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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 20,469 | $2.15M | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 20,490 | $2.15M | 0.14% | +11,820+136.3% | Added |
| Tyler-Stone Wealth Management | 20,665 | $2.17M | 0.39% | −6,200−23.1% | Reduced |
| Fifth Third Bancorp | 20,810 | $2.19M | 0.01% | −2,900−12.2% | Reduced |
| DoubleLine ETF Adviser LP | 21,064 | $2.21M | 0.60% | +114+0.5% | Added |
| Quantinno Capital Management LP | 21,135 | $2.22M | 0.02% | +5,556+35.7% | Added |
| KCM Investment Advisors LLC | 21,310 | $2.24M | 0.08% | −248−1.2% | Reduced |
| Kentucky Trust Co | 21,490 | $2.26M | 1.33% | +21,490 | New |
| Cascade Investment Group, Inc. | 21,560 | $2.27M | 1.62% | −885−3.9% | Reduced |
| Guggenheim Capital LLC | 21,618 | $2.27M | 0.02% | −72,271−77.0% | Reduced |
| Dorsey Wright & Associates | 21,641 | $2.27M | 0.54% | −300−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,660 | $2.28M | 0.02% | −159−0.7% | Reduced |
| Fiduciary Trust Co | 21,722 | $2.28M | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 22,027 | $2.31M | 0.01% | −538,613−96.1% | Reduced |
| Heritage Trust Co | 22,155 | $2.33M | 0.27% | +22,155 | New |
| Pensionfund Sabic | 22,300 | $2.34M | 0.62% | −700−3.0% | Reduced |
| Benjamin Edwards Inc | 22,339 | $2.35M | 0.03% | −668−2.9% | Reduced |
| Ancora Advisors, LLC | 22,740 | $2.39M | 0.05% | −401−1.7% | Reduced |
| US Bancorp | 22,752 | $2.39M | 0.00% | −158−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 22,829 | $2.40M | 0.06% | −246−1.1% | Reduced |
| Tredje AP-fonden | 23,057 | $2.42M | 0.02% | −23,056−50.0% | Reduced |
| Nepsis, Inc. | 48,314 | $2.43M | 0.64% | −48,268−50.0% | Reduced |
| F/M Investments LLC | 23,437 | $2.46M | 0.09% | +4,309+22.5% | Added |
| Sippican Capital Advisors | 23,762 | $2.50M | 1.82% | −1,055−4.3% | Reduced |
| JustInvest LLC | 23,856 | $2.51M | 0.04% | +944+4.1% | Added |
| Moody National Bank Trust Division | 23,928 | $2.52M | 0.26% | −2,187−8.4% | Reduced |
| Madison Asset Management, LLC | 24,369 | $2.56M | 0.03% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 24,369 | $2.56M | 0.03% | +24,369 | New |
| Alberta Investment Management Corp | 24,400 | $2.56M | 0.02% | −13,800−36.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,473 | $2.57M | 0.02% | +3,008+14.0% | Added |
| We Are One Seven, LLC | 24,530 | $2.58M | 0.10% | +13,438+121.2% | Added |
| Gables Capital Management Inc. | 24,642 | $2.59M | 1.25% | +40+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 24,698 | $2.59M | 0.03% | +1,651+7.2% | Added |
| TFG Advisers LLC | 24,754 | $2.60M | 0.94% | +491+2.0% | Added |
| Ellsworth Advisors, LLC | 24,978 | $2.63M | 0.69% | +349+1.4% | Added |
| Mackenzie Financial Corp | 25,089 | $2.64M | 0.00% | −60−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 25,159 | $2.64M | 0.05% | +100+0.4% | Added |
| CoreFirst Bank & Trust | 25,174 | $2.65M | 1.57% | −1,440−5.4% | Reduced |
| Davenport & Co LLC | 25,466 | $2.68M | 0.02% | +735+3.0% | Added |
| PFG Investments, LLC | 25,602 | $2.69M | 0.17% | +1,130+4.6% | Added |
| Capital Investment Advisors, LLC | 25,795 | $2.71M | 0.06% | −592−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 25,811 | $2.71M | 0.09% | −1,457−5.3% | Reduced |
| GSI Capital Advisors LLC | 26,029 | $2.74M | 1.45% | −9,196−26.1% | Reduced |
| Norinchukin Bank, The | 26,091 | $2.74M | 0.06% | +803+3.2% | Added |
| Lido Advisors, LLC | 26,288 | $2.78M | 0.02% | −65,690−71.4% | Reduced |
| GeoWealth Management, LLC | 27,229 | $2.86M | 0.09% | +5,490+25.3% | Added |
| Morse Asset Management, Inc | 27,510 | $2.89M | 0.66% | −500−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,604 | $2.90M | 0.19% | +27,604 | New |
| CoreCap Advisors, LLC | 27,654 | $2.91M | 0.13% | −8,756−24.0% | Reduced |
| Nordea Investment Management AB | 27,961 | $2.91M | 0.00% | +685+2.5% | Added |
| Mizuho Securities USA LLC | 27,813 | $2.92M | 0.05% | +8,792+46.2% | Added |
| Advisory Services Network, LLC | 28,296 | $2.97M | 0.06% | +1,575+5.9% | Added |
| Triasima Portfolio Management inc. | 28,540 | $3.00M | 0.58% | +28,540 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 28,618 | $3.01M | 0.01% | +1,421+5.2% | Added |
| CHB Investment Group, LLC | 28,818 | $3.03M | 1.64% | −603−2.0% | Reduced |
| Sage Capital Management, LLC | 29,192 | $3.07M | 1.55% | −839−2.8% | Reduced |
| Millennium Management LLC | 29,213 | $3.07M | 0.00% | −100,029−77.4% | Reduced |
| Courier Capital LLC | 29,502 | $3.10M | 0.21% | −10,227−25.7% | Reduced |
| D.A. Davidson & Co. | 29,523 | $3.10M | 0.03% | +2,762+10.3% | Added |
| GWM Advisors LLC | 29,978 | $3.15M | 0.02% | −9,386−23.8% | Reduced |
| Public Employees Retirement Association of Colorado | 30,171 | $3.17M | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 30,304 | $3.19M | 0.86% | −170−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 30,387 | $3.19M | 0.07% | +4,511+17.4% | Added |
| Laurion Capital Management LP | 30,626 | $3.22M | 0.20% | −6,054−16.5% | Reduced |
| Siemens Fonds Invest GmbH | 31,353 | $3.25M | 0.34% | −2,179−6.5% | Reduced |
| Investment Management Corp of Ontario | 30,944 | $3.25M | 0.11% | −5,768−15.7% | Reduced |
| Warren Averett Asset Management, LLC | 31,192 | $3.28M | 0.05% | −877−2.7% | Reduced |
| James Hambro & Partners | 32,485 | $3.42M | 0.13% | −72,123−68.9% | Reduced |
| Centiva Capital, LP | 32,711 | $3.44M | 0.13% | +4,585+16.3% | Added |
| Bessemer Group Inc | 32,726 | $3.44M | 0.01% | −585−1.8% | Reduced |
| TD Waterhouse Canada Inc. | 32,734 | $3.44M | 0.03% | +4,956+17.8% | Added |
| Terra Nova Asset Management LLC | 32,890 | $3.46M | 2.63% | +206+0.6% | Added |
| Horizon Kinetics Asset Management LLC | 32,900 | $3.46M | 0.04% | −1,550−4.5% | Reduced |
| Congress Wealth Management LLC | 32,906 | $3.46M | 0.05% | −21,401−39.4% | Reduced |
| Smithfield Trust Co | 33,016 | $3.47M | 0.17% | +50.0% | Added |
| Pacitti Group Inc. | 33,063 | $3.49M | 1.65% | −420−1.3% | Reduced |
| Azimuth Capital Investment Management LLC | 33,370 | $3.51M | 0.14% | −27,420−45.1% | Reduced |
| Hourglass Capital, LLC | 33,430 | $3.51M | 0.97% | −850−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 34,410 | $3.62M | 0.02% | +6,993+25.5% | Added |
| Lee Danner & Bass Inc | 34,450 | $3.62M | 0.29% | +9,245+36.7% | Added |
| Cerity Partners LLC | 32,836 | $3.62M | 0.01% | +3,474+11.8% | Added |
| Pathstone Holdings, LLC | 34,433 | $3.63M | 0.02% | −272−0.8% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 34,675 | $3.64M | 1.40% | +34,675 | New |
| Squarepoint Ops LLC | 35,048 | $3.68M | 0.01% | +1,087+3.2% | Added |
| Cyndeo Wealth Partners, LLC | 35,086 | $3.69M | 0.25% | −10.0% | Reduced |
| Mutual of America Capital Management LLC | 35,154 | $3.70M | 0.04% | −966−2.7% | Reduced |
| Teacher Retirement System of Texas | 36,049 | $3.79M | 0.01% | +34,086+1,736.4% | Added |
| Jump Financial, LLC | 36,486 | $3.84M | 0.08% | +32,266+764.6% | Added |
| Shell Asset Management Co | 36,844 | $3.87M | 0.17% | −3,907−9.6% | Reduced |
| Engineers Gate Manager LP | 36,987 | $3.89M | 0.07% | +36,987 | New |
| Janus Henderson Group PLC | 37,357 | $3.93M | 0.00% | −27,887−42.7% | Reduced |
| ING Groep NV | 37,481 | $3.94M | 0.03% | −1,750−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,519 | $3.94M | 0.03% | +2,764+8.0% | Added |
| Raiffeisen Bank International AG | 38,143 | $3.96M | 0.06% | +38,143 | New |
| Swiss Life Asset Management Ltd | 38,021 | $3.99M | 0.03% | +16,347+75.4% | Added |
| Vectors Research Management, LLC | 38,453 | $4.04M | 1.38% | −4,979−11.5% | Reduced |
| Rafferty Asset Management, LLC | 38,608 | $4.06M | 0.01% | −3,087−7.4% | Reduced |
| Independent Advisor Alliance | 39,310 | $4.13M | 0.05% | −539−1.4% | Reduced |
| Chapin Davis, Inc. | 34,819 | $4.14M | 1.35% | 00.0% | Unchanged |
| Shelton Capital Management | 40,663 | $4.27M | 0.11% | +292+0.7% | Added |