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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 987 | $103.7K | 0.01% | −45−4.4% | Reduced |
| Rothschild Investment LLC | 960 | $100.9K | 0.01% | −4−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 956 | $100.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 930 | $97.8K | 0.01% | +686+281.1% | Added |
| Clearstead Advisors, LLC | 930 | $97.7K | 0.00% | −37−3.8% | Reduced |
| Sandy Spring Bank | 923 | $97.0K | 0.00% | +6+0.7% | Added |
| Sound Income Strategies, LLC | 921 | $96.8K | 0.01% | +1+0.1% | Added |
| Bay Harbor Wealth Management, LLC | 881 | $93.2K | 0.03% | +34+4.0% | Added |
| Quarry LP | 875 | $92.0K | 0.02% | +379+76.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 846 | $88.9K | 0.00% | +5+0.6% | Added |
| Parvin Asset Management, LLC | 820 | $86.2K | 0.09% | +820 | New |
| Cromwell Holdings LLC | 811 | $85.8K | 0.05% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 810 | $85.1K | 0.11% | +810 | New |
| Kieckhefer Group LLC | 800 | $84.1K | 0.05% | +800 | New |
| Bank of New Hampshire | 795 | $83.6K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 776 | $82.0K | 0.00% | −96−11.0% | Reduced |
| Neo Ivy Capital Management | 771 | $81.0K | 0.02% | +771 | New |
| ORG Wealth Partners, LLC | 769 | $80.8K | 0.02% | −57−6.9% | Reduced |
| Abound Wealth Management | 761 | $80.0K | 0.03% | +14+1.9% | Added |
| Optimum Investment Advisors | 750 | $78.8K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 735 | $77.3K | 0.00% | 00.0% | Unchanged |
| Tobam | 709 | $75.0K | 0.02% | +30+4.4% | Added |
| Avion Wealth | 699 | $73.0K | 0.02% | −213−23.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 660 | $69.4K | 0.07% | +660 | New |
| Valley National Advisers Inc | 655 | $68.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 635 | $67.0K | 0.00% | −35−5.2% | Reduced |
| Harbor Investment Advisory, LLC | 624 | $65.6K | 0.01% | +1+0.2% | Added |
| True Wealth Design, LLC | 622 | $65.4K | 0.03% | −97−13.5% | Reduced |
| Proffitt & Goodson Inc | 622 | $65.4K | 0.01% | +83+15.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 607 | $63.8K | 0.01% | +607 | New |
| GHP Investment Advisors, Inc. | 606 | $63.7K | 0.00% | −37−5.8% | Reduced |
| Global X Japan Co., Ltd. | 605 | $63.6K | 0.01% | +57+10.4% | Added |
| Sawyer & Company, Inc | 595 | $63.0K | 0.02% | −180−23.2% | Reduced |
| Financial Avengers, Inc. | 592 | $62.2K | 0.03% | +3+0.5% | Added |
| Caitlin John, LLC | 585 | $61.5K | 0.04% | −20−3.3% | Reduced |
| Promus Capital, LLC | 572 | $60.1K | 0.05% | +572 | New |
| North Star Investment Management Corp. | 570 | $59.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 560 | $59.2K | 0.02% | −55−8.9% | Reduced |
| Larson Financial Group LLC | 558 | $58.7K | 0.00% | +1+0.2% | Added |
| Compass Wealth Management LLC | 525 | $55.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 520 | $54.7K | 0.00% | +520 | New |
| Venturi Wealth Management, LLC | 514 | $54.0K | 0.00% | +263+104.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 504 | $53.7K | 0.00% | −545−52.0% | Reduced |
| Continuum Advisory, LLC | 511 | $53.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $53.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $52.6K | 0.01% | −500−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 500 | $52.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $52.6K | 0.01% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 500 | $52.5K | 0.04% | +500 | New |
| CVA Family Office, LLC | 499 | $52.5K | 0.01% | +26+5.5% | Added |
| Quest 10 Wealth Builders, Inc. | 495 | $52.0K | 0.05% | +495 | New |
| Whittier Trust Co of Nevada Inc | 489 | $51.4K | 0.00% | +155+46.4% | Added |
| Hanson & Doremus Investment Management | 475 | $50.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 467 | $49.1K | 0.02% | +14+3.1% | Added |
| Transcendent Capital Group LLC | 450 | $47.3K | 0.02% | −60−11.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 440 | $46.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 407 | $42.8K | 0.00% | −9−2.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $42.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 400 | $42.0K | 0.00% | +400 | New |
| Canton Hathaway, LLC | 400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 399 | $42.0K | 0.00% | −1,739−81.3% | Reduced |
| AllSquare Wealth Management LLC | 395 | $41.5K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 390 | $41.0K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 360 | $37.3K | 0.00% | −504−58.3% | Reduced |
| Piscataqua Savings Bank | 353 | $37.1K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 355 | $36.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 420 | $36.1K | 0.02% | +420 | New |
| WR Wealth Planners, LLC | 328 | $34.5K | 0.01% | −10−3.0% | Reduced |
| Godsey & Gibb Associates | 325 | $34.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $32.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $31.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 291 | $31.0K | 0.01% | −298−50.6% | Reduced |
| Quent Capital, LLC | 276 | $29.0K | 0.00% | +36+15.0% | Added |
| West Branch Capital LLC | 275 | $28.9K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 264 | $27.7K | 0.00% | −800−75.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 261 | $27.4K | 0.02% | −12,480−98.0% | Reduced |
| Key Financial Inc | 252 | $26.5K | 0.01% | +251+25,100.0% | Added |
| Beacon Capital Management, LLC | 250 | $26.3K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $26.3K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 250 | $26.3K | 0.00% | +250 | New |
| IMG Wealth Management, Inc. | 244 | $25.6K | 0.02% | +244 | New |
| Zions Bancorporation, N.A. | 229 | $24.1K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 227 | $23.9K | 0.00% | +47+26.1% | Added |
| Versant Capital Management, Inc | 218 | $22.9K | 0.00% | +192+738.5% | Added |
| Chilton Capital Management LLC | 205 | $21.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $21.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 183 | $19.0K | 0.01% | −16−8.0% | Reduced |
| Coston, McIsaac & Partners | 185 | $19.0K | 0.01% | +2+1.1% | Added |
| Chesapeake Asset Management LLC | 175 | $18.4K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 163 | $17.1K | 0.00% | +163 | New |
| Hemington Wealth Management | 164 | $17.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 158 | $17.0K | 0.00% | +7+4.6% | Added |
| Raffa Wealth Management, LLC | 156 | $16.4K | 0.00% | +117+300.0% | Added |
| Meeder Asset Management Inc | 152 | $16.0K | 0.00% | −4−2.6% | Reduced |
| Rise Advisors, LLC | 147 | $15.5K | 0.01% | −28−16.0% | Reduced |
| Park Place Capital Corp | 141 | $14.8K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 137 | $14.4K | 0.01% | – | – |
| Grove Bank & Trust | 135 | $14.2K | 0.00% | +100+285.7% | Added |