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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 15,804 | $1.88M | 0.03% | +670+4.4% | Added |
| Quantinno Capital Management LP | 15,579 | $1.85M | 0.02% | +3,849+32.8% | Added |
| Tower Research Capital LLC (TRC) | 15,560 | $1.85M | 0.05% | −4,992−24.3% | Reduced |
| National Asset Management, Inc. | 15,494 | $1.84M | 0.05% | −14,334−48.1% | Reduced |
| Park Avenue Securities LLC | 15,440 | $1.83M | 0.02% | −4,664−23.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,164 | $1.80M | 0.03% | +3,016+24.8% | Added |
| Schonfeld Strategic Advisors LLC | 14,955 | $1.78M | 0.01% | −29,054−66.0% | Reduced |
| Community Bank of Raymore | 14,815 | $1.76M | 1.33% | 00.0% | Unchanged |
| RFG Advisory, LLC | 14,731 | $1.75M | 0.05% | +220+1.5% | Added |
| Beacon Financial Advisory LLC | 14,583 | $1.73M | 0.59% | −299−2.0% | Reduced |
| Denali Advisors LLC | 14,505 | $1.72M | 0.19% | +14,505 | New |
| Roman Butler Fullerton & Co | 13,980 | $1.71M | 0.51% | +15+0.1% | Added |
| New Mexico Educational Retirement Board | 14,340 | $1.70M | 0.06% | −400−2.7% | Reduced |
| Schroder Investment Management Group | 14,544 | $1.70M | 0.00% | −53−0.4% | Reduced |
| Truvestments Capital LLC | 14,273 | $1.70M | 0.45% | −1,104−7.2% | Reduced |
| Herbst Group, LLC | 14,200 | $1.69M | 1.05% | +700+5.2% | Added |
| Reik & Co., LLC | 14,080 | $1.67M | 0.40% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,949 | $1.66M | 0.06% | +3,249+30.4% | Added |
| EP Wealth Advisors, LLC | 13,797 | $1.64M | 0.01% | −761−5.2% | Reduced |
| Metis Global Partners, LLC | 13,700 | $1.63M | 0.05% | −1,020−6.9% | Reduced |
| Delphi Management Inc | 13,618 | $1.62M | 1.47% | −8,619−38.8% | Reduced |
| Coppell Advisory Solutions LLC | 13,760 | $1.61M | 0.24% | −1,106−7.4% | Reduced |
| Genesee Capital Advisors, LLC | 13,483 | $1.60M | 0.77% | −2,800−17.2% | Reduced |
| Empowered Funds, LLC | 13,482 | $1.60M | 0.03% | +414+3.2% | Added |
| Moody Lynn & Lieberson, LLC | 13,469 | $1.60M | 0.10% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 13,364 | $1.59M | 1.20% | −100−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 13,211 | $1.58M | 0.03% | −1,012−7.1% | Reduced |
| Axxcess Wealth Management, LLC | 13,205 | $1.57M | 0.04% | +1,566+13.5% | Added |
| Spire Wealth Management | 13,069 | $1.55M | 0.05% | +2,319+21.6% | Added |
| Crescent Grove Advisors, LLC | 12,843 | $1.54M | 0.16% | +571+4.7% | Added |
| MAI Capital Management | 12,867 | $1.53M | 0.01% | −937−6.8% | Reduced |
| WealthBridge Capital Management, LLC | 12,859 | $1.53M | 0.44% | +305+2.4% | Added |
| Proequities, Inc. | 12,671 | $1.51M | 0.09% | +201+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 12,741 | $1.51M | 0.06% | −474−3.6% | Reduced |
| Pathway Financial Advisers, LLC | 12,725 | $1.51M | 0.68% | −2,841−18.3% | Reduced |
| Principal Securities, Inc. | 12,680 | $1.51M | 0.04% | +396+3.2% | Added |
| Kinneret Advisory, LLC | 12,512 | $1.50M | 0.14% | −164−1.3% | Reduced |
| Brown Advisory Inc | 12,561 | $1.49M | 0.00% | +1,590+14.5% | Added |
| Wealthcare Advisory Partners LLC | 12,431 | $1.48M | 0.04% | +213+1.7% | Added |
| NEOS Investment Management LLC | 12,297 | $1.46M | 0.04% | +2,436+24.7% | Added |
| Kessler Investment Group, LLC | 12,282 | $1.46M | 0.75% | −48−0.4% | Reduced |
| HM Payson & Co | 12,261 | $1.46M | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 12,168 | $1.45M | 0.04% | +7,270+148.4% | Added |
| E. Ohman J:or Asset Management AB | 12,153 | $1.44M | 0.04% | −1,100−8.3% | Reduced |
| IHT Wealth Management, LLC | 12,101 | $1.44M | 0.04% | +2,479+25.8% | Added |
| Segall Bryant & Hamill, LLC | 12,009 | $1.43M | 0.02% | +12,009 | New |
| Flputnam Investment Management Co | 11,886 | $1.41M | 0.03% | +891+8.1% | Added |
| Focus Financial Network, Inc. | 11,794 | $1.41M | 0.06% | +32+0.3% | Added |
| Independence Bank of Kentucky | 11,810 | $1.40M | 0.30% | +10,905+1,205.0% | Added |
| Delta Capital Management LLC | 11,810 | $1.40M | 0.81% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 11,764 | $1.40M | 0.95% | −167−1.4% | Reduced |
| Hancock Whitney Corp | 11,704 | $1.39M | 0.04% | −20.0% | Reduced |
| Chesley Taft & Associates LLC | 11,700 | $1.39M | 0.07% | −1,675−12.5% | Reduced |
| One Charles Private Wealth Services, LLC | 11,641 | $1.38M | 0.53% | +222+1.9% | Added |
| Savoie Capital LLC | 11,545 | $1.37M | 0.17% | +11,545 | New |
| Lombard Odier Asset Management (Switzerland) SA | 11,496 | $1.37M | 0.11% | +1,126+10.9% | Added |
| Csenge Advisory Group | 11,300 | $1.36M | 0.07% | +1,785+18.8% | Added |
| Beacon Pointe Advisors, LLC | 11,380 | $1.35M | 0.02% | −377−3.2% | Reduced |
| Assenagon Asset Management S.A. | 11,372 | $1.35M | 0.00% | +92+0.8% | Added |
| American Institute for Advanced Investment Management, LLP | 11,370 | $1.35M | 0.97% | −20−0.2% | Reduced |
| Savant Capital, LLC | 11,336 | $1.35M | 0.01% | +971+9.4% | Added |
| Retirement Planning Co of New England, Inc. | 11,258 | $1.34M | 0.67% | +43+0.4% | Added |
| Harbour Investments, Inc. | 11,200 | $1.33M | 0.04% | +42+0.4% | Added |
| Integrated Wealth Concepts LLC | 11,158 | $1.33M | 0.02% | +35+0.3% | Added |
| We Are One Seven, LLC | 11,092 | $1.32M | 0.06% | +1,329+13.6% | Added |
| Ingalls & Snyder LLC | 11,080 | $1.32M | 0.05% | −200−1.8% | Reduced |
| Abbot Financial Management, Inc. | 11,033 | $1.31M | 0.66% | −100−0.9% | Reduced |
| Princeton Capital Management LLC | 10,942 | $1.30M | 0.41% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,718 | $1.27M | 0.01% | +451+4.4% | Added |
| Contravisory Investment Management, Inc. | 10,645 | $1.26M | 0.27% | −2,189−17.1% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $1.26M | 0.38% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,197 | $1.26M | 0.05% | −522−4.9% | Reduced |
| TCG Advisory Services, LLC | 10,608 | $1.26M | 0.06% | +204+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 10,409 | $1.24M | 0.02% | −26−0.2% | Reduced |
| Montag A & Associates Inc | 10,278 | $1.23M | 0.06% | +7+0.1% | Added |
| Plimoth Trust Co LLC | 10,328 | $1.23M | 0.31% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,275 | $1.22M | 0.05% | +10,275 | New |
| Richard P Slaughter Associates Inc | 10,252 | $1.22M | 0.28% | −2,294−18.3% | Reduced |
| TownSquare Capital, LLC | 10,129 | $1.20M | 0.01% | +4,271+72.9% | Added |
| Omers Administration Corp | 10,119 | $1.20M | 0.01% | 00.0% | Unchanged |
| Private Advisory Group LLC | 10,105 | $1.20M | 0.15% | +10,105 | New |
| TD Private Client Wealth LLC | 10,095 | $1.20M | 0.03% | −1,451−12.6% | Reduced |
| Strategic Investment Advisors | 10,090 | $1.20M | 0.13% | −343−3.3% | Reduced |
| Future Financial Wealth Managment LLC | 10,012 | $1.19M | 0.85% | −497−4.7% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.19M | 1.32% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 9,919 | $1.18M | 0.12% | −358−3.5% | Reduced |
| Foundations Investment Advisors, LLC | 9,787 | $1.16M | 0.02% | −579−5.6% | Reduced |
| Columbia Asset Management | 9,747 | $1.16M | 0.20% | −40−0.4% | Reduced |
| Farther Finance Advisors, LLC | 9,707 | $1.15M | 0.04% | +7,632+367.8% | Added |
| Measured Wealth Private Client Group, LLC | 9,657 | $1.15M | 0.38% | −864−8.2% | Reduced |
| J.W. Cole Advisors, Inc. | 9,566 | $1.14M | 0.05% | +2,590+37.1% | Added |
| Beacon Investment Advisors LLC | 9,535 | $1.13M | 0.54% | +41+0.4% | Added |
| Founders Financial Alliance, LLC | 9,492 | $1.13M | 0.31% | +25+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,414 | $1.12M | 0.17% | −111−1.2% | Reduced |
| Ostrum Asset Management | 9,401 | $1.12M | 0.09% | +115+1.2% | Added |
| Aspire Private Capital, LLC | 9,383 | $1.12M | 0.27% | +142+1.5% | Added |
| HB Wealth Management, LLC | 9,337 | $1.11M | 0.01% | +2,702+40.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,297 | $1.10M | 0.03% | −31−0.3% | Reduced |
| Walleye Trading LLC | 9,152 | $1.09M | 0.03% | +9,152 | New |
| Strait & Sound Wealth Management LLC | 9,116 | $1.08M | 0.53% | −277−2.9% | Reduced |