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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,793 | $185.9K | 0.02% | +147+8.9% | Added |
| Monetary Management Group Inc | 1,800 | $189.2K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 1,812 | $190.5K | 0.02% | −3,335−64.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,919 | $201.7K | 0.10% | +58+3.1% | Added |
| Wolverine Trading, LLC | 1,948 | $202.0K | 0.00% | −1,674−46.2% | Reduced |
| Fulton Bank, N.A. | 1,924 | $202.2K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,928 | $202.6K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,940 | $205.3K | 0.02% | +39+2.1% | Added |
| TPG Advisors LLC | 1,954 | $205.4K | 0.16% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 1,967 | $206.8K | 0.12% | +120+6.5% | Added |
| Clarius Group, LLC | 1,972 | $207.3K | 0.01% | −232−10.5% | Reduced |
| Empower Advisory Group, LLC | 1,985 | $208.6K | 0.00% | −90−4.3% | Reduced |
| Tower Wealth Partners, Inc. | 1,987 | $208.9K | 0.11% | +83+4.4% | Added |
| Cullen/Frost Bankers, Inc. | 2,000 | $210.2K | 0.00% | −17−0.8% | Reduced |
| Financial Perspectives, Inc | 2,000 | $210.2K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,000 | $210.2K | 0.08% | +2,000 | New |
| Affinity Investment Advisors, LLC | 2,013 | $211.6K | 0.18% | 00.0% | Unchanged |
| Syon Capital LLC | 2,014 | $211.7K | 0.02% | −82−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 2,034 | $213.8K | 0.03% | −86−4.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,040 | $214.4K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,032 | $214.8K | 0.01% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 2,062 | $216.7K | 0.19% | +8+0.4% | Added |
| Bridgewater Associates, LP | 2,074 | $218.0K | 0.00% | +2,074 | New |
| Mission Creek Capital Partners, Inc. | 2,085 | $219.2K | 0.05% | +2+0.1% | Added |
| Sagespring Wealth Partners, LLC | 2,086 | $219.2K | 0.01% | +2,086 | New |
| Penserra Capital Management LLC | 2,106 | $220.0K | 0.00% | +715+51.4% | Added |
| FNY Investment Advisers, LLC | 2,100 | $220.0K | 0.11% | +2,100 | New |
| Clayton Financial Group LLC | 2,102 | $220.9K | 0.08% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,099 | $221.9K | 0.09% | −23−1.1% | Reduced |
| Anb Bank | 2,116 | $222.4K | 0.10% | +2,116 | New |
| XTX Topco Ltd | 2,124 | $223.3K | 0.02% | +2,124 | New |
| Stiles Financial Services Inc | 2,127 | $223.6K | 0.08% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,130 | $223.8K | 0.01% | +39+1.9% | Added |
| Canandaigua National Bank & Trust Co | 2,150 | $226.0K | 0.02% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,200 | $231.0K | 0.05% | −100−4.3% | Reduced |
| Financial Sense Advisors, Inc. | 2,216 | $232.9K | 0.08% | +2,216 | New |
| Heritage Wealth Advisors | 2,222 | $233.6K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,226 | $234.1K | 0.06% | +10.0% | Added |
| Bingham Private Wealth, LLC | 2,241 | $235.6K | 0.25% | +2,241 | New |
| Commerzbank Aktiengesellschaft | 2,280 | $237.0K | 0.01% | +329+16.9% | Added |
| Naples Global Advisors, LLC | 2,250 | $238.1K | 0.02% | −200−8.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,277 | $239.3K | 0.01% | −28−1.2% | Reduced |
| Scientech Research LLC | 2,282 | $239.9K | 0.07% | +2,282 | New |
| Ignite Planners, LLC | 2,286 | $241.6K | 0.05% | +2+0.1% | Added |
| Pegasus Asset Management, Inc. | 2,300 | $241.8K | 0.09% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,306 | $242.4K | 0.04% | +50+2.2% | Added |
| Strategic Financial Concepts, LLC | 2,308 | $242.6K | 0.05% | +5+0.2% | Added |
| Bedel Financial Consulting, Inc. | 2,337 | $242.9K | 0.03% | +20+0.9% | Added |
| Diversify Wealth Management, LLC | 2,415 | $244.3K | 0.02% | +2,415 | New |
| Wesbanco Bank Inc | 2,329 | $244.8K | 0.01% | +345+17.4% | Added |
| Gsa Capital Partners LLP | 2,329 | $245.0K | 0.02% | +2,329 | New |
| Texas Bank & Trust Co | 2,334 | $245.3K | 0.10% | +2,334 | New |
| Ausdal Financial Partners, Inc. | 2,349 | $246.9K | 0.02% | −145−5.8% | Reduced |
| Bristlecone Advisors, LLC | 2,394 | $251.6K | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 2,404 | $252.7K | 0.07% | −748−23.7% | Reduced |
| Fielder Capital Group LLC | 2,408 | $253.1K | 0.08% | −31−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,427 | $255.1K | 0.01% | +751+44.8% | Added |
| Nwam LLC | 2,436 | $256.1K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,446 | $257.1K | 0.05% | −2,567−51.2% | Reduced |
| Dynamic Advisor Solutions LLC | 2,456 | $258.2K | 0.01% | −133−5.1% | Reduced |
| Duncan Williams Asset Management, LLC | 2,466 | $259.2K | 0.10% | +13+0.5% | Added |
| Boothbay Fund Management, LLC | 2,501 | $262.9K | 0.01% | +2,501 | New |
| Savvy Advisors, Inc. | 2,527 | $265.6K | 0.03% | +766+43.5% | Added |
| Kovack Advisors, Inc. | 2,542 | $267.2K | 0.03% | −13−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 2,545 | $267.5K | 0.03% | −4−0.2% | Reduced |
| Skopos Labs, Inc. | 2,553 | $268.3K | 0.08% | +26+1.0% | Added |
| Channel Wealth LLC | 2,569 | $270.0K | 0.09% | −249−8.8% | Reduced |
| Warm Springs Advisors Inc. | 2,574 | $270.6K | 0.25% | +2,574 | New |
| Great Valley Advisor Group, Inc. | 2,580 | $271.1K | 0.01% | −99−3.7% | Reduced |
| Mather Group, LLC. | 2,582 | $271.4K | 0.00% | +113+4.6% | Added |
| Centerpoint Advisory Group | 2,585 | $271.7K | 0.26% | +2,585 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,597 | $273.0K | 0.05% | +10.0% | Added |
| Segment Wealth Management, LLC | 2,600 | $273.3K | 0.02% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 2,600 | $273.3K | 0.23% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 2,620 | $275.4K | 0.22% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,645 | $278.0K | 0.19% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,696 | $283.4K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 2,700 | $283.8K | 0.02% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,700 | $283.8K | 0.26% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,719 | $285.8K | 0.00% | +2,718+271,800.0% | Added |
| Jaffetilchin Investment Partners, LLC | 2,722 | $286.1K | 0.02% | −5,197−65.6% | Reduced |
| BSW Wealth Partners | 2,723 | $286.2K | 0.04% | +501+22.5% | Added |
| Clark Capital Management Group, Inc. | 2,776 | $291.8K | 0.00% | +518+22.9% | Added |
| Jordan Park Group LLC | 2,803 | $294.6K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,815 | $295.9K | 0.01% | +81+3.0% | Added |
| NorthCrest Asset Manangement, LLC | 2,826 | $297.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 2,835 | $298.0K | 0.04% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,844 | $298.9K | 0.05% | +106+3.9% | Added |
| Schechter Investment Advisors, LLC | 2,846 | $299.1K | 0.02% | −67−2.3% | Reduced |
| LMR Partners LLP | 2,847 | $299.2K | 0.01% | −1,039−26.7% | Reduced |
| Private Trust Co NA | 2,854 | $300.0K | 0.03% | −372−11.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,859 | $300.5K | 0.01% | −112−3.8% | Reduced |
| Schmidt P J Investment Management Inc | 2,860 | $300.6K | 0.05% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,864 | $301.0K | 0.04% | +2,864 | New |
| Alethea Capital Management, LLC | 2,884 | $303.1K | 0.26% | +2,884 | New |
| Fifth Third Wealth Advisors LLC | 2,899 | $304.7K | 0.02% | −29−1.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,918 | $306.8K | 0.04% | +2+0.1% | Added |
| Charter Oak Capital Management, LLC | 2,924 | $307.3K | 0.03% | +4+0.1% | Added |
| Aristeia Capital LLC | 2,926 | $307.6K | 0.01% | −112−3.7% | Reduced |
| Capital City Trust Co | 2,940 | $309.0K | 0.08% | 00.0% | Unchanged |