segment Wealth Management, LLC | 2,600 | $208.5K | 0.02% | +2,600 | New |
| Seed Wealth Management, Inc. | 2,620 | $208.4K | 0.20% | +2,620 | New |
| Insigneo Advisory Services, LLC | 2,570 | $207.7K | 0.02% | +2,570 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,581 | $207.0K | 0.03% | +2,581 | New |
| Toth Financial Advisory Corp | 2,581 | $207.0K | 0.03% | −381−12.9% | Reduced |
| Cardiff Park Advisors, LLC | 2,578 | $206.8K | 0.02% | +2,578 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,595 | $206.4K | 0.12% | +2,595 | New |
| Symphony Financial, Ltd. Co. | 2,566 | $205.8K | 0.05% | −11,445−81.7% | Reduced |
| Clarius Group, LLC | 2,552 | $204.7K | 0.01% | −312−10.9% | Reduced |
| Perennial Investment Advisors, LLC | 2,528 | $202.8K | 0.03% | +2,528 | New |
| Johnson Investment Counsel Inc | 2,516 | $201.8K | 0.00% | +2,516 | New |
| Dakota Wealth Management | 2,505 | $200.9K | 0.01% | −990−28.3% | Reduced |
| Skopos Labs, Inc. | 2,525 | $200.8K | 0.09% | +2,525 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,407 | $193.1K | 0.05% | +2,407 | New |
| Farther Finance Advisors, LLC | 2,398 | $190.7K | 0.01% | −122−4.8% | Reduced |
| Central Trust Co | 2,182 | $175.0K | 0.00% | −200−8.4% | Reduced |
| NVWM, LLC | 2,151 | $174.0K | 0.05% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,155 | $172.9K | 0.16% | −130−5.7% | Reduced |
| Mather Group, LLC. | 2,382 | $166.7K | 0.00% | +2,382 | New |
| Capstone Investment Advisors, LLC | 2,059 | $165.2K | 0.00% | +2,059 | New |
| Baldwin Brothers Inc | 2,008 | $161.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $160.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $160.4K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,995 | $160.0K | 0.08% | +191+10.6% | Added |
| First Manhattan Co | 1,995 | $160.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,208 | $159.9K | 0.00% | +389+21.4% | Added |
| ICA Group Wealth Management, LLC | 1,957 | $157.0K | 0.03% | −232−10.6% | Reduced |
| Addison Advisors LLC | 1,941 | $155.7K | 0.05% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,857 | $148.9K | 0.01% | +1,857 | New |
| GAMMA Investing LLC | 1,806 | $144.9K | 0.03% | +247+15.8% | Added |
| Monetary Management Group Inc | 1,800 | $144.4K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,774 | $142.0K | 0.01% | +911+105.6% | Added |
| Retirement Group, LLC | 1,721 | $138.1K | 0.05% | +6+0.3% | Added |
| Eagle Bay Advisors LLC | 1,693 | $136.9K | 0.09% | +14+0.8% | Added |
| M&R Capital Management Inc | 1,691 | $135.6K | 0.03% | −4,267−71.6% | Reduced |
| Ninepoint Partners LP | 1,674 | $134.3K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,661 | $133.2K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 1,619 | $129.9K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,607 | $128.9K | 0.08% | +15+0.9% | Added |
| SJS Investment Consulting Inc. | 1,600 | $128.3K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,528 | $123.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,503 | $120.6K | 0.01% | −49−3.2% | Reduced |
| Highlander Capital Management, LLC | 1,500 | $120.3K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $120.3K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,473 | $118.1K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,350 | $108.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,321 | $106.0K | 0.02% | −11−0.8% | Reduced |
| Silvant Capital Management LLC | 1,292 | $104.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,300 | $104.3K | 0.06% | −500−27.8% | Reduced |
| Peoples Bank | 1,235 | $99.1K | 0.08% | 00.0% | Unchanged |