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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 32,069 | $3.81M | 0.07% | −1,255−3.8% | Reduced |
| International Assets Investment Management, LLC | 448,644 | $3.78M | 0.02% | +445,207+12,953.4% | Added |
| Dumont & Blake Investment Advisors LLC | 30,474 | $3.62M | 0.97% | −30,334−49.9% | Reduced |
| Public Employees Retirement Association of Colorado | 30,171 | $3.58M | 0.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 30,031 | $3.57M | 1.71% | +114+0.4% | Added |
| CHB Investment Group, LLC | 29,421 | $3.50M | 1.85% | +29,421 | New |
| Cerity Partners LLC | 29,362 | $3.49M | 0.01% | +9,442+47.4% | Added |
| RPg Family Wealth Advisory, LLC | 28,826 | $3.45M | 1.11% | −10,687−27.0% | Reduced |
| Entropy Technologies, LP | 28,542 | $3.39M | 0.36% | +20,846+270.9% | Added |
| Centiva Capital, LP | 28,126 | $3.34M | 0.15% | +28,126 | New |
| Morse Asset Management, Inc | 28,010 | $3.33M | 0.72% | −105−0.4% | Reduced |
| AE Wealth Management LLC | 27,729 | $3.30M | 0.03% | +9,723+54.0% | Added |
| TD Waterhouse Canada Inc. | 27,778 | $3.28M | 0.03% | +18,515+199.9% | Added |
| Federation des caisses Desjardins du Quebec | 27,417 | $3.26M | 0.02% | +13,497+97.0% | Added |
| Stock Yards Bank & Trust Co | 27,268 | $3.24M | 0.10% | −2,349−7.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 27,197 | $3.23M | 0.01% | −2,918−9.7% | Reduced |
| Nordea Investment Management AB | 27,276 | $3.20M | 0.00% | +1,203+4.6% | Added |
| Tyler-Stone Wealth Management | 26,865 | $3.19M | 0.60% | +13,765+105.1% | Added |
| D.A. Davidson & Co. | 26,761 | $3.18M | 0.03% | −14,143−34.6% | Reduced |
| CoreFirst Bank & Trust | 26,614 | $3.16M | 1.83% | −400−1.5% | Reduced |
| Capital Investment Advisors, LLC | 26,387 | $3.14M | 0.06% | −644−2.4% | Reduced |
| Moody National Bank Trust Division | 26,115 | $3.10M | 0.33% | +6,786+35.1% | Added |
| Royal Fund Management, LLC | 26,026 | $3.10M | 0.22% | +12,186+88.0% | Added |
| Elo Mutual Pension Insurance Co | 25,876 | $3.07M | 0.07% | −2,828−9.9% | Reduced |
| Norinchukin Bank, The | 25,288 | $3.00M | 0.07% | +1,573+6.6% | Added |
| Lee Danner & Bass Inc | 25,205 | $3.00M | 0.21% | +780+3.2% | Added |
| Mackenzie Financial Corp | 25,149 | $2.99M | 0.00% | −96,796−79.4% | Reduced |
| Oregon Public Employees Retirement Fund | 25,059 | $2.98M | 0.06% | −90−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 25,036 | $2.97M | 0.02% | −1,044−4.0% | Reduced |
| Sippican Capital Advisors | 24,817 | $2.95M | 2.06% | −1,870−7.0% | Reduced |
| Green Alpha Advisors, LLC | 24,759 | $2.94M | 2.31% | −1,394−5.3% | Reduced |
| Davenport & Co LLC | 24,731 | $2.94M | 0.02% | −101−0.4% | Reduced |
| Ellsworth Advisors, LLC | 24,629 | $2.93M | 0.76% | +158+0.6% | Added |
| Gables Capital Management Inc. | 24,602 | $2.92M | 1.48% | −58−0.2% | Reduced |
| PFG Investments, LLC | 24,472 | $2.91M | 0.19% | −1,864−7.1% | Reduced |
| Madison Asset Management, LLC | 24,369 | $2.90M | 0.03% | −5,714−19.0% | Reduced |
| TFG Advisers LLC | 24,263 | $2.88M | 1.04% | +731+3.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 23,997 | $2.85M | 0.01% | −699−2.8% | Reduced |
| Edgestream Partners, L.P. | 23,718 | $2.82M | 0.12% | −32,961−58.2% | Reduced |
| Fifth Third Bancorp | 23,710 | $2.82M | 0.01% | −2,526−9.6% | Reduced |
| Nomura Holdings Inc | 23,183 | $2.75M | 0.02% | +18,943+446.8% | Added |
| Ancora Advisors, LLC | 23,141 | $2.75M | 0.06% | −1,173−4.8% | Reduced |
| Gulf International Bank (UK) Ltd | 23,075 | $2.74M | 0.07% | −817−3.4% | Reduced |
| 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 |
| Benjamin Edwards Inc | 23,007 | $2.73M | 0.04% | +23,007 | New |
| Pensionfund Sabic | 23,000 | $2.73M | 0.85% | −4,500−16.4% | Reduced |
| Bleakley Financial Group, LLC | 22,987 | $2.73M | 0.08% | +7,221+45.8% | Added |
| JustInvest LLC | 22,912 | $2.72M | 0.04% | +3,914+20.6% | Added |
| US Bancorp | 22,910 | $2.72M | 0.00% | −150−0.7% | Reduced |
| Argent Financial Group, Inc. | 22,639 | $2.69M | 0.32% | +22,639 | New |
| Cascade Investment Group, Inc. | 22,445 | $2.67M | 1.95% | −50−0.2% | Reduced |
| Dorsey Wright & Associates | 21,941 | $2.61M | 0.62% | +17,973+452.9% | Added |
| O'Shaughnessy Asset Management, LLC | 21,465 | $2.60M | 0.02% | +3,177+17.4% | Added |
| Teachers Retirement System of the State of Kentucky | 21,819 | $2.59M | 0.02% | −1,367−5.9% | Reduced |
| GeoWealth Management, LLC | 21,739 | $2.58M | 0.09% | −1,113−4.9% | Reduced |
| Fiduciary Trust Co | 21,722 | $2.58M | 0.04% | −20−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 21,674 | $2.57M | 0.03% | +8,408+63.4% | Added |
| KCM Investment Advisors LLC | 21,558 | $2.56M | 0.09% | −600−2.7% | Reduced |
| Corrado Advisors, LLC | 21,377 | $2.54M | 1.59% | −989−4.4% | Reduced |
| DoubleLine ETF Adviser LP | 20,950 | $2.49M | 0.61% | +20,950 | New |
| Wolverine Asset Management LLC | 20,882 | $2.48M | 0.04% | −9,839−32.0% | Reduced |
| Safe Harbor Fiduciary, LLC | 20,549 | $2.44M | 2.29% | +20,549 | New |
| Toroso Investments, LLC | 20,536 | $2.44M | 0.03% | +14,737+254.1% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $2.43M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 20,446 | $2.43M | 0.03% | −2,670−11.6% | Reduced |
| Kentucky Retirement Systems | 20,435 | $2.43M | 0.07% | −1,654−7.5% | Reduced |
| Advisory Services Network, LLC | 26,721 | $2.39M | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 19,776 | $2.35M | 0.01% | −5,773−22.6% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $2.34M | 0.21% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,342 | $2.30M | 0.06% | −2,967−13.3% | Reduced |
| Oppenheimer & Co Inc | 19,192 | $2.28M | 0.03% | +5,086+36.1% | Added |
| F/M Investments LLC | 19,128 | $2.27M | 0.08% | −2,132−10.0% | Reduced |
| Mizuho Securities USA LLC | 19,021 | $2.26M | 0.05% | −3,582−15.8% | Reduced |
| HighPoint Advisor Group LLC | 18,527 | $2.24M | 0.13% | +240+1.3% | Added |
| Venture Visionary Partners LLC | 18,784 | $2.23M | 0.10% | −4,234−18.4% | Reduced |
| Oppenheimer Asset Management Inc. | 18,725 | $2.23M | 0.03% | −4,521−19.4% | Reduced |
| Hartford Investment Management Co | 18,635 | $2.21M | 0.07% | −219−1.2% | Reduced |
| Ieq Capital, LLC | 18,579 | $2.21M | 0.03% | +1,129+6.5% | Added |
| SpiderRock Advisors, LLC | 18,499 | $2.20M | 0.05% | −2,853−13.4% | Reduced |
| Highline Wealth Partners LLC | 18,387 | $2.18M | 0.73% | −143−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 17,988 | $2.14M | 0.13% | +7,122+65.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,827 | $2.12M | 0.05% | −487−2.7% | Reduced |
| Naviter Wealth, LLC | 17,485 | $2.09M | 0.29% | −1,600−8.4% | Reduced |
| Creekmur Asset Management LLC | 17,485 | $2.08M | 0.49% | +1,255+7.7% | Added |
| Symphony Financial, Ltd. Co. | 17,569 | $2.08M | 0.34% | +1,128+6.9% | Added |
| Brookfield Asset Management Inc. | 17,305 | $2.06M | 0.01% | −148,221−89.5% | Reduced |
| King Luther Capital Management Corp | 17,211 | $2.05M | 0.01% | −304−1.7% | Reduced |
| Three Seasons Wealth, LLC | 16,924 | $2.02M | 1.06% | +16,924 | New |
| Cubist Systematic Strategies, LLC | 16,978 | $2.02M | 0.03% | +16,978 | New |
| Claro Advisors LLC | 16,717 | $1.99M | 0.26% | +103+0.6% | Added |
| Maryland State Retirement & Pension System | 16,670 | $1.98M | 0.04% | −5,438−24.6% | Reduced |
| Zacks Investment Management | 16,619 | $1.97M | 0.02% | −788−4.5% | Reduced |
| Louisiana State Employees Retirement System | 16,500 | $1.96M | 0.04% | −100−0.6% | Reduced |
| Rakuten Investment Management, Inc. | 16,618 | $1.94M | 0.01% | +4,138+33.2% | Added |
| Trust Investment Advisors | 16,303 | $1.94M | 1.23% | −2,606−13.8% | Reduced |
| Securian Asset Management, Inc | 16,197 | $1.92M | 0.06% | −592−3.5% | Reduced |
| Ossiam | 16,074 | $1.91M | 0.04% | −1,673−9.4% | Reduced |
| Inspire Trust Co, N.A. | 16,000 | $1.90M | 0.52% | −559−3.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 15,904 | $1.89M | 0.27% | +1,962+14.1% | Added |