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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 2,256 | $268.1K | 0.04% | +22+1.0% | Added |
| Mystic Asset Management, Inc. | 2,225 | $264.5K | 0.10% | +2,225 | New |
| BSW Wealth Partners | 2,222 | $264.1K | 0.04% | +2,222 | New |
| Heritage Wealth Advisors | 2,222 | $264.0K | 0.01% | +1,722+344.4% | Added |
| Signal Advisors Wealth, LLC | 2,197 | $261.1K | 0.04% | +2,197 | New |
| Clarius Group, LLC | 2,204 | $261.1K | 0.02% | −136−5.8% | Reduced |
| Hunter Associates Investment Management LLC | 2,199 | $261.0K | 0.04% | +2,199 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,170 | $256.6K | 0.14% | −412−16.0% | Reduced |
| Canandaigua National Bank & Trust Co | 2,150 | $255.5K | 0.02% | +2,150 | New |
| 44 Wealth Management LLC | 2,028 | $254.6K | 0.09% | +2,028 | New |
| Stiles Financial Services Inc | 2,127 | $252.8K | 0.09% | +2,127 | New |
| New Century Financial Group, LLC | 2,122 | $252.2K | 0.09% | +2,122 | New |
| Moloney Securities Asset Management, LLC | 2,120 | $251.9K | 0.03% | −135−6.0% | Reduced |
| Clayton Financial Group LLC | 2,102 | $249.8K | 0.09% | +2,102 | New |
| Balboa Wealth Partners | 2,100 | $249.6K | 0.06% | +2,100 | New |
| Syon Capital LLC | 2,096 | $249.0K | 0.02% | +2,096 | New |
| HBK Sorce Advisory LLC | 2,091 | $248.4K | 0.01% | +2,091 | New |
| Mission Creek Capital Partners, Inc. | 2,083 | $247.5K | 0.06% | +2,083 | New |
| Empower Advisory Group, LLC | 2,075 | $246.6K | 0.00% | −1,078−34.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,061 | $245.0K | 0.01% | +1,800+689.7% | Added |
| Morningstar Investment Services LLC | 2,095 | $245.0K | 0.00% | +2,095 | New |
| Saxony Capital Management, LLC | 2,054 | $244.0K | 0.22% | −522−20.3% | Reduced |
| Johnson Investment Counsel Inc | 2,043 | $242.8K | 0.00% | −361−15.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,040 | $242.4K | 0.04% | +2,040 | New |
| Values First Advisors, Inc. | 2,035 | $241.8K | 0.13% | +2,035 | New |
| Capital Asset Advisory Services LLC | 2,032 | $241.5K | 0.01% | +2,032 | New |
| CWA Asset Management Group, LLC | 2,019 | $239.9K | 0.01% | +2,019 | New |
| Cullen/Frost Bankers, Inc. | 2,017 | $239.7K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,013 | $239.2K | 0.16% | +2,013 | New |
| Financial Perspectives, Inc | 2,000 | $237.7K | 0.08% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,984 | $235.8K | 0.01% | +1,984 | New |
| Samalin Investment Counsel, LLC | 1,980 | $235.2K | 0.10% | +1,980 | New |
| Teacher Retirement System of Texas | 1,963 | $233.0K | 0.00% | −3,730−65.5% | Reduced |
| TPG Advisors LLC | 1,954 | $232.2K | 0.18% | +1,954 | New |
| Commerzbank Aktiengesellschaft | 1,951 | $232.0K | 0.01% | +1,951 | New |
| Adviser Investments LLC | 1,942 | $230.8K | 0.00% | +1,942 | New |
| Modera Wealth Management, LLC | 1,928 | $229.1K | 0.00% | +1,928 | New |
| Fulton Bank, N.A. | 1,924 | $228.6K | 0.01% | +1,924 | New |
| Legacy Advisors, LLC | 1,901 | $227.3K | 0.02% | +1,901 | New |
| Tower Wealth Partners, Inc. | 1,904 | $226.3K | 0.13% | +1,904 | New |
| City Center Advisors, LLC | 1,882 | $223.6K | 0.25% | +1,882 | New |
| Baker Ellis Asset Management LLC | 1,875 | $222.8K | 0.03% | +1,875 | New |
| Baader Bank INC | 2,003 | $222.7K | 0.02% | +2,003 | New |
| Avidian Wealth Solutions, LLC | 1,873 | $222.6K | 0.01% | +1,873 | New |
| Deseret Mutual Benefit Administrators | 1,861 | $221.1K | 0.11% | −116−5.9% | Reduced |
| Tyche Wealth Partners LLC | 1,855 | $220.4K | 0.05% | +1,855 | New |
| Secured Retirement Advisors, LLC | 1,847 | $219.5K | 0.16% | +1,847 | New |
| Berger Financial Group, Inc | 1,837 | $218.3K | 0.02% | +1,837 | New |
| FDx Advisors, Inc. | 1,836 | $218.0K | 0.06% | −557−23.3% | Reduced |
| Sequent Planning LLC | 1,814 | $215.6K | 0.07% | +1,814 | New |
| Cassaday & Co Wealth Management LLC | 1,812 | $215.3K | 0.01% | +1,812 | New |
| Monetary Management Group Inc | 1,800 | $213.9K | 0.05% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,800 | $213.9K | 0.02% | +1,800 | New |
| IMS Capital Management | 1,798 | $213.7K | 0.10% | +1,798 | New |
| Castle Rock Wealth Management, LLC | 1,832 | $213.6K | 0.05% | +1,832 | New |
| Conning Inc. | 1,794 | $213.2K | 0.01% | +1,794 | New |
| WealthPLAN Partners, LLC | 1,794 | $213.2K | 0.03% | +1,794 | New |
| Sepio Capital, LP | 1,782 | $211.8K | 0.02% | +1,782 | New |
| Baldwin Brothers Inc | 1,775 | $211.0K | 0.01% | −233−11.6% | Reduced |
| SJS Investment Consulting Inc. | 1,769 | $210.2K | 0.04% | +169+10.6% | Added |
| Prossimo Advisors, LLC | 1,765 | $210.0K | 0.15% | +1,765 | New |
| Savvy Advisors, Inc. | 1,761 | $209.3K | 0.04% | +1,761 | New |
| Stevens Capital Management LP | 1,758 | $209.0K | 0.03% | −487−21.7% | Reduced |
| Waterloo Capital, L.P. | 1,754 | $208.4K | 0.02% | +1,754 | New |
| M&R Capital Management Inc | 1,735 | $206.2K | 0.05% | +46+2.7% | Added |
| First Affirmative Financial Network | 1,735 | $206.1K | 0.11% | +1,735 | New |
| Fort Point Capital Partners LLC | 1,729 | $205.5K | 0.03% | +1,729 | New |
| Custom Index Systems, LLC | 1,729 | $205.5K | 0.11% | +1,729 | New |
| Wealthspire Advisors, LLC | 1,728 | $205.3K | 0.00% | +1,728 | New |
| MQS Management LLC | 1,725 | $205.0K | 0.11% | +1,725 | New |
| La Banque Postale Asset Management SA | 1,724 | $204.9K | 0.00% | −8,988−83.9% | Reduced |
| 1858 Wealth Management, LLC | 1,716 | $203.9K | 0.17% | −816−32.2% | Reduced |
| Quad-Cities Investment Group, LLC | 1,708 | $202.9K | 0.10% | +1,708 | New |
| Royal Capital Wealth Management, LLC | 1,700 | $202.0K | 0.14% | +1,700 | New |
| Clare Market Investments LLC | 1,700 | $202.0K | 0.05% | +1,700 | New |
| NVWM, LLC | 1,694 | $201.3K | 0.05% | −462−21.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,676 | $199.1K | 0.01% | +373+28.6% | Added |
| Plato Investment Management Ltd | 1,661 | $197.2K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,648 | $195.8K | 0.00% | +1+0.1% | Added |
| Tower View Investment Management & Research LLC | 1,632 | $193.9K | 0.11% | +11+0.7% | Added |
| Security National Bank | 1,619 | $192.4K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,646 | $192.1K | 0.02% | +783+90.7% | Added |
| Ronald Blue Trust, Inc. | 2,138 | $191.6K | 0.00% | +1,256+142.4% | Added |
| First Financial Corp | 1,500 | $178.2K | 0.09% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,500 | $178.2K | 0.03% | +1,500 | New |
| HHM Wealth Advisors, LLC | 1,462 | $173.7K | 0.02% | +199+15.8% | Added |
| Addison Advisors LLC | 1,448 | $172.0K | 0.05% | −343−19.2% | Reduced |
| Massmutual Trust Co FSB | 1,395 | $165.8K | 0.00% | +48+3.6% | Added |
| Quadrant Capital Group LLC | 1,394 | $165.7K | 0.01% | −79−5.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,390 | $165.2K | 0.06% | −356−20.4% | Reduced |
| Penserra Capital Management LLC | 1,391 | $164.0K | 0.00% | +16+1.2% | Added |
| Ci Investments Inc. | 1,369 | $163.0K | 0.00% | −21−1.5% | Reduced |
| Toth Financial Advisory Corp | 1,354 | $160.9K | 0.02% | −343−20.2% | Reduced |
| First Horizon Advisors, Inc. | 1,350 | $160.4K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,292 | $154.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,275 | $151.5K | 0.02% | −8−0.6% | Reduced |
| Sentry Investment Management LLC | 1,268 | $151.0K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,240 | $147.3K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,235 | $146.8K | 0.10% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,156 | $138.2K | 0.05% | +7+0.6% | Added |