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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.

Institutional holdersQ3 2024: 1,056 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ3 2024: $28.8B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2024.

Institutions holding IRM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC151$18.0K0.00%−221−59.4%Reduced
Carmichael Hill & Associates, Inc.143$17.0K0.01%00.0%Unchanged
Northwest Financial Advisors141$16.8K0.01%+141New
Park Place Capital Corp141$16.8K0.00%00.0%Unchanged
Accordant Advisory Group Inc–$16.3K0.01%–New
Bell Investment Advisors, Inc131$15.6K0.00%+5+4.0%Added
Tidemark, LLC125$14.9K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC123$14.6K0.01%00.0%Unchanged
Oarsman Capital, Inc.119$14.1K0.00%+119New
Moisand Fitzgerald Tamayo, LLC113$13.4K0.00%00.0%Unchanged
Planned Solutions, Inc.107$12.7K0.01%+107New
MV Capital Management, Inc.101$12.0K0.00%+1+1.0%Added
LRI Investments, LLC106$12.0K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC100$11.9K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.100$11.9K0.00%00.0%Unchanged
Hoese & Co LLP100$11.9K0.01%00.0%Unchanged
Red Tortoise LLC94$11.2K0.01%00.0%Unchanged
Anfield Capital Management, LLC88$10.5K0.00%00.0%Unchanged
Manchester Capital Management LLC78$9.27K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.76$9.03K0.01%+59+347.1%Added
Planning Capital Management Corp72$8.56K0.01%00.0%Unchanged
Capital Performance Advisors LLP71$8.44K0.00%+71New
Farmers & Merchants Trust Co of Chambersburg PA58$7.00K0.00%−29−33.3%Reduced
Bruce G. Allen Investments, LLC41$4.87K0.00%00.0%Unchanged
Raffa Wealth Management, LLC39$4.63K0.00%00.0%Unchanged
Global Financial Private Client, LLC37$4.40K0.00%+37New
Grove Bank & Trust35$4.16K0.00%+35New
Hollencrest Capital Management29$3.45K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC27$3.21K0.00%00.0%Unchanged
Pineridge Advisors LLC26$3.09K0.00%−5−16.1%Reduced
Versant Capital Management, Inc26$3.09K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.25$2.97K0.00%00.0%Unchanged
Cornerstone Planning Group LLC19$2.42K0.00%+3+18.8%Added
Strengthening Families & Communities, LLC15$1.78K0.00%00.0%Unchanged
Aspect Partners, LLC14$1.66K0.00%+1+7.7%Added
Capital Advisors, Ltd. LLC11$1.00K0.00%00.0%Unchanged
Riverview Trust Co8$9510.00%+8New
Ruedi Wealth Management, Inc.6$7130.00%−5−45.5%Reduced
TFC Financial Management6$7130.00%00.0%Unchanged
Wolff Wiese Magana LLC5$5950.00%00.0%Unchanged
Tortoise Investment Management, LLC5$5940.00%00.0%Unchanged
MCF Advisors LLC4$4790.00%00.0%Unchanged
Colonial Trust Co4$4670.00%+4New
PFG Private Wealth Management, LLC3$3650.00%00.0%Unchanged
Crewe Advisors LLC3$3570.00%+3New
Reston Wealth Management LLC3$3560.00%+3New
Bokf, NA3$3550.00%00.0%Unchanged
WestEnd Advisors, LLC2$2380.00%+2New
Private Wealth Management Group, LLC2$2380.00%+2New
Capstone Investment Advisors, LLC1$1190.00%−1,263−99.9%Reduced
Key Financial Inc1$1190.00%00.0%Unchanged
Quest Partners LLC1$1190.00%+1New
Mendota Financial Group, LLC1$1190.00%+1New
Johnson Financial Group, Inc.0$970.00%0New
Kozak & Associates, Inc.1$880.00%−164−99.4%Reduced
Dogwood Wealth Management LLC0$30.00%0Unchanged
APG Asset Management N.V.0$00.00%−37,044−100.0%Sold out
Obermeyer Wood Investment Counsel, LLLP0$00.00%−24,069−100.0%Sold out
State Farm Mutual Automobile Insurance Co0$00.00%−22,500−100.0%Sold out
MSH Capital Advisors LLC0$00.00%−21,749−100.0%Sold out
Donoghue Forlines LLC0$00.00%−18,855−100.0%Sold out
Fagan Associates, Inc.0$00.00%−18,183−100.0%Sold out
AXA S.A.0$00.00%−17,167−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−15,766−100.0%Sold out
Boston Private Wealth LLC0$00.00%−15,139−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−13,299−100.0%Sold out
Engineers Gate Manager LP0$00.00%−12,909−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−12,162−100.0%Sold out
Versor Investments LP0$00.00%−11,100−100.0%Sold out
United Services Automobile Association0$00.00%−10,354−100.0%Sold out
Verition Fund Management LLC0$00.00%−9,877−100.0%Sold out
Lockheed Martin Investment Management Co0$00.00%−9,120−100.0%Sold out
FCG Investment Co0$00.00%−8,837−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−7,808−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−7,426−100.0%Sold out
Ibex Wealth Advisors0$00.00%−7,111−100.0%Sold out
XTX Topco Ltd0$00.00%−6,809−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−6,016−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−5,609−100.0%Sold out
Inceptionr LLC0$00.00%−5,449−100.0%Sold out
Hudson Valley Investment Advisors Inc0$00.00%−7,145−100.0%Sold out
Scientech Research LLC0$00.00%−5,162−100.0%Sold out
Consolidated Planning Corp0$00.00%−4,663−100.0%Sold out
Wulff, Hansen & Co.0$00.00%−4,520−100.0%Sold out
AlphaStar Capital Management, LLC0$00.00%−4,472−100.0%Sold out
Griffin Asset Management, Inc.0$00.00%−4,441−100.0%Sold out
Tradewinds, LLC.0$00.00%−4,415−100.0%Sold out
Cynosure Management, LLC0$00.00%−4,334−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,269−100.0%Sold out
Boston Financial Mangement LLC0$00.00%−3,100−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,072−100.0%Sold out
First Dallas Securities Inc.0$00.00%−2,975−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−2,966−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−2,750−100.0%Sold out
Pine Valley Investments Ltd Liability Co0$00.00%−2,750−100.0%Sold out
Machina Capital S.A.S.0$00.00%−2,714−100.0%Sold out
Maia Wealth LLC0$00.00%−2,202−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−2,325−100.0%Sold out
Hodges Capital Management Inc.0$00.00%−2,250−100.0%Sold out
Ninepoint Partners LP0$00.00%−1,674−100.0%Sold out