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 |
|---|---|---|---|---|---|
| Oversea-Chinese Banking CORP Ltd | 73,691 | $8.76M | 0.25% | +29,321+66.1% | Added |
| Nia Impact Advisors, LLC | 69,725 | $8.29M | 2.75% | −2,372−3.3% | Reduced |
| Wealthfront Advisers LLC | 69,040 | $8.20M | 0.03% | +672+1.0% | Added |
| Thrivent Financial for Lutherans | 68,685 | $8.16M | 0.02% | −43,857−39.0% | Reduced |
| First National Trust Co | 68,637 | $8.16M | 0.32% | −6,142−8.2% | Reduced |
| Woodstock Corp | 67,546 | $8.03M | 0.77% | −4,235−5.9% | Reduced |
| Moors & Cabot, Inc. | 66,761 | $7.93M | 0.39% | −2,307−3.3% | Reduced |
| Truist Financial Corp | 66,625 | $7.92M | 0.01% | +5,807+9.5% | Added |
| American Trust Investment Advisors, LLC | 66,030 | $7.85M | 3.21% | −4,366−6.2% | Reduced |
| Citadel Advisors LLC | 65,870 | $7.83M | 0.01% | +65,870 | New |
| Janus Henderson Group PLC | 65,244 | $7.75M | 0.00% | −4,460−6.4% | Reduced |
| Snowden Capital Advisors LLC | 64,843 | $7.75M | 0.23% | −55,056−45.9% | Reduced |
| Forsta Ap-Fonden | 65,200 | $7.75M | 0.06% | +11,200+20.7% | Added |
| Baird Financial Group, Inc. | 64,680 | $7.69M | 0.01% | +2,229+3.6% | Added |
| Advisors Asset Management, Inc. | 63,376 | $7.53M | 0.14% | +10,984+21.0% | Added |
| Allworth Financial LP | 63,141 | $7.50M | 0.05% | −68−0.1% | Reduced |
| Mercer Global Advisors Inc | 63,346 | $7.49M | 0.02% | −25,286−28.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 62,500 | $7.43M | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 60,883 | $7.24M | 0.10% | −752−1.2% | Reduced |
| Azimuth Capital Investment Management LLC | 60,790 | $7.22M | 0.28% | −18,220−23.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 59,928 | $7.12M | 0.03% | +33+0.1% | Added |
| Amalgamated Bank | 59,855 | $7.11M | 0.06% | −1,582−2.6% | Reduced |
| Czech National Bank | 59,755 | $7.10M | 0.07% | +3,896+7.0% | Added |
| One Capital Management, LLC | 59,479 | $7.07M | 0.23% | −2,752−4.4% | Reduced |
| Crossmark Global Holdings, Inc. | 58,267 | $6.92M | 0.12% | −8,093−12.2% | Reduced |
| Pensionfund DSM Netherlands | 57,500 | $6.83M | 3.13% | 00.0% | Unchanged |
| Man Group plc | 56,940 | $6.77M | 0.02% | +56,940 | New |
| Weiss Asset Management LP | 56,039 | $6.66M | 0.17% | +56,039 | New |
| Congress Wealth Management LLC | 54,307 | $6.45M | 0.09% | +11,307+26.3% | Added |
| Federated Hermes, Inc. | 54,084 | $6.43M | 0.01% | +3,537+7.0% | Added |
| The PNC Financial Services Group, Inc. | 53,877 | $6.40M | 0.00% | +1,446+2.8% | Added |
| Van Eck Associates Corp | 50,421 | $6.33M | 0.01% | +5,534+12.3% | Added |
| Northwestern Mutual Wealth Management Co | 53,028 | $6.30M | 0.01% | +934+1.8% | Added |
| Werlinich Asset Management, LLC | 51,747 | $6.15M | 3.57% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 51,469 | $6.12M | 1.09% | −14,830−22.4% | Reduced |
| Public Sector Pension Investment Board | 51,128 | $6.08M | 0.03% | +10,410+25.6% | Added |
| Allianz Asset Management GmbH | 50,898 | $6.05M | 0.01% | −127,442−71.5% | Reduced |
| Promethos Capital, LLC | 50,342 | $5.98M | 2.13% | 00.0% | Unchanged |
| ProShare Advisors LLC | 49,799 | $5.92M | 0.01% | −1,952−3.8% | Reduced |
| DnB Asset Management AS | 49,666 | $5.90M | 0.03% | +743+1.5% | Added |
| Atria Wealth Solutions, Inc. | 48,781 | $5.83M | 0.06% | −4,852−9.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 48,997 | $5.82M | 0.40% | −42,300−46.3% | Reduced |
| British Columbia Investment Management Corp | 48,913 | $5.81M | 0.03% | −7,218−12.9% | Reduced |
| Assetmark, Inc | 48,535 | $5.77M | 0.02% | +5,502+12.8% | Added |
| WealthTrust Axiom LLC | 48,421 | $5.75M | 1.70% | −15,118−23.8% | Reduced |
| Utah Retirement Systems | 48,114 | $5.72M | 0.06% | +200+0.4% | Added |
| Jane Street Group, LLC | 47,384 | $5.63M | 0.01% | −400,751−89.4% | Reduced |
| Yousif Capital Management, LLC | 46,855 | $5.57M | 0.06% | −719−1.5% | Reduced |
| Mariner, LLC | 46,680 | $5.54M | 0.01% | +5,702+13.9% | Added |
| Wakefield Asset Management LLLP | 46,625 | $5.54M | 1.80% | +69+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 46,489 | $5.52M | 0.01% | −28,926−38.4% | Reduced |
| RB Capital Management, LLC | 46,184 | $5.49M | 1.29% | −479−1.0% | Reduced |
| Tredje AP-fonden | 46,113 | $5.48M | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 45,150 | $5.37M | 0.12% | −1,150−2.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 44,702 | $5.31M | 0.46% | −2,683−5.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 44,653 | $5.31M | 0.14% | +44,653 | New |
| New York Life Investment Management LLC | 43,596 | $5.18M | 0.05% | −1,320−2.9% | Reduced |
| Vectors Research Management, LLC | 43,432 | $5.16M | 1.56% | +1,780+4.3% | Added |
| Trinity Legacy Partners, LLC | 42,430 | $5.14M | 1.32% | −12,440−22.7% | Reduced |
| Voloridge Investment Management, LLC | 43,265 | $5.14M | 0.02% | −704,682−94.2% | Reduced |
| Polar Asset Management Partners Inc. | 43,200 | $5.13M | 0.12% | −42,300−49.5% | Reduced |
| CIBC Asset Management Inc | 43,015 | $5.11M | 0.02% | +3,306+8.3% | Added |
| Holderness Investments Co | 43,008 | $5.11M | 1.12% | −94−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 42,774 | $4.99M | 0.02% | −3,297−7.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 41,937 | $4.98M | 0.01% | −71,761−63.1% | Reduced |
| Rafferty Asset Management, LLC | 41,695 | $4.95M | 0.02% | +1,226+3.0% | Added |
| Concentric Capital Strategies, LP | 40,960 | $4.87M | 0.31% | +40,960 | New |
| Shell Asset Management Co | 40,751 | $4.84M | 0.21% | +40,751 | New |
| Umb Bank N A | 40,540 | $4.82M | 0.07% | −373−0.9% | Reduced |
| Shelton Capital Management | 40,371 | $4.80M | 0.12% | +13,000+47.5% | Added |
| Independent Advisor Alliance | 39,849 | $4.74M | 0.17% | −9,338−19.0% | Reduced |
| Courier Capital LLC | 39,729 | $4.72M | 0.32% | +2,026+5.4% | Added |
| GWM Advisors LLC | 39,364 | $4.68M | 0.03% | −4,676−10.6% | Reduced |
| ING Groep NV | 39,231 | $4.66M | 0.03% | −214−0.5% | Reduced |
| Spirit of America Management Corp | 38,500 | $4.57M | 0.91% | +2,750+7.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,484 | $4.57M | 0.05% | +38,484 | New |
| Alberta Investment Management Corp | 38,200 | $4.54M | 0.04% | +11,900+45.2% | Added |
| Bank of Nova Scotia | 37,528 | $4.46M | 0.01% | +7,004+22.9% | Added |
| Achmea Investment Management B.V. | 37,023 | $4.40M | 0.07% | +5,537+17.6% | Added |
| Investment Management Corp of Ontario | 36,712 | $4.36M | 0.10% | −730−1.9% | Reduced |
| Laurion Capital Management LP | 36,680 | $4.36M | 0.28% | +36,680 | New |
| CoreCap Advisors, LLC | 36,410 | $4.33M | 0.20% | +8,317+29.6% | Added |
| Mutual of America Capital Management LLC | 36,120 | $4.29M | 0.05% | −850−2.3% | Reduced |
| SG Americas Securities, LLC | 35,228 | $4.19M | 0.02% | −84,458−70.6% | Reduced |
| GSI Capital Advisors LLC | 35,225 | $4.19M | 2.10% | +35,225 | New |
| Cyndeo Wealth Partners, LLC | 35,087 | $4.17M | 0.29% | +1,354+4.0% | Added |
| Chapin Davis, Inc. | 34,819 | $4.14M | 1.34% | +34,819 | New |
| Pathstone Holdings, LLC | 34,705 | $4.13M | 0.02% | −950−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,755 | $4.13M | 0.04% | +11,783+51.3% | Added |
| Horizon Kinetics Asset Management LLC | 34,450 | $4.09M | 0.06% | +10,350+42.9% | Added |
| Hourglass Capital, LLC | 34,280 | $4.07M | 1.13% | −24,690−41.9% | Reduced |
| Squarepoint Ops LLC | 33,961 | $4.04M | 0.01% | +26,018+327.6% | Added |
| Pacitti Group Inc. | 33,483 | $4.00M | 1.89% | −457−1.3% | Reduced |
| Siemens Fonds Invest GmbH | 33,532 | $3.98M | 0.32% | −4,464−11.7% | Reduced |
| Bessemer Group Inc | 33,311 | $3.96M | 0.01% | +27,157+441.3% | Added |
| Colony Group, LLC | 33,053 | $3.93M | 0.01% | −87,959−72.7% | Reduced |
| Smithfield Trust Co | 33,011 | $3.92M | 0.19% | −242−0.7% | Reduced |
| Natixis | 32,900 | $3.91M | 0.02% | +26,354+402.6% | Added |
| Terra Nova Asset Management LLC | 32,684 | $3.88M | 2.88% | +275+0.8% | Added |
| Ethic Inc. | 47,736 | $3.83M | 0.10% | −10,176−17.6% | Reduced |