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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 355 | $36.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $37.1K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 360 | $37.3K | 0.00% | −504−58.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 390 | $41.0K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 395 | $41.5K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 399 | $42.0K | 0.00% | −1,739−81.3% | Reduced |
| Canton Hathaway, LLC | 400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $42.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 400 | $42.0K | 0.00% | +400 | New |
| AdvisorNet Financial, Inc | 407 | $42.8K | 0.00% | −9−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 440 | $46.6K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 450 | $47.3K | 0.02% | −60−11.8% | Reduced |
| Dunhill Financial, LLC | 467 | $49.1K | 0.02% | +14+3.1% | Added |
| Hanson & Doremus Investment Management | 475 | $50.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 489 | $51.4K | 0.00% | +155+46.4% | Added |
| Quest 10 Wealth Builders, Inc. | 495 | $52.0K | 0.05% | +495 | New |
| CVA Family Office, LLC | 499 | $52.5K | 0.01% | +26+5.5% | Added |
| Parkworth Wealth Management, Inc. | 500 | $52.5K | 0.04% | +500 | New |
| Princeton Global Asset Management LLC | 500 | $52.6K | 0.01% | −500−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 500 | $52.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $52.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $53.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 511 | $53.7K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 504 | $53.7K | 0.00% | −545−52.0% | Reduced |
| Venturi Wealth Management, LLC | 514 | $54.0K | 0.00% | +263+104.8% | Added |
| Oakworth Capital, Inc. | 520 | $54.7K | 0.00% | +520 | New |
| Compass Wealth Management LLC | 525 | $55.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 558 | $58.7K | 0.00% | +1+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 560 | $59.2K | 0.02% | −55−8.9% | Reduced |
| North Star Investment Management Corp. | 570 | $59.9K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 572 | $60.1K | 0.05% | +572 | New |
| Caitlin John, LLC | 585 | $61.5K | 0.04% | −20−3.3% | Reduced |
| Financial Avengers, Inc. | 592 | $62.2K | 0.03% | +3+0.5% | Added |
| Sawyer & Company, Inc | 595 | $63.0K | 0.02% | −180−23.2% | Reduced |
| Global X Japan Co., Ltd. | 605 | $63.6K | 0.01% | +57+10.4% | Added |
| GHP Investment Advisors, Inc. | 606 | $63.7K | 0.00% | −37−5.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 607 | $63.8K | 0.01% | +607 | New |
| True Wealth Design, LLC | 622 | $65.4K | 0.03% | −97−13.5% | Reduced |
| Proffitt & Goodson Inc | 622 | $65.4K | 0.01% | +83+15.4% | Added |
| Harbor Investment Advisory, LLC | 624 | $65.6K | 0.01% | +1+0.2% | Added |
| Harbor Capital Advisors, Inc. | 635 | $67.0K | 0.00% | −35−5.2% | Reduced |
| Valley National Advisers Inc | 655 | $68.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 660 | $69.4K | 0.07% | +660 | New |
| Avion Wealth | 699 | $73.0K | 0.02% | −213−23.4% | Reduced |
| Tobam | 709 | $75.0K | 0.02% | +30+4.4% | Added |
| Eastern Bank | 735 | $77.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $78.8K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 761 | $80.0K | 0.03% | +14+1.9% | Added |
| ORG Wealth Partners, LLC | 769 | $80.8K | 0.02% | −57−6.9% | Reduced |
| Neo Ivy Capital Management | 771 | $81.0K | 0.02% | +771 | New |
| Loomis Sayles & Co L P | 776 | $82.0K | 0.00% | −96−11.0% | Reduced |
| Bank of New Hampshire | 795 | $83.6K | 0.02% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 800 | $84.1K | 0.05% | +800 | New |
| Bayforest Capital Ltd | 810 | $85.1K | 0.11% | +810 | New |
| Cromwell Holdings LLC | 811 | $85.8K | 0.05% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 820 | $86.2K | 0.09% | +820 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 846 | $88.9K | 0.00% | +5+0.6% | Added |
| Quarry LP | 875 | $92.0K | 0.02% | +379+76.4% | Added |
| Bay Harbor Wealth Management, LLC | 881 | $93.2K | 0.03% | +34+4.0% | Added |
| Sound Income Strategies, LLC | 921 | $96.8K | 0.01% | +1+0.1% | Added |
| Sandy Spring Bank | 923 | $97.0K | 0.00% | +6+0.7% | Added |
| Clearstead Advisors, LLC | 930 | $97.7K | 0.00% | −37−3.8% | Reduced |
| SRS Capital Advisors, Inc. | 930 | $97.8K | 0.01% | +686+281.1% | Added |
| JFS Wealth Advisors, LLC | 956 | $100.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 960 | $100.9K | 0.01% | −4−0.4% | Reduced |
| Lindbrook Capital, LLC | 987 | $103.7K | 0.01% | −45−4.4% | Reduced |
| Hexagon Capital Partners LLC | 1,000 | $105.1K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,017 | $106.0K | 0.00% | +10+1.0% | Added |
| Sittner & Nelson, LLC | 1,026 | $107.9K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,075 | $113.0K | 0.03% | +1,075 | New |
| Sentry Investment Management LLC | 1,090 | $115.0K | 0.05% | −178−14.0% | Reduced |
| First Command Advisory Services, Inc. | 1,100 | $115.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,101 | $115.7K | 0.05% | +1,101 | New |
| Geneos Wealth Management Inc. | 1,142 | $120.0K | 0.00% | −20−1.7% | Reduced |
| Carolinas Wealth Consulting LLC | 1,144 | $121.0K | 0.02% | −5−0.4% | Reduced |
| Eagle Bay Advisors LLC | 1,161 | $122.9K | 0.08% | +5+0.4% | Added |
| Peoples Bank | 1,235 | $129.8K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,276 | $134.1K | 0.02% | +1+0.1% | Added |
| Transce3nd, LLC | 1,285 | $135.1K | 0.05% | +1,285 | New |
| Silvant Capital Management LLC | 1,292 | $135.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,350 | $141.9K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,350 | $141.9K | 0.15% | +1,350 | New |
| Toth Financial Advisory Corp | 1,354 | $142.3K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,380 | $145.1K | 0.05% | +500+56.8% | Added |
| Addison Advisors LLC | 1,391 | $146.2K | 0.04% | −57−3.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,461 | $153.6K | 0.04% | +71+5.1% | Added |
| Ci Investments Inc. | 1,467 | $154.0K | 0.00% | +98+7.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $154.5K | 0.01% | −600−29.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,471 | $154.6K | 0.02% | +9+0.6% | Added |
| Muzinich & Co., Inc. | 1,472 | $154.7K | 0.11% | +385+35.4% | Added |
| Quadrant Capital Group LLC | 1,480 | $155.6K | 0.01% | +86+6.2% | Added |
| First Financial Corp | 1,500 | $157.7K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,600 | $168.2K | 0.03% | −169−9.6% | Reduced |
| Security National Bank | 1,619 | $170.2K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,642 | $172.6K | 0.09% | +10+0.6% | Added |
| Central Trust Co | 1,647 | $173.1K | 0.00% | −1−0.1% | Reduced |
| Plato Investment Management Ltd | 1,661 | $175.2K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,682 | $176.8K | 0.10% | −353−17.3% | Reduced |
| NVWM, LLC | 1,694 | $178.1K | 0.04% | 00.0% | Unchanged |