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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.

Institutional holdersQ4 2024: 1,067 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ4 2024: $24.9B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2024.

Institutions holding IRM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bell Investment Advisors, Inc131$13.8K0.00%00.0%Unchanged
Bellwether Advisors, LLC128$13.5K0.00%+128New
Tidemark, LLC125$13.1K0.01%00.0%Unchanged
Evelyn Partners Investment Management LLP125$13.1K0.00%+125New
Mark Sheptoff Financial Planning, LLC123$12.9K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC113$11.9K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC112$11.8K0.00%+112New
LRI Investments, LLC106$11.1K0.00%00.0%Unchanged
MV Capital Management, Inc.102$10.7K0.00%+1+1.0%Added
1620 Investment Advisors, Inc.101$10.6K0.01%+25+32.9%Added
Hoese & Co LLP100$10.5K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.100$10.5K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC100$10.5K0.00%+100New
Kestra Investment Management, LLC100$10.5K0.00%+100New
Red Tortoise LLC94$9.88K0.01%00.0%Unchanged
Anfield Capital Management, LLC88$9.25K0.00%00.0%Unchanged
Asset Dedication, LLC85$8.94K0.00%−100−54.1%Reduced
Oarsman Capital, Inc.84$8.83K0.00%−35−29.4%Reduced
Manchester Capital Management LLC78$8.20K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA58$6.00K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC56$5.89K0.01%+56New
High Note Wealth, LLC50$5.26K0.00%+50New
Innovative Advisory Group, LLC50$5.26K0.00%+50New
Decker Retirement Planning Inc.44$4.63K0.00%+44New
Copia Wealth Management42$4.42K0.00%+42New
Bruce G. Allen Investments, LLC41$4.31K0.00%00.0%Unchanged
Global Financial Private Client, LLC37$3.89K0.00%00.0%Unchanged
UMA Financial Services, Inc.32$3.40K0.00%+32New
Hollencrest Capital Management29$3.05K0.00%00.0%Unchanged
Holos Integrated Wealth LLC28$2.98K0.00%+28New
Sierra Ocean, LLC27$2.85K0.00%+27New
Trifecta Capital Advisors, LLC27$2.84K0.00%00.0%Unchanged
Pineridge Advisors LLC22$2.31K0.00%−4−15.4%Reduced
Aster Capital Management (DIFC) Ltd22$2.31K0.00%+22New
Strengthening Families & Communities, LLC15$2.00K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC19$2.00K0.00%+19New
POM Investment Strategies, LLC19$2.00K0.00%+19New
Cornerstone Planning Group LLC19$1.98K0.00%00.0%Unchanged
WPG Advisers, LLC17$1.79K0.00%+17New
Aspect Partners, LLC14$1.47K0.00%00.0%Unchanged
Millstone Evans Group, LLC14$1.47K0.00%+14New
Clark Wealth Partners14$1.47K0.00%+14New
BOK Financial Private Wealth, Inc.11$1.17K0.00%+11New
NewSquare Capital LLC11$1.16K0.00%+11New
WealthTrak Capital Management LLC10$1.05K0.00%+10New
MPWM Advisory Solutions, LLC10$1.05K0.00%+10New
Capital Advisors, Ltd. LLC11$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc6$1.00K0.00%+6New
Stance Capital LLC9$9460.00%+9New
Colonial Trust Co9$9330.00%+5+125.0%Added
Riverview Trust Co8$8410.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$8410.00%+8New
Nemes Rush Group LLC7$7360.00%+7New
TFC Financial Management6$6310.00%00.0%Unchanged
Ruedi Wealth Management, Inc.6$6310.00%00.0%Unchanged
Capital A Wealth Management, LLC6$6310.00%+6New
Bokf, NA6$6070.00%+3+100.0%Added
NBC Securities, Inc.5$5440.05%−5,108−99.9%Reduced
Wolff Wiese Magana LLC5$5260.00%00.0%Unchanged
Tortoise Investment Management, LLC5$5260.00%00.0%Unchanged
Crewe Advisors LLC5$5260.00%+2+66.7%Added
Winnow Wealth LLC5$4430.00%+5New
PFG Private Wealth Management, LLC3$3250.00%00.0%Unchanged
Private Wealth Management Group, LLC2$2110.00%00.0%Unchanged
Redwood Park Advisors LLC2$2110.00%+2New
Cape Investment Advisory, Inc.1$1050.00%+1New
Retirement Wealth Solutions LLC0$190.00%0New
Lord, Abbett & Co. LLC0$00.00%−203,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−193,747−100.0%Sold out
Gillson Capital LP0$00.00%−143,400−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−100,000−100.0%Sold out
Weiss Asset Management LP0$00.00%−56,039−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−48,997−100.0%Sold out
Wakefield Asset Management LLLP0$00.00%−46,625−100.0%Sold out
Uniplan Investment Counsel, Inc.0$00.00%−44,702−100.0%Sold out
Natixis0$00.00%−32,900−100.0%Sold out
RPg Family Wealth Advisory, LLC0$00.00%−28,826−100.0%Sold out
Entropy Technologies, LP0$00.00%−28,542−100.0%Sold out
Three Seasons Wealth, LLC0$00.00%−16,924−100.0%Sold out
Diversified Trust Co0$00.00%−12,168−100.0%Sold out
Walleye Trading LLC0$00.00%−9,152−100.0%Sold out
H&H Retirement Design & Management INC0$00.00%−8,697−100.0%Sold out
Associated Banc-Corp0$00.00%−8,863−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−8,685−100.0%Sold out
Veriti Management LLC0$00.00%−7,987−100.0%Sold out
Fiduciary Family Office, LLC0$00.00%−7,665−100.0%Sold out
Friedenthal Financial0$00.00%−6,931−100.0%Sold out
Quadcap Wealth Management, LLC0$00.00%−6,689−100.0%Sold out
Accuvest Global Advisors0$00.00%−6,473−100.0%Sold out
DCM Advisors, LLC0$00.00%−6,144−100.0%Sold out
Zimmermann Investment Management & Planning LLC0$00.00%−6,075−100.0%Sold out
GTS Securities LLC0$00.00%−5,886−100.0%Sold out
Caldwell Investment Management Ltd.0$00.00%−5,900−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−5,128−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−4,909−100.0%Sold out
Qtron Investments LLC0$00.00%−4,685−100.0%Sold out
True Vision MN LLC0$00.00%−4,546−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−4,455−100.0%Sold out
Edmp, Inc.0$00.00%−4,387−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−3,956−100.0%Sold out