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 |
|---|---|---|---|---|---|
| Monument Capital Management | 9,107 | $1.08M | 0.30% | −587−6.1% | Reduced |
| Ullmann Financial Group, Inc. | 9,075 | $1.08M | 0.14% | +51+0.6% | Added |
| Colonial River Wealth Management, LLC | 9,021 | $1.07M | 0.53% | −225−2.4% | Reduced |
| Virtus ETF Advisers LLC | 8,989 | $1.07M | 0.50% | +8,989 | New |
| Wetherby Asset Management Inc | 8,941 | $1.06M | 0.05% | +198+2.3% | Added |
| H&H Retirement Design & Management INC | 8,697 | $1.06M | 0.63% | 00.0% | Unchanged |
| Associated Banc-Corp | 8,863 | $1.05M | 0.03% | +8,863 | New |
| Global Retirement Partners, LLC | 8,852 | $1.05M | 0.03% | −317−3.5% | Reduced |
| Herold Advisors, Inc. | 8,755 | $1.04M | 0.23% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,685 | $1.03M | 0.07% | −770−8.1% | Reduced |
| Everence Capital Management Inc | 8,670 | $1.03M | 0.06% | 00.0% | Unchanged |
| Axecap Investments, LLC | 8,634 | $1.03M | 0.78% | +8,634 | New |
| Fortitude Family Office, LLC | 8,548 | $1.02M | 0.40% | +7,075+480.3% | Added |
| Brown Brothers Harriman & Co | 8,535 | $1.01M | 0.01% | +6+0.1% | Added |
| Atlas Capital Advisors LLC | 8,526 | $1.01M | 0.16% | +1,251+17.2% | Added |
| NewEdge Wealth, LLC | 8,456 | $1.00M | 0.02% | −537−6.0% | Reduced |
| Capital Investment Advisory Services, LLC | 8,455 | $1.00M | 0.10% | −2,787−24.8% | Reduced |
| Heartland Bank & Trust Co | 8,406 | $998.9K | 0.54% | −275−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 8,344 | $991.5K | 0.07% | −504−5.7% | Reduced |
| Diversify Advisory Services, LLC | 7,942 | $983.8K | 0.05% | +1,091+15.9% | Added |
| Atwood & Palmer Inc | 8,250 | $980.3K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,844 | $971.7K | 0.07% | −996−11.3% | Reduced |
| Atlantic Union Bankshares Corp | 8,171 | $971.0K | 0.06% | −250−3.0% | Reduced |
| Mathes Company, Inc. | 8,150 | $968.0K | 0.34% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,131 | $966.2K | 0.05% | −29−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,294 | $964.8K | 0.02% | +8,294 | New |
| Bailard, Inc. | 8,057 | $957.4K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,019 | $952.9K | 0.04% | +3,333+71.1% | Added |
| Veriti Management LLC | 7,987 | $949.1K | 0.05% | −46−0.6% | Reduced |
| Brinker Capital Investments, LLC | 7,963 | $946.3K | 0.01% | +2,021+34.0% | Added |
| Orion Portfolio Solutions, LLC | 7,963 | $946.3K | 0.01% | +2,021+34.0% | Added |
| Equitable Holdings, Inc. | 7,932 | $942.6K | 0.01% | −573−6.7% | Reduced |
| Flagship Harbor Advisors, LLC | 7,929 | $942.3K | 0.05% | +1,646+26.2% | Added |
| Jaffetilchin Investment Partners, LLC | 7,919 | $941.0K | 0.07% | −3,057−27.9% | Reduced |
| Ontario Teachers Pension Plan Board | 7,873 | $935.5K | 0.01% | +7,873 | New |
| Wedbush Securities Inc | 7,839 | $932.0K | 0.03% | −3,735−32.3% | Reduced |
| TBH Global Asset Management, LLC | 7,838 | $931.4K | 0.20% | +7+0.1% | Added |
| Eqis Capital Management, Inc. | 7,832 | $930.7K | 0.07% | −910−10.4% | Reduced |
| Archer Investment Corp | 7,800 | $926.9K | 0.25% | −2,200−22.0% | Reduced |
| Merit Financial Group, LLC | 7,796 | $926.4K | 0.02% | −817−9.5% | Reduced |
| Sterling Capital Management LLC | 7,795 | $926.3K | 0.01% | +7,795 | New |
| GM Advisory Group, Inc. | 7,789 | $925.6K | 0.06% | −280−3.5% | Reduced |
| CWM, LLC | 7,690 | $914.0K | 0.00% | +45+0.6% | Added |
| Fiduciary Family Office, LLC | 7,665 | $910.8K | 0.30% | −670−8.0% | Reduced |
| Sequoia Financial Advisors, LLC | 7,646 | $908.8K | 0.01% | −289−3.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,573 | $899.9K | 0.04% | +7,573 | New |
| Mindset Wealth Management, LLC | 7,561 | $898.5K | 0.37% | +7,561 | New |
| Outlook Wealth Advisors, LLC | 7,503 | $891.6K | 0.26% | −502−6.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,451 | $890.7K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 7,386 | $877.7K | 0.01% | +230+3.2% | Added |
| Madden Securities Corp | 7,375 | $876.4K | 0.38% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,296 | $866.9K | 0.06% | +1,134+18.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,276 | $864.6K | 0.03% | −20,354−73.7% | Reduced |
| Fiduciary Group LLC | 7,250 | $861.5K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,138 | $848.3K | 0.05% | −494−6.5% | Reduced |
| Strategy Asset Managers LLC | 7,101 | $843.8K | 0.16% | +7,101 | New |
| Coldstream Capital Management Inc | 7,105 | $842.9K | 0.02% | +497+7.5% | Added |
| Balyasny Asset Management LLC | 7,054 | $838.2K | 0.00% | −13,395−65.5% | Reduced |
| Bryn Mawr Trust Co | 7,047 | $837.4K | 0.02% | +7,047 | New |
| Verdence Capital Advisors LLC | 7,030 | $835.3K | 0.07% | +2,726+63.3% | Added |
| Ellevest, Inc. | 7,002 | $832.0K | 0.05% | +525+8.1% | Added |
| Friedenthal Financial | 6,931 | $823.6K | 0.48% | +6,931 | New |
| Washington Trust Co | 6,886 | $818.3K | 0.03% | −125−1.8% | Reduced |
| Bramshill Investments, LLC | 6,813 | $809.6K | 0.09% | −4,215−38.2% | Reduced |
| Glenmede Trust Co NA | 6,813 | $809.6K | 0.00% | +7+0.1% | Added |
| V-Square Quantitative Management LLC | 6,805 | $808.6K | 0.12% | +37+0.5% | Added |
| Quadcap Wealth Management, LLC | 6,689 | $794.9K | 0.12% | +74+1.1% | Added |
| Beverly Hills Private Wealth, LLC | 6,649 | $790.1K | 0.16% | −920−12.2% | Reduced |
| Centaurus Financial, Inc. | 6,557 | $779.0K | 0.05% | −154−2.3% | Reduced |
| Catalytic Wealth RIA, LLC | 6,530 | $776.0K | 0.14% | −11,254−63.3% | Reduced |
| Accuvest Global Advisors | 6,473 | $769.2K | 0.66% | +6,473 | New |
| Sheets Smith Wealth Management | 6,410 | $761.7K | 0.09% | −50−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 6,386 | $758.8K | 0.08% | −714−10.1% | Reduced |
| Raymond James Trust N.A. | 6,293 | $747.8K | 0.02% | −276−4.2% | Reduced |
| Perpetual Ltd | 6,290 | $747.4K | 0.01% | −6,690−51.5% | Reduced |
| Fidelis Capital Partners, LLC | 5,935 | $745.1K | 0.09% | +3,821+180.7% | Added |
| NorthRock Partners, LLC | 6,227 | $742.4K | 0.02% | −1,170−15.8% | Reduced |
| Nations Financial Group Inc, | 6,200 | $736.8K | 0.05% | +2,801+82.4% | Added |
| Concurrent Investment Advisors, LLC | 6,175 | $733.8K | 0.02% | −1,996−24.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,166 | $732.7K | 0.03% | −228−3.6% | Reduced |
| DCM Advisors, LLC | 6,144 | $730.1K | 0.37% | −552−8.2% | Reduced |
| Keybank National Association | 6,111 | $726.2K | 0.00% | +526+9.4% | Added |
| Zimmermann Investment Management & Planning LLC | 6,075 | $721.9K | 0.22% | +75+1.3% | Added |
| EWG Elevate Inc. | 6,062 | $720.4K | 0.29% | −803−11.7% | Reduced |
| Estabrook Capital Management | 6,037 | $717.4K | 0.11% | −200−3.2% | Reduced |
| Signaturefd, LLC | 6,026 | $716.1K | 0.01% | +677+12.7% | Added |
| Resources Investment Advisors, LLC. | 5,986 | $711.4K | 0.01% | +89+1.5% | Added |
| Wambolt & Associates, LLC | 5,966 | $705.4K | 0.19% | −3,449−36.6% | Reduced |
| Retireful, LLC | 5,891 | $700.0K | 0.52% | +5,891 | New |
| GTS Securities LLC | 5,886 | $699.4K | 0.01% | +5,886 | New |
| Essex Savings Bank | 5,859 | $696.2K | 0.17% | −55−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 5,833 | $693.1K | 0.01% | −634−9.8% | Reduced |
| Caldwell Investment Management Ltd. | 5,900 | $688.4K | 0.48% | +5,900 | New |
| Arete Wealth Advisors, LLC | 5,740 | $679.0K | 0.06% | −2,155−27.3% | Reduced |
| Garden State Investment Advisory Services LLC | 5,662 | $676.7K | 0.22% | 00.0% | Unchanged |
| Davis R M Inc | 5,686 | $675.7K | 0.01% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 5,788 | $675.6K | 0.41% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,648 | $671.2K | 0.15% | +5,648 | New |
| ORG Partners LLC | 5,603 | $666.0K | 0.11% | +3,994+248.2% | Added |
| Gateway Advisory, LLC | 5,479 | $651.1K | 0.10% | +5,479 | New |