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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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in Iron Mountain Inc as of Sep 30, 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
1,056
+100 vs. Q2 2024
Shares held
242.6M
+22.7M (+10.3%) vs. Q2 2024
Total value
$28.8B
+$9.07B (+46.0%) vs. Q2 2024
New holders
165
323 more added
Sold out
65
416 more reduced

11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 1,056 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ3 2024: $28.8B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2024.

Institutions holding IRM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
Kozak & Associates, Inc.1$880.00%−164−99.4%Reduced
Johnson Financial Group, Inc.0$970.00%0New
Capstone Investment Advisors, LLC1$1190.00%−1,263−99.9%Reduced
Key Financial Inc1$1190.00%00.0%Unchanged
Quest Partners LLC1$1190.00%+1New
Mendota Financial Group, LLC1$1190.00%+1New
WestEnd Advisors, LLC2$2380.00%+2New
Private Wealth Management Group, LLC2$2380.00%+2New
Bokf, NA3$3550.00%00.0%Unchanged
Reston Wealth Management LLC3$3560.00%+3New
Crewe Advisors LLC3$3570.00%+3New
PFG Private Wealth Management, LLC3$3650.00%00.0%Unchanged
Colonial Trust Co4$4670.00%+4New
MCF Advisors LLC4$4790.00%00.0%Unchanged
Tortoise Investment Management, LLC5$5940.00%00.0%Unchanged
Wolff Wiese Magana LLC5$5950.00%00.0%Unchanged
Ruedi Wealth Management, Inc.6$7130.00%−5−45.5%Reduced
TFC Financial Management6$7130.00%00.0%Unchanged
Riverview Trust Co8$9510.00%+8New
Capital Advisors, Ltd. LLC11$1.00K0.00%00.0%Unchanged
Aspect Partners, LLC14$1.66K0.00%+1+7.7%Added
Strengthening Families & Communities, LLC15$1.78K0.00%00.0%Unchanged
Cornerstone Planning Group LLC19$2.42K0.00%+3+18.8%Added
Jamison Private Wealth Management, Inc.25$2.97K0.00%00.0%Unchanged
Pineridge Advisors LLC26$3.09K0.00%−5−16.1%Reduced
Versant Capital Management, Inc26$3.09K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC27$3.21K0.00%00.0%Unchanged
Hollencrest Capital Management29$3.45K0.00%00.0%Unchanged
Grove Bank & Trust35$4.16K0.00%+35New
Global Financial Private Client, LLC37$4.40K0.00%+37New
Raffa Wealth Management, LLC39$4.63K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC41$4.87K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA58$7.00K0.00%−29−33.3%Reduced
Capital Performance Advisors LLP71$8.44K0.00%+71New
Planning Capital Management Corp72$8.56K0.01%00.0%Unchanged
1620 Investment Advisors, Inc.76$9.03K0.01%+59+347.1%Added
Manchester Capital Management LLC78$9.27K0.00%00.0%Unchanged
Anfield Capital Management, LLC88$10.5K0.00%00.0%Unchanged
Red Tortoise LLC94$11.2K0.01%00.0%Unchanged
McMahon Financial Advisors, LLC100$11.9K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.100$11.9K0.00%00.0%Unchanged
Hoese & Co LLP100$11.9K0.01%00.0%Unchanged
LRI Investments, LLC106$12.0K0.00%00.0%Unchanged
MV Capital Management, Inc.101$12.0K0.00%+1+1.0%Added
Planned Solutions, Inc.107$12.7K0.01%+107New
Moisand Fitzgerald Tamayo, LLC113$13.4K0.00%00.0%Unchanged
Oarsman Capital, Inc.119$14.1K0.00%+119New
Mark Sheptoff Financial Planning, LLC123$14.6K0.01%00.0%Unchanged
Tidemark, LLC125$14.9K0.01%00.0%Unchanged
Bell Investment Advisors, Inc131$15.6K0.00%+5+4.0%Added
Accordant Advisory Group Inc–$16.3K0.01%–New
Park Place Capital Corp141$16.8K0.00%00.0%Unchanged
Northwest Financial Advisors141$16.8K0.01%+141New
Carmichael Hill & Associates, Inc.143$17.0K0.01%00.0%Unchanged
GW&K Investment Management, LLC151$18.0K0.00%−221−59.4%Reduced
Meeder Asset Management Inc156$18.5K0.00%+1+0.6%Added
Hemington Wealth Management164$20.0K0.01%+164New
Rise Advisors, LLC175$20.8K0.01%−23−11.6%Reduced
Chesapeake Asset Management LLC175$20.8K0.02%+5+2.9%Added
Coston, McIsaac & Partners183$21.0K0.01%+1+0.5%Added
Tucker Asset Management LLC180$21.4K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC184$21.9K0.00%+184New
Asset Dedication, LLC185$22.0K0.00%+125+208.3%Added
Strategic Investment Solutions, Inc.200$23.8K0.01%+200New
Covestor Ltd199$24.0K0.02%−80−28.7%Reduced
Farmers & Merchants Investments Inc205$24.4K0.00%00.0%Unchanged
Chilton Capital Management LLC205$24.4K0.00%00.0%Unchanged
Zions Bancorporation, N.A.229$27.2K0.00%−22−8.8%Reduced
Quent Capital, LLC240$28.5K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.244$29.0K0.00%+3+1.2%Added
Beacon Capital Management, LLC250$29.7K0.00%00.0%Unchanged
PFS Partners, LLC250$29.7K0.02%00.0%Unchanged
Venturi Wealth Management, LLC251$29.8K0.00%+2+0.8%Added
Naples Money Management LLC254$30.2K0.03%00.0%Unchanged
Ashton Thomas Securities, LLC261$31.0K0.01%+261New
West Branch Capital LLC275$32.7K0.01%+275New
Financial Network Wealth Advisors LLC291$34.6K0.03%+7+2.5%Added
IAG Wealth Partners, LLC295$35.1K0.01%00.0%Unchanged
Trust Co of Vermont300$35.6K0.00%00.0%Unchanged
Teachers Insurance & Annuity Association of America300$35.6K0.05%+300New
Capital Analysts, LLC300$36.0K0.00%+300New
Leonteq Securities AG309$36.7K0.00%+309New
Godsey & Gibb Associates325$38.6K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc334$39.7K0.00%+5+1.5%Added
WR Wealth Planners, LLC338$40.2K0.01%+33+10.8%Added
Piscataqua Savings Bank353$41.9K0.04%00.0%Unchanged
Main Street Group, LTD376$44.6K0.02%+3+0.8%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP355$44.7K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC390$46.3K0.04%−195−33.3%Reduced
AllSquare Wealth Management LLC395$46.9K0.03%−75−16.0%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.400$47.5K0.01%00.0%Unchanged
Barrett & Company, Inc.400$47.5K0.02%00.0%Unchanged
Canton Hathaway, LLC400$48.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc416$49.4K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC440$52.6K0.00%00.0%Unchanged
Dunhill Financial, LLC453$53.8K0.03%+152+50.5%Added
Hanson & Doremus Investment Management475$56.0K0.01%00.0%Unchanged
CVA Family Office, LLC473$56.2K0.01%+5+1.1%Added
Continuum Advisory, LLC511$57.8K0.01%+29+6.0%Added