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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 3,813 | $400.8K | 0.01% | −10.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 3,806 | $400.0K | 0.26% | 00.0% | Unchanged |
| Citizens Business Bank | 3,800 | $399.4K | 0.07% | −200−5.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $399.4K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,798 | $399.2K | 0.02% | +78+2.1% | Added |
| Parallel Advisors, LLC | 3,765 | $395.8K | 0.01% | +60+1.6% | Added |
| Crown Wealth Group, LLC | 3,758 | $395.0K | 0.16% | +12+0.3% | Added |
| RMR Wealth Builders | 3,752 | $394.4K | 0.04% | −139−3.6% | Reduced |
| Leonteq Securities AG | 3,730 | $392.1K | 0.04% | +3,421+1,107.1% | Added |
| E&G Advisors, LP | 3,700 | $388.9K | 0.11% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,696 | $388.5K | 0.08% | −177−4.6% | Reduced |
| International Assets Investment Management, LLC | 3,689 | $386.4K | 0.03% | −444,955−99.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,661 | $385.1K | 0.06% | +17+0.5% | Added |
| Destination Wealth Management | 3,646 | $383.2K | 0.01% | −61−1.6% | Reduced |
| Cetera Trust Company, N.A | 3,625 | $381.0K | 0.25% | −225−5.8% | Reduced |
| Blue Rock Wealth Management LLC | 3,600 | $378.4K | 0.40% | +3,600 | New |
| Trustmark National Bank Trust Department | 3,593 | $377.7K | 0.03% | −448−11.1% | Reduced |
| Stevens Capital Management LP | 3,564 | $375.0K | 0.15% | +1,806+102.7% | Added |
| Palacios Wealth Management, LLC | 3,525 | $373.3K | 0.40% | +3,525 | New |
| Raleigh Capital Management Inc. | 3,532 | $371.3K | 0.14% | −771−17.9% | Reduced |
| TRUE Private Wealth Advisors | 3,532 | $371.2K | 0.05% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $368.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 3,483 | $366.1K | 0.04% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,474 | $365.2K | 0.16% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3,469 | $364.6K | 0.13% | −656−15.9% | Reduced |
| Callan Family Office, LLC | 3,461 | $363.8K | 0.02% | +3,461 | New |
| Severin Investments, LLC | 3,449 | $362.6K | 0.36% | +3,449 | New |
| Mission Wealth Management, LP | 3,445 | $362.1K | 0.01% | −36−1.0% | Reduced |
| Natural Investments, LLC | 3,439 | $361.0K | 0.10% | +3,439 | New |
| LaSalle St. Investment Advisors, LLC | 3,414 | $358.0K | 0.11% | +3,414 | New |
| Foster & Motley Inc | 3,400 | $357.0K | 0.02% | −320−8.6% | Reduced |
| Southland Equity Partners LLC | 3,391 | $356.5K | 0.08% | −541−13.8% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $352.1K | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,396 | $349.3K | 0.01% | −82−2.4% | Reduced |
| Cresset Asset Management, LLC | 3,317 | $348.7K | 0.00% | −71−2.1% | Reduced |
| Advisors Management Group Inc | 3,309 | $348.0K | 0.08% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,288 | $347.9K | 0.02% | −85−2.5% | Reduced |
| Huntington National Bank | 3,309 | $347.8K | 0.00% | −421−11.3% | Reduced |
| Howland Capital Management LLC | 3,279 | $347.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,272 | $343.9K | 0.01% | −1,329−28.9% | Reduced |
| Beaumont Financial Advisors, LLC | 3,233 | $339.8K | 0.03% | −208−6.0% | Reduced |
| Johnson Investment Counsel Inc | 3,231 | $339.6K | 0.00% | +1,188+58.1% | Added |
| Miracle Mile Advisors, LLC | 3,215 | $337.9K | 0.01% | +84+2.7% | Added |
| TrinityPoint Wealth, LLC | 3,194 | $335.7K | 0.05% | −44−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 3,194 | $335.7K | 0.00% | +8+0.3% | Added |
| Keystone Financial Group | 3,173 | $333.5K | 0.03% | −1,048−24.8% | Reduced |
| Whittier Trust Co | 3,157 | $331.8K | 0.00% | +144+4.8% | Added |
| Sovereign Financial Group, Inc. | 3,142 | $330.3K | 0.08% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,138 | $329.9K | 0.02% | −162−4.9% | Reduced |
| Keystone Wealth Services, LLC | 3,127 | $328.7K | 0.09% | +77+2.5% | Added |
| Core Wealth Partners LLC | 3,127 | $328.6K | 0.19% | −790−20.2% | Reduced |
| Wedmont Private Capital | 3,247 | $328.5K | 0.02% | +170+5.5% | Added |
| Yeomans Consulting Group, Inc. | 3,104 | $326.3K | 0.12% | −1,627−34.4% | Reduced |
| American Investment Services, Inc. | 3,103 | $326.2K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,091 | $325.1K | 0.01% | +283+10.1% | Added |
| Crestwood Advisors Group LLC | 3,071 | $322.8K | 0.01% | +81+2.7% | Added |
| Evergreen Capital Management LLC | 3,034 | $321.0K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,042 | $319.8K | 0.02% | −105−3.3% | Reduced |
| Clean Yield Group | 3,042 | $319.7K | 0.10% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,039 | $319.0K | 0.13% | −726−19.3% | Reduced |
| Apriem Advisors | 3,000 | $315.3K | 0.04% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,000 | $315.3K | 0.24% | +3,000 | New |
| Park Square Financial Group, LLC | 2,991 | $314.4K | 0.22% | +2,991 | New |
| Cigna Investments Inc | 2,989 | $314.0K | 0.06% | −54−1.8% | Reduced |
| IMA Wealth, Inc. | 2,954 | $312.6K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,954 | $310.5K | 0.05% | −1,737−37.0% | Reduced |
| Cooper Financial Group | 2,952 | $310.3K | 0.04% | +140+5.0% | Added |
| Capital City Trust Co | 2,940 | $309.0K | 0.08% | 00.0% | Unchanged |
| Aristeia Capital LLC | 2,926 | $307.6K | 0.01% | −112−3.7% | Reduced |
| Charter Oak Capital Management, LLC | 2,924 | $307.3K | 0.03% | +4+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 2,918 | $306.8K | 0.04% | +2+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 2,899 | $304.7K | 0.02% | −29−1.0% | Reduced |
| Alethea Capital Management, LLC | 2,884 | $303.1K | 0.26% | +2,884 | New |
| Cynosure Management, LLC | 2,864 | $301.0K | 0.04% | +2,864 | New |
| Schmidt P J Investment Management Inc | 2,860 | $300.6K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,859 | $300.5K | 0.01% | −112−3.8% | Reduced |
| Private Trust Co NA | 2,854 | $300.0K | 0.03% | −372−11.5% | Reduced |
| LMR Partners LLP | 2,847 | $299.2K | 0.01% | −1,039−26.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,846 | $299.1K | 0.02% | −67−2.3% | Reduced |
| Premier Path Wealth Partners, LLC | 2,844 | $298.9K | 0.05% | +106+3.9% | Added |
| Cypress Capital Group | 2,835 | $298.0K | 0.04% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,826 | $297.0K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,815 | $295.9K | 0.01% | +81+3.0% | Added |
| Jordan Park Group LLC | 2,803 | $294.6K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,776 | $291.8K | 0.00% | +518+22.9% | Added |
| BSW Wealth Partners | 2,723 | $286.2K | 0.04% | +501+22.5% | Added |
| Jaffetilchin Investment Partners, LLC | 2,722 | $286.1K | 0.02% | −5,197−65.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,719 | $285.8K | 0.00% | +2,718+271,800.0% | Added |
| Investment House LLC | 2,700 | $283.8K | 0.02% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,700 | $283.8K | 0.26% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,696 | $283.4K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,645 | $278.0K | 0.19% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 2,620 | $275.4K | 0.22% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,600 | $273.3K | 0.02% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 2,600 | $273.3K | 0.23% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,597 | $273.0K | 0.05% | +10.0% | Added |
| Centerpoint Advisory Group | 2,585 | $271.7K | 0.26% | +2,585 | New |
| Mather Group, LLC. | 2,582 | $271.4K | 0.00% | +113+4.6% | Added |
| Great Valley Advisor Group, Inc. | 2,580 | $271.1K | 0.01% | −99−3.7% | Reduced |
| Warm Springs Advisors Inc. | 2,574 | $270.6K | 0.25% | +2,574 | New |