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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 5,991 | $629.7K | 0.02% | −4,104−40.7% | Reduced |
| Nations Financial Group Inc, | 5,955 | $626.0K | 0.05% | −245−4.0% | Reduced |
| Fidelis Capital Partners, LLC | 6,214 | $625.4K | 0.06% | +279+4.7% | Added |
| Goldstone Financial Group, LLC | 5,852 | $615.1K | 0.10% | +1,304+28.7% | Added |
| EWG Elevate Inc. | 5,842 | $614.1K | 0.19% | −220−3.6% | Reduced |
| Williamson Legacy Group, LLC | 5,834 | $613.2K | 0.41% | +5,834 | New |
| SeaCrest Wealth Management, LLC | 5,790 | $608.6K | 0.06% | −596−9.3% | Reduced |
| Ballentine Partners, LLC | 5,781 | $607.6K | 0.01% | +388+7.2% | Added |
| Summit Trail Advisors, LLC | 5,704 | $603.7K | 0.02% | +927+19.4% | Added |
| Resources Investment Advisors, LLC. | 5,699 | $599.0K | 0.01% | −287−4.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,642 | $593.0K | 0.01% | −191−3.3% | Reduced |
| Garden State Investment Advisory Services LLC | 5,553 | $587.5K | 0.18% | −109−1.9% | Reduced |
| Fisher Asset Management, LLC | 5,587 | $587.3K | 0.00% | +5,587 | New |
| Pinnacle Family Advisors, LLC | 5,568 | $585.2K | 0.28% | +91+1.7% | Added |
| Brown Brothers Harriman & Co | 5,557 | $584.1K | 0.00% | −2,978−34.9% | Reduced |
| FIL Ltd | 5,547 | $583.0K | 0.00% | +4,908+768.1% | Added |
| Kapstone Financial Advisors LLC | 5,792 | $582.7K | 0.31% | +4+0.1% | Added |
| Financial Management Professionals, Inc. | 5,434 | $571.2K | 0.07% | +589+12.2% | Added |
| Retireful, LLC | 5,423 | $570.0K | 0.32% | −468−7.9% | Reduced |
| Davis R M Inc | 5,418 | $569.5K | 0.01% | −268−4.7% | Reduced |
| Aptus Capital Advisors, LLC | 5,354 | $564.3K | 0.01% | +2,661+98.8% | Added |
| Secure Asset Management, LLC | 5,358 | $563.1K | 0.09% | +127+2.4% | Added |
| Estabrook Capital Management | 5,337 | $561.0K | 0.09% | −700−11.6% | Reduced |
| GF Fund Management Co. Ltd. | 5,330 | $560.2K | 0.01% | +5,330 | New |
| Golden State Equity Partners | 5,302 | $557.3K | 0.11% | −113−2.1% | Reduced |
| Panagora Asset Management Inc | 5,289 | $555.9K | 0.00% | +1,696+47.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,231 | $549.8K | 0.02% | +28+0.5% | Added |
| Empowered Funds, LLC | 5,191 | $545.6K | 0.01% | −8,291−61.5% | Reduced |
| Valued Retirements, Inc. | 5,190 | $545.5K | 0.74% | −8−0.2% | Reduced |
| NorthStar Asset Management LLC | 5,015 | $527.1K | 0.34% | −9−0.2% | Reduced |
| Perfromance Wealth Partners, LLC | 5,007 | $526.3K | 0.02% | 00.0% | Unchanged |
| West Wealth Group, LLC | 5,000 | $525.5K | 0.16% | 00.0% | Unchanged |
| American Assets Capital Advisers, LLC | 4,993 | $524.8K | 0.18% | −325−6.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,990 | $524.5K | 0.01% | +345+7.4% | Added |
| NorthRock Partners, LLC | 4,944 | $523.2K | 0.02% | −1,283−20.6% | Reduced |
| Augustine Asset Management Inc | 4,977 | $523.1K | 0.14% | −347−6.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,957 | $521.0K | 0.03% | +4,957 | New |
| SG Americas Securities, LLC | 4,956 | $521.0K | 0.00% | −30,272−85.9% | Reduced |
| Freestone Grove Partners LP | 4,936 | $518.8K | 0.01% | +4,936 | New |
| Moneta Group Investment Advisors LLC | 4,931 | $518.3K | 0.01% | +1,010+25.8% | Added |
| Beverly Hills Private Wealth, LLC | 4,930 | $518.2K | 0.10% | −1,719−25.9% | Reduced |
| Profund Advisors LLC | 4,929 | $518.1K | 0.02% | −3,090−38.5% | Reduced |
| Texas Yale Capital Corp. | 4,925 | $517.7K | 0.02% | 00.0% | Unchanged |
| Putney Financial Group LLC | 4,924 | $517.6K | 0.46% | +4,924 | New |
| Keybank National Association | 4,918 | $516.9K | 0.00% | −1,193−19.5% | Reduced |
| CX Institutional | 4,801 | $504.6K | 0.02% | +28+0.6% | Added |
| OneAscent Financial Services LLC | 4,751 | $501.0K | 0.04% | +4,751 | New |
| Groupe la Francaise | 4,808 | $500.2K | 0.01% | +4,808 | New |
| Catalyst Funds Management Pty Ltd | 4,748 | $499.1K | 0.12% | −900−15.9% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $493.2K | 0.14% | 00.0% | Unchanged |
| Somerset Trust Co | 4,685 | $492.4K | 0.19% | +1,040+28.5% | Added |
| Vontobel Holding Ltd. | 4,668 | $490.7K | 0.00% | +168+3.7% | Added |
| Essex Savings Bank | 4,645 | $488.2K | 0.12% | −1,214−20.7% | Reduced |
| Eqis Capital Management, Inc. | 4,640 | $487.7K | 0.04% | −3,192−40.8% | Reduced |
| Scotia Capital Inc. | 4,618 | $485.7K | 0.00% | +126+2.8% | Added |
| Farther Finance Advisors, LLC | 4,588 | $482.3K | 0.02% | −5,119−52.7% | Reduced |
| Atomi Financial Group, Inc. | 4,559 | $479.1K | 0.02% | +283+6.6% | Added |
| Armor Investment Advisors, LLC | 4,523 | $475.4K | 0.20% | −15−0.3% | Reduced |
| Marex Group plc | 4,498 | $472.8K | 0.01% | +920+25.7% | Added |
| Teamwork Financial Advisors, LLC | 4,494 | $472.4K | 0.06% | −8−0.2% | Reduced |
| Private Portfolio Partners LLC | 4,480 | $470.9K | 0.09% | 00.0% | Unchanged |
| Welch Group, LLC | 4,531 | $469.8K | 0.02% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,415 | $464.0K | 0.13% | +4,415 | New |
| IFP Advisors, Inc | 4,413 | $463.8K | 0.02% | +848+23.8% | Added |
| Koshinski Asset Management, Inc. | 4,412 | $463.7K | 0.04% | +42+1.0% | Added |
| Armstrong Advisory Group, Inc | 4,335 | $455.7K | 0.04% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 4,333 | $455.4K | 0.06% | +4,333 | New |
| GAMMA Investing LLC | 4,329 | $455.0K | 0.04% | +535+14.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,322 | $454.3K | 0.48% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,322 | $454.3K | 0.24% | −500−10.4% | Reduced |
| Sculati Wealth Management, LLC | 4,320 | $454.1K | 0.18% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,314 | $453.5K | 0.01% | +494+12.9% | Added |
| Wambolt & Associates, LLC | 4,299 | $451.9K | 0.14% | −1,667−27.9% | Reduced |
| Perigon Wealth Management, LLC | 4,084 | $450.3K | 0.01% | −254−5.9% | Reduced |
| NCP Inc. | 4,277 | $449.5K | 0.23% | +18+0.4% | Added |
| BCO Wealth Management LLC | 4,275 | $449.3K | 0.37% | +4,275 | New |
| Westpac Banking Corp | 4,205 | $442.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4,160 | $440.2K | 0.09% | +314+8.2% | Added |
| Stephens Inc | 4,186 | $440.0K | 0.01% | −174−4.0% | Reduced |
| L.M. Kohn & Company | 4,172 | $438.5K | 0.11% | −70−1.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,167 | $438.0K | 0.00% | +5+0.1% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $436.2K | 0.07% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 4,131 | $434.2K | 0.01% | −3,742−47.5% | Reduced |
| Aspen Investment Management Inc | 4,129 | $434.0K | 0.20% | +94+2.3% | Added |
| Cornerstone Wealth Management, LLC | 4,119 | $432.9K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,092 | $430.1K | 0.01% | +214+5.5% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $429.4K | 0.28% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,065 | $427.2K | 0.01% | +4,065 | New |
| Advisors Capital Management, LLC | 4,059 | $426.6K | 0.01% | −8−0.2% | Reduced |
| Balboa Wealth Partners | 4,031 | $423.7K | 0.10% | +1,931+92.0% | Added |
| Sachetta, LLC | 4,022 | $422.9K | 0.17% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 4,017 | $422.2K | 0.36% | +4,017 | New |
| Horizon Investments, LLC | 4,013 | $421.8K | 0.01% | +33+0.8% | Added |
| Bogart Wealth, LLC | 3,971 | $417.4K | 0.02% | −112−2.7% | Reduced |
| Abn Amro Investment Solutions | 3,916 | $411.6K | 0.01% | +15+0.4% | Added |
| Cornerstone Wealth Group, LLC | 3,901 | $410.0K | 0.03% | +13+0.3% | Added |
| Walker Asset Management, LLC | 3,871 | $406.9K | 0.25% | +23+0.6% | Added |
| Sienna Gestion | 3,844 | $404.0K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 3,840 | $403.6K | 0.00% | +3,840 | New |
| Park National Corp | 3,838 | $403.4K | 0.01% | −67−1.7% | Reduced |