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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 1,162 | $138.1K | 0.01% | −469−28.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,149 | $137.3K | 0.02% | +5+0.4% | Added |
| TSFG, LLC | 1,124 | $134.0K | 0.03% | +1,124 | New |
| First Command Advisory Services, Inc. | 1,100 | $130.7K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,087 | $129.2K | 0.10% | +256+30.8% | Added |
| Thompson Investment Management, Inc. | 1,064 | $126.4K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,049 | $125.4K | 0.01% | −1,200−53.4% | Reduced |
| Lindbrook Capital, LLC | 1,032 | $122.6K | 0.01% | +125+13.8% | Added |
| Sittner & Nelson, LLC | 1,026 | $122.0K | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,007 | $119.0K | 0.00% | −1,117−52.6% | Reduced |
| Princeton Global Asset Management LLC | 1,000 | $118.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $118.8K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 967 | $114.9K | 0.00% | +15+1.6% | Added |
| Rothschild Investment LLC | 964 | $114.6K | 0.01% | +29+3.1% | Added |
| JFS Wealth Advisors, LLC | 956 | $113.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 920 | $109.3K | 0.01% | +1+0.1% | Added |
| Sandy Spring Bank | 917 | $109.1K | 0.00% | −14−1.5% | Reduced |
| Avion Wealth | 912 | $108.0K | 0.03% | −114−11.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $104.6K | 0.04% | +180+25.7% | Added |
| Loomis Sayles & Co L P | 872 | $104.0K | 0.00% | +846+3,253.8% | Added |
| Sunbelt Securities, Inc. | 864 | $102.7K | 0.01% | +343+65.8% | Added |
| Bay Harbor Wealth Management, LLC | 847 | $101.3K | 0.03% | −43−4.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 841 | $99.9K | 0.00% | −3,515−80.7% | Reduced |
| ORG Wealth Partners, LLC | 826 | $98.2K | 0.03% | +826 | New |
| Cromwell Holdings LLC | 811 | $97.0K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 795 | $94.5K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 775 | $92.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $89.1K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 747 | $88.8K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 735 | $87.3K | 0.00% | +735 | New |
| Walleye Capital LLC | 730 | $86.7K | 0.00% | +730 | New |
| Halpern Financial, Inc. | 724 | $86.4K | 0.02% | −137−15.9% | Reduced |
| True Wealth Design, LLC | 719 | $85.4K | 0.03% | +5+0.7% | Added |
| Optiver Holding B.V. | 687 | $81.6K | 0.00% | +687 | New |
| Tobam | 679 | $81.0K | 0.01% | +679 | New |
| Harbor Capital Advisors, Inc. | 670 | $80.0K | 0.00% | +670 | New |
| Valley National Advisers Inc | 655 | $77.0K | 0.01% | −140−17.6% | Reduced |
| GHP Investment Advisors, Inc. | 643 | $76.4K | 0.00% | −35−5.2% | Reduced |
| FIL Ltd | 639 | $75.9K | 0.00% | +639 | New |
| Harbor Investment Advisory, LLC | 623 | $74.1K | 0.01% | −3−0.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 615 | $73.5K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 605 | $70.2K | 0.05% | +7+1.2% | Added |
| AlphaMark Advisors, LLC | 589 | $70.0K | 0.02% | −22−3.6% | Reduced |
| Financial Avengers, Inc. | 589 | $69.9K | 0.03% | +5+0.9% | Added |
| North Star Investment Management Corp. | 570 | $67.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 557 | $66.2K | 0.00% | +128+29.8% | Added |
| Global X Japan Co., Ltd. | 548 | $65.1K | 0.01% | −153−21.8% | Reduced |
| Proffitt & Goodson Inc | 539 | $64.0K | 0.01% | −155−22.3% | Reduced |
| Compass Wealth Management LLC | 525 | $62.4K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 525 | $62.4K | 0.01% | +314+148.8% | Added |
| Transcendent Capital Group LLC | 510 | $60.6K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $59.4K | 0.02% | −285−36.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 500 | $59.4K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $59.4K | 0.03% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $59.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 496 | $58.9K | 0.02% | +230+86.5% | Added |
| Continuum Advisory, LLC | 511 | $57.8K | 0.01% | +29+6.0% | Added |
| CVA Family Office, LLC | 473 | $56.2K | 0.01% | +5+1.1% | Added |
| Hanson & Doremus Investment Management | 475 | $56.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 453 | $53.8K | 0.03% | +152+50.5% | Added |
| Bartlett & Co. Wealth Management LLC | 440 | $52.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 416 | $49.4K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 400 | $48.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $47.5K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $47.5K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 395 | $46.9K | 0.03% | −75−16.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 390 | $46.3K | 0.04% | −195−33.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 355 | $44.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 376 | $44.6K | 0.02% | +3+0.8% | Added |
| Piscataqua Savings Bank | 353 | $41.9K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 338 | $40.2K | 0.01% | +33+10.8% | Added |
| Whittier Trust Co of Nevada Inc | 334 | $39.7K | 0.00% | +5+1.5% | Added |
| Godsey & Gibb Associates | 325 | $38.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 309 | $36.7K | 0.00% | +309 | New |
| Capital Analysts, LLC | 300 | $36.0K | 0.00% | +300 | New |
| Trust Co of Vermont | 300 | $35.6K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 300 | $35.6K | 0.05% | +300 | New |
| IAG Wealth Partners, LLC | 295 | $35.1K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 291 | $34.6K | 0.03% | +7+2.5% | Added |
| West Branch Capital LLC | 275 | $32.7K | 0.01% | +275 | New |
| Ashton Thomas Securities, LLC | 261 | $31.0K | 0.01% | +261 | New |
| Naples Money Management LLC | 254 | $30.2K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 251 | $29.8K | 0.00% | +2+0.8% | Added |
| Beacon Capital Management, LLC | 250 | $29.7K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $29.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 244 | $29.0K | 0.00% | +3+1.2% | Added |
| Quent Capital, LLC | 240 | $28.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 229 | $27.2K | 0.00% | −22−8.8% | Reduced |
| Chilton Capital Management LLC | 205 | $24.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $24.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 199 | $24.0K | 0.02% | −80−28.7% | Reduced |
| Strategic Investment Solutions, Inc. | 200 | $23.8K | 0.01% | +200 | New |
| Asset Dedication, LLC | 185 | $22.0K | 0.00% | +125+208.3% | Added |
| Northwest Investment Counselors, LLC | 184 | $21.9K | 0.00% | +184 | New |
| Tucker Asset Management LLC | 180 | $21.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 183 | $21.0K | 0.01% | +1+0.5% | Added |
| Chesapeake Asset Management LLC | 175 | $20.8K | 0.02% | +5+2.9% | Added |
| Rise Advisors, LLC | 175 | $20.8K | 0.01% | −23−11.6% | Reduced |
| Hemington Wealth Management | 164 | $20.0K | 0.01% | +164 | New |
| Meeder Asset Management Inc | 156 | $18.5K | 0.00% | +1+0.6% | Added |