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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 3,645 | $433.1K | 0.16% | −97−2.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,644 | $433.0K | 0.07% | −234−6.0% | Reduced |
| Exchange Traded Concepts, LLC | 3,636 | $432.1K | 0.01% | +3,564+4,950.0% | Added |
| Panagora Asset Management Inc | 3,593 | $427.0K | 0.00% | −6−0.2% | Reduced |
| Curbstone Financial Management Corp | 3,590 | $426.6K | 0.09% | +3,590 | New |
| Marex Group plc | 3,578 | $425.2K | 0.01% | −68,522−95.0% | Reduced |
| IFP Advisors, Inc | 3,565 | $423.6K | 0.02% | +448+14.4% | Added |
| Wolverine Trading, LLC | 3,622 | $422.8K | 0.01% | −7,089−66.2% | Reduced |
| TRUE Private Wealth Advisors | 3,532 | $419.7K | 0.05% | −677−16.1% | Reduced |
| Lebenthal Global Advisors, LLC | 3,526 | $419.0K | 0.09% | −30−0.8% | Reduced |
| Philadelphia Trust Co | 3,500 | $416.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 3,483 | $413.9K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,481 | $413.6K | 0.01% | +1,110+46.8% | Added |
| Lokken Investment Group LLC | 3,474 | $412.8K | 0.17% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,441 | $408.9K | 0.01% | +3,441 | New |
| Beaumont Financial Advisors, LLC | 3,441 | $408.9K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,421 | $406.5K | 0.13% | +3,421 | New |
| Geller Advisors LLC | 3,373 | $403.2K | 0.03% | +96+2.9% | Added |
| Cresset Asset Management, LLC | 3,388 | $402.6K | 0.00% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 3,350 | $398.1K | 0.09% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,330 | $395.7K | 0.03% | −16,587−83.3% | Reduced |
| Advisors Management Group Inc | 3,309 | $393.0K | 0.09% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,300 | $392.2K | 0.03% | +3+0.1% | Added |
| Howland Capital Management LLC | 3,279 | $392.0K | 0.02% | −927−22.0% | Reduced |
| TrinityPoint Wealth, LLC | 3,238 | $384.7K | 0.06% | +32+1.0% | Added |
| Private Trust Co NA | 3,226 | $383.3K | 0.04% | +68+2.2% | Added |
| Strategic Wealth Partners, Ltd. | 3,210 | $381.4K | 0.04% | −1,960−37.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,186 | $378.6K | 0.01% | +3,186 | New |
| Infrastructure Capital Advisors, LLC | 3,174 | $377.2K | 0.05% | −38−1.2% | Reduced |
| Twelve Points Wealth Management LLC | 3,152 | $374.6K | 0.12% | −39,858−92.7% | Reduced |
| Meeder Advisory Services, Inc. | 3,147 | $373.9K | 0.02% | −148−4.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,142 | $373.4K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,131 | $372.1K | 0.01% | +45+1.5% | Added |
| American Investment Services, Inc. | 3,103 | $368.7K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,034 | $362.7K | 0.01% | +167+5.8% | Added |
| Keystone Wealth Services, LLC | 3,050 | $362.4K | 0.10% | −208−6.4% | Reduced |
| Cigna Investments Inc | 3,043 | $362.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 3,042 | $361.5K | 0.11% | +42+1.4% | Added |
| Aristeia Capital LLC | 3,038 | $361.0K | 0.01% | +3,038 | New |
| Wedmont Private Capital | 3,077 | $359.3K | 0.02% | +473+18.2% | Added |
| Whittier Trust Co | 3,013 | $358.0K | 0.00% | −1,864−38.2% | Reduced |
| Change Path, LLC | 3,010 | $357.7K | 0.01% | +3,010 | New |
| Apriem Advisors | 3,000 | $356.5K | 0.04% | −200−6.3% | Reduced |
| Crestwood Advisors Group LLC | 2,990 | $355.3K | 0.01% | +52+1.8% | Added |
| IMA Wealth, Inc. | 2,954 | $353.1K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,971 | $353.0K | 0.01% | −114−3.7% | Reduced |
| Capital City Trust Co | 2,940 | $349.4K | 0.09% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,928 | $347.9K | 0.02% | −52−1.7% | Reduced |
| Charter Oak Capital Management, LLC | 2,920 | $347.0K | 0.03% | +5+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 2,916 | $346.6K | 0.05% | +27+0.9% | Added |
| Schechter Investment Advisors, LLC | 2,913 | $346.2K | 0.03% | −15−0.5% | Reduced |
| Schmidt P J Investment Management Inc | 2,860 | $339.9K | 0.06% | +100+3.6% | Added |
| Cypress Capital Group | 2,835 | $336.9K | 0.04% | −400−12.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,826 | $335.8K | 0.01% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,818 | $334.9K | 0.11% | −82−2.8% | Reduced |
| Arkadios Wealth Advisors | 2,812 | $334.2K | 0.02% | +158+6.0% | Added |
| Cooper Financial Group | 2,812 | $334.1K | 0.04% | −114−3.9% | Reduced |
| Prospera Financial Services Inc | 2,808 | $333.8K | 0.01% | +285+11.3% | Added |
| Jordan Park Group LLC | 2,803 | $333.1K | 0.02% | +2,803 | New |
| Dark Forest Capital Management LP | 2,780 | $330.3K | 0.04% | +2,780 | New |
| Jones Financial Companies LLLP | 2,808 | $327.8K | 0.00% | +2,177+345.0% | Added |
| Premier Path Wealth Partners, LLC | 2,738 | $325.4K | 0.05% | +129+4.9% | Added |
| Daymark Wealth Partners, LLC | 2,734 | $324.9K | 0.01% | −20−0.7% | Reduced |
| Investment House LLC | 2,700 | $320.8K | 0.02% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,700 | $320.8K | 0.29% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,696 | $320.4K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,693 | $320.0K | 0.00% | −7−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,679 | $318.8K | 0.01% | +6+0.2% | Added |
| Aberdeen Wealth Management LLC | 2,645 | $314.3K | 0.21% | −232−8.1% | Reduced |
| Seed Wealth Management, Inc. | 2,620 | $311.3K | 0.25% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 2,600 | $309.0K | 0.26% | −900−25.7% | Reduced |
| Segment Wealth Management, LLC | 2,600 | $309.0K | 0.02% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,596 | $308.4K | 0.05% | −1,584−37.9% | Reduced |
| Dynamic Advisor Solutions LLC | 2,589 | $307.6K | 0.01% | −160−5.8% | Reduced |
| Kestra Advisory Services, LLC | 2,580 | $306.5K | 0.00% | −70,570−96.5% | Reduced |
| Financial Advocates Investment Management | 2,576 | $306.1K | 0.02% | −47−1.8% | Reduced |
| Kovack Advisors, Inc. | 2,555 | $303.7K | 0.03% | −269−9.5% | Reduced |
| Perennial Investment Advisors, LLC | 2,549 | $302.9K | 0.04% | +9+0.4% | Added |
| Skopos Labs, Inc. | 2,527 | $300.3K | 0.10% | +2+0.1% | Added |
| Ausdal Financial Partners, Inc. | 2,494 | $296.3K | 0.03% | +206+9.0% | Added |
| Insigneo Advisory Services, LLC | 2,471 | $293.6K | 0.03% | +26+1.1% | Added |
| Mather Group, LLC. | 2,469 | $293.4K | 0.00% | −1,545−38.5% | Reduced |
| Naples Global Advisors, LLC | 2,450 | $293.1K | 0.03% | −250−9.3% | Reduced |
| Duncan Williams Asset Management, LLC | 2,453 | $291.5K | 0.16% | +2,453 | New |
| Fielder Capital Group LLC | 2,439 | $289.9K | 0.10% | +17+0.7% | Added |
| Nwam LLC | 2,436 | $289.5K | 0.02% | +2,436 | New |
| Bristlecone Advisors, LLC | 2,394 | $284.5K | 0.02% | −10−0.4% | Reduced |
| StoneX Group Inc. | 2,333 | $277.9K | 0.02% | +2,333 | New |
| Dakota Wealth Management | 2,318 | $275.4K | 0.01% | −19−0.8% | Reduced |
| Bedel Financial Consulting, Inc. | 2,317 | $275.4K | 0.04% | +10+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 2,305 | $273.9K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 2,303 | $273.6K | 0.09% | −230,948−99.0% | Reduced |
| Pegasus Asset Management, Inc. | 2,300 | $273.3K | 0.10% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,300 | $273.0K | 0.06% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,284 | $271.4K | 0.06% | −289−11.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,278 | $271.0K | 0.03% | +2,278 | New |
| Ashton Thomas Private Wealth, LLC | 2,270 | $269.7K | 0.01% | +651+40.2% | Added |
| Pinkerton Retirement Specialists, LLC | 2,268 | $269.5K | 0.04% | +2,268 | New |
| Liberty Wealth Management LLC | 2,262 | $269.0K | 0.05% | +2,262 | New |
| Clark Capital Management Group, Inc. | 2,258 | $268.3K | 0.00% | +2,258 | New |