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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 7,345 | $772.1K | 0.02% | −1,507−17.0% | Reduced |
| Arete Wealth Advisors, LLC | 7,390 | $776.0K | 0.06% | +1,650+28.7% | Added |
| Outlook Wealth Advisors, LLC | 7,409 | $778.8K | 0.22% | −94−1.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,393 | $782.4K | 0.02% | −58−0.8% | Reduced |
| Prelude Capital Management, LLC | 7,471 | $785.3K | 0.07% | +7,471 | New |
| Sherman Porfolios, LLC | 7,476 | $785.8K | 0.34% | +7,476 | New |
| Greenleaf Trust | 7,551 | $793.7K | 0.01% | +165+2.2% | Added |
| Mindset Wealth Management, LLC | 7,585 | $797.3K | 0.29% | +24+0.3% | Added |
| CAPROCK Group, Inc. | 7,560 | $800.3K | 0.03% | +2,511+49.7% | Added |
| Two Sigma Advisers, LP | 7,700 | $809.3K | 0.00% | +7,700 | New |
| Independence Bank of Kentucky | 7,724 | $811.9K | 0.12% | −4,086−34.6% | Reduced |
| GM Advisory Group, Inc. | 7,789 | $818.7K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,250 | $821.2K | 0.05% | +112+1.6% | Added |
| NewEdge Wealth, LLC | 7,819 | $821.9K | 0.01% | −637−7.5% | Reduced |
| Archer Investment Corp | 7,831 | $823.1K | 0.22% | +31+0.4% | Added |
| Essex Financial Services, Inc. | 7,843 | $824.4K | 0.06% | −10.0% | Reduced |
| TBH Global Asset Management, LLC | 7,844 | $824.5K | 0.20% | +6+0.1% | Added |
| HB Wealth Management, LLC | 7,891 | $829.5K | 0.01% | −1,446−15.5% | Reduced |
| Ibex Wealth Advisors | 7,908 | $831.2K | 0.10% | +7,908 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,949 | $835.5K | 0.12% | −1,465−15.6% | Reduced |
| Equitable Holdings, Inc. | 7,959 | $836.6K | 0.01% | +27+0.3% | Added |
| RNC Capital Management LLC | 8,001 | $841.0K | 0.04% | +8,001 | New |
| Wedbush Securities Inc | 8,031 | $844.0K | 0.03% | +192+2.4% | Added |
| Checchi Capital Advisers, LLC | 8,034 | $844.4K | 0.06% | −310−3.7% | Reduced |
| Bailard, Inc. | 8,057 | $846.9K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,139 | $855.5K | 0.46% | −267−3.2% | Reduced |
| Mathes Company, Inc. | 8,150 | $856.0K | 0.31% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,168 | $858.5K | 0.04% | +37+0.5% | Added |
| Atlantic Union Bankshares Corp | 8,171 | $858.9K | 0.05% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 8,212 | $863.2K | 0.80% | +8,212 | New |
| Atwood & Palmer Inc | 8,250 | $867.2K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 8,283 | $870.7K | 0.08% | −172−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 8,293 | $871.7K | 0.01% | +647+8.5% | Added |
| Bridgefront Capital, LLC | 8,340 | $876.6K | 0.30% | +8,340 | New |
| Fig Financial Advisory Services Inc | 8,502 | $893.7K | 0.61% | +8,502 | New |
| Allstate Corp | 8,513 | $894.8K | 0.03% | +8,513 | New |
| Pensionmark Financial Group, LLC | 8,534 | $897.0K | 0.02% | +3,870+83.0% | Added |
| Foundations Investment Advisors, LLC | 8,607 | $904.7K | 0.02% | −1,180−12.1% | Reduced |
| J.W. Cole Advisors, Inc. | 8,679 | $912.2K | 0.04% | −887−9.3% | Reduced |
| Atlas Capital Advisors LLC | 8,688 | $913.2K | 0.12% | +162+1.9% | Added |
| Fortitude Family Office, LLC | 8,695 | $913.9K | 0.33% | +147+1.7% | Added |
| Versor Investments LP | 8,707 | $915.2K | 0.16% | +8,707 | New |
| Herold Advisors, Inc. | 8,756 | $920.4K | 0.20% | +10.0% | Added |
| Richard P Slaughter Associates Inc | 8,847 | $929.9K | 0.21% | −1,405−13.7% | Reduced |
| Monument Capital Management | 8,889 | $934.3K | 0.26% | −218−2.4% | Reduced |
| Flagship Harbor Advisors, LLC | 8,906 | $936.1K | 0.05% | +977+12.3% | Added |
| Brinker Capital Investments, LLC | 8,920 | $937.6K | 0.01% | +957+12.0% | Added |
| Orion Portfolio Solutions, LLC | 8,920 | $937.6K | 0.01% | +957+12.0% | Added |
| Virtus ETF Advisers LLC | 8,983 | $944.2K | 0.39% | −6−0.1% | Reduced |
| Founders Financial Alliance, LLC | 9,007 | $946.7K | 0.26% | −485−5.1% | Reduced |
| Ostrum Asset Management | 9,028 | $948.9K | 0.08% | −373−4.0% | Reduced |
| Columbia Asset Management | 9,087 | $955.1K | 0.18% | −660−6.8% | Reduced |
| Twinbeech Capital LP | 9,094 | $955.9K | 0.02% | +9,094 | New |
| Ullmann Financial Group, Inc. | 9,119 | $958.5K | 0.12% | +44+0.5% | Added |
| Strait & Sound Wealth Management LLC | 9,121 | $958.7K | 0.45% | +5+0.1% | Added |
| Exchange Traded Concepts, LLC | 9,147 | $961.4K | 0.02% | +5,511+151.6% | Added |
| Axecap Investments, LLC | 9,149 | $961.7K | 0.72% | +515+6.0% | Added |
| Prime Capital Investment Advisors, LLC | 9,179 | $964.8K | 0.01% | −1,230−11.8% | Reduced |
| Wetherby Asset Management Inc | 9,230 | $970.2K | 0.05% | +289+3.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,318 | $979.4K | 0.02% | +21+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 9,348 | $982.6K | 0.32% | −309−3.2% | Reduced |
| HRT Financial LP | 9,500 | $998.0K | 0.01% | +9,500 | New |
| Beacon Investment Advisors LLC | 9,501 | $998.7K | 0.47% | −34−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,577 | $1.01M | 0.01% | +1,283+15.5% | Added |
| Aspire Private Capital, LLC | 9,638 | $1.01M | 0.25% | +255+2.7% | Added |
| Private Advisory Group LLC | 9,662 | $1.02M | 0.11% | −443−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 9,781 | $1.03M | 0.01% | −1,377−12.3% | Reduced |
| Highland Capital Management, LLC | 9,852 | $1.04M | 0.06% | +9,852 | New |
| Verus Capital Partners, LLC | 9,854 | $1.04M | 0.10% | −65−0.7% | Reduced |
| Change Path, LLC | 9,915 | $1.04M | 0.03% | +6,905+229.4% | Added |
| Montag A & Associates Inc | 9,878 | $1.05M | 0.05% | −400−3.9% | Reduced |
| Smith Group Asset Management, LLC | 10,000 | $1.05M | 0.08% | +10,000 | New |
| Future Financial Wealth Managment LLC | 10,015 | $1.05M | 0.77% | +30.0% | Added |
| Sterling Capital Management LLC | 10,091 | $1.06M | 0.01% | +2,296+29.5% | Added |
| American Institute for Advanced Investment Management, LLP | 10,200 | $1.07M | 0.80% | −1,170−10.3% | Reduced |
| Princeton Capital Management LLC | 10,257 | $1.08M | 0.33% | −685−6.3% | Reduced |
| Cardinal Point Capital Management, ULC | 10,200 | $1.08M | 0.17% | +10,200 | New |
| Plimoth Trust Co LLC | 10,328 | $1.09M | 0.28% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,331 | $1.09M | 0.01% | +202+2.0% | Added |
| Level Four Advisory Services, LLC | 10,339 | $1.09M | 0.04% | +142+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 10,341 | $1.09M | 0.04% | +2,768+36.6% | Added |
| Strategic Investment Advisors | 10,345 | $1.09M | 0.12% | +255+2.5% | Added |
| IHT Wealth Management, LLC | 10,421 | $1.10M | 0.04% | −1,680−13.9% | Reduced |
| iA Global Asset Management Inc. | 10,505 | $1.10M | 0.02% | +10,505 | New |
| Perpetual Ltd | 10,570 | $1.11M | 0.01% | +4,280+68.0% | Added |
| TCG Advisory Services, LLC | 10,610 | $1.12M | 0.05% | +20.0% | Added |
| Wellington Shields & Co., LLC | 10,643 | $1.12M | 0.34% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 10,700 | $1.12M | 0.00% | +10,700 | New |
| National Asset Management, Inc. | 10,640 | $1.13M | 0.04% | −4,854−31.3% | Reduced |
| Schroder Investment Management Group | 10,897 | $1.13M | 0.00% | −3,647−25.1% | Reduced |
| Contravisory Investment Management, Inc. | 10,803 | $1.14M | 0.24% | +158+1.5% | Added |
| Ingalls & Snyder LLC | 10,810 | $1.14M | 0.04% | −270−2.4% | Reduced |
| Boston Private Wealth LLC | 10,878 | $1.14M | 0.02% | +10,878 | New |
| Abbot Financial Management, Inc. | 10,918 | $1.15M | 0.57% | −115−1.0% | Reduced |
| IMC-Chicago, LLC | 10,973 | $1.15M | 0.03% | +10,973 | New |
| Brookfield Asset Management Inc. | 11,124 | $1.17M | 0.01% | −6,181−35.7% | Reduced |
| Assenagon Asset Management S.A. | 11,150 | $1.17M | 0.00% | −222−2.0% | Reduced |
| Harbour Investments, Inc. | 11,203 | $1.18M | 0.03% | +30.0% | Added |
| Retirement Planning Co of New England, Inc. | 11,250 | $1.18M | 0.57% | −8−0.1% | Reduced |
| Chesley Taft & Associates LLC | 11,350 | $1.19M | 0.06% | −350−3.0% | Reduced |