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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 21,739 | $2.58M | 0.09% | −1,113−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,819 | $2.59M | 0.02% | −1,367−5.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,465 | $2.60M | 0.02% | +3,177+17.4% | Added |
| Dorsey Wright & Associates | 21,941 | $2.61M | 0.62% | +17,973+452.9% | Added |
| Cascade Investment Group, Inc. | 22,445 | $2.67M | 1.95% | −50−0.2% | Reduced |
| Argent Financial Group, Inc. | 22,639 | $2.69M | 0.32% | +22,639 | New |
| US Bancorp | 22,910 | $2.72M | 0.00% | −150−0.7% | Reduced |
| JustInvest LLC | 22,912 | $2.72M | 0.04% | +3,914+20.6% | Added |
| Bleakley Financial Group, LLC | 22,987 | $2.73M | 0.08% | +7,221+45.8% | Added |
| Pensionfund Sabic | 23,000 | $2.73M | 0.85% | −4,500−16.4% | Reduced |
| Benjamin Edwards Inc | 23,007 | $2.73M | 0.04% | +23,007 | New |
| B. Metzler seel. Sohn & Co. AG | 23,047 | $2.74M | 0.03% | −6,228−21.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 23,047 | $2.74M | 0.03% | +23,047 | New |
| Gulf International Bank (UK) Ltd | 23,075 | $2.74M | 0.07% | −817−3.4% | Reduced |
| Ancora Advisors, LLC | 23,141 | $2.75M | 0.06% | −1,173−4.8% | Reduced |
| Nomura Holdings Inc | 23,183 | $2.75M | 0.02% | +18,943+446.8% | Added |
| Fifth Third Bancorp | 23,710 | $2.82M | 0.01% | −2,526−9.6% | Reduced |
| Edgestream Partners, L.P. | 23,718 | $2.82M | 0.12% | −32,961−58.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 23,997 | $2.85M | 0.01% | −699−2.8% | Reduced |
| TFG Advisers LLC | 24,263 | $2.88M | 1.04% | +731+3.1% | Added |
| Madison Asset Management, LLC | 24,369 | $2.90M | 0.03% | −5,714−19.0% | Reduced |
| PFG Investments, LLC | 24,472 | $2.91M | 0.19% | −1,864−7.1% | Reduced |
| Gables Capital Management Inc. | 24,602 | $2.92M | 1.48% | −58−0.2% | Reduced |
| Ellsworth Advisors, LLC | 24,629 | $2.93M | 0.76% | +158+0.6% | Added |
| Davenport & Co LLC | 24,731 | $2.94M | 0.02% | −101−0.4% | Reduced |
| Green Alpha Advisors, LLC | 24,759 | $2.94M | 2.31% | −1,394−5.3% | Reduced |
| Sippican Capital Advisors | 24,817 | $2.95M | 2.06% | −1,870−7.0% | Reduced |
| Candriam Luxembourg S.C.A. | 25,036 | $2.97M | 0.02% | −1,044−4.0% | Reduced |
| Oregon Public Employees Retirement Fund | 25,059 | $2.98M | 0.06% | −90−0.4% | Reduced |
| Mackenzie Financial Corp | 25,149 | $2.99M | 0.00% | −96,796−79.4% | Reduced |
| Lee Danner & Bass Inc | 25,205 | $3.00M | 0.21% | +780+3.2% | Added |
| Norinchukin Bank, The | 25,288 | $3.00M | 0.07% | +1,573+6.6% | Added |
| Elo Mutual Pension Insurance Co | 25,876 | $3.07M | 0.07% | −2,828−9.9% | Reduced |
| Royal Fund Management, LLC | 26,026 | $3.10M | 0.22% | +12,186+88.0% | Added |
| Moody National Bank Trust Division | 26,115 | $3.10M | 0.33% | +6,786+35.1% | Added |
| Capital Investment Advisors, LLC | 26,387 | $3.14M | 0.06% | −644−2.4% | Reduced |
| CoreFirst Bank & Trust | 26,614 | $3.16M | 1.83% | −400−1.5% | Reduced |
| D.A. Davidson & Co. | 26,761 | $3.18M | 0.03% | −14,143−34.6% | Reduced |
| Tyler-Stone Wealth Management | 26,865 | $3.19M | 0.60% | +13,765+105.1% | Added |
| Nordea Investment Management AB | 27,276 | $3.20M | 0.00% | +1,203+4.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 27,197 | $3.23M | 0.01% | −2,918−9.7% | Reduced |
| Stock Yards Bank & Trust Co | 27,268 | $3.24M | 0.10% | −2,349−7.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,417 | $3.26M | 0.02% | +13,497+97.0% | Added |
| TD Waterhouse Canada Inc. | 27,778 | $3.28M | 0.03% | +18,515+199.9% | Added |
| AE Wealth Management LLC | 27,729 | $3.30M | 0.03% | +9,723+54.0% | Added |
| Morse Asset Management, Inc | 28,010 | $3.33M | 0.72% | −105−0.4% | Reduced |
| Centiva Capital, LP | 28,126 | $3.34M | 0.15% | +28,126 | New |
| Entropy Technologies, LP | 28,542 | $3.39M | 0.36% | +20,846+270.9% | Added |
| RPg Family Wealth Advisory, LLC | 28,826 | $3.45M | 1.11% | −10,687−27.0% | Reduced |
| Cerity Partners LLC | 29,362 | $3.49M | 0.01% | +9,442+47.4% | Added |
| CHB Investment Group, LLC | 29,421 | $3.50M | 1.85% | +29,421 | New |
| Sage Capital Management, LLC | 30,031 | $3.57M | 1.71% | +114+0.4% | Added |
| Public Employees Retirement Association of Colorado | 30,171 | $3.58M | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 30,474 | $3.62M | 0.97% | −30,334−49.9% | Reduced |
| International Assets Investment Management, LLC | 448,644 | $3.78M | 0.02% | +445,207+12,953.4% | Added |
| Warren Averett Asset Management, LLC | 32,069 | $3.81M | 0.07% | −1,255−3.8% | Reduced |
| Ethic Inc. | 47,736 | $3.83M | 0.10% | −10,176−17.6% | Reduced |
| Terra Nova Asset Management LLC | 32,684 | $3.88M | 2.88% | +275+0.8% | Added |
| Natixis | 32,900 | $3.91M | 0.02% | +26,354+402.6% | Added |
| Smithfield Trust Co | 33,011 | $3.92M | 0.19% | −242−0.7% | Reduced |
| Colony Group, LLC | 33,053 | $3.93M | 0.01% | −87,959−72.7% | Reduced |
| Bessemer Group Inc | 33,311 | $3.96M | 0.01% | +27,157+441.3% | Added |
| Siemens Fonds Invest GmbH | 33,532 | $3.98M | 0.32% | −4,464−11.7% | Reduced |
| Pacitti Group Inc. | 33,483 | $4.00M | 1.89% | −457−1.3% | Reduced |
| Squarepoint Ops LLC | 33,961 | $4.04M | 0.01% | +26,018+327.6% | Added |
| Hourglass Capital, LLC | 34,280 | $4.07M | 1.13% | −24,690−41.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 34,450 | $4.09M | 0.06% | +10,350+42.9% | Added |
| Steward Partners Investment Advisory, LLC | 34,755 | $4.13M | 0.04% | +11,783+51.3% | Added |
| Pathstone Holdings, LLC | 34,705 | $4.13M | 0.02% | −950−2.7% | Reduced |
| Chapin Davis, Inc. | 34,819 | $4.14M | 1.34% | +34,819 | New |
| Cyndeo Wealth Partners, LLC | 35,087 | $4.17M | 0.29% | +1,354+4.0% | Added |
| GSI Capital Advisors LLC | 35,225 | $4.19M | 2.10% | +35,225 | New |
| SG Americas Securities, LLC | 35,228 | $4.19M | 0.02% | −84,458−70.6% | Reduced |
| Mutual of America Capital Management LLC | 36,120 | $4.29M | 0.05% | −850−2.3% | Reduced |
| CoreCap Advisors, LLC | 36,410 | $4.33M | 0.20% | +8,317+29.6% | Added |
| Laurion Capital Management LP | 36,680 | $4.36M | 0.28% | +36,680 | New |
| Investment Management Corp of Ontario | 36,712 | $4.36M | 0.10% | −730−1.9% | Reduced |
| Achmea Investment Management B.V. | 37,023 | $4.40M | 0.07% | +5,537+17.6% | Added |
| Bank of Nova Scotia | 37,528 | $4.46M | 0.01% | +7,004+22.9% | Added |
| Alberta Investment Management Corp | 38,200 | $4.54M | 0.04% | +11,900+45.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,484 | $4.57M | 0.05% | +38,484 | New |
| Spirit of America Management Corp | 38,500 | $4.57M | 0.91% | +2,750+7.7% | Added |
| ING Groep NV | 39,231 | $4.66M | 0.03% | −214−0.5% | Reduced |
| GWM Advisors LLC | 39,364 | $4.68M | 0.03% | −4,676−10.6% | Reduced |
| Courier Capital LLC | 39,729 | $4.72M | 0.32% | +2,026+5.4% | Added |
| Independent Advisor Alliance | 39,849 | $4.74M | 0.17% | −9,338−19.0% | Reduced |
| Shelton Capital Management | 40,371 | $4.80M | 0.12% | +13,000+47.5% | Added |
| Umb Bank N A | 40,540 | $4.82M | 0.07% | −373−0.9% | Reduced |
| Shell Asset Management Co | 40,751 | $4.84M | 0.21% | +40,751 | New |
| Concentric Capital Strategies, LP | 40,960 | $4.87M | 0.31% | +40,960 | New |
| Rafferty Asset Management, LLC | 41,695 | $4.95M | 0.02% | +1,226+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 41,937 | $4.98M | 0.01% | −71,761−63.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 42,774 | $4.99M | 0.02% | −3,297−7.2% | Reduced |
| Holderness Investments Co | 43,008 | $5.11M | 1.12% | −94−0.2% | Reduced |
| CIBC Asset Management Inc | 43,015 | $5.11M | 0.02% | +3,306+8.3% | Added |
| Polar Asset Management Partners Inc. | 43,200 | $5.13M | 0.12% | −42,300−49.5% | Reduced |
| Voloridge Investment Management, LLC | 43,265 | $5.14M | 0.02% | −704,682−94.2% | Reduced |
| Trinity Legacy Partners, LLC | 42,430 | $5.14M | 1.32% | −12,440−22.7% | Reduced |
| Vectors Research Management, LLC | 43,432 | $5.16M | 1.56% | +1,780+4.3% | Added |
| New York Life Investment Management LLC | 43,596 | $5.18M | 0.05% | −1,320−2.9% | Reduced |