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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 1,794 | $213.2K | 0.03% | +1,794 | New |
| Castle Rock Wealth Management, LLC | 1,832 | $213.6K | 0.05% | +1,832 | New |
| IMS Capital Management | 1,798 | $213.7K | 0.10% | +1,798 | New |
| Monetary Management Group Inc | 1,800 | $213.9K | 0.05% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,800 | $213.9K | 0.02% | +1,800 | New |
| Cassaday & Co Wealth Management LLC | 1,812 | $215.3K | 0.01% | +1,812 | New |
| Sequent Planning LLC | 1,814 | $215.6K | 0.07% | +1,814 | New |
| FDx Advisors, Inc. | 1,836 | $218.0K | 0.06% | −557−23.3% | Reduced |
| Berger Financial Group, Inc | 1,837 | $218.3K | 0.02% | +1,837 | New |
| Secured Retirement Advisors, LLC | 1,847 | $219.5K | 0.16% | +1,847 | New |
| Tyche Wealth Partners LLC | 1,855 | $220.4K | 0.05% | +1,855 | New |
| Deseret Mutual Benefit Administrators | 1,861 | $221.1K | 0.11% | −116−5.9% | Reduced |
| Avidian Wealth Solutions, LLC | 1,873 | $222.6K | 0.01% | +1,873 | New |
| Baader Bank INC | 2,003 | $222.7K | 0.02% | +2,003 | New |
| Baker Ellis Asset Management LLC | 1,875 | $222.8K | 0.03% | +1,875 | New |
| City Center Advisors, LLC | 1,882 | $223.6K | 0.25% | +1,882 | New |
| Tower Wealth Partners, Inc. | 1,904 | $226.3K | 0.13% | +1,904 | New |
| Legacy Advisors, LLC | 1,901 | $227.3K | 0.02% | +1,901 | New |
| Fulton Bank, N.A. | 1,924 | $228.6K | 0.01% | +1,924 | New |
| Modera Wealth Management, LLC | 1,928 | $229.1K | 0.00% | +1,928 | New |
| Adviser Investments LLC | 1,942 | $230.8K | 0.00% | +1,942 | New |
| Commerzbank Aktiengesellschaft | 1,951 | $232.0K | 0.01% | +1,951 | New |
| TPG Advisors LLC | 1,954 | $232.2K | 0.18% | +1,954 | New |
| Teacher Retirement System of Texas | 1,963 | $233.0K | 0.00% | −3,730−65.5% | Reduced |
| Samalin Investment Counsel, LLC | 1,980 | $235.2K | 0.10% | +1,980 | New |
| Wesbanco Bank Inc | 1,984 | $235.8K | 0.01% | +1,984 | New |
| Financial Perspectives, Inc | 2,000 | $237.7K | 0.08% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,013 | $239.2K | 0.16% | +2,013 | New |
| Cullen/Frost Bankers, Inc. | 2,017 | $239.7K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,019 | $239.9K | 0.01% | +2,019 | New |
| Capital Asset Advisory Services LLC | 2,032 | $241.5K | 0.01% | +2,032 | New |
| Values First Advisors, Inc. | 2,035 | $241.8K | 0.13% | +2,035 | New |
| Mosaic Family Wealth Partners, LLC | 2,040 | $242.4K | 0.04% | +2,040 | New |
| Johnson Investment Counsel Inc | 2,043 | $242.8K | 0.00% | −361−15.0% | Reduced |
| Saxony Capital Management, LLC | 2,054 | $244.0K | 0.22% | −522−20.3% | Reduced |
| Morningstar Investment Services LLC | 2,095 | $245.0K | 0.00% | +2,095 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,061 | $245.0K | 0.01% | +1,800+689.7% | Added |
| Empower Advisory Group, LLC | 2,075 | $246.6K | 0.00% | −1,078−34.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,083 | $247.5K | 0.06% | +2,083 | New |
| HBK Sorce Advisory LLC | 2,091 | $248.4K | 0.01% | +2,091 | New |
| Syon Capital LLC | 2,096 | $249.0K | 0.02% | +2,096 | New |
| Balboa Wealth Partners | 2,100 | $249.6K | 0.06% | +2,100 | New |
| Clayton Financial Group LLC | 2,102 | $249.8K | 0.09% | +2,102 | New |
| Moloney Securities Asset Management, LLC | 2,120 | $251.9K | 0.03% | −135−6.0% | Reduced |
| New Century Financial Group, LLC | 2,122 | $252.2K | 0.09% | +2,122 | New |
| Stiles Financial Services Inc | 2,127 | $252.8K | 0.09% | +2,127 | New |
| 44 Wealth Management LLC | 2,028 | $254.6K | 0.09% | +2,028 | New |
| Canandaigua National Bank & Trust Co | 2,150 | $255.5K | 0.02% | +2,150 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,170 | $256.6K | 0.14% | −412−16.0% | Reduced |
| Hunter Associates Investment Management LLC | 2,199 | $261.0K | 0.04% | +2,199 | New |
| Clarius Group, LLC | 2,204 | $261.1K | 0.02% | −136−5.8% | Reduced |
| Signal Advisors Wealth, LLC | 2,197 | $261.1K | 0.04% | +2,197 | New |
| Heritage Wealth Advisors | 2,222 | $264.0K | 0.01% | +1,722+344.4% | Added |
| BSW Wealth Partners | 2,222 | $264.1K | 0.04% | +2,222 | New |
| Mystic Asset Management, Inc. | 2,225 | $264.5K | 0.10% | +2,225 | New |
| Mayflower Financial Advisors, LLC | 2,256 | $268.1K | 0.04% | +22+1.0% | Added |
| Clark Capital Management Group, Inc. | 2,258 | $268.3K | 0.00% | +2,258 | New |
| Liberty Wealth Management LLC | 2,262 | $269.0K | 0.05% | +2,262 | New |
| Pinkerton Retirement Specialists, LLC | 2,268 | $269.5K | 0.04% | +2,268 | New |
| Ashton Thomas Private Wealth, LLC | 2,270 | $269.7K | 0.01% | +651+40.2% | Added |
| Dynamic Technology Lab Private Ltd | 2,278 | $271.0K | 0.03% | +2,278 | New |
| Ignite Planners, LLC | 2,284 | $271.4K | 0.06% | −289−11.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,300 | $273.0K | 0.06% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 2,300 | $273.3K | 0.10% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 2,303 | $273.6K | 0.09% | −230,948−99.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,305 | $273.9K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,317 | $275.4K | 0.04% | +10+0.4% | Added |
| Dakota Wealth Management | 2,318 | $275.4K | 0.01% | −19−0.8% | Reduced |
| StoneX Group Inc. | 2,333 | $277.9K | 0.02% | +2,333 | New |
| Bristlecone Advisors, LLC | 2,394 | $284.5K | 0.02% | −10−0.4% | Reduced |
| Nwam LLC | 2,436 | $289.5K | 0.02% | +2,436 | New |
| Fielder Capital Group LLC | 2,439 | $289.9K | 0.10% | +17+0.7% | Added |
| Duncan Williams Asset Management, LLC | 2,453 | $291.5K | 0.16% | +2,453 | New |
| Naples Global Advisors, LLC | 2,450 | $293.1K | 0.03% | −250−9.3% | Reduced |
| Mather Group, LLC. | 2,469 | $293.4K | 0.00% | −1,545−38.5% | Reduced |
| Insigneo Advisory Services, LLC | 2,471 | $293.6K | 0.03% | +26+1.1% | Added |
| Ausdal Financial Partners, Inc. | 2,494 | $296.3K | 0.03% | +206+9.0% | Added |
| Skopos Labs, Inc. | 2,527 | $300.3K | 0.10% | +2+0.1% | Added |
| Perennial Investment Advisors, LLC | 2,549 | $302.9K | 0.04% | +9+0.4% | Added |
| Kovack Advisors, Inc. | 2,555 | $303.7K | 0.03% | −269−9.5% | Reduced |
| Financial Advocates Investment Management | 2,576 | $306.1K | 0.02% | −47−1.8% | Reduced |
| Kestra Advisory Services, LLC | 2,580 | $306.5K | 0.00% | −70,570−96.5% | Reduced |
| Dynamic Advisor Solutions LLC | 2,589 | $307.6K | 0.01% | −160−5.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,596 | $308.4K | 0.05% | −1,584−37.9% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,600 | $309.0K | 0.26% | −900−25.7% | Reduced |
| Segment Wealth Management, LLC | 2,600 | $309.0K | 0.02% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 2,620 | $311.3K | 0.25% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,645 | $314.3K | 0.21% | −232−8.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,679 | $318.8K | 0.01% | +6+0.2% | Added |
| Aptus Capital Advisors, LLC | 2,693 | $320.0K | 0.00% | −7−0.3% | Reduced |
| Allen Investment Management LLC | 2,696 | $320.4K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 2,700 | $320.8K | 0.02% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,700 | $320.8K | 0.29% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,734 | $324.9K | 0.01% | −20−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 2,738 | $325.4K | 0.05% | +129+4.9% | Added |
| Jones Financial Companies LLLP | 2,808 | $327.8K | 0.00% | +2,177+345.0% | Added |
| Dark Forest Capital Management LP | 2,780 | $330.3K | 0.04% | +2,780 | New |
| Jordan Park Group LLC | 2,803 | $333.1K | 0.02% | +2,803 | New |
| Prospera Financial Services Inc | 2,808 | $333.8K | 0.01% | +285+11.3% | Added |
| Cooper Financial Group | 2,812 | $334.1K | 0.04% | −114−3.9% | Reduced |