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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 11,496 | $1.37M | 0.11% | +1,126+10.9% | Added |
| Savoie Capital LLC | 11,545 | $1.37M | 0.17% | +11,545 | New |
| One Charles Private Wealth Services, LLC | 11,641 | $1.38M | 0.53% | +222+1.9% | Added |
| Chesley Taft & Associates LLC | 11,700 | $1.39M | 0.07% | −1,675−12.5% | Reduced |
| Hancock Whitney Corp | 11,704 | $1.39M | 0.04% | −20.0% | Reduced |
| Guardian Asset Advisors, LLC | 11,764 | $1.40M | 0.95% | −167−1.4% | Reduced |
| Delta Capital Management LLC | 11,810 | $1.40M | 0.81% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 11,810 | $1.40M | 0.30% | +10,905+1,205.0% | Added |
| Focus Financial Network, Inc. | 11,794 | $1.41M | 0.06% | +32+0.3% | Added |
| Flputnam Investment Management Co | 11,886 | $1.41M | 0.03% | +891+8.1% | Added |
| Segall Bryant & Hamill, LLC | 12,009 | $1.43M | 0.02% | +12,009 | New |
| IHT Wealth Management, LLC | 12,101 | $1.44M | 0.04% | +2,479+25.8% | Added |
| E. Ohman J:or Asset Management AB | 12,153 | $1.44M | 0.04% | −1,100−8.3% | Reduced |
| Diversified Trust Co | 12,168 | $1.45M | 0.04% | +7,270+148.4% | Added |
| HM Payson & Co | 12,261 | $1.46M | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 12,282 | $1.46M | 0.75% | −48−0.4% | Reduced |
| NEOS Investment Management LLC | 12,297 | $1.46M | 0.04% | +2,436+24.7% | Added |
| Wealthcare Advisory Partners LLC | 12,431 | $1.48M | 0.04% | +213+1.7% | Added |
| Brown Advisory Inc | 12,561 | $1.49M | 0.00% | +1,590+14.5% | Added |
| Kinneret Advisory, LLC | 12,512 | $1.50M | 0.14% | −164−1.3% | Reduced |
| Principal Securities, Inc. | 12,680 | $1.51M | 0.04% | +396+3.2% | Added |
| Pathway Financial Advisers, LLC | 12,725 | $1.51M | 0.68% | −2,841−18.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,741 | $1.51M | 0.06% | −474−3.6% | Reduced |
| Proequities, Inc. | 12,671 | $1.51M | 0.09% | +201+1.6% | Added |
| WealthBridge Capital Management, LLC | 12,859 | $1.53M | 0.44% | +305+2.4% | Added |
| MAI Capital Management | 12,867 | $1.53M | 0.01% | −937−6.8% | Reduced |
| Crescent Grove Advisors, LLC | 12,843 | $1.54M | 0.16% | +571+4.7% | Added |
| Spire Wealth Management | 13,069 | $1.55M | 0.05% | +2,319+21.6% | Added |
| Axxcess Wealth Management, LLC | 13,205 | $1.57M | 0.04% | +1,566+13.5% | Added |
| Kestra Private Wealth Services, LLC | 13,211 | $1.58M | 0.03% | −1,012−7.1% | Reduced |
| Widmann Financial Services, Inc. | 13,364 | $1.59M | 1.20% | −100−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,469 | $1.60M | 0.10% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,482 | $1.60M | 0.03% | +414+3.2% | Added |
| Genesee Capital Advisors, LLC | 13,483 | $1.60M | 0.77% | −2,800−17.2% | Reduced |
| Coppell Advisory Solutions LLC | 13,760 | $1.61M | 0.24% | −1,106−7.4% | Reduced |
| Delphi Management Inc | 13,618 | $1.62M | 1.47% | −8,619−38.8% | Reduced |
| Metis Global Partners, LLC | 13,700 | $1.63M | 0.05% | −1,020−6.9% | Reduced |
| EP Wealth Advisors, LLC | 13,797 | $1.64M | 0.01% | −761−5.2% | Reduced |
| Independent Financial Group, LLC | 13,949 | $1.66M | 0.06% | +3,249+30.4% | Added |
| Reik & Co., LLC | 14,080 | $1.67M | 0.40% | 00.0% | Unchanged |
| Herbst Group, LLC | 14,200 | $1.69M | 1.05% | +700+5.2% | Added |
| Truvestments Capital LLC | 14,273 | $1.70M | 0.45% | −1,104−7.2% | Reduced |
| Schroder Investment Management Group | 14,544 | $1.70M | 0.00% | −53−0.4% | Reduced |
| New Mexico Educational Retirement Board | 14,340 | $1.70M | 0.06% | −400−2.7% | Reduced |
| Roman Butler Fullerton & Co | 13,980 | $1.71M | 0.51% | +15+0.1% | Added |
| Denali Advisors LLC | 14,505 | $1.72M | 0.19% | +14,505 | New |
| Beacon Financial Advisory LLC | 14,583 | $1.73M | 0.59% | −299−2.0% | Reduced |
| RFG Advisory, LLC | 14,731 | $1.75M | 0.05% | +220+1.5% | Added |
| Community Bank of Raymore | 14,815 | $1.76M | 1.33% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 14,955 | $1.78M | 0.01% | −29,054−66.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,164 | $1.80M | 0.03% | +3,016+24.8% | Added |
| Park Avenue Securities LLC | 15,440 | $1.83M | 0.02% | −4,664−23.2% | Reduced |
| National Asset Management, Inc. | 15,494 | $1.84M | 0.05% | −14,334−48.1% | Reduced |
| Tower Research Capital LLC (TRC) | 15,560 | $1.85M | 0.05% | −4,992−24.3% | Reduced |
| Quantinno Capital Management LP | 15,579 | $1.85M | 0.02% | +3,849+32.8% | Added |
| RSM US Wealth Management LLC | 15,804 | $1.88M | 0.03% | +670+4.4% | Added |
| Redhawk Wealth Advisors, Inc. | 15,904 | $1.89M | 0.27% | +1,962+14.1% | Added |
| Inspire Trust Co, N.A. | 16,000 | $1.90M | 0.52% | −559−3.4% | Reduced |
| Ossiam | 16,074 | $1.91M | 0.04% | −1,673−9.4% | Reduced |
| Securian Asset Management, Inc | 16,197 | $1.92M | 0.06% | −592−3.5% | Reduced |
| Trust Investment Advisors | 16,303 | $1.94M | 1.23% | −2,606−13.8% | Reduced |
| Rakuten Investment Management, Inc. | 16,618 | $1.94M | 0.01% | +4,138+33.2% | Added |
| Louisiana State Employees Retirement System | 16,500 | $1.96M | 0.04% | −100−0.6% | Reduced |
| Zacks Investment Management | 16,619 | $1.97M | 0.02% | −788−4.5% | Reduced |
| Maryland State Retirement & Pension System | 16,670 | $1.98M | 0.04% | −5,438−24.6% | Reduced |
| Claro Advisors LLC | 16,717 | $1.99M | 0.26% | +103+0.6% | Added |
| Cubist Systematic Strategies, LLC | 16,978 | $2.02M | 0.03% | +16,978 | New |
| Three Seasons Wealth, LLC | 16,924 | $2.02M | 1.06% | +16,924 | New |
| King Luther Capital Management Corp | 17,211 | $2.05M | 0.01% | −304−1.7% | Reduced |
| Brookfield Asset Management Inc. | 17,305 | $2.06M | 0.01% | −148,221−89.5% | Reduced |
| Symphony Financial, Ltd. Co. | 17,569 | $2.08M | 0.34% | +1,128+6.9% | Added |
| Creekmur Asset Management LLC | 17,485 | $2.08M | 0.49% | +1,255+7.7% | Added |
| Naviter Wealth, LLC | 17,485 | $2.09M | 0.29% | −1,600−8.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,827 | $2.12M | 0.05% | −487−2.7% | Reduced |
| Harvest Fund Management Co., Ltd | 17,988 | $2.14M | 0.13% | +7,122+65.5% | Added |
| Highline Wealth Partners LLC | 18,387 | $2.18M | 0.73% | −143−0.8% | Reduced |
| SpiderRock Advisors, LLC | 18,499 | $2.20M | 0.05% | −2,853−13.4% | Reduced |
| Ieq Capital, LLC | 18,579 | $2.21M | 0.03% | +1,129+6.5% | Added |
| Hartford Investment Management Co | 18,635 | $2.21M | 0.07% | −219−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 18,725 | $2.23M | 0.03% | −4,521−19.4% | Reduced |
| Venture Visionary Partners LLC | 18,784 | $2.23M | 0.10% | −4,234−18.4% | Reduced |
| HighPoint Advisor Group LLC | 18,527 | $2.24M | 0.13% | +240+1.3% | Added |
| Mizuho Securities USA LLC | 19,021 | $2.26M | 0.05% | −3,582−15.8% | Reduced |
| F/M Investments LLC | 19,128 | $2.27M | 0.08% | −2,132−10.0% | Reduced |
| Oppenheimer & Co Inc | 19,192 | $2.28M | 0.03% | +5,086+36.1% | Added |
| Apollon Wealth Management, LLC | 19,342 | $2.30M | 0.06% | −2,967−13.3% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $2.34M | 0.21% | 00.0% | Unchanged |
| Commerce Bank | 19,776 | $2.35M | 0.01% | −5,773−22.6% | Reduced |
| Advisory Services Network, LLC | 26,721 | $2.39M | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 20,435 | $2.43M | 0.07% | −1,654−7.5% | Reduced |
| Atria Investments LLC | 20,446 | $2.43M | 0.03% | −2,670−11.6% | Reduced |
| Illinois Municipal Retirement Fund | 20,469 | $2.43M | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 20,536 | $2.44M | 0.03% | +14,737+254.1% | Added |
| Safe Harbor Fiduciary, LLC | 20,549 | $2.44M | 2.29% | +20,549 | New |
| Wolverine Asset Management LLC | 20,882 | $2.48M | 0.04% | −9,839−32.0% | Reduced |
| DoubleLine ETF Adviser LP | 20,950 | $2.49M | 0.61% | +20,950 | New |
| Corrado Advisors, LLC | 21,377 | $2.54M | 1.59% | −989−4.4% | Reduced |
| KCM Investment Advisors LLC | 21,558 | $2.56M | 0.09% | −600−2.7% | Reduced |
| Swiss Life Asset Management Ltd | 21,674 | $2.57M | 0.03% | +8,408+63.4% | Added |
| Fiduciary Trust Co | 21,722 | $2.58M | 0.04% | −20−0.1% | Reduced |