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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 590,630 | $70.2M | 0.03% | +89,131+17.8% | Added |
| Barclays PLC | 591,302 | $70.3M | 0.03% | −45,659−7.2% | Reduced |
| Alliancebernstein L.P. | 609,232 | $72.4M | 0.02% | −5,614−0.9% | Reduced |
| Heitman Real Estate Securities LLC | 610,200 | $72.5M | 3.95% | −155,361−20.3% | Reduced |
| FMR LLC | 611,049 | $72.6M | 0.00% | −2,681,971−81.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611,874 | $72.7M | 0.08% | +34,840+6.0% | Added |
| Standard Life Aberdeen plc | 626,280 | $73.8M | 0.14% | +293,425+88.2% | Added |
| Bank of Montreal | 638,985 | $74.6M | 0.04% | +18,476+3.0% | Added |
| Neuberger Berman Group LLC | 652,616 | $77.6M | 0.06% | −1520.0% | Reduced |
| Rhumbline Advisers | 669,476 | $79.6M | 0.07% | −2,832−0.4% | Reduced |
| Welch & Forbes LLC | 687,469 | $81.7M | 1.04% | −24,416−3.4% | Reduced |
| HSBC Holdings PLC | 697,488 | $82.8M | 0.05% | −8,304−1.2% | Reduced |
| Wells Fargo & Company | 700,037 | $83.2M | 0.02% | +14,438+2.1% | Added |
| American Century Companies Inc | 803,674 | $95.5M | 0.06% | −24,956−3.0% | Reduced |
| Price T Rowe Associates Inc | 820,134 | $97.5M | 0.01% | +187,308+29.6% | Added |
| TD Asset Management Inc | 866,124 | $101.1M | 0.09% | +594,759+219.2% | Added |
| Swiss National Bank | 869,961 | $103.4M | 0.07% | +2,200+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 900,563 | $107.0M | 0.07% | −3,293−0.4% | Reduced |
| SEI Investments Co | 916,623 | $108.9M | 0.14% | −208,868−18.6% | Reduced |
| Captrust Financial Advisors | 951,552 | $113.1M | 0.34% | +47,327+5.2% | Added |
| CIBC Private Wealth Group, LLC | 1,024,943 | $121.8M | 0.22% | −24,273−2.3% | Reduced |
| UBS Group AG | 1,061,134 | $126.1M | 0.04% | +413,042+63.7% | Added |
| Canada Pension Plan Investment Board | 1,069,110 | $127.0M | 0.12% | +337,595+46.2% | Added |
| PGGM Investments | 1,083,653 | $128.8M | 1.65% | +1,050,859+3,204.4% | Added |
| DekaBank Deutsche Girozentrale | 1,122,500 | $131.6M | 0.24% | −60,015−5.1% | Reduced |
| Duff & Phelps Investment Management Co | 1,240,606 | $147.4M | 1.69% | −57,724−4.4% | Reduced |
| Bank of America Corp | 1,260,728 | $149.8M | 0.01% | −51,866−4.0% | Reduced |
| Epoch Investment Partners, Inc. | 1,268,923 | $150.8M | 0.68% | −310,559−19.7% | Reduced |
| Goldman Sachs Group Inc | 1,307,203 | $155.3M | 0.03% | −308,101−19.1% | Reduced |
| Prudential Financial Inc | 1,608,149 | $191.1M | 0.27% | −494,007−23.5% | Reduced |
| Amundi | 1,623,697 | $193.0M | 0.07% | −627,132−27.9% | Reduced |
| Ameriprise Financial Inc | 1,695,898 | $204.3M | 0.05% | +286,407+20.3% | Added |
| Centersquare Investment Management LLC | 1,747,219 | $207.6M | 1.95% | −662,383−27.5% | Reduced |
| Nuveen Asset Management, LLC | 1,833,946 | $218.4M | 0.06% | +153,047+9.1% | Added |
| Bank of New York Mellon Corp | 2,078,400 | $247.0M | 0.05% | −47,837−2.2% | Reduced |
| Russell Investments Group, Ltd. | 2,084,580 | $247.3M | 0.36% | −94,389−4.3% | Reduced |
| Invesco Ltd. | 2,119,037 | $251.8M | 0.05% | −138,499−6.1% | Reduced |
| JPMorgan Chase & Co | 2,185,870 | $259.7M | 0.02% | +50,614+2.4% | Added |
| Agf Management Ltd | 2,224,856 | $264.4M | 1.34% | −20,537−0.9% | Reduced |
| Pictet Asset Management Holding SA | 2,326,860 | $276.4M | 0.30% | −385,885−14.2% | Reduced |
| Wellington Management Group LLP | 2,393,628 | $284.4M | 0.05% | −985,949−29.2% | Reduced |
| Northern Trust Corp | 2,771,730 | $329.4M | 0.05% | −196,692−6.6% | Reduced |
| Daiwa Securities Group Inc. | 3,126,559 | $371.5M | 1.72% | −1,391,140−30.8% | Reduced |
| UBS Asset Management Americas Inc | 3,170,550 | $376.8M | 0.10% | +2,672,821+537.0% | Added |
| Norges Bank | 3,279,993 | $389.8M | 0.05% | +41,378+1.3% | Added |
| Charles Schwab Investment Management Inc | 3,386,315 | $402.4M | 0.08% | +141,675+4.4% | Added |
| Deutsche Bank AG | 3,477,450 | $413.2M | 0.17% | −446,273−11.4% | Reduced |
| Legal & General Group Plc | 3,509,980 | $417.1M | 0.11% | +56,689+1.6% | Added |
| Morgan Stanley | 3,640,914 | $432.6M | 0.03% | −14,572−0.4% | Reduced |
| Capital World Investors | 4,115,969 | $489.1M | 0.08% | −1770.0% | Reduced |
| Dimensional Fund Advisors LP | 4,204,166 | $499.6M | 0.12% | −81,902−1.9% | Reduced |
| Geode Capital Management, LLC | 8,257,965 | $978.5M | 0.08% | +128,622+1.6% | Added |
| State Street Corp | 16,567,777 | $1.98B | 0.08% | −948,401−5.4% | Reduced |
| Cohen & Steers, Inc. | 17,726,012 | $2.11B | 3.75% | −5,325,004−23.1% | Reduced |
| BlackRock, Inc. | 31,309,637 | $3.72B | 0.08% | +31,309,637 | New |
| Vanguard Group Inc | 46,603,838 | $5.54B | 0.10% | −39,514−0.1% | Reduced |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −37,044−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −24,069−100.0% | Sold out |
| State Farm Mutual Automobile Insurance Co | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −21,749−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −18,855−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −18,183−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −17,167−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −15,766−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −15,139−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,299−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −12,162−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,354−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,877−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −9,120−100.0% | Sold out |
| FCG Investment Co | 0 | $0 | 0.00% | −8,837−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,808−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −7,426−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −7,111−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,809−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −6,016−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −5,609−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,449−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −7,145−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −4,663−100.0% | Sold out |
| Wulff, Hansen & Co. | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −4,472−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −4,441−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −4,334−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,714−100.0% | Sold out |
| Maia Wealth LLC | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |