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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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in Iron Mountain Inc as of Dec 31, 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
1,067
+30 vs. Q3 2024
Shares held
237.3M
−4.59M (−1.9%) vs. Q3 2024
Total value
$24.9B
−$3.75B (−13.1%) vs. Q3 2024
New holders
139
364 more added
Sold out
109
409 more reduced

19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,067 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ4 2024: $24.9B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2024.

Institutions holding IRM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC0$190.00%0New
Cape Investment Advisory, Inc.1$1050.00%+1New
Private Wealth Management Group, LLC2$2110.00%00.0%Unchanged
Redwood Park Advisors LLC2$2110.00%+2New
PFG Private Wealth Management, LLC3$3250.00%00.0%Unchanged
Winnow Wealth LLC5$4430.00%+5New
Wolff Wiese Magana LLC5$5260.00%00.0%Unchanged
Tortoise Investment Management, LLC5$5260.00%00.0%Unchanged
Crewe Advisors LLC5$5260.00%+2+66.7%Added
NBC Securities, Inc.5$5440.05%−5,108−99.9%Reduced
Bokf, NA6$6070.00%+3+100.0%Added
TFC Financial Management6$6310.00%00.0%Unchanged
Ruedi Wealth Management, Inc.6$6310.00%00.0%Unchanged
Capital A Wealth Management, LLC6$6310.00%+6New
Nemes Rush Group LLC7$7360.00%+7New
Riverview Trust Co8$8410.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$8410.00%+8New
Colonial Trust Co9$9330.00%+5+125.0%Added
Stance Capital LLC9$9460.00%+9New
Capital Advisors, Ltd. LLC11$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc6$1.00K0.00%+6New
MPWM Advisory Solutions, LLC10$1.05K0.00%+10New
WealthTrak Capital Management LLC10$1.05K0.00%+10New
NewSquare Capital LLC11$1.16K0.00%+11New
BOK Financial Private Wealth, Inc.11$1.17K0.00%+11New
Aspect Partners, LLC14$1.47K0.00%00.0%Unchanged
Millstone Evans Group, LLC14$1.47K0.00%+14New
Clark Wealth Partners14$1.47K0.00%+14New
WPG Advisers, LLC17$1.79K0.00%+17New
Cornerstone Planning Group LLC19$1.98K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC19$2.00K0.00%+19New
POM Investment Strategies, LLC19$2.00K0.00%+19New
Strengthening Families & Communities, LLC15$2.00K0.00%00.0%Unchanged
Pineridge Advisors LLC22$2.31K0.00%−4−15.4%Reduced
Aster Capital Management (DIFC) Ltd22$2.31K0.00%+22New
Trifecta Capital Advisors, LLC27$2.84K0.00%00.0%Unchanged
Sierra Ocean, LLC27$2.85K0.00%+27New
Holos Integrated Wealth LLC28$2.98K0.00%+28New
Hollencrest Capital Management29$3.05K0.00%00.0%Unchanged
UMA Financial Services, Inc.32$3.40K0.00%+32New
Global Financial Private Client, LLC37$3.89K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC41$4.31K0.00%00.0%Unchanged
Copia Wealth Management42$4.42K0.00%+42New
Decker Retirement Planning Inc.44$4.63K0.00%+44New
High Note Wealth, LLC50$5.26K0.00%+50New
Innovative Advisory Group, LLC50$5.26K0.00%+50New
Mowery & Schoenfeld Wealth Management, LLC56$5.89K0.01%+56New
Farmers & Merchants Trust Co of Chambersburg PA58$6.00K0.00%00.0%Unchanged
Manchester Capital Management LLC78$8.20K0.00%00.0%Unchanged
Oarsman Capital, Inc.84$8.83K0.00%−35−29.4%Reduced
Asset Dedication, LLC85$8.94K0.00%−100−54.1%Reduced
Anfield Capital Management, LLC88$9.25K0.00%00.0%Unchanged
Red Tortoise LLC94$9.88K0.01%00.0%Unchanged
Hoese & Co LLP100$10.5K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.100$10.5K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC100$10.5K0.00%+100New
Kestra Investment Management, LLC100$10.5K0.00%+100New
1620 Investment Advisors, Inc.101$10.6K0.01%+25+32.9%Added
MV Capital Management, Inc.102$10.7K0.00%+1+1.0%Added
LRI Investments, LLC106$11.1K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC112$11.8K0.00%+112New
Moisand Fitzgerald Tamayo, LLC113$11.9K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC123$12.9K0.01%00.0%Unchanged
Tidemark, LLC125$13.1K0.01%00.0%Unchanged
Evelyn Partners Investment Management LLP125$13.1K0.00%+125New
Bellwether Advisors, LLC128$13.5K0.00%+128New
Bell Investment Advisors, Inc131$13.8K0.00%00.0%Unchanged
Grove Bank & Trust135$14.2K0.00%+100+285.7%Added
Accordant Advisory Group Inc137$14.4K0.01%––
Park Place Capital Corp141$14.8K0.00%00.0%Unchanged
Rise Advisors, LLC147$15.5K0.01%−28−16.0%Reduced
Meeder Asset Management Inc152$16.0K0.00%−4−2.6%Reduced
Raffa Wealth Management, LLC156$16.4K0.00%+117+300.0%Added
Hemington Wealth Management164$17.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC158$17.0K0.00%+7+4.6%Added
Central Pacific Bank - Trust Division163$17.1K0.00%+163New
Chesapeake Asset Management LLC175$18.4K0.02%00.0%Unchanged
Covestor Ltd183$19.0K0.01%−16−8.0%Reduced
Coston, McIsaac & Partners185$19.0K0.01%+2+1.1%Added
Strategic Investment Solutions, Inc.200$21.0K0.01%00.0%Unchanged
Chilton Capital Management LLC205$21.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc205$21.5K0.00%00.0%Unchanged
Versant Capital Management, Inc218$22.9K0.00%+192+738.5%Added
Tucker Asset Management LLC227$23.9K0.00%+47+26.1%Added
Zions Bancorporation, N.A.229$24.1K0.00%00.0%Unchanged
IMG Wealth Management, Inc.244$25.6K0.02%+244New
Beacon Capital Management, LLC250$26.3K0.00%00.0%Unchanged
PFS Partners, LLC250$26.3K0.01%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC250$26.3K0.00%+250New
Key Financial Inc252$26.5K0.01%+251+25,100.0%Added
Cary Street Partner Investment Advisory LLC261$27.4K0.02%−12,480−98.0%Reduced
Thompson Investment Management, Inc.264$27.7K0.00%−800−75.2%Reduced
West Branch Capital LLC275$28.9K0.01%00.0%Unchanged
Quent Capital, LLC276$29.0K0.00%+36+15.0%Added
AlphaMark Advisors, LLC291$31.0K0.01%−298−50.6%Reduced
IAG Wealth Partners, LLC295$31.0K0.01%00.0%Unchanged
Capital Analysts, LLC300$32.0K0.00%00.0%Unchanged
Godsey & Gibb Associates325$34.2K0.00%00.0%Unchanged
WR Wealth Planners, LLC328$34.5K0.01%−10−3.0%Reduced
Medallion Wealth Advisors, LLC420$36.1K0.02%+420New