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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,227 | $98.4K | 0.00% | +56+4.8% | Added |
| Halpern Financial, Inc. | 1,212 | $96.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,111 | $89.8K | 0.02% | +61+5.8% | Added |
| First Command Advisory Services, Inc. | 1,100 | $88.2K | 0.00% | +1,100 | New |
| Avion Wealth | 1,071 | $86.0K | 0.02% | +17+1.6% | Added |
| Thompson Investment Management, Inc. | 1,064 | $85.3K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,021 | $82.6K | 0.03% | −15−1.4% | Reduced |
| Sittner & Nelson, LLC | 1,026 | $82.3K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $80.2K | 0.02% | −240−19.4% | Reduced |
| Princeton Global Asset Management LLC | 1,000 | $80.2K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $80.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 977 | $78.3K | 0.02% | +73+8.1% | Added |
| Umb Bank N A | 972 | $78.0K | 0.00% | +8+0.8% | Added |
| JFS Wealth Advisors, LLC | 959 | $76.9K | 0.01% | +721+302.9% | Added |
| Sandy Spring Bank | 924 | $74.1K | 0.00% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 954 | $74.0K | 0.01% | +600+169.5% | Added |
| Sound Income Strategies, LLC | 919 | $73.7K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 905 | $72.6K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 900 | $72.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 895 | $71.8K | 0.01% | +15+1.7% | Added |
| Proffitt & Goodson Inc | 825 | $66.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $65.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 840 | $65.8K | 0.00% | −15−1.8% | Reduced |
| Valley National Advisers Inc | 811 | $65.0K | 0.01% | +41+5.3% | Added |
| Bank of New Hampshire | 795 | $63.8K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 783 | $62.8K | 0.00% | −450−36.5% | Reduced |
| Lindbrook Capital, LLC | 776 | $62.2K | 0.01% | +25+3.3% | Added |
| Sawyer & Company, Inc | 775 | $62.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 759 | $60.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 757 | $60.7K | 0.00% | +395+109.1% | Added |
| Optimum Investment Advisors | 750 | $60.2K | 0.03% | +750 | New |
| Cambridge Trust Co | 735 | $59.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 708 | $56.8K | 0.01% | +7+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 701 | $56.2K | 0.02% | +701 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $56.1K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 669 | $53.7K | 0.00% | +5+0.8% | Added |
| Harbor Investment Advisory, LLC | 642 | $51.5K | 0.01% | +24+3.9% | Added |
| AlphaMark Advisors, LLC | 608 | $49.0K | 0.02% | −178−22.6% | Reduced |
| Caitlin John, LLC | 593 | $47.6K | 0.04% | −92−13.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 585 | $47.3K | 0.02% | −2,059−77.9% | Reduced |
| Financial Avengers, Inc. | 580 | $46.1K | 0.02% | +6+1.0% | Added |
| North Star Investment Management Corp. | 570 | $45.7K | 0.00% | −400−41.2% | Reduced |
| Main Street Group, LTD | 570 | $45.5K | 0.02% | +4+0.7% | Added |
| AllSquare Wealth Management LLC | 559 | $44.8K | 0.03% | −153−21.5% | Reduced |
| Webster Bank, N. A. | 557 | $44.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 525 | $42.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 517 | $41.5K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 587 | $41.1K | 0.04% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 510 | $40.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $40.1K | 0.01% | −631−55.8% | Reduced |
| Heritage Wealth Advisors | 500 | $40.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $40.0K | 0.02% | 00.0% | Unchanged |
| Natixis | 483 | $38.7K | 0.00% | −33,709−98.6% | Reduced |
| Continuum Advisory, LLC | 482 | $38.4K | 0.01% | +482 | New |
| Hanson & Doremus Investment Management | 475 | $38.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 471 | $37.8K | 0.01% | +471 | New |
| CVA Family Office, LLC | 455 | $36.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 440 | $35.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 419 | $33.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 416 | $33.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $32.1K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 400 | $32.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 387 | $31.0K | 0.01% | +328+555.9% | Added |
| GW&K Investment Management, LLC | 357 | $29.0K | 0.00% | −12−3.3% | Reduced |
| Walleye Capital LLC | 356 | $28.6K | 0.00% | +356 | New |
| Piscataqua Savings Bank | 353 | $28.3K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 355 | $28.0K | 0.00% | +102+40.3% | Added |
| Whittier Trust Co of Nevada Inc | 329 | $26.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 305 | $24.5K | 0.01% | +305 | New |
| Dunhill Financial, LLC | 300 | $24.1K | 0.02% | +3+1.0% | Added |
| Trust Co of Vermont | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $23.7K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 290 | $23.3K | 0.01% | +290 | New |
| Central Pacific Bank - Trust Division | 292 | $23.2K | 0.00% | +292 | New |
| Covestor Ltd | 285 | $23.0K | 0.01% | +33+13.1% | Added |
| Institutional & Family Asset Management, LLC | 273 | $21.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $21.1K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 254 | $20.4K | 0.02% | −2,018−88.8% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $20.1K | 0.01% | +250 | New |
| Quent Capital, LLC | 240 | $19.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 229 | $18.4K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 205 | $16.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $16.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $16.0K | 0.01% | −1,100−84.6% | Reduced |
| Rise Advisors, LLC | 197 | $15.8K | 0.01% | +145+278.8% | Added |
| Assetmark, Inc | 196 | $15.7K | 0.00% | +20+11.4% | Added |
| HHM Wealth Advisors, LLC | 184 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 180 | $14.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 174 | $14.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 181 | $14.0K | 0.00% | +2+1.1% | Added |
| Chesapeake Asset Management LLC | 170 | $13.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 169 | $13.5K | 0.00% | −15,026−98.9% | Reduced |
| Kozak & Associates, Inc. | 165 | $13.5K | 0.00% | +2+1.2% | Added |
| Tidemark, LLC | 154 | $12.4K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 152 | $12.2K | 0.00% | +152 | New |
| Carmichael Hill & Associates, Inc. | 143 | $11.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 141 | $11.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 135 | $10.8K | 0.00% | −241−64.1% | Reduced |
| Bell Investment Advisors, Inc | 126 | $10.1K | 0.00% | +9+7.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $9.06K | 0.00% | 00.0% | Unchanged |