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 |
|---|---|---|---|---|---|
| Pinnacle Family Advisors, LLC | 5,477 | $650.9K | 0.34% | +263+5.0% | Added |
| Golden State Equity Partners | 5,415 | $643.5K | 0.10% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,393 | $640.9K | 0.01% | +779+16.9% | Added |
| Augustine Asset Management Inc | 5,324 | $632.7K | 0.22% | +10+0.2% | Added |
| American Assets Capital Advisers, LLC | 5,318 | $631.9K | 0.19% | −67,216−92.7% | Reduced |
| Secure Asset Management, LLC | 5,231 | $621.6K | 0.11% | +196+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,203 | $618.3K | 0.02% | +962+22.7% | Added |
| Valued Retirements, Inc. | 5,198 | $617.7K | 0.85% | 00.0% | Unchanged |
| Coastline Trust Co | 5,147 | $611.6K | 0.07% | −97−1.8% | Reduced |
| ClearAlpha Technologies LP | 5,128 | $609.4K | 0.26% | +5,128 | New |
| NBC Securities, Inc. | 5,113 | $607.0K | 0.05% | −280−5.2% | Reduced |
| CAPROCK Group, Inc. | 5,049 | $604.6K | 0.02% | +1,051+26.3% | Added |
| NorthStar Asset Management LLC | 5,024 | $597.0K | 0.40% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,013 | $595.7K | 0.08% | −103−2.0% | Reduced |
| Perfromance Wealth Partners, LLC | 5,007 | $595.0K | 0.02% | 00.0% | Unchanged |
| West Wealth Group, LLC | 5,000 | $594.1K | 0.19% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,987 | $592.6K | 0.02% | −59,966−92.3% | Reduced |
| Texas Yale Capital Corp. | 4,925 | $585.2K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,909 | $583.3K | 0.01% | −364−6.9% | Reduced |
| Financial Management Professionals, Inc. | 4,845 | $576.0K | 0.07% | +71+1.5% | Added |
| SFG Wealth Management, LLC. | 4,822 | $573.0K | 0.30% | +20.0% | Added |
| Summit Trail Advisors, LLC | 4,777 | $571.0K | 0.01% | +4,777 | New |
| CX Institutional | 4,773 | $567.2K | 0.03% | +29+0.6% | Added |
| Yeomans Consulting Group, Inc. | 4,731 | $562.2K | 0.21% | +4,731 | New |
| High Net Worth Advisory Group LLC | 4,692 | $557.6K | 0.16% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,691 | $557.5K | 0.09% | +388+9.0% | Added |
| Qtron Investments LLC | 4,685 | $556.7K | 0.08% | −4,300−47.9% | Reduced |
| Pensionmark Financial Group, LLC | 4,664 | $554.2K | 0.02% | +4,664 | New |
| Atalanta Sosnoff Capital, LLC | 4,645 | $552.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,601 | $546.8K | 0.02% | −736−13.8% | Reduced |
| True Vision MN LLC | 4,546 | $543.5K | 0.33% | +485+11.9% | Added |
| Goldstone Financial Group, LLC | 4,548 | $540.5K | 0.09% | −88−1.9% | Reduced |
| Armor Investment Advisors, LLC | 4,538 | $539.3K | 0.22% | −195−4.1% | Reduced |
| Welch Group, LLC | 4,531 | $538.4K | 0.02% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,502 | $535.0K | 0.07% | −202−4.3% | Reduced |
| Vontobel Holding Ltd. | 4,500 | $534.7K | 0.00% | +4,500 | New |
| Scotia Capital Inc. | 4,492 | $533.9K | 0.00% | −29−0.6% | Reduced |
| Private Portfolio Partners LLC | 4,480 | $532.4K | 0.10% | +4,480 | New |
| LifePro Asset Management | 4,458 | $529.7K | 0.32% | +3+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 4,455 | $529.0K | 0.16% | +4,455 | New |
| Summit Financial, LLC | 4,391 | $524.9K | 0.02% | +204+4.9% | Added |
| Hartford Funds Management Co LLC | 4,398 | $522.6K | 0.05% | +354+8.8% | Added |
| Edmp, Inc. | 4,387 | $521.3K | 0.43% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,370 | $519.3K | 0.04% | +34+0.8% | Added |
| Stephens Inc | 4,360 | $518.1K | 0.01% | +3+0.1% | Added |
| Perigon Wealth Management, LLC | 4,338 | $515.5K | 0.01% | +160+3.8% | Added |
| Armstrong Advisory Group, Inc | 4,335 | $515.1K | 0.04% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 4,322 | $513.6K | 0.37% | +4,322 | New |
| Sculati Wealth Management, LLC | 4,320 | $513.3K | 0.20% | −550−11.3% | Reduced |
| Raleigh Capital Management Inc. | 4,303 | $511.3K | 0.20% | +107+2.6% | Added |
| Atomi Financial Group, Inc. | 4,276 | $508.2K | 0.03% | +396+10.2% | Added |
| NCP Inc. | 4,259 | $506.0K | 0.29% | +21+0.5% | Added |
| L.M. Kohn & Company | 4,242 | $504.1K | 0.13% | −245−5.5% | Reduced |
| Keystone Financial Group | 4,221 | $501.5K | 0.06% | +1,370+48.1% | Added |
| Jump Financial, LLC | 4,220 | $501.5K | 0.01% | +1,265+42.8% | Added |
| Westpac Banking Corp | 4,205 | $499.7K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,162 | $494.6K | 0.00% | +773+22.8% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $493.1K | 0.08% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4,125 | $490.2K | 0.18% | −205−4.7% | Reduced |
| Cornerstone Wealth Management, LLC | 4,119 | $489.4K | 0.03% | +10.0% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $485.4K | 0.31% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,083 | $485.2K | 0.02% | −75−1.8% | Reduced |
| Fayez Sarofim & Co | 4,080 | $484.8K | 0.00% | −637−13.5% | Reduced |
| Advisors Capital Management, LLC | 4,067 | $483.0K | 0.01% | +23+0.6% | Added |
| Trustmark National Bank Trust Department | 4,041 | $480.2K | 0.04% | −184−4.4% | Reduced |
| Aspen Investment Management Inc | 4,035 | $479.0K | 0.22% | +775+23.8% | Added |
| Sachetta, LLC | 4,022 | $478.1K | 0.19% | 00.0% | Unchanged |
| Citizens Business Bank | 4,000 | $475.3K | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,980 | $472.9K | 0.01% | −558−12.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,956 | $470.0K | 0.14% | +96+2.5% | Added |
| Southland Equity Partners LLC | 3,932 | $467.2K | 0.11% | −889−18.4% | Reduced |
| Moneta Group Investment Advisors LLC | 3,921 | $465.9K | 0.01% | +250+6.8% | Added |
| Core Wealth Partners LLC | 3,917 | $465.4K | 0.28% | +12+0.3% | Added |
| RMR Wealth Builders | 3,891 | $465.2K | 0.05% | −253−6.1% | Reduced |
| Park National Corp | 3,905 | $464.0K | 0.02% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 3,901 | $463.6K | 0.01% | +3,901 | New |
| Cornerstone Wealth Group, LLC | 3,888 | $462.0K | 0.04% | +4+0.1% | Added |
| LMR Partners LLP | 3,886 | $461.8K | 0.01% | −12,241−75.9% | Reduced |
| Ameritas Advisory Services, LLC | 3,878 | $460.8K | 0.02% | −67−1.7% | Reduced |
| Aire Advisors, LLC | 3,873 | $460.3K | 0.10% | +25+0.6% | Added |
| Prestige Wealth Management Group LLC | 3,846 | $459.8K | 0.10% | +3,712+2,770.1% | Added |
| Cetera Trust Company, N.A | 3,850 | $457.5K | 0.28% | −200−4.9% | Reduced |
| Walker Asset Management, LLC | 3,848 | $457.3K | 0.28% | +27+0.7% | Added |
| Sienna Gestion | 3,844 | $455.7K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,820 | $453.9K | 0.01% | +667+21.2% | Added |
| RMB Capital Management, LLC | 3,814 | $453.2K | 0.01% | −391−9.3% | Reduced |
| Ledgewood Wealth Advisors, LLC | 3,806 | $452.3K | 0.30% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $451.6K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,794 | $450.8K | 0.04% | +815+27.4% | Added |
| OneAscent Wealth Management LLC | 3,765 | $450.0K | 0.17% | +176+4.9% | Added |
| Crown Wealth Group, LLC | 3,746 | $445.1K | 0.19% | −615−14.1% | Reduced |
| Huntington National Bank | 3,730 | $443.2K | 0.00% | −118−3.1% | Reduced |
| Strategic Blueprint, LLC | 3,720 | $442.0K | 0.03% | −13−0.3% | Reduced |
| Foster & Motley Inc | 3,720 | $442.0K | 0.03% | −897−19.4% | Reduced |
| Destination Wealth Management | 3,707 | $440.4K | 0.01% | +761+25.8% | Added |
| Parallel Advisors, LLC | 3,705 | $440.4K | 0.01% | +488+15.2% | Added |
| E&G Advisors, LP | 3,700 | $439.7K | 0.12% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,478 | $436.6K | 0.02% | +191+5.8% | Added |
| Capital Wealth Planning, LLC | 3,655 | $434.3K | 0.00% | +3,655 | New |
| Good Life Advisors, LLC | 3,646 | $433.3K | 0.03% | +1,352+58.9% | Added |