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.
| 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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 4,333 | $455.4K | 0.06% | +4,333 | New |
| Armstrong Advisory Group, Inc | 4,335 | $455.7K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,412 | $463.7K | 0.04% | +42+1.0% | Added |
| IFP Advisors, Inc | 4,413 | $463.8K | 0.02% | +848+23.8% | Added |
| Tradewinds, LLC. | 4,415 | $464.0K | 0.13% | +4,415 | New |
| Welch Group, LLC | 4,531 | $469.8K | 0.02% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 4,480 | $470.9K | 0.09% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,494 | $472.4K | 0.06% | −8−0.2% | Reduced |
| Marex Group plc | 4,498 | $472.8K | 0.01% | +920+25.7% | Added |
| Armor Investment Advisors, LLC | 4,523 | $475.4K | 0.20% | −15−0.3% | Reduced |
| Atomi Financial Group, Inc. | 4,559 | $479.1K | 0.02% | +283+6.6% | Added |
| Farther Finance Advisors, LLC | 4,588 | $482.3K | 0.02% | −5,119−52.7% | Reduced |
| Scotia Capital Inc. | 4,618 | $485.7K | 0.00% | +126+2.8% | Added |
| Eqis Capital Management, Inc. | 4,640 | $487.7K | 0.04% | −3,192−40.8% | Reduced |
| Essex Savings Bank | 4,645 | $488.2K | 0.12% | −1,214−20.7% | Reduced |
| Vontobel Holding Ltd. | 4,668 | $490.7K | 0.00% | +168+3.7% | Added |
| Somerset Trust Co | 4,685 | $492.4K | 0.19% | +1,040+28.5% | Added |
| High Net Worth Advisory Group LLC | 4,692 | $493.2K | 0.14% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,748 | $499.1K | 0.12% | −900−15.9% | Reduced |
| Groupe la Francaise | 4,808 | $500.2K | 0.01% | +4,808 | New |
| OneAscent Financial Services LLC | 4,751 | $501.0K | 0.04% | +4,751 | New |
| CX Institutional | 4,801 | $504.6K | 0.02% | +28+0.6% | Added |
| Keybank National Association | 4,918 | $516.9K | 0.00% | −1,193−19.5% | Reduced |
| Putney Financial Group LLC | 4,924 | $517.6K | 0.46% | +4,924 | New |
| Texas Yale Capital Corp. | 4,925 | $517.7K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,929 | $518.1K | 0.02% | −3,090−38.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,930 | $518.2K | 0.10% | −1,719−25.9% | Reduced |
| Moneta Group Investment Advisors LLC | 4,931 | $518.3K | 0.01% | +1,010+25.8% | Added |
| Freestone Grove Partners LP | 4,936 | $518.8K | 0.01% | +4,936 | New |
| SG Americas Securities, LLC | 4,956 | $521.0K | 0.00% | −30,272−85.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,957 | $521.0K | 0.03% | +4,957 | New |
| Augustine Asset Management Inc | 4,977 | $523.1K | 0.14% | −347−6.5% | Reduced |
| NorthRock Partners, LLC | 4,944 | $523.2K | 0.02% | −1,283−20.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,990 | $524.5K | 0.01% | +345+7.4% | Added |
| American Assets Capital Advisers, LLC | 4,993 | $524.8K | 0.18% | −325−6.1% | Reduced |
| West Wealth Group, LLC | 5,000 | $525.5K | 0.16% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 5,007 | $526.3K | 0.02% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 5,015 | $527.1K | 0.34% | −9−0.2% | Reduced |
| Valued Retirements, Inc. | 5,190 | $545.5K | 0.74% | −8−0.2% | Reduced |
| Empowered Funds, LLC | 5,191 | $545.6K | 0.01% | −8,291−61.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,231 | $549.8K | 0.02% | +28+0.5% | Added |
| Panagora Asset Management Inc | 5,289 | $555.9K | 0.00% | +1,696+47.2% | Added |
| Golden State Equity Partners | 5,302 | $557.3K | 0.11% | −113−2.1% | Reduced |
| GF Fund Management Co. Ltd. | 5,330 | $560.2K | 0.01% | +5,330 | New |
| Estabrook Capital Management | 5,337 | $561.0K | 0.09% | −700−11.6% | Reduced |
| Secure Asset Management, LLC | 5,358 | $563.1K | 0.09% | +127+2.4% | Added |
| Aptus Capital Advisors, LLC | 5,354 | $564.3K | 0.01% | +2,661+98.8% | Added |
| Davis R M Inc | 5,418 | $569.5K | 0.01% | −268−4.7% | Reduced |
| Retireful, LLC | 5,423 | $570.0K | 0.32% | −468−7.9% | Reduced |
| Financial Management Professionals, Inc. | 5,434 | $571.2K | 0.07% | +589+12.2% | Added |
| Kapstone Financial Advisors LLC | 5,792 | $582.7K | 0.31% | +4+0.1% | Added |
| FIL Ltd | 5,547 | $583.0K | 0.00% | +4,908+768.1% | Added |
| Brown Brothers Harriman & Co | 5,557 | $584.1K | 0.00% | −2,978−34.9% | Reduced |
| Pinnacle Family Advisors, LLC | 5,568 | $585.2K | 0.28% | +91+1.7% | Added |
| Fisher Asset Management, LLC | 5,587 | $587.3K | 0.00% | +5,587 | New |
| Garden State Investment Advisory Services LLC | 5,553 | $587.5K | 0.18% | −109−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 5,642 | $593.0K | 0.01% | −191−3.3% | Reduced |
| Resources Investment Advisors, LLC. | 5,699 | $599.0K | 0.01% | −287−4.8% | Reduced |
| Summit Trail Advisors, LLC | 5,704 | $603.7K | 0.02% | +927+19.4% | Added |
| Ballentine Partners, LLC | 5,781 | $607.6K | 0.01% | +388+7.2% | Added |
| SeaCrest Wealth Management, LLC | 5,790 | $608.6K | 0.06% | −596−9.3% | Reduced |
| Williamson Legacy Group, LLC | 5,834 | $613.2K | 0.41% | +5,834 | New |
| EWG Elevate Inc. | 5,842 | $614.1K | 0.19% | −220−3.6% | Reduced |
| Goldstone Financial Group, LLC | 5,852 | $615.1K | 0.10% | +1,304+28.7% | Added |
| Fidelis Capital Partners, LLC | 6,214 | $625.4K | 0.06% | +279+4.7% | Added |
| Nations Financial Group Inc, | 5,955 | $626.0K | 0.05% | −245−4.0% | Reduced |
| TD Private Client Wealth LLC | 5,991 | $629.7K | 0.02% | −4,104−40.7% | Reduced |
| Sheets Smith Wealth Management | 6,055 | $636.4K | 0.08% | −355−5.5% | Reduced |
| Hartford Funds Management Co LLC | 6,082 | $639.3K | 0.06% | +1,684+38.3% | Added |
| Diversify Advisory Services, LLC | 6,357 | $643.1K | 0.04% | −1,585−20.0% | Reduced |
| Catalytic Wealth RIA, LLC | 6,152 | $646.6K | 0.11% | −378−5.8% | Reduced |
| Summit Financial, LLC | 6,135 | $648.1K | 0.02% | +1,744+39.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,178 | $649.4K | 0.03% | +12+0.2% | Added |
| Signaturefd, LLC | 6,241 | $656.0K | 0.01% | +215+3.6% | Added |
| Concurrent Investment Advisors, LLC | 6,393 | $672.0K | 0.02% | +218+3.5% | Added |
| Harvest Fund Management Co., Ltd | 6,571 | $691.0K | 0.03% | −11,417−63.5% | Reduced |
| Centaurus Financial, Inc. | 6,646 | $699.0K | 0.04% | +89+1.4% | Added |
| Fayez Sarofim & Co | 6,655 | $699.5K | 0.00% | +2,575+63.1% | Added |
| Smith Asset Management Co., LLC | 6,655 | $699.5K | 0.68% | +6,655 | New |
| Umb Bank N A | 6,678 | $701.9K | 0.01% | −33,862−83.5% | Reduced |
| Bramshill Investments, LLC | 6,723 | $706.7K | 0.11% | −90−1.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,731 | $707.5K | 0.01% | +6,731 | New |
| CWM, LLC | 6,840 | $719.0K | 0.00% | −850−11.1% | Reduced |
| Washington Trust Co | 6,886 | $723.8K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6,936 | $729.0K | 0.02% | +5,541+397.2% | Added |
| Fiduciary Group LLC | 7,000 | $735.8K | 0.07% | −250−3.4% | Reduced |
| V-Square Quantitative Management LLC | 7,019 | $737.8K | 0.10% | +214+3.1% | Added |
| Verdence Capital Advisors LLC | 7,028 | $738.7K | 0.06% | −20.0% | Reduced |
| Bryn Mawr Trust Co | 7,047 | $740.7K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,069 | $743.0K | 0.00% | +256+3.8% | Added |
| Strategy Asset Managers LLC | 7,084 | $744.6K | 0.14% | −17−0.2% | Reduced |
| Ellevest, Inc. | 7,091 | $745.3K | 0.04% | +89+1.3% | Added |
| Jones Financial Companies LLLP | 7,118 | $748.2K | 0.00% | +4,310+153.5% | Added |
| Hilltop Holdings Inc. | 7,132 | $749.6K | 0.05% | −164−2.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,165 | $753.1K | 0.11% | +4,897+215.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,189 | $754.8K | 0.01% | −3,529−32.9% | Reduced |
| Coldstream Capital Management Inc | 7,182 | $754.9K | 0.02% | +77+1.1% | Added |
| Oak Thistle LLC | 7,221 | $759.0K | 0.23% | +3,800+111.1% | Added |
| Beacon Pointe Advisors, LLC | 7,289 | $766.1K | 0.01% | −4,091−35.9% | Reduced |
| Madden Securities Corp | 7,300 | $767.3K | 0.31% | −75−1.0% | Reduced |