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 |
|---|---|---|---|---|---|
| Channel Wealth LLC | 2,569 | $270.0K | 0.09% | −249−8.8% | Reduced |
| Skopos Labs, Inc. | 2,553 | $268.3K | 0.08% | +26+1.0% | Added |
| Perennial Investment Advisors, LLC | 2,545 | $267.5K | 0.03% | −4−0.2% | Reduced |
| Kovack Advisors, Inc. | 2,542 | $267.2K | 0.03% | −13−0.5% | Reduced |
| Savvy Advisors, Inc. | 2,527 | $265.6K | 0.03% | +766+43.5% | Added |
| Boothbay Fund Management, LLC | 2,501 | $262.9K | 0.01% | +2,501 | New |
| Duncan Williams Asset Management, LLC | 2,466 | $259.2K | 0.10% | +13+0.5% | Added |
| Dynamic Advisor Solutions LLC | 2,456 | $258.2K | 0.01% | −133−5.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,446 | $257.1K | 0.05% | −2,567−51.2% | Reduced |
| Nwam LLC | 2,436 | $256.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,427 | $255.1K | 0.01% | +751+44.8% | Added |
| Fielder Capital Group LLC | 2,408 | $253.1K | 0.08% | −31−1.3% | Reduced |
| Twelve Points Wealth Management LLC | 2,404 | $252.7K | 0.07% | −748−23.7% | Reduced |
| Bristlecone Advisors, LLC | 2,394 | $251.6K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,349 | $246.9K | 0.02% | −145−5.8% | Reduced |
| Texas Bank & Trust Co | 2,334 | $245.3K | 0.10% | +2,334 | New |
| Gsa Capital Partners LLP | 2,329 | $245.0K | 0.02% | +2,329 | New |
| Wesbanco Bank Inc | 2,329 | $244.8K | 0.01% | +345+17.4% | Added |
| Diversify Wealth Management, LLC | 2,415 | $244.3K | 0.02% | +2,415 | New |
| Bedel Financial Consulting, Inc. | 2,337 | $242.9K | 0.03% | +20+0.9% | Added |
| Strategic Financial Concepts, LLC | 2,308 | $242.6K | 0.05% | +5+0.2% | Added |
| Mayflower Financial Advisors, LLC | 2,306 | $242.4K | 0.04% | +50+2.2% | Added |
| Pegasus Asset Management, Inc. | 2,300 | $241.8K | 0.09% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,286 | $241.6K | 0.05% | +2+0.1% | Added |
| Scientech Research LLC | 2,282 | $239.9K | 0.07% | +2,282 | New |
| Carnegie Capital Asset Management, LLC | 2,277 | $239.3K | 0.01% | −28−1.2% | Reduced |
| Naples Global Advisors, LLC | 2,250 | $238.1K | 0.02% | −200−8.2% | Reduced |
| Commerzbank Aktiengesellschaft | 2,280 | $237.0K | 0.01% | +329+16.9% | Added |
| Bingham Private Wealth, LLC | 2,241 | $235.6K | 0.25% | +2,241 | New |
| Mystic Asset Management, Inc. | 2,226 | $234.1K | 0.06% | +10.0% | Added |
| Heritage Wealth Advisors | 2,222 | $233.6K | 0.01% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,216 | $232.9K | 0.08% | +2,216 | New |
| Community Bank & Trust, Waco, Texas | 2,200 | $231.0K | 0.05% | −100−4.3% | Reduced |
| Canandaigua National Bank & Trust Co | 2,150 | $226.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,130 | $223.8K | 0.01% | +39+1.9% | Added |
| Stiles Financial Services Inc | 2,127 | $223.6K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,124 | $223.3K | 0.02% | +2,124 | New |
| Anb Bank | 2,116 | $222.4K | 0.10% | +2,116 | New |
| New Century Financial Group, LLC | 2,099 | $221.9K | 0.09% | −23−1.1% | Reduced |
| Clayton Financial Group LLC | 2,102 | $220.9K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,106 | $220.0K | 0.00% | +715+51.4% | Added |
| FNY Investment Advisers, LLC | 2,100 | $220.0K | 0.11% | +2,100 | New |
| Sagespring Wealth Partners, LLC | 2,086 | $219.2K | 0.01% | +2,086 | New |
| Mission Creek Capital Partners, Inc. | 2,085 | $219.2K | 0.05% | +2+0.1% | Added |
| Bridgewater Associates, LP | 2,074 | $218.0K | 0.00% | +2,074 | New |
| Saxony Capital Management, LLC | 2,062 | $216.7K | 0.19% | +8+0.4% | Added |
| Capital Asset Advisory Services LLC | 2,032 | $214.8K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,040 | $214.4K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,034 | $213.8K | 0.03% | −86−4.1% | Reduced |
| Syon Capital LLC | 2,014 | $211.7K | 0.02% | −82−3.9% | Reduced |
| Affinity Investment Advisors, LLC | 2,013 | $211.6K | 0.18% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $210.2K | 0.00% | −17−0.8% | Reduced |
| Financial Perspectives, Inc | 2,000 | $210.2K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,000 | $210.2K | 0.08% | +2,000 | New |
| Tower Wealth Partners, Inc. | 1,987 | $208.9K | 0.11% | +83+4.4% | Added |
| Empower Advisory Group, LLC | 1,985 | $208.6K | 0.00% | −90−4.3% | Reduced |
| Clarius Group, LLC | 1,972 | $207.3K | 0.01% | −232−10.5% | Reduced |
| Secured Retirement Advisors, LLC | 1,967 | $206.8K | 0.12% | +120+6.5% | Added |
| TPG Advisors LLC | 1,954 | $205.4K | 0.16% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,940 | $205.3K | 0.02% | +39+2.1% | Added |
| Modera Wealth Management, LLC | 1,928 | $202.6K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,924 | $202.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,948 | $202.0K | 0.00% | −1,674−46.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,919 | $201.7K | 0.10% | +58+3.1% | Added |
| Coastline Trust Co | 1,812 | $190.5K | 0.02% | −3,335−64.8% | Reduced |
| Monetary Management Group Inc | 1,800 | $189.2K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,793 | $185.9K | 0.02% | +147+8.9% | Added |
| NVWM, LLC | 1,694 | $178.1K | 0.04% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,682 | $176.8K | 0.10% | −353−17.3% | Reduced |
| Plato Investment Management Ltd | 1,661 | $175.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,647 | $173.1K | 0.00% | −1−0.1% | Reduced |
| Tower View Investment Management & Research LLC | 1,642 | $172.6K | 0.09% | +10+0.6% | Added |
| Security National Bank | 1,619 | $170.2K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,600 | $168.2K | 0.03% | −169−9.6% | Reduced |
| First Financial Corp | 1,500 | $157.7K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,480 | $155.6K | 0.01% | +86+6.2% | Added |
| Muzinich & Co., Inc. | 1,472 | $154.7K | 0.11% | +385+35.4% | Added |
| HHM Wealth Advisors, LLC | 1,471 | $154.6K | 0.02% | +9+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $154.5K | 0.01% | −600−29.1% | Reduced |
| Ci Investments Inc. | 1,467 | $154.0K | 0.00% | +98+7.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,461 | $153.6K | 0.04% | +71+5.1% | Added |
| Addison Advisors LLC | 1,391 | $146.2K | 0.04% | −57−3.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,380 | $145.1K | 0.05% | +500+56.8% | Added |
| Toth Financial Advisory Corp | 1,354 | $142.3K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,350 | $141.9K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,350 | $141.9K | 0.15% | +1,350 | New |
| Silvant Capital Management LLC | 1,292 | $135.8K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,285 | $135.1K | 0.05% | +1,285 | New |
| Parkside Financial Bank & Trust | 1,276 | $134.1K | 0.02% | +1+0.1% | Added |
| Peoples Bank | 1,235 | $129.8K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,161 | $122.9K | 0.08% | +5+0.4% | Added |
| Carolinas Wealth Consulting LLC | 1,144 | $121.0K | 0.02% | −5−0.4% | Reduced |
| Geneos Wealth Management Inc. | 1,142 | $120.0K | 0.00% | −20−1.7% | Reduced |
| Lavaca Capital LLC | 1,101 | $115.7K | 0.05% | +1,101 | New |
| First Command Advisory Services, Inc. | 1,100 | $115.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,090 | $115.0K | 0.05% | −178−14.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,075 | $113.0K | 0.03% | +1,075 | New |
| Sittner & Nelson, LLC | 1,026 | $107.9K | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,017 | $106.0K | 0.00% | +10+1.0% | Added |
| Hexagon Capital Partners LLC | 1,000 | $105.1K | 0.02% | 00.0% | Unchanged |