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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 2,812 | $334.2K | 0.02% | +158+6.0% | Added |
| Channel Wealth LLC | 2,818 | $334.9K | 0.11% | −82−2.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,826 | $335.8K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 2,835 | $336.9K | 0.04% | −400−12.4% | Reduced |
| Schmidt P J Investment Management Inc | 2,860 | $339.9K | 0.06% | +100+3.6% | Added |
| Schechter Investment Advisors, LLC | 2,913 | $346.2K | 0.03% | −15−0.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,916 | $346.6K | 0.05% | +27+0.9% | Added |
| Charter Oak Capital Management, LLC | 2,920 | $347.0K | 0.03% | +5+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 2,928 | $347.9K | 0.02% | −52−1.7% | Reduced |
| Capital City Trust Co | 2,940 | $349.4K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,971 | $353.0K | 0.01% | −114−3.7% | Reduced |
| IMA Wealth, Inc. | 2,954 | $353.1K | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,990 | $355.3K | 0.01% | +52+1.8% | Added |
| Apriem Advisors | 3,000 | $356.5K | 0.04% | −200−6.3% | Reduced |
| Change Path, LLC | 3,010 | $357.7K | 0.01% | +3,010 | New |
| Whittier Trust Co | 3,013 | $358.0K | 0.00% | −1,864−38.2% | Reduced |
| Wedmont Private Capital | 3,077 | $359.3K | 0.02% | +473+18.2% | Added |
| Aristeia Capital LLC | 3,038 | $361.0K | 0.01% | +3,038 | New |
| Clean Yield Group | 3,042 | $361.5K | 0.11% | +42+1.4% | Added |
| Cigna Investments Inc | 3,043 | $362.0K | 0.06% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,050 | $362.4K | 0.10% | −208−6.4% | Reduced |
| Evergreen Capital Management LLC | 3,034 | $362.7K | 0.01% | +167+5.8% | Added |
| American Investment Services, Inc. | 3,103 | $368.7K | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,131 | $372.1K | 0.01% | +45+1.5% | Added |
| Sovereign Financial Group, Inc. | 3,142 | $373.4K | 0.09% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,147 | $373.9K | 0.02% | −148−4.5% | Reduced |
| Twelve Points Wealth Management LLC | 3,152 | $374.6K | 0.12% | −39,858−92.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,174 | $377.2K | 0.05% | −38−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 3,186 | $378.6K | 0.01% | +3,186 | New |
| Strategic Wealth Partners, Ltd. | 3,210 | $381.4K | 0.04% | −1,960−37.9% | Reduced |
| Private Trust Co NA | 3,226 | $383.3K | 0.04% | +68+2.2% | Added |
| TrinityPoint Wealth, LLC | 3,238 | $384.7K | 0.06% | +32+1.0% | Added |
| Howland Capital Management LLC | 3,279 | $392.0K | 0.02% | −927−22.0% | Reduced |
| Jacobi Capital Management LLC | 3,300 | $392.2K | 0.03% | +3+0.1% | Added |
| Advisors Management Group Inc | 3,309 | $393.0K | 0.09% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,330 | $395.7K | 0.03% | −16,587−83.3% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $398.1K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,388 | $402.6K | 0.00% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,373 | $403.2K | 0.03% | +96+2.9% | Added |
| Oak Thistle LLC | 3,421 | $406.5K | 0.13% | +3,421 | New |
| Beaumont Financial Advisors, LLC | 3,441 | $408.9K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,441 | $408.9K | 0.01% | +3,441 | New |
| Lokken Investment Group LLC | 3,474 | $412.8K | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,481 | $413.6K | 0.01% | +1,110+46.8% | Added |
| Buckingham Capital Management, Inc. | 3,483 | $413.9K | 0.05% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $416.0K | 0.03% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,526 | $419.0K | 0.09% | −30−0.8% | Reduced |
| TRUE Private Wealth Advisors | 3,532 | $419.7K | 0.05% | −677−16.1% | Reduced |
| Wolverine Trading, LLC | 3,622 | $422.8K | 0.01% | −7,089−66.2% | Reduced |
| IFP Advisors, Inc | 3,565 | $423.6K | 0.02% | +448+14.4% | Added |
| Marex Group plc | 3,578 | $425.2K | 0.01% | −68,522−95.0% | Reduced |
| Curbstone Financial Management Corp | 3,590 | $426.6K | 0.09% | +3,590 | New |
| Panagora Asset Management Inc | 3,593 | $427.0K | 0.00% | −6−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 3,636 | $432.1K | 0.01% | +3,564+4,950.0% | Added |
| Onyx Bridge Wealth Group LLC | 3,644 | $433.0K | 0.07% | −234−6.0% | Reduced |
| Somerset Trust Co | 3,645 | $433.1K | 0.16% | −97−2.6% | Reduced |
| Good Life Advisors, LLC | 3,646 | $433.3K | 0.03% | +1,352+58.9% | Added |
| Capital Wealth Planning, LLC | 3,655 | $434.3K | 0.00% | +3,655 | New |
| Chicago Partners Investment Group LLC | 3,478 | $436.6K | 0.02% | +191+5.8% | Added |
| E&G Advisors, LP | 3,700 | $439.7K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,705 | $440.4K | 0.01% | +488+15.2% | Added |
| Destination Wealth Management | 3,707 | $440.4K | 0.01% | +761+25.8% | Added |
| Foster & Motley Inc | 3,720 | $442.0K | 0.03% | −897−19.4% | Reduced |
| Strategic Blueprint, LLC | 3,720 | $442.0K | 0.03% | −13−0.3% | Reduced |
| Huntington National Bank | 3,730 | $443.2K | 0.00% | −118−3.1% | Reduced |
| Crown Wealth Group, LLC | 3,746 | $445.1K | 0.19% | −615−14.1% | Reduced |
| OneAscent Wealth Management LLC | 3,765 | $450.0K | 0.17% | +176+4.9% | Added |
| GAMMA Investing LLC | 3,794 | $450.8K | 0.04% | +815+27.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $451.6K | 0.05% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 3,806 | $452.3K | 0.30% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,814 | $453.2K | 0.01% | −391−9.3% | Reduced |
| Vident Advisory, LLC | 3,820 | $453.9K | 0.01% | +667+21.2% | Added |
| Sienna Gestion | 3,844 | $455.7K | 0.03% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 3,848 | $457.3K | 0.28% | +27+0.7% | Added |
| Cetera Trust Company, N.A | 3,850 | $457.5K | 0.28% | −200−4.9% | Reduced |
| Prestige Wealth Management Group LLC | 3,846 | $459.8K | 0.10% | +3,712+2,770.1% | Added |
| Aire Advisors, LLC | 3,873 | $460.3K | 0.10% | +25+0.6% | Added |
| Ameritas Advisory Services, LLC | 3,878 | $460.8K | 0.02% | −67−1.7% | Reduced |
| LMR Partners LLP | 3,886 | $461.8K | 0.01% | −12,241−75.9% | Reduced |
| Cornerstone Wealth Group, LLC | 3,888 | $462.0K | 0.04% | +4+0.1% | Added |
| Abn Amro Investment Solutions | 3,901 | $463.6K | 0.01% | +3,901 | New |
| Park National Corp | 3,905 | $464.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,891 | $465.2K | 0.05% | −253−6.1% | Reduced |
| Core Wealth Partners LLC | 3,917 | $465.4K | 0.28% | +12+0.3% | Added |
| Moneta Group Investment Advisors LLC | 3,921 | $465.9K | 0.01% | +250+6.8% | Added |
| Southland Equity Partners LLC | 3,932 | $467.2K | 0.11% | −889−18.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,956 | $470.0K | 0.14% | +96+2.5% | Added |
| Horizon Investments, LLC | 3,980 | $472.9K | 0.01% | −558−12.3% | Reduced |
| Citizens Business Bank | 4,000 | $475.3K | 0.10% | 00.0% | Unchanged |
| Sachetta, LLC | 4,022 | $478.1K | 0.19% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 4,035 | $479.0K | 0.22% | +775+23.8% | Added |
| Trustmark National Bank Trust Department | 4,041 | $480.2K | 0.04% | −184−4.4% | Reduced |
| Advisors Capital Management, LLC | 4,067 | $483.0K | 0.01% | +23+0.6% | Added |
| Fayez Sarofim & Co | 4,080 | $484.8K | 0.00% | −637−13.5% | Reduced |
| Bogart Wealth, LLC | 4,083 | $485.2K | 0.02% | −75−1.8% | Reduced |
| Disciplined Equity Management, Inc. | 4,085 | $485.4K | 0.31% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,119 | $489.4K | 0.03% | +10.0% | Added |
| Richard W. Paul & Associates, LLC | 4,125 | $490.2K | 0.18% | −205−4.7% | Reduced |
| Kavar Capital Partners Group, LLC | 4,150 | $493.1K | 0.08% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,162 | $494.6K | 0.00% | +773+22.8% | Added |