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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 4,205 | $499.7K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,220 | $501.5K | 0.01% | +1,265+42.8% | Added |
| Keystone Financial Group | 4,221 | $501.5K | 0.06% | +1,370+48.1% | Added |
| L.M. Kohn & Company | 4,242 | $504.1K | 0.13% | −245−5.5% | Reduced |
| NCP Inc. | 4,259 | $506.0K | 0.29% | +21+0.5% | Added |
| Atomi Financial Group, Inc. | 4,276 | $508.2K | 0.03% | +396+10.2% | Added |
| Raleigh Capital Management Inc. | 4,303 | $511.3K | 0.20% | +107+2.6% | Added |
| Sculati Wealth Management, LLC | 4,320 | $513.3K | 0.20% | −550−11.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,322 | $513.6K | 0.37% | +4,322 | New |
| Armstrong Advisory Group, Inc | 4,335 | $515.1K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,338 | $515.5K | 0.01% | +160+3.8% | Added |
| Stephens Inc | 4,360 | $518.1K | 0.01% | +3+0.1% | Added |
| Koshinski Asset Management, Inc. | 4,370 | $519.3K | 0.04% | +34+0.8% | Added |
| Edmp, Inc. | 4,387 | $521.3K | 0.43% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 4,398 | $522.6K | 0.05% | +354+8.8% | Added |
| Summit Financial, LLC | 4,391 | $524.9K | 0.02% | +204+4.9% | Added |
| Jackson Creek Investment Advisors LLC | 4,455 | $529.0K | 0.16% | +4,455 | New |
| LifePro Asset Management | 4,458 | $529.7K | 0.32% | +3+0.1% | Added |
| Private Portfolio Partners LLC | 4,480 | $532.4K | 0.10% | +4,480 | New |
| Scotia Capital Inc. | 4,492 | $533.9K | 0.00% | −29−0.6% | Reduced |
| Vontobel Holding Ltd. | 4,500 | $534.7K | 0.00% | +4,500 | New |
| Teamwork Financial Advisors, LLC | 4,502 | $535.0K | 0.07% | −202−4.3% | Reduced |
| Welch Group, LLC | 4,531 | $538.4K | 0.02% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 4,538 | $539.3K | 0.22% | −195−4.1% | Reduced |
| Goldstone Financial Group, LLC | 4,548 | $540.5K | 0.09% | −88−1.9% | Reduced |
| True Vision MN LLC | 4,546 | $543.5K | 0.33% | +485+11.9% | Added |
| Sigma Planning Corp | 4,601 | $546.8K | 0.02% | −736−13.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,645 | $552.0K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,664 | $554.2K | 0.02% | +4,664 | New |
| Qtron Investments LLC | 4,685 | $556.7K | 0.08% | −4,300−47.9% | Reduced |
| Intrua Financial, LLC | 4,691 | $557.5K | 0.09% | +388+9.0% | Added |
| High Net Worth Advisory Group LLC | 4,692 | $557.6K | 0.16% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 4,731 | $562.2K | 0.21% | +4,731 | New |
| CX Institutional | 4,773 | $567.2K | 0.03% | +29+0.6% | Added |
| Summit Trail Advisors, LLC | 4,777 | $571.0K | 0.01% | +4,777 | New |
| SFG Wealth Management, LLC. | 4,822 | $573.0K | 0.30% | +20.0% | Added |
| Financial Management Professionals, Inc. | 4,845 | $576.0K | 0.07% | +71+1.5% | Added |
| Jefferies Financial Group Inc. | 4,909 | $583.3K | 0.01% | −364−6.9% | Reduced |
| Texas Yale Capital Corp. | 4,925 | $585.2K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,987 | $592.6K | 0.02% | −59,966−92.3% | Reduced |
| West Wealth Group, LLC | 5,000 | $594.1K | 0.19% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 5,007 | $595.0K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,013 | $595.7K | 0.08% | −103−2.0% | Reduced |
| NorthStar Asset Management LLC | 5,024 | $597.0K | 0.40% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,049 | $604.6K | 0.02% | +1,051+26.3% | Added |
| NBC Securities, Inc. | 5,113 | $607.0K | 0.05% | −280−5.2% | Reduced |
| ClearAlpha Technologies LP | 5,128 | $609.4K | 0.26% | +5,128 | New |
| Coastline Trust Co | 5,147 | $611.6K | 0.07% | −97−1.8% | Reduced |
| Valued Retirements, Inc. | 5,198 | $617.7K | 0.85% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,203 | $618.3K | 0.02% | +962+22.7% | Added |
| Secure Asset Management, LLC | 5,231 | $621.6K | 0.11% | +196+3.9% | Added |
| American Assets Capital Advisers, LLC | 5,318 | $631.9K | 0.19% | −67,216−92.7% | Reduced |
| Augustine Asset Management Inc | 5,324 | $632.7K | 0.22% | +10+0.2% | Added |
| Ballentine Partners, LLC | 5,393 | $640.9K | 0.01% | +779+16.9% | Added |
| Golden State Equity Partners | 5,415 | $643.5K | 0.10% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5,477 | $650.9K | 0.34% | +263+5.0% | Added |
| Gateway Advisory, LLC | 5,479 | $651.1K | 0.10% | +5,479 | New |
| ORG Partners LLC | 5,603 | $666.0K | 0.11% | +3,994+248.2% | Added |
| Catalyst Funds Management Pty Ltd | 5,648 | $671.2K | 0.15% | +5,648 | New |
| Kapstone Financial Advisors LLC | 5,788 | $675.6K | 0.41% | 00.0% | Unchanged |
| Davis R M Inc | 5,686 | $675.7K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,662 | $676.7K | 0.22% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,740 | $679.0K | 0.06% | −2,155−27.3% | Reduced |
| Caldwell Investment Management Ltd. | 5,900 | $688.4K | 0.48% | +5,900 | New |
| Kingsview Wealth Management, LLC | 5,833 | $693.1K | 0.01% | −634−9.8% | Reduced |
| Essex Savings Bank | 5,859 | $696.2K | 0.17% | −55−0.9% | Reduced |
| GTS Securities LLC | 5,886 | $699.4K | 0.01% | +5,886 | New |
| Retireful, LLC | 5,891 | $700.0K | 0.52% | +5,891 | New |
| Wambolt & Associates, LLC | 5,966 | $705.4K | 0.19% | −3,449−36.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,986 | $711.4K | 0.01% | +89+1.5% | Added |
| Signaturefd, LLC | 6,026 | $716.1K | 0.01% | +677+12.7% | Added |
| Estabrook Capital Management | 6,037 | $717.4K | 0.11% | −200−3.2% | Reduced |
| EWG Elevate Inc. | 6,062 | $720.4K | 0.29% | −803−11.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,075 | $721.9K | 0.22% | +75+1.3% | Added |
| Keybank National Association | 6,111 | $726.2K | 0.00% | +526+9.4% | Added |
| DCM Advisors, LLC | 6,144 | $730.1K | 0.37% | −552−8.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,166 | $732.7K | 0.03% | −228−3.6% | Reduced |
| Concurrent Investment Advisors, LLC | 6,175 | $733.8K | 0.02% | −1,996−24.4% | Reduced |
| Nations Financial Group Inc, | 6,200 | $736.8K | 0.05% | +2,801+82.4% | Added |
| NorthRock Partners, LLC | 6,227 | $742.4K | 0.02% | −1,170−15.8% | Reduced |
| Fidelis Capital Partners, LLC | 5,935 | $745.1K | 0.09% | +3,821+180.7% | Added |
| Perpetual Ltd | 6,290 | $747.4K | 0.01% | −6,690−51.5% | Reduced |
| Raymond James Trust N.A. | 6,293 | $747.8K | 0.02% | −276−4.2% | Reduced |
| SeaCrest Wealth Management, LLC | 6,386 | $758.8K | 0.08% | −714−10.1% | Reduced |
| Sheets Smith Wealth Management | 6,410 | $761.7K | 0.09% | −50−0.8% | Reduced |
| Accuvest Global Advisors | 6,473 | $769.2K | 0.66% | +6,473 | New |
| Catalytic Wealth RIA, LLC | 6,530 | $776.0K | 0.14% | −11,254−63.3% | Reduced |
| Centaurus Financial, Inc. | 6,557 | $779.0K | 0.05% | −154−2.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,649 | $790.1K | 0.16% | −920−12.2% | Reduced |
| Quadcap Wealth Management, LLC | 6,689 | $794.9K | 0.12% | +74+1.1% | Added |
| V-Square Quantitative Management LLC | 6,805 | $808.6K | 0.12% | +37+0.5% | Added |
| Glenmede Trust Co NA | 6,813 | $809.6K | 0.00% | +7+0.1% | Added |
| Bramshill Investments, LLC | 6,813 | $809.6K | 0.09% | −4,215−38.2% | Reduced |
| Washington Trust Co | 6,886 | $818.3K | 0.03% | −125−1.8% | Reduced |
| Friedenthal Financial | 6,931 | $823.6K | 0.48% | +6,931 | New |
| Ellevest, Inc. | 7,002 | $832.0K | 0.05% | +525+8.1% | Added |
| Verdence Capital Advisors LLC | 7,030 | $835.3K | 0.07% | +2,726+63.3% | Added |
| Bryn Mawr Trust Co | 7,047 | $837.4K | 0.02% | +7,047 | New |
| Balyasny Asset Management LLC | 7,054 | $838.2K | 0.00% | −13,395−65.5% | Reduced |
| Coldstream Capital Management Inc | 7,105 | $842.9K | 0.02% | +497+7.5% | Added |