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 |
|---|---|---|---|---|---|
| Guardian Asset Advisors, LLC | 11,441 | $1.20M | 0.77% | −323−2.7% | Reduced |
| Savoie Capital LLC | 11,545 | $1.21M | 0.14% | 00.0% | Unchanged |
| Delta Capital Management LLC | 11,610 | $1.22M | 0.70% | −200−1.7% | Reduced |
| Savant Capital, LLC | 11,730 | $1.23M | 0.01% | +394+3.5% | Added |
| Hancock Whitney Corp | 11,757 | $1.24M | 0.04% | +53+0.5% | Added |
| One Charles Private Wealth Services, LLC | 11,760 | $1.24M | 0.42% | +119+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,768 | $1.24M | 0.01% | −3,396−22.4% | Reduced |
| Kessler Investment Group, LLC | 11,794 | $1.24M | 0.59% | −488−4.0% | Reduced |
| Csenge Advisory Group | 11,874 | $1.25M | 0.07% | +574+5.1% | Added |
| Focus Financial Network, Inc. | 11,797 | $1.25M | 0.05% | +30.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,965 | $1.26M | 0.09% | +469+4.1% | Added |
| Quadrature Capital Ltd | 11,991 | $1.26M | 0.03% | +11,991 | New |
| Segall Bryant & Hamill, LLC | 12,009 | $1.26M | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 11,955 | $1.27M | 0.12% | −557−4.5% | Reduced |
| Omers Administration Corp | 12,192 | $1.28M | 0.01% | +2,073+20.5% | Added |
| Widmann Financial Services, Inc. | 12,194 | $1.28M | 0.99% | −1,170−8.8% | Reduced |
| HM Payson & Co | 12,261 | $1.29M | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 12,441 | $1.31M | 0.04% | +12,441 | New |
| Principal Securities, Inc. | 12,542 | $1.32M | 0.03% | −138−1.1% | Reduced |
| Flputnam Investment Management Co | 12,555 | $1.32M | 0.02% | +669+5.6% | Added |
| Pathway Financial Advisers, LLC | 12,619 | $1.33M | 0.45% | −106−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 12,677 | $1.33M | 0.02% | −534−4.0% | Reduced |
| Wealthcare Advisory Partners LLC | 12,711 | $1.34M | 0.04% | +280+2.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,833 | $1.35M | 0.00% | −11,164−46.5% | Reduced |
| Proequities, Inc. | 12,293 | $1.35M | 0.08% | −378−3.0% | Reduced |
| MAI Capital Management | 12,870 | $1.35M | 0.01% | +30.0% | Added |
| Oppenheimer & Co Inc | 12,986 | $1.36M | 0.02% | −6,206−32.3% | Reduced |
| Crescent Grove Advisors, LLC | 13,054 | $1.38M | 0.14% | +211+1.6% | Added |
| WealthBridge Capital Management, LLC | 13,181 | $1.39M | 0.38% | +322+2.5% | Added |
| Royal Fund Management, LLC | 13,177 | $1.39M | 0.15% | −12,849−49.4% | Reduced |
| Cubist Systematic Strategies, LLC | 13,313 | $1.40M | 0.02% | −3,665−21.6% | Reduced |
| Metis Global Partners, LLC | 13,345 | $1.40M | 0.04% | −355−2.6% | Reduced |
| Genesee Capital Advisors, LLC | 13,389 | $1.41M | 0.65% | −94−0.7% | Reduced |
| Roman Butler Fullerton & Co | 13,650 | $1.42M | 0.45% | −330−2.4% | Reduced |
| Delphi Management Inc | 13,511 | $1.42M | 1.37% | −107−0.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,545 | $1.42M | 0.09% | +76+0.6% | Added |
| CWA Asset Management Group, LLC | 13,568 | $1.43M | 0.07% | +11,549+572.0% | Added |
| E. Ohman J:or Asset Management AB | 13,603 | $1.43M | 0.03% | +1,450+11.9% | Added |
| Tower Research Capital LLC (TRC) | 13,628 | $1.43M | 0.03% | −1,932−12.4% | Reduced |
| Creekmur Asset Management LLC | 13,814 | $1.45M | 0.33% | −3,671−21.0% | Reduced |
| Coppell Advisory Solutions LLC | 14,026 | $1.45M | 0.21% | +266+1.9% | Added |
| New Mexico Educational Retirement Board | 13,940 | $1.47M | 0.05% | −400−2.8% | Reduced |
| Herbst Group, LLC | 13,975 | $1.47M | 0.92% | −225−1.6% | Reduced |
| Inspire Trust Co, N.A. | 14,000 | $1.47M | 0.38% | −2,000−12.5% | Reduced |
| Colonial River Wealth Management, LLC | 14,018 | $1.47M | 0.71% | +4,997+55.4% | Added |
| Reik & Co., LLC | 14,080 | $1.48M | 0.36% | 00.0% | Unchanged |
| RFG Advisory, LLC | 14,178 | $1.49M | 0.04% | −553−3.8% | Reduced |
| Comprehensive Money Management Services LLC | 14,263 | $1.50M | 1.24% | +14,263 | New |
| Redhawk Wealth Advisors, Inc. | 14,336 | $1.51M | 0.20% | −1,568−9.9% | Reduced |
| Oppenheimer Asset Management Inc. | 14,373 | $1.51M | 0.02% | −4,352−23.2% | Reduced |
| Park Avenue Securities LLC | 14,378 | $1.51M | 0.02% | −1,062−6.9% | Reduced |
| Truvestments Capital LLC | 14,416 | $1.52M | 0.39% | +143+1.0% | Added |
| Prana Capital Management, LP | 14,434 | $1.52M | 0.07% | −69,092−82.7% | Reduced |
| Beacon Financial Advisory LLC | 14,464 | $1.52M | 0.49% | −119−0.8% | Reduced |
| Corrado Advisors, LLC | 14,541 | $1.53M | 1.00% | −6,836−32.0% | Reduced |
| Denali Advisors LLC | 14,699 | $1.55M | 0.16% | +194+1.3% | Added |
| Toroso Investments, LLC | 14,931 | $1.57M | 0.01% | −5,605−27.3% | Reduced |
| Merit Financial Group, LLC | 14,933 | $1.57M | 0.03% | +7,137+91.5% | Added |
| RSM US Wealth Management LLC | 15,066 | $1.57M | 0.02% | −738−4.7% | Reduced |
| Spire Wealth Management | 15,374 | $1.62M | 0.05% | +2,305+17.6% | Added |
| Maryland State Retirement & Pension System | 15,545 | $1.63M | 0.04% | −1,125−6.7% | Reduced |
| ORG Partners LLC | 15,609 | $1.64M | 0.22% | +10,006+178.6% | Added |
| Burling Wealth Partners, LLC | 15,705 | $1.65M | 0.34% | +15,705 | New |
| Independent Financial Group, LLC | 15,733 | $1.65M | 0.05% | +1,784+12.8% | Added |
| Securian Asset Management, Inc | 15,771 | $1.66M | 0.05% | −426−2.6% | Reduced |
| Railway Pension Investments Ltd | 15,800 | $1.66M | 0.02% | −132,100−89.3% | Reduced |
| Louisiana State Employees Retirement System | 15,800 | $1.66M | 0.03% | −700−4.2% | Reduced |
| Ossiam | 15,892 | $1.67M | 0.03% | −182−1.1% | Reduced |
| Green Alpha Advisors, LLC | 15,971 | $1.68M | 1.35% | −8,788−35.5% | Reduced |
| NEOS Investment Management LLC | 16,027 | $1.68M | 0.04% | +3,730+30.3% | Added |
| Community Bank of Raymore | 16,496 | $1.73M | 1.36% | +1,681+11.3% | Added |
| Claro Advisors LLC | 16,598 | $1.74M | 0.24% | −119−0.7% | Reduced |
| AE Wealth Management LLC | 16,806 | $1.77M | 0.01% | −10,923−39.4% | Reduced |
| Ieq Capital, LLC | 16,960 | $1.78M | 0.02% | −1,619−8.7% | Reduced |
| King Luther Capital Management Corp | 17,041 | $1.79M | 0.01% | −170−1.0% | Reduced |
| Zacks Investment Management | 17,148 | $1.80M | 0.02% | +529+3.2% | Added |
| Atria Investments LLC | 17,348 | $1.82M | 0.02% | −3,098−15.2% | Reduced |
| EP Wealth Advisors, LLC | 17,416 | $1.83M | 0.01% | +3,619+26.2% | Added |
| Woodline Partners LP | 17,549 | $1.84M | 0.01% | +17,549 | New |
| Dai-Ichi Life Insurance Company, Ltd | 17,827 | $1.87M | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 17,740 | $1.88M | 0.10% | −787−4.2% | Reduced |
| Bleakley Financial Group, LLC | 18,092 | $1.90M | 0.06% | −4,895−21.3% | Reduced |
| Highline Wealth Partners LLC | 18,117 | $1.90M | 0.62% | −270−1.5% | Reduced |
| Trust Investment Advisors | 18,163 | $1.91M | 1.22% | +1,860+11.4% | Added |
| Snowden Capital Advisors LLC | 18,063 | $1.91M | 0.06% | −46,780−72.1% | Reduced |
| Hartford Investment Management Co | 18,186 | $1.91M | 0.06% | −449−2.4% | Reduced |
| Apollon Wealth Management, LLC | 18,220 | $1.92M | 0.04% | −1,122−5.8% | Reduced |
| Marshall Wace, LLP | 18,374 | $1.93M | 0.00% | +18,374 | New |
| Axxcess Wealth Management, LLC | 18,413 | $1.94M | 0.05% | +5,208+39.4% | Added |
| Symphony Financial, Ltd. Co. | 17,799 | $1.95M | 0.31% | +230+1.3% | Added |
| Wolverine Asset Management LLC | 18,897 | $1.99M | 0.04% | −1,985−9.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 19,167 | $2.01M | 0.00% | −27,322−58.8% | Reduced |
| Commerce Bank | 19,654 | $2.07M | 0.01% | −122−0.6% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $2.07M | 0.18% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,966 | $2.10M | 0.00% | −27,418−57.9% | Reduced |
| Twin Tree Management, LP | 19,989 | $2.10M | 0.05% | −254,449−92.7% | Reduced |
| Brown Advisory Inc | 19,997 | $2.10M | 0.00% | +7,436+59.2% | Added |
| Safe Harbor Fiduciary, LLC | 20,137 | $2.12M | 2.16% | −412−2.0% | Reduced |
| Naviter Wealth, LLC | 20,016 | $2.12M | 0.26% | +2,531+14.5% | Added |
| Kentucky Retirement Systems | 20,158 | $2.12M | 0.06% | −277−1.4% | Reduced |