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.
| 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 |
|---|---|---|---|---|---|
| Quarry LP | 496 | $58.9K | 0.02% | +230+86.5% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $59.0K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $59.4K | 0.02% | −285−36.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 500 | $59.4K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $59.4K | 0.03% | +500 | New |
| Transcendent Capital Group LLC | 510 | $60.6K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 525 | $62.4K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 525 | $62.4K | 0.01% | +314+148.8% | Added |
| Proffitt & Goodson Inc | 539 | $64.0K | 0.01% | −155−22.3% | Reduced |
| Global X Japan Co., Ltd. | 548 | $65.1K | 0.01% | −153−21.8% | Reduced |
| Larson Financial Group LLC | 557 | $66.2K | 0.00% | +128+29.8% | Added |
| North Star Investment Management Corp. | 570 | $67.7K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 589 | $69.9K | 0.03% | +5+0.9% | Added |
| AlphaMark Advisors, LLC | 589 | $70.0K | 0.02% | −22−3.6% | Reduced |
| Caitlin John, LLC | 605 | $70.2K | 0.05% | +7+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 615 | $73.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 623 | $74.1K | 0.01% | −3−0.5% | Reduced |
| FIL Ltd | 639 | $75.9K | 0.00% | +639 | New |
| GHP Investment Advisors, Inc. | 643 | $76.4K | 0.00% | −35−5.2% | Reduced |
| Valley National Advisers Inc | 655 | $77.0K | 0.01% | −140−17.6% | Reduced |
| Harbor Capital Advisors, Inc. | 670 | $80.0K | 0.00% | +670 | New |
| Tobam | 679 | $81.0K | 0.01% | +679 | New |
| Optiver Holding B.V. | 687 | $81.6K | 0.00% | +687 | New |
| True Wealth Design, LLC | 719 | $85.4K | 0.03% | +5+0.7% | Added |
| Halpern Financial, Inc. | 724 | $86.4K | 0.02% | −137−15.9% | Reduced |
| Walleye Capital LLC | 730 | $86.7K | 0.00% | +730 | New |
| Eastern Bank | 735 | $87.3K | 0.00% | +735 | New |
| Abound Wealth Management | 747 | $88.8K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $89.1K | 0.04% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 775 | $92.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 795 | $94.5K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 811 | $97.0K | 0.06% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 826 | $98.2K | 0.03% | +826 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 841 | $99.9K | 0.00% | −3,515−80.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 847 | $101.3K | 0.03% | −43−4.8% | Reduced |
| Sunbelt Securities, Inc. | 864 | $102.7K | 0.01% | +343+65.8% | Added |
| Loomis Sayles & Co L P | 872 | $104.0K | 0.00% | +846+3,253.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $104.6K | 0.04% | +180+25.7% | Added |
| Avion Wealth | 912 | $108.0K | 0.03% | −114−11.1% | Reduced |
| Sandy Spring Bank | 917 | $109.1K | 0.00% | −14−1.5% | Reduced |
| Sound Income Strategies, LLC | 920 | $109.3K | 0.01% | +1+0.1% | Added |
| JFS Wealth Advisors, LLC | 956 | $113.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 964 | $114.6K | 0.01% | +29+3.1% | Added |
| Clearstead Advisors, LLC | 967 | $114.9K | 0.00% | +15+1.6% | Added |
| Princeton Global Asset Management LLC | 1,000 | $118.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $118.8K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,007 | $119.0K | 0.00% | −1,117−52.6% | Reduced |
| Sittner & Nelson, LLC | 1,026 | $122.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,032 | $122.6K | 0.01% | +125+13.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,049 | $125.4K | 0.01% | −1,200−53.4% | Reduced |
| Thompson Investment Management, Inc. | 1,064 | $126.4K | 0.02% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,087 | $129.2K | 0.10% | +256+30.8% | Added |
| First Command Advisory Services, Inc. | 1,100 | $130.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,124 | $134.0K | 0.03% | +1,124 | New |
| Carolinas Wealth Consulting LLC | 1,149 | $137.3K | 0.02% | +5+0.4% | Added |
| Geneos Wealth Management Inc. | 1,162 | $138.1K | 0.01% | −469−28.8% | Reduced |
| Eagle Bay Advisors LLC | 1,156 | $138.2K | 0.05% | +7+0.6% | Added |
| Peoples Bank | 1,235 | $146.8K | 0.10% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,240 | $147.3K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,268 | $151.0K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,275 | $151.5K | 0.02% | −8−0.6% | Reduced |
| Silvant Capital Management LLC | 1,292 | $154.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,350 | $160.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,354 | $160.9K | 0.02% | −343−20.2% | Reduced |
| Ci Investments Inc. | 1,369 | $163.0K | 0.00% | −21−1.5% | Reduced |
| Penserra Capital Management LLC | 1,391 | $164.0K | 0.00% | +16+1.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,390 | $165.2K | 0.06% | −356−20.4% | Reduced |
| Quadrant Capital Group LLC | 1,394 | $165.7K | 0.01% | −79−5.4% | Reduced |
| Massmutual Trust Co FSB | 1,395 | $165.8K | 0.00% | +48+3.6% | Added |
| Addison Advisors LLC | 1,448 | $172.0K | 0.05% | −343−19.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,462 | $173.7K | 0.02% | +199+15.8% | Added |
| First Financial Corp | 1,500 | $178.2K | 0.09% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,500 | $178.2K | 0.03% | +1,500 | New |
| Ronald Blue Trust, Inc. | 2,138 | $191.6K | 0.00% | +1,256+142.4% | Added |
| Smartleaf Asset Management LLC | 1,646 | $192.1K | 0.02% | +783+90.7% | Added |
| Security National Bank | 1,619 | $192.4K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,632 | $193.9K | 0.11% | +11+0.7% | Added |
| Central Trust Co | 1,648 | $195.8K | 0.00% | +1+0.1% | Added |
| Plato Investment Management Ltd | 1,661 | $197.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,676 | $199.1K | 0.01% | +373+28.6% | Added |
| NVWM, LLC | 1,694 | $201.3K | 0.05% | −462−21.4% | Reduced |
| Royal Capital Wealth Management, LLC | 1,700 | $202.0K | 0.14% | +1,700 | New |
| Clare Market Investments LLC | 1,700 | $202.0K | 0.05% | +1,700 | New |
| Quad-Cities Investment Group, LLC | 1,708 | $202.9K | 0.10% | +1,708 | New |
| 1858 Wealth Management, LLC | 1,716 | $203.9K | 0.17% | −816−32.2% | Reduced |
| La Banque Postale Asset Management SA | 1,724 | $204.9K | 0.00% | −8,988−83.9% | Reduced |
| MQS Management LLC | 1,725 | $205.0K | 0.11% | +1,725 | New |
| Wealthspire Advisors, LLC | 1,728 | $205.3K | 0.00% | +1,728 | New |
| Custom Index Systems, LLC | 1,729 | $205.5K | 0.11% | +1,729 | New |
| Fort Point Capital Partners LLC | 1,729 | $205.5K | 0.03% | +1,729 | New |
| First Affirmative Financial Network | 1,735 | $206.1K | 0.11% | +1,735 | New |
| M&R Capital Management Inc | 1,735 | $206.2K | 0.05% | +46+2.7% | Added |
| Waterloo Capital, L.P. | 1,754 | $208.4K | 0.02% | +1,754 | New |
| Stevens Capital Management LP | 1,758 | $209.0K | 0.03% | −487−21.7% | Reduced |
| Savvy Advisors, Inc. | 1,761 | $209.3K | 0.04% | +1,761 | New |
| Prossimo Advisors, LLC | 1,765 | $210.0K | 0.15% | +1,765 | New |
| SJS Investment Consulting Inc. | 1,769 | $210.2K | 0.04% | +169+10.6% | Added |
| Baldwin Brothers Inc | 1,775 | $211.0K | 0.01% | −233−11.6% | Reduced |
| Sepio Capital, LP | 1,782 | $211.8K | 0.02% | +1,782 | New |
| Conning Inc. | 1,794 | $213.2K | 0.01% | +1,794 | New |