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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 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, 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
Capital Wealth Planning, LLC0$00.00%−3,655−100.0%Sold out
Good Life Advisors, LLC0$00.00%−3,646−100.0%Sold out
Curbstone Financial Management Corp0$00.00%−3,590−100.0%Sold out
Lebenthal Global Advisors, LLC0$00.00%−3,526−100.0%Sold out
Pure Financial Advisors, Inc.0$00.00%−3,441−100.0%Sold out
MBB Public Markets I LLC0$00.00%−3,330−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−3,210−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−3,174−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−2,812−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,780−100.0%Sold out
Financial Advocates Investment Management0$00.00%−2,576−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−2,471−100.0%Sold out
StoneX Group Inc.0$00.00%−2,333−100.0%Sold out
Dakota Wealth Management0$00.00%−2,318−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,278−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−2,270−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−2,262−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−2,197−100.0%Sold out
Hunter Associates Investment Management LLC0$00.00%−2,199−100.0%Sold out
Hutchens & Kramer Investment Management Group, LLC0$00.00%−2,170−100.0%Sold out
44 Wealth Management LLC0$00.00%−2,028−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−2,095−100.0%Sold out
Samalin Investment Counsel, LLC0$00.00%−1,980−100.0%Sold out
Adviser Investments LLC0$00.00%−1,942−100.0%Sold out
City Center Advisors, LLC0$00.00%−1,882−100.0%Sold out
Baker Ellis Asset Management LLC0$00.00%−1,875−100.0%Sold out
Baader Bank INC0$00.00%−2,003−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−1,873−100.0%Sold out
Tyche Wealth Partners LLC0$00.00%−1,855−100.0%Sold out
Berger Financial Group, Inc0$00.00%−1,837−100.0%Sold out
FDx Advisors, Inc.0$00.00%−1,836−100.0%Sold out
Sequent Planning LLC0$00.00%−1,814−100.0%Sold out
Cassaday & Co Wealth Management LLC0$00.00%−1,812−100.0%Sold out
Harbour Trust & Investment Management Co0$00.00%−1,800−100.0%Sold out
IMS Capital Management0$00.00%−1,798−100.0%Sold out
Castle Rock Wealth Management, LLC0$00.00%−1,832−100.0%Sold out
Conning Inc.0$00.00%−1,794−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−1,794−100.0%Sold out
Sepio Capital, LP0$00.00%−1,782−100.0%Sold out
Baldwin Brothers Inc0$00.00%−1,775−100.0%Sold out
Prossimo Advisors, LLC0$00.00%−1,765−100.0%Sold out
Waterloo Capital, L.P.0$00.00%−1,754−100.0%Sold out
First Affirmative Financial Network0$00.00%−1,735−100.0%Sold out
Fort Point Capital Partners LLC0$00.00%−1,729−100.0%Sold out
Custom Index Systems, LLC0$00.00%−1,729−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−1,728−100.0%Sold out
MQS Management LLC0$00.00%−1,725−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−1,724−100.0%Sold out
1858 Wealth Management, LLC0$00.00%−1,716−100.0%Sold out
Quad-Cities Investment Group, LLC0$00.00%−1,708−100.0%Sold out
Royal Capital Wealth Management, LLC0$00.00%−1,700−100.0%Sold out
Clare Market Investments LLC0$00.00%−1,700−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−1,500−100.0%Sold out
TSFG, LLC0$00.00%−1,124−100.0%Sold out
Walleye Capital LLC0$00.00%−730−100.0%Sold out
Optiver Holding B.V.0$00.00%−687−100.0%Sold out
Elequin Capital LP0$00.00%−525−100.0%Sold out
Alta Advisers Ltd0$00.00%−500−100.0%Sold out
Main Street Group, LTD0$00.00%−376−100.0%Sold out
Teachers Insurance & Annuity Association of America0$00.00%−300−100.0%Sold out
Trust Co of Vermont0$00.00%−300−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−291−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−261−100.0%Sold out
Northwest Financial Advisors0$00.00%−141−100.0%Sold out
Planned Solutions, Inc.0$00.00%−107−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−100−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−71−100.0%Sold out
Jamison Private Wealth Management, Inc.0$00.00%−25−100.0%Sold out
MCF Advisors LLC0$00.00%−4−100.0%Sold out
Reston Wealth Management LLC0$00.00%−3−100.0%Sold out
WestEnd Advisors, LLC0$00.00%−2−100.0%Sold out
Quest Partners LLC0$00.00%−1−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%0Sold out
Kozak & Associates, Inc.0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Eagle Asset Management Inc––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Argent Financial Group, Inc.––––Not filed
SpiderRock Advisors, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Aquila Investment Management LLC––––Not filed
Raymond James Trust N.A.––––Not filed
Gateway Advisory, LLC––––Not filed
LifePro Asset Management––––Not filed
M&R Capital Management Inc––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
Halpern Financial, Inc.––––Not filed
Naples Money Management LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
Planning Capital Management Corp––––Not filed