IRON MTN INC DEL (IRM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
40
Reporting holders
$23.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,140
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Werlinich Asset Management, LLC | $5.8M | 51,982 | 2.23% | 23q | HELD |
| Gradient Investments LLC | $3.2M | 28,928 | 0.05% | 3q | -2.3%-$74.8K |
| Venture Visionary Partners LLC | $1.9M | 16,735 | 0.05% | 26q | -51.4%-$2.0M |
| Farther Finance Advisors, LLC | $1.8M | 16,101 | 0.01% | 16q | +9.6%+$156.7K |
| Kessler Investment Group, LLC | $1.6M | 14,576 | 0.78% | 10q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $1.3M | 11,656 | 0.11% | 32q | +3.8%+$47.0K |
| ATWOOD & PALMER INC | $1.1M | 9,496 | 0.05% | 32q | HELD |
| GAMMA Investing LLC | $882.6K | 7,955 | 0.03% | 12q | +3.1%+$26.5K |
| MassMutual Private Wealth & Trust, FSB | $806.5K | 7,269 | 0.02% | 32q | -2.3%-$18.9K |
| Monument Capital Management | $793.2K | 7,149 | 0.17% | 29q | HELD |
| Wedmont Private Capital | $564.2K | 4,994 | 0.01% | 10q | +16.5%+$79.8K |
| ARMSTRONG ADVISORY GROUP, INC | $432.0K | 3,894 | 0.03% | 16q | HELD |
| Ledgewood Wealth Advisors, LLC | $422.3K | 3,806 | 0.23% | 12q | HELD |
| PARK NATIONAL CORP /OH/ | $405.6K | 3,656 | 0.01% | 15q | HELD |
| Legacy Wealth Asset Management, LLC | $402.8K | 3,630 | 0.09% | 2q | +12.3%+$44.3K |
| Versant Capital Management, Inc | $271.8K | 2,450 | 0.02% | 21q | +8.7%+$21.9K |
| Avidian Wealth Enterprises, LLC | $262.7K | 2,368 | 0.01% | 3q | +0.6%+$1.6K |
| RIVERSEDGE ADVISORS, LLC | $260.2K | 2,345 | 0.03% | new | NEW |
| Valeo Financial Advisors, LLC | $225.7K | 2,034 | 0.00% | 2q | +5.9%+$12.6K |
| Sound Income Strategies, LLC | $221.6K | 1,962 | 0.01% | 26q | +4.5%+$9.5K |
| LifeGoal Investments, LLC | $214.2K | 1,931 | 0.07% | new | NEW |
| Coastline Trust Co | $182.0K | 1,640 | 0.02% | 17q | -11.6%-$24.0K |
| Wealth Enhancement Trust Services, Inc. | $145.0K | 1,307 | 0.02% | 4q | -52.5%-$160.4K |
| Bank of New Hampshire | $134.2K | 1,210 | 0.03% | 19q | +33.0%+$33.3K |
| TOTH FINANCIAL ADVISORY CORP | $133.6K | 1,204 | 0.01% | 30q | -2.0%-$2.8K |
| EASTERN BANK | $93.3K | 841 | 0.00% | 9q | +14.4%+$11.8K |
| Rosenberg Matthew Hamilton | $79.2K | 714 | 0.01% | 8q | -9.4%-$8.2K |
| Sarver Vrooman Wealth Advisors | $67.7K | 610 | 0.04% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $45.8K | 413 | 0.01% | 3q | +45.9%+$14.4K |
| CoreCap Advisors, LLC | $35.1K | 315 | 0.00% | 15q | -2.8%-$1.0K |
| Border to Coast Pensions Partnership Ltd | $26.6K | 240,000 | 0.37% | 19q | -12.7%-$3.9K |
| Hickory Point Bank & Trust | $22.2K | 200 | 0.01% | new | NEW |
| Grove Bank & Trust | $7.8K | 70 | 0.00% | 9q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $6.1K | 55 | 0.00% | 5q | HELD |
| GoalVest Advisory LLC | $5.8K | 52 | 0.00% | new | NEW |
| Pensionfund PDN | $4.5K | 40,300 | 2.63% | 32q | -5.2% |
| Marquette Asset Management, LLC | $3.3K | 30 | 0.00% | 3q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $3.2K | 29 | 0.00% | new | NEW |
| GK Wealth Management LLC | $3.1K | 28 | 0.00% | new | NEW |
| Planning Strategies Inc. | $2.8K | 25 | 0.00% | 2q | +4.2% |
| Pensionfund Sabic | $2.2K | 19,800 | 2.65% | 32q | -2.5% |
| Retirement Wealth Solutions LLC | $1.8K | 16 | 0.00% | new | NEW |
| Davis Capital Management | $555 | 5 | 0.00% | 5q | -50.0% |
| CX Institutional | $552 | 4,971 | 0.01% | 13q | -9.4% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Meaney William L | President and CEO | Sold | 38,474 | $5.0M ×2 |
| 2026-06-01 | Meaney William L | President and CEO | Sold | 38,474 | $4.9M ×5 |
| 2026-07-01 | Meaney William L | President and CEO | Sold | 38,474 | $4.7M ×5 |
| 2026-08-07 | Meaney William L | President and CEO | Sold | 38,474 | $4.7M ×3 |
| 2026-09-01 | Meaney William L | President and CEO | Sold | 38,474 | $4.4M ×4 |
| 2026-10-01 | Meaney William L | President and CEO | Sold | 38,474 | $4.2M ×3 |
| 2026-08-06 | McIntosh Greg W | EVP, Chief Commercial Officer | Sold | 11,839 | $1.5M ×2 |
| 2026-05-21 | Borges Daniel | SVP & Chief Accounting Officer | Sold | 7,189 | $902.2K |
| 2026-05-08 | Kidd Mark | EVP, GM Data Centers & ALM | Sold | 6,000 | $767.5K |
| 2026-06-01 | Kidd Mark | EVP, GM Data Centers & ALM | Sold | 6,000 | $760.2K |
| 2026-07-01 | Kidd Mark | EVP, GM Data Centers & ALM | Sold | 6,000 | $753.7K |
| 2026-08-07 | Kidd Mark | EVP, GM Data Centers & ALM | Sold | 6,000 | $736.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 40 | $23.7M | 213,681 | 8 | 13 | 9 | 0.0% |
| Q2 2026 | 1,180 | $36.1B | 281,330,582 | 145 | 399 | 345 | 1.5% |
| Q1 2026 | 1,097 | $26.7B | 257,443,466 | 165 | 362 | 328 | 1.5% |
| Q4 2025 | 1,015 | $21.7B | 258,746,154 | 69 | 304 | 383 | 0.9% |
| Q3 2025 | 1,022 | $26.0B | 252,764,484 | 66 | 331 | 360 | 0.8% |
| Q2 2025 | 1,051 | $26.1B | 251,178,201 | 113 | 362 | 332 | 1.1% |
| Q1 2025 | 1,000 | $21.4B | 245,413,641 | 78 | 307 | 378 | 1.6% |
| Q4 2024 | 1,073 | $25.3B | 237,466,353 | 71 | 305 | 390 | 1.5% |
| Q3 2024 | 1,068 | $29.6B | 244,782,511 | 149 | 281 | 391 | 2.0% |
| Q2 2024 | 982 | $22.7B | 250,053,980 | 99 | 297 | 346 | 1.3% |
| Q1 2024 | 949 | $20.0B | 246,651,669 | 109 | 278 | 313 | 1.3% |
| Q4 2023 | 906 | $16.9B | 239,383,905 | 98 | 255 | 323 | 1.1% |
| Q3 2023 | 840 | $13.9B | 229,669,430 | 81 | 263 | 292 | 1.4% |
| Q2 2023 | 822 | $13.3B | 228,113,754 | 79 | 263 | 277 | 2.2% |
| Q1 2023 | 796 | $12.5B | 231,432,744 | 69 | 271 | 248 | 2.0% |
| Q4 2022 | 784 | $12.0B | 235,915,890 | 63 | 278 | 238 | 2.0% |
| Q3 2022 | 746 | $10.2B | 227,230,001 | 60 | 267 | 231 | 1.9% |
| Q2 2022 | 767 | $11.2B | 224,190,394 | 69 | 274 | 242 | 2.0% |
| Q1 2022 | 781 | $12.7B | 225,291,915 | 83 | 277 | 256 | 2.1% |
| Q4 2021 | 756 | $12.4B | 231,747,806 | 80 | 243 | 227 | 3.3% |
| Q3 2021 | 714 | $10.1B | 228,378,085 | 62 | 252 | 231 | 1.7% |
| Q2 2021 | 695 | $9.9B | 229,277,786 | 111 | 229 | 206 | 2.3% |
| Q1 2021 | 630 | $8.6B | 227,656,401 | 76 | 231 | 204 | 2.2% |
| Q4 2020 | 612 | $7.0B | 232,289,315 | 70 | 229 | 170 | 1.6% |
| Q3 2020 | 594 | $6.6B | 242,832,570 | 72 | 235 | 177 | 1.7% |
| Q2 2020 | 568 | $6.6B | 247,062,711 | 86 | 189 | 180 | 2.7% |
| Q1 2020 | 540 | $6.0B | 248,269,735 | 53 | 214 | 169 | 1.5% |
| Q4 2019 | 582 | $8.0B | 247,384,889 | 69 | 220 | 140 | 1.8% |
| Q3 2019 | 524 | $8.1B | 245,319,569 | 61 | 201 | 147 | 2.3% |
| Q2 2019 | 524 | $8.1B | 251,064,049 | 71 | 200 | 153 | 2.5% |
| Q1 2019 | 540 | $9.2B | 255,708,350 | 88 | 194 | 142 | 1.4% |
| Q4 2018 | 485 | $8.5B | 260,821,493 | 10 | 12 | 11 | 0.9% |