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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 2,952 | $310.3K | 0.04% | +140+5.0% | Added |
| Intrua Financial, LLC | 2,954 | $310.5K | 0.05% | −1,737−37.0% | Reduced |
| IMA Wealth, Inc. | 2,954 | $312.6K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,989 | $314.0K | 0.06% | −54−1.8% | Reduced |
| Park Square Financial Group, LLC | 2,991 | $314.4K | 0.22% | +2,991 | New |
| Apriem Advisors | 3,000 | $315.3K | 0.04% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,000 | $315.3K | 0.24% | +3,000 | New |
| OneAscent Wealth Management LLC | 3,039 | $319.0K | 0.13% | −726−19.3% | Reduced |
| Clean Yield Group | 3,042 | $319.7K | 0.10% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,042 | $319.8K | 0.02% | −105−3.3% | Reduced |
| Evergreen Capital Management LLC | 3,034 | $321.0K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,071 | $322.8K | 0.01% | +81+2.7% | Added |
| Prospera Financial Services Inc | 3,091 | $325.1K | 0.01% | +283+10.1% | Added |
| American Investment Services, Inc. | 3,103 | $326.2K | 0.06% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 3,104 | $326.3K | 0.12% | −1,627−34.4% | Reduced |
| Wedmont Private Capital | 3,247 | $328.5K | 0.02% | +170+5.5% | Added |
| Core Wealth Partners LLC | 3,127 | $328.6K | 0.19% | −790−20.2% | Reduced |
| Keystone Wealth Services, LLC | 3,127 | $328.7K | 0.09% | +77+2.5% | Added |
| Jacobi Capital Management LLC | 3,138 | $329.9K | 0.02% | −162−4.9% | Reduced |
| Sovereign Financial Group, Inc. | 3,142 | $330.3K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 3,157 | $331.8K | 0.00% | +144+4.8% | Added |
| Keystone Financial Group | 3,173 | $333.5K | 0.03% | −1,048−24.8% | Reduced |
| Stratos Wealth Partners, LTD. | 3,194 | $335.7K | 0.00% | +8+0.3% | Added |
| TrinityPoint Wealth, LLC | 3,194 | $335.7K | 0.05% | −44−1.4% | Reduced |
| Miracle Mile Advisors, LLC | 3,215 | $337.9K | 0.01% | +84+2.7% | Added |
| Johnson Investment Counsel Inc | 3,231 | $339.6K | 0.00% | +1,188+58.1% | Added |
| Beaumont Financial Advisors, LLC | 3,233 | $339.8K | 0.03% | −208−6.0% | Reduced |
| Sigma Planning Corp | 3,272 | $343.9K | 0.01% | −1,329−28.9% | Reduced |
| Howland Capital Management LLC | 3,279 | $347.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 3,309 | $347.8K | 0.00% | −421−11.3% | Reduced |
| Geller Advisors LLC | 3,288 | $347.9K | 0.02% | −85−2.5% | Reduced |
| Advisors Management Group Inc | 3,309 | $348.0K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,317 | $348.7K | 0.00% | −71−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 3,396 | $349.3K | 0.01% | −82−2.4% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $352.1K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,391 | $356.5K | 0.08% | −541−13.8% | Reduced |
| Foster & Motley Inc | 3,400 | $357.0K | 0.02% | −320−8.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,414 | $358.0K | 0.11% | +3,414 | New |
| Natural Investments, LLC | 3,439 | $361.0K | 0.10% | +3,439 | New |
| Mission Wealth Management, LP | 3,445 | $362.1K | 0.01% | −36−1.0% | Reduced |
| Severin Investments, LLC | 3,449 | $362.6K | 0.36% | +3,449 | New |
| Callan Family Office, LLC | 3,461 | $363.8K | 0.02% | +3,461 | New |
| Richard W. Paul & Associates, LLC | 3,469 | $364.6K | 0.13% | −656−15.9% | Reduced |
| Lokken Investment Group LLC | 3,474 | $365.2K | 0.16% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 3,483 | $366.1K | 0.04% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $368.0K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,532 | $371.2K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,532 | $371.3K | 0.14% | −771−17.9% | Reduced |
| Palacios Wealth Management, LLC | 3,525 | $373.3K | 0.40% | +3,525 | New |
| Stevens Capital Management LP | 3,564 | $375.0K | 0.15% | +1,806+102.7% | Added |
| Trustmark National Bank Trust Department | 3,593 | $377.7K | 0.03% | −448−11.1% | Reduced |
| Blue Rock Wealth Management LLC | 3,600 | $378.4K | 0.40% | +3,600 | New |
| Cetera Trust Company, N.A | 3,625 | $381.0K | 0.25% | −225−5.8% | Reduced |
| Destination Wealth Management | 3,646 | $383.2K | 0.01% | −61−1.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,661 | $385.1K | 0.06% | +17+0.5% | Added |
| International Assets Investment Management, LLC | 3,689 | $386.4K | 0.03% | −444,955−99.2% | Reduced |
| Aire Advisors, LLC | 3,696 | $388.5K | 0.08% | −177−4.6% | Reduced |
| E&G Advisors, LP | 3,700 | $388.9K | 0.11% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,730 | $392.1K | 0.04% | +3,421+1,107.1% | Added |
| RMR Wealth Builders | 3,752 | $394.4K | 0.04% | −139−3.6% | Reduced |
| Crown Wealth Group, LLC | 3,758 | $395.0K | 0.16% | +12+0.3% | Added |
| Parallel Advisors, LLC | 3,765 | $395.8K | 0.01% | +60+1.6% | Added |
| Strategic Blueprint, LLC | 3,798 | $399.2K | 0.02% | +78+2.1% | Added |
| Citizens Business Bank | 3,800 | $399.4K | 0.07% | −200−5.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $399.4K | 0.05% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 3,806 | $400.0K | 0.26% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,813 | $400.8K | 0.01% | −10.0% | Reduced |
| Park National Corp | 3,838 | $403.4K | 0.01% | −67−1.7% | Reduced |
| AXA S.A. | 3,840 | $403.6K | 0.00% | +3,840 | New |
| Sienna Gestion | 3,844 | $404.0K | 0.03% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 3,871 | $406.9K | 0.25% | +23+0.6% | Added |
| Cornerstone Wealth Group, LLC | 3,901 | $410.0K | 0.03% | +13+0.3% | Added |
| Abn Amro Investment Solutions | 3,916 | $411.6K | 0.01% | +15+0.4% | Added |
| Bogart Wealth, LLC | 3,971 | $417.4K | 0.02% | −112−2.7% | Reduced |
| Horizon Investments, LLC | 4,013 | $421.8K | 0.01% | +33+0.8% | Added |
| Axis Wealth Partners, LLC | 4,017 | $422.2K | 0.36% | +4,017 | New |
| Sachetta, LLC | 4,022 | $422.9K | 0.17% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,031 | $423.7K | 0.10% | +1,931+92.0% | Added |
| Advisors Capital Management, LLC | 4,059 | $426.6K | 0.01% | −8−0.2% | Reduced |
| Pinnacle Associates Ltd | 4,065 | $427.2K | 0.01% | +4,065 | New |
| Disciplined Equity Management, Inc. | 4,085 | $429.4K | 0.28% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,092 | $430.1K | 0.01% | +214+5.5% | Added |
| Cornerstone Wealth Management, LLC | 4,119 | $432.9K | 0.03% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 4,129 | $434.0K | 0.20% | +94+2.3% | Added |
| Ontario Teachers Pension Plan Board | 4,131 | $434.2K | 0.01% | −3,742−47.5% | Reduced |
| Kavar Capital Partners Group, LLC | 4,150 | $436.2K | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,167 | $438.0K | 0.00% | +5+0.1% | Added |
| L.M. Kohn & Company | 4,172 | $438.5K | 0.11% | −70−1.7% | Reduced |
| Stephens Inc | 4,186 | $440.0K | 0.01% | −174−4.0% | Reduced |
| Prestige Wealth Management Group LLC | 4,160 | $440.2K | 0.09% | +314+8.2% | Added |
| Westpac Banking Corp | 4,205 | $442.0K | 0.03% | 00.0% | Unchanged |
| BCO Wealth Management LLC | 4,275 | $449.3K | 0.37% | +4,275 | New |
| NCP Inc. | 4,277 | $449.5K | 0.23% | +18+0.4% | Added |
| Perigon Wealth Management, LLC | 4,084 | $450.3K | 0.01% | −254−5.9% | Reduced |
| Wambolt & Associates, LLC | 4,299 | $451.9K | 0.14% | −1,667−27.9% | Reduced |
| Vident Advisory, LLC | 4,314 | $453.5K | 0.01% | +494+12.9% | Added |
| Sculati Wealth Management, LLC | 4,320 | $454.1K | 0.18% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,322 | $454.3K | 0.24% | −500−10.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,322 | $454.3K | 0.48% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,329 | $455.0K | 0.04% | +535+14.1% | Added |