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 |
|---|---|---|---|---|---|
| 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 |
| Securian Asset Management, Inc | 15,771 | $1.66M | 0.05% | −426−2.6% | Reduced |
| Independent Financial Group, LLC | 15,733 | $1.65M | 0.05% | +1,784+12.8% | Added |
| Burling Wealth Partners, LLC | 15,705 | $1.65M | 0.34% | +15,705 | New |
| ORG Partners LLC | 15,609 | $1.64M | 0.22% | +10,006+178.6% | Added |
| Maryland State Retirement & Pension System | 15,545 | $1.63M | 0.04% | −1,125−6.7% | Reduced |
| Spire Wealth Management | 15,374 | $1.62M | 0.05% | +2,305+17.6% | Added |
| RSM US Wealth Management LLC | 15,066 | $1.57M | 0.02% | −738−4.7% | Reduced |
| Merit Financial Group, LLC | 14,933 | $1.57M | 0.03% | +7,137+91.5% | Added |
| Toroso Investments, LLC | 14,931 | $1.57M | 0.01% | −5,605−27.3% | Reduced |
| Denali Advisors LLC | 14,699 | $1.55M | 0.16% | +194+1.3% | Added |
| Corrado Advisors, LLC | 14,541 | $1.53M | 1.00% | −6,836−32.0% | Reduced |
| Beacon Financial Advisory LLC | 14,464 | $1.52M | 0.49% | −119−0.8% | Reduced |
| Prana Capital Management, LP | 14,434 | $1.52M | 0.07% | −69,092−82.7% | Reduced |
| Truvestments Capital LLC | 14,416 | $1.52M | 0.39% | +143+1.0% | Added |
| Park Avenue Securities LLC | 14,378 | $1.51M | 0.02% | −1,062−6.9% | Reduced |
| Oppenheimer Asset Management Inc. | 14,373 | $1.51M | 0.02% | −4,352−23.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 14,336 | $1.51M | 0.20% | −1,568−9.9% | Reduced |
| Comprehensive Money Management Services LLC | 14,263 | $1.50M | 1.24% | +14,263 | New |
| RFG Advisory, LLC | 14,178 | $1.49M | 0.04% | −553−3.8% | Reduced |
| Reik & Co., LLC | 14,080 | $1.48M | 0.36% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 14,018 | $1.47M | 0.71% | +4,997+55.4% | Added |
| Inspire Trust Co, N.A. | 14,000 | $1.47M | 0.38% | −2,000−12.5% | Reduced |
| Herbst Group, LLC | 13,975 | $1.47M | 0.92% | −225−1.6% | Reduced |
| New Mexico Educational Retirement Board | 13,940 | $1.47M | 0.05% | −400−2.8% | Reduced |
| Coppell Advisory Solutions LLC | 14,026 | $1.45M | 0.21% | +266+1.9% | Added |
| Creekmur Asset Management LLC | 13,814 | $1.45M | 0.33% | −3,671−21.0% | Reduced |
| Tower Research Capital LLC (TRC) | 13,628 | $1.43M | 0.03% | −1,932−12.4% | Reduced |
| E. Ohman J:or Asset Management AB | 13,603 | $1.43M | 0.03% | +1,450+11.9% | Added |
| CWA Asset Management Group, LLC | 13,568 | $1.43M | 0.07% | +11,549+572.0% | Added |
| Moody Lynn & Lieberson, LLC | 13,545 | $1.42M | 0.09% | +76+0.6% | Added |
| Delphi Management Inc | 13,511 | $1.42M | 1.37% | −107−0.8% | Reduced |
| Roman Butler Fullerton & Co | 13,650 | $1.42M | 0.45% | −330−2.4% | Reduced |
| Genesee Capital Advisors, LLC | 13,389 | $1.41M | 0.65% | −94−0.7% | Reduced |
| Metis Global Partners, LLC | 13,345 | $1.40M | 0.04% | −355−2.6% | Reduced |
| Cubist Systematic Strategies, LLC | 13,313 | $1.40M | 0.02% | −3,665−21.6% | Reduced |
| Royal Fund Management, LLC | 13,177 | $1.39M | 0.15% | −12,849−49.4% | Reduced |
| WealthBridge Capital Management, LLC | 13,181 | $1.39M | 0.38% | +322+2.5% | Added |
| Crescent Grove Advisors, LLC | 13,054 | $1.38M | 0.14% | +211+1.6% | Added |
| Oppenheimer & Co Inc | 12,986 | $1.36M | 0.02% | −6,206−32.3% | Reduced |
| MAI Capital Management | 12,870 | $1.35M | 0.01% | +30.0% | Added |
| Proequities, Inc. | 12,293 | $1.35M | 0.08% | −378−3.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,833 | $1.35M | 0.00% | −11,164−46.5% | Reduced |
| Wealthcare Advisory Partners LLC | 12,711 | $1.34M | 0.04% | +280+2.3% | Added |
| Kestra Private Wealth Services, LLC | 12,677 | $1.33M | 0.02% | −534−4.0% | Reduced |
| Pathway Financial Advisers, LLC | 12,619 | $1.33M | 0.45% | −106−0.8% | Reduced |
| Flputnam Investment Management Co | 12,555 | $1.32M | 0.02% | +669+5.6% | Added |
| Principal Securities, Inc. | 12,542 | $1.32M | 0.03% | −138−1.1% | Reduced |
| Cary Street Partners Financial LLC | 12,441 | $1.31M | 0.04% | +12,441 | New |
| HM Payson & Co | 12,261 | $1.29M | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,194 | $1.28M | 0.99% | −1,170−8.8% | Reduced |
| Omers Administration Corp | 12,192 | $1.28M | 0.01% | +2,073+20.5% | Added |
| Kinneret Advisory, LLC | 11,955 | $1.27M | 0.12% | −557−4.5% | Reduced |
| Segall Bryant & Hamill, LLC | 12,009 | $1.26M | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,991 | $1.26M | 0.03% | +11,991 | New |
| Lombard Odier Asset Management (Switzerland) SA | 11,965 | $1.26M | 0.09% | +469+4.1% | Added |
| Focus Financial Network, Inc. | 11,797 | $1.25M | 0.05% | +30.0% | Added |
| Csenge Advisory Group | 11,874 | $1.25M | 0.07% | +574+5.1% | Added |
| Kessler Investment Group, LLC | 11,794 | $1.24M | 0.59% | −488−4.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,768 | $1.24M | 0.01% | −3,396−22.4% | Reduced |
| One Charles Private Wealth Services, LLC | 11,760 | $1.24M | 0.42% | +119+1.0% | Added |
| Hancock Whitney Corp | 11,757 | $1.24M | 0.04% | +53+0.5% | Added |
| Savant Capital, LLC | 11,730 | $1.23M | 0.01% | +394+3.5% | Added |
| Delta Capital Management LLC | 11,610 | $1.22M | 0.70% | −200−1.7% | Reduced |
| Savoie Capital LLC | 11,545 | $1.21M | 0.14% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 11,441 | $1.20M | 0.77% | −323−2.7% | Reduced |
| Chesley Taft & Associates LLC | 11,350 | $1.19M | 0.06% | −350−3.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,250 | $1.18M | 0.57% | −8−0.1% | Reduced |
| Harbour Investments, Inc. | 11,203 | $1.18M | 0.03% | +30.0% | Added |
| Assenagon Asset Management S.A. | 11,150 | $1.17M | 0.00% | −222−2.0% | Reduced |
| Brookfield Asset Management Inc. | 11,124 | $1.17M | 0.01% | −6,181−35.7% | Reduced |
| IMC-Chicago, LLC | 10,973 | $1.15M | 0.03% | +10,973 | New |
| Abbot Financial Management, Inc. | 10,918 | $1.15M | 0.57% | −115−1.0% | Reduced |
| Boston Private Wealth LLC | 10,878 | $1.14M | 0.02% | +10,878 | New |
| Ingalls & Snyder LLC | 10,810 | $1.14M | 0.04% | −270−2.4% | Reduced |
| Contravisory Investment Management, Inc. | 10,803 | $1.14M | 0.24% | +158+1.5% | Added |
| Schroder Investment Management Group | 10,897 | $1.13M | 0.00% | −3,647−25.1% | Reduced |
| National Asset Management, Inc. | 10,640 | $1.13M | 0.04% | −4,854−31.3% | Reduced |
| D. E. Shaw & Co., Inc. | 10,700 | $1.12M | 0.00% | +10,700 | New |
| Wellington Shields & Co., LLC | 10,643 | $1.12M | 0.34% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,610 | $1.12M | 0.05% | +20.0% | Added |
| Perpetual Ltd | 10,570 | $1.11M | 0.01% | +4,280+68.0% | Added |
| iA Global Asset Management Inc. | 10,505 | $1.10M | 0.02% | +10,505 | New |
| IHT Wealth Management, LLC | 10,421 | $1.10M | 0.04% | −1,680−13.9% | Reduced |
| Strategic Investment Advisors | 10,345 | $1.09M | 0.12% | +255+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 10,341 | $1.09M | 0.04% | +2,768+36.6% | Added |
| Level Four Advisory Services, LLC | 10,339 | $1.09M | 0.04% | +142+1.4% | Added |
| TownSquare Capital, LLC | 10,331 | $1.09M | 0.01% | +202+2.0% | Added |
| Plimoth Trust Co LLC | 10,328 | $1.09M | 0.28% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 10,200 | $1.08M | 0.17% | +10,200 | New |
| Princeton Capital Management LLC | 10,257 | $1.08M | 0.33% | −685−6.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,200 | $1.07M | 0.80% | −1,170−10.3% | Reduced |
| Sterling Capital Management LLC | 10,091 | $1.06M | 0.01% | +2,296+29.5% | Added |
| Future Financial Wealth Managment LLC | 10,015 | $1.05M | 0.77% | +30.0% | Added |
| Smith Group Asset Management, LLC | 10,000 | $1.05M | 0.08% | +10,000 | New |
| Montag A & Associates Inc | 9,878 | $1.05M | 0.05% | −400−3.9% | Reduced |
| Change Path, LLC | 9,915 | $1.04M | 0.03% | +6,905+229.4% | Added |
| Verus Capital Partners, LLC | 9,854 | $1.04M | 0.10% | −65−0.7% | Reduced |
| Highland Capital Management, LLC | 9,852 | $1.04M | 0.06% | +9,852 | New |