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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 9,781 | $1.03M | 0.01% | −1,377−12.3% | Reduced |
| Private Advisory Group LLC | 9,662 | $1.02M | 0.11% | −443−4.4% | Reduced |
| Aspire Private Capital, LLC | 9,638 | $1.01M | 0.25% | +255+2.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,577 | $1.01M | 0.01% | +1,283+15.5% | Added |
| Beacon Investment Advisors LLC | 9,501 | $998.7K | 0.47% | −34−0.4% | Reduced |
| HRT Financial LP | 9,500 | $998.0K | 0.01% | +9,500 | New |
| Measured Wealth Private Client Group, LLC | 9,348 | $982.6K | 0.32% | −309−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,318 | $979.4K | 0.02% | +21+0.2% | Added |
| Wetherby Asset Management Inc | 9,230 | $970.2K | 0.05% | +289+3.2% | Added |
| Prime Capital Investment Advisors, LLC | 9,179 | $964.8K | 0.01% | −1,230−11.8% | Reduced |
| Axecap Investments, LLC | 9,149 | $961.7K | 0.72% | +515+6.0% | Added |
| Exchange Traded Concepts, LLC | 9,147 | $961.4K | 0.02% | +5,511+151.6% | Added |
| Strait & Sound Wealth Management LLC | 9,121 | $958.7K | 0.45% | +5+0.1% | Added |
| Ullmann Financial Group, Inc. | 9,119 | $958.5K | 0.12% | +44+0.5% | Added |
| Twinbeech Capital LP | 9,094 | $955.9K | 0.02% | +9,094 | New |
| Columbia Asset Management | 9,087 | $955.1K | 0.18% | −660−6.8% | Reduced |
| Ostrum Asset Management | 9,028 | $948.9K | 0.08% | −373−4.0% | Reduced |
| Founders Financial Alliance, LLC | 9,007 | $946.7K | 0.26% | −485−5.1% | Reduced |
| Virtus ETF Advisers LLC | 8,983 | $944.2K | 0.39% | −6−0.1% | Reduced |
| Brinker Capital Investments, LLC | 8,920 | $937.6K | 0.01% | +957+12.0% | Added |
| Orion Portfolio Solutions, LLC | 8,920 | $937.6K | 0.01% | +957+12.0% | Added |
| Flagship Harbor Advisors, LLC | 8,906 | $936.1K | 0.05% | +977+12.3% | Added |
| Monument Capital Management | 8,889 | $934.3K | 0.26% | −218−2.4% | Reduced |
| Richard P Slaughter Associates Inc | 8,847 | $929.9K | 0.21% | −1,405−13.7% | Reduced |
| Herold Advisors, Inc. | 8,756 | $920.4K | 0.20% | +10.0% | Added |
| Versor Investments LP | 8,707 | $915.2K | 0.16% | +8,707 | New |
| Fortitude Family Office, LLC | 8,695 | $913.9K | 0.33% | +147+1.7% | Added |
| Atlas Capital Advisors LLC | 8,688 | $913.2K | 0.12% | +162+1.9% | Added |
| J.W. Cole Advisors, Inc. | 8,679 | $912.2K | 0.04% | −887−9.3% | Reduced |
| Foundations Investment Advisors, LLC | 8,607 | $904.7K | 0.02% | −1,180−12.1% | Reduced |
| Pensionmark Financial Group, LLC | 8,534 | $897.0K | 0.02% | +3,870+83.0% | Added |
| Allstate Corp | 8,513 | $894.8K | 0.03% | +8,513 | New |
| Fig Financial Advisory Services Inc | 8,502 | $893.7K | 0.61% | +8,502 | New |
| Bridgefront Capital, LLC | 8,340 | $876.6K | 0.30% | +8,340 | New |
| Sequoia Financial Advisors, LLC | 8,293 | $871.7K | 0.01% | +647+8.5% | Added |
| Capital Investment Advisory Services, LLC | 8,283 | $870.7K | 0.08% | −172−2.0% | Reduced |
| Atwood & Palmer Inc | 8,250 | $867.2K | 0.06% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 8,212 | $863.2K | 0.80% | +8,212 | New |
| Atlantic Union Bankshares Corp | 8,171 | $858.9K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,168 | $858.5K | 0.04% | +37+0.5% | Added |
| Mathes Company, Inc. | 8,150 | $856.0K | 0.31% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,139 | $855.5K | 0.46% | −267−3.2% | Reduced |
| Bailard, Inc. | 8,057 | $846.9K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,034 | $844.4K | 0.06% | −310−3.7% | Reduced |
| Wedbush Securities Inc | 8,031 | $844.0K | 0.03% | +192+2.4% | Added |
| RNC Capital Management LLC | 8,001 | $841.0K | 0.04% | +8,001 | New |
| Equitable Holdings, Inc. | 7,959 | $836.6K | 0.01% | +27+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,949 | $835.5K | 0.12% | −1,465−15.6% | Reduced |
| Ibex Wealth Advisors | 7,908 | $831.2K | 0.10% | +7,908 | New |
| HB Wealth Management, LLC | 7,891 | $829.5K | 0.01% | −1,446−15.5% | Reduced |
| TBH Global Asset Management, LLC | 7,844 | $824.5K | 0.20% | +6+0.1% | Added |
| Essex Financial Services, Inc. | 7,843 | $824.4K | 0.06% | −10.0% | Reduced |
| Archer Investment Corp | 7,831 | $823.1K | 0.22% | +31+0.4% | Added |
| NewEdge Wealth, LLC | 7,819 | $821.9K | 0.01% | −637−7.5% | Reduced |
| Belpointe Asset Management LLC | 7,250 | $821.2K | 0.05% | +112+1.6% | Added |
| GM Advisory Group, Inc. | 7,789 | $818.7K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7,724 | $811.9K | 0.12% | −4,086−34.6% | Reduced |
| Two Sigma Advisers, LP | 7,700 | $809.3K | 0.00% | +7,700 | New |
| CAPROCK Group, Inc. | 7,560 | $800.3K | 0.03% | +2,511+49.7% | Added |
| Mindset Wealth Management, LLC | 7,585 | $797.3K | 0.29% | +24+0.3% | Added |
| Greenleaf Trust | 7,551 | $793.7K | 0.01% | +165+2.2% | Added |
| Sherman Porfolios, LLC | 7,476 | $785.8K | 0.34% | +7,476 | New |
| Prelude Capital Management, LLC | 7,471 | $785.3K | 0.07% | +7,471 | New |
| Badgley Phelps Wealth Managers, LLC | 7,393 | $782.4K | 0.02% | −58−0.8% | Reduced |
| Outlook Wealth Advisors, LLC | 7,409 | $778.8K | 0.22% | −94−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 7,390 | $776.0K | 0.06% | +1,650+28.7% | Added |
| Global Retirement Partners, LLC | 7,345 | $772.1K | 0.02% | −1,507−17.0% | Reduced |
| Madden Securities Corp | 7,300 | $767.3K | 0.31% | −75−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 7,289 | $766.1K | 0.01% | −4,091−35.9% | Reduced |
| Oak Thistle LLC | 7,221 | $759.0K | 0.23% | +3,800+111.1% | Added |
| Coldstream Capital Management Inc | 7,182 | $754.9K | 0.02% | +77+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,189 | $754.8K | 0.01% | −3,529−32.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,165 | $753.1K | 0.11% | +4,897+215.9% | Added |
| Hilltop Holdings Inc. | 7,132 | $749.6K | 0.05% | −164−2.2% | Reduced |
| Jones Financial Companies LLLP | 7,118 | $748.2K | 0.00% | +4,310+153.5% | Added |
| Ellevest, Inc. | 7,091 | $745.3K | 0.04% | +89+1.3% | Added |
| Strategy Asset Managers LLC | 7,084 | $744.6K | 0.14% | −17−0.2% | Reduced |
| Glenmede Trust Co NA | 7,069 | $743.0K | 0.00% | +256+3.8% | Added |
| Bryn Mawr Trust Co | 7,047 | $740.7K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,028 | $738.7K | 0.06% | −20.0% | Reduced |
| V-Square Quantitative Management LLC | 7,019 | $737.8K | 0.10% | +214+3.1% | Added |
| Fiduciary Group LLC | 7,000 | $735.8K | 0.07% | −250−3.4% | Reduced |
| Massmutual Trust Co FSB | 6,936 | $729.0K | 0.02% | +5,541+397.2% | Added |
| Washington Trust Co | 6,886 | $723.8K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 6,840 | $719.0K | 0.00% | −850−11.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,731 | $707.5K | 0.01% | +6,731 | New |
| Bramshill Investments, LLC | 6,723 | $706.7K | 0.11% | −90−1.3% | Reduced |
| Umb Bank N A | 6,678 | $701.9K | 0.01% | −33,862−83.5% | Reduced |
| Smith Asset Management Co., LLC | 6,655 | $699.5K | 0.68% | +6,655 | New |
| Fayez Sarofim & Co | 6,655 | $699.5K | 0.00% | +2,575+63.1% | Added |
| Centaurus Financial, Inc. | 6,646 | $699.0K | 0.04% | +89+1.4% | Added |
| Harvest Fund Management Co., Ltd | 6,571 | $691.0K | 0.03% | −11,417−63.5% | Reduced |
| Concurrent Investment Advisors, LLC | 6,393 | $672.0K | 0.02% | +218+3.5% | Added |
| Signaturefd, LLC | 6,241 | $656.0K | 0.01% | +215+3.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,178 | $649.4K | 0.03% | +12+0.2% | Added |
| Summit Financial, LLC | 6,135 | $648.1K | 0.02% | +1,744+39.7% | Added |
| Catalytic Wealth RIA, LLC | 6,152 | $646.6K | 0.11% | −378−5.8% | Reduced |
| Diversify Advisory Services, LLC | 6,357 | $643.1K | 0.04% | −1,585−20.0% | Reduced |
| Hartford Funds Management Co LLC | 6,082 | $639.3K | 0.06% | +1,684+38.3% | Added |
| Sheets Smith Wealth Management | 6,055 | $636.4K | 0.08% | −355−5.5% | Reduced |