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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 31,192 | $3.28M | 0.05% | −877−2.7% | Reduced |
| Investment Management Corp of Ontario | 30,944 | $3.25M | 0.11% | −5,768−15.7% | Reduced |
| Siemens Fonds Invest GmbH | 31,353 | $3.25M | 0.34% | −2,179−6.5% | Reduced |
| Laurion Capital Management LP | 30,626 | $3.22M | 0.20% | −6,054−16.5% | Reduced |
| Elo Mutual Pension Insurance Co | 30,387 | $3.19M | 0.07% | +4,511+17.4% | Added |
| Dumont & Blake Investment Advisors LLC | 30,304 | $3.19M | 0.86% | −170−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 30,171 | $3.17M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,978 | $3.15M | 0.02% | −9,386−23.8% | Reduced |
| D.A. Davidson & Co. | 29,523 | $3.10M | 0.03% | +2,762+10.3% | Added |
| Courier Capital LLC | 29,502 | $3.10M | 0.21% | −10,227−25.7% | Reduced |
| Millennium Management LLC | 29,213 | $3.07M | 0.00% | −100,029−77.4% | Reduced |
| Sage Capital Management, LLC | 29,192 | $3.07M | 1.55% | −839−2.8% | Reduced |
| CHB Investment Group, LLC | 28,818 | $3.03M | 1.64% | −603−2.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 28,618 | $3.01M | 0.01% | +1,421+5.2% | Added |
| Triasima Portfolio Management inc. | 28,540 | $3.00M | 0.58% | +28,540 | New |
| Advisory Services Network, LLC | 28,296 | $2.97M | 0.06% | +1,575+5.9% | Added |
| Mizuho Securities USA LLC | 27,813 | $2.92M | 0.05% | +8,792+46.2% | Added |
| Nordea Investment Management AB | 27,961 | $2.91M | 0.00% | +685+2.5% | Added |
| CoreCap Advisors, LLC | 27,654 | $2.91M | 0.13% | −8,756−24.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,604 | $2.90M | 0.19% | +27,604 | New |
| Morse Asset Management, Inc | 27,510 | $2.89M | 0.66% | −500−1.8% | Reduced |
| GeoWealth Management, LLC | 27,229 | $2.86M | 0.09% | +5,490+25.3% | Added |
| Lido Advisors, LLC | 26,288 | $2.78M | 0.02% | −65,690−71.4% | Reduced |
| Norinchukin Bank, The | 26,091 | $2.74M | 0.06% | +803+3.2% | Added |
| GSI Capital Advisors LLC | 26,029 | $2.74M | 1.45% | −9,196−26.1% | Reduced |
| Stock Yards Bank & Trust Co | 25,811 | $2.71M | 0.09% | −1,457−5.3% | Reduced |
| Capital Investment Advisors, LLC | 25,795 | $2.71M | 0.06% | −592−2.2% | Reduced |
| PFG Investments, LLC | 25,602 | $2.69M | 0.17% | +1,130+4.6% | Added |
| Davenport & Co LLC | 25,466 | $2.68M | 0.02% | +735+3.0% | Added |
| CoreFirst Bank & Trust | 25,174 | $2.65M | 1.57% | −1,440−5.4% | Reduced |
| Oregon Public Employees Retirement Fund | 25,159 | $2.64M | 0.05% | +100+0.4% | Added |
| Mackenzie Financial Corp | 25,089 | $2.64M | 0.00% | −60−0.2% | Reduced |
| Ellsworth Advisors, LLC | 24,978 | $2.63M | 0.69% | +349+1.4% | Added |
| TFG Advisers LLC | 24,754 | $2.60M | 0.94% | +491+2.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 24,698 | $2.59M | 0.03% | +1,651+7.2% | Added |
| Gables Capital Management Inc. | 24,642 | $2.59M | 1.25% | +40+0.2% | Added |
| We Are One Seven, LLC | 24,530 | $2.58M | 0.10% | +13,438+121.2% | Added |
| O'Shaughnessy Asset Management, LLC | 24,473 | $2.57M | 0.02% | +3,008+14.0% | Added |
| Alberta Investment Management Corp | 24,400 | $2.56M | 0.02% | −13,800−36.1% | 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 |
| Moody National Bank Trust Division | 23,928 | $2.52M | 0.26% | −2,187−8.4% | Reduced |
| JustInvest LLC | 23,856 | $2.51M | 0.04% | +944+4.1% | Added |
| Sippican Capital Advisors | 23,762 | $2.50M | 1.82% | −1,055−4.3% | Reduced |
| F/M Investments LLC | 23,437 | $2.46M | 0.09% | +4,309+22.5% | Added |
| Nepsis, Inc. | 48,314 | $2.43M | 0.64% | −48,268−50.0% | Reduced |
| Tredje AP-fonden | 23,057 | $2.42M | 0.02% | −23,056−50.0% | Reduced |
| Gulf International Bank (UK) Ltd | 22,829 | $2.40M | 0.06% | −246−1.1% | Reduced |
| US Bancorp | 22,752 | $2.39M | 0.00% | −158−0.7% | Reduced |
| Ancora Advisors, LLC | 22,740 | $2.39M | 0.05% | −401−1.7% | Reduced |
| Benjamin Edwards Inc | 22,339 | $2.35M | 0.03% | −668−2.9% | Reduced |
| Pensionfund Sabic | 22,300 | $2.34M | 0.62% | −700−3.0% | Reduced |
| Heritage Trust Co | 22,155 | $2.33M | 0.27% | +22,155 | New |
| Acadian Asset Management LLC | 22,027 | $2.31M | 0.01% | −538,613−96.1% | Reduced |
| Fiduciary Trust Co | 21,722 | $2.28M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,660 | $2.28M | 0.02% | −159−0.7% | Reduced |
| Dorsey Wright & Associates | 21,641 | $2.27M | 0.54% | −300−1.4% | Reduced |
| Guggenheim Capital LLC | 21,618 | $2.27M | 0.02% | −72,271−77.0% | Reduced |
| Cascade Investment Group, Inc. | 21,560 | $2.27M | 1.62% | −885−3.9% | Reduced |
| Kentucky Trust Co | 21,490 | $2.26M | 1.33% | +21,490 | New |
| KCM Investment Advisors LLC | 21,310 | $2.24M | 0.08% | −248−1.2% | Reduced |
| Quantinno Capital Management LP | 21,135 | $2.22M | 0.02% | +5,556+35.7% | Added |
| DoubleLine ETF Adviser LP | 21,064 | $2.21M | 0.60% | +114+0.5% | Added |
| Fifth Third Bancorp | 20,810 | $2.19M | 0.01% | −2,900−12.2% | Reduced |
| Tyler-Stone Wealth Management | 20,665 | $2.17M | 0.39% | −6,200−23.1% | Reduced |
| Everence Capital Management Inc | 20,490 | $2.15M | 0.14% | +11,820+136.3% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $2.15M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 20,158 | $2.12M | 0.06% | −277−1.4% | Reduced |
| Naviter Wealth, LLC | 20,016 | $2.12M | 0.26% | +2,531+14.5% | Added |
| Safe Harbor Fiduciary, LLC | 20,137 | $2.12M | 2.16% | −412−2.0% | Reduced |
| Brown Advisory Inc | 19,997 | $2.10M | 0.00% | +7,436+59.2% | Added |
| Twin Tree Management, LP | 19,989 | $2.10M | 0.05% | −254,449−92.7% | Reduced |
| Jane Street Group, LLC | 19,966 | $2.10M | 0.00% | −27,418−57.9% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $2.07M | 0.18% | 00.0% | Unchanged |
| Commerce Bank | 19,654 | $2.07M | 0.01% | −122−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 19,167 | $2.01M | 0.00% | −27,322−58.8% | Reduced |
| Wolverine Asset Management LLC | 18,897 | $1.99M | 0.04% | −1,985−9.5% | Reduced |
| Symphony Financial, Ltd. Co. | 17,799 | $1.95M | 0.31% | +230+1.3% | Added |
| Axxcess Wealth Management, LLC | 18,413 | $1.94M | 0.05% | +5,208+39.4% | Added |
| Marshall Wace, LLP | 18,374 | $1.93M | 0.00% | +18,374 | New |
| Apollon Wealth Management, LLC | 18,220 | $1.92M | 0.04% | −1,122−5.8% | Reduced |
| Hartford Investment Management Co | 18,186 | $1.91M | 0.06% | −449−2.4% | Reduced |
| Snowden Capital Advisors LLC | 18,063 | $1.91M | 0.06% | −46,780−72.1% | Reduced |
| Trust Investment Advisors | 18,163 | $1.91M | 1.22% | +1,860+11.4% | Added |
| Highline Wealth Partners LLC | 18,117 | $1.90M | 0.62% | −270−1.5% | Reduced |
| Bleakley Financial Group, LLC | 18,092 | $1.90M | 0.06% | −4,895−21.3% | Reduced |
| HighPoint Advisor Group LLC | 17,740 | $1.88M | 0.10% | −787−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,827 | $1.87M | 0.05% | 00.0% | Unchanged |
| Woodline Partners LP | 17,549 | $1.84M | 0.01% | +17,549 | New |
| EP Wealth Advisors, LLC | 17,416 | $1.83M | 0.01% | +3,619+26.2% | Added |
| Atria Investments LLC | 17,348 | $1.82M | 0.02% | −3,098−15.2% | Reduced |
| Zacks Investment Management | 17,148 | $1.80M | 0.02% | +529+3.2% | Added |
| King Luther Capital Management Corp | 17,041 | $1.79M | 0.01% | −170−1.0% | Reduced |
| Ieq Capital, LLC | 16,960 | $1.78M | 0.02% | −1,619−8.7% | Reduced |
| AE Wealth Management LLC | 16,806 | $1.77M | 0.01% | −10,923−39.4% | Reduced |
| Claro Advisors LLC | 16,598 | $1.74M | 0.24% | −119−0.7% | Reduced |
| Community Bank of Raymore | 16,496 | $1.73M | 1.36% | +1,681+11.3% | Added |
| NEOS Investment Management LLC | 16,027 | $1.68M | 0.04% | +3,730+30.3% | Added |
| Green Alpha Advisors, LLC | 15,971 | $1.68M | 1.35% | −8,788−35.5% | Reduced |
| Ossiam | 15,892 | $1.67M | 0.03% | −182−1.1% | Reduced |